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Moneris Desk/5000 Network Terminal Setup

Click Here for the Moneris Desk/5000 Reference Guide

 

Moneris Software Setup

 

To set up your terminal software quickly, simply respond to the prompts on the screen. If you need help, follow these step-by-step instructions.

  1. Tap Ok
  2. Wait while the terminal connects to Moneris to obtain your account settings.  
    • The Terminal uses dynamic IP addressing by default. If your network uses Static IP, the "We're unable to connect" message appears. 
  3. The next step is to set up a high security user ID and passcode. See Securing your Terminal below

 

Securing your Terminal

 

A high security user ID and passcode are required to protect the terminal from unauthorized use. Use this user ID/passcode to access protected transactions and edit protected settings on the terminal.


Note: If this is a replacement terminal, the user ID/passcode setup prompt will not appear. Moneris will download the high security user ID/passcode you created when setting up your previous terminal.

 

  1. Tap the User ID field, enter a user ID consisting of 1 to 4 digits, then tap OK.
  2. Tap the Passcode field, enter a passcode consisting of 4 to 10 digits, then tap OK. 
    • You cannot use 3 or more consecutive numbers such as 1236, 65439, or 3 or more repeating numbers such as 9996, 1113 
  3. Tap the Personal Identifier field, enter a name, then tap OK. 
    • This field is optional.
    • It can be letters or numbers.
    • It could be your name or employee number, or other descriptor such as Manager or Supervisor 
  4. Tap OK at the bottom of the screen to create your high security user ID and passcode.

 

Connection Setup

 

The terminal is unable to connect to Moneris and requires information about your network to establish the connection settings. If you are not sure how your network is set up, contact your network administrator.


Note: When entering IP addresses, use the terminal's keypad. To enter a period, press the key.

  1. Tap the Select IP Address Type field and select the type of IP addressing used by your network.
  2. Select Static IP
  3. At the Static IP setup screen, tap each field and enter the requested IP address, then tap OK.

Note: The automatic DNS toggle (set to off) is shown for information only and cannot be changed at this screen.

  1. The terminal displays: “Please wait while your device syncs with Moneris".

 

Set the IP Address to Static

Note: If the device is automatically connected to the network, use the IP address the device is already on. 

  1. From the Main Menu tap Settings
  2. Tap Communication
  3. Tap Communication Setup
  4. Tap Saved Networks
  5. Tap your network
  6. Tap Advanced Settings
  7. Tap IP Address Type and choose Static IP
  8. Tap IP Address and enter the IP Address for this Moneris Terminal
  9. Tap Subnet Mask and enter the Subnet Mask
  10. Tap Gateway and enter the Gateway
  11. Tap Primary DNS and make sure the DNS is correct
  12. Tap Secondary DNS and set to 0.0.0.0
  13. Click Save

 

 

Setting up Core Semi-Integrated on your Terminal

  1. Tap Settings
  2. Tap Application
  3. Tap Integration
  4. Tap the Integration toggle to enable integration
  5. The integration toggle becomes green and the Solution Type field appears.
  6. Tap the Solution Type field and select Core Semi-Integrated
  7. Tap the Integration Method and then choose Ethernet
  8. Tap the Listening Port field and change the default port number to 5110
  9. Tap the Print on terminal toggle and disable support for printing receipts on the terminal. All receipts should print from the POS Printer. 
  10. Tap Save
  11. After you tap Save, the terminal returns to the Application Settings menu. The "Settings Saved" notification also appears.
  12. The terminal returns to the Main Menu

 

Configure Payment Terminal Integration in the POS

  1. From your Point of Sale click Admin
  2. Click Payment Terminal
  3. Check off "This register has an integrated payment terminal"
  4. Choose Moneris - D/M 5000 from the drop-down beside Terminal Type
  5. Type in the Terminal Address (Static IP Address)
  6. Type "5110" in the Terminal Port Number
  7. Click Additional Settings
  8. Type "Tee On" for the ECR ID
  9. Enter Config Code "C000718SI"
  10. Type in your Terminal ID. This can be found by going to Settings > Communication > Terminal Management 
  11. Leave the API Token field blank
  12. Leave the API Version blank
  13. Click Ok
  14. Click Test Connection
  15. If everything is set up correctly you will get a Connection Successful message

 

Turn off Cardholder Choice

  1. From the Main menu tap Settings
  2. Tap Quick Setup
  3. Tap Receipt
  4. Tap Cardholder Choice and make sure its disabled

 

Set the Time Out

  1. From the Main menu Tap Settings
  2. Tap Miscellaneous 
  3. Tap Idle Timeout
  4. Set the Idle Timeout to 60 seconds

 

Reboot the Terminal

  1. Press and Hold the <  & .,#*    buttons until the terminal reboots

 

Toggle to Standalone Mode

  1. To toggle back to standalone mode, on the Main Menu swipe left to view the second screen
  2. Tap Standalone