Summary of Server Installation

Transcription

1 Summary of Server Installation In the following exercises, these are the steps that you will perform to install Offline V2 on a server: Exercise 1 Step 1. Step 2. Step 3. Verify Hardware Requirements Before Installing Prerequisites Install Prerequisites Exercise 2 Step 4. Step 5. Install and Deploy Multi-Site Install CounterPoint and Build Company Data Exercise 3 Step 6. Step 7. Install Radiant Synchronization Service Provision the Database for Offline Use Exercise 4 Step 8. Select Stores Managed by Server Exercise 1 starts on the next page. Offline Ticket Entry V2 1 Exercise Handbook: Server Exercises

2 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 2003 with SP1 or Windows XP with SP2 is installed. Check that the processor is at least a Pentium 4 with 2GHz speed. Check that the system has at least 2 GB of RAM. If the server is using Windows XP, ensure that Simple File Sharing is disabled. In the Windows Control Panel, select Folder Options. Switch to the View tab. If necessary, clear the check box for Use simple file sharing. Offline Ticket Entry V2 2 Exercise Handbook: Exercise 1

3 Ensure that Windows networking is enabled on the server. In the Windows Control Panel, select Network Connections. Then right-click Local Area Connection and select Properties. If necessary, install Client for Microsoft Networks and Internet Protocol (TCP/IP). 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 XP with SP2 is installed. Check that the processor is at least a Pentium 4 with 1.6GHz speed. Check that the system has at least 1 GB of RAM. Ensure that Simple File Sharing is disabled on each workstation. In the Windows Control Panel, select Folder Options. Switch to the View tab. If necessary, clear the check box for Use simple file sharing. Offline Ticket Entry V2 3 Exercise Handbook: Exercise 1

4 2. Before Installing Prerequisites on the Server Verify that CounterPoint SQL is at least at Version with April 21 Service Pack or more current. Start CounterPoint and select System / Views / Environment Settings. Product version should show Apr21 (or a later date or version). If it doesn t, either install the V8.3.7 service pack or upgrade to a more current version of CounterPoint. When complete, use Windows Explorer to navigate to the CounterPoint top-level directory and expand it. Notice that the directory named OfflineFiles has been added. Expand this directory to see the files that were placed in this directory. Copy CPSQLPrereqs.exe from the CounterPoint Version DVD or download the file from the CounterPoint website. Place the file in the OfflineFiles directory on the server (create the directory if it doesn t yet exist). In class: Copy CPSQLPrereqs.exe from the Offline V2 Class folder on the CounterPoint SQL MS Training CD and place it in the OfflineFiles directory below the top-level CounterPoint directory. Offline Ticket Entry V2 4 Exercise Handbook: Exercise 1

5 Use the SQL Server Configuration Manager to disable the Shared Memory protocol. In class: Select Start / Programs / Microsoft SQL Server 2005 / Configuration Tools / SQL Server Configuration Manager. Under SQL Server Configuration Manager (local), select SQL Native Client Configuration / Client Protocols. Shared Memory should show a setting of Disabled. If it doesn t, right-click Shared Memory and select Disable. Use the SQL Server Surface Area Configuration function to configure your SQL server to allow remote connections using both TCP/IP and Named Pipes. In class: Select Start / Programs / Microsoft SQL Server 2005 / Configuration Tools / SQL Server Surface Area Configuration. Double-click Surface Area Configuration for Services and Connections Offline Ticket Entry V2 5 Exercise Handbook: Exercise 1

6 If necessary, expand MSSQLSERVER and Database Engine. Select Remote Connections under Database Engine. Below Local and remote connections, ensure that Using both TCP/IP and Named Pipes is selected. Stop and restart the SQL Server service. In Windows Control Panel, select Administrative Tools and then select 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. Offline Ticket Entry V2 6 Exercise Handbook: Exercise 1

