{"id":6605,"date":"2021-10-05T18:37:18","date_gmt":"2021-10-05T22:37:18","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=6605"},"modified":"2023-09-14T10:27:25","modified_gmt":"2023-09-14T14:27:25","slug":"setting-up-netepay","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/setting-up-netepay\/","title":{"rendered":"Setting Up NETePay"},"content":{"rendered":"\n

NETePay is a program from the software company Datacap<\/a><\/strong>. NETePay<\/a><\/strong> connects with a variety of payment processors within Artisan.<\/p>\n

This is the outline you should follow for setting up NETePay on a server, then a register.<\/p>\n

    \n
  1. Start with installing NETePay on the server–setting up on a register will come later. To begin, install the NETePay 1.55, 1.75, and 1.23 files.<\/li>\n
  2. Download the Director file.<\/li>\n
  3. Install those files (following the installation instructions in this guide).<\/li>\n
  4. Make sure the Director file is running in your system tray.<\/li>\n
  5. Configure NETePay for a server in Artisan.<\/li>\n
  6. Test the program with your PIN pad and make sure you have a successful test transaction.<\/li>\n
  7. Now, you can set up NETePay for your registers.<\/li>\n<\/ol>\n

    To see what it should look like when NETePay is fully set up and running, please click here<\/a> to skip to that section. Please read the important notes section<\/a> at the bottom of the article as well.<\/strong><\/p>\n

    Need to reboot your TranCloud? Click here<\/a><\/strong> to learn how.<\/p>\n

    Download and Install NETePay for a Server<\/h3>\n

    Download the 1.55<\/strong>, 1.75<\/strong>, and 1.23<\/strong> files<\/a> <\/strong>under “Client Controls”<\/strong>. Also, download the Director<\/strong> file at the bottom of this page<\/a>. <\/strong>(Here<\/a><\/strong> is a video from Datacap that walks you through the first half of the installation process).<\/em><\/p>\n

    \"\"<\/a><\/p>\n

    **Skip to the “Next Steps (For A Register)<\/a>” section to learn how to install the 1.55, 1.75, and 1.23 files. Once you’re finished, scroll back to this step and install the director file below.**<\/strong><\/span><\/p>\n

    Once you download the director file, open it. An install wizard will appear. Click “Next<\/strong>.”
    \"\"<\/p>\n

    Click “Install<\/strong>.”
    \"\"<\/a><\/p>\n

    Click “I accept the terms in the license agreement<\/strong>,” then click “Next<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Click “Next<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Click on “Obtain Serial Number<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Your Serial Number will display. Hit “Next<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Type in your “Deployment ID<\/strong>.” This is given to you from our sales department. Click “Next<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Click “Finish<\/strong>.”\"\"<\/a><\/p>\n

    Click “Finish<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Next, type “run<\/strong>” in your Windows search bar.<\/p>\n

    \"\"<\/a><\/p>\n

    This will bring up a command window. Type\u00a0shell:startup<\/strong> and press “Enter<\/strong>” on your keyboard or “OK.<\/strong>“<\/p>\n

    \"\"<\/a><\/p>\n

    This will open your computer’s “Startup<\/strong>” folder. Drag the “NetePay Manager<\/strong>” icon into that folder.<\/p>\n

    \"\"<\/a><\/p>\n

    Head to your system tray.<\/p>\n

    \"\"<\/a><\/p>\n

    Right-click on the NETePay Manager icon. Select “Start Director<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    \u00a0<\/p>\n

    The program will now run in the background, and will ensure any PIN pad information will be secure in the event of a power outage or flicker.<\/p>\n

    Once you’ve confirmed that the program is running (and shows up in your system tray), restart your computer. Click here<\/strong><\/a> to jump to setting up NETePay for a server in Artisan.<\/p>\n

    Installing NETePay Software for a Register<\/strong><\/h3>\n

    If you’re installing NETePay for a register, download the NETePay Manager<\/strong> software here<\/a> under “Client Controls<\/strong>.” You don’t need to download the Director file.<\/p>\n

    Click on the files ending in 1.55<\/strong>, 1.75<\/strong>, and 1.23<\/strong>.<\/p>\n

    \"\"<\/a><\/p>\n

    <\/a>Next Steps (for Register)<\/h3>\n

    Once the Listener file is downloaded, click on “Next<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Click “Accept<\/strong>,” then “Next.<\/strong>“<\/p>\n

    \"\"<\/a><\/p>\n

    Click “Next<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Click “Install.<\/strong>“<\/p>\n

    \"\"<\/a><\/p>\n

    Click “Finish<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Click “No<\/strong>” (do not restart computer yet).<\/p>\n

    \"\"<\/a><\/p>\n

    Download the 1.55<\/strong> and 1.75<\/strong> files and repeat these steps.\u00a0<\/p>\n

    Next, drag the Listener icon from your desktop to your “Startup<\/strong>” folder.<\/p>\n

