{"title":"Manually schedule terminal software updates","category":"default","creationDate":1748438460,"content":"<p>If your terminals are on the <a href=\"\/pt\/point-of-sale\/release-updating\/#manual-updating\">manual update strategy<\/a>, 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.<\/p>\n<h2>Requirements<\/h2>\n<p>Before you begin, take into account the following requirements, limitations, and preparations.<\/p>\n<table>\n<thead>\n<tr>\n<th style=\"text-align: left;\">Requirement<\/th>\n<th style=\"text-align: left;\">Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"text-align: left;\"><strong><a href=\"\/pt\/account\/user-roles\">Customer Area roles<\/a><\/strong><\/td>\n<td style=\"text-align: left;\">To view previously scheduled software updates, you need to have one of the following user <a href=\"\/pt\/account\/user-roles\/\">roles<\/a>: <br\/> <ul><li markdown=\"1\"><strong>Merchant POS Terminal Management<\/strong> <\/ul><\/li> <ul><li markdown=\"1\"><strong>Merchant POS Terminal Support<\/strong> <\/ul><\/li> <ul><li markdown=\"1\"><strong>Merchant POS Terminal View<\/strong> <\/ul><\/li> <br\/> To schedule new software updates, you need to have the following user <a href=\"\/pt\/account\/user-roles\/\">role<\/a>: <ul><li markdown=\"1\"><strong>Merchant POS Terminal Management Admin<\/strong> <\/ul><\/li>.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong>Limitations<\/strong><\/td>\n<td style=\"text-align: left;\">You can only manually schedule updates to <a href=\"\/pt\/point-of-sale\/release-updating#lts\">Long Term Support (LTS)<\/a> software versions.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong>Setup steps<\/strong><\/td>\n<td style=\"text-align: left;\">Before you begin, read the <a href=\"\/pt\/point-of-sale\/firmware-release-notes\">software release notes<\/a> to learn about the details of each software version.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>How it works<\/h2>\n<p>To create a manual software update plan in your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>:<\/p>\n<ol>\n<li>You select the terminal range and the terminal models that you want to update.<\/li>\n<li>You select the software version you want to upgrade those terminals to.<\/li>\n<li>Optionally, you test the software in a pilot run on selected terminals.<\/li>\n<li>You create batches manually, or choose to let us optimize the batch sizes.<\/li>\n<li>You select when you want the update to happen and submit the request.<\/li>\n<li>We review the update request.<\/li>\n<li>You receive and implement suggestions for changes from us if needed.<\/li>\n<li>Your terminals update to the selected software version on the day that you have selected.<\/li>\n<\/ol>\n<h2>1. Select the software version<\/h2>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, go to <strong>In-person payments<\/strong> &gt; <strong>Terminal Software<\/strong>, and select <strong>Schedule update<\/strong>.<\/li>\n<li>Select the terminal range that you want to update to a new software version.\n<div class=\"notices green\">\n<p>All of your terminal ranges are selected by default.<\/p>\n<\/div><\/li>\n<li>Under <strong>Software version<\/strong>, select the <a href=\"\/pt\/point-of-sale\/release-updating#lts\">Long Term Support (LTS)<\/a> software version to which you want to update.\n<div class=\"notices yellow\">\n<p>We recommend to always update your terminals to the latest <a href=\"\/pt\/point-of-sale\/release-updating#lts\">Long Term Support (LTS)<\/a> software version.<\/p>\n<\/div><\/li>\n<li>Under <strong>Models<\/strong>, select the terminal models you want to update.<\/li>\n<li>Select <strong>Continue<\/strong>.<\/li>\n<\/ol>\n<h2>2. Select the update strategy<\/h2>\n<p>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.<\/p>\n<ol>\n<li>Optionally, to test new software on up to 20 terminals before a full terminal fleet update, go to <strong>Pilot new software<\/strong> and select <strong>Try new software on a selection of terminals<\/strong>. You can schedule the pilot for the same day and for the optimized batches and manually selected batches options.<\/li>\n<li>Under <strong>Update your fleet<\/strong>, select one of the following two update strategies:\n<ul>\n<li><strong>Update in optimized batches<\/strong>: we create three batches for you that are based on criteria such as the terminal activity, model, or country\/region.\n<ul>\n<li>Batch 1: updates up to 10 percent of your fleet.<\/li>\n<li>Batch 2: updates up to 30 percent of your fleet.<\/li>\n<li>Batch 3: updates the remaining portion of the fleet.<\/li>\n<\/ul><\/li>\n<li><strong>Update in manually selected batches<\/strong>: you create the batches for your fleet's software update yourself.<\/li>\n<\/ul><\/li>\n<li>Select <strong>Continue<\/strong>.