NCR Counterpoint. Course 310 Offline Ticket Entry Exercise Handbook

Transcription

1 NCR Counterpoint Course 310 Offline Ticket Entry Exercise Handbook NCR Corporation 2012

2 NCR Corporation 2012

3 Summary of Server Installation In the following exercises, these are the steps that you will perform to install and manage Offline Ticket Entry. Note that references to the server REMOTE1 may instead mean EAST-STORE. Exercise 1 Step 1. Verify Hardware Requirements Server: Confirm that server is using a supported operating system, an adequate processor, and has sufficient memory. Disable Sharing Wizard in Windows. Confirm that Windows networking is enabled on server. Add workstation s IP address to server s Hosts file. Workstations: Confirm that each workstation is using a supported operating system, an adequate processor, and has sufficient memory. Disable Sharing Wizard in Windows. Add server s IP address to workstation s Hosts file. Step 2. Before Installing Prerequisites on Server Disable Shared Memory protocol. Enable TCP/IP and Named Pipes protocols for remote connections. Stop and restart SQL Server service. Step 3. Install Prerequisites on Server Exercise 2 Step 4. or Step 5. Install and Deploy Multi-Site Install Counterpoint and Build Company Data Exercise 3 Step 6. Provision the Server s Database Exercise 4 Step 7. Select Stores Managed by Hub Server Exercise 1 starts on the next page. Offline Ticket Entry 1 Exercise Handbook: Server Exercises

4 Exercise 1: Verifying Hardware, SQL Server, and Installing Prerequisites 1. Verify Hardware Requirements Server Make sure that the server is using a supported operating system, has an adequate processor, and sufficient memory. Open Windows Control Panel and select System. Check to ensure that either Windows 2012 R2, Windows 2008 R2, Windows 8.1 or Windows 7 is installed. Check that the processor is at least a Pentium 4 with 2GHz speed. Check that the system has at least 8 GB of RAM. Offline Ticket Entry 2 Exercise Handbook: Exercise 1

5 Disable the Windows Sharing Wizard. In Windows Explorer, select Organize > Folder and search options. Switch to the View tab. If necessary, clear the check box for Use Sharing Wizard". Ensure that Windows networking is enabled on the server. In Windows Control Panel, select Network and Sharing Center. Then click Local Area Connection and select. Offline Ticket Entry 3 Exercise Handbook: Exercise 1

6 If necessary, select to install Client for Microsoft Networks and Internet Protocol Version 4 (TCP/IPv4). Ensure that a static IP address is assigned to the server. Exit to a command prompt and type ipconfig. Make note of the server s IP address. In class: Perform the above five steps on the REMOTE1 server. Each workstation Make sure that each workstation is using a supported operating system, has an adequate processor, and sufficient memory. Open Windows Control Panel and select System. Check to ensure that Windows 7, 8.1, or 10 is installed. Check that the processor is at least a Pentium 4 with 1.6GHz speed. Check that the system has at least 4 GB of RAM. Ensure that Sharing Wizard is disabled on each workstation. In the Windows Control Panel, select Network and Internet\Network and Sharing Center\Advanced sharing settings. Under File and Printer sharing, enable Turn off file and printer sharing. Click Save Changes. Offline Ticket Entry 4 Exercise Handbook: Exercise 1

7 Ensure that a static IP address is assigned to the workstation. Exit to a command prompt and type ipconfig. Make note of the workstation s IP address. Return to Windows Explorer and navigate to the C:\Windows\System32\drivers\ etc folder on the server. Open the Hosts file with Notepad and ensure that workstation s IP address and computer name appear in it. Also navigate to the C:\Windows\System32\drivers\ etc folder on the workstation. Open the Hosts file with Notepad and ensure that the server s IP address and computer name appear in it In class: Perform the above three steps on the OFFLINE1 workstation, and edit the Hosts file on the REMOTE1 server, as well as the Hosts file on the workstation. Offline Ticket Entry 5 Exercise Handbook: Exercise 1