    \"\"<\/a><\/p>\n

    Now, you can restart your computer.<\/p>\n

    When your computer restarts, confirm that the program is running in the system tray. For a register, only<\/em> the Listener program should be running. For a server, both<\/em> the Listener program and the Manager program should be running.<\/p>\n

    <\/a>Setting Up NETePay for a Server In Artisan<\/strong><\/h3>\n

    Head to “Go<\/strong>” and “Device Configuration<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Click on “Business and Financial Settings<\/strong>,” then “Payment Processing Settings<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Each register should have a “Payment Processing Profile<\/strong>.” You’ll need to create a profile for each device that you’re adding.<\/p>\n

    To do so, click on the dropdown and select “Edit List.<\/strong>“<\/p>\n

    \"\"<\/a><\/p>\n

    Click “Add<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    The name for this profile should match the station that you’re on. For example, we’re going to call this 001-01 NETePay, since we’re setting up NETePay for that station.<\/p>\n

    \"\"<\/a><\/p>\n

    Important: Press ENTER on your keyboard.<\/strong> Do not press “OK<\/strong>.” Pressing OK in this instance closes Artisan; this is an error we are currently in the middle of fixing.<\/p>\n

    Press “Save<\/strong>,” then reopen the “Payment Processing Settings<\/strong>” screen.<\/p>\n

    \"\"<\/a><\/p>\n

    Select your new profile from the dropdown.<\/p>\n

    \"\"<\/a><\/p>\n

    From the “Payment Processing Method<\/strong>” dropdown, select “NETePay and dsiPDCX From DataCap<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Enter your “Merchant ID<\/strong>” from your VAR statement (given to you from our sales team).<\/p>\n

    Enter your “Terminal ID<\/strong>.” This is also on your VAR sheet.\u00a0\u00a0<\/p>\n

    The “dsiPDCX Listener Host Name or IP<\/strong>” and “NETePay Service<\/strong>” fields should automatically say “localhost.” But if they don’t, type that in.<\/p>\n

    Next, enter your terminal device’s IP address. To locate it, do the following:<\/p>\n

    On your PIN pad, press 0001.<\/p>\n

    Press 1.<\/p>\n

    \"\"<\/a><\/p>\n

    Press 2.<\/p>\n

    \"\"<\/a><\/p>\n

    Your Terminal IP address is shown as the “IP Address<\/strong>.” Type that into the “Terminal ID<\/strong>” field in Artisan.<\/p>\n

    \"\"<\/a><\/p>\n

    Select your “Terminal Device<\/strong>.” This corresponds to your device’s brand.<\/p>\n

    \"\"<\/a><\/p>\n

    Leave “Processing Company<\/strong>” and “Commercial Card Data<\/strong>” as they are.\u00a0<\/p>\n

    \"\"<\/a><\/p>\n

    Set your “Processing Timeout<\/strong>” to anywhere from 40 to 99 seconds. This is how long the PIN pad will display for the customer before timing out.<\/p>\n

    If you accept debit cards, EBT, or gift cards, set those dropdowns to “Yes<\/strong>.”<\/p>\n

    Hit “Initialize<\/b>” once finished.<\/p>\n

    \"\"<\/a><\/p>\n

    Your screen should look similar to this:<\/p>\n

    \"\"<\/a><\/p>\n

    Press “Save<\/strong>.”<\/p>\n

    **IMPORTANT**<\/b><\/span><\/span><\/p>\n

    Do NOT skip the following steps, as they will need to be done on any connecting registers before attempting the initialization phase on those registers.\u00a0<\/b><\/span><\/span><\/p>\n

    Opening Port (and Enabling Firewall)<\/strong><\/h3>\n

    We’ll need to open port 9000 on every machine to be sure the NETePay service will run efficiently at both the server machine and all register machines. Follow these steps below.<\/strong><\/p>\n

    Search for \u201cWindows Defender.<\/strong>\u201c<\/p>\n

    \"\"<\/a><\/p>\n

    This will open \u201cWindows Defender<\/strong>.\u201d Click on \u201cAdvanced Settings<\/strong>.\u201d<\/p>\n

    \"\"<\/a><\/p>\n

    \u00a0<\/p>\n

    Click on \u201cInbound<\/strong>,\u201d and \u201cNew Rule<\/strong>.\u201d<\/p>\n

    \"\"<\/a><\/p>\n

    Select \u201cPort<\/strong>\u201d and hit \u201cNext<\/strong>.\u201d<\/p>\n

    \"\"<\/a><\/p>\n

    Click on \u201cTCP<\/strong>\u201d and \u201cSpecific Ports<\/strong>.\u201d Type in \u201c9000<\/strong>\u201d and hit \u201cNext<\/strong>.\u201d<\/p>\n

    \"\"<\/a><\/p>\n

    Select \u201cAllow the Connection<\/strong>.\u201d Hit \u201cNext<\/strong>.\u201d<\/p>\n

    \"\"<\/a><\/p>\n

    Check \u201cDomain<\/strong>,\u201d \u201cPrivate<\/strong>,\u201d and \u201cPublic<\/strong>.\u201d<\/p>\n

