Sapphire/Topaz VASC Instructor Guide Module 5: Ethernet Basics & VFI Cisco Router Configuration Client Services, Training 300 S. Park Place Blvd. Suite 100 727.953.4000 – Main Reception 727.953.4270 – Training Administration 408.232.7244 - Fax i_trngregistration@smokestack.verifone.com Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration Published: June 20, 2009 VeriFone, Inc. Integrated Systems 300 South Park Place Blvd., Suite 100 Clearwater, FL 33759 Office: (727) 953-4000 Fax: (727) 953-4001 Printed in the United States of America © 2009 VeriFone, Inc. All rights reserved. No part of this publication may be copied, distributed, stored in a retrieval system, translated into any human or computer language, or transmitted in any form or by any means, without the prior written consent of VeriFone, Inc. The content of this document is subject to change without notice. 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Published: 06/20/09 VeriFone Confidential Page: 2 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration Document Revision History Revision Revision Version Date Author Description 1.0 1.1 1.2 05/01/07 05/04/07 5/15/08 Cindy_B1 Marcus_S1 Tony_P4 1.3 06/20/2009 Tony_P4 Original Documentation Added VFI/Cisco specifics Reconfigured information and renamed to Ethernet and routing basics Minor updates including clarification on terms and correction to ‘when a router is required’, added note about ‘off the shelf’ router support/configuration Date of Printing: June 20, 2009 Published: 06/20/09 VeriFone Confidential Page: 3 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration Subject: Ethernet Basics & VFI Cisco Router Configuration Skill Level: 3 – Expert Time Involved: 1 hour Objective(s) Successfully configure a VFI/Cisco router to establish connectivity with Sapphire. This includes: Demonstrate the ability to configure the VFI/Cisco router per VeriFone specifications. Ability to determine the current IP address assigned on a terminal or device. Demonstrate how to release an IP address and use for troubleshooting network problems. Demonstrate how to renew an IP address and use for troubleshooting network problems. Ability to set up both Static and Dynamic addressing in the VFI/Cisco router. Demonstrate how to test an IP address to ensure connectivity has been attained. Documentation Needed Instructor Guide – Module 4: Router Basics & VeriFone Router Configuration VASC Service Manual, Software Utilities o VeriFone Routing Requirements o VFI/Cisco Router Configuration Utility Guide Student Handouts: o VeriFone Routing Requirements o Verifying Ruby/HPV-20 Connectivity Software Needed Cisco Router Configuration Utility Equipment Needed Pencils, pens, highlighters, and post-its for students. Sapphire system – 1 for each student, includes o HPV-20 – 1 for each student o Sapphire – 1 for each student Student Activities Supply Box – 1 for each student o 3 patch CAT-5 Ethernet cables o VFI/Cisco Router – 1 for each student Laptops with Windows 2000 or newer and Internet Explorer 6.0 or higher Published: 06/20/09 VeriFone Confidential Page: 4 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration Instructor Notes The Topaz Pre-Course Certification and the Day One Homework Assignment should have sufficiently prepared students for router configurations. Prior to instructing this module discuss the Homework Assignment to ensure students have a basic understanding of what a router is used for and basic networking terminology. In this module general router information and terminology will be discussed. At the end of this module, the students will configure a VFI/Cisco router. In the next module we will continue with router configurations discussing how to correctly configure and install a nonVFI/Cisco router. Defer any such questions concerning configurations on other routers until that time. Also, a later module will be discussed concerning interfacing a VFI/Cisco router to an existing site router. Again, defer any such questions concerning those configuration procedures until that time. Terminology The Sapphire will use FTP, HTTP, and Telnet protocol’s to send and get data; this is accomplished through the router. Review the following terms before proceeding with the router configuration procedures. A good choice is to use the PC projector and bring up the terms on WEBOPEDIA.COM. Pay special attention to IPCONFIG, IPCONFIG /RENEW, IPCONFIG /RELEASE, and PING: FTP: Definition: File Transfer Protocol, usually referred to as FTP. This protocol is commonly used to transfer web page files from their creator to the computer that acts as their server for everyone on the Internet. Example: If you were a Webmaster and created a web page you would use FTP to transfer your web page to the server. The server is hosting (holding or storing) the information. FTP is commonly used to download programs and files to your computer from other servers. HTTP: Definition: HTTP is Hypertext Transfer Protocol. In order for Internet Explorer (or other browser) to transfer and display a web page on your computer it is sent using the Hypertext Transfer Protocol (HTTP). Example: Basically the job of the Hypertext Transfer Protocol is to send web pages to your computer from the host or server where the web page resides. NOTE: A key difference between HTTP and FTP is that FTP is giving a TRUE copy of the file when you download/upload, whereas HTTP is a protocol that has to do with viewing the file. Further, FTP works both ways, to download and upload information, HTTP in contrast is a one way system that only transfers contents from a server to a web browser (for viewing). It is important that students are able to distinguish the difference between these terms. Telnet: Definition: Telnet is the way to access someone else's computer, assuming they have given you permission. More technically, Telnet is a user command for accessing remote computers. On the Web, HTTP and FTP protocols allow you to request specific files from remote computers, but not to actually be logged on as a Published: 06/20/09 VeriFone Confidential Page: 5 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration user of that computer. With Telnet, you log on as a regular user with whatever privileges you may have been granted to the specific application and data on that computer. Example: The old VeriFone BBS system used telnet connectivity. A VASC was allowed to access certain files, download specific information, and even communicate with other users while not actually logged on to the BBS server. SSL: Definition: Secure Socket Layer or SSL. The SSL security protocol provides data encryption, server authentication, message integrity, and optional client authentication for a TCP/IP connection. Because SSL is built into all major browsers and web servers, simply installing a digital certificate turns on their SSL capabilities. Example: If you have made a credit card purchase on the internet, you have (hopefully) used SSL. Two indicators that SSL protocol is in use are a padlock icon appearing in the bottom left of your browser window and the http:// in the address line becomes https. VNC: Definition: Virtual Network Computing or VNC. A remote display system. VNC allows you to view a computing 'desktop' environment not only on the machine where it is running, but from anywhere on the Internet and from a wide variety of machine architectures. Example: If you have used an application like PC Anywhere to access your home PC from the office, you have used VNC. DNS Definition: Domain Name Server. Allows the user to type in a mane that represents the IP address desired. The DNS recognizes the name and directs the user request to the correct IP address. Example: A user opens Internet Explorer and enters http://yahoo.com on the address line. DNS will translate the request into the IP address for yahoo and take you to the yahoo homepage. Static and Dynamic IP Addresses: Static Addressing: Definition: When networking was first developed TCP/IP addresses were assigned a specific location on the system. The IP address was considered “static”. Example: If the employee moved to a different location within the building the Network Administrator would have to manually change the location on the network. Now if you only have 5 or 6 people on a network it’s probably not a big deal. However, as networks become bigger and bigger it took a great deal of effort for a Network Administrator to keep track of all the IP Addresses, placements on the network, where people were moving from and to, etc. This type of addressing became a logistic nightmare for large networks. Published: 06/20/09 VeriFone Confidential Page: 6 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration DHCP Addressing: Definition: A new type of system was developed, the Dynamic Host Configuration Protocol, or DHCP. With this type of protocol the Network Administrator no longer assigns an EXACT address or location for each terminal on the network. The IP Addresses became “dynamic”. With DHCP the Network Administrator assigns a block of IP address numbers on the network. When a terminal logs on to the network, the DHCP finds an available or open location (from the block of numbers) and automatically assigns the terminal a location. IPConfig: Definition: This DOS command is commonly used to determine to what IP address a terminal (in class use, the laptop) is currently assigned. Example: At the DOS prompt, typing ipconfig will return a display similar to: Ethernet Adapter: IP Address……………….192.168.3.1 Subnet Mask……………..255.255.255.248 Default Gateway…………192.168.33.11 The Default Gateway address is the address to be concerned with when configuring the router. ipconfig /release: Definition: DOS Command used to release or instruct the terminal (in class use, the laptop) to stop looking to the current IP address. When you release the IP address you are basically letting the network know you no longer need to be assigned to the current address ipconfig /renew: Definition: DOS Command normally used after you have released an IP address. After releasing the IP address the command IPCONFIG /RENEW will initiate or instruct the terminal to search for a “fresh” IP address. PING Definition: DOS command used for troubleshooting Ethernet connectivity. Ping sends out a packet to a specified device and waits for returned data. Ping will verify connectivity, NOT communications. Firewall Definition: The security features initiated by the router setup preventing unauthorized users from hacking into the LAN. Router Basics Review the reasons for the need of a hub, switch or router and advantages of Internet connectivity. Reference the homework from the previous night. At this time introduce 2 terms: LAN and WAN. Explain that LAN is Local Area Network and in our situation refers to the local in-store network which will consist of the Sapphire, HPV-20 and Topaz(s) and may also include the Back Office PC and other devices such as the in-store security cameras, TLS, etc. Stay Published: 06/20/09 VeriFone Confidential Page: 7 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration very clear on LAN vs. WAN. Example, VeriFone has 50 offices, each is on a LAN, a WAN connection then links all LAN connections together and gives them access outside of the building. Explain that the WAN is a Wide Area Network (internet) and will connect the site to an outside resource, such as a corporate or home office. Instruct students to find the Cisco router. Point out the 4 LAN and 1 WAN ports on the router. Explain the Sapphire and HPV-20 will connect to the LAN ports and the remaining ports may be used for other devices such as BO PC, VASC laptop, etc. If more than 4 devices need router connectivity, the site may use a hub or switch. Because of its functionality a switch would be preferred over a hub (refer to the homework information if needed). Stress the circumstances when a router would be required at a site: If a site requires more than 2 Ethernet connections (Sapphire and HPV-20 are required) If a site desires to have remote communications into the Sapphire. If the Back Office PC does not have a static IP address, a router with DHCP enabled must be used. If a tech desires to “patch in” to the LAN for troubleshooting, configuration changes, etc. a router with DHCP enabled should be used. If the site has or will have internet connectivity and does not have an existing router, the site must purchase a router (VFI/Cisco recommended) to connect to the Internet Provider Service’s modem through the WAN port of the router. If the site has an existing router, the Sapphire and HPV-20 will connect to our router and our router will connect via their router to the WAN. Specifics on this configuration will be addressed later in the course in an Advanced Router Configuration module. Remote Connectivity One of the features of the Sapphire is remote access to a user interface known as the Sapphire Management Suite. The SMS uses Internet Explorer (v6.0 or higher) to display, add, change, update, and delete information. Explain the SMS will be discussed in detail later in the training session. Discuss the importance of this feature using the following example: ABC Oil Company owns 10 C-Stores, they want all their sites to have the same PLU’s, same menu’s, keyboard configuration, etc. The manager of the Marketing Department will be running a special promotion this next week. The special is on Snickers candy bars – 3 for $1. He wants to program this using the Combo File and also set up a Soft Key. With the SMS the Marketing Manager can access the Sapphire remotely and configure or upload the Combo File and the Soft Key File. He can then send a message to each site manager to let him or her know the soft key has now been changed. This will be further Published: 06/20/09 VeriFone Confidential Page: 8 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration discussed in later modules, the information about remote connectivity in this module is only for general information. Points to Stress for Remote Connections: The site MUST have an internet connection (Ethernet Based) o Cable, DSL, VSAT, ISDN etc… If the site has a Back Office PC and using GemCom32 to transfer data, BOTH an RS232 and Ethernet connection from the back office PC is required and must be present and active at all times. When remote connections are being setup, they must be configured based on PCIDSS guidelines, available in the PA-DSS Implementation Guide in the VASC Service Manual. Configuring the VFI/Cisco Router Instruct students to introduce power to the Cisco router. Instruct students connect their laptop to one of the LAN ports on the router and open a DOS window. Discuss the IPCONFIG, Release, and Renew commands. Have them observe the Default Gateway address at each step. DOS Command: IPCONFIG Used to determine the current Internet Protocol Configuration settings for the PC. Go to your DOS prompt or command prompt and type: IPCONFIG Press the <Enter> key. After pressing the <Enter> key, the screen will display several lines of information. The first line indicates the windows version you are running. Next you have a section indicating Ethernet adapter Local Area Connection. On the second line you will find the current IP address your computer has been assigned. (if not connected to the router the students may get a message stating no device is found.) DOS Command: ipconfig /release When you release the IP address you are basically letting the network know you no longer need to be assigned to the current address. There are other reasons for using the ipconfig /release command. They include: If the network is using a DHCP server and a terminal(s) is having trouble communicating with the network, you might try getting a new lease or renewing an existing lease on the IP address. You many need to configure a router or set up a DHCP server using a computer already assigned an IP address. When you configure the DHCP server, sometimes your computer will hold on to the previous IP address location. When this happens you will try to connect your computer to the server in order to configure it, but your computer will not be able to find it. The reason why is because your computer is still holding on to the IP address it is using when connecting to the network. If you release the address it will un-assign the current location on the network To release your current IP address, do the following: 1. Go to your DOS prompt or command prompt and type: IPCONFIG /RELEASE (there is a space between IPCONFIG and the /). Published: 06/20/09 VeriFone Confidential Page: 9 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration 2. Press the <Enter> key. DOS Command: ipconfig /renew The renew command is used after you have released an IP address. After releasing the IP address by using the DOS command IPCONFIG /RELEASE you will initiate a “fresh” IP address. When you use IPCONFIG /RENEW, the terminal will attempt to contact the DHCP server and renew the existing IP address or will obtain a new IP address. To renew an IP address, do the following: 1. Go to your DOS prompt or command prompt and type: IPCONFIG /RENEW (there is a space between IPCONFIG and the /). 2. Press the <Enter> key. Router Configuration Specifics Refer students to the VFI Routing Requirements document. Specify the correct Port Forwarding configurations and why they are important (if not properly configured, there will be no remote communications to Sapphire or remote communications will not be secure). The port forwarding and other configurations discussed are installed into the VFI/Cisco router automatically when the VFI/Cisco Router Configuration Utility is run on the VFI/Cisco router. In addition to the configurations specified, the router is also set as a DHCP server with the Dynamic IP address range of 192.168.31.200 to 192.168.31.250. VeriFone uses only 3 port forwards now based on PA-DSS compliance. These three routes are secure forwards for SSL, SSH and SSH to the HPV-20. These three forwards will allow users to access the Sapphire system remotely. VFI/Cisco Router Instruct students to download and install the VFI/Cisco Router Configuration Utility. Explain the VFI/Cisco router was at one time a “plug-n-play” set-up as the factory configuration was the VFI default configuration. There have been some major changes since the original design so every VFI/Cisco router will need to have the current configuration installed. Explain there are multiple versions of the VFI Router Configuration Utility, version 2.00.02 is the most recent of the router configuration utilities and should be used at all times. It is available on the Premier Portal and in the VASC Service Manual. Further stress the VeriFone Router may only be configured using the VeriFone Router Configuration Utility, all other access has been disabled from the factory. Walk the students through the configuration utility in the following order: Connections - Have the students make the proper connections based on the router configuration guide. Factory Reset - Do not have the students perform a Factory Reset as this can sometimes take up to 15 minutes for the router to complete the reset process; simply discuss the process. Published: 06/20/09 VeriFone Confidential Page: 10 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration Set-up Router - Have the students complete the Setup Router process discussing the differences between the Dynamic and Static configurations. Stress the VeriFone Router may ONLY be configured with the VeriFone Router Configuration Utility. Choose a custom configuration first to display the fields that will be filled for advanced routing. This will be talked about further in the Advanced Router Configuration Module. (set up as Dynamic at this time). Note: The VeriFone Router Configuration Utility v 2.00.00 has a known issue with the Cisco 851 router. When configuring the 851 router, all information will be sent to the router and it will configure correctly however you will