7 3. Install Prerequisites on Server Login as a Windows user with administrative rights. Navigate to the OfflineFiles directory below the top-level CounterPoint directory and run CPSQLPrereqs.exe. Select Site Server. This message appears if MSSQL or MSDE 2000 is still installed on the server. You must either upgrade or remove the older version of MSSQL before you can run CPSQLPrereqs.exe. Click at the Welcome screen and again at the Start Installation screen. Optional SSE install If MSSQL or SSE 2005 isn t already installed on the server, you can choose to install SSE during the prerequisites installation. If you choose to install it, when the prerequisites installation completes and you ve restarted the server, convert your CounterPoint database by executing the mssql2005conversion.sql script and Offline Ticket Entry V2 7 Exercise Handbook: Exercise 1

8 configure the SQL server to disable shared memory and to allow remote connections, as described earlier in this exercise..net Framework 3.0 is installed if the system doesn t already have it installed. Other components (SQL Native Client, SQL Server Management Objects, and SQLXML4) are also installed and configured if they are not already present on the system. After all missing prerequisites have been installed, click to exit the installation. This process will take approximately 15 minutes if all components must be installed. Restart the server if any prerequisite components were installed. STOP HERE End of Exercise 1 Offline Ticket Entry V2 8 Exercise Handbook: Exercise 1

9 Exercise 2: Deploy/Install CounterPoint and Build CounterPoint Data 4. Install and Deploy Multi-Site If you will also be using the Multi-Site configuration of CounterPoint across your servers, 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. In class: 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. Register the Offline V2 Option If necessary, purchase the Offline V2 Option. Copy the CounterPoint Registration.hub file to the CPSQLPackages\ServerFiles directory on the server before you execute the InstallServers.bat deployment file. In class: On the REMOTE1 server, start CounterPoint and login as MGR2 with workgroup 2 (the wi EAST store and location). Select Setup / System / Registration. Click the check box twice for the Offline Ticket Entry Option so that it is disabled. Offline Ticket Entry V2 9 Exercise Handbook: Exercise 2

10 Build Store, Station, and Menu Code Data for Offline V2 On the REMOTE1 server, select Setup / Point of Sale / Stores and display the EAST store. Switch to the OfflineV2 tab. Enable all of the options to make the corresponding functions available to the offline workstations for this store. On the REMOTE1 server, select Setup / Point of Sale / Stations and display station 1 for the EAST store. Switch to the Offline V2 tab. Select to always autoassign numbers for each type of document for the offline workstation. You can allow users to manually enter their own document numbers if you leave a check box blank. Offline Ticket Entry V2 10 Exercise Handbook: Exercise 2

11 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 to a menu selection while in offline mode, clear the Allow offline check box. Save SQL user password Since Data Xtend replication requires use of SQL authentication for your database, your CounterPoint company s connection string should automatically be created with a SQL user ID. Use the CounterPoint System Configuration Utility to edit the connection string for your database. Enter the SQL user s password and enable Allow saving password to save it. In class: On the REMOTE1 server, select Start / Programs / CounterPoint SQL / System Configuration Utility. Select Companies. In the Company Names dialog, click the far right side of the Connection String for DemoHub. When the ellipsis button appears, click it. In the Data Link Properties dialog, below the sa user name, if necessary, enter CounterPoint8 (case-sensitive) as the password and enable the check box for Allow saving password. Click OK when finished and exit the function. Stop replication Stop replication on the server before installing the RadSync service by typing pdre stop at a command prompt. In class: Exit to a command prompt and type pdre stop. Offline Ticket Entry V2 11 Exercise Handbook: Exercise 2

