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Setting up a Verifone VX820 PIN Pad (UK and Ireland)

Dave Carr
Dave Carr
  • Updated

This article is relevant to Spektrix users in the UK and Ireland who accept payment by credit or debit card. When taking card payments in the box office, you will need one or more PIN Pads (also known as Chip & PIN machines or PEDs/peds).

Although the Verifone VX820 PIN Pad is no longer available to purchase, you can still use this article to set up and configure an existing VX820 PIN Pad.

WARNING: You can still use the Verifone VX820 PIN Pad, however it is no longer available to purchase. It will cease to be PCI compliant on the 31st May 2025. To remain PCI compliant you must stop using the VX820 and replace them with the Verifone P400.

You will need to upgrade to the Verifone P400 before 31st May 2025 to remain PCI compliant. For information on ordering a PIN Pad, read Ordering a PIN Pad (UK and Ireland).

Users of Spektrix Payments should read the following article:

WARNING: Mistakes during installation can be time-consuming to rectify. Even if you’ve installed a PIN Pad before, please follow this article closely, observing any changes to the process since your last installation.

To proceed, you will need one of the following:

  • Administrator permissions on your PC; or
  • Access to your Administrator Password (ask your IT team); or
  • A member of your IT team to complete the installation on your behalf

TIP: During installation you may see a Windows User Account Control screen pop up asking Do you want to allow this app to make changes to your device? Click Yes to proceed with the installation.

Downloading required software

WARNING: Don't plug in your PIN Pad until you’ve installed the PIN Pad drivers.

All software for the Verifone VX820 PIN Pad is contained in two zip files, found in our Software Downloads article

The files you’ll need are:

  1. VX810 & VX820 Drivers.zip
  2. Guardian-v1.74.zip

 

Installing the VX820 Drivers

To install the Verifone VX820 Drivers, download the file VX810 & VX820 Drivers.zip, then follow these steps:

  1. In your PC’s Downloads folder, create a new folder called VX820 Drivers.
  2. Locate the zip file VX810 & VX820 Drivers.zip you've downloaded and copy it into the newly created VX820 Drivers folder.
  3. Open (double click) this folder to access its contents.
  4. To unzip the folder, right click and select extract all. You'll see a file named setup.exe:


    download.jpg

  5. Double click on setup.exe and you'll see a welcome screen.
  6. Select I accept the agreement, then click Next to proceed with the driver installation.


    INSTALL1.JPG

  7. You’ll see a progress bar, which will disappear once the driver installation has finished.
  8. Now, plug the PIN Pad into your PC.

When you plug in your PIN pad, your PC will complete the installation. You'll see the progress in your computer's taskbar.

 

Checking the drivers have installed correctly

Once you've installed the drivers, check that Windows can detect the PIN Pad by following these steps:

  1. Check the PIN Pad’s USB cable is connected to your PC.
  2. Open Device Manager by clicking the Windows/Start button in your taskbar, typing Device, then clicking Device Manager.
  3. In the Device Manager window, scroll down to the Ports menu. Expand the menu by clicking the small arrow beside Ports.
  4. Under Ports, you should see the PIN Pad listed as Vx820 PIN Pad (COM9):


    device_manager.JPG

If your PIN Pad is listed as Vx820 PIN Pad (COM9) you can proceed to the next section, Installing the Guardian software.

  • Sometimes the driver or PIN Pad installation may not complete successfully.

    If you can’t see your PIN Pad listed in Ports under COM9, or it is showing a different device name, first, restart your PC.

    If your PIN Pad still doesn’t show up as VX820 or has a different COM port allocated, follow these steps to resolve this issue:

    1. Check the PIN Pad’s USB cable is connected to your PC.
    2. Open Device Manager by clicking the Windows/Start button in your taskbar, typing Device, then clicking Device Manager.
    3. Right-click on the PIN Pad in the Ports section and select Update Driver Software.
    4. Select Browse My Computer for Driver Software.
    5. Click Let me pick from a list of device drivers on my computer.
    6. Click Have Disk.
    7. In the pop up, click Browse.
    8. Go to C:\Program Files\Verifone\USB Driver\Vx-Xp.


      NOTE: always select the Vx-Xp folder, even if using a later version of Windows.

