New Cash Register System Quick Setup Guide. Version: XP1.0

Transcription

1 New Cash Register System Quick Setup Guide Version: XP1.0

2 Contents Quick Step 1 - Upload New Cash Register System End User License... 1 Quick Step 2 Retrieve MAC IDs... 1 Quick Step 3 - Add License Key and MAC IDs to License Maintenance... 1 Quick Step 4 - Set New Cash Register System Parameters... 2 Quick Step 5 Create New Cash Register System devices... 2 Quick Step 6 - Add New Cash Drawer... 4 Quick Step 7 - Assign Cash Drawer Employees... 6 Quick Step 8 - Install Device Drivers... 7 Quick Step 9 - Attach Devices... 9 Quick Step 10 Test Configuration... 10

3 Quick Step 1 - Upload New Cash Register System End User License To store the License Key, a new folder called Licenses should be added to the UPN server in a location to which you have access. This location will be used to store both current and future cash register licenses. Quick Step 2 Retrieve MAC IDs The purpose of this step is to retrieve the MAC ID for each machine that will be licensed for the New Cash Register System. At the command prompt, type getmac and press the enter key. Note the address that is listed under Physical Address column, as it will be needed for the License Manager in the New Cash Register system. Quick Step 3 - Add License Key and MAC IDs to License Maintenance From the UPN Navigation bar, click Control Options and then License Maintenance. From the License Maintenance form, you will browse to the location of the license file you created in Quick Step 1 and then click Upload. Next, you will add the MAC ids of each machine that you gathered in Quick Step 2.

4 Quick Step 4 - Set New Cash Register System Parameters 1. Set CA COOPPARM 464 to enable the New Cash Register System: Value 1 = The Utility is using both New and Legacy Cash registers Value 2 = The Utility is using New Cash Registers only 2. Set CA COOPPARM 471 for the transaction reversal password: Value 0 = Password is required for each reversal transaction Value 1 = Password is not required for each reversal transaction Note: If you choose to enable the password requirement for Payment Auto Reversal, the Cash Register password will need to be set in the CA Control File on the Passwords tab. There are other parameters which add additional functionality to the New Cash register system, but will require additional review and setup before enabling them. Please see the complete Installation and Configuration guide for details. **Quick Steps 5 7 can be done at either the UPN server or a machine with New Cash Register setting enabled(enabling the setting is shown in Quick step 5 below)** Quick Step 5 Create New Cash Register System devices To add devices that will be associated to cash drawers in the New Cash Register System, you must enable the New Cash Register system option on your UPN client to access the Device FM options (a license is not required for this function). 1. Login to the UPN client. 2. In the UPN Tool Bar, click Tools then Settings and then Cash Register. 3. Check the New Cash Register check box and then click OK. Note: DO NOT click the Download Drivers button at this time.

5 4. Log out of UPN and then log back in for the changes to take effect. 5. From the UPN CA Navigation Toolbar, select Cash Register and then Drawer FM from the Cash Register Options Menu: The Drawer File Maintenance dialog displays when the OK button is clicked. 6. In the Drawer File Maintenance dialog, click the Devices option in the tool bar to display the Cash Register Device FM window. 7. From the dropdown menu, select the type of device you wish to add and then select the Add button.

6 8. Complete the information for each device that will be used, in the Add dialog window for that device: ** A Logical Name is required; This is the name you wish to give the device and will later be associated with the cash register to which the device is attached. Please record the name that is given to the device and note that if you have more than one physical device of the same type/manufacturer. Then, you can use the same logical name for each cash register. 9. Repeat steps 6 and 7 for each device you wish to add Quick Step 6 - Add New Cash Drawer The purpose of this step is to add a new cash drawer with the Drawer FM Application 1. Select the Drawer FM option again from the Cash Register Options menu and then select the Add Drawer button:

7 2. In the Add Drawer window, fill out the information that will pertain to that drawer in the Drawer Details section. ( Note: If you are currently using the Legacy cash register system, it is advised to use a unique naming convention for the drawers that will be used in the New Cash Register System. This will help keep the information clear in reports). 3. In the Devices section of the Add Drawer dialog, select the devices you created in Quick Step 5.