12 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.). You will need to have the data built before selecting to provision the database on the server during the installation of the Radiant Synchronization Services. Refer to your CounterPoint training materials or documentation for instructions. In class: Since we are using the Multi-Site configuration in class, skip this step. Build Store, Station, and Menu Code Data for Offline V2 Enable the offline activities you will allow for your stores and in menu codes, and force document numbers to be auto-assigned for the offline stations. Refer to the directions provided above. In class: Since we are using the Multi-Site configuration in class, skip this step. Register the Offline V2 Option If necessary, purchase the Offline V2 Option. Copy the CounterPoint Registration.ini to the top-level CounterPoint directory on your server. In class: Since we are using the Multi-Site configuration in class, skip this step. Save SQL user password If you are using SQL authentication for your CounterPoint database, use the CounterPoint System Configuration Utility to edit the database s connection string. Enter the SQL user s password and enable Allow saving password to save it. In class: Since we are using the Multi-Site configuration in class, skip this step. STOP HERE End of Exercise 2 Offline Ticket Entry V2 12 Exercise Handbook: Exercise 2

13 Exercise 3: Install Radiant Synchronization Service and Provision Database 6. Install Radiant Synchronization Service Open port 1968 to allow Radiant Synchronization Service to communicate with offline workstations. (See appendix to configure for a different port.) In class: Since we are not using a firewall in class, skip this step. Navigate to <top-level CP> / Offline Files and run RadSyncInstall.exe. In class: On REMOTE1, use Windows Explorer to navigate to C:\CounterPoint \ OfflineFiles. Double-click RadSyncInstall.exe. Click at the Welcome screen. You re asked for the name of your CounterPoint top-level directory. The directory where you last installed CounterPoint on this system displays by default. The SYNC directory will be created below the directory you provide here. Most of the Offline V2 processing files will reside in the SYNC directory. Offline Ticket Entry V2 13 Exercise Handbook: Exercise 3

14 On the Database Alias screen, your database name should appear as the default name. For the Start Menu Program Group, your existing CounterPoint program group name appears as the default. The Radiant Management Console and Radiant Log View functions will be added to the program group you identify here. Click to start the installation of the Radiant Synchronization service. Offline Ticket Entry V2 14 Exercise Handbook: Exercise 3

15 This message appears if you are using SQL authentication in the CounterPoint connection string for the company, and you have neglected to enter and save the SQL user password. You are then requested to supply a SQL user ID and password. For V8.3.8, the user must have the db_creator server role. For V8.3.7, this user must have db_owner permission to modify the CounterPoint database, as well as have the db_creator server role. In class: sa appears because it was created as the SQL user of our database during Multi-Site deployment. Enter CounterPoint8 as the password. If cpsql initially displays (because it was the default used during Multi-Site deployment), this user has db_owner permission to the database but does not have the db_creator server role. In that case, you will either need to change the user ID and password to that of a SQL user with the appropriate permissions/ roles, or you will need to change the server role of the cpsql user before starting the Rad Sync installation. You are given the opportunity to go back to re-enter the SQL user ID and password before continuing. Offline Ticket Entry V2 15 Exercise Handbook: Exercise 3

16 When the RadSync service has completed installing, you can choose to provision the site server s database. You might choose to skip provisioning if your server would be burdened by running the provision at this time. You can choose to provision in the Management Console at a later time. In class: Select to Provision Site Controller. 7. Provision the Database for Offline Use At the end of the RadSync installation, if you enabled the Provision Site Controller check box, the Provision Database window appears. If necessary, change the Configuration File path to reflect your top-level CounterPoint directory. Identify your database name and the ID and password of a SQL user who has a db_creator or sys_admin server role. In class: The default Configuration File path and Top Level Directory should be accurate. Select the DemoHub database for the Company Alias. Enter sa as the SQL User and a password of CounterPoint8. Offline Ticket Entry V2 16 Exercise Handbook: Exercise 3

17 A progress bar appears as provisioning runs. Provisioning will take minutes, regardless of the database size. A message appears when the provision process finishes. In class: After provisioning has finished, open Windows Explorer and navigate to the CounterPoint \ Sync directory. If necessary, switch to a Details view and then click the Type column heading to sort the list by type. Notice the file folders and different types of files that were added during the RadSync installation. Double-click the Scripts file folder and look at the contents. The contents of this folder were created by provisioning the server s database. STOP HERE End of Exercise 3 Offline Ticket Entry V2 17 Exercise Handbook: Exercise 3