8 2. Before Installing Prerequisites on the Server (Windows 2008 Servers) use Start>Administrative Tools>Server Manager to manually install.net Framework (MSSQL 2016, 2012 or 2008 R2) Use SQL Server Configuration Manager to disable the Shared Memory protocol and to enable the TCP/IP and Named Pipes protocols. Under SQL Server Configuration Manager (local), select SQL Native Client 10.0 Configuration (32bit) / Client Protocols. This configuration is for 32-bit workstations. Shared Memory should show a setting of Disabled. If it doesn t, right-click Shared Memory and select Disable. Ensure that "TCP/IP" and "Named Pipes are Enabled. Repeat these checks for Client Protocols under SQL Native Client 1.0 Configuration. This configure is for 64-bit workstations. In class: On the Remote1 server, select Start / All Programs / Microsoft SQL Server 2008 R2 / Configuration Tools / SQL Server Configuration Manager. Select SQL Native Client 10.0 Configuration (32bit)/ Client Protocols. Verify that Shared Memory is already set to Disabled and that TCP/IP and Named Pipes are set to Enabled. Verify the same settings for SQL Native Client 10.0 Configuration. Offline Ticket Entry 6 Exercise Handbook: Exercise 1

9 (MSSQL 2016, 2012 or 2008 R2) Start SQL Server Management Studio and right-click the server name. Select Facets, and then select Surface Area Configuration. Set the following options to True: AdHocRemoteQueries Enabled ClrIntegrationEnabled OleAutomationEnabled RemoteDacEnabled XPCmdShellEnabled In class: Enable the five facets shown above. Close the Facets window when done. Stop and restart the SQL Server service. In Windows Control Panel, select Administrative Tools and then select View local services. For the SQL Server service, select to Stop the service and then select to Restart it. Ensure that Status shows Started and Startup type is Automatic. In class: Stop and restart the SQL Server service as shown above. Offline Ticket Entry 7 Exercise Handbook: Exercise 1

10 3. Install Prerequisites on Server In class: Perform all of the operations listed below for step 3. Login as a Windows user with administrative rights. Browse to the CP8.5 folder on the Counterpoint flash drive and copy the \CPSQLPrereqs folder to your hard drive. Then right-click CPSQLPrerequisites.exe in that folder and select Run as administrator. Select Standalone Server if not running Multi-Site or Multi-Site Server (Hub or Remote) if running Multi-Site. Optional SSE install If MSSQL or SSE 2016/2012/2008 R2 isn t already installed on the server, you can choose to install SSE 2008 R2 during the prerequisites installation. If you choose to install SSE 2008 R2 on the server, when the prerequisites installation completes and you ve restarted the server, configure the SQL server to disable shared memory and to allow remote connections, as described in Step 2 of this exercise..net Framework 3.5 is installed if the system doesn t already have it installed..net Framework 4.0 and are also installed if missing. After they install, you will be prompted to reboot. After rebooting, the prerequisites will continue to install. Offline Ticket Entry 8 Exercise Handbook: Exercise 1

11 Other components (SQL Native Client, SQL Server Management Objects, and SQLXML4. SQL Server 2008 Shared Management Objects, SQL Server 2008 System CLR types) are also installed and configured if they are not already present on the system. If you selected to install on a Multi-Site server, you may also be prompted to install.net Framework 1.1, following by DXRE V8.2. After all missing prerequisites have been installed, click to exit the installation. This process will take about 15 minutes if all components must be installed. Restart the server if any additional prerequisite components were installed. In class: R Insert the Counterpoint flash drive on the REMOTE1 server and browse the CPV8.5 folder. Copy the CPSQLPrereqs folder to the server's desktop. Then right-click CPSQLPrerequisites.exe and select Run as administrator. Select Standalone Server if you only have two systems in your lab. If you have three systems in your lab, select Multi-Site Server (Hub or Remote). STOP HERE End of Exercise 1 Offline Ticket Entry 9 Exercise Handbook: Exercise 1

