Updating from V or earlier

Transcription

1 Updating from V or earlier 1 Updating from V or earlier To update CounterPoint to V from V or earlier, you must first complete the appropriate Pre-installation steps for your version of CounterPoint, as outlined below. Next you must complete the appropriate Installation steps for your system, starting on page 6. Finally, you must complete the Post-installation steps, starting on page 10 to finish the update process. Radiant Systems no longer provides support for Pervasive.SQL 2000i (or 2000). While you may not experience any problems using Pervasive.SQL 2000i or 2000 (with Service Pack 2), we strongly recommend that you upgrade to Pervasive PSQL v10. If you are using Pervasive.SQL V8.6 or PSQL v9, you can continue to do so, as they are stable and reliable database platforms that are fully compatible with CounterPoint V However, you may purchase an upgrade to Pervasive.SQL v10, if you wish. NOTE: Pervasive v10 is not compatible with Netware. Refer to Upgrading Pervasive.SQL in the CounterPoint Electronic Documentation for more information about upgrading to Pervasive PSQL v10. Pre-installation steps Before you update your existing CounterPoint system to V7.5.18, you must complete the appropriate pre-installation steps. Start at the beginning of the list, and perform all of the steps until you see the STOP HERE message for your version of CounterPoint. If a particular condition does not apply to your system, skip the step. Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11 Step 12 Step 13 Step 14 Step 15 Step 16 Move demo data Update Multi-Site Post cash receipt transactions Upgrade Internet Explorer Update First Data South (NaBANCO) Post payment history transactions Update Paymentech Update Global Payments Record deposit slip configuration Post A/P payments Settle credit card transactions Update check processing Post physical count transactions (V or earlier) Initialize CPOnline files (V or earlier) Renumber customers (V or earlier) Post customer adjustments (V or earlier)

2 Updating from V or earlier 2 Step 1 Move demo data If you are using demo companies and want to save your demo data, you can move the demo companies to other directories before you install CounterPoint V Existing data files are not affected by the CounterPoint installation, with the exception of demo data files for DEMO1 and DEMO2. If you install these demo companies, or if you are installing on a Unix system, any existing data for these companies will be overwritten. No other companies are affected. Step 2 Update Multi-Site If you are using Multi-Site, review Updating Multi-Site installations on page 34. You can temporarily use V at the Hub and your previous version of CounterPoint at the Satellites, provided you do not implement any of the new features until all sites are updated. Step 3 Post cash receipt transactions If you are using the Receivables Option and you have unposted cash receipts transactions on file, post those transactions using Customers > Cash receipts > Post. Step 4 Upgrade Internet Explorer If you do not have Microsoft Internet Explorer (IE) 5 or later (or IE 4 with the XML updates provided on the CounterPoint CD), upgrade your Web browser. If a Windows workstation is not running Internet Explorer 4 or later, CounterPoint will not run. While we recommend Internet Explorer 5 or later for CounterPoint, you can install the Microsoft XML software update and run CounterPoint with Internet Explorer 4. Follow these steps to install the XML update: 1. Insert the CounterPoint CD and select Browse this CD from the CounterPoint launch menu. 2. Browse to the \UTILS\XML directory on the CD and double-click XMLREDIST.EXE to start the installer. 3. Follow the on-screen instructions to install the XML update for IE When the installation is finished, double-click MSXML3SP1.EXE and follow the onscreen instructions to install the Service Pack. STOP HERE if you are updating from V Complete the appropriate Installation steps, starting on page 6. If you are updating from V or earlier, proceed to the next pre-installation step.

3 Updating from V or earlier 3 Step 5 Update First Data South (NaBANCO) If you are currently using First Data South (NaBANCO) for credit card processing, use Point of Sale > Draft capture > Settle to settle any outstanding EDC transactions. Next, follow the steps in Credit Cards in the CounterPoint Electronic Documentation to update your SYNEDC.CFG file, Terminal-ID values, and other draft capture settings to be compatible with the new Preferred Processor version of the First Data South software. STOP HERE if you are updating from V or V Complete the appropriate Installation steps, starting on page 6. If you are updating from V7.5.9 or earlier, proceed to the next pre-installation step. Step 6 Post payment history transactions If you have unposted payment history transactions on file, post those transactions using Payment History > Deposit > Post. Step 7 Update Paymentech If you are processing credit cards with Paymentech using WINTRN or WINTRNNC, you must update the WINEDC environment variable to specify the Preferred Processor version of the Paymentech credit card software. To ensure compliance with current credit card standards, you must use the Preferred Processor version of the Paymentech credit card software. Preferred Processor status guarantees support for credit card and debit card processing over CPGateway and dialup connections, access to the most favorable processing rates, compatibility with CPOnline, and support for industry classifications (Retail, MOTO, and Ecommerce), address verification (AVS/AAV) and card identification services (CVV2/CVC2/CID), and Purchase/Corporate cards. WARNING! You will no longer be able to process checks through Paymentech after you update to CounterPoint V To enable the Preferred Processor version of the Paymentech credit card software, set the WINEDC environment variable using one of the following commands: Windows: SET WINEDC=WINPMT Unix/Linux: WINDEC=rtspmt;export WINEDC Also, if you re processing American Express transactions, update the Terminal-ID for your AmEx pay code to match the Terminal-ID you are using for other card types. Step 8 Update Global Payments If you are updating from V7.5.8 or earlier and you were processing credit card transactions with Global Payments Central (using WINMAP) or Global Payments East (using WINNDC), your credit card software will no longer function after the update. To ensure compliance with current credit card standards, merchants processing with Global Payments should switch to a Preferred Processor (i.e., First Data North, Vital, or Paymentech) or join the CounterPoint Merchant Program (CMP). Refer to Credit Cards in the CounterPoint Electronic Documentation for more information about setting up credit card processing through the CMP or a Preferred Processor.

