Epson OmniLink Merchant Services V3 Operating instructions

OmniLink Merchant Services V3
Epson
Brand
Epson
Model
OmniLink Merchant Services V3
Category
Print & Scan
Type
Operating instructions

Epson OmniLink Merchant Services V3 seamlessly integrates with POS systems and TM printers, enabling businesses to leverage cloud-based services to enhance customer engagement and streamline operations. With its advanced capabilities, it empowers merchants to:

  • Send electronic receipts to customers via email or SMS, improving customer convenience and reducing paper waste.
  • Offer digital loyalty programs, rewarding customers for their purchases and encouraging repeat business.
  • Gain valuable insights into customer behavior through data analytics, enabling businesses to make informed decisions and improve marketing strategies.

Epson OmniLink Merchant Services V3 seamlessly integrates with POS systems and TM printers, enabling businesses to leverage cloud-based services to enhance customer engagement and streamline operations. With its advanced capabilities, it empowers merchants to:

  • Send electronic receipts to customers via email or SMS, improving customer convenience and reducing paper waste.
  • Offer digital loyalty programs, rewarding customers for their purchases and encouraging repeat business.
  • Gain valuable insights into customer behavior through data analytics, enabling businesses to make informed decisions and improve marketing strategies.
OmniLink Merchant
Services
Operation Guide
M00122800 EN
Introduction
Manuals
e following three manuals for OmniLink Merchant Services are provided.
Development Guide
is manual provides necessary information to congure a development environment for developing OmniLink
Merchant Services (cloud-based applications) and migration of developed services to production environments for
system developers.
Setup Guide
is manual is for an installer who installs TM printers in stores. Provides necessary information for setting up the
printers to use the OmniLink Merchant Services.
Operation Guide (this document)
is document describes printer status monitoring performed daily, error handling procedures, and other aspects
of service operation.
Precautions
o Unauthorized duplication, copying, reproduction, or modication of any part or all of this document is strictly
prohibited.
o Contents of this manual are subject to change without prior notice. Contact us directly for the most recent
information.
o Every eort is made to ensure that the contents of this manual are without error. Please contact us if any errors
or other issues are found.
o e previous statement notwithstanding, we will not be liable for any negative impact as a result of use.
o Epson shall not be liable for any damages caused as a result of using this product incorrectly, failing to comply
with the content of this document, or having repair or modications performed by third parties other than
Epson or those
specied
by Epson.
o Epson shall not be liable for any issues as a result of installing optional parts or consumables that are not
genuine Epson parts or parts
certied
by Epson.
Epson OmniLink Merchant Services Operation Guide
Introduction
2
Usage Limitations
Please use our products in environments and systems designed with consideration to safety and disaster recovery
such as fail-safe congurations and redundant designs, for example, if this product is used in applications in which
a high level of reliability and safety in functionality and precision is required such as in aircra, trains, ships,
automobiles and other transportation-related applications or in crime prevention equipment and safety equipment.
is product is not intended for use in applications that require extremely high levels of reliability and safety such
as in aerospace equipment, trunk-line communications equipment, nuclear power control equipment, and medical
equipment.
Consider your usage environment and requirements carefully before using this product in such applications.
Terms and Symbols Used in the Manuals
Terms
Denitions of the terms used in this document are as follows.
Service provider
A solutions provider who develops a cloud-based service using Epson Omnilink Merchant Service Web API and
delivers it to customers.
Deployment partner
An installer who installs and sets up TM printers in stores, and congures the production environment.
Service
A cloud-based application such as sales analysis, reward point program, etc., that is developed by a Service
provider.
Meaning of Symbols
e following symbols are used in this manual. Make sure to understand the meaning of these symbols before
using the product.
Describes usage precautions that must be observed. Incorrect handling due to the disregard of this
information may result in product failure or incorrect operation.
Note:
Describes additional explanation or other useful information.
U
Indicates related reference pages. If the reference section is in blue text, click the blue text to open
the relevant page.
Epson OmniLink Merchant Services Operation Guide
Introduction
3
Contents
Introduction...................................................................... 2
Manuals.............................................................................. 2
Precautions........................................................................... 2
Usage Limitations....................................................................... 3
Terms and Symbols Used in the Manuals...................................................... 3