    9. Double click VFIUSBF.INF.
    10. You'll be taken back to the pop-up window titled Install From Disk. Click OK.
    11. You'll see a pop-up window titled Update Driver Software. Click OK.
    12. Once you're notified that Windows has finished installing the driver software, click Close.

    In the Ports (COM & LPT) menu, you should now see the pad correctly listed as VX820 (COM9). You may need to close and reopen Device Manager.


    If your PIN Pad is not displaying as COM9

    PIN Pads may show on another COM port. If this happens you can set the COM port to COM9 manually by following these steps:

    1. Open Device Manager by clicking the Windows/Start button in your taskbar, typing Device, then clicking Device Manager
    2. In the Device Manager window, expand the Ports menu by clicking the small arrow next to it
    3. Right click on the PIN Pad and select Properties
    4. Click on the Port Settings tab and then the Advanced button
    5. Click on the COM Port Number dropdown and choose COM9
    6. Click OK on both of the pop-ups to return to Device Manager
    7. If you see a message that the COM port is already in use, click OK
    8. Restart your PC

    WARNING: If changing the COM port number causes a device to stop working, speak to your IT team.

    If your PIN Pad doesn’t show in Device Manager

    If you can’t see your Vx820 under Ports, or under Universal Serial Bus Controllers as an Unknown Device, follow these steps to manually uninstall any drivers.

    1. Locate the VeriFone USB Driver Installer folder found at: C:\Program Files (x86)\VeriFone.
    2. Double click the file named VerifoneUSBDriverUninstall.
    3. You’ll see a screen with scrolling text. Once this has completed, the screen will automatically close.
    4. Reinstall the PIN Pad drivers. Full information can be found in Installing the VX820 Drivers.

    Once you have completed these steps, continue to the next section Installing the Guardian software.

Installing the Guardian software

After you have correctly installed the Verifone VX820 drivers, you’ll need to extract and install the Guardian PIN Pad Software. This software holds your merchant information, to allow transactions in MyOpayo (formerly MySagePay) to reach your bank.

Download Guardian 1.74.zip from our Software Downloads Article then follow these steps:

  1. In your PC’s Downloads folder, locate the zip file Guardian-v1.74.zip.
  2. To unzip the folder, right click and select extract all. You'll see a file named setup.exe


    guardian.JPG

  3. Double click setup.exe and you will see a welcome screen. Click OK to proceed.


    Guardian1_-_Copy.JPG

  4. Click the highlighted button (shown below) to install the Guardian software. The Directory should be C:\Program Files (x86)\IntegralCreditCard.


    It is important that this isn’t changed.

    guardian2_-_Copy.JPG

  5. During the installation you may see a screen appear as follows. Click Yes every time you see this screen to keep your existing file.


    guardian3_existing_file_-_Copy.JPG

  6. A percentage bar will keep track of the installation progress. Once it's completed, you'll see the following screen. Click OK to continue.


    guardian_successful_-_Copy.JPG

  7. The PayRouter Guardian Configuration Utility will then launch and you'll see this window.


    guardian_config_2_-_Copy.JPG

  8. Click Close and move onto the next section, Setting Permissions.

 

Setting Permissions

After you have installed the Verifone VX820 drivers and Guardian software, you’ll need to set the correct permissions to run the Guardian software.

WARNING: It is vital to set the correct permissions on the IntegralCreditCard folder located in C:\Program Files (x86) on your PC.

Every user who logs in to the PC must have permission to write to this folder to ensure transactions are processed correctly.

  • To set permissions, go to C:\Program Files (x86) on your PC, then follow these steps:
    1. Right-click on the IntegralCreditCard folder and select Properties from the menu:


      guardian_permissions_2.JPG

    2. Click on the Security tab and click Edit:


      guardian_permissions_4.JPG

    3. In the Permissions for IntegralCreditCard window that appears, click Add:


      add_permissions.JPG

    4. Another window will open. Type "Everyone" into the empty box, then click OK:


      guardian_permissions_6.JPG

    5. Back in the Permissions for IntegralCreditCard window, highlight Everyone in the Group or user names list.
    6. In the panel below, marked Permissions for Everyone, tick Allow against Full Control. Click Apply:


      guardian_permissions_7.JPG

    7. Click OK, then click OK again to close the IntegralCreditCard properties window.

    TIP: If you prefer, you can add individual users or user groups here instead of Everyone. However, you must ensure all users have the correct permissions. Using Everyone saves time, by adding all users at once.

