{"title":"Get-started and go-live checklists","category":"default","creationDate":1776961627,"content":"<p>This page gives an overview of what needs to be done to be able to build and test a Mobile solution, and to be able to go live with a Mobile solution. There is also an overview of steps to take if you want to add docks to your card reader integration.<\/p>\n<div class=\"notices green\">\n<p>Our Mobile solutions are not a replacement for our traditional terminals. We are actively working towards use case and feature parity. Geographical availability may differ per solution.<\/p>\n<\/div>\n<h2>Get-started checklist<\/h2>\n<ol>\n<li>\n<p>Choose your iOS Mobile solution: Tap to Pay on iPhone or Card reader, or both.<\/p>\n<p>Take into account the countries\/regions, payment methods, and features that we <a href=\"\/pt\/point-of-sale\/ipp-mobile\">support<\/a>, as well as the <a href=\"\/pt\/point-of-sale\/mobile-ios\/requirements\">hardware and software requirements<\/a> for iOS.<\/p>\n<\/li>\n<li>\n<p>If you are new to Adyen, see <a href=\"\/pt\/get-started-with-adyen\/\">Get started with Adyen<\/a> and set up your Adyen test account.<\/p>\n<p>For details, see <a href=\"\/pt\/point-of-sale\/design-your-integration\/determine-account-structure\/\">Set up your account for in-person payments<\/a>, and if applicable, see \"Account structure and resources\" <a href=\"\/pt\/platforms\/account-structure-resources\/\">for platforms<\/a> or <a href=\"\/pt\/marketplaces\/account-structure-resources\/\">for marketplaces<\/a>.<\/p>\n<\/li>\n<li>\n<p>Ask our <a href=\"https:\/\/ca-test.adyen.com\/ca\/ca\/contactUs\/support.shtml?form=other\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Support Team<\/a> to configure your Adyen test account for using the iOS Mobile SDK.<\/p>\n<\/li>\n<li>\n<p>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">test Customer Area<\/a>:<\/p>\n<ul>\n<li>Order a test card, if you do not already have one.<\/li>\n<li>\n<p>If you decided for the card reader solution, order a test NYC1 card reader.<\/p>\n<!-- list separator -->\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p>Ensure that you have a supported iOS mobile device that you can use for testing.<\/p>\n<\/li>\n<li>\n<p>Ensure that you have an iOS mobile POS app that is integrated with <a href=\"\/pt\/point-of-sale\/design-your-integration\/terminal-api\/\">Terminal API<\/a>.<\/p>\n<\/li>\n<li>\n<p>Be aware that you need to manage additional dependencies related to expiry of the Mobile SDK and changes in the minimum required iOS version.<\/p>\n<\/li>\n<li>\n<p><a href=\"\/pt\/point-of-sale\/mobile-ios\/build\">Build your solution<\/a>.<\/p>\n<div class=\"notices blue\">\n<p>If you are building an SDK integration, we recommend calling the warm-up function to ensure that the SDK is ready to take transactions. See <a href=\"\/pt\/point-of-sale\/mobile-ios\/build\/tap-to-pay\/#use-warm-up\">Tap to Pay on iPhone<\/a> or <a href=\"\/pt\/point-of-sale\/mobile-ios\/build\/card-reader\/#use-warm-up\">Card reader on iOS<\/a>.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>Test your solution.<\/p>\n<\/li>\n<\/ol>\n<h2>Go-live checklist<\/h2>\n<ol>\n<li>\n<p>If you are new to Adyen, apply for a live account.<\/p>\n<\/li>\n<li>\n<p>Ensure to apply for an <a href=\"\/pt\/point-of-sale\/mobile-ios\/build\/tap-to-pay#get-entitlement\">Apple LIVE entitlement<\/a> for your Tap to Pay mobile solution in good time. The approval process can take up to several weeks.<\/p>\n<\/li>\n<li>\n<p>Get in touch with your Adyen contact to sign the contract addendum that specifies the terms and conditions for the use of Adyen Mobile solutions, and to set up pricing.<\/p>\n<\/li>\n<li>\n<p>If you use our card reader solution, inform Adyen about your rollout plan and the forecasted number of card readers and (if applicable) docks that you will need.