12 Exercise 2: Deploy/Install Counterpoint and Build Counterpoint Data 4. Install and Deploy Multi-Site Register the Offline Ticket Entry Option If necessary, purchase the Offline Ticket Entry Option. For a Multi-Site configuration, copy the Counterpoint Registration.hub file to the CUSTOM folder on the Hub server before you install Counterpoint. In class: If you have three systems in your lab, you are already configured for Multi-Site. On the wi REMOTE1 server, start Counterpoint and login as MGR2 with workgroup 2 (the EAST store and location). Select Setup>System>Registration, and notice that the Offline Ticket Entry Option is enabled. For a Multi-Site configuration, deploy Multi-Site and set up the Data Xtend replication network at this point. Your Counterpoint database will be created during deployment. You will also need to build your Counterpoint data and activate the databases for replication as part of the deployment process. Refer to your Multi-Site training materials or documentation for instructions. Offline Ticket Entry 10 Exercise Handbook: Exercise 2

13 If you add the Offline Ticket Entry Option to an existing Multi-Site remote server, you will need to use the Configure Local Services utility to enable the "Is Hub server or supports Offline stations" setting in CPServices for the server. Select to restart CP Services after making the change. In class: If you have three systems in your lab, the REMOTE1 server is already configured for Multi-Site and is part of the Data Xtend replication network. The Counterpoint database (DemoHub) is also already built and activated for replication. However, you will need to use the Configure Local Services utility to enable Is Hub Server or supports Offline workstations? Restart CP Services after saving the change. Open the CP Services port on the server At the end of the Counterpoint installation, a message appears and shows the port assigned to CP Services. Be sure to open that port on the server so that communications between the offline workstation and server can occur. In class: The lab systems used in class do not have a firewall enabled, so skip this step. Offline Ticket Entry 11 Exercise Handbook: Exercise 2

14 Build Store, Station, and Menu Code Data for Offline Ticket Entry On the server, select Setup> Point of Sale>Stores and display the store that will have offline workstations. Switch to the Offline tab. Enable all of the options to make the corresponding functions available to the offline workstations for this store. In class: On the REMOTE1 server, start Counterpoint and login as MGR2 with workgroup 2 (the EAST store and location). Select Setup>Point of Sale>Stores and display the EAST store. On the Offline tab, enable all options. Select Setup>Point of Sale>Stations and display each station that can run in offline mode. Switch to the Offline tab. Enter the next numbers to use if document numbers are auto-assigned while the station is offline. You can also select to force numbers to always be auto-assigned. If you choose to not always auto-assign, users will be able to manually enter their own document numbers when running offline. Offline Ticket Entry 12 Exercise Handbook: Exercise 2

15 In class: On the REMOTE1 server, select Setup>Point of Sale>Stations and display station 1 for the EAST store. On the Offline tab, enter the next document numbers as shown above and enable Always auto-assign for each. On the REMOTE 1 server, select Setup / System / Menu Codes and display the POS menu code. Click to edit the menu selections. To prevent access while in offline mode to a custom maintenance, custom view, custom report, or external program menu selection, clear the Allow offline check box. In class: On the REMOTE1 server, select Setup>System>Menu Codes and display the POS menu code. Click to edit the menu selections. Click on various menu selections on the Custom Menu. On some, the Allow offline option is grayed out. On others, "Allow offline" can be enabled or disabled. Offline Ticket Entry 13 Exercise Handbook: Exercise 2