18 Exercise 4: Select Stores Managed by Server 8. Select Stores Managed by Server Select Start / CounterPoint SQL / Radiant Management Console to open the Radiant Management Console. The management console is currently connected to the FirstSite server from its last use during Multi-Site deployment. Click. From the Server History window, click to connect to a new server. Enter the hostname or IP address of the server, and the RadSync service port. Enter the ID and password of a CounterPoint user who has authority to access the management console. In class: Enter REMOTE1 as the Host and 1968 as the port. Enter MGR2 as the user and leave the password blank. Offline Ticket Entry V2 18 Exercise Handbook: Exercise 4

19 Select Tools / Stores. Select each store whose offline workstations will be managed by this server. Data will be synchronized between the server and offline workstations for the stores you select. On a WAN or LAN, select all stores that have offline workstations. On a Multi-Site server, select just the store associated with that server s site. In class: Select East Store, since this is the store where the REMOTE1 server and its workstations are located. After the stores are selected, the store appears in the Object Explorer. Notice that the status bar at the bottom shows 2 servers, 1 Store, and 1 Workstation. Offline Ticket Entry V2 19 Exercise Handbook: Exercise 4

20 Expand the EAST store in the Object Explorer and select 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, after installing the RadSync service on it. STOP HERE End of Exercise 4 Offline Ticket Entry V2 20 Exercise Handbook: Exercise 4

21 Summary of Workstation Installation In the following exercises, these are the steps that you will perform to install Offline V2 on a workstation: Exercise 5 Step 9. Remove Offline Ticket Entry V1 Exercise 6 Step 10. Step 11. Before Installing Prerequisites (WAN) Install Prerequisites Exercise 7 Step 12. Step 13. Install CounterPoint, Offline V2, and Radiant Synchronization Service Register the Offline Workstation Exercise 8 Step 14. Initialize the Offline Database Exercise 9 Use Offline Ticket Entry and View Data Synchronization Exercise 5 starts on the next page. Offline Ticket Entry V2 21 Exercise Handbook: Workstation Exercises

22 Exercise 5: Removing Offline Ticket Entry V1 9. Remove Offline Ticket Entry V1 Ensure no one is using Offline Ticket Entry on the offline workstation. Force replication between the workstation and its server. In class: Skip this exercise, since Offline Ticket Entry V1 is not installed on the OFFLINE1 system. Select Start / DataXtend / Remote Edition / Controller on the OFFLINE1 system. Select Actions / Initiate Replication from the menu bar. Click near the bottom of the Initiate Replication window. Select REMOTE1 in the Sites list and click to force replication with the REMOTE1 server. This ensures that all offline data changes are pushed to the server before you condemn the database. Offline Ticket Entry V2 22 Exercise Handbook: Exercise 5

23 After replication has completed, condemn the offline workstation s database at the server. Condemning the database will remove it from the replication network. Select Start / DataXtend / Remote Edition / Administrator on the REMOTE1 server. Log n to the Administrator as ADMIN with a password of password. Select OFFLINE1 from the list of sites. Then enable the check box for Condemn Site. You will be asked to confirm that you want to deactivate and remove the database from the replication network. The database for OFFLINE1 will be removed from replication immediately on the REMOTE1 server. Other sites, including OFFLINE1, will recognize that it has been condemned after the next replication. Offline Ticket Entry V2 23 Exercise Handbook: Exercise 5

24 Force replication with the OFFLINE1 system to ensure that it becomes aware that its database is condemned. Select Start / DataXtend / Remote Edition / Controller on the REMOTE1 system. Select Actions / Initiate Replication from the menu bar. Click Click and select OFFLINE1 in the Sites list. to force replication with OFFLINE1. On the offline workstation, use SQL Server Management Studio to delete the database. In Windows Explorer, delete the top-level CounterPoint folder on the offline workstation. Also delete the CPSQLPackages directory and its sub-directories from the offline workstation. STOP HERE End of Exercise 5 Offline Ticket Entry V2 24 Exercise Handbook: Exercise 5

