PaperCut 3rd Party Hardware Payments
Contents
1. PaperCut PaperCut 3 Party Hardware Payments Manual PaperCut 3rd Party Hardware Payments provides the ability for users to add credit to their PaperCut printing account and or pay for print jobs at the time of printing using a supported hardware device Unlike the payment gateway module which allows users to add credit from an external source via the user web tools interface hardware payments are made via the standalone release station software This has the advantage of allowing integration with devices such as cash acceptors coin and bill note validators and card readers This document contains general information that may be of use when setting up hardware payments with any device It is designed to be used in conjunction with a separate device specific setup guide Contents DDT astra ares ean oa sete tl na ety aa aee e du a aaao 3 2 Configuring PaperCUt sssiesioreiirioeiipirei osiris rir EE EAEE east awardee AAE 4 3 Customization and Advanced Configuration cccccsssseeceeceecaeeeeeeeeeceeeeeeeeeeeeeeauaeeeeeess 5 3 1 INStrUCt ONS eieae a aE e a aeann aaao 5 32 Station NaMe sinasin E a E EE O E EEE E 5 3 3 Visual CUSLOMIZALON cxiscininncmninnineminonme GENET 5 3 4 Pay and Release Mode Specific Configuration ccsesssceeceeeseeeeeeeeeeeeeeeeeeeeeeeas 5 3 4 1 Account Charge Odell icisiciceirasdeseeidepderdadiadandeddardaddenteadapdihdesdseadapdadedadenetedande 5 3 4 2 Providing Change iasesnearataraaniescaehrr2. The account charge order option in the pay and release config file determines which source of credit is charged first Currently the two options are the user s personal account balance and the credit source s balance E g a user prints a job costing 0 50 They have 0 20 in their account The user logs into the station and inserts their card which has a balance of 1 00 The station is configured to Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 5 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 charge the personal account before the credit source When the user releases the job 0 20 will be charged to their personal account i e the full amount possible from their personal account and the remaining 0 30 is charged to the credit source The user now has 0 70 left on their card If the charging configuration had been reversed the full 0 50 cost of the job would have been charged to the card leaving 0 50 on the card and 0 20 in their account 3 4 2 Providing Change The give change option determines what happens to the remaining balance when a user logs out The device specific setup guides may provide a recommendation on the option to use E g card readers should almost always use the value Na to indicate that change is irrelevant i e the remainder should be left on the card and the user should not be asked what to do with it For more information see the
3. PaperCut 3rd Party Hardware Payments Manual v2013 03 19 2 Configuring PaperCut These steps should be completed before continuing with the steps in the device specific setup guide To prepare PaperCut for use with hardware payments 1 Ensure PaperCut is already set up and running 2 From the PaperCut administration interface navigate to Options gt Advanced gt External Hardware Integration and enable the option Enable external hardware integration 3 Setup a release station as per the instructions in the README txt file in the release folder of the PaperCut installation directory Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 4 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 3 Customization and Advanced Configuration While each device credit source comes with a separate document for setup and device specific configuration there are several configuration options that apply to all credit sources The configuration files of interest are e app path release config properties which provides global configuration options for the station e app path release extensions pay and release properties with options specific to pay and release mode e app path release extensions pay station properties with options specific to pay station mode e app path release extensions credit sources where you will find several con
4. After counting the cash and signing the report the approver should 1 Deposit the cash and file the signed report Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 13 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 6 3 Modifications to Cash Collection Procedure Some possible modifications to the above cash collection procedure include e If you have an accurate time source such as a server s clock or if workstations have their time reliably updated via NTP time synchronization then there is no need to make the 1 deposits to mark the time The collector would simply skip this step and type the accurate time directly into the Transaction History filter e For extra security you may prefer that a person other than the collector runs the reconciliation report This ensures that the collector does not know whether there is more cash in the device than has been reported so is unable to take advantage of the situation Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 14 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 7 Troubleshooting and Investigating Overs Unders Differences between cash collected and recorded amounts taken overs or unders are possible or even common in any environment where manual cash handling or processes take place Significant overs or unders may warrant further investigati