16 5. Install Counterpoint and Build Your Company s Data If you are NOT using the Multi-Site configuration of Counterpoint, install the current version of Counterpoint on the server and at least one workstation (the server can be a workstation). Install the Counterpoint utilities on the workstation. If it doesn t already exist, create your company s database and build or import your company s data (users, items, stores, stations, etc.). Refer to your Counterpoint training materials or documentation for instructions on installing Counterpoint and building the data. In class: If you have two systems in your lab, you will need to install Counterpoint. Also install the Demo Data. Register the Offline Ticket Entry Option If necessary, purchase the Offline Ticket Entry Option. Copy the Counterpoint Registration.ini to the Counterpoint TopLevel folder on your server. In class: The Demo Data company already includes a registration file that has the Offline Ticket Entry Option enabled. Open the CP Services port on the server At the end of the Counterpoint installation, a message appears and shows the port assigned to CP Services. Be sure to open that port on the server so that communications between the offline workstation and server can occur. In class: The lab systems used in class do not have a firewall enabled, so skip this step. Offline Ticket Entry 14 Exercise Handbook: Exercise 2

17 Build Store, Station, and Menu Code Data for Offline Ticket Entry Enable the offline activities you will allow for your stores and in menu codes. Force document numbers to be auto-assigned for the offline stations. Refer to the directions provided earlier. In class: If you have two systems in your lab, on the REMOTE1 server, start Counterpoint and login as MGR2 with workgroup 2 (the EAST store and location). Select Setup>Point of Sale>Stores and display the EAST store. On the Offline tab, enable all options. Select Setup>Point of Sale>Stations and display station 1 for the EAST store. On the Offline tab, enter the next document numbers as shown in step 4 above and enable "Always auto-assign" for each. No additional menu selections need to be enabled for offline use. STOP HERE End of Exercise 2 Offline Ticket Entry 15 Exercise Handbook: Exercise 2

18 Exercise 3: Provision Server s Database 6. Provision the Server s Database for Offline Use The server s database is automatically provisioned when Counterpoint is installed on the server. You will need to reprovision the database manually if you later change the database schema yourself (e.g., by adding custom columns or tables to the database). Only the primary company s database can be manually provisioned. To manually provision the primary company s database, select Start All Programs NCR Counterpoint Utilities Provision Database. Enter the user ID and password of a SQL user that has the db_creator or sys_admin server role for the database. Click Provision. This window displays during provisioning. Provisioning takes about 5 minutes, regardless of database size. In class: On the REMOTE1 server, select Start All Programs NCR Counterpoint Utilities Provision Database to provision the database. Log in as user sa with a password of CounterPoint8. Offline Ticket Entry 16 Exercise Handbook: Exercise 3

19 A message appears when the provision process finishes. Offline Ticket Entry 17 Exercise Handbook: Exercise 3

20 In class: After provisioning has finished, open Windows Explorer and navigate to the C:\Program Files (x86)\radiant Systems\CounterPoint\CPSQL.1\Scripts folder. The scripts (including BuildDatabase.sql) in the POS and SS folders were recreated by provisioning the server s database. The scripts in the SS folder were applied to the server s database as part of provisioning. STOP HERE End of Exercise 3 Offline Ticket Entry 18 Exercise Handbook: Exercise 3

21 Exercise 4: Select Stores Managed by Hub Server 7. Select Stores Managed by Hub Server Select Start All Programs NCR Counterpoint Utilities Management Console to open the Management Console. If necessary, click to connect to the Hub server. Enter the user ID and password of any Counterpoint user who is allowed to perform system administration. In class: On the REMOTE1 server, open the Management Console and connect to the HUB server on port Login with either MGR or MGR2, with a blank password. Click the name of the database in the Object Explorer. On the Summary tab, click. Offline Ticket Entry 19 Exercise Handbook: Exercise 4

22 Select each store whose offline workstations will be managed by the Hub server. In class: Even though the Hub server has no offline workstations, go ahead and select for it to manage the MAIN store. After a store is selected, it appears in the Object Explorer. You can connect to other servers as well. In class: Click again. Click and connect to the Remote1 server. Offline Ticket Entry 20 Exercise Handbook: Exercise 4

