Manually schedule terminal software updates

If your terminals are on the manual update strategy, you can schedule terminal software updates in your Customer Area. This allows you to test software updates on selected payment terminals and schedule updating your terminal fleet in batches. You can create the batches yourself, or let us create optimized batches for you.

Requirements

Before you begin, take into account the following requirements, limitations, and preparations.

How it works

To create a manual software update plan in your Customer Area:

1. You select the terminal range and the terminal models that you want to update.
2. You select the software version you want to upgrade those terminals to.
3. Optionally, you test the software in a pilot run on selected terminals.
4. You create batches manually, or choose to let us optimize the batch sizes.
5. You select when you want the update to happen and submit the request.
6. We review the update request.
7. You receive and implement suggestions for changes from us if needed.
8. Your terminals update to the selected software version on the day that you have selected.

1. Select the software version

1. In your Customer Area, go to In-person payments > Terminal Software, and select Schedule update.
2. Select the terminal range that you want to update to a new software version.

   All of your terminal ranges are selected by default.

3. Under Software version, select the version to which you want to update.

   We recommend to always update your terminals to the latest Long Term Support (LTS) software version.

4. Under Models, select the terminal models you want to update.
5. Select Continue.

2. Select the update strategy

After you have selected the terminal range and software version, your terminals update to the new software version in batches. This gradual rollout allows for better monitoring of performance and potential issues before updating your entire terminal fleet.

1. Optionally, to test new software on up to 20 terminals before a full terminal fleet update, go to Pilot new software and select Try new software on a selection of terminals. You can schedule the pilot for the same day and for the optimized batches and manually selected batches options.
2. Under Update your fleet, select one of the following two update strategies:
   • Update in optimized batches: we create three batches for you that are based on criteria such as the terminal activity, model, or country/region.
     • Batch 1: updates up to 10 percent of your fleet.
     • Batch 2: updates up to 30 percent of your fleet.
     • Batch 3: updates the remaining portion of the fleet.
   • Update in manually selected batches: you create the batches for your fleet's software update yourself.
3. Select Continue.

3. Select batches

If you selected Update in optimized batches in the previous step:

1. To review the batches we created, select Download CSV.
2. Select Continue.

If you selected Update in manually selected batches in the previous step, do the following for each batch that you want to create:

1. Select + Add batch.
2. Use one of the following methods to select the terminals that you want to add to the batch:
   • Filter selection: Select the terminals that you want to add to the batch.
   • List upload: Add a list of up to 1,000 terminal IDs, separated by commas, to the search bar. At the bottom, select Select all the terminals that match this search.
3. Select Add to batch.
4. To review the batches, select Download CSV.
5. Select Continue.

4. Select the date

Under Date and review you can select the date of the software update for each of your batches.

When deciding the schedule for the batch update:

• We recommend to plan at least seven days between batches to have enough time to monitor each batch update.
• Keep in mind that we need two business days to approve batch schedule requests.
• Be aware that updates happen at the restart hour, which is 6.00 am by default.

1. For every batch, select the date when you want the update to happen.
2. Select Submit.

Change the default software version

You can change the default software version of a newly boarded terminal for a specific terminal model. That software version then automatically installs on any new terminal of that model when the terminal is boarded.

Changing the default software version is useful when:

• You order new terminals.
• You want to use specific software versions depending on the terminal model.
• You regularly reassign terminals between stores or merchant accounts.

Changing the default version does not automatically schedule a software update for existing terminals. It only affects the initial software installation on newly boarded terminals. The default software version does not override any software version configurations that have been implemented at lower levels, such as at the individual merchant or store level.

To change the default software version:

1. In your Customer Area, go to In-person payments > Terminal Software.
2. In the Default versions tab, find the terminal model that you want to change the default software version for and select Change default versions.
3. From the drop-down menu, select the new default software version and select Change default versions.

Monitor the status of your update plan

After you have scheduled the software update, you can monitor the status of your terminal software plans and make changes if necessary.

To learn about the validation status of the software update plan:

1. In your Customer Area, go to In-person payments > Terminal Software, select Updates.
2. Find the batch in the table under Deployment & batch.
3. In the Validation column for each terminal, see its current validation status:
   • To be reviewed: The update plan is submitted and awaiting review.
   • Approved: The update plan successfully validated.
   • Cancelled: The update plan has not been succeeded.
   • Rejected: The update plan has been reviewed and rejected.
4. To understand the reason for the Rejected status, hover your cursor over the Rejected tag.

To view the update status of individual terminals within a batch:

1. In your Customer Area, go to In-person payments > Terminal Software, select Updates.
2. Find the batch in the table under the Deployment & batch.
3. Select the number in the Total column for that batch to open a list of all terminals within that batch.
4. In the Status column for each terminal, see its current update status:
   • Successful: The update completed.
   • Pending: The update is scheduled but has not yet started on this terminal, most likely because the terminal is either offline or switched off.
   • Failed: The update cannot been completed on this terminal.
   • Cancelled: The update has not been succeeded.

Update your plan

To update your terminal software plan, including options to cancel or reschedule batch updates and change the default software version:

1. In your Customer Area, go to In-person payments > Terminal Software, select Updates.

2. Find the relevant batch to update your plan, then:

   • To cancel an update, select the option icon , then select Cancel update.
   • To cancel pending updates in your batch, select the number in the Pending column, then select the Cancel pending updates button.
   • To reschedule failed updates, select the number in the Failed column, then select Reschedule failed updates.

See also