<\/p>\n<\/li>\n<li>\n<p>Ask our <a href=\"https:\/\/ca-test.adyen.com\/ca\/ca\/contactUs\/support.shtml?form=other\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Support Team<\/a> to configure your live account for using the iOS Mobile SDK.<\/p>\n<\/li>\n<li>\n<p>Ensure you know when the SDK, the iOS, and the card reader firmware (if applicable) must be updated:<\/p>\n<div class=\"notices yellow\">\n<p>Each SDK version expires after six months, and it is possible that the minimum required iOS version changes over time.<\/p>\n<\/div>\n<ol>\n<li>Ensure your organization has a process to distribute the software and to keep the software up to date. See <a href=\"\/pt\/point-of-sale\/mobile-ios\/manage\">Manage your iOS Mobile solution<\/a>.<\/li>\n<li>In your Customer Area, <a href=\"\/pt\/point-of-sale\/mobile-ios\/manage\/#stay-informed\">subscribe to system messages<\/a> to receive email alerts about mandatory updates like changes in the minimum required iOS version, and SDK and card reader releases.<\/li>\n<li>Keep up-to-date with changes in our <a href=\"\/pt\/point-of-sale\/firmware-release-notes\/\">Release notes<\/a>.<\/li>\n<li>Implement the <a href=\"\/pt\/point-of-sale\/diagnostics\/request-diagnosis\/#diagnosis-request-mobile\">diagnosis request<\/a> so that you can check each device for the expiry date of the installed SDK.<\/li>\n<li>If you are using our card reader solution, implement the relevant Device Manager function to alert users to available firmware updates.<\/li>\n<\/ol>\n<\/li>\n<li>\n<p>Ensure that all your mobile devices are compliant with the <a href=\"\/pt\/point-of-sale\/mobile-ios\/requirements\/#hardware\">hardware<\/a> and <a href=\"\/pt\/point-of-sale\/mobile-ios\/requirements\/#software\">software<\/a> requirements and can be easily upgraded.<\/p>\n<\/li>\n<li>\n<p>When going live with your <a href=\"\/pt\/point-of-sale\/mobile-ios\/build\/tap-to-pay#go-live\">Tap to Pay on iPhone<\/a> or <a href=\"\/pt\/point-of-sale\/mobile-ios\/build\/card-reader#go-live\">card reader<\/a> solution, update your API credentials and code:<\/p>\n<ol>\n<li>In your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">live Customer Area<\/a>, generate a live API credential with basic authentication and the <strong>Allow SDK download for POS developers<\/strong> role.<\/li>\n<li>Update your code to pull in the live version of the SDK.<\/li>\n<li>In your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">live Customer Area<\/a>, generate a live API credential with an API key and the <strong>Checkout webservice role<\/strong>.<\/li>\n<li>\n<p>Update your code to use the live API key and the live endpoint for establishing a communication session.<\/p>\n<!-- list separator -->\n<\/li>\n<\/ol>\n<\/li>\n<li>\n<p>Optionally <a href=\"\/pt\/point-of-sale\/mobile-ios\/manage#set-the-transaction-screen-text\">set a custom transaction screen text<\/a>.<\/p>\n<\/li>\n<li>\n<p>For Tap to Pay on iPhone, <a href=\"\/pt\/point-of-sale\/mobile-ios\/manage#apple-terms-of-use\">accept the Apple Terms of Use<\/a>.<\/p>\n<\/li>\n<li>\n<p>Test the live solution by doing penny tests.<\/p>\n<\/li>\n<li>\n<p>Ensure your personnel knows how to initiate transactions on the mobile device, how to <a href=\"\/pt\/point-of-sale\/mobile-ios\/troubleshooting#handle-errors\">handle error messages<\/a>, and if applicable how to <a href=\"\/pt\/point-of-sale\/user-manuals\/nyc1\/\">use the NYC1 card reader<\/a>.<\/p>\n<\/li>\n<\/ol>\n<h2>Checklist to add a dock<\/h2>\n<p>If you decided to use the NYC1 card reader in your Mobile solution, you can add the NYC1 dock. The dock provides a way to:<\/p>\n<ul>\n<li>Charge the card reader.<\/li>\n<li>Charge the mobile device, if that is connected to the dock with a USB-C cable.