23 The EAST-STORE server now also appears in the Object Explorer. It already shows that it is managing the EAST store. In class: Select DemoHub under the EAST-STORE and click to see that EAST is already selected to be managed by this server. Close the Choose Stores window when done. Expand the EAST store in the Object Explorer and select workstation 1. In class: Expand the EAST store to see workstation 1. The icon for the workstation shows a black screen, which means that the workstation is not registered. You will register the workstation in a later exercise, when you install Counterpoint on the workstation. STOP HERE Offline Ticket Entry 21 Exercise Handbook: Exercise 4

24 End of Exercise 4 Offline Ticket Entry 22 Exercise Handbook: Exercise 4

25 Summary of Workstation Installation In the following exercises, these are the steps that you will perform to install Offline Ticket Entry on a workstation: Exercise 5 Step 8. Step 9. Before Installing Prerequisites (WAN) Install Prerequisites Exercise 6 Step 10. Step 11. Install Counterpoint Register the Offline Workstation Exercise 7 Step 12. Initialize the Offline Database Exercise 8 Customize DataSyncConfig.xml Exercise 9 Use Offline Ticket Entry and View Data Synchronization Exercise 5 starts on the next page. Offline Ticket Entry 23 Exercise Handbook: Workstation Exercises

26 Exercise 5: Installing Prerequisites on Workstation 8. Before Installing Prerequisites (WAN) Copy CPSQLPrereqs folder from the Counterpoint Complete download to a directory that is accessible by all of your offline workstations or to the local drive of each workstation. In class: Skip this step since we've already copied the CPSQLPrereqs folder to the site server and made it shared. On the Offline workstation, use Add/Remove Programs and, if it s present, select to remove Microsoft SQL Server Native Client. In class: Skip this step since the Offline1 system already has the correct MSSQL Native Client. 9. Install Prerequisites On the offline workstation, navigate to the CPSQLPrereqs folder on the server. Right-click CPSQLPrereqs.exe and select Run as administrator. If necessary, you can download CPSQLPrerequisites.exe from the NCR Counterpoint Downloads area of the Counterpoint Web site ( and place it on the server. Using this approach, your workstation will also need an Internet connection during the prerequisites installation if.net Framework 3.5,.NET Framework 4.0 and/or SSE 2008 R2 need to be installed. Select Offline Workstation. In class: Browse to the CPSQLPrereqs folder on the remote server. Right-click CPSQLPrerequisites.exe and select Run as administrator. Select Offline Workstation at the "Server?" window. Offline Ticket Entry 24 Exercise Handbook: Exercise 5

27 MSSQL/SSE 2012 or 2008 R2 must be present as the default instance on an offline workstation. If a default instance of MSSQL/SSE 2012 or 2008 R2 is not found on the workstation, you have the option to install SSE 2008 R2 as part of the prerequisites. If you choose to install it, it will automatically be set up to allow for mixed authentication (Windows and SQL) and the password for the user sa will be set to CounterPoint8. In class: You should not be prompted to install SQL Server 2008 R2 Express, as it's already installed as the default instance on this workstation. Click at the Start Installation screen. If you selected to install SSE 2008 R2, several screens appear during its installation. All components of SSE are installed, including: - Backward Compatibility - Management Studio Express The additional prerequisites then continue to install. Offline Ticket Entry 25 Exercise Handbook: Exercise 5

28 After any prerequisites are installed, click. The prerequisite installation will take anywhere from 1-20 minutes, depending on which components are already installed. You must restart the workstation if any prerequisite components were installed. STOP HERE End of Exercise 5 Offline Ticket Entry 26 Exercise Handbook: Exercise 5

