order-it lite Startup, activation and first steps CD Version 9 and later Ref. No. PP3-B1410E

Transcription

1 order-it lite Startup, activation and first steps CD Version 9 and later Ref. No. PP3-B1410E

2 Contents Page 1. Introduction Installation Requirements Hardware Requirements Operation System Requirements System Configuration Requirements The Modification of the User Account Control (UAC) Settings The Modification of the Credentials and of the Autologin Settings The Modification of the Firewall Settings The Modification of the Screen Saver Settings System Components and Software Requirements The installation of MS Message Queuing The Installation of.net Framework Perform the Installation of order-it Step 1: Invoke install-it Step 2: Select the Language Step 3: Check for System Requirements Step 4: Define the Kiosk Data Directory Step 5: Start the Installation Process Step 6: The update process Step 7: Start configure-it Step 8: configure-it: Define the Identification Data Step 9: configure-it: Restore the Kiosk Configuration Step 10: configure-it: Enable the Production Devices (Printers) Step 11: Rearrange the Desktop Icons Step 12: Configure the Phaser connection (PUD) Step 13: Configure the ASK-300 Connection Step 14: Start order-it for the first time and activate the license

3 4. Product Activation Workflow of product activation Frequently asked questions regarding product activation of order-it Do I really have to activate my copy of order-it? How often do I have to activate order-it? Do I have to activate again when I update to a new order-it version? Will the license card work with more than one order-it kiosk? How if I need to recover order-it from an already stored backup or hard drive image? First steps with your order-it

4 Introduction 1. Introduction Welcome to this instruction manual which will explain you how order-it lite will be installed on a Windows 7 system. Please check carefully the installation requirements as specified in chapter 2, and carry out the necessary configuration and installation tasks. If all requirements are fulfilled the installation can be invoked. Chapter 3 leads you step by step through the installation procedure. Chapter 4 instructs you how to activate your order-it license. When you will have finished this chapter your order-it lite is ready for use. In the end chapter 5 explains where you will find additional manuals with a lot more information about the many functions and possibilities offered by order-it lite. The installation process is quite easy, so let us start with the next chapter! 4

5 2. Installation Requirements Installation Requirements 2.1. Hardware Requirements The following hardware requirements must be fulfilled: Item Random Access Memory System drive capacity Data drive capacity Screen resolution Smart card reader Requirement At least 2 GByte RAM is needed. A minimum of 700 MByte free disk space is required on the system drive A minimum of 20 GByte free disk space is required on the drive which is used for the storage of the kiosk data The screen resolution must be at least 1024 x 768 A smart card reader IDBridge CT30 (legacy name: PC USB TR and PC TWIN by Gemalto) must be firmly attached to the system. All drivers which are necessary for the operation of this used card reader with the used operation system should be installed. Note that the original Gemalto driver should be installed for this device. The general smart card driver which is automatically installed by Windows 7 is not sufficient Operation System Requirements The following Windows versions are currently supported: Version Windows 7 Professional, 32 Bit or 64 Bit Windows 7 Ultimate, 32 Bit or 64 Bit Windows 7 Enterprise, 32 Bit or 64 Bit Comment 5

6 Installation Requirements 2.3. System Configuration Requirements The following system configurations must be made: Task Windows Version Requirement Comment Modify the User Account Control (UAC) settings The Modification of the Credentials and of the Autologin Settings The Modification of the Firewall Settings The Modification of the Screen Saver Settings Windows 7 Mandatory see section 0 Windows 7 Mandatory see section Windows 7 Mandatory see section Windows 7 Mandatory see section

7 The Modification of the User Account Control (UAC) Settings Installation Requirements For the proper installation and operation of order-it the User Account Control (UAC) Settings must be modified for Windows 7. Please proceed as follows: Press the [Start] button and insert the string UAC into the Search programs and files text box. Then click the Change User Account Control settings entry. 7

8 Installation Requirements Within the dialog which is displayed now lower the slider to the lowest setting so that the Never notify setting is set. Click [OK] in order to leave this dialog. A system restart must be made in order to put into effect this setting. 8

