Setting up a Verifone P400 PIN Pad (UK and Ireland)

To take in-person card payments, you'll need one or more PIN Pads (also known as Chip & PIN machines or PEDs/peds). This article is for Opayo users in the UK and Ireland who use the Verifone P400 integrated PIN Pad. Users of Spektrix Payments should read the following articles:

• Setting up a Castles S1F2 Spektrix Payments Terminal
• Setting Up a V400c Plus and V400m Spektrix Payments Terminal

You'll need to set up and configure your PIN Pad before you can use it. This article guides you through the step by step installation and setup.

WARNING: Mistakes during installation can be time-consuming to rectify. Even if you’ve installed a PIN Pad before, follow this article closely. The process may have changed since your last installation.

To proceed, you'll need one of the following:

• Administrator privileges 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 and extracting PIN Pad Drivers and Software

To install and use the Verifone P400 PIN Pad, you'll need to download drivers and software. You'll find these in the Software and Driver Downloads article.

Download the zip file, then follow these steps:

1. In your PC’s downloads folder, locate the zip file sagepay-v14.01.XXX.XXX.zip (where XXX.XXX represents the current version of the software)
2. Unzip the file and you will see a folder named sagepay-v14.01.XXX.XXX
3. Open (double-click) this folder and you will see a folder called sagepay
4. Copy this sagepay folder to the C: Drive on your PC

Open the sagepay folder from your C: Drive and you will find a sub-folder called guardian, containing the following folder structure:

WARNING: This folder structure and the subfolder names must not be changed. The Guardian software used to operate the Verifone P400 PIN Pad will only work if it is extracted to the correct location.

Connecting the P400 PIN Pad

Once you have downloaded and extracted the required software, connect your P400 PIN Pad to your computer.

The PIN Pad is supplied with a USB cable and a power lead. The USB cable connects the PIN Pad to any USB port on your computer.

1. Slide off the back panel from the P400 and connect the cable.
2. Plug the USB cable into any USB port on your computer.
3. The USB connector which plugs into your PC also has a short additional lead. This must be connected to mains power via the power lead.

Watch this video below to view these steps:

Installing the Verifone P400 drivers

Once you have connected the P400 PIN Pad to your PC and power supply, install the Verifone P400 drivers.

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

1. On your PC browse to the following location:
   
   C:\sagepay\guardian\VerfioneDrivers\VerifoneUnifiedDriverInstaller-5.0.4.0-B7\VerifoneUnifiedDriverInstaller-5.0.4.0-B7

2. Open the folder named 32 or 64, depending on whether your computer is 32 or 64 bit.
   
   
3. Double click the file named VerifoneUnifiedDriverInstallerXX.msi where XX is either 32 or 64 depending on your computer.
   
   

4. Click Next on the InstallShield Wizard

   

   
   

5. Check the PIN Pad is set to COM port 9. If it isn't, select COM9 and click Next:

   

   
   

6. Click Install to begin the driver installation.

Checking the drivers have installed correctly

Once you've installed the drivers, check that windows can detect the PIN Pad.

• Check that your PIN Pad’s power cable is connected, plugged in and switched on
• Check that the PIN Pad’s USB cable is connected to your PC

Open Device Manager by clicking the Windows/Start button in your taskbar, typing Device, then clicking Device Manager.

Under the Ports section, you should see the PIN Pad listed against COM9, as an Mx Family POS Terminal:

If your PIN Pad is listed against COM9, as an Mx Family POS Terminal, you can now proceed to the next step, Setting Permissions and Firewall Exceptions.    

• If you can’t see your PIN Pad listed under COM9, or it is showing a different device name, first, restart your PC.
  
  If problems persist, right-click on the PIN Pad in Device Manager to uninstall the drivers. Repeat the steps in Installing the Verifone P400 Drivers. Ensure you’ve selected the correct folder (32 or 64 bit) appropriate to your version of Windows.
  
  If these steps still do not resolve the issue, try using the ‘Alternative Verifone Drivers’ found within the guardian folder instead, and repeat the installation.

  Again, ensure you select the correct folder (32 or 64 bit) appropriate to your version of Windows.

Setting Permissions and Firewall Exceptions

After you have correctly installed the Verifone P400 drivers, you or your I.T team will need to set permissions on the sagepay folder and set firewall exceptions

Follow the guides in each of the tabs below.

• Setting Permissions on the sagepay folder

  After you have correctly installed the Verifone P400 drivers, you’ll need to set permissions on the sagepay folder to run the Guardian software.

  To set permissions, follow each step below.

  1. In your C: Drive, right-click on the sagepay folder and select Properties from the menu:

     

     
     

  2. In sagepay properties, click on the Security tab and then click Edit:

     
     

  3. In permissions for sagepay, click Add:

     
     

  4. In Select Users, Computers, Service Accounts, or Groups, type "Everyone" into the empty box, then click OK:

     
     

  5. Back in Permissions for sagepay, highlight Everyone in the Group or user names list. In the panel below, marked Permissions for Everyone, check Allow against Full Control:

     
     

  6. Click Apply, then OK, then click OK again to close the sagepay properties window.

     
     

     TIP: You can also add individual users or user groups here instead of Everyone. However, you must ensure all users who will be using the PIN Pad have the correct permissions. Using Everyone saves time, by adding all users at once.

• Setting Firewall Exceptions

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

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

Configuring the Guardian software

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

In C:\sagepay\guardian\bin, locate the file named Integral.WinApp.GuardianConfiguration.exe. Right-click on the file and select Run as administrator.

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.