Setting Firewall exceptions

Once you have set the Windows permissions, ask your IT team to set exceptions for Opayo IPs and Ports on your firewall.

This allows the PIN Pad to take payments, authorise transactions and communicate with Opayo’s servers.

 

Configuring the Guardian PIN Pad software

Once you have set permissions, you’ll need to configure the Guardian software with your merchant information.

In C:\Program Files (x86)\IntegralCreditCard, locate the file IntegralConfig.exe. Right click on the file and select Run as administrator:

runasadmin.JPG

TIP: A Windows Defender/User Account Control box may pop up when running this software. If this happens, click more info and then run the file.

If you don’t see an option to run the file, then you do not have the required permissions to complete the installation. Contact your IT department for assistance.

You'll see a welcome screen. Click Next and you’ll begin with the Merchant Configuration screen.

Complete the information required in each screen using the instructions below.

  • Complete the Merchant Configuration screen (shown below):


    guardian_config_3.JPG

    Complete the following fields:

    1. Merchant'sAcquirer: select your Merchant Acquirer (Lloyds, Streamline, Barclays, HSBC, AIB or Elavon.) This is the bank which issued your merchant numbers. If you can't see your provider in this list, please Contact Support.
    2. Merchant’s Currency: select your currency type (GBP or EUR).
    3. Configuration Mode: this should default to Fully Integrated; if it doesn't, choose this from the dropdown.
    4. Sagepay ID: select PR142.
    5. EPOS Type: this should default to Till is not a Microsoft Retail Management till; if it doesn't, choose this from the dropdown.
    6. PayRouter Merchant ID: Contact Support for confirmation of this ID, e.g. ADN-SPTX-ORGANISATIONNAME.
    7. PayRouter Client ID: This will be POS1 for your first PIN Pad. Any subsequent devices will be POS2 and so on. Contact Support if you have multiple PIN Pads to ensure all appropriate Client IDs and POS numbers have been set up by Opayo.
    8. Chip and Pin Device: select VeriFone VX820.

    All other settings here can be left unchanged.

    Click Next to move onto the Configuration (General) screen.

  • Complete the Configuration (General) screen (shown below):


    guardian_config_4.JPG

    Complete the following fields:

    1. SplitCardTendering: this should default to Card split tendering is controlled by EPOS application; if it doesn't, choose this from the dropdown
    2. Card Swipe Location: this should default to Card is swiped on chip and pin device; if it doesn't, choose this from the dropdown
    3. Automatically close add-in if transaction is pin verified (no Accept/Cancel button option): tick this box
    4. Automatically close add-in if transaction is tapped and there is no customer verification: tick this box
    5. Perform TMS call after first transaction of the day: untick this box
    6. Mask card number of merchant copy of receipt: tick this box

    All other settings here can be left unchanged.

    Click Next to move onto the Receipt Printing Configuration screen.

  • Complete the Receipt Printing Configuration screen (shown below):


    guardian_config_5.JPG

    Complete the following fields:

    1. Windows Printer: This should be selected by default. Leave the Select Printer and Font Name fields blank.
    2. Font Bold: tick this box
    3. Make a merchant copy receipt available to client if Guardian is not printing the receipt: tick this box.

    All other settings here can be left unchanged.

    Click Next to move onto the Chip And Pin Device Configuration screen

  • Complete the Chip And Pin Configuration screen (shown below):


    guardian_config_6.JPG

    Complete the following field:

    • Select Serial (COM) Port for Chip And Pin Device: this should be set to COM9 by default. If it isn't, choose COM9 from the dropdown.

    All other settings here can be left unchanged.

    Click Next to move onto the Size Positioning and Logo screen.

  • Complete the Size Positioning and Logo screen (shown below):


    guardian_config_7.JPG

    There is only one action to complete on this screen:

    • Force Guardian to always be 'on top': tick this box, if not already ticked

    Leave all other settings unchanged, but don't click Finish. Instead, move onto the next section, Running a TMS call.

 

Running a TMS call

TIP: If you're updating the Guardian software, for example, you've changed any of your Merchant Bank information, proceed to Running a TMS Call after updating the Guardian Software. Otherwise continue reading this section.

Once you have completed the Guardian software configuration in the previous sections, the Finish button will be clickable in the Size, Positioning and Logo Screen:

tms.JPG

Click Finish to complete the configuration.

