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Setting Up A Bluefin PAX Account and Pin Pad

***Important: This article should only be attempted after your Bluefin merchant account is set up.***

  1. Connect the EMV device to Ethernet and Power.

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  1. Next, log in to Agile Administration.
  2. Click the House Icon and expand the Accounting folder.
  3. Select Merchant. Find your E-Commerce (EPayIntegrator) Merchant Account.
  4. Right-click on the Merchant and hit "Properties".
  5. When you open the Properties window you will see a tab called "Terminals". Click on this tab.
  6. In this tab right-click in the top blank window and hit "New"
  7. If your organization uses a Managed Network, send a message to your Network Admin asking them to make a reservation on the network for each PAX Device and to send you both the IP Address for each device and the Device ID/Name that is listed in the DHCP. Otherwise, open the management interface for your Router and set up a Reservation for the devices there.
  8. To locate the Serial Number flip your device over and look on the bottom. Typically it is located near the Model Number and is 10 digits long.
  9. Make sure the Connection Type drop-down menu is set to TCP
  10. The TCP IP is the IP Address you or your Network Admin set the reservation up for the device on your network.
  11. The TCP Port is 10009.
  12. Hit Apply and Ok
  13. Repeat for all other PAX Terminals
  14. In the top left corner of the screen, click the Buildings icon. Then, click the Settings Icon and select Locations. In the upper box, select the Location with the same Name as the Organization and then locate the Terminal in the lower box.
  15. Right-click on the Terminal and select Properties. 
  16. In the Terminal Properties window, select the CC Terminal tab.
  17. Checkmark the Merchant EMV Terminal box
  18. Select the PAX device from the drop-down menu that the Terminal will be using.
  19. If you don't want your Box Office personnel entering any Credit Card info into Agile manually, you can check the Credit Card Entry Restricted box.
  20. Click Apply to save your changes and OK to close the window.
  1. Next, log in to Agile Administration.
  2. Click the House Icon and expand the Accounting folder.
  3. Select Merchant. Find your E-Commerce (EPayIntegrator) Merchant Account.
  4. Right-click on the Merchant and hit "Properties".
  5. When you open the Properties window you will see a tab called "Terminals". Click on this tab.
  6. In this tab right-click in the top blank window and hit "New"
  7. To locate the Serial Number flip your device over and look on the bottom. Typically it is located near the Model Number and is 10 digits long.
  8. Make sure the Connection Type drop-down menu is set to TCP
  9. Locate the MAC Address for the type of connection you are using. There is a sticker on the device that will have "WiFi MAC" and or "LAN MAC" printed followed by a set of numbers and letters like this, 1A:2B:3C:4D:5E:6F.
  10. Take this value and put it in the TCP IP box value without the colons and with lowercased letters, like this: 1a2b3c4d5e6f
  11. The TCP Port is 10009.
  12. Hit Apply and Ok
  13. Repeat for all other PAX Terminals
  14. In the top left corner of the screen, click the Buildings icon. Then, click the Settings Icon and select Locations. In the upper box, select the Location with the same Name as the Organization and then locate the Terminal in the lower box.
  15. Right-click on the Terminal and select Properties. 
  16. In the Terminal Properties window, select the CC Terminal tab.
  17. Checkmark the Merchant EMV Terminal box
  18. Select the PAX device from the drop-down menu that the Terminal will be using.
  19. If you don't want your Box Office personnel entering any Credit Card info into Agile manually, you can check the Credit Card Entry Restricted box.
  20. Click Apply to save your changes and OK to close the window.
  1. Connect the PAX device to a Micro USB cable and plug the other end of the cable into the computer.
  2. In the bottom left of the computer screen look for a magnifying glass in the taskbar.
  3. Click on the magnifying glass and search for Device Manager.
  4. In Device Manager locate the Ports (COM & LPT) node.
  5. Find the USB Serial Device item and notate the number of the COM port.
  6. On the PAX device open the Bluefin app.
  7. Tap the screen in this order:
    1. Top Left
    2. Top Right
    3. Bottom Right
    4. Bottom Left
  8. In the password screen that pops up enter the current date in MMDDYYY format and hit Enter.
  9. Go to the ECR Comm Settings Menu Item
  10. Toggle the USB option in the list.
  11. Hit the Back button until you are back on the first screen you see when opening the Bluefin app.
  12. Log into Administration of the Agile Application.
  13. Click the House Icon and expand the Accounting folder.
  14. Select Merchant. Find your E-Commerce (EPayIntegrator) Merchant Account.
  15. Right-click on the Merchant and hit "Properties".
  16. When you open the Properties window you will see a tab called "Terminals". Click on this tab.
  17. In this tab right-click in the top blank window and hit "New"
  18. Input the Serial Number of the PAX Device, usually located on the backside of the device and change the Connection Type from TCP to the COM port number you notated earlier.
  19. Input the model of the device and hit OK until the new PAX device is saved and the Merchant window is closed.
  20. In the top left corner of the screen, click the Buildings icon. Then, click the Settings Icon and select Locations. In the upper box, select the Location with the same Name as the Organization and then locate the Terminal in the lower box.
  21. Right-click on the Terminal and select Properties. 
  22. In the Terminal Properties window, select the CC Terminal tab.
  23. Checkmark the Merchant EMV Terminal box
  24. Select the PAX device from the drop-down menu that the Terminal will be using.
  25. If you don't want your Box Office personnel entering any Credit Card info into Agile manually, you can check the Credit Card Entry Restricted box.
  26. Click Apply to save your changes and OK to close the window.