always receive an error message indicating that the startup file was not found. This error is normal and is in the process of being corrected. Make sure the students are aware of this issue and further emphasize they need to check the Premier Portal for the most current version of the VeriFone Router Configuration Utility. Retrieve Configuration - Finally, have the students run the Retrieve Configuration command and discuss each of the information lines – what they are, what they mean, where and/or how they were obtained, etc. When running the Retrieve Configuration function point out the WAN IP address is the current Site IP address. Also make certain the students realize the utility will ping the HPV-20, Sapphire, and Topaz(s) using their static IP addresses. After configuring the VFI/Cisco router, have the students open a DOS window and again walk them through the IPCONFIG command (and release and renew if necessary). Have the students PING the Sapphire. Explain the 4 attempts and the messages received if connection is made or lost if not received. Inform the students that they may have trouble communicating with the router the next time they try to configure it (in the End of Day exercise or for the Exam). Remind them they may need to run IPCONFIG /RELEASE and /RENEW commands for their laptop to recognize the IP address. Trouble-shooting and Testing Connectivity Refer students to the Ruby/HPV-20 Communications handout and discuss how to ping each device. What if you do not obtain connectivity? First, like most troubleshooting relating to communications, cables and connections should be checked. Are the cables and connections securely connected to the ports? Are the correct ports being used? Are the cables the correct ones? Do you obtain connectivity by replacing the cable? IPCONFIG is especially useful for diagnosing network problems. If the network is using static IP addresses, you can use the IPCONFIG command to see the TCP/IP configuration as Windows sees it. The information displayed is not simply a regurgitation of what’s inserted into the TCP/IP properties sheet. Rather it is a way to tell if Windows has accepted the address that you have used. If the network is using a DHCP server, you can use IPCONFIG to see what address DHCP has assigned. For example, using the IPCONFIG command, you see an IP Published: 06/20/09 VeriFone Confidential Page: 11 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration address of 0.0.0.0, then the computer has either lost communications with the DHCP server, or the DHCP server is malfunctioning. In order to verify or test the connectivity of an IP address/terminal, the most commonly used DOS command is the PING command. When troubleshooting or when using PING, you are basically asking the system, “Can you see me?” For example, you are setting up a new network. You have set up the IP addresses for each terminal and now are ready to test the connectivity. Let’s say your IP address is 10.64.134.34. At this point go to the DOS prompt and type: PING 10.64.134.34 and press the <ENTER> key. By default, PING attempts the connectivity 4 times. Each ping waits 4,000 milliseconds (4 seconds) for each response to be returned before displaying the "Request Timed Out" message. You will receive a message indicating the number of attempts, how many were received, and how many were lost. Students may come to class with a static IP address set in their laptop. Instruct the student how to open Internet Options and change the TCP/IP settings to Dynamic. Remember to write down the static IP address so they can switch it back after completing the course. “Off The Shelf” Routers VeriFone will support to a limited extent, “off the shelf” routers. It should be explained to the students that VeriFone does walk VASC’s through configuration of “off the shelf” routers and further: VeriFone provides VASC's the ability to purchase the VeriFone Cisco 851 and formerly the VeriFone Cisco Soho 91. These routers are advantageous because VeriFone provides full support for their features and connectivity. "Off-the-shelf" routers are not supported in the same way as the VeriFone Cisco routers. This is because every 'off the shelf' router is different and the VeriFone routing requirements may not be able to be configured correctly. VeriFone's role in support of "off the shelf" routers is limited to: Advising of VeriFone Routing Requirements Explaining the cabling diagrams available in the VASC Service Manual Troubleshooting cabling and hardware placement based on VeriFone documented methods. (PA-DSS Implementation Guide) Explaining PCI-DSS compliant installations with multiple routers as per the PA-DSS Implementation guide What VeriFone cannot provide for "off the shelf" routers: Programming assistance Troubleshooting of software intricacies Published: 06/20/09 VeriFone Confidential Page: 12 Sapphire/Topaz VASC Instructor Guide Module 5 Router Basics & VeriFone Router Configuration Published: 06/20/09 VeriFone Confidential Page: 13