4 Updating from V or earlier 4 Step 9 Record deposit slip configuration If you are printing deposit slips for cash receipts (i.e., Print deposit slips? in Setup > Customers > Control is set to Yes), record the account number and pay codes assigned to each deposit slip before you install V You will use this information to re-configure your deposit slips in Setup > Point of Sale > Stores > Stores after you install the update, as described in Step 17 Set up deposit slips of the Post-installation steps on page 11. Step 10 Post A/P payments If you are using the Basic Accounting Option and you have unposted Accounts Payable payment transactions on file, post those transactions using Accounting > Accounts Payable > Payments > Post. Step 11 Settle credit card transactions If you are using the CounterPoint Merchant Program (CMP), First Data North, Vital, or Paymentech for credit card processing, use Point of Sale > Draft capture > Settle to settle any outstanding EDC transactions before you install V WARNING: If you are using the CMP, First Data North, Vital, or Paymentech for credit card processing, it is very important that you complete this step. Failure to do so could result in an interruption of your credit card processing service after updating to V Step 12 Update check processing Complete this step if you are using the CMP, First Data North, or Vital for credit card processing, and you have not already converted to the new Vital or First Data North software (delivered in the November 2002 and July Service Packs, respectively). WARNING! If you are processing checks, it is very important that you complete this step. Failure to do so could result in an interruption of your check processing service after updating. If you are using check guarantee services from Certegy (formerly Equifax, formerly TeleCredit), you must first arrange for your check transactions to be routed through your processor (instead of being split dialed directly to the check processor) before you update to CounterPoint V You will need to contact your Certegy service rep. If you don t have contact information for your rep, call Certegy Sales office at (800) or the Regional Sales office at (800) You should know your 10-digit Certegy Station Number (but if you don t, your rep should be able to find it). This number can be found in the Terminal-ID for your checks pay code in Setup > Point of Sale > Stores > Draft capture, typically with a prefix of B.0. You will need to provide your rep with your 6-digit BIN# so Certegy can associate this BIN# with your Certegy Station Number. BIN# is the number provided to you by your bank (credit card processing company) that is used as the first 6 digits of your Terminal-ID in Setup > Point of Sale > Stores > Draft capture.

5 Updating from V or earlier 5 Do not ask Certegy to change your setup information at this time. You will need them to change it when you update to the new WINVIS. Because the timing of this step is critical, we recommend that you establish contact now with your Certegy service rep so that everything will be in place when it is time to change your setup information. NOTE: Your account will be entitled NEXT BUSINESS DAY. STOP HERE if you are updating from V7.5.1 through V7.5.9, V7.3.x, V , or V Complete the appropriate Installation steps, starting on page 6. If you are updating from V or earlier, proceed to the next pre-installation step. Step 13 Post physical count transactions If you have unposted physical count transactions, post those transactions using Inventory > Physical count > Post. Step 14 Initialize CPOnline files If you are using CPOnline to host an online store, you must initialize your CPOnline control and category files. Follow these steps to initialize these files: 1. Select File Utilities > Ecommerce to display the Ecommerce file utilities screen, and then select the Initialize files option. 2. Set the Control file and CPOL category file options to Yes. Set the remaining file options to No. 3. Press Enter at Field number to change? to initialize the selected files. STOP HERE if you are updating from V or V Complete the appropriate Installation steps, starting on page 6. If you are updating from V or earlier, proceed to the next pre-installation step. Step 15 Renumber customers If you have customer renumbers that have not been processed, process any customer renumbers you have entered using File utilities > Special > Customers > Renumber customers. If you do not process existing renumbers, they will be lost the next time you run the entry process. STOP HERE if you are updating from V or V Complete the appropriate Installation steps, starting on page 6. If you are updating from V or earlier, proceed to the next pre-installation step. Step 16 Post customer adjustments If you have unposted customer adjustments, post all customer adjustments using Customers > Adjustments > Post.

6 Updating from V or earlier 6 Installation steps To update your CounterPoint software to V7.5.18, perform the appropriate installation steps for your operating environment. Standalone computer If you are updating CounterPoint on a standalone Windows system, complete the following steps: Step 1 Step 2 Step 3 Update CounterPoint Install the current Service Pack Update permanent activation key Step 1 Update CounterPoint 1. Insert the CounterPoint V CD into your CD-ROM drive to display the CounterPoint launch menu, click Install, and then click CounterPoint Version 7.5. OR Download the 7518WindowsUpdate.exe file from the CounterPoint website at and then double-click the file to extract the necessary components and start the CounterPoint installer. OR You may download the 7518Complete.exe file from to obtain the complete V CD, extract the archive, and then double-click launch.exe to start the CounterPoint installer. NOTE: Before proceeding with the installation, make sure you have the Permanent Activation Key issued to you by Radiant Systems. 2. Follow the on-screen instructions to install CounterPoint V If the CounterPoint 7.5 Setup program does not detect Perfect Keyboard or Adobe Reader, you may be prompted to install them during this process. Do not restart your computer if you are prompted to do so after each installation. Step 2 Install the current Service Pack Install the current CounterPoint Service Pack to obtain the latest software updates and enhancements. You can download the current Service Pack from the Support area of the CounterPoint website at NOTE: You must be a registered CSS subscriber to access the Support area of the CounterPoint website and download Service Packs. Step 3 Update permanent activation key As a registered CSS subscriber, you are issued a new CounterPoint Permanent Activation Key with each release. You must register V by updating your Permanent key in System > Registration. NOTE: If you do not enter your new key, CounterPoint will only function in demonstration mode.