Terms............................................................................. 3
Meaning of Symbols................................................................... 3
WorkFlow........................................................................ 5
Error Handling......................................................................... 5
Network Connection Errors............................................................. 5
Receipt Mapping Errors................................................................ 6
Checking Usage Status................................................................... 7
Monitoring Printers.............................................................. 8
Receiving Error Notications.............................................................. 8
Conguring
Notication
Email Reception Conditions.......................................... 8
Conguring Receipt Mapping Error Notication Conditions..................................... 9
Monitoring Printer Connection Status....................................................... 12
Monitoring Print/Receipt Mapping Status.................................................... 15
Check the usage status.......................................................... 19
Appendix........................................................................ 21
Rights and Available Features............................................................. 21
Rights............................................................................ 21
Rights and Correspondingly Available Features.............................................. 21
Updating Printer Firmware/SSL Certicates................................................... 24
Update Firmware.................................................................... 24
Updating SSL Certicates.............................................................. 26
Updating Firmware and SSL
Certicates
in Batches........................................... 28
Operating Environment................................................................. 34
Supported POS Systems............................................................... 34
Supported TM Printers................................................................ 34
Supported Browsers.................................................................. 34
Open Source Soware License............................................................. 36
OmniLink Merchant Services........................................................... 36
TM-T88VI......................................................................... 36
TM-T88VI-iHUB.................................................................... 36
Trademarks.......................................................................... 37
Epson OmniLink Merchant Services Operation Guide
Contents
4
WorkFlow
Error Handling
e following section describes the process ow to resolve network issues with TM printers, signicant changes in
receipt mapping status, and other issues.
Network Connection Errors
Service provider (Administrator)
Deployment partner
(Administrator)
Deployment partner
(Technician)
Receive notication email that a
network connection error has
occurred
U “Receiving Error Notications” on
page 8
Check the network connection error
U “Monitoring Printer Connection
Status” on page 12
Determine the cause of the network
connection error
Resolve the cause
Epson OmniLink Merchant Services Operation Guide
WorkFlow
5
Receipt Mapping Errors
Request a Development partner or Service provider with the Administrator right to make any changes to receipt
mapping congurations.
Service provider(Administrator)
Deployment partner
(Administrator)
Deployment partner
(Technician)
Receive notication email that the
receipt data classication rate has
decreased
U “Receiving Error Notications” on
page 8
Check the status of the decreased
receipt data classication rate
U “Monitoring Print/Receipt
Mapping Status” on page 15
Determine the cause of the decreased
receipt data classication rate
Dene analysis rules for the receipt
failing classication (receipt mapping)
USetup Guide
Check with the Service provider that
receipt data is retrieved correctly via
services
Check that receipt data is retrieved
correctly via services
Parser correction complete
Epson OmniLink Merchant Services Operation Guide
WorkFlow
6
Checking Usage Status
Service provider
Deployment partner
(Administrator)
Deployment partner
(Technician)
Check the usage status
U “Check the usage status” on page 19
Epson OmniLink Merchant Services Operation Guide
WorkFlow
7
Monitoring Printers
Receiving Error Notications
Notications can be sent via email when a printer experiences network connectivity issues, signicant changes in
receipt mapping status occur, etc.
Conguring
Notication
Email Reception Conditions
e following section describes the procedure to congure the type of notications to be received and the
frequency of notications.
A
Access the OmniLink Management Console from the following URL, and sign in.
North America region
https://service.omnilinkworld.com/admin/login
Europe region
https://service.omnilinkmerchantservices.eu/admin/login
B
Click at the upper-right of the screen.
C
Click My Account.
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
8
D
Click Edit in
Notication
Subscription.
E
Congure the type of notications to be received and the frequency of notications can be congured and
then click Save.
Item Description
Connection Statistics
