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How to change terminal configuration

Version: V4.4
Added on: 12/22/16
Difficulty:
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Creating new terminal configuration 09/23/15 30 mins Special tutorial which describes how to create a new configuration.
How to review terminal configuration 12/11/15 15 mins Special tutorial which describes how to review a terminal configuration.

How to change terminal configuration

  1. Are you ready?

    In this tutorial we are going to learn how to change configuration for one or several terminals. Firstly, we will change configuration for one particular terminal. After this, we will learn how to change configuration for a group of terminals that are assigned to one merchant. Note that you can choose several criteria to distinguish a group of terminals that you want to modify.

    We will use the following parameters:
    Merchant: My First Merchant
    Terminal Code: 001
    Portfolio: My First Portfolio
    Old Parameter: PIN Pad - Internal
    New Parameter: PIN Pad - External
  2. Firstly, let's learn how to change configuration for one particular terminal.
  3. Log in to the system using your Username and Password and switch to the Management => Terminal Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  4. Select appropriate Merchant and Merchant Account in the top section of the screen.
  5. Select an appropriate terminal in the top section of the screen.
  6. Click   Parametersbutton in the top section of the screen.
  7. Locate   Terminal Settings  groupbox
  8. Select External in
  9. Click   Savebutton
  10. Now, let's learn how to change configuration for a group of terminals.
  11. Switch to the Management => Portfolio perspective.
  12. Select an appropriate portfolio in the top section of the screen.
  13. Click   Equipmentbutton in the top section of the screen.
  14. Choose   Parameters  menu item  from the list.
  15. Locate   Hierarchy Search  groupbox
  16. Select My First Merchant in   Merchantdropdown
  17. Click   Findbutton
  18. Locate   List  groupbox
  19. Click Select Allbutton to change configuration for all terminals that are assigned to the selected merchant.
  20. Click Bulk Modifybutton
  21. Locate   Terminal Settings  groupbox
  22. Select External in
  23. Click   Savebutton
  24. Congratulations, you are done!

    You have learned how to change terminal configurations. Now you can do this by yourself.

Tags

Terminals   Terminal perspective   Portfolio perspective  
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