<\/li>\n<\/ol>\n<h2>3. Select batches<\/h2>\n<p>If you selected <strong>Update in optimized batches<\/strong> in the previous step:<\/p>\n<ol>\n<li>To review the batches we created, select <strong>Download CSV<\/strong>.<\/li>\n<li>Select <strong>Continue<\/strong>.<\/li>\n<\/ol>\n<p>If you selected <strong>Update in manually selected batches<\/strong> in the previous step, do the following for each batch that you want to create:<\/p>\n<ol>\n<li>Select <strong>+ Add batch<\/strong>.<\/li>\n<li>Use one of the following methods to select the terminals that you want to add to the batch:\n<ul>\n<li>Filter selection: Select the terminals that you want to add to the batch.<\/li>\n<li>List upload: Add a list of up to 1,000 terminal IDs, separated by commas, to the search bar. At the bottom, select <strong>Select all the terminals that match this search<\/strong>.<\/li>\n<\/ul><\/li>\n<li>Select <strong>Add to batch<\/strong>.<\/li>\n<li>To review the batches, select <strong>Download CSV<\/strong>.<\/li>\n<li>Select <strong>Continue<\/strong>.<\/li>\n<\/ol>\n<h2>4. Select the date<\/h2>\n<p>Under <strong>Date and review<\/strong> you can select the date of the software update for each of your batches.<\/p>\n<p>When deciding the schedule for the batch update:<\/p>\n<ul>\n<li>We recommend to plan at least seven days between batches to have enough time to monitor each batch update.<\/li>\n<li>Keep in mind that we need two business days to approve batch schedule requests.<\/li>\n<li>Be aware that updates happen at the <a href=\"\/pt\/point-of-sale\/managing-terminals\/maintain-performance\/#rebooting-at-the-restart-hour\">restart hour<\/a>, which is 6.00 am by default.<\/li>\n<\/ul>\n<ol>\n<li>For every batch, select the date when you want the update to happen.<\/li>\n<li>Select <strong>Submit<\/strong>.<\/li>\n<\/ol>\n<h2>Change the default software version<\/h2>\n<p>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.<\/p>\n<p>Changing the default software version is useful when:<\/p>\n<ul>\n<li>You order new terminals.<\/li>\n<li>You want to use specific software versions depending on the terminal model.<\/li>\n<li>You regularly reassign terminals between stores or merchant accounts.<\/li>\n<\/ul>\n<p>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.<\/p>\n<p>To change the default software version:<\/p>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, go to <strong>In-person payments<\/strong> &gt; <strong>Terminal Software<\/strong>.<\/li>\n<li>In the <strong>Default versions<\/strong> tab, find the terminal model that you want to change the default software version for and select <strong>Change default versions<\/strong>.<\/li>\n<li>From the drop-down menu, select the new default software version and select <strong>Change default versions<\/strong>.<\/li>\n<\/ol>\n<h2>Monitor the status of your update plan<\/h2>\n<p>After you have scheduled the software update, you can monitor the status of your terminal software plans and make changes if necessary.<\/p>\n<p>To learn about the validation status of the software update plan:<\/p>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, go to <strong>In-person payments<\/strong> &gt; <strong>Terminal Software<\/strong>, select <strong>Updates<\/strong>.<\/li>\n<li>Find the batch in the table under <strong>Deployment &amp; batch<\/strong>.<\/li>\n<li>In the <strong>Validation<\/strong> column for each terminal, see its current validation status:\n<ul>\n<li><strong>To be reviewed:<\/strong> The update plan is submitted and awaiting review.<\/li>\n<li><strong>Approved:<\/strong> The update plan successfully validated.<\/li>\n<li><strong>Cancelled:<\/strong> The update plan has not been succeeded.<\/li>\n<li><strong>Rejected:<\/strong> The update plan has been reviewed and rejected.<\/li>\n<\/ul><\/li>\n<li>To understand the reason for the <strong>Rejected<\/strong> status, hover your cursor over the <strong>Rejected<\/strong> tag.<\/li>\n<\/ol>\n<p>To view the update status of individual terminals within a batch:<\/p>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, go to <strong>In-person payments<\/strong> &gt; <strong>Terminal Software<\/strong>, select <strong>Updates<\/strong>.<\/li>\n<li>Find the batch in the table under the <strong>Deployment &amp; batch<\/strong>.<\/li>\n<li>Select the <strong>number<\/strong> in the <strong>Total<\/strong> column for that batch to open a list of all terminals within that batch.<\/li>\n<li>In the <strong>Status<\/strong> column for each terminal, see its current update status:\n<ul>\n<li><strong>Successful:<\/strong> The update completed.<\/li>\n<li><strong>Pending:<\/strong> The update is scheduled but has not yet started on this terminal, most likely because the terminal is either offline or switched off.