9 The Modification of the Credentials and of the Autologin Settings Installation Requirements For the proper cooperation with the Frontier system the credentials must be modified. Additionally, it must be ensured that the kiosk system starts without the necessity to insert the credentials. Please proceed as follows: Press simultaneously the [Windows] keys and the [R] key. As a result a small window is displayed. Now, insert the string control userpasswords2 into the Open text box and click [OK]. Another window pops up which permits to modify the user accounts. Select the user which should be the order-it user. It is essential that he is part of the Administrators group. Then, click the [Properties] button. An additional window for the editing of the user name and of the description is displayed. 9

10 Installation Requirements Please change the User name to Frontier and the Full name to order-it Administrator. 10

11 Installation Requirements After clicking [OK] the user name should be changed as can be seen here: Afterwards, the password for the user Frontier must be changed. Hence, press the [Reset Password ] button and insert the new password. It is very important that this password is FRONTIER (all letters in upper case). So, insert FRONTIER in both input boxes and click [OK]. Finally, it must be ensured that the kiosk system starts without the necessity to insert the credentials. In order to achieve this the checkbox which is labelled Users must enter a user name and password to use this computer must be unchecked. 11

12 Installation Requirements Complete the configuration of the user accounts by clicking [OK] The Modification of the Firewall Settings For the proper operation of some order-it components the firewall setting must be changed. Proceed as follows: Press the [Start] button and insert the string firewall into the Search programs and files text box. Then click the Check firewall status entry. 12

13 Ensure that the settings are as can be seen in the following screenshot, then click [OK]. Installation Requirements The Modification of the Screen Saver Settings In a similar way the screen saver setting must be changed. This is made in order to make sure that the starting of the screen saver is exclusively triggered by order-it. Proceed as follows: Press the [Start] button and insert the string screen saver into the Search programs and files text box. Then click the Turn screen saver on or off entry. 13

14 Installation Requirements Now, set the screen saver selection combo box to None and click [OK]. 14

15 2.4. System Components and Software Requirements Installation Requirements Before order-it can be installed it must be assured that the following system components and additional software are available and installed on your PC: Item Windows Version Requirement Comment Message Queuing (MSMQ) Windows 7 Mandatory For a description of the installation see section NET Framework 4 Windows 7, Update for.net Framework 4 (NDP40-KB x86.exe) Update for.net Framework 4 (NDP40-KB x86.exe) Update for.net Framework 4 (NDP40-KB x64.exe) Update for.net Framework 4 (NDP40-KB x64.exe) 32 Bit and 64 Bit Windows 7, 32 Bit Windows 7, 32 Bit Windows 7, 64 Bit Windows 7, 64 Bit Mandatory The necessary file can be found in the resource CD. For a description of the installation see section Recommended The necessary file can be found on the resource CD. Recommended The necessary file can be found on the resource CD. Recommended The necessary file can be found on the resource CD. Recommended The necessary file can be found on the resource CD. 15

16 Installation Requirements The installation of MS Message Queuing The Windows Message Queue System is activated in the following way on a Windows 7 system: Open the Control Panel. Click Programs and Features. 16

17 Installation Requirements Click Turn Windows Features on and off. Expand Microsoft Message Queue (MSMQ) Server and select the check boxes for Microsoft Message Queue (MSMQ) Server and for Microsoft Message Queue (MSMQ) Server Core : Please notice in case of the List of Windows Features is empty: 17

18 Installation Requirements This phenomenon can occur in Windows 7 Embedded. If you use Windows 7 Embedded please ensure that the MS Message Queue Service is installed and activated when preparing your Windows 7 Embedded configuration in Windows 7 Embedded it is not possible to add the Message Queue service afterwards. Finally, click [OK]. It takes some time until the installation has been made. If you are prompted to restart the computer, click [OK] to complete the installation The Installation of.net Framework 4.0 Proceed as follows in order to install.net Framework 4.0: Use the Windows explorer to navigate to the \dotnet Framework 4\ directory within the order-it Resources CD (CD 3). Start the dotnetfx40_full_x86_x64.exe setup application. As a result the required files will be extracted. 18