Next, you'll see a TMS Call screen, with a dropdown list of three options:

  • Standard TMS Call: this option updates the configuration on the PIN Pad. Select this option if you are setting up a brand new PIN Pad for use with Spektrix.
  • Force full download to ped: you may be asked to select this option by the Spektrix Support team whilst troubleshooting.
  • Upload log files from ped: this option is not used.

After selecting the Standard TMS call, click Run TMS Call:

TMSCALL.JPG

Following a successful TMS Call, the PIN Pad should go through a number of automatic downloads and finish on a screen saying Welcome to sagepay (now known as Opayo).

TMS calls enable security updates for PIN Pads, such as changes to contactless payment limits.

For major changes (like the increased £100 contactless limit in the UK), Opayo requires evidence of regular TMS calls for changes to take effect.

  • Read this section if you encounter any issues running TMS calls or updating PIN Pad software.

    The Downloading progress bar doesn’t move

    If the PIN pad displays a Downloading % progress bar, but the progress bar doesn’t move, ask your IT team to check that the exceptions are in place on your firewall.

    The Download fails to Initialise

    If you see the message Failed to Initialise Download, you may need to press OK or the green Enter key on the device itself. The PIN pad will return to the WAITING FOR DOWNLOAD REQUEST screen. You can then continue with running a TMS call.

    TIP: It's normal to see Certificate Error messages while the PIN pad is running through the updating process.

    These messages can be ignored.

    If at any point the PIN Pad displays the message WAITING FOR DOWNLOAD REQUEST for longer than 10 seconds, run another TMS call by using the Guardian Configuration Utility.

    To run another TMS call, follow these steps:

    1. Launch the Guardian Configuration Utility if it isn't open. You will find it in C:\Program Files (x86)\IntegralCreditCard\IntegralConfig.exe. Double click the file to run the Utility.
    2. On the Merchant Configuration screen, keep clicking Next to get to the final Size, Positioning and Logo screen.
    3. Untick and re-tick the Force Guardian to always be 'on top' check box before clicking Finish.
    4. On the next screen, select Run TMS Call. The PIN Pad will now show the progress of the download and installation.

    You may sometimes need to attempt several TMS calls, but the PIN Pad should eventually display the SagePay Welcome screen. Once you see that screen, the installation is complete. Click the Close button to exit the Guardian software.

  • If your PIN Pad doesn’t automatically update after running a TMS call, put the PIN Pad into Download Mode.

    WARNING: It is important to only choose the menu options below. Choosing any other menu options could leave the PIN Pad in an unusable state.

    First, access the hidden menu by following these steps on the PIN Pad:
    1. Press and Hold 7 while pressing Enter
    2. Type password 166831 and press Enter

    To set the PIN Pad to Download mode to force a software update, follow these steps:

    TIP: Use the touchscreen arrows in the bottom right corner of the PIN Pad screen and press the green Enter key to confirm any choices.

    Alternatively, select the menu option by pressing the menu number on the keypad; this will take you to each menu without pressing Enter.

    1. Select Download and press Enter. Alternatively, press 3 on the keypad.
    2. The next screen should display Group ID: _1. Press Enter.
    3. Type the password 166831 and press Enter.
    4. Select Single-app and press Enter. Alternatively, press 1 on the keypad.
    5. Select Full dnld and press Enter. Alternatively, press 1 on the keypad.
    6. Select USB Dev and press Enter. Alternatively, press 7 on the keypad.

    The PIN Pad should now display Unit Receive Mode WAITING FOR DOWNLOAD.

    Now, repeat the steps in the Running a TMS call section above.

WARNING: Regular TMS calls must be run as a Scheduled Windows Task.

A Scheduled Windows Task runs a TMS call at a time when the PIN Pad isn’t being used but the computer is switched on. The PC must be logged in as the user running the Scheduled Task.

To schedule a TMS call, from Task Scheduler in the Windows Start menu, create a basic task to run this file C:\Program Files (x86)\IntegralCreditCard\tmscall.vbs

If you're not confident about setting up a basic task in Windows, you can ask your IT Team to complete this for you.

 

Updating the Guardian Software with new merchant information

If your merchant information has changed, you'll need to update your details in the Guardian software and run a TMS call to send these changes to Opayo. 