7 Updating from V or earlier 7 Windows or NetWare network If you are updating CounterPoint on a Windows XP/2000 or NetWare network, complete the following steps: Step 1 Step 2 Step 3 Step 4 Update CounterPoint Install the current Service Pack Update permanent activation key Update the workstations Step 1 Update CounterPoint 1. Make sure that no one is currently logged in to CounterPoint. 2. Insert the CounterPoint CD into your server or a workstation connected to your server to display the launch menu, click Install, and then click CounterPoint Version 7.5. OR Download the 7518WindowsUpdate.exe file from the CounterPoint website at and then double-click the file to extract the necessary components and start the CounterPoint installer. OR You may download the 7518Complete.exe file from to obtain the complete V CD, extract the archive, and then double-click launch.exe to start the CounterPoint installer. 3. Follow the on-screen instructions to install CounterPoint. If the CounterPoint 7.5 Setup program does not detect Perfect Keyboard or Adobe Reader, you may be prompted to install them during this process. Do not restart your computer if you are prompted to do so after each installation. 4. If you updated CounterPoint from CD, click Install from the launch menu to copy updated workstation files to your network. Step 2 Install the current Service Pack Install the current CounterPoint Service Pack to obtain the latest software updates and enhancements. You can download the current Service Pack from the Support area of the CounterPoint website at NOTE: You must be a registered CSS subscriber to access the Support area of the CounterPoint website and download Service Packs. Step 3 Update permanent activation key As a registered CSS subscriber, you are issued a new CounterPoint Permanent Activation Key with each release. You must register V by updating your Permanent key in System > Registration. NOTE: If you do not enter your new key, CounterPoint will only function in demonstration mode.

8 Updating from V or earlier 8 Step 4 Update the workstations To update CounterPoint on each workstation, do the following: 1. From each workstation, browse to the drive you mapped to the top-level directory, and then double-click CPWRKSET.EXE to start the CounterPoint 7.5 Workstation Setup program. 2. Follow the on-screen instructions to install the necessary CounterPoint workstation files. If the CounterPoint 7.5 Workstation Setup program does not detect Perfect Keyboard, Adobe Reader, or BLAST Data Pump, you may be prompted to install them during this process. Do not restart your computer if you are prompted to do so after each installation. Unix/Linux If you are updating CounterPoint on a Unix/Linux system, follow these steps: Step 1 Step 2 Step 3 Update CounterPoint Install the current Service Pack Update permanent activation key Step 1 Update CounterPoint 1. Make sure that no one is currently logged in to CounterPoint. 2. If you do not have a CounterPoint V CD, download the 7518UnixUpdate.zip archive from the CounterPoint website at and then write the files in the archive to CD. 3. Mount your CD and change directories to the mount point. Typically, these commands are: Operating system Open Server Linux Command mount /dev/cd0 /mnt cd /mnt mount /dev/cdrom /mnt cd /mnt 4. Run the install script by typing one of the following commands, and then follow the on-screen prompts to choose the installation directory. Operating system Open Server & Linux Command sh INSTALL.SH 5. When installation is complete, change to a different directory to unmount the CD. Typically, the command is: unmount /mnt

9 Updating from V or earlier 9 Step 2 Install the current Service Pack Install the current CounterPoint Service Pack to obtain the latest software updates and enhancements. You can download the current Service Pack from the Support area of the CounterPoint website at NOTE: You must be a registered CSS subscriber to access the Support area of the CounterPoint website and download Service Packs. Step 3 Update permanent activation key As a registered CSS subscriber, you are issued a new CounterPoint Permanent Activation Key with each release. You must register V by updating your Permanent key in System > Registration. NOTE: If you do not enter your new key, CounterPoint will only function in demonstration mode. Citrix If you are using a Citrix WAN, follow the Windows or NetWare network steps, starting on page 7, to update CounterPoint on your network server and install the latest CounterPoint workstation files on your Citrix server. Windows Terminal Services If you are using a Windows Terminal Services WAN, follow the Windows or NetWare network steps, starting on page 7, to update CounterPoint on your network server and install the latest CounterPoint workstation files on your Terminal Services server.