25 Exercise 6: Installing Prerequisites on Workstation 10. Before Installing Prerequisites (WAN) Copy or deliver the server s top-level CounterPoint directory to a computer that s accessible by all offline workstations or to the local drive of each workstation. In class: Skip this step since we are running on a local area network in class. 11. Install Prerequisites On the offline workstation, browse to the CounterPoint \ OfflineFiles directory on the server and run CPSQLPrereqs.exe. In class: Browse to the CounterPoint \ OfflineFiles directory on REMOTE1 and double-click CPSQLPrereqs.exe. Select Offline POS. Offline Ticket Entry V2 25 Exercise Handbook: Exercise 6

26 This message appears if MSDE is installed on the workstation. Click uninstalled. to allow it to be automatically Uninstalling it will delete any SQL databases on the system. Click Cancel if you want to first copy the databases so they can be attached to the MSSQL/SSE 2005 engine after it is installed. If you must still use MSDE with other applications, you can install a different named instance of MSDE after deploying Offline V2. In class: You will not see this message on the OFFLINE1 system, as MSDE is not currently installed on it. This message appears if DXRE is installed on the workstation. DXRE would be present if the workstation had previously used Offline Ticket Entry V1. Click uninstalled. to allow it to be automatically In class: You will not see this message on the OFFLINE1 systems, as DXRE is not currently installed on it. Click screen. at the Welcome Offline Ticket Entry V2 26 Exercise Handbook: Exercise 6

27 MSSQL/SSE 2005 must be present as the default instance on an offline workstation. If a default instance of MSSQL/SSE 2005 is not found on the workstation, you have the option to install SSE 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 will not see this message on the OFFLINE1 system, as SSE is already installed on it. Click at the Start Installation screen. This displays if you selected to uninstall MSDE. This displays if you selected to uninstall DXRE. Offline Ticket Entry V2 27 Exercise Handbook: Exercise 6

28 .NET Framework 3.0 is installed if it s not already installed on the system. The components of.net Framework 3.0 are configured. This screen appears if you selected to install SSE. Several other screens also appear during the installation of SSE. All components of SSE are installed, including: - Backward Compatibility - Management Studio Express The additional Offline V2 prerequisites then continue to install. This screen appears as the SQL Native Client is configured. SQL Server Management Objects is then configured. Offline Ticket Entry V2 28 Exercise Handbook: Exercise 6

29 SQLXML4 is the last prerequisite to be configured. After all prerequisites are installed, click. The prerequisite installation will take anywhere from minutes, depending on which components are uninstalled and installed. You must restart the workstation if any prerequisite components were installed. After installing MSSQL/SSE 2005 on the offline workstation, use SQL Server Management Studio to change the password to CPOffline8 for the SQL user cpsql, if the user exists. (Do not set up the user if it is not already present.) In class: The SQL user cpsql does not already exist on the OFFLINE1 workstation, so it is not necessary to change the user s password. If the user did exist, in the Object Explorer, expand Security Logins and right-click cpsql. Select Properties and enter CPOffline8 at both Password and Confirm password. (CPOffine8 is case-sensitive.) STOP HERE End of Exercise 6 Offline Ticket Entry V2 29 Exercise Handbook: Exercise 6

30 Exercise 7: Installing CounterPoint, Offline V2, RadSync, and Registering the Workstation 12. Install CounterPoint, Offline V2, and Radiant Synchronization Service Running the OfflineInstall.exe program on a workstation will install CounterPoint for use when the workstation is online with the server, as well as when it needs to run offline. It also creates the offline database ( CPOffline ) and installs the RadSync service. Navigate to the directory that contains OfflineInstall.exe and execute it. In class: On the OFFLINE1 workstation, navigate to the OfflineFiles directory on REMOTE1 and double-click OfflineInstall.exe. Click screen. at the Welcome Enter or browse to the top-level CounterPoint directory on the workstation s server. This is the directory from which WorkstationSetup.exe will be run and the CounterPoint top-level files will be copied to the workstation s CPOffline directory. In class: Use CounterPoint on the REMOTE1 server. Offline Ticket Entry V2 30 Exercise Handbook: Exercise 7