Notications will be received per the specied Frequency when a network disconnection is
detected.
Receipt Mapping Statistics Notications will be received per the specied Frequency when the receipt mapping
classication rate changes signicantly.
Conguring Receipt Mapping Error Notication Conditions
Administrator can congure receipt mapping error notications for specic groups.
A
Access the OmniLink Management Console from the following URL, and sign in.
North America region
https://service.omnilinkworld.com/admin/login
Europe region
https://service.omnilinkmerchantservices.eu/admin/login
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
9
B
Click Group and Members.
C
Click Edit in Group.
D
Congure the receipt mapping error notication conditions and then click Save.
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
10
Item Description
Decline of data
classication rate (%)
Species the rate of decline when comparing the current data classication rate with the
average data classication rate for the past 7 days. A notication is sent when the data
classication
rate falls below the
specied
rate.
A notication is sent when the number of prints exceeds the number specied with
Minimum print count (sheets/day).
Minimum transaction count
(sheets/day)
Species the minimum number of prints every 24 hours used as the trigger for notications
of changes in the data classication rate. A notication is sent when the number of prints
exceeds the specied number.
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
11
Monitoring Printer Connection Status
e following section describes the procedure to check network connection status for printers. e connection
status for all printers can also be output as a CSV le.
A
Access the OmniLink Management Console from the following URL, and sign in.
North America region
https://service.omnilinkworld.com/admin/login
Europe region
https://service.omnilinkmerchantservices.eu/admin/login
B
Click Monitoring.
C
Check the network connection status for printers.
Daily
a
b
d
c
e
f
Description
a
Changes the printer displayed.
o All: Displays all printers registered to accessible groups.
o Errors: Displays only printers that have experienced disconnections.
b
Outputs connection status data of the last 10 days for the displayed printers to a CSV le.
The name of the CSV le will be output in the following format: OMS-ConnectionStatistics-YYYYMMDD.csv
(YYYYMMDD is the date when the
le
is output).
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
12
Description
c
Filter the display content based on store name, serial number of the printer, or other information.
d
Click the date to check the connection status on an hourly basis for that day.
e
Check the connection status by day for each printer within the last 10 days including the current day.
Monitor the connection status on an hourly basis.
Any and all disconnections appear in red (“0“). No disconnections whatsoever appear in white (“1“).
A lack of connection Information appears in gray (blank).
Click the printer to display the Device Detail - Summary screen.
f
The display range can be changed once the number of stores exceeds 10.
Hourly
a
b
d
c
e
f
Description
a
Changes the printer displayed.
o All: Displays all printers registered to accessible groups.
o Errors: Displays only printers that have experienced disconnections.
b
Outputs connection status data of printers for the selected day to a CSV le.
The name of the CSV le will be output in the following format: OMS-ConnectionStatisticsDetail-YYYYMMDD.csv
(YYYYMMDD is the date when the
le
is output).
c
Filter the display content based on store name or serial number of the printer.
d
Returns to the daily display.
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
13
Description
e
Displays the hourly connection status for the selected day.
Any and all disconnections appear in red (“0“). No disconnections whatsoever appear in white (“1“).
A lack of connection Information appears in gray (blank).
Click the printer to display the Device Detail - Summary screen.
f
The display range can be changed once the number of stores exceeds 10.
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
14
Monitoring Print/Receipt Mapping Status
e following section describes the procedure to check printer print/receipt mapping status. e print/receipt
mapping for all printers can also be output as a CSV le.
A
Access the OmniLink Management Console from the following URL, and sign in.
North America region
https://service.omnilinkworld.com/admin/login
Europe region
https://service.omnilinkmerchantservices.eu/admin/login
B
Click Monitoring.
C
Click Receipt Statistics.
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
15
D
Check the printer print/receipt mapping status.
Daily
a
b
d
c
e
f
Description
a
Changes the printer displayed.
o All: Displays all printers registered to accessible groups.
o Errors: Displays only printers for which the previously congured data classication rate has been exceeded.
b
Outputs print/receipt mapping status data of the last 10 days for the displayed printers as a CSV le.
The name of the CSV
le
will be output in the following format: OMS-ReceiptStatistics-YYYYMMDD.csv
(YYYYMMDD is the date when the le is output).
c
Filter the display content based on store name or serial number of the printer.
d
Click the date to check the print/receipt mapping status on an hourly basis for that day.
e
Check the print/receipt mapping status by day for each printer within the last 10 days including the current day.