Next, you'll see a welcome screen with a number of tabs, beginning with the General Configuration tab. You'll need to complete the information required in each tab.

WARNING: If all sections appear blank, this indicates that the sagepay folder hasn't been correctly extracted to the C: Drive. If this happens, repeat the steps listed in Downloading and extracting required software before proceeding.

Complete the information in each of the following tabs:

• General Configuration

  
  Complete these fields:
  1. IntegrationType: Direct
  2. MerchantName: Your organisation's name
  3. Address 1: Your organisation's address line 1
  4. Address 2: Your organisation's address line 2
  5. Address 3: Your organisation's city/town
  6. Address 4: Your organisation's postcode / eircode
  7. PhoneNumber: Your organisation's public phone number here. For example, your box office number

• Admin Configuration

  No changes should be made in the Admin Configuration tab. However, it's best to check your Admin Configuration tab matches the screenshot below:

  
  

• Server Configuration

  
  Complete these fields:
  1. MerchantsAcquirer: Select your merchant acquirer (Lloyds, Streamline, Barclays, HSBC, AIB or Elavon). This is the bank which issued your merchant numbers. This may be a different name than you are expecting. For example, if Worldpay is your merchant bank, then you should select Streamline. 
      
  2. AvailableCurrency: Select GBP or EUR.  
      
  3. ConfigMode: Fully Integrated.  
      
  4. InstallationType: LIVE.  
      
  5. SagepayLiveID: PR142.  
      
  6. EposType: Till is not a Microsoft Retail Management till.  
      
  7. PayrouterMerchantID: Contact Spektrix Support for confirmation of this ID, e.g. ADN-SPTX-ORGANISATIONNAME.  
      
  8. PayrouterClientID: This will be POS1 for your first PIN Pad, and any subsequent devices will be POS2 and so on. Please check with Spektrix Support if you have multiple PIN Pads to ensure all appropriate Client IDs and POS numbers have been set up by Opayo.  
      
  9. ChipAndPinDevice: Engage.  
      
  10. ChipAndPinDeviceComPort: COM9.  
       
  11. SplitCardTendering: Card split tendering is controlled by EPOS application.  
       
  12. CardSwipeLocation: Card is swiped on chip and pin device.  
       
  13. AutoAcceptonPinVerification: True.  
       
  14. AutoAcceptTappednoVerification: True.  
       
  15. CashbackType: Cashback not enabled.  
       
  16. P2pePed: True.  
       
  17. MakeReceiptsAvailabletoClient: True.  
       

  All other settings here can be left unchanged.

• Client Configuration

  ;
  Complete these fields:
  1. ClientStartupPosition: Centered on screen
  2. ClientAlwaysOnTop: True

• TMS Settings

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

  No settings should need to be changed here, however you’ll need to run a TMS call to apply any configuration changes.

  For some major changes (like the recent £100 contactless limit in the UK), Opayo requires evidence of regular TMS calls being automatically run before the changes will take effect. Take a look at Setting up automatic TMS calls for more information.

Running a TMS call apply to configuration changes

Once you have completed the Guardian software configuration, in the bottom right-hand corner of the TMS Settings tab, click the Run TMS Call Now:

You'll then be presented with a dropdown with three options:

• Standard TMS Call: A standard TMS call updates the configuration on the PIN Pad. Select this option if you are setting up a 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: Not used

Select Standard TMS Call and then click Run TMS Call.

Following a successful TMS Call the PIN Pad should go through a number of automatic downloads and finish on a screen saying Welcome to Opayo.

Adding a P400 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 Box Office App.

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

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.

6. Check the Guardian V14 box:

   
   

    

The Guardian V14 checkbox must be ticked to allow the Box Office App to communicate with the Guardian Software in order to process Chip and Pin payments. 

Testing a Card Payment

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

If this payment method is missing, contact Support.

To test a payment, we recommend starting a new Counter or Counter Quick transaction, and entering a 1p Chip and Pin payment. There is no need to add a customer or item to the Basket.

If successful, a Chip and Pin message will pop up on your screen asking you to Key Card or Cancel Transaction. 

A blue Opayo screen will now appear, asking you to Insert, Tap or Swipe Card. Your PIN Pad will also display a message asking you to Tap or Insert a card. 

 
If you don’t see a pop up or any prompts when processing a transaction, check that the Guardian V14 box is ticked in the Box Office App. Then, restart the PC or read how to restart the Box Office App Service before trying again.

If you an Error Connecting to Server message, contact Support.

Setting up automatic TMS calls as a scheduled task

TMS calls auto update your PIN Pad on a regular basis. For some major changes (like contactless limit updates), Opayo requires evidence of regular TMS calls being automatically run before the changes will take effect.

To run TMS calls, you will need to create a Scheduled Windows Task to run a TMS call at a time when the PIN Pad isn’t being used but the computer is switched on.

To schedule a TMS call, from Task Scheduler in the Windows Start menu, create a basic task to run this file C:\sagepay\guardian\config\tmscall.vbs

You may need to ask your IT team to set up the scheduled task. This process needs to be carried on each PC a PIN Pad is physically connected to.

Increasing Contactless Payment Limits

To update the contactless limits on your PIN Pad, for example, from £30 to £100, follow these steps:

1. Run a Daily TMS call as a scheduled task every day.
2. After two consecutive days, go to C:\sagepay\guardian\logfiles 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 consecutive 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, your contactless limit will be updated.

Further Reading

To learn more about hardware, visit the Set up and troubleshoot hardware category of the Support Centre

• OpayoF2IPsAndPortsExceptions-v2.5-20220616.pdf800 KB