10 Updating from V or earlier 10 Post-installation steps After you update your existing CounterPoint system to V7.5.18, you must complete the appropriate post-installation steps for ALL of the companies you are currently using. Start at the beginning of the list, and perform all of the steps until you see the STOP HERE message for your version of CounterPoint. If a particular condition does not apply to your system, skip the step. Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11 Step 12 Step 13 Step 14 Step 15 Step 16 Step 17 Step 18 Step 19 Step 20 Step 21 Step 22 Step 23 Step 24 Step 25 Step 26 Step 27 Step 28 Step 29 Step 30 Step 31 Move company data directories and copy files Update password settings & passwords Create new data files Update pre-defined data Update the CounterPoint version in CPOnline Initialize cash receipts transaction file Rebuild inventory summary data Rebuild Merchandise History file Mask credit card numbers in payment history Rebuild Store file (V or earlier) Rebuild Order Entry header file (V7.5.9 or earlier) Encrypt credit card numbers (V7.5.9 or earlier) Initialize cash receipts transaction file (V7.5.9 or earlier) Rebuild inventory summary data (V7.5.9 or earlier) Set up workstations (V7.5.9 or earlier) Update CPWireless files (V7.5.9 or earlier) Upgrade Adobe Reader and Perfect Keyboard (V7.5.9 or earlier) Enable address verification/card identification (V7.5.9 or earlier) Set up draft capture for direct AmEx authorizations (V7.5.9 or earlier) Enable EBT food stamps (V7.5.9 or earlier) Update default color scheme (V7.5.9 or earlier) Rebuild keyword files (V7.5.9 or earlier) Update BLAST Data Pump (V7.5.9 or earlier) Set up deposit slips (V7.5.9 or earlier) Update line item data (V7.5.9 or earlier) Update accounting interface (V7.5.9 or earlier) Update Vital credit card processing (V7.5.9 or earlier) Update CMP/First Data North credit card processing (V7.5.3 or earlier) Update NOVA credit card processing (V7.5.3 or earlier) Update the toolbar (V7.5.3 or earlier) Update Multi-Site (V7.5.1 or earlier)

11 Updating from V or earlier 11 Step 32 Step 33 Step 34 Step 35 Step 36 Step 37 Step 38 Step 39 Step 40 Step 41 Step 42 Step 43 Step 44 Step 45 Step 46 Step 47 Update Modem Server batch file (V7.3.x or earlier) Initialize the Inventory Physical Count file (V or earlier) Update the terminal ID for Paymentech (V or earlier) Rebuild A/R files (V or earlier) Update device codes (V or earlier) Set serial device environment variables (V or earlier) Modify End of Day menu definition (V or earlier) Edit SYNEDC.CFG for the Credit Cards Option (V or earlier) Initialize customer adjustments (V or earlier) Convert Order Entry store number (V or earlier) Customize TERMINFO for non-ansi Unix systems (V or earlier) Age open item customers (V or earlier) Initialize Order Entry files (V or earlier) Recalculate item quantities and unposted balances (V or earlier) Rebuild the Dictionary file (V or earlier) Initialize the Kit Transaction file (V only) Step 1 Move company data directories and copy files Skip this step if you are not updating from V or earlier. If you are updating from V or earlier, do the following: 1. Move the data directories for each Company ID you use including all subdirectories and files from your old top-level directory into the new top-level 7.5 directory using the appropriate commands for your operating system. NOTE: Do not move the DEMO1, DEMO2, TRAIN, and TRAIN2 company directories into your new top-level directory, unless you have modified these companies and you want to retain your changes. On a Windows system, you can right-click each company directory in your old toplevel directory and drag it to the new top-level 7.5 directory. When you drop the directory, you can choose to Copy or Move the data. Select the appropriate option, depending on available disk space and whether you want to be able to view the data using your previous version of CounterPoint. On a Unix system, use the cp70to75 script to move your data. From the top-level 7.5 directory, type cp70to75 and follow the on-screen instructions to specify the old toplevel directory, the Company ID, and whether you want to move or copy the data. 2. If you are using Multi-Site, copy the new REGISTER.HUB file from the Hub to each Satellite. 3. Copy synedc.cfg from your old top-level directory to the new V7.5 top-level directory.

12 Updating from V or earlier 12 Step 2 Update password settings & passwords In V7.5.18, the use of PCI DSS-compliant passwords is no longer optional for merchants who process credit cards. All users must log in to CounterPoint with a unique password that meets the minimum PCI DSS requirements for password length and complexity. Other password settings including the number of days passwords are valid, the number of unique passwords each user must create before re-using a particular password, and the number of unsuccessful login attempts allowed before a user is locked out of CounterPoint must also meet minimum PCI DSS requirements. If you did not previously require passwords or your password settings did not meet the minimum PCI DSS requirements, the first time you start CounterPoint after you update to V7.5.18, the following message appears: Select Yes and press Enter to automatically configure CounterPoint to require passwords and/or update your password settings to meet the minimum PCI DSS requirements. When the update is complete, press ESC to quit CounterPoint, and then restart CounterPoint. You will be prompted to create a new password or change your password to comply with the new password settings. Your new password must be at least seven characters in length and must include letters and numbers. NOTE: Refer to the PCI DSS Compliance Guide for more information about PCI DSScompliant password settings. Also, the next time each user logs in to CounterPoint, the user will be prompted to create a new password or change his or her password to comply with the new password settings. Step 3 Create new data files Initialize new data files using File utilities > Automatic. Specify All applications, and select Optional initialize. Step 4 Update pre-defined data Update pre-defined data using File utilities > Special > System > Update pre-defined data.