31 Identify a program group to which the new Offline selection will be added. Click at the Start Installation screen. WorkstationSetup.exe is then executed to set up the workstation to run CounterPoint when connected to the server. Click screen. at the Welcome Select the components to install on the workstation. The Radiant Management Console and Log Viewer will be installed if you select Utilities. (These components are also on the server.) In class: Select to install Program Files and Utilities. Offline Ticket Entry V2 31 Exercise Handbook: Exercise 7

32 Identify the directory where the online workstation files will be installed. Select the program group where the CounterPoint online selections will be added. If asked to install Adobe Reader, select to skip installing it. You can install it separately after the Offline install is completed. Click at the Start Installation screen. Offline Ticket Entry V2 32 Exercise Handbook: Exercise 7

33 A progress indicator appears during the workstation install. When the workstation install is finished, select to create a shortcut on the desktop. The shortcut will allow you to run CounterPoint when online with the server. You can select to view Release Notes if you want to see the new features added to the most current CounterPoint version. When you see the message that the schema is being applied to the database, the CPOffline offline database is being created. The CounterPoint top-level files are then copied from the server s top-level directory to the CPOffline directory on the workstation. Offline Ticket Entry V2 33 Exercise Handbook: Exercise 7

34 Click when the offline installation completes. The Radiant Synchronization Service installation then starts. Click screen. at the Welcome Select the program group where the RadSync selections will be added. Offline Ticket Entry V2 34 Exercise Handbook: Exercise 7

35 Click at the Start Installation screen. Click when the RadSync installation completes. 13. Register the Offline Workstation The Connection to Site Server dialog then appears in the top left corner. The workstation needs to connect to the server in order to register with it. Enter the Host Name or IP address of the server where provisioning was done for this store, and the port being used for the RadSync service. Click server. to connect to the In class: Enter REMOTE1 as the Host and leave the Port as Offline Ticket Entry V2 35 Exercise Handbook: Exercise 7

36 Select the store and workstation for that store to identify this offline workstation. The workstations defined in CounterPoint for the store are available for selection. 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. If you are registering several workstations at the same time, do not enable Initialize now. Instead, use the Radiant Management Console and initialize the workstations databases by selecting Rebuild POS. Click when completed. In class: Register as Station 1 for the East Store. Do NOT select the Initialize Now check box. You will use the Radiant Management Console to do this instead. A confirmation message appears after the registration is complete. 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. STOP HERE End of Exercise 7 Offline Ticket Entry V2 36 Exercise Handbook: Exercise 7

37 Exercise 8: Initialize the Offline Database 14. 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 Synchronize / Rebuild POS function in the Radiant Management Console. Initializing using Radiant Management Console Start the Radiant Management Console on either the server or offline workstation by selecting Start / Programs / CounterPoint SQL / Radiant Management Console. Click. Enter the host name or IP address and port of the server that the workstation is registered with. Specify a user and password in CounterPoint who has authority to access Management Console. In class: Start Management Console on the Offline workstation, and enter REMOTE1 at Host and 1968 at Port to connect to the Remote1 server. For authentication, enter MGR2 as the user and leave the password blank. Offline Ticket Entry V2 37 Exercise Handbook: Exercise 8

38 In the Object Explorer, expand the server to see the stores managed by the server and workstations registered for each store and server. In class: Expand REMOTE1 and the EAST store to see workstation 1. Click workstation 1 to view the registration information on the Summary tab. To initialize the offline databases for all workstations for a store, click the store name in the Object Explorer and then select Synchronize / Rebuild POS from the menu bar. You ll be asked to confirm that you want to rebuild all workstations for the store. After a delay while the configuration package is prepared, a message appears indicating that all workstations for the store will be updated on the next connection. In class: Click the EAST store in the Object Explorer and then run Synchronize / Rebuild POS. Offline Ticket Entry V2 38 Exercise Handbook: Exercise 8

