Epson OmniLink Merchant Services V3 Installation guide

OmniLink Merchant

Services

Setup Guide

M00122700 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 (this document)

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

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 Setup 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 Setup 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

OmniLink Merchant Services Hierarchy and Work Flow.......................... 6

OmniLink Merchant Services Hierarchy...................................................... 6

Overview of Service Deployment............................................................ 7

Pilot Phase in Production Environment Work Flow.............................................. 8

Production Environment Operation Phase Work Flow........................................... 10

Congure the Production Environment. . . . . .................................... 12

Sign in.............................................................................. 12

Signing Out........................................................................ 14

Registering Groups..................................................................... 15

Registering Groups................................................................... 15

Changing Group Information........................................................... 16

Deleting Groups..................................................................... 18

Managing Members.................................................................... 20

Registering Members................................................................. 20

Deleting Members................................................................... 22

Assigning Members to Groups............................................................. 24

Managing Stores....................................................................... 27

Registering Stores.................................................................... 27

Register stores in batches............................................................... 29

Viewing Store Information............................................................. 35

Changing Store Information............................................................ 37

Deleting Stores...................................................................... 39

Managing Printers..................................................................... 41

Registering Printers.................................................................. 41

Registering Printers in Batches.......................................................... 44

Viewing Printer Information............................................................ 50

Changing Printer Information........................................................... 52

Deleting Printers.................................................................... 54

Connecting Printers to OmniLink Merchant Services............................................ 57

Setup Process Flow................................................................... 57

Connecting the TM Printers............................................................ 58

Conguring the Network Settings........................................................ 58

Connecting to the Cloud Server.......................................................... 59

Checking Connection to the Epson Cloud Server............................................. 63

Checking Advanced Printer Driver Settings................................................. 64

Epson OmniLink Merchant Services Setup Guide

Contents

4

Checking the Receipt Data Send Results...................................................... 66

Conguring Printers.................................................................... 69

Receipt mapping..................................................................... 69

QR Code Setting..................................................................... 90

Contents Print Setting................................................................ 102

Data Filtering and Masking Setting...................................................... 113

Scanner Transmission Setting.......................................................... 125

Troubleshooting............................................................... 136

Appendix...................................................................... 138

Rights and Available Features............................................................ 138

Rights............................................................................ 138

Rights and Correspondingly Available Features............................................. 138

Updating Account Information........................................................... 141

Changing Email Addresses............................................................ 141

Changing Passwords................................................................. 143

Changing Account Names............................................................. 145

Deleting Your Account................................................................. 147

Viewing Operational Logs of Store/Printer Information......................................... 149

Updating Printer Firmware/SSL Certicates.................................................. 151

Update Firmware................................................................... 151

Updating SSL Certicates............................................................. 153

Updating Firmware and SSL Certicates in Batches.......................................... 155

Writing Regular Expressions............................................................. 161

Regular Expression Format............................................................ 161

Regular Expression Description Patterns.................................................. 161

Description Patterns of Regular Expressions by Type of Printer Settings............................ 162

Example Regular Expressions.......................................................... 163

Operating Environment................................................................ 164

Supported POS Systems.............................................................. 164

Supported TM Printers............................................................... 164

Supported Browsers................................................................. 164

Open Source Soware License............................................................ 166

OmniLink Merchant Services.......................................................... 166

TM-T88VI........................................................................ 166

TM-T88VI-iHUB................................................................... 166

Trademarks......................................................................... 167

Epson OmniLink Merchant Services Setup Guide

Contents

5

OmniLink Merchant Services Hierarchy and

Work Flow

OmniLink Merchant Services Hierarchy

e Team Administrator registered by Epson creates the groups necessary to use OmniLink Merchant Services and

registers members, stores that use services, and the printers installed in these stores.

Group creation

Create groups to manage stores. is enables multiple stores to be managed as one unit.

U “Registering Groups” on page 15

Registering members

Register members who use OmniLink Merchant Services. Member rights include Administrator, Technician, and

Developer.

U “Managing Members” on page 20

Registration of members into groups

Register members into groups. Members in a group can view and manage information on the stores registered in

the group.