<\/li>\n<li><strong>Failed:<\/strong> The update cannot been completed on this terminal.<\/li>\n<li><strong>Cancelled:<\/strong> The update has not been succeeded.<\/li>\n<\/ul><\/li>\n<\/ol>\n<h2>Update your plan<\/h2>\n<p>To update your terminal software plan, including options to cancel or reschedule batch updates and change the default software version:<\/p>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, go to <strong>In-person payments<\/strong> &gt; <strong>Terminal Software<\/strong>, select <strong>Updates<\/strong>.<\/li>\n<li>\n<p>Find the relevant batch to update your plan, then:<\/p>\n<ul>\n<li>To cancel an update, select the option icon <i class=\"adl-icon-options\"><\/i>, then select <strong>Cancel update<\/strong>.<\/li>\n<li>To cancel pending updates in your batch, select the number in the <strong>Pending<\/strong> column, then select the <strong>Cancel pending updates<\/strong> button.<\/li>\n<li>To reschedule failed updates, select the number in the <strong>Failed<\/strong> column, then select <strong>Reschedule failed updates<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h2 id=\"see-also\">See also<\/h2>\n<div class=\"see-also-links output-inline\" id=\"see-also\">\n<ul><li><a href=\"\/point-of-sale\/managing-terminals\/assign-terminals\"\n                        target=\"_self\"\n                        >\n                    Assign terminals in the Customer Area\n                <\/a><\/li><li><a href=\"\/point-of-sale\/automating-terminal-management\/assign-terminals-api\"\n                        target=\"_self\"\n                        >\n                    Assign terminals using API requests\n                <\/a><\/li><li><a href=\"\/point-of-sale\/pos-troubleshooting\"\n                        target=\"_self\"\n                        >\n                    Troubleshooting terminals\n                <\/a><\/li><\/ul><\/div>\n","url":"https:\/\/docs.adyen.com\/pt\/point-of-sale\/release-updating\/manual-deployment","articleFields":{"description":"Schedule terminal software updates from your Customer Area.","process":{"markdown":true,"twig":true},"feedback_component":true,"filters_component":false,"decision_tree":"[]","page_id":"ee96da7d-5a25-450b-9b1e-89f01c7e59d5","last_edit_on":"28-05-2025 15:21"},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/point-of-sale\/release-updating\/manual-deployment","title":"Manually schedule terminal software updates","content":"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.\nRequirements\nBefore you begin, take into account the following requirements, limitations, and preparations.\n\n\n\nRequirement\nDescription\n\n\n\n\nCustomer Area roles\nTo 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 .\n\n\nLimitations\nYou can only manually schedule updates to Long Term Support (LTS) software versions.\n\n\nSetup steps\nBefore you begin, read the software release notes to learn about the details of each software version.\n\n\n\nHow it works\nTo create a manual software update plan in your Customer Area:\n\nYou select the terminal range and the terminal models that you want to update.\nYou select the software version you want to upgrade those terminals to.\nOptionally, you test the software in a pilot run on selected terminals.\nYou create batches manually, or choose to let us optimize the batch sizes.\nYou select when you want the update to happen and submit the request.\nWe review the update request.\nYou receive and implement suggestions for changes from us if needed.\nYour terminals update to the selected software version on the day that you have selected.\n\n1. Select the software version\n\nIn your Customer Area, go to In-person payments &gt; Terminal Software, and select Schedule update.\nSelect the terminal range that you want to update to a new software version.\n\nAll of your terminal ranges are selected by default.\n\nUnder Software version, select the Long Term Support (LTS) software version to which you want to update.\n\nWe recommend to always update your terminals to the latest Long Term Support (LTS) software version.\n\nUnder Models, select the terminal models you want to update.\nSelect Continue.\n\n2. Select the update strategy\nAfter 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.\n\nOptionally, 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.\nUnder Update your fleet, select one of the following two update strategies:\n\nUpdate in optimized batches: we create three batches for you that are based on criteria such as the terminal activity, model, or country\/region.\n\nBatch 1: updates up to 10 percent of your fleet.\nBatch 2: updates up to 30 percent of your fleet.\nBatch 3: updates the remaining portion of the fleet.\n\nUpdate in manually selected batches: you create the batches for your fleet's software update yourself.