Verifone CARBON8 User Manual

Carbon 8
Installation Guide
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Verifone Part Number DOC179-123-EN-A, Revision A.1
Carbon 8 Installation Guide
© 2017 V erifone, Inc.
All rights reserved. No part of the contents of this document may be reproduced or transmitted in any form without the written permission of Verifone, Inc.
The information contained in this document is subject to change without notice. Although Verifone has attempted to ensure the accuracy of the contents of this document, this document may include errors or omissions. The examples and sample programs are for illustration only and may not be suited for your purpose. You should verify the applicability of any example or sample p rogram before placing the software into productive use. This document, including without limitation the examples and software programs, is supplied “As-Is.”
Verifone and the Verifone logo are registered trademarks of Verifone. Other brand names or trademarks associated with Verifone’s products and services are trademarks of Verifone, Inc.
All other brand names and trademarks appearing in this manual are the property of their respective holders. Product Warranty: For Product warranty information, go to http://www.verifone.com/terms. Comments? Please e-mail all comments on this document to your local Verifone Support Team.
Verifone, Inc.
1-800-Verifone
www.verifone.com
Verifone Part Number DOC179-123-EN-A, Revision A.1

CONTENTS

PREFACE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Conventions and Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Document Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Acronym Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
CHAPTER 1
Device Overview Features and Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Device Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Stand Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Exceptional Ease of Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Modular Countertop Performance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
True Multi-Application Capability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
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CHAPTER 2
Setup Selecting Unit Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Ease of Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Environmental Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Electrical Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
PIN Protection Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Unpacking the Shipping Carton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Periodic Inspection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Examining the Unit’s Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Verifone Carbon Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Connection Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Establishing Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Connecting by Ethernet Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Connecting by Wi-Fi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Loading a Paper Roll in the Printer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Installing or Replacing MSAM Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Connecting Optional Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Optional Device Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Connecting Cash Drawer to the Carbon 10 . . . . . . . . . . . . . . . . . . . . . . . . . 24
Connecting the Power Pack. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Using the Smart Card Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Using the Magnetic Card Reader. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Using the Contactless Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
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CHAPTER 3
Specifications Technical Specifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Consumer Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Merchant Tablet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
CARBON 8 INSTALLATION GUIDE 3
CONTENTS
Printer Stand. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
CHAPTER 4
Maintenance and
Cleaning
CHAPTER 5
Service and Support Service Returns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
CHAPTER 6
Troubleshooting
Guidelines
Additional Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Potentially Explosive Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Accessories and Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Connection Cables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Power Cables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Peripherals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Cleaning Kit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Blank Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Printer Paper Jam. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Peripheral Device Does Not Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Transactions Fail To Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Printer Does Not Print. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Consumer Display Does not Show Correct or Readable Information . . . . . . . . 41
Printer Blade Jams or Printer Door Can’t be Closed . . . . . . . . . . . . . . . . . . . . . 41
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APPENDIX A
Caution and
Warning Messages
Caution and Warning Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
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4 CARBON 8 INSTALLATION GUIDE
PREFACE
This guide is the primary source of information for setting up and installing the Carbon 8.
Audience
Organization
This guide describes the card reader’s features, and provides the basic information for its installation and configuration.
This guide is organized as follows:
Chapter 1, Device Overview. Provides an overview of the device. Chapter 2, Setup. Explains setup and installation of the device, selecting a
location, and establishing connections with other devices.
Chapter 3, Specifications. Discusses the power requirements and dimensions of
the device.
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Chapter 4, Maintenance and Cleaning. Explains maintenance of the device. Chapter 5, Service and Support. Provides information on contacting your Verifone
service provider and information on how to order accessories or documentation from Verifone.
Chapter 6, Troubleshooting Guidelines. Provides troubleshooting guidelines
should you encounter a problem with unit installation and configuration.
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Appendix A, Caution and Warning Messages. Shows the UL/cUL certification-
compliant translations of all Warning and Caution messages in this installation guide.
Related
Documentation
To learn more about the card reader and controller device, refer to the following set of documents and their associated Verifone Part Numbers (VPNs).
Carbon 8 Certifications and Regulations Sheet VPN DOC179-121-EN-x Carbon 8 Quick Installation Guide VPN DOC179-122-EN-x Carbon 8 Printer Module Quick Installation Guide VPN DOC179-132-EN-x Carbon 8 Printer Module Certs and Regulations Sheet VPN DOC179-125-EN-x
CARBON 8 INSTALLATION GUIDE 5
PREFACE
NOTE
CAUTION
WARNING
Conventions and Acronyms
Conventions and
Acronyms
Document
Conventions
This section describes the conventions and acronyms used in this guide.
Various conventions are used to help you quickly identify special formatting.
Table 1 describes these conventions and provides examples of their use.
Table 1 Document Conventions
Convention Meaning Example
Blue
Text in blue indicates terms that are cross referenced.
The pencil icon is used to highlight important information.