19 Installation Requirements Accept the license terms by selecting the related check box. Afterwards, click the [Install] button in order to start the installation process. The installation will take a while. Particularly with slow systems it can last up to twenty minutes. When the installation is completed click the [Finish] button. 19

20 Installation Requirements 20

21 Perform the Installation of order-it 3. Perform the Installation of order-it Step 1: Invoke install-it Insert CD 1 into the CD drive and navigate to its root directory, then invoke install-it.exe which is the installer program for order-it. Step 2: Select the Language At first, install-it will permit to select a language for the display of the installation messages. Please select the desired language by pressing the related flag button. If no flag for your language is displayed - which happens if a translation is not yet available please press the [Continue] button. In this case the messages will be displayed in English. 21

22 Perform the installation of order-it Step 3: Check for System Requirements install-it will now perform a check whether the system requirements are fulfilled. If all is fine no user interaction is necessary. Please notice: possibly, a message box pops up during the check saying that the MS Message Queue Service is not installed. In this case the MS Message Queuing (MSMQ) has presumably not been installed. Please refer to chapter on page 16. Step 4: Define the Kiosk Data Directory After system check has finished install-it will show a dialog which permits to define the kiosk data directory. Please select either a target directory or create a new folder on a local disk. The kiosk data will be stored in a sub directory of the selected folder named kioskdata. 22

23 Perform the Installation of order-it Be advised to not use the local disk containing the system data for the kiosk data. It is better to use another local disk, if available, as data drive. Press [OK] after having selected the kiosk data directory. Step 5: Start the Installation Process As soon as you have determined the kiosk data directory the installation process can be started. Press [Start installation]. 23

24 Perform the installation of order-it Step 6: The update process A program named update-it will now perform the particular configuration and setup steps which are part of the installation. This installation process will take a while. Please be patient. When the installation process is complete the system will be restarted. Step 7: Start configure-it order-it will be started now for the first time. Since some configurations still have to be modified a message box will pop up and will ask you to start configure-it which is the main configuration program of order-it. Proceed by inserting the Service card into the smart card reader and then pressing or clicking the [Start configure-it] button. 24

25 Step 8: configure-it: Define the Identification Data Perform the Installation of order-it Within configure-it first of all the identification data must be determined. For this purpose press the [Identifications] button. In the dialog appearing now at least three values must be modified: - Terminal ID - Serial Number of Hardware - Retailer Chain ID 25

26 Perform the installation of order-it Further data should be adjusted according to the conditions: - Language - Country - Currency And in case of more than one order-it kiosk should be operated in the same area/shop/network, for each kiosk a unique Kiosk ID should be set - Kiosk ID For further details about Identifications please refer to the configure-it manual. Complete this configuration step by pressing the [Save settings] button. 26

27 Step 9: configure-it: Restore the Kiosk Configuration Perform the Installation of order-it Starting from the main menu the kiosk configuration must be restored. Proceed by pressing the [Maintenance] button. The restore functionality must be invoked from the Backup register on the right side: Continue by pressing the [Restore configuration] button. A file dialog will appear which permits to select the backup file. 27

28 Perform the installation of order-it Please remove CD 1 from the CD drive now and insert CD 2 instead. This CD only contains a file named Export_Lite.zip that is the file to be restored. After having selected the Export_Lite.zip file press the [Restore configuration] button in order to invoke the restoration process. The restoration is carried out by a special restoration tool named restore-it. For that reason configure-it will terminate and will start restore-it. First, you are asked whether you are really sure to perform the restoration. Proceed by pressing the [OK] button and, afterwards, the [Continue] button. The restoration process will take some time. 28

29 Perform the Installation of order-it When the restoring has been completed press the [Ok] button. Afterwards, configure-it will be restarted. 29