<\/li>\n<li>Optionally establish a USB connection instead of a Bluetooth connection between your mobile device and the card reader.<\/li>\n<li>Create a countertop arrangement.<\/li>\n<\/ul>\n<p>To add docks to your solution, take into account the following:<\/p>\n<ol>\n<li>\n<p><strong>Orders<\/strong>: In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, order both the NYC1 dock and a 12V\/1.5A Power Delivery (PD) power adapter for the dock. The power adapter is not supplied with the dock because the adapter is region-specific. You can only use the NYC1 dock with the NYC1 power adapter from Adyen.<\/p>\n<\/li>\n<li>\n<p><strong>Requirements<\/strong>: Ensure you meet the system and hardware requirements to use the dock. The dock is supported from a specific <a href=\"\/pt\/point-of-sale\/mobile-ios\/requirements#dock-requirements\">SDK version and card reader firmware version<\/a>. <\/p>\n<\/li>\n<li>\n<p><strong>Connecting to the dock<\/strong>: Your POS app needs to show if the card reader is placed in the dock and if the mobile device is connected to the card reader through Bluetooth or USB. The Mobile SDK provides  <a href=\"\/pt\/point-of-sale\/mobile-ios\/understand\/#connecting-usb-dock\">built-in screens<\/a> for that. For instructions, see <a href=\"\/pt\/point-of-sale\/mobile-ios\/build\/card-reader?tab=use_the_built-in_ui_0_1\">Use the built-in UI<\/a>. <\/p>\n<p>If you do not use the built-in UI, you must implement this functionality into your own custom UI. For instructions, see <a href=\"\/pt\/point-of-sale\/mobile-ios\/build\/card-reader?tab=build_a_custom_ui_1_2#connecting-usb-dock\">Build a custom UI - Connecting to the dock<\/a>. <\/p>\n<\/li>\n<li>\n<p><strong>Dock firmware<\/strong>: To keep the dock secure, you must check for new dock firmware updates regularly, and update your docks to the latest version. The Mobile SDK provides  <a href=\"\/pt\/point-of-sale\/mobile-ios\/understand\/#updating-usb-dock\">built-in screens<\/a>  to alert the user to firmware updates and to start the update. For instructions, see <a href=\"\/pt\/point-of-sale\/mobile-ios\/build\/card-reader?tab=use_the_built-in_ui_0_1\">Use the built-in UI<\/a>. <\/p>\n<p>If you do not use the built-in UI, you must implement this functionality into your own custom UI. For instructions, see <a href=\"\/pt\/point-of-sale\/mobile-ios\/build\/card-reader?tab=build_a_custom_ui_1_2\">Build a custom UI - Updating the dock firmware<\/a>.  <\/p>\n<\/li>\n<li>\n<p><strong>USB permissions<\/strong>: You must add a key for the dock to the <code>Info.plist<\/code> of your POS app. And if you are going to submit your app to the App Store, you must send us specific details about your app so that we can provide you with an MFi PPID. For instructions, see <a href=\"\/pt\/point-of-sale\/mobile-ios\/build\/card-reader\/#usb-permissions\">Manage USB permissions<\/a>. <\/p>\n<\/li>\n<li>\n<p><strong>End user instructions<\/strong>: We provide a guide with an overview of <a href=\"\/pt\/point-of-sale\/user-manuals\/nyc1-with-dock\">how to use the NYC1 card reader in combination with the NYC1 dock<\/a>. You can utilize this, for example, to instruct your store staff.<\/p>\n<\/li>\n<\/ol>\n<h2>See also<\/h2>\n<div class=\"see-also-links output-inline\" id=\"see-also\">\n<ul><li><a href=\"\/point-of-sale\/mobile-ios\/build\"\n                        target=\"_self\"\n                        >\n                    Build your iOS mobile solution\n                <\/a><\/li><li><a href=\"\/point-of-sale\/mobile-ios\/manage\"\n                        target=\"_self\"\n                        >\n                    Keeping the SDK and card reader up to date\n                <\/a><\/li><\/ul><\/div>\n","url":"https:\/\/docs.adyen.com\/pt\/point-of-sale\/mobile-ios\/checklists","articleFields":{"description":"Get ready for testing your