29 Exercise 6: Installing Counterpoint and Registering the Workstation 10. Install Counterpoint Navigate to the Counterpoint installation directory on the server (e.g., C:Program Files (x86) \ Radiant Systems \ CounterPoint \ CPSQL.1), right-click the file ClientSetup.exe and select Run as administrator. (CP Services must be running on the server.) If you instead select to install Counterpoint on a workstation directly from the Counterpoint download, you will be asked to identify the type of connection you have to the server. Choose High-speed if the workstation is on the same local area network as the server. Choose Low-speed if they're on different networks. In class: On the OFFLINE1 workstation, navigate to the CPSQL.1 directory on REMOTE1. Right-click ClientSetup.exe and select Run as administrator. At the Select Role window, select either Always Offline or Sometimes Offline. Sometimes Offline will result in creating an additional shortcut that allows the workstation to run online with the server. In class: Select Sometimes Offline. Offline Ticket Entry 27 Exercise Handbook: Exercise 6

30 Select the components to install on the workstation. You must install the Program Files on the workstation. The SQL Script Utility and Log Viewer will be installed if you select Utilities. (These components are also on the server.) Dashboard is not available when running in offline mode. In class: Select to install Program Files and Utilities. Identify the program group where the Counterpoint menu selections will be added. In class: Select to use NCR Counterpoint. At the Start Installation window, review your choices and click when you are ready to being the Installation. In class: Click Next at the Start Installation window. Offline Ticket Entry 28 Exercise Handbook: Exercise 6

31 During the workstation installation, several different windows appear: to show progress as the schema is applied to the workstation's offline database as the predefined data is applied to the offline database as the provisioning scripts are applied to the offline database. 11. Register the Offline Workstation Near the end of the offline workstation installation, the workstation attempts to connect with the server so that it can register with it. In class: The Host URL already appears because you navigated to the server to run ClientSetup.exe. Login to the server as MGR2 with the password you assigned to that CP user. Offline Ticket Entry 29 Exercise Handbook: Exercise 6

32 Select the workgroup and station that you want automatically used when the offline workstation starts Counterpoint. You can select any station defined in Counterpoint that is associated with the workgroup s store. Once registered, a workstation cannot change to a different workstation, unless the workstation first unregisters. Enabling the Initialize Now check box will result in building data in the offline workstation s database immediately. This can take some time for a large database. If you are registering several workstations for the same store at the same time, do not enable Initialize now. Instead, use the Management Console and select Rebuild for the store. Click when completed. A confirmation message appears when the registration completes. If you selected Initialize Now, the server s configuration package is then prepared on the server, retrieved by the workstation, and applied to the offline workstation s database. In class: Register as the East Store Workgroup and Station 1. Do NOT select the Initialize Now check box. You will use the Management Console to rebuild instead. Offline Ticket Entry 30 Exercise Handbook: Exercise 6

33 The station registration information appears. Click to close the window. At the end of installation, the Client Installation Complete window appears in your Web browser, indicating the port that CPServices is configured to use for the workstation. Open this port on the corresponding firewall, and then close the browser window. In class: After viewing the Client Installation Complete information, close the browser window. After you close the browser window, the Installation Complete window appears. Select to create a shortcut on the desktop. For a sometimes offline workstation, two shortcuts will be created: one that runs Counterpoint when online with the server and a second one that runs in offline mode. Offline Ticket Entry 31 Exercise Handbook: Exercise 6

34 In class: Select to create shortcuts on the desktop. STOP HERE End of Exercise 6 Offline Ticket Entry 32 Exercise Handbook: Exercise 6

35 Exercise 7: Initialize the Offline Database 12. Initialize (Rebuild) the Offline Database When registering the workstation with a server, enable the Initialize Now check box to initialize the offline workstation s database. The offline database has no data until it is initialized with its server. Initializing can take some time, depending on the database size. If you want to delay initializing a workstation s database, or if you need to initialize the database for several offline workstations at the same store, use the Rebuild function in the Management Console. Initializing using Management Console Start the Management Console on the server by selecting Start All Programs NCR Counterpoint Utilities Management Console. If necessary, click to connect to the Remote1 server. If you previously connected to the server, click Open to select the same server. Offline Ticket Entry 33 Exercise Handbook: Exercise 7