30 Perform the installation of order-it Step 10: configure-it: Enable the Production Devices (Printers) As last step within configure-it it is necessary to enable the used production devices. This can be made by pressing the related round check box on the right side. Of course, the suitable configuration depends upon your production environment. The following screenshot shows a configuration where a Sheet printer, e.g. a Phase 6270 Photo book printer, is used. For this reason the check on the right side of the [Sheet print] button is selected. Terminate configure-it by pressing the [Exit program] button. 30

31 Step 11: Rearrange the Desktop Icons Perform the Installation of order-it As you can see the Desktop icons for the particular order-it icons are still placed in the upper left side of the screen. It might be a good opportunity now to arrange them according to your needs. Here is a sample arrangement: 31

32 Perform the installation of order-it Step 12: Configure the Phaser connection (PUD) If you want to use order-it with a Phaser 6270 photobook printer you need to configure the Phaser connection now. In this case please follow the Instructions how to setup Phaser 6270.pdf. This manual can be found in the it-manuals folder which is a subfolder of the kioskdata folder that you have specified in the beginning of the installation. Step 13: Configure the ASK-300 Connection If you want to use order-it with an ASK-300 printer you need to install a special driver now. In this case please follow the Instructions how to setup ASK-300 printers.pdf. This manual can be found in the itmanuals folder which is a subfolder of the kioskdata folder that you have specified in the beginning of the installation. Step 14: Start order-it for the first time and activate the license Finally, the installation of order-it is complete and you can start it by pressing the order-it Desktop icon. At this stage, the activation of order-it must still be made. It is described in the next chapter. 32

33 Product activation 4. Product Activation 4.1. Workflow of product activation order-it must be activated when order-it is started for the first time on a new kiosk system. Step 1: A window is opened and you are asked to insert a valid order-it license card into the card reader slot. Step 2: License cards for order-it look as follows: 33

34 Product Activation Step 3: As soon as you have inserted the license card the following dialog is displayed: Step 4: Please press the [Activate] button. After a short moment the activation has been completed and you will see the following message: Please withdraw the license card and note the Terminal ID of the kiosk for which it has been used. 34

35 Product activation Please note: It is possible that you need the license card once again at a later date. Be advised to keep the license card in a safe place next to your kiosk! 4.2. Frequently asked questions regarding product activation of order-it Do I really have to activate my copy of order-it? Yes. If you do not activate, order-it will not run or will run only until the expiration date of the current version How often do I have to activate order-it? In general you have to activate order-it only once. But the exception proves the rule (see below) Do I have to activate again when I update to a new order-it version? Usually not but in rare cases it could happen that a new release requires again activation Will the license card work with more than one order-it kiosk? No. Each kiosk will need its own license card. If you try to activate order-it on another kiosk with an already used license card the activation will not be possible How if I need to recover order-it from an already stored backup or hard drive image? No problem. Just use the license card which has already been used with this kiosk and activate order-it once. 35

36 First steps with your order-it 5. First steps with your order-it After order-it has been activated, you can start right away placing some test orders. order-it comes with a comprehensive number of preconfigured products like photobooks, photos, calendars, greeting cards and much more. You can connect your order-it system to a Frontier, one or more ASK printers, or a Phaser printer. The following main manuals will support you with lots of valuable information for each given task: Task General configuration of order-it Configuration of articles and prices Configuration of product presentation and product designs Manual Manual configure-it Manual price-it Manual select-it Connection of phaser 6270 photobook printer Instructions how to setup SDK-P for Phaser 6270 Connection of Frontier Minilab (C4/C5; MS) Connection of Frontier Minilab (FE) Connection of ASK series onsite printers Manual print-processor Getting Started with Frontier Manual print-it Getting Started with Frontier Manual print-it Getting started with ASK Manual print-processor Instructions how to setup ASK-300 printers You will find the manuals above and a few more in the it-manuals folder which is a subfolder of the kioskdata folder that you have specified in the beginning of the installation. Please notice: all manuals are in PDF format. For opening them you need Adobe Acrobat Reader which can be downloaded from internet at Good luck with your order-it lite! 36