To do this, follow the steps below:     

    1. Launch the Guardian Configuration Utility if it isn't open. You will find it in C:\Program Files (x86)\IntegralCreditCard\IntegralConfig.exe. Double click the file to run the Utility.
    2. On the Merchant Configuration screen, make any changes needed.
    3. Keep clicking Next to get to the final Size, Positioning and Logo screen.
    4. Click Finish.
    5. On the next screen, select Run TMS Call. The PIN Pad will now show the progress of the download and installation.

Assigning a PIN Pad to the Box Office App

The final step before testing a live Chip and Pin/Contactless payment in Spektrix, is to assign the PIN Pad to the Spektrix Box Office App.

If you have not yet installed the App, read Installing the Box Office App.

Once you have installed and registered the App, follow these steps:

  1. Right-click on the Box Office App icon your PC's system tray and click Open
  2. Click on the Chip & Pin Terminal tab
  3. Select SagePay (Integral) as the Terminal type
  4. Add a recognisable Terminal Name, (e.g Box Office 1) to allow you to select the correct PIN Pad when taking payments
  5. Add your Merchant Name and Address for customer receipts:


    new_bo_circled_ok.JPG

  6. Click Ok to save

     

    TIP: If the Guardian V14 box is ticked, untick this. This is only used for the Verifone P400 PIN Pad.

You can now log into Spektrix and process a test Chip and Pin transaction.

Read the following section for more information on testing payments.

 

Testing a Card Payment

To test a payment, you'll need to use the Chip & Pin payment method:

 

chip_and_pin.JPG

 

If this payment method is missing, contact Support.

 

Follow these steps:

    1. Log in to Spektrix.
    2. Go to the Sales interface and start a new Counter or Counter Quick transaction.
    3. Enter a 1p Chip and Pin payment. There’s no need to add a Customer or item to the basket.

If successful, Credit Card Transaction window will open, with options to Swipe Card, Key Enter Card or Cancel:


image.png

  1. Tap your card on the PIN Pad to complete the transaction, then process a refund.

If you prefer not to use your own card to test a payment, after step 2 above. Follow these steps:

  1. Click Cancel on the Credit Card Transaction screen
  2. Delete the transaction from the basket:


    refund.JPG

  3. Click Confirm:


    confirm.JPG

 

If you see an error while testing card payments, read Troubleshooting a VX820 PIN Pad for further information.

Increasing Contactless Payment Limits

On 1st April 2020 the limit for contactless card payments increased from £30 to £45. It later increased to £100.

To take contactless payments up to £100, you’ll need to update your PIN Pad(s).

  • Read this section to increase the contactless payment limit for your PIN Pads to £100.

    TMS calls enable security enhancements and updates for PIN Pads. For some major changes (like contactless limit updates in the UK), Opayo requires evidence of regular TMS calls being automatically run before the changes will take effect.

    WARNING: Daily TMS calls must be run as a Scheduled Windows Task.

    A Scheduled Windows Task runs a TMS call every day at a time when the PIN Pad isn’t being used but the computer is switched on. The PC must be logged in as the user running the Scheduled Task.

    To schedule a TMS call, from Task Scheduler in the Windows Start menu, create a basic task to run this file C:\Program Files (x86)\IntegralCreditCard\tmscall.vbs

    If you're not confident setting up a basic task in Windows, ask your IT Team to complete this for you.

    This process needs to be carried on each PC a PIN Pad is connected to:

    1. Run a Daily TMS call as a scheduled task every day.
    2. After two consecutive days, go to C:\Program Files (x86)\IntegralCreditCard and look for a file called P2_zontalk.log.
    3. Contact Support, attaching a copy of the P2_zontalk.log file with Contactless Limit Increase in the subject line.
    4. Our Support team will forward your log file to Opayo to confirm the TMS calls have been run.
    5. Once Opayo has seen two days of TMS calls, they’ll increase the contactless limit.
    6. One of our Support team will get in touch to confirm the limit has been increased.
    7. Finally, you’ll be asked to Run a TMS Call to update the PIN Pad with the increased limit.

    WARNING: Opayo will check the P2_zontalk.log file to ensure TMS calls have been run for two days.

    If TMS calls haven’t been run for this length of time, our Support team will get in touch to advise this and you’ll be asked to run TMS calls for a further two days, repeating the steps above.

    Once completed, you’ll be able to take contactless card payments up to £100.

You can now begin taking card payments in Spektrix.