Monitor print/receipt mapping status on an hourly basis.
o Transaction count [sheets]: Print count
o Data classication rate [%]: Data classication rate (ratio of Receipt, Report, and Shift classications)
Data appears in red when the result of comparing the data classication rate for the last 24 hours against the
average data classication rate of the last 7 days exceeds the specied rate, and the specied minimum print
count has also been exceeded.
*Areas on the screen appear in gray when there is insucient information, such as when a printer is newly
registered.
*If Transaction count is 0, the Data classication rate appears as “N/A“.
Click the printer to display the Receipt Mapping screen.
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
16
Description
f
The display range can be changed once the number of stores exceeds 10.
Hourly
a
b
d
c
e
f
Description
a
Changes the printer displayed.
o All: Displays all printers registered to accessible groups.
o Errors: Displays only printers for which the previously congured data classication rate has been exceeded.
b
Outputs print/receipt mapping status data of printers for the selected day as a CSV le.
The name of the CSV le will be output in the following format: OMS-ReceiptStatisticsDetail-YYYYMMDD.csv
(YYYYMMDD is the date when the
le
is output).
c
Filter the display content based on store name or serial number of the printer.
d
Returns to the daily display.
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
17
Description
e
Check the print/receipt mapping status data of printers for the selected day.
Monitor print/receipt mapping status on an hourly basis.
o Transaction count [sheets]: Print count (cumulative over the last 24 hours)
o Data classication rate [%]: Data classication rate (ratio of Receipt, Report, and Shift classications)
Data appears in red when the result of comparing the data classication rate for the last 24 hours against the
average data classication rate of the last 7 days exceeds the specied rate, and the specied minimum print
count has also been exceeded.
*Areas on the screen appear in gray when there is insucient information, such as when a printer is newly
registered.
*If Transaction count is 0, the Data classication rate appears as “N/A“.
Click the printer to display the Receipt Mapping screen.
f
The display range can be changed once the number of stores exceeds 10.
Epson OmniLink Merchant Services Operation Guide
Monitoring Printers
18
Check the usage status
e following section describes the procedure to check the number of transactions at each store (number of
receipts that are successfully parsed).
A
Access the OmniLink Management Console from the following URL, and sign in.
North America region
https://service.omnilinkworld.com/admin/login
Europe region
https://service.omnilinkmerchantservices.eu/admin/login
B
Click Report.
C
Check the print history.
a
b
d
c
e
Description
a
Changes the year and month of print history that is displayed.
b
The following information appears on-screen.
Stores: Number of stores with receipts that have been successfully parsed
Overage: Total value increments by 1 for every 1,000 receipts once the number of successfully parsed receipts
exceeds 30,000 (Ex.: 2 if the number of receipts is 32,000)
Epson OmniLink Merchant Services Operation Guide
Check the usage status
19
Description
c
The following information of the store that the print data is received in the month previous to the displayed
month is output to a CSV le.
The name of the CSV le will be output in the following format: OMS-Report-YYYYMM.csv (YYYYMM is the year
and month when the le is output).
o Team: Team name
o Group: Group name
o Store: Store name
o Service: Service name
o Stores: Number of stores (1 if the Transaction Count is 1 or more, 0 in all other cases)
o Print Count: Print count
o Transaction Count: Number of successfully parsed receipts
o Active Printers: Number of printers that have received receipt data
o Transaction Overage: Number after subtracting 30,000 from the print count
o Overage Count: Value that increments by one for every 1,000 receipts after the print count exceeds 30,000
d
The following information appears for each service.
o Stores: Number of stores with receipts that have been successfully parsed
o Overage Count: Value increments by 1 for every 1,000 receipts once the number of successfully parsed
receipts exceeds 30,000 (Ex.: 2 if the number of receipts is 32,000)
e
The display range can be changed once the number of stores exceeds 10.
Epson OmniLink Merchant Services Operation Guide
Check the usage status
20
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Epson OmniLink Merchant Services V3 Operating instructions

OmniLink Merchant Services V3
Epson
Brand
Epson
Model
OmniLink Merchant Services V3
Category
Print & Scan
Type
Operating instructions

Epson OmniLink Merchant Services V3 seamlessly integrates with POS systems and TM printers, enabling businesses to leverage cloud-based services to enhance customer engagement and streamline operations. With its advanced capabilities, it empowers merchants to:

  • Send electronic receipts to customers via email or SMS, improving customer convenience and reducing paper waste.
  • Offer digital loyalty programs, rewarding customers for their purchases and encouraging repeat business.
  • Gain valuable insights into customer behavior through data analytics, enabling businesses to make informed decisions and improve marketing strategies.
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