36 Login to Management Console with the user ID and password of a Counterpoint user who is allowed to perform system administration. In class: Start Management Console and connect to the Remote1 server. Login as user MGR2. Enter the password that you ve set for that user. In the Object Explorer, expand the EAST-STORE server and database to see the stores managed by the server and workstations registered for each store and server. In class: Expand EAST-STORE, DemoHub, and the EAST store to see workstation 1. To initialize the offline database for a single workstation, click the workstation in the Object Explorer. Then, on the Summary tab, click Rebuild. Offline Ticket Entry 34 Exercise Handbook: Exercise 7

37 To initialize the offline databases for all workstations for a store, click the store in the Object Explorer. Then click Rebuild. You re asked to confirm that you want to rebuild all workstations for the store. A message appears indicating that the rebuild request for all workstations or the single workstation is waiting. In class: Click the EAST store in the Object Explorer and then click Rebuild. After about 1 minute, the workstation connects to the server, receives the message that the package is waiting, downloads it, and then processes the contents. On the Communication Detail tab for the workstation, you can see the status of the RebuildDb package as it starts with Delivery Pending, changes to Delivered and then changes to Processed. Offline Ticket Entry 35 Exercise Handbook: Exercise 7

38 In class: Click workstation 1 in the Object Explorer and switch to the Communication Detail tab. Click the button multiple times during the next few minutes to see the Configuration package and its status as it changes from Delivery Pending to Delivered to Processed. Now that the Configuration package has been uploaded from the server and imported on the workstation, the workstation should be able to run Counterpoint in offline mode. Start Counterpoint in offline mode by clicking on the desktop or by selecting Start All Programs NCR Counterpoint NCR Counterpoint Offline POS. In class: First, start Counterpoint in online mode, logging in as MGR2. If prompted, allow the service pack to apply. Then activate drawer 1 for the East store. Exit from online mode. Now start Counterpoint in offline mode on the workstation. Login as user MGR2 who is set to automatically use workgroup 2. Navigate through the menus to see the selections that are available in offline mode. STOP HERE End of Exercise 7 Offline Ticket Entry 36 Exercise Handbook: Exercise 7

39 Managing Offline Ticket Entry In the following exercise, you will view data synchronization occurring between an offline workstation and the site server. Exercise 8 Customize DataSyncConfig.xml Exercise 9 Use Offline Ticket Entry and View Data Synchronization Exercise 8 starts on the next page. Offline Ticket Entry 37 Exercise Handbook

40 Exercise 8: Customize DataSyncConfig.xml In class, perform the following steps. On the Remote1 server, use Notepad to open DataSyncConfig.xml (it's in the Bin folder). Under the Configuration Data Group, add a filter that prevents users whose logins are disabled from being included in configuration packages. Filter="SY_USR.LOGIN_DISABLED='N'" Add another filter that allows only items with an Active status to be included in configuration packages. Filter="IM_ITEM.STAT='A'" Save the changes. Normally, after making changes to DataSyncConfig.xml, you would need to Reprovision the server's database and then Rebuild the offline workstation databases. In class, skip reprovisioning and rebuilding the database. STOP HERE End of Exercise 8 Offline Ticket Entry 38 Exercise Handbook: Exercise 8

41 Exercise 9: Use Offline Ticket Entry and View Data Synchronization (in-class exercise) Prepare to View Data Synchronization In class, perform all of the below steps. Open windows now for the various directories and functions that will allow you view data synchronization later in the exercise. On the Remote1 server, navigate to the Processed directory. On the Remote1 server, start Management Console and connect to the Remote1 (EAST-STORE) server. Switch to the Communications Detail tab for East Store Workstation 1. On the Offline workstation, double-click My Computer and navigate to the C:\Program Files\Radiant Systems\CounterPoint\CPSQL.1 - Station\Packages\ Outbox directory. On the Offline workstation, show the additional icons in the system tray and then double-click the Services Status icon so that the Counterpoint Services Status window opens. If necessary, click to expand the Data Status information. Offline Ticket Entry 39 Exercise Handbook: Exercise 9

