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 start scheduling updates manually, read the software release notes to learn about the details of each software version.

To view previously scheduled software updates, you need to have one of the following user roles:

• Merchant POS Terminal Management
• Merchant POS Terminal Support
• Merchant POS Terminal View

To schedule new software updates, you need to have the following user role:

• Merchant POS Terminal Management Admin

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.

Step 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 LTS software version.

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

Step 2: Select the update strategy

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. You can choose to update in optimized batches, or in batches that you create.

1. Select one of the following update strategies:
   • 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 batches for your fleet's software update.
2. At the bottom, select Continue.

Step 3: Select batches

If you selected Optimized batches in the previous step:

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

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

1. To make a batch, 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. and select Add to 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. Repeat above step to make multiple batches.
4. To review the batch, select Download CSV.
5. At the bottom, select Continue.

Step 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 restart hour, which is 6.00 am by default.

1. For every batch, select the date on which you want the update to happen.
2. At the bottom, select Submit.

Monitor the status of your update plan

In your Customer Area, go to In-person payments > Terminal Software > Updates to check the status of your software update. Here you see an overview of your batches with information about:

• The status of the validation review by us:
  To learn about the validation status of a batch, find the batch in the table under Deployment & batch. In the Validation column, you can see if the update plan for a batch is To be reviewed, Approved, Cancelled, or Rejected. To learn the reason for why a batch was tagged Rejected, hover your cursor over the tag.

• The software update progress of individual terminals:
  To find the software update status of the individual terminals within a batch, find the batch in the table under Deployment & batch. Select the number in the Total column to open a list of all terminals within that batch. In the Status column, you can see if the terminal's update schedule is Confirmed, Pending, has Failed or was Cancelled.

Update your plan

You can perform the following updates to your software update plan:

• Cancel a batch update:
  In the Updates tab of the Terminal software overview, find the batch that you want to cancel. Select , then select Cancel update.
• Cancel pending updates:
  In the Updates tab of the Terminal software overview, find the batch that the terminals with the pending update are part of. Select the number in the Pending column, then select the Cancel pending updates button.
• Reschedule failed updates:
  In the Updates tab of the Terminal software overview, find the batch that has terminals that failed to update to a new software. Select the number in the Failed column, then select Reschedule failed updates.
• Change software default version:
  Find the terminal model in the Default versions tab and select Change default version. From the drop-down menu, select the new software default version, then select the Change default version button.

See also