Worldpay Express Implementation guide
15 minutes to read
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🛈 Important This topic applies only to Worldpay Express |
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 for #NewProvider 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 pieces of information:
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Item |
Task/Description |
Required |
From |
Sample value |
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TriPOS Account Credentials |
You require an Account ID, Acceptor ID and Account Token. To setup a test account
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Yes |
Worldpay |
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triPOS Direct Software |
If you are using triPOS Direct, you will require a copy of the triPOS direct software. MAX Pay Global currently supports versions 5.21 If you are using triPOS Cloud and associated Cloud devices, you will not need this software. For more information, system requirements, release notes, and downloads visit this link. |
Yes |
Retail Realm |
Software is available from Worldpay but Retail Realm will include a version with the MAX Pay Global software. |
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Devices |
You will need devices that are compatible with triPOS (either Direct or Cloud). You may also need USB drivers depending upon the device model. Devices need to be compatible with the triPOS/Express software (key Injection). Refer to this link and search for Release notes which provides a list of compatible devices. |
Yes |
Worldpay |
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Test cards |
You will require Worldpay specific test cards |
Yes |
Worldpay |
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Test card trigger values |
You will require a Worldpay PDF that lists the test card numbers and trigger values to test certain payment scenarios. These are shipped with the triPOS Direct software. |
Yes |
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Licensing
Ensure that you have obtained correct license for your deployment before you start. Refer to this section for further details
Installation steps
This section describes the specific installation steps
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# |
Item |
Required |
Navigation |
Notes |
|
0 |
Prerequisite information and tasks |
Yes |
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Please ensure all Prerequisite information is obtained and tasks carried out prior to installation and configuration |
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1 |
Obtain the deployable packages from Retail Realm |
Yes |
Request these from your Retail Realm project manager |
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2 |
Deploy the packages to your environment using LCS |
Yes |
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3 |
Configure Retail scheduler |
Yes |
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4 |
Configure Shared parameters (Common) |
Yes |
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5 |
Configure the shared parameters for your chosen payment provider |
Yes |
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6 |
Configure Payment services |
Yes |
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7 |
Configure Commerce POS |
Optional |
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Only carry out this if you are using Commerce and using the Point of sale |
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8 |
Configure Call center |
Optional |
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Only carry this out if you are using Call enter |
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9 |
Configure e-Commerce |
Optional |
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Only carry this out if you are using Microsoft e-Commerce Store Front |
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10 |
Apply license(s) |
Yes |
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Applying the licensing is required prior to performing a payment transaction but not required to install and configure |
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11 |
Perform a test transaction |
Yes |
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Once you have completed your configuration, perform a test transaction |