8 Quick Step 7 - Assign Cash Drawer Employees 1. In the Drawer FM dialog window, click the Employee Access tab. 2. Type in the Employee ID and name and then select the payment options the employee will be allowed to perform on this drawer. All options are selected by default. Click the Add button. Repeat this step for each employee you wish to add to the drawer. Note: Two new security options are now available in the CA Cash Register Menu Section of Class Maintenance. You will need to determine how you will want to set these options for those who will be accessing the New Cash Register System: 1. Transaction Inquiry If the user has this security set, then the user will be able to find cash register transactions matching the given search criteria from the Transaction Inquiry screen. 2. Transaction Reversal This security gives the user the ability to auto-reverse certain transactions using the Inquiry and Reversal option. CA Cash register Menu Security Options ** Quick Steps 8 10 are to be done on the local machine that will be using the New Cash Register System and its attached physical devices (cash drawer, receipt printer, etc.)**

9 Quick Step 8 - Install Device Drivers This step provides instructions for installing the device drivers to the local machine that will be using the New Cash Register System Note: Do not connect any peripheral device to the workstation that is being used for the new cash register, until prompted through the device install process. 1. Login to the machine that will be using the New Cash Register system using a Windows account that has Administrative security privileges. 2. Login to UPN with a UPN account that has Administrative security. **For Windows 7 OS, please make sure you are logged in with full Administrator access. To ensure this, at a command prompt, type: net user administrator /active:yes** 3. In the UPN Tool Bar, click Tools and then Settings and then Cash Register. 4. Click the Download Drivers button on the Cash Register tab to initiate download of the cash register device drivers. After the download is complete, you will receive the following message: Driver Download completed successfully. Proceed to installation from C:\CashRegisterDeviceDrivers as per the installation guide. 5. Locate the Silent Install.bat file under C:\CashRegisterDeviceDrivers. Doubleclick the file to start installing the device drivers. **This may take a few minutes,

10 depending on the machine.** 6. When the Cash Register Hardware Installation dialog displays, select the devices needed and specify the logical names of those devices as recorded in Quick Step 5. Click the Configure button. You should receive a message that configuration completed successfully. Click OK to continue. See below for an example. 7. An installation window will display and you will be asked if the Utility is processing debit cards. Select N for your answer if you are not using a pin pad device. 8. After a brief delay (of approximately 5 secs) the MagSwipe Configuration Utility is launched automatically. If you are not using a Credit Card swiper, you may click the Exit button at this point. If a Credit Card reader is being used, click the CHANGE BASIC READER SETTINGS button. From this dialog, click the Load From File button, and browse to C:\CashRegisterDeviceDrivers. Select the MiniMagConfig.cfs2 file and then click the Open button. The Load configuration from file successfully will appear. 9. Press the Send to MSR button and then click OK and EXIT. 10. After the drivers are installed correctly, the window should display as below.

11 11. Restart the workstation. As the machine is re-booting, connect the printer to the workstation and power it on (the POWER light on the printer glows if connected and powered on correctly). Quick Step 9 - Attach Devices 1. After the machine has rebooted, and you have logged into Windows, the Hardware Wizard will launch. Click the Install from a list or specific location option and then click the Next> button. The next Hardware Update Wizard dialog displays. 2. Click the No, not this time option and click the Next> button. 3. Click the Install from a list or specific location option and then click the Next > button. The next Hardware Update Wizard dialog displays. 4. Click the Search for the best drivers in these locations option. 5. Clear the Search removable media (floppy, CD-Rom ) check box and then check the Include this location in the search check box. 6. Browse to C:Program File\EPSON\OPOS for.net\tmsub\tmusbxp and then click the OK button.

12 7. Click Next to finish installing the device drivers and then click the Finish button in the next dialog to complete the installation; the printer is ready for use. Quick Step 10 Test Configuration This step involves testing the configuration using the Cash Register Test Devices Application 1. Click the Cash Register button from the Consumer Accounting Main Menu Navigation Bar. 2. From the Cash Register Options dialog, select Test Devices. 3. From the Cash Register Test Devices dialog, select the dropdown menu next to each device and test according to the options next to each device:

13 If all devices function correctly, you are ready to login to the New Cash Register System. If you encounter any difficulties, please refer to the Complete Installation and Configuration guide for troubleshooting details.

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