13 Updating from V or earlier 13 Step 5 Update the CounterPoint version in CPOnline If you have a CPOnline store, update the CounterPoint version associated with your CPOnline store. You will not be able to transfer information between CounterPoint V and CPOnline until you make this change to your CPOnline store configuration. Follow these steps to revise the version of CounterPoint associated with your CPOnline store: 1. Access your CPOnline Store Administration website using your Web browser, and then selected Store > Company. 2. Select the appropriate version of CounterPoint and click Save. Step 6 Initialize cash receipts transaction file If you are using the Receivables Option, you must initialize the cash receipts transaction file after you update to V Follow these steps to initialize the cash receipts transaction file: 1. Select File Utilities > Customers, and then enter 4 to Initialize files. 2. Select Yes for the Cash receipts trx file and No for all other files. 3. Press Enter at the Field number to change? prompt to initialize the cash receipts transaction file. A message appears to alert you when the initialization process is complete. 4. Press ESC to return to the main menu. NOTE: If you are updating a Multi-Site system, you must initialize the cash receipts transaction file at the Hub and at each Satellite. Step 7 Rebuild inventory summary data If you have inventory summary data on file, rebuild your inventory summary data, using the Build inventory summary utility (Inventory > Utilities > Build inventory summary), after updating to V Your history summary will be inaccurate until you complete this step. NOTE: You should not rebuild inventory summary data if you would prefer to retain your current inventory summary files and you are not using history summary (or you are not concerned about the accuracy of your history summary).

14 Updating from V or earlier 14 Step 8 Rebuild Merchandise History file You must rebuild the Merchandise History file (IMIVHF) before using the software. When you run CounterPoint after updating the software, the following warning message appears: You will be unable to access any CounterPoint functions until you rebuild the Merchandise History file. Follow these steps to rebuild your Merchandise History file: 1. Select File Utilities > Inventory, and then enter 1 to Rebuild a file. 2. Enter 15 to select the Merchandise History file, and then press Enter at the Any change? prompt. 3. Select Yes from the Are you sure? prompt, and then press Enter to rebuild the Merchandise History file. A message appears to alert you when the rebuild process is complete. 4. Press ESC to return to the Rebuild a file screen. 5. Close File Utilities > Inventory. NOTE: If you are using Windows and your Merchandise History file is larger than 2 GB, a message appears instructing you to use Pervasive File Utilities to rebuild the file. NOTE: From the Windows Start menu, select Programs > Pervasive.SQL V8 > Other Utilities > Rebuild to perform the update. If you are updating a Multi-Site system, you must rebuild the Merchandise History file at the Hub as well as each Satellite. Step 9 Mask credit card numbers in payment history To ensure compliance with CISP requirements, follow these steps to mask credit card numbers in Payment History: 1. Select File utilities > Special > Sales History > Mask credit card numbers. 2. Select Yes from the Are you sure you want to do this? prompt, and then press Enter. 3. Select Payment history only, press F1 twice to specify a date range of Earliest to Latest, and then press Enter. NOTE: This process may take some time to complete, depending on the amount of data in payment history. STOP HERE if you are updating from V or V Your CounterPoint system is now updated to V7.5.18! Refer to the current CounterPoint Release Notes for information about the new features in CounterPoint V If you are updating from V or earlier, proceed to the next post-installation step.

15 Updating from V or earlier 15 Step 10 Rebuild Store file You must rebuild your Store file after you update to V If you do not, you will encounter file error 39 on the PSSTRF file throughout CounterPoint. Follow these steps to rebuild your Store file: 1. Select File Utilities > Point of Sale, and then enter 1 to Rebuild a file. 2. Enter 9 to select the Store file, and then press Enter at the Any change? prompt. 3. Select Yes from the Are you sure? prompt, and then press Enter to rebuild the Store file. A message appears to alert you when the rebuild process is complete. 4. Press ESC to return to the Rebuild a file screen. 5. Close File Utilities > Point of Sale. STOP HERE if you are updating from V Your CounterPoint system is now updated to V7.5.18! Refer to the current CounterPoint Release Notes for information about the new features in CounterPoint V If you are updating from V7.5.9 or earlier, proceed to the next post-installation step. Step 11 Rebuild Order Entry header file If you are using Order Entry, you must rebuild your Order Entry header file after you update to V If you do not rebuild the Order Entry header file, you will encounter a file error 39 on the OEHDRF header file throughout CounterPoint. Follow these steps to rebuild your Order Entry header file: 1. Select File Utilities > Order Entry, and then enter 1 to Rebuild a file. 2. Enter 4 to select the Order header file, and then press Enter at Any change? 3. Select Yes from the Are you sure? prompt and press Enter to rebuild the Order Entry header file. A message appears to alert you when the rebuild process is complete. 4. Press ESC to return to the Rebuild a file screen, and then exit File Utilities > Order Entry.

16 Updating from V or earlier 16 Step 12 Encrypt credit card number data If you are processing credit cards, you must encrypt existing credit card number data after you update to V to ensure compliance with CISP requirements. Follow these steps to encrypt existing credit card number data: NOTE: If you are updating a Multi-Site system, you must perform these steps at the Hub and at each Satellite. 1. Select File Utilities > Special > System > Encrypt credit card numbers. 2. Select Yes from the Are you sure you want to do this? prompt and press Enter. 3. Select Yes for each file, and then press Enter at the Field number to change? prompt. 4. Select Yes from the Are you sure? prompt and press Enter to begin the encryption process. CounterPoint displays the number of records processed and updated in each file, and then alerts you when the encryption process is complete. 5. Press ESC to return to the main menu. NOTE: Any existing Point of Sale Activity or Customer files you exported from your previous version of CounterPoint will be incompatible with V You may wish to re-export these files after you complete the update process. Step 13 Initialize cash receipts transactions file If you are using the Receivables Option, you must initialize the cash receipts transaction file after you update to V Follow these steps to initialize the cash receipts transaction file: 1. Select File Utilities > Customers, and then enter 4 to Initialize files. 2. Select Yes for the Cash receipts trx file and No for all other files. 3. Press Enter at the Field number to change? prompt to initialize the cash receipts transaction file. A message appears to alert you when the initialization process is complete. 4. Press ESC to return to the main menu. NOTE: If you are updating a Multi-Site system, you must initialize the cash receipts transaction file at the Hub and at each Satellite. Step 14 Rebuild inventory summary data If you have inventory summary data on file, rebuild your inventory summary data, using the Build inventory summary utility (Inventory > Utilities > Build inventory summary), after updating to V Your history summary will be inaccurate until you complete this step. NOTE: You should not rebuild inventory summary data if you would prefer to retain your current inventory summary files and you are not using history summary (or you are not concerned about the accuracy of your history summary).