The caution symbol indicates possible hardware or software failure, or loss of data.
See Conventions and
Acronyms.
If exchanging cables, use a Verifone-approved cable.
Using an incorrectly rated power supply can damage the unit or cause it to malfunction.
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For safety, do not string cables or cords across a walkway.
The lightning symbol is used as a warning when bodily injury
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Acronym Definitions
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Various acronyms are used in place of the full definition. Table 2 presents acronyms and their definitions.
Table 2 Acronym Definitions
Acronym Definitions
COM Communications port CTLS Contactless EMV Europay, MasterCard, and Visa ETH Ethernet HW Hardware I/O Input/Output ITP Internal thermal printer LCD Liq u i d cry s tal displa y LPS Lines per second MSAM Micromodule-Size Secure Access Module MSR Magnetic-stripe card reader PCI Payment Card Industry PIN Personal Identification Number POI Point of Interaction
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Table 2 Acronym Definitions (continued)
Acronym Definitions
PTS PIN Transaction Security QVGA Quarter Video Graphics Array RJ45 Registered Jack 45 modular connector SAM Secure Access Module SC Smart card SCR Smart card reader SD Secure Digital SDA Static Data Authentication SDHC Secure Digital High Capacity SIM Subscriber Identity Module SMA SubMiniature version A connector TFT Thin-film transistor TLS Transport Layer Security UI User interface USB Universal Serial Bus
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PREFACE
Conventions and Acronyms
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PREFACE
Conventions and Acronyms
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8 CARBON 8 INSTALLATION GUIDE
Device Overview
NOTE
NOTE
CHAPTER 1
This chapter provides a brief description of the Carbon 8 system, a modular merchant- and consumer-facing device, enabling use as a handheld or stand­mounted payment solution.
Features and
Benefits
Device Connectivity
Stand Connectivity
Carbon 8 provides magnetic-stripe card reader (MSR), smart card (SC) and contactless (CTLS) payment processing with a 5-inch (12.7 cm) color TFT capacitive touch panel LCD screen integrated with an 8 inch (20.3 cm) tablet. The Stand provides additional expansion options (such as a bar code scanner and weighing scale), connectivity features (USB, Ethernet and Cash Drawer), and power charging. A removable printer module contains an embedded internal thermal printer (ITP).
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Verifone ships variant s of the Carbo n 8 system for dif ferent market s. Your device
may have different features described in this section.
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1 micro SD slot
1 micro USB 2.0 OTG (can be used for charging)
1 audio jack
Service ports
4 USB 2.0 Host ports
1 Ethernet RJ45
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Performance
1 Mod 12 (cash drawer)
Power
Service port (Service use only)
You can find the Carbon 8 service ports on the lower right area behind the 5-inch screen. The Stand ports are accessible from the underside of the unit, while the tablet ports and slots are on the sides of the lower right corner.
Consumer Display:
512 MB SDRAM and 512 MB Flash memory
5-inch color TFT display capacitive touch panel LCD (854 x 480)
Software-controlled backlight
CARBON 8 INSTALLATION GUIDE 9
DEVICE OVERVIEW
Features and Benefits
Integrated speaker
Merchant Tablet:
1 GB SDRAM and 16 GB Flash for System
8-inch color TFT display capacitive touch panel LCD (1280 x 800)
Provides power and data to the Carbon 8 unit
Barcode scanning enabled for front and rear cameras
Wi-Fi and Bluetooth enabled
Integrated speakers
Stand:
USB 2.0 high-speed connections
Bluetooth enabled
Provides ETH and Wi-Fi to connectivity to broadband router
Security
Exceptional Ease of
Use
Cash Drawer interface
Printer Module:
Integrated 80mm Thermal Printer with Auto cutter
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PCI PTS POI v4.x approved for debit and other PIN-based transactions
EMV L1 Type Approval (contact and contactless)
Tamper-resistant construction, TLS protocols, and VeriShield file
Supports VeriShield Protect encryption implementations.
Capacitive touch-screen UI access for merchant and customer.
Signature capture screen capability.
The contactless (CTLS) functionality offers a convenient payment option for
The triple-track, high-coercivity card reader handles most magnetic stripe
EMV card reader ensures secure payment option.
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authentication
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consumers.
cards.
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Large (5-inch for customers, 8-inch for merchants) LCD displays simplify
The multiple font-capable optional thermal printer simplifies paper loading and
Modular Countertop
Performance
10 CARBON 8 INSTALLATION GUIDE
The 32-bit processing and multi-tasking capabilities ensures fast processing of
training and reduce help desk calls.
reduces paper jams. Uses 80 mm wide x 80 mm diameter pap er rolls, prints at 110 mm/sec.
payment, payment-related, and value-added applications.
DEVICE OVERVIEW
Features and Benefits
Exceptional displays and optional printer graphics-handling capabilities that
quickly render logos, graphical fonts, and character-based languages.