5. comments in the config file 3 4 3 Balance Labels The personal balance label and credit source balance label options can be used to append text after the displayed balances E g 1 00 card instead of just 1 00 This can be useful if users are confused about which balance is which Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 6 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 3 5 Self registration of Users with cards NOTE This feature is available in PaperCut 9 5 or higher PaperCut has a feature called Internal Users which allows users to be managed internally by the application instead of relying on an external source like LDAP or Active Directory This can be useful for managing guest users or anonymous users on your network PaperCut allows these internal users to be created by an administrator or through a self registration form using a web browser For more information on Internal Users see the PaperCut manual chapter called Managing Guests and Internal Users The Pay Station may be used to self register users and this works as follows 1 The user swipes their card at the pay station Any card reader that emulates a standard keyboard can be used 2 If PaperCut detects that the given card is not registered with the system the user will be prompted to register a new user account 3 They will be prompted for a P
6. for printing or copying immediately Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 11 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 6 Suggested Cash Collection Procedure When dealing with devices that collect cash it is essential that the organization has a well defined procedure for its collection and auditing We suggest using the following procedure to collect cash from a device 6 1 Requirements e One person is designated collector and will be responsible for collecting the cash from the device counting it and returning it to the office cash storage location e The collector has access to a network login designated specifically for collecting cash i e it should not be an account that is otherwise used for printing copying or adding balance e Asecond person is designated approver and will be responsible for cross checking the collector s cash takings depositing the cash and filing the cash reconciliation report Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 12 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 6 2 Process The collector should 1 9 10 11 Log into the Pay Station using their designated account and deposit 1 This transaction will mark the end of the collection period for this device Collect the cash from the device and set it up again so th
7. IN number which will be also set as their password 4 PaperCut will create the user creating an automatically generated username which will be displayed to the user 5 The user may then add cash to their account as usual Once their account is created they can login at other devices or user their username and PIN password to authenticate with PaperCut for printing release stations or the end user web interface 3 5 1 Configuring card self registration The first step in configuring card self registration is to enable the Internal Users feature in PaperCut see PaperCut manual for details The username prefix configured there will also be used as the prefix for automatically generated usernames created via the VCA The next step is to enable card self registration on the Pay Station To do this 1 Open the config properties app path release config properties file ina text editor 2 Enable card authentication by changing the use card authentication setting to Y 3 Enable card self registration by changing the enable card self registration setting to Y 4 Save the configuration These changes will take effect after restarting the pay station If you do not need self registering users to have PINs or passwords then the PIN entry can be disabled by setting the card self registration request pin setting to N in the same way as described above In some environments the administ
8. arndnnduwxarecaccieawaaasuanianuwadaiusmanieivenamanteaiess 6 3 4 3 Balance SS sy yaa e a E e 6 3 5 Self registration of Users With Cards ccccccceeceeceeceeceeeeceeaeeaaeaaaeaseeseeseeseeenees 7 3 5 1 Configuring card sSelf registration ccccccssssssceccceceeeeeeecceceeeueeeeeeeeeeaaaeeeeees 7 4 Acknowledgement Printer Receipts and Transaction Errors ccccseeccecsseeeceeeeeeeseaees 9 AL MUSE UNO IN ade erate sascha EEEE E E A EEA RE AEA 9 4 1 1 Device configuration cassscz scaecsaaasdsatescagas seiqacdaumeasasiannncananaaaasesdunsoemtioasieeness 9 4 1 2 Receipt template customization cccccceeeeseeeeeeeeeaaeeeeeeeecaeaueeeeeeeeeeauaeeees 10 4 1 3 Error template CUStOMIZATION caiviniecdcnvaivravecdanneaveresansenaee avr staesivssmenenans 10 Sample End User Information Sheet ccssssscceccccseeeeeecceeeeeeseeeceeeeeeueeseeeeeeeeaeaagees 11 6 Suggested Cash Collection ProceCure ccccsssessccececssseesceceeceeeeeeeceeeeesueseeeeeeeauaneeees 12 Gil REQUIFEMENES iesi cin icedoccccesnnes eve duacticadenedeneavsecinsanedeneabiesandseulgeedauteeanugendeeRaeseindeuieery 12 6 2 PROCESS unicorn ienaa a i a e a a a a EEE A EnG 13 6 3 Modifications to Cash Collection Procedure sssesssessessseresesssrsssssrerrrrrrrerrene 14 Email sales papercut com Web www papercut com PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 7 Troubleshooting and Investigating Over
9. at it may be used immediately Log into the PaperCut administration interface either from the Pay Station itself or from another convenient system Navigate to Devices gt name of device gt Transaction History and click Show Filter Inthe Transacted by field enter their designated user name remove the date under From date and press Apply Filter The table will now show all transactions on this device from the collector Identify the date and time of the last transaction This will be the transaction from step 1 This date and time should be entered into the To date and corresponding Time field Identify the date and time of the second last transaction This should be the collector s transaction from the previous collection period The date and time should be entered into the From date and corresponding Time field The time entered should be one second after this transaction so that it is not included in the data for this collection period Clear the Transacted by field and press Apply Filter The table should now display all transactions after the previous collection and up to and including the transaction from step 1 Below the table click Reconciliation report Print the generated report Count the collected cash and fill in the printed report including the amount collected and how much if any it differs from the reported amount Take the cash and signed report to the approver for cross checking and sign off