17 Updating from V or earlier 17 Step 15 Set up workstations If you are running CounterPoint on a network, follow these steps to install the workstation setup files on the network, if you have not already done so: 1. Insert the CounterPoint CD to display the launch menu. 2. From the launch menu, click Install, and then click Workstation Setup Files to copy an updated set of workstation files to your network, so that you can prepare each workstation to run CounterPoint. Step 16 Update CPWireless files If you are using CPWireless, you must install the updated CPWireless scripts. The CPWireless.zip file located in the \WIRELESS subdirectory of your top-level CounterPoint directory contains the PHP scripts for the CPWireless Web Server application. To install the latest CPWireless scripts, extract CPWireless.zip into the cpwireless directory on your Web server. Step 17 Upgrade Adobe Reader and Perfect Keyboard If you wish, you may upgrade Adobe Reader and Perfect Keyboard to the latest versions, which are included with CounterPoint V Adobe Reader 7.0 loads faster than previous versions, while Perfect Keyboard 6.24 features numerous enhancements. To upgrade Adobe Reader to version 7.0, click Install from the CounterPoint CD launch menu, click Adobe Reader 7.0, and follow the on-screen instructions. To upgrade Perfect Keyboard to version 6.24, follow these steps: 1. If the Perfect Keyboard Pro icon appears in the Windows taskbar, right-click it and select Exit to close Perfect Keyboard. 2. Click Install from the CounterPoint CD launch menu, click Perfect Keyboard, and follow the on-screen instructions to install Perfect Keyboard V Click the Perfect Keyboard Pro icon in the Windows taskbar to start Perfect Keyboard V6.24, and then select Register from the Help menu. 4. Browse to the \PERFKYBD directory on the CounterPoint CD and open the pkreg.txt file in Notepad or another text editor. 5. Copy the User Name and Registration Number from the pkreg.txt file to the Perfect Keyboard Pro Register dialog, and then click OK. Step 18 Enable address verification/card identification If you are processing credit cards under the CounterPoint Merchant Program (CMP) or with a Preferred Processor (i.e., First Data North, Vital, or Paymentech), select the Use AVS and CVV2/CVC2 field in Setup > Point of Sale > Draft capture, and then select the appropriate options to enable address verification and card identification for Visa/Mastercard, AmEx, and Discover transactions. Address verification is only supported for card not present (i.e., non-swiped) transactions, while card identification is only supported for card not present transactions for MOTO and Ecommerce not Retail merchants. Refer to Credit Cards in the CounterPoint Electronic Documentation for more information about enabling address verification and card identification services.

18 Updating from V or earlier 18 Step 19 Set up draft capture for direct AmEx authorizations If you are using CPGateway to process credit card transactions and you would like to authorize AmEx transactions directly through American Express, select Yes from Use AmEx Direct in Setup > Point of Sale > Stores > Draft capture, and then enter your American Express Service Establishment number in the SE-# field. Refer to Credit Cards in the CounterPoint Electronic Documentation for more information about configuring your system to authorize transactions directly with American Express. Step 20 Enable EBT food stamps If you are using CPGateway with Vital or First Data North and you would like to accept EBT food stamps as tender, select Yes from Use EBT? in Setup > Point of Sale > Stores > Draft capture, and then enter your 7-character Food and Consumer Service Identifier in the FCS ID-# field. Refer to Credit Cards in the CounterPoint Electronic Documentation for more information about configure your system to process EBT food stamp transactions. Step 21 Update default color scheme If your colors are changed during installation and you do not like the new colors, you can restore the preset colors (R) using System > Utilities > Color change. Step 22 Rebuild keyword files To take advantage of the removal of duplicate items in keyword lookups and removal of duplicate customers in keyword lookups features, you must rebuild your item and customer keyword files using File Utilities > Special > Inventory > Rebuild item keywords and File Utilities > Special > Customers > Rebuild customer keywords. NOTE: Depending on the size of your item and customer files, these functions may take considerable time to complete. You may want to perform this step after you have finished all other post-installation steps. Step 23 Update BLAST Data Pump Version 11.2 of BLAST Data Pump includes built-in Internet polling under Windows. If you are using an earlier version and you would like to take advantage of this feature, follow these steps to install the latest version: 1. Insert the CounterPoint CD to display the launch menu. 2. From the launch menu, click Install, and then click BLAST Data Pump to begin the installation. 3. Follow the on-screen instructions to complete the installation. 4. When the installation is finished, start CounterPoint, select System > Registration, and then press Enter at Field number to change? to register the latest version of BLAST Data Pump. Refer to Multi-Site Notes in the CounterPoint Electronic Documentation for more information about Internet polling.