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  1. Select the House icon. Click the Accounting icon and select Payment Methods.
  2. Here, we will need to switch the Card Present Merchant Types to the Bluefin Merchant for all the AMS credit card Payment Methods.
    1. Right-click on the Payment Method and hit Properties
    2. In the drop-down menu beside Cardholder Present Merchant, select Bluefin.
  3. Click Apply to save your changes and OK to close the window.
  4. In the top left corner of the screen, select File and click Switch to Agile Sales. 
  5. At the top of the screen, click the PIN PAD/PAX menu and select Init. When you click Init it is possible that the system will appear to freeze. This is normal — Do not try to close the program. Watch the device to see when the Init function has finished, and then you will be able to continue using the application.
  6. Run a test transaction to verify that everything is working correctly. Note: It is recommended you turn on Log Verbose before attempting the test transaction. You can turn on Log Verbose if you click Pin:

This will put more detail in the "Show Details" dropdown in the Pin Pad Interact Window

That way, if a card declines during your test transaction, you can click "Show Details" and skim it for error information. One common error you can find after a decline is "Daas Failure - Device Not Active". Pax devices must be activated before you can successfully run a test transaction. If you find this error in the Details, then the client must call Bluefin and ask Bluefin to activate the device.

 

Addendum:

  • NFC/Apple Pay/Google Pay/Chip Reader/etc. usage depends on the merchant processor being used by Bluefin. If the client wishes to use these functions, they need to contact Bluefin.
  • If you are setting up multiple terminals, once you reach the end of the instructions return back to step 10 and continue until all terminals are added.
  • If you are using the MAC Address Connection option you may need to search for the device multiple times before it is found.
  • If you would like to require customer signatures for credit card transactions with a Pax, you can turn on a prompt that will capture a digital signature from the customer. To do this, click the PIN PAD/PAX menu and select "Sig Capture").
  • If you keep receiving a POSLINK COMMUNICATIONS ERROR: CONNECT ERROR message when you try to initialize the Pax, there is most likely an issue with the Pax's IP reservation. Check with the client's IT to make sure they have reserved an IP address and that the IP address they reserved matches the IP address the Pax is using. If you have confirmed the IP address is properly reserved, ask the client to call Bluefin and get them to confirm the Bluefin app on the device is up to date. If not, they need to ask Bluefin to push an update to the app.

 

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