iOS Mobile solution and going live.","parameters":{"generic_sdk_name":"Mobile SDK","specific_sdk_name":"iOS Mobile SDK","platform":"iOS"},"type":"page","feedback_component":true,"filters_component":false,"page_id":"7b9adfa5-c100-4a87-a117-d0ab66f49783","decision_tree":"[]"},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/point-of-sale\/mobile-ios\/checklists","title":"Get-started and go-live checklists","content":"This page gives an overview of what needs to be done to be able to build and test a Mobile solution, and to be able to go live with a Mobile solution. There is also an overview of steps to take if you want to add docks to your card reader integration.\n\nOur Mobile solutions are not a replacement for our traditional terminals. We are actively working towards use case and feature parity. Geographical availability may differ per solution.\n\nGet-started checklist\n\n\nChoose your iOS Mobile solution: Tap to Pay on iPhone or Card reader, or both.\nTake into account the countries\/regions, payment methods, and features that we support, as well as the hardware and software requirements for iOS.\n\n\nIf you are new to Adyen, see Get started with Adyen and set up your Adyen test account.\nFor details, see Set up your account for in-person payments, and if applicable, see \"Account structure and resources\" for platforms or for marketplaces.\n\n\nAsk our Support Team to configure your Adyen test account for using the iOS Mobile SDK.\n\n\nIn your test Customer Area:\n\nOrder a test card, if you do not already have one.\n\nIf you decided for the card reader solution, order a test NYC1 card reader.\n\n\n\n\n\nEnsure that you have a supported iOS mobile device that you can use for testing.\n\n\nEnsure that you have an iOS mobile POS app that is integrated with Terminal API.\n\n\nBe aware that you need to manage additional dependencies related to expiry of the Mobile SDK and changes in the minimum required iOS version.\n\n\nBuild your solution.\n\nIf you are building an SDK integration, we recommend calling the warm-up function to ensure that the SDK is ready to take transactions. See Tap to Pay on iPhone or Card reader on iOS.\n\n\n\nTest your solution.\n\n\nGo-live checklist\n\n\nIf you are new to Adyen, apply for a live account.\n\n\nEnsure to apply for an Apple LIVE entitlement for your Tap to Pay mobile solution in good time. The approval process can take up to several weeks.\n\n\nGet in touch with your Adyen contact to sign the contract addendum that specifies the terms and conditions for the use of Adyen Mobile solutions, and to set up pricing.\n\n\nIf you use our card reader solution, inform Adyen about your rollout plan and the forecasted number of card readers and (if applicable) docks that you will need.\n\n\nAsk our Support Team to configure your live account for using the iOS Mobile SDK.\n\n\nEnsure you know when the SDK, the iOS, and the card reader firmware (if applicable) must be updated:\n\nEach SDK version expires after six months, and it is possible that the minimum required iOS version changes over time.\n\n\nEnsure your organization has a process to distribute the software and to keep the software up to date. See Manage your iOS Mobile solution.\nIn your Customer Area, subscribe to system messages to receive email alerts about mandatory updates like changes in the minimum required iOS version, and SDK and card reader releases.\nKeep up-to-date with changes in our Release notes.\nImplement the diagnosis request so that you can check each device for the expiry date of the installed SDK.\nIf you are using our card reader solution, implement the relevant Device Manager function to alert users to available firmware updates.\n\n\n\nEnsure that all your mobile devices are compliant with the hardware and software requirements and can be easily upgraded.