The Carbon 8 ensures uncompromising reliability from V erifone, the worldwide
leader in e-payment.
True Multi-
Application
Capability
The Carbon 8 offers 512 MB flash and 512 MB of dynamic memory allocation
for the consumer terminal and 1GB of SDRAM, 16GB of Flash for System for the merchant tablet, which supports multiple applications on each side.
The primary smart card reader and the MSAMs safeguard sensitive financial
data and support multiple smart card schemes.
Carbon 8 units are certified for ISO 7816-1 and ISO 7816-2 standards for
smart card solutions, as well as ISO 14443 type A & B and ISO 18092 standards for CTLS operations.
The VeriShield security architecture meets published specifications for PCI
PTS POI and provides sophisticated file authentication to prevent execution of unauthorized software on Carbon 8 devices.
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DEVICE OVERVIEW
Features and Benefits
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12 CARBON 8 INSTALLATION GUIDE
Setup
CHAPTER 2
This chapter describes the setup procedures for the Carbon 8, under the following sections:
Selecting Unit Location
Unpacking the Shipping Carton
Examining the Unit’s Features
Establishing Communication
Loading a Paper Roll in the Printer
Installing or Replacing MSAM Cards
Selecting Unit
Location
Ease of Use
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Connecting Optional Devices
Connecting the Power Pack
Using the Smart Card Reader
Using the Magnetic Card Reader
Using the Contactless Reader
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Use the following guidelines when selecting a location for your device.
Select a location convenient for both merchant and cardholder.
Select a flat support surface, such as a countertop or table.
Select a location near a power outlet and a network connection.
For safety , do not string the power cord or ot her cables in a walkway or place it
across a walkway on the floor.
CARBON 8 INSTALLATION GUIDE 13
SETUP
CAUTION
Unpacking the Shipping Carton
Environmental
Factors
Electrical
Considerations
PIN Protection
Measures
The unit must be used in an attended environment.
Do not use the terminal where there is high heat, dust, humidity, moisture, or
caustic chemicals or oils.
Keep the unit away from direct sunlight and anything that radiates heat, such
as a stove or motor.
Do not use the unit outdoors.
The Carbon 8 is not waterproof or dustproof, and is intended for indoor use only.
Any damage to the unit from exposure to rain or dust may void any warranty.
Avoid using the Carbon 8 during electrical storms.
Place the device 10 cm away from metallic objects to avoid interference with
the CTLS field.
Avoid locations near electrical appliances or other devices that cause
excessive voltage fluctuations or emit electrical noise (for example, air conditioners, electric motors, neon signs, high-frequency or magnetic security devices, or computer equipment).
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Do not use the terminal near water or in moist conditions.
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You can employ several techniques for effective PIN entry screening on the keypad. Use the following methods in combination or singly, as necessary:
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Position the Carbon 8 on the stand in such a way as to make visual
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observation of the PIN entry process infeasible. Examples include:
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Unpacking the
Shipping Carton
To unpack the
shipping carton
Visual shields designed into the check-st and. These sh ields may be solely
for shielding purposes, or may be part of the general check-stand design.
Position the Carbon 8 so that it is angled in such a way that PIN spying is
difficult.
Position the in-store security cameras so that PIN entry is not visible.
Use signage to limit the view of the Carbon 8 to just that of the cardholder.
Offer PIN security literature at the point of sale.
Open the shipping carton and carefully inspect its conten ts for possible t ampering or shipping damage. The Carbon 8 is a secure product and any tampering may cause the device to cease to function properly.
1 Validate the authenticity of the sender by verifying the shipping tracking
number and other information located on the product order paperwork.
Periodic Inspection
NOTE
WARNING
2 Remove and inspect the following items:
Carbon 8 device
Stand
Printer
Power pack
Ethernet cable
Paper roll
Refer to Accessories and Documentation for more information about the device’s related accessories.
Verifone ships variants of the Carbon 8 for different markets. Your unit may have different options or accessories described in this section.
SETUP
Periodic
Inspection
3 Remove all plastic wrapping from the terminal and other components.
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4 Remove the clear protective film from the displays.
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5 Save the shipping carton and packing material for future repacking or moving
of the device.
Do not use a unit that has been tampered with or otherwise damaged. This unit comes equipped with tamper-evident labels. If a label or component appears damaged, immediately notify the shipping company and your Verifone representative or service provider.
Periodically inspect the Carbon 8 terminal for possible tampering. Signs of tampering include:
Wires protruding out of the device.
Foreign objects inserted into the smart card slot or magnetic stripe slot.
Signs of damage to the tamper-evident labels.
A Tamper Warning message on the device displays.
If any device is found in tamper state, please remove it from service immediately, keep it available for potential forensics investigation, and notify your company security officer and your local Verifone representative or service provider. For contacting Verifone, please see “Service and Support”.
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