\n\nSelect Continue.\n\n3. Select batches\nIf you selected Update in optimized batches in the previous step:\n\nTo review the batches we created, select Download CSV.\nSelect Continue.\n\nIf you selected Update in manually selected batches in the previous step, do the following for each batch that you want to create:\n\nSelect + Add batch.\nUse one of the following methods to select the terminals that you want to add to the batch:\n\nFilter selection: Select the terminals that you want to add to the batch.\nList 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.\n\nSelect Add to batch.\nTo review the batches, select Download CSV.\nSelect Continue.\n\n4. Select the date\nUnder Date and review you can select the date of the software update for each of your batches.\nWhen deciding the schedule for the batch update:\n\nWe recommend to plan at least seven days between batches to have enough time to monitor each batch update.\nKeep in mind that we need two business days to approve batch schedule requests.\nBe aware that updates happen at the restart hour, which is 6.00 am by default.\n\n\nFor every batch, select the date when you want the update to happen.\nSelect Submit.\n\nChange the default software version\nYou 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.\nChanging the default software version is useful when:\n\nYou order new terminals.\nYou want to use specific software versions depending on the terminal model.\nYou regularly reassign terminals between stores or merchant accounts.\n\nChanging 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.\nTo change the default software version:\n\nIn your Customer Area, go to In-person payments &gt; Terminal Software.\nIn the Default versions tab, find the terminal model that you want to change the default software version for and select Change default versions.\nFrom the drop-down menu, select the new default software version and select Change default versions.\n\nMonitor the status of your update plan\nAfter you have scheduled the software update, you can monitor the status of your terminal software plans and make changes if necessary.\nTo learn about the validation status of the software update plan:\n\nIn your Customer Area, go to In-person payments &gt; Terminal Software, select Updates.\nFind the batch in the table under Deployment &amp; batch.\nIn the Validation column for each terminal, see its current validation status:\n\nTo be reviewed: The update plan is submitted and awaiting review.\nApproved: The update plan successfully validated.\nCancelled: The update plan has not been succeeded.\nRejected: The update plan has been reviewed and rejected.\n\nTo understand the reason for the Rejected status, hover your cursor over the Rejected tag.\n\nTo view the update status of individual terminals within a batch:\n\nIn your Customer Area, go to In-person payments &gt; Terminal Software, select Updates.\nFind the batch in the table under the Deployment &amp; batch.\nSelect the number in the Total column for that batch to open a list of all terminals within that batch.\nIn the Status column for each terminal, see its current update status:\n\nSuccessful: The update completed.\nPending: The update is scheduled but has not yet started on this terminal, most likely because the terminal is either offline or switched off.\nFailed: The update cannot been completed on this terminal.\nCancelled: The update has not been succeeded.\n\n\nUpdate your plan\nTo update your terminal software plan, including options to cancel or reschedule batch updates and change the default software version:\n\nIn your Customer Area, go to In-person payments &gt; Terminal Software, select Updates.\n\nFind the relevant batch to update your plan, then:\n\nTo cancel an update, select the option icon , then select Cancel update.\nTo cancel pending updates in your batch, select the number in the Pending column, then select the Cancel pending updates button.\nTo reschedule failed updates, select the number in the Failed column, then select Reschedule failed updates.\n\n\n\nSee also\n\n\n                    Assign terminals in the Customer Area\n                \n                    Assign terminals using API requests\n                \n                    Troubleshooting terminals\n                \n","type":"page","locale":"pt","boost":17,"hierarchy":{"lvl0":"Home","lvl1":"Terminais","lvl2":"Atualizando para uma nova release","lvl3":"Manually schedule terminal software updates"},"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\/release-updating","lvl3":"\/pt\/point-of-sale\/release-updating\/manual-deployment"},"levels":4,"category":"In-person payments","category_color":"green","tags":["Manually","schedule","terminal","software","updates"]}}