42 Move the Services Status window so that it s positioned in front of the Outbox directory window and so that you will be able to see the contents of the Outbox directory. Use Offline Ticket Entry On the Offline workstation, start Counterpoint in offline mode by clicking on the desktop or by selecting Start All Programs NCR Counterpoint NCR Counterpoint Offline POS. Log in as user MGR2. When the main menu appears, select Point of Sale / Tickets / Touchscreen. Log in to Touchscreen ticket entry as MGR2 using Drawer 1. If the Drawer inactive message appears, click to activate it. Offline Ticket Entry 40 Exercise Handbook: Exercise 9

43 Move the Counterpoint main menu and Touchscreen window (unmaximized) to the upper left corner of your screen so that you can see the Services Status window behind it. Offline Ticket Entry 41 Exercise Handbook: Exercise 9

44 Click the Member Lookup button and then click the Add (F2) button. Add yourself as a new customer, making sure to use the MEMBERS category. Because you added the new customer using the Member Lookup button, and the customer has the same category, the customer will automatically be selected for this ticket. The value that you see shown on the ticket next to the name is the auto-assigned customer number. Click the Golf Balls button and select to sell 1 dozen golf balls. Add more items to the ticket. Then click the Pay button and pay the balance of the ticket with the Cash pay code. When asked, answer Yes to Ticket complete?. Quickly close the Print window without printing or previewing a receipt. Viewing Data Synchronization Now quickly switch to the Services Status window. Under Data Status, you should see a ticket awaiting extraction, which then moves to Packages Queued. Offline Ticket Entry 42 Exercise Handbook: Exercise 9

45 At the same time, a ticket package appear in the Outbox directory. The package contains the drawer session checksum data, the new customer and the ticket information. In the Service Status window, when the Packages Queued value changes to 0, it indicates that the package has been sent. The Last Upload Time should reflect the time it was sent. Switch to the Remote1 server and look at the Processed directory. The ticket package has probably already been processed (imported). Return to the Service Status window on the Offline workstation and click. Wait until the Last Download Time is updated to reflect that a new download from the server has occurred. If necessary, use Management Console on the Remote server to force a configuration package to be built right away by clicking Extract on the Summary tab. Offline Ticket Entry 43 Exercise Handbook: Exercise 9

46 After the Last Download Time has changed, look at the Processed directory on the offline workstation. You will see at least one new Configuration package there now which contains the updated inventory quantities for the item(s) that you sold on your ticket. Switch to the Remote1 server and start Counterpoint. Log in as MGR2. For purposes of class, select Setup>Point of Sale>Stores and enable auto-count and auto-reconcile for the East store. Now select Point of Sale>Tickets>Edit list and preview the ticket that came from the offline workstation. Select Point of Sale / Tickets / Post and post the ticket for Drawer 1 at the East Store. When the auto-count and reconcile drawer message appears, click. Skip viewing any of the posting journals. Offline Ticket Entry 44 Exercise Handbook: Exercise 9

47 View the Outbox directory on the server and wait for the PostedTickets package to appear. (Since it could take up to 15 minutes, you can use Management Console to select Extract to force the package to be created immediately.) When the Posted Tickets package appears, switch to the Offline workstation and view the Processed directory there. The PostedTickets package will probably already appear in that directory. Now that this package has been processed on the offline workstation, the posted ticket has been deleted from the offline workstation s database. Offline Ticket Entry 45 Exercise Handbook: Exercise 9

48 View the Service Status window on the Offline workstation. You should see that the Last Download Time also reflects the download of the PostedTickets package. STOP HERE End of Exercise 9 Offline Ticket Entry 46 Exercise Handbook: Exercise 9

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