U “Assigning Members to Groups” on page 24

Registering stores

Register the stores that use services.

U “Managing Stores” on page 27

Registering printers

Register the printers installed in stores.

U “Managing Printers” on page 41

Epson OmniLink Merchant Services Setup Guide

OmniLink Merchant Services Hierarchy and Work Flow

6

Team

Group N

Group 2

Group 1

Store 1

Printer 1 Printer 2 Printer N

Store 2

Printer 1 Printer 2 Printer N

Store N

Printer 1 Printer 2 Printer N

Overview of Service Deployment

e following section describes the services deployment procedure.

Evaluation via pilot trials at some stores

e deployment partner must understand service specications and conrm receipt data as necessary.

e

deployment partner must also use receipts printed at actual stores to

congure

the receipt mapping so that

services can retrieve necessary data.

In cooperation with the Service provider, check that receipt data can be retrieved on the service side.

Once the evaluation is complete, services are deployed to all stores.

Full deployment to all stores

e

basic process is the same as when doing trials in pilot stores.

Registration tasks can be streamlined by registering all or multiple stores and printers together at the same

time. Receipt mapping can also be performed.

Printed receipts may vary between stores.

In cooperation with the service developer, conrm that receipt data is retrieved on the service side.

Epson OmniLink Merchant Services Setup Guide

OmniLink Merchant Services Hierarchy and Work Flow

7

Pilot Phase in Production Environment Work Flow

e following diagram describes the work ow during the pilot phase.

Service provider(Administrator)

Deployment partner

(Administrator)

Deployment partner

(Technician)

Sign in

U “Sign in” on page 12

Register groups

U “Registering Groups” on page 15

Register members

U “Managing Members” on

page 20

Assign members to groups

U “Assigning Members to Groups”

on page 24

Register stores

U “Managing Stores” on page 27

Register printers

U “Managing Printers” on page 41

Enable OmniLink Merchant Services

setting in printers

U “Connecting to the Cloud Server”

on page 59

Send printers to stores

Install printers in stores

U “Connecting Printers to OmniLink

Merchant Services” on page 57

Epson OmniLink Merchant Services Setup Guide

OmniLink Merchant Services Hierarchy and Work Flow

8

Service provider(Administrator)

Deployment partner

(Administrator)

Deployment partner

(Technician)

Print conrmation receipts

Conrm that servers receive receipt

data

U “Checking the Receipt Data Send

Results” on page 66

Check the receipt items necessary to

provide services with the Service

provider

Communicate the receipt items

necessary to provide services with the

Deployment partner(Administrator)

Dene data mapping rules (receipt

mapping)

U “Receipt mapping” on page 69

Repeat until you have conrmed that

services operate normally.

Check with the Service provider that

receipt data is retrieved correctly via

services

Check that receipt data is retrieved

correctly via services

Congure printers as necessary

U

“Conguring

Printers” on

page 69

Conrm that services are operating

correctly

Complete store setup and

conguration

Epson OmniLink Merchant Services Setup Guide

OmniLink Merchant Services Hierarchy and Work Flow

9

Production Environment Operation Phase Work Flow

e following diagram describes the work ow to implement and operate services in all stores aer the pilot phase.

Service provider(Administrator)

Deployment partner

(Administrator)

Deployment partner

(Technician)

Sign in

U “Sign in” on page 12

Register groups as necessary

*

U “Registering Groups” on page 15

Register members as necessary

*

U “Managing Members” on

page 20

Assign members to groups as

necessary

*

U “Assigning Members to Groups”

on page 24

Register stores in batches

U “Register stores in batches” on

page 29

Register printers in batches

U “Registering Printers in Batches”

on page 44

Enable OmniLink Merchant Services

setting in printers

U “Connecting to the Cloud Server”

on page 59

Send printers to stores

Install printers in stores

U “Connecting Printers to OmniLink

Merchant Services” on page 57

Epson OmniLink Merchant Services Setup Guide

OmniLink Merchant Services Hierarchy and Work Flow

10

Service provider(Administrator)

Deployment partner

(Administrator)

Deployment partner

(Technician)

Print conrmation receipts

Conrm that servers receive receipt

data

U “Checking the Receipt Data Send

Results” on page 66

Dene data mapping rules as

necessary (receipt mapping)

U “Receipt mapping” on page 69

Check with the Service provider that

receipt data is retrieved correctly via

services

Conrm that receipt data for all stores

is retrieved correctly via services

Congure printers as necessary

U

“Conguring

Printers” on

page 69

Complete store setup and

conguration

*: Perform when additional groups/members not registered during the pilot phase (production environment) are

required.