10. e supported eg lt br gt lt b gt lt i gt lt img gt lt p gt etc 2 If you d like images in your printouts uncomment remove the lt and gt parts the existing lt img src gt line near the beginning of the file 3 Modify the document to your heart s content Take note of keywords within symbols eg zname or balance when printing these variables are substituted for real data For the receipt template supported variables are n receipt id a unique random number assigned to each receipt date the date and time of the session name the username associated with the session card no the user s card number pay station name the name of the pay or pay and release station credit credit added to the user s account balance credit remaining on the user s account 4 Save and close the file 4 2 3 Error template customization Similarly modify the template for any errors the acknowledgement printer will report if enabled 1 Open ack printer error html ina text editor 2 This file follows the same formatting as previously however variables supported are date the date and time of the session name the username associated with the session card no the user s card number pay station name the name of the pay or pay and release station message this variable is substituted with information about any errors that have occurred and so could a few lines of text long Keep this in mind when c
11. fig files specific to the type of device that will be connected 3 1 Instructions The station can display a short message on screen that instructs the user about how to use the payment device The instructions can be used to guide the user through the process of adding to their account balance as well as providing any organization specific information such as the places their balance may be used The instructions option is available in most of the config files Setting the option in more specific config files will override the option in less specific ones E g setting the instructions option in the pay and release config file will override the instructions set in the global release station configuration 3 2 Station Name By default the station will be listed on the Devices tab of the PaperCut administration interface with the name pay station hostname where hostname is the host name of the system where the pay station is running This name may be changed by editing the pay station or pay and release configuration file and setting a value for the station name option 3 3 Visual Customization The pay station may be visually customized in the same way as the release station See the PaperCut user manual section Hold Release Queues amp Print Release Stations gt Release Station Configuration gt Standard Release Station Configuration for further information 3 4 Pay and Release Mode Specific Configuration 3 4 1 Account Charge Order
12. int receipts for any credit a user may have added while logged in at a pay pay and release station and can also output notifications for any errors which may have occurred during these transactions such as a coin box being full Receipts and Error Notifications give users something physical to serve as a reminder provide some much needed evidence of any problems in which case are a useful starting point towards resolution 4 1 Requirements Any printer can be used as an acknowledgement printer however the small paper size convenience cost effectiveness and user familiarity of a thermal receipt printer is ideal e g the Epson TM series As the station will be the system sending print jobs receipt or error messages the printer must be accessible on the network by the station 4 2 Configuration Three configuration files are of interest e app path release extensions acknowledgement printer ack printer properties where you can configure the acknowledgement printer e app path release extensions acknowledgement printer ack printer receipt html defines formatting of transaction receipts e app path release extensions acknowledgement printer ack printer error html defines formatting of error reports 4 2 1 Device configuration By default acknowledgement printer functionality is disabled To enable the feature 1 On the machine hosting your Pay or Pay and Release Station install the Acknowledgement Printer device a
13. on Because overs or unders are common it is important that there is a well defined procedure to follow As the situation is similar to collecting cash from other devices such as cash registers vending machines or coin units the organization may have an existing process which can be adapted Detailed transaction and operational information can be gathered from PaperCut and the Pay Station as follows e A full transaction history for the device can be accessed from the PaperCut administration interface via Devices gt name of device gt Transaction History The filters provided make it easy to narrow down the search to a particular time period or for a particular user e Event and transaction logs are also stored on the Pay Station system itself These are located in the home directory of the user currently logged into the operating system e g C Documents and Settings username The Pay Station maintains the following files in this directory O pay station transaction log contains all transactions carried out on the device It should match the device s transaction history in the administration interface mentioned above O pay station event log contains various information about the state of the Pay Station If there has been an error processing a transaction it will be logged here o release station log contains more general information about the running of the Release Station and Pay Station functionality If aseri
