10/15/2013, 4:36 PM. EverServ PixelPoint. PocketPOS. Revision 1 New features added 10/15/2013 Functionality effective as of PixelPoint v12

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1 , 4:36 PM EverServ PixelPoint PocketPOS Revision 1 New features added Functionality effective as of PixelPoint v12

2 Publication Details Copyright Copyright ParTech, Inc All Rights Reserved. This product and related documentation are protected by copyright and are distributed under licenses restricting their use, copying, distribution, and decompilation. No part of this product or related documentation may be reproduced in any form by any means without prior written authorization of PAR and any requisite licensors. Trademarks PixelPoint, ParTech, and their respective logos are all trademarks of PAR Technology Corporation. PAR may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from PAR, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Microsoft and Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries. Other product names may be trademarks or registered trademarks of their respective companies and are hereby acknowledged. Disclaimer PAR has thoroughly reviewed this document and believes it to be reliable. However, this document is provided for informational purposes only and PAR makes no warranties, either expressed or implied, in this document. Information in this document is subject to change without notice. Risk of use and responsibility for the results of use of this document lie with the user. Patents The following patents apply to some areas of functionality within the PixelPoint software suite: Pat. 6,384,850; 6,871,325; 6,982,733; 8,146,077; 8,287,340

3 Table of Contents PixelPoint PocketPOS About... PocketPOS 4 PocketPOS... Licensing 5 Network... Setup 6 Wireless... Print Setup 7 PocketPOS... Themes 8 PocketPOS... Tweaks 11

4 About PocketPOS PixelPoint PocketPOS enables users to run PixelPoint POS on handheld devices and tablets. The device being used must support MS Terminal Services (Remote Desktop) and have a resolution of no more than 400x800 pixels. This document outlines the requirements for using PocketPOS and the PixelPoint POS limitations that result from the use of smaller screