TransAction+ is a payment processor with internal software that integrates with NorthStar Order Entry in order for clients utilizing it to be able to take credit card payments at their point of sale.
Table of Contents
ECM Configuration
Please speak to a CBS representative to turn on feature flag for LoyaltyV2 for account to have access to this set up.
TransAction+ Payment Processor
This setup allows for TransAction+ to be utilized as a credit card processor for ECM payment setup.
Log into ECM.
Navigate to Sites > Sites and Groups
Edit a Site.
Click on Payment tab.
Click on Add Processor.
Click on TransAction+ processor.
Set TransAction+ as main Credit Card processor along with Display Name and provided Store Id.
Payment Device Configuration
Navigate to the Peripherals Tab.
Add a new payment device
Add a name (Usually the brand and model of payment hardware), then select ‘type’ and choose transaction+
Enter a Terminal Id after selecting TransAction+. (This can be any number the user account wants, but they should be keeping track of this.)
Navigate to Devices → Edit the Device you want to add the Payment Device to → Add the payment device.
Completed ECM setup.
Terminal and Payment Device Prep
Prepping the terminal is important to make sure all the hardware and software is installed correctly and functions properly
Attaching Payment Device
On the Terminal, open the Device Manager in Windows OS.
Open the drop-down for Ports - Should show all available ports not being used.
Attach the payment device to an open port. - New device should immediately display in Device Manager. - Example here is an Ingenico Lane 3000 payment device.
IMPORTANT - Make note of the COM # that displays for attached device.
Install Device Manager by GK Software.
Upload this GK Software Device Manager zip file to the C:\CBS folder of the terminal. -
Unzip the file.
Navigate into unzipped Device Manager file and install the GKSoftware.PATT.Service.Install.572 software to the terminal.
Click Next.
Click Install.
Complete installation of software.
Open services.msc and check for GK T+ Device HQ service, and verify it is running.
Installation is completed and verified.
Configure Device Manager software.
Make sure Device Manager from GK Software is installed first before starting this step.
Navigate to C:\Program Files (x86)\GK Software\Device Manager.
Right-click on GKSoftware.PATT.Service file and run as an administrator.
A warning will display that the software service is running in the background and click OK.
The TransAction+ Device Manager GUI will display. Click on Settings.
The Application Settings will display.
T+ Address - IP Address that T+ will be installed on.
T+ Backup - IP Address that T+Backup will be installed on.
POS Type - Point of Sale options.
Fake POS API - Used for testing. (Use this if this is the initial setup and testing.)
POSitouch - Legacy POS software.
SPCWIN - IP Address of POSitouch main server. (Leave this by default.)
Default EMV - Options depend on hardware.
Options with the word production at the end are ONLY FOR PRODUCTION and actual credit card charging.
EMV FDMS NoCVMSignature test - Choose this for testing and training.
Default Template - Will change depending on the choice set from Default EMV
Mobile - Should be default option.
Under the Devices tab click on the +Add option.
The Device Settings will display.
Enabled - Make sure this is checked if setting up a payment device in this Device Manager software.
Name - Name of payment device.
Payment Profile - Several options here that depends on how site wants to take payment on device.
Remote Pay (default) - Choose this option for training and testing.
Device Type - Brand and model of payment device.
Device Connection - Connection type of payment device.
TCPIP - IP based device.
If chosen, these options will display and need to be filled.
SerialOrUSB - Serial or USB based device. (Remember noted COM # from Attaching Payment Device section earlier)
If chosen, the COM # options will display.
T+ Store Id - Number depends whatever the user account wants it to be.
Terminal Id -