39 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 Packages tab for the workstation, you can see the status of the package as it starts with Delivery Pending and then changes to Delivered and then Processed. In class: Click workstation 1 in the Object Explorer and switch to the Packages tab. Click the Refresh button on the toolbar 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. If you see a Tickets package appear, it was produced on the offline workstation as Customer records were imported from the Configuration package and triggers fired to indicate that these are new records in the offline database. Offline Ticket Entry V2 39 Exercise Handbook: Exercise 8

40 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 / Programs / CounterPoint SQL / CounterPoint SQL Offline. In class: 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. Exit from the software when you are done. STOP HERE End of Exercise 8 Offline Ticket Entry V2 40 Exercise Handbook: Exercise 8

41 Managing Offline Ticket Entry In the following exercise, you will view data synchronization occurring between an offline workstation and the site server. Exercise 9 Use Offline Ticket Entry and View Data Synchronization Exercise 9 starts on the next page. Offline Ticket Entry V2 41 Exercise Handbook

42 Offline Ticket Entry V2 42 Exercise Handbook

43 Exercise 9: Use Offline Ticket Entry and View Data Synchronization (in-class exercise) Prepare to View Data Synchronization Open windows now for the various directories and functions that will allow you view data synchronization later in the exercise. On the Offline workstation, double-click My Computer and navigate to the C:\CPOffline \ Sync \ Outbox directory. You may already see one Tickets package there that was produced when customer records were imported from the original Configuration package that was received from the server. On the Offline workstation, double-click the Services Status icon in the tray so that the CounterPoint Services Status window opens. If necessary, click to expand the Data Status information. 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. Offline Ticket Entry V2 43 Exercise Handbook: Exercise 9

44 On the Remote1 server, navigate to the Processed directory. There is probably already one Tickets package there that is already processed (This is the same Tickets package that you saw in the Outbox on the Offline workstation.) Use Offline Ticket Entry On the Offline workstation, start CounterPoint in offline mode by clicking on the desktop or by selecting Start / Programs / CounterPoint SQL / CounterPoint SQL Offline. 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. When the Drawer inactive message appears, click to activate it. 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 V2 44 Exercise Handbook: Exercise 9

45 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. Use the Golf Item Lookup button to select any item for your ticket. Sell multiple items on 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. You should see a ticket awaiting extraction under Data Status, and the button is active. Offline Ticket Entry V2 45 Exercise Handbook: Exercise 9

46 Click. You will see Tickets Awaiting Extraction change to 0 and Packages Queued change to 1. At the same time, a new Tickets package appears in the Outbox directory. In the Service Status window, watch the Packages Queued value until it changes to 0. The Last Upload Time should now also reflect the current time. Switch over to the Remote1 server and look at the Processed directory. The Tickets Package has probably already been processed (imported). Offline Ticket Entry V2 46 Exercise Handbook: Exercise 9

47 Return to the Offline workstation and look at the Service Status window. If it hasn t changed yet, watch until the Last Download Time is updated to reflect that a new download has occurred. (It could take up to 15 minutes for the time to be updated.) 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. Use the DemoHub company and log in as MGR2. Offline Ticket Entry V2 47 Exercise Handbook: Exercise 9

48 Select Point of Sale / Tickets / Post. Post the ticket for Drawer 1 at the East Store. Skip viewing any of the posting journals. When the auto-count and reconcile drawer message appears, click. View the Outbox directory on the server and wait for the PostedTickets package to appear. (It may take up to 15 minutes.) When it appears, switch to the Offline workstation and view the Processed directory there. The PostedTickets package will probably already appear in that directory. Offline Ticket Entry V2 48 Exercise Handbook: Exercise 9

49 Now that this package has been processed on the offline workstation, and the ticket has been deleted from the offline system. 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 V2 49 Exercise Handbook: Exercise 9

50 Offline Ticket Entry V2 50 Exercise Handbook: Exercise 9