14. ous error has occurred while running the Pay Station it will be logged here Feel free to contact the PaperCut Software Development Team via support papercut com if you require assistance Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 15 of 15
15. rator may not want to allow all types of cards to be self registered with the system For example you may only want cards purchased from your Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 7 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 organization to be used for self registration You can configure PaperCut to only accept cards matching a particular pattern using the card self registration allowed card regex setting By default any card number is allowed The card will only be allowed to self register if it matches the given regular expression Below are some examples of regular expressions Regular Expression Meaning 123456 Matches any card number containing 123456 4123456 Matches any card number starting with 123456 123456S Matches any card number ending with 123456 Nabc 123S Matches any card number starting with abc and ending in 123 d 9 Matches any card starting with 9 digits and then an 200 1234 Matches any card starting with 200 and then any one of 1 2 3 4 E g it would match 2004 but not 2006 Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 8 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 4 Acknowledgement Printer Receipts and Transaction Errors An acknowledgement printer can pr
16. s Unders ccecceeceeeesessetaeaeeeeeeeeeeeeeseeeees 15 Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 2 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 1 Overview Depending on the credit source the 3 party hardware device payment integration may be provided in one of two possible modes pay station mode or pay and release mode Pay station mode is designed for devices such as cash acceptors where a payment can be made but no change can be returned Payments are made directly into a user s account which can then be used for printing A station can be run in dedicated pay station mode so that the station is used for payments only and has no association with print job release also known as a kiosk type system Pay and release mode is designed for devices that can provide change or store a balance such as a cash acceptor with coin return or a stored value card reader The cost of held print jobs is charged to the device as they are released The remaining amount can then be returned to the user as change or left on their card when the user logs out Both modes can additionally be configured to print fully customizable receipts and error notifications to an acknowledgement printer usually a small thermal printer mounted next to or in the pay station Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 3 of 15 PaperCut
17. s you would for any other printer Take note of the printer s name 2 Open ack printer properties ina text editor such as Notepad Modify the ack printer enabled setting to Y 4 Modify the ack printer name setting to your acknowledgement printer s name queue name e g in Windows as it appears in Devices and Printers 5 Modify the ack printer receipt mode credit added ack printer receipt mode no credit added and ack printer error notification enabled settings as appropriate 6 Modify the ack printer width and ack printer margin settings as appropriate for your device Unless you know the exact paper dimensions you ll be printing to these last few settings are best discovered through a few rounds of trial and error although they will default to sensible values for an average receipt printer 7 If you do not want the acknowledgement printer to output a brief test message each time the pay pay and release station is started set ack printer perform test print to N 8 Save and close the file Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 9 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 4 2 2 Receipt template customization Next customize the template your receipts will use 1 Open ack printer receipt html ina text editor This file follows the HTML document format and all standard HTML tags ar
18. ustomizing your template 3 When done save and close the file Copyright 2009 2013 PaperCut Software International Pty Ltd All Rights Reserved 10 of 15 PaperCut PaperCut 3rd Party Hardware Payments Manual v2013 03 19 5 Sample End User Information Sheet It is generally the administrator s task to educate users about new IT policy or system usage changes Providing the right information and guidelines to users is important for the success of any new system The purpose of this information sheet is to help the administrator provide the necessary information to users The example provided is designed for use with a bill validator note acceptor and can be used as a starting point for your own handout We suggest you enhance the information sheet to include information such as e Howto report problems such as a coin note unit being full or not accepting e Help desk details location phone number e How to provide feedback about the new system This station allows extra credit to be added to your printing and copying account by inserting cash into the cash acceptor unit To add credit to your account 1 Log in to the station using your personal username and password 2 Click the Add Value button at the top of the screen Time User Printer Document 3 Follow the on screen instructions to insert cash and add credit to your account 4 Press the Done button when you are finished 5 You may use the credit
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