Heartland Implementation guide
15 minutes to read
|
🛈 Important This topic applies only to Heartland |
This section guides you through the discrete implementation steps in order to complete a successful implementation.
Specification
Review the specification for the MAX Pay Global payment connector to ensure it meets your requirements, prior to deployment.
Retail Realm prerequisites
- MAX Pay Global for Dynamics 365 Finance / Commerce LCS packages.
- MAX Pay Global test / production licenses.
Prerequisite tasks and information required
You will require the following prerequisite pieces of information and tasks to be completed prior to implementing MAX Pay Global:
|
Item |
Task/Description |
Required |
From |
Sample value |
|
Payment device |
If you are implementing payments at the POS, you will require a Payment device that is supported with the Heartland. Contact Heartland Provider. |
Yes |
Heartland |
S300 |
|
Test cards |
Ensure you have Heartland specific test cards (and/or test card numbers) to use during your test phase |
Yes |
Heartland |
VISA, AMEX etc. |
|
POSLink Setup |
Ensure that you installed POSLink_.Net_V1.07.00 on POS machine |
Yes |
Heartland |
|
|
Retail POS |
Ensure that the Retail POS app is installed and it is configured for Heartland in D365 |
Yes |
Retail Realm |
|
|
|
|
|
|
|
Installation steps
This section describes the specific installation steps
|
# |
Item |
Required |
Navigation |
Notes |
|
1 |
Obtain the deployable packages from Retail Realm |
Yes |
Request these from your Retail Realm project manager |
|
|
2 |
Deploy the packages to your environment using LCS |
Yes |
|
|
|
3 |
Configure Retail scheduler |
Yes |
|
|
|
4 |
Configure Shared parameters (Common) |
Yes |
|
|
|
5 |
Configure the shared parameters for your chosen payment provider |
Yes |
|
|
|
6 |
Configure Payment services |
Yes |
|
|
|
7 |
Configure Commerce POS |
Optional |
|
Only carry out this if you are using Commerce and using the Point of sale |
|
8 |
Configure Call center |
Optional |
|
Only carry this out if you are using Call enter |
|
9 |
Configure Online store |
|
Only carry this out if you are using Microsoft e-Commerce Store Front |
|
|
10 |
Apply license(s) |
Yes |
|
Applying the licensing is required prior to performing a payment transaction but not required to install and configure |
|
11 |
Perform a test transaction |
Yes |
|
Once you have completed your configuration, perform a test transaction |