    \"\"<\/a><\/p>\n

    Give the port a name and hit \u201cFinish<\/strong>.\u201d<\/p>\n

    \"\"<\/a><\/p>\n

    \u00a0<\/p>\n

    Follow the above steps for \u201cOutbound Rules<\/strong>.\u201d (During the “Name” section, call it “Outbound Port 9000 for Netepay.”)<\/span><\/strong><\/p>\n

    \"\"<\/a><\/p>\n

    To double-check to make sure that the firewall settings are set right, open your Task Manager in Windows.<\/p>\n

    Look for these two entries.<\/p>\n

    \"\"<\/a><\/p>\n

    \u00a0<\/p>\n

    If these two exceptions are not listed in the Task Manager, you’ll need to add them.\u00a0<\/p>\n

    Click on “Allow an app or feature through Windows Defender firewall<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Then, click “Change settings<\/strong>” and “Allow another app<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Click on “Browse<\/strong>” on the following screen.<\/p>\n

    \"\"<\/a><\/p>\n

    You’ll see a list of programs. Locate NETePay Inbound, NETePay Manager, and dsipdcx_listener.\u00a0<\/p>\n

    \"\"<\/a><\/p>\n

    \"\"<\/a><\/p>\n

    Click the “Add<\/strong>” button.<\/p>\n

    See the “Rebooting NETePay<\/strong>” section and perform that step.<\/p>\n

    Setting Up a Register<\/h3>\n

    If you’re setting up a register, your requirements look a little different.<\/p>\n

    Instead of typing “localhost<\/strong>” into the “NETePay Service<\/strong>” field, you’ll enter a number. This number is the IP address of the server machine. You can find that from your network adapter preferences.<\/p>\n

    \"\"<\/a><\/p>\n

    Type in your “Terminal Device IP address” <\/strong>from the “IP address<\/strong>” section on your PIN pad.<\/p>\n

    Next, select your “Terminal Device<\/strong>.” This corresponds to your device’s brand.<\/p>\n

    \"\"<\/a><\/p>\n

    Leave “Processing Company<\/strong>” and “Commercial Card Data<\/strong>” as they are.\u00a0<\/p>\n

    \"\"<\/a><\/p>\n

    Set your “Processing Timeout<\/strong>” to anywhere from 40 to 99 seconds. This is how long the PIN pad will display for the customer before timing out.<\/p>\n

    If you accept debit cards, EBT, or gift cards, set those dropdowns to “Yes<\/strong>.”<\/p>\n

    Hit “Initialize<\/b>” once finished.<\/p>\n

    \"\"<\/a><\/p>\n

    \u00a0<\/p>\n

    Note:\u00a0<\/strong>The following are advanced steps you can follow in the event your port numbers do not work correctly. If port 80 doesn’t work correctly, we’ll use port 9000.<\/p>\n

    Repeat this process for every register that is going to be connected to the main server.<\/strong><\/span><\/p>\n

    <\/a>NETePay Set Up – Success<\/h3>\n

    When NETePay is set up successfully, you should see the following icons in your system tray on your main register.\u00a0<\/p>\n

    \"\"<\/a><\/p>\n

    The red icon is the manager<\/strong> while the blue icon is the listener<\/strong>. The manager icon should have a green checkmark to indicate it is running properly.<\/p>\n

    All other stations will only show the listener icon in the system tray.<\/p>\n

    <\/a>Important Notes<\/h3>\n

    If your computer shuts down or needs to restart, the following screen might appear once the computer has powered back on. This screen is the listener. Please do not close out of this screen. Minimize it instead.<\/span><\/strong><\/p>\n

    \"\"<\/a><\/p>\n

    <\/a>Rebooting NETePay Manager<\/h3>\n

    If you need to reboot your NETePay Manager, right-click on the manager icon and select “Load Parameters [Stop\/Start Director]<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    Advanced Information<\/h3>\n

    The following section is for advanced users.<\/p>\n

    To ensure that NETePay restarts in the event the computer shuts down and needs to power back on, the Support Team places the NETePay files in a special folder.\u00a0<\/p>\n

    Type “Run<\/strong>” in the Windows search bar and click on the program.<\/p>\n

    \"\"<\/a><\/p>\n

    This launches a dialog box. Type shell:startup<\/strong> and press “OK<\/strong>.”<\/p>\n

    \"\"<\/a><\/p>\n

    This opens the folder that houses any programs that automatically launch when the computer is started.\u00a0 NETePay files are housed here (dsiPDCX Listener file and NETePay Manager).<\/p>\n

    \"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    NETePay is a program from the software company Datacap. NETePay connects with a variety of payment processors within Artisan. This is the outline you should follow for setting up NETePay on a server, then a register. Start with installing NETePay on the server–setting up on a register will come later….<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[402],"ht-kb-tag":[],"class_list":["post-6605","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-netepay"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6605","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=6605"}],"version-history":[{"count":111,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6605\/revisions"}],"predecessor-version":[{"id":20665,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6605\/revisions\/20665"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=6605"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=6605"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=6605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}