19 Updating from V or earlier 19 Step 24 Set up deposit slips If you have been printing deposit slips for cash receipts, you must re-configure your deposit slips using the information you recorded in Step 5 Record deposit slip configuration of the Pre-installation steps on page 4. Follow these steps to set up your deposit slips: 1. In Setup > Point of Sale > Stores > Stores, select the appropriate Store number, and then proceed to the End of day reports screen. 2. Select Daily payment listing and press F2 to change the report parameters. 3. Select Yes from Print deposit slip? to display the Deposit Slip Information window, and then define the account numbers and pay codes for each deposit slip. Step 25 Update line item data If you have open tickets or orders on file, the first time you access orders or tickets, you will be prompted to convert line item data to the current format. You MUST complete this conversion process by selecting Yes when prompted. You will only be prompted to convert line item data once. Step 26 Update accounting interface The Basic Accounting Option is available for Single-Site, Multi-Site Hub, or Starter Edition configurations. BA is not available for Multi-Site Remote sites. If you are using Multi-Site and you have upgraded from a third-party accounting system to the Basic Accounting Option, make sure that you do NOT have a third-party accounting interface defined at any of your Remote sites. To do this, select Setup > Accounting > Interface and make sure that your Accounting system is set to None.

20 Updating from V or earlier 20 Step 27 Update Vital credit card processing If you are updating from V7.5.9 or earlier and you are using Vital (VisaNet) for credit card processing (and you have not already converted to the new Vital software delivered in the November 2002 Service Pack), follow these steps: Set up check (MICR) readers Skip this step if you are not processing checks using a check (MICR) reader. Certegy If you are using Certegy and you have specified a Manufacturer of Other for your check reader in Setup > Point of Sale > Device codes, set the Format field to Equifax and program your check reader (using the manufacturer s instructions) to match Certegy s TAC format: T<routingnumber>A<accountnumber>C<checknumber> TAC format is pre-defined for popular MICR readers: Manufacturer (Model) Format setting MagTek (Mini/Maxi) Format #3800 If you are using Certegy and you have specified a Manufacturer of IBM SureMark series or Epson TM series, then set the Format field to Equifax. TeleCheck If you are using TeleCheck and you have specified a Manufacturer of Other for your check reader in Setup > Point of Sale > Device codes, set the Format field to TOAD and program your check reader (using manufacturer s instructions) to match TeleCheck's TOAD format: T<routingnumber>T<accountnumber>O<checknumber> TOAD format is pre-defined for popular MICR readers: Manufacturer (Model) Format setting MagTek (Mini/Maxi) Format #0002 If you are using TeleCheck and you have specified a Manufacturer of IBM SureMark series or Epson TM series, then set the Format field to TOAD.

21 Updating from V or earlier 21 Edit the SYNEDC.CFG file Add or modify the following parameters in your SYNEDC.CFG file to support new features: Checks If you are processing checks with Certegy, set the CK parameter to specify Certegy East (CKE) or Certegy West (CKW), for example: \CKE\ If you are processing checks with TeleCheck, no CK parameter is required. The RI (Receiving Institution) parameter specifies the institution to which check authorization requests will be routed. You do not need to specify a value for the RI parameter unless your bank/processor instructs you to do so. If no RI parameter is specified, the following default values are used: TeleCheck Certegy East Certegy West \RI861400\ \RI894400\ \RI894300\ Debit cards If you are processing debit cards, you must set the following parameters. Your bank must provide the required information. MA SG ME RA Merchant ABA 9-digit number Sharing group 1 to 30 characters to identify debit networks Merchant settlement agent number 4 digits Reimbursement attribute 1 character (default value is Z for Standard Interlink Merchant). MOTO and Ecommerce If you are processing as a MOTO or Ecommerce (not Retail) merchant, you can use the MP parameter to print your customer service phone number on your shoppers credit card statements. The phone number may be up to 13 characters, as shown in the following example: \MP \

22 Updating from V or earlier 22 Set up PIN pads Skip this step if you are not using PIN pads for debit cards. Both ATM-type debit cards and Visa/MasterCard check/debit cards are supported. Debit transactions require a swiped card, an entered PIN (using a PIN pad), and an electronic authorization (no voice authorizations). Supported PIN pads include VeriFone 1000 (PIN pad only) and the VeriFone 2000 (PIN pad with card swipe). Debit card swipes must be programmed for Track 2. (Vital doesn t support Track 1). PIN pads must be injected ( programmed ) with encryption information prior to use. Your bank (or credit card processing company) may be able to handle this for you. You may wish to arrange for PIN pad injection directly with Vital Merchant Services. Vital charges for this service typically the charge is billed directly to the merchant via the bank (credit card processing company). The Vital Merchant Service Encryption Department may be contacted at: Vital Merchant Services Attn: Encryption Department 1534 North Market Boulevard Sacramento, CA Fax: (916) Tel: (800) x3003 or x3018 Port communication parameters (1200,7,E,1) must be set either externally in Windows or by a MODE command. On the VeriFone 1000, only the baud rate can be changed. Define the card reader and PIN pad using Setup > Point of Sale > Device codes: Card readers Type Parameters Enable Disable Preamble Postamble Clear Manufacturer Prompts? Swipe prompt Idle prompt Serial 12,7,E,1 None None None 03 (any 2-digit hex value, but an entry is required for serial devices) None VeriFone Y SWIPE CARD NOW (or enter your own message) THANK YOU (or enter your own message)