Epson OmniLink Merchant Services Setup Guide

OmniLink Merchant Services Hierarchy and Work Flow

11

Congure the Production Environment

is section describes the procedures to install/set up TM printers in stores and congure devices to send receipt

data to the OmniLink Merchant Services server.

Sign in

Make sure you have already received the invitation email from OmniLink Marchant Services.

A

Access the OmniLink Management Console from the following URL, and sign in.

North America region

Production Environment: https://service.omnilinkworld.com/admin/login

Europe region

Production Environment: https://service.omnilinkmerchantservices.eu/admin/login

B

When signing in for the

rst

time, enter your email address and the initial password described in the

invitation email and then click Sign in.

Epson OmniLink Merchant Services Setup Guide

Congure the Production Environment

12

C

Read the terms of use and other information, and then select the check box to indicate your agreement.

Next, enter a new password and name and then click Save.

Subsequent logins will be performed using the new password congured here.

e

* indicates required

eld.

Item Description

Old Password Enter the initial password described in the invitation email.

New Password

Enter a new password that satises the following conditions.

o Within 8 to 32 characters

o Not identical to your email address

o Usable characters: Single-byte alpha-numeric characters and symbols (!#$

%&*+=?@_-)

o Includes at least 2 of the following types: Lowercase alphanumeric characters,

uppercase alphanumeric characters, numbers, and symbols

New Password (Conrm) Enter the password again for conrmation.

Name

Enter a name that satises the following conditions.

o Within 1 to 64 characters

o Includes at least 1 single-byte character

o Does not include commas

Home appears aer signing in.

Epson OmniLink Merchant Services Setup Guide

Congure the Production Environment

13

Signing Out

is section describes the signout procedure.

A

Click at the upper-right of the screen.

B

Click Sign out.

Epson OmniLink Merchant Services Setup Guide

Congure the Production Environment

14

Registering Groups

With OmniLink Merchant Services, multiple stores are managed as groups.

Note:

Up to 1,000 groups can be registered.

A

Access the OmniLink Management Console and sign in. U “Sign in” on page 12

B

From Team & Group, select the team and then click Add Group.

C

Modify the group name and other values.

Epson OmniLink Merchant Services Setup Guide

Congure the Production Environment

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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 only once 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.

Changing Group Information

is

section describes the procedure to change group information.

A

Access the OmniLink Management Console and sign in. U “Sign in” on page 12

B

From Team & Group , select the team and then select the group for which you want to change its

information.

C

Click Group and Members.

Epson OmniLink Merchant Services Setup Guide

Congure the Production Environment

16

D

Check the currently registered information and then click Edit in Group.

E

Modify the group name and other values.

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 Setup Guide

Congure the Production Environment

17

Deleting Groups

is section describes the procedure to deletes groups.

Groups with registered stores cannot be deleted. Delete the stores in a group before deleting the group.

Deleting a group clears the member assignment.

A

Access the OmniLink Management Console and sign in. U “Sign in” on page 12

B

From Team & Group , select the team and then select the group you want to delete.

C

Click Group and Members.

Epson OmniLink Merchant Services Setup Guide

Congure the Production Environment

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D

Click Delete in Group.

E

Conrm the message and click Delete.

Epson OmniLink Merchant Services Setup Guide

Congure the Production Environment

19

Managing Members

Registering Members

Register members who use OmniLink Merchant Services.

A member must belong to one team. Select the team and add members.

A

Access the OmniLink Management Console and sign in. U “Sign in” on page 12

B

From Team & Group, select the team and then click Te a m Memb er s.

C

Click .

Epson OmniLink Merchant Services Setup Guide

Congure the Production Environment

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Epson OmniLink Merchant Services V3 Installation guide

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