Terminal Pairing: Step by Step

This guide is designed to help you determine which steps to take, and when.

Requires server version 20230801 or newer.

Before you start troubleshooting, make sure you're familiar with the concept of pairing:

My Terminal firmware version is:

Terminal with version 20230801 and newer

Deployment Scenario	Terminal State	Actions to Take
Topology A	Previously paired, and VPN configured.	Set Server IP on the BATM, confirm the pairing code, approve the pairing request in CAS.
Topology A	Never paired, and No VPN. e.g. new Terminals	Create Terminal in CAS, generate the VPN config, set Server IP on the BATM.
Topology B	Never paired	Create Terminal in CAS, set Server IP on the BATM.
Topology B	Previously paired	Set Server IP on the BATM

Deployment Scenario	Terminal State	Actions to Take
Topology A	Paired and connected	Unpair via Terminal list action menu.
Topology B	Paired and connected	As above.

Upgrade the Terminal to version 20230801 first. The good news is that the gate service should handle this automatically.

Deployment Scenario	Terminal State	Actions to Take	Notes
Topology A	Previously paired, VPN configured	Set the Terminal server's host/IP via advanced admin. Look for error screen with pairing code.	In CAS, approve new pairing request.
Topology A	Never paired, No VPN	Create Terminal in CAS, generate VPN config. Set host/IP.	As above.
Topology B	Never paired	Create Terminal in CAS, set host/IP.	As above.
Topology B	Previously paired	Set host/IP.	As above.

You're working with a pretty old machine here. Upgrade the Terminal twice. Again, the gate service should handle this.

Deployment Scenario	Terminal State	Actions to Take	Notes
Topology A	Previously paired, VPN configured	Set the Terminal server's host/IP via advanced admin. Look for error screen with pairing code.	In CAS, approve new pairing request.
Topology A	Never paired, No VPN	Create Terminal in CAS, generate VPN config. Set host/IP.	As above.
Topology B	Never paired	Create Terminal in CAS, set host/IP.	As above.
Topology B	Previously paired	Set host/IP.	As above.

BATM displays “VPN connection error”: means that you probably didn’t generate a VPN configuration.

This topology deploys hardware for the VPN infrastructure, which eliminates VPN software as a possible problem.