23 Updating from V or earlier 23 PIN pads Type Parameters Enable Disable Preamble Postamble Clear Manufacturer PIN prompt Amount prompt Idle prompt Cryptogram Master key Serial 12,7,E,1 None None None 03 (any 2-digit hex value, but an entry is required for serial devices) None VeriFone ENTER PIN NOW (or enter your own message) AMT $ (or enter your own message) THANK YOU (or enter your own message) blank for DUKPT (Not applicable) for DUKPT When requesting the PIN, the PIN pad displays the PIN prompt and the Amount prompt alternately every few seconds until the user enters the PIN number, after which the PIN pad displays asterisks. The CounterPoint device test allows you to display the correct messages and simulate PIN entry with a user entered account number and a dummy amount. The encrypted PIN block is displayed on the screen for verification purposes. Set up draft capture Use Setup > Point of Sale > Stores > Draft capture to update your draft capture configuration, as appropriate. Specify the appropriate industry in Industry type, and use the following table as a guide to completing Use AVS and CVV2/CVC2? and Require P.O. # for purch cards?: Retail Mail-order/ Telephone-order Ecommerce You will obtain the best rate when the card is swiped. Enable address verification to ensure that address information is provided and a better rate is used for manual transactions in cases where the card is not swiped because of a bad card, or the card reader is not functioning, or this is a mail or telephone order. (CVV2/CVC2 is not available for Retail merchants.) If you accept Purchasing cards, ensure that you have answered Require P.O. # for purch cards so that purchase card transactions are not downgraded. Enable address verification (AVS and/or AAV) and CVV2/CVC2/CID for the card types you accept. Enable address verification (AVS and/or AAV) and CVV2/CVC2/CID for the card types you accept. If you are processing American Express cards, change the Phn and Terminal-ID fields (on the second screen) to match the values you used for Visa/MasterCard.

24 Updating from V or earlier 24 Checks with Certegy If you are processing checks with Certegy, change the Terminal-ID for your Checks pay code to the following format, where BBBBBB is your 6-digit Vital BIN# and CCCCCC is the last five digits of your 10-digit Certegy Station Number, followed by seven zeroes: BBBBBBCCCCC Have your Certegy service rep associate your BIN# with your Certegy Station Number as described in Credit Cards in the CounterPoint Electronic Documentation. You will not be able to process checks until Certegy completes this step. Once this change is made, you will only be able to authorize checks through Vital (not directly through split dial ). Checks with TeleCheck If you are processing checks with TeleCheck, use the following table to translate your 8- digit TeleCheck Subscriber Number (your TeleCheck account number) to an 18-digit Terminal-ID in the following format: BBBBBB0PPPTTTTTT00 BBBBBB 0 PPP TTTTTT 00 Your 6-digit Vital Bin# NOTE: One zero (0) Use the first two digits of your 8-digit TeleCheck Subscriber Number to find the corresponding 3-digit prefix (PPP): Last six digits of your 8-digit TeleCheck Subscriber Number (TeleCheck account number) Two zeroes (00) First two digits 3-Digit PPP If you were processing using an earlier version of WINVIS, your 8-digit Subscriber Number appeared in the Terminal-ID for the Checks pay code, typically with a prefix of B.000 or B.RM0. STOP HERE if you are updating from V7.5.4 through V Your CounterPoint system is now updated to V7.5.18! Refer to the current CounterPoint Release Notes for information about the new features in CounterPoint V If you are updating from V7.5.3 or earlier, proceed to the next post-installation step.

25 Updating from V or earlier 25 Step 28 Update First Data North credit card processing If you are updating from V7.5.3 or earlier and you are using First Data North for credit card processing (and you have not already converted to the new First Data North software delivered in the July 2002 Service Pack), complete these steps: Edit the SYNEDC.CFG file If it exists, remove the following parameter from your SYNEDC.CFG file, as it is no longer necessary: \CM7E1\ (remove this) American Express transactions will be routed through First Data North, regardless of the \AXP\ setting in SYNEDC.CFG. While it is not necessary to remove the \AXP\ parameter from SYNEDC.CFG if it exists, you may remove it if you wish. You may choose to provide your service phone number to be printed on customers monthly credit card statements by using the MP parameter. For example: \MP \ If you are processing checks with Certegy, change SYNEDC.CFG to include: \CKE\ Set up check (MICR) readers Skip this step if you are not processing checks or you are not using a check (MICR) reader. If you have defined your check reader as IBM SureMark Series or Epson TM series (in the Manufacturer field in Setup > Point of Sale > Device codes), set the Format field to FDMS North TeleCheck or FDMS North Equifax. No additional configuration is required for the MICR reader. If you are using First Data North for credit card processing and Certegy for check processing and you have defined your check reader manufacturer as Other, program your check reader (using the instructions supplied by the manufacturer) to match the format required by First Data. The required format is: <routingnumber>t<accountnumber>a<checknumber> According to First Data North, these formats are pre-defined for a number of popular MICR readers: Manufacturer (Model) Format setting IVI (MR1000) Format #16 MagTek (Mini/Maxi) Format #1118 Checkmate (CMR400M) FDMS VeriFone Printer If you are using First Data North for credit card processing and TeleCheck for check processing and you have defined your check reader manufacturer as Other, program your check reader (using the instructions supplied by the manufacturer) to match the format required by First Data North. The required format is: <transit><accountnumber>