\n\n\nWhen going live with your Tap to Pay on iPhone or card reader solution, update your API credentials and code:\n\nIn your live Customer Area, generate a live API credential with basic authentication and the Allow SDK download for POS developers role.\nUpdate your code to pull in the live version of the SDK.\nIn your live Customer Area, generate a live API credential with an API key and the Checkout webservice role.\n\nUpdate your code to use the live API key and the live endpoint for establishing a communication session.\n\n\n\n\n\nOptionally set a custom transaction screen text.\n\n\nFor Tap to Pay on iPhone, accept the Apple Terms of Use.\n\n\nTest the live solution by doing penny tests.\n\n\nEnsure your personnel knows how to initiate transactions on the mobile device, how to handle error messages, and if applicable how to use the NYC1 card reader.\n\n\nChecklist to add a dock\nIf you decided to use the NYC1 card reader in your Mobile solution, you can add the NYC1 dock. The dock provides a way to:\n\nCharge the card reader.\nCharge the mobile device, if that is connected to the dock with a USB-C cable.\nOptionally establish a USB connection instead of a Bluetooth connection between your mobile device and the card reader.\nCreate a countertop arrangement.\n\nTo add docks to your solution, take into account the following:\n\n\nOrders: In your Customer Area, order both the NYC1 dock and a 12V\/1.5A Power Delivery (PD) power adapter for the dock. The power adapter is not supplied with the dock because the adapter is region-specific. You can only use the NYC1 dock with the NYC1 power adapter from Adyen.\n\n\nRequirements: Ensure you meet the system and hardware requirements to use the dock. The dock is supported from a specific SDK version and card reader firmware version. \n\n\nConnecting to the dock: Your POS app needs to show if the card reader is placed in the dock and if the mobile device is connected to the card reader through Bluetooth or USB. The Mobile SDK provides  built-in screens for that. For instructions, see Use the built-in UI. \nIf you do not use the built-in UI, you must implement this functionality into your own custom UI. For instructions, see Build a custom UI - Connecting to the dock. \n\n\nDock firmware: To keep the dock secure, you must check for new dock firmware updates regularly, and update your docks to the latest version. The Mobile SDK provides  built-in screens  to alert the user to firmware updates and to start the update. For instructions, see Use the built-in UI. \nIf you do not use the built-in UI, you must implement this functionality into your own custom UI. For instructions, see Build a custom UI - Updating the dock firmware.  \n\n\nUSB permissions: You must add a key for the dock to the Info.plist of your POS app. And if you are going to submit your app to the App Store, you must send us specific details about your app so that we can provide you with an MFi PPID. For instructions, see Manage USB permissions. \n\n\nEnd user instructions: We provide a guide with an overview of how to use the NYC1 card reader in combination with the NYC1 dock. You can utilize this, for example, to instruct your store staff.\n\n\nSee also\n\n\n                    Build your iOS mobile solution\n                \n                    Keeping the SDK and card reader up to date\n                \n","type":"page","locale":"pt","boost":17,"hierarchy":{"lvl0":"Home","lvl1":"Terminais","lvl2":"iOS Mobile solutions","lvl3":"Get-started and go-live checklists"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/point-of-sale","lvl2":"https:\/\/docs.adyen.com\/pt\/point-of-sale\/mobile-ios","lvl3":"\/pt\/point-of-sale\/mobile-ios\/checklists"},"levels":4,"category":"In-person payments","category_color":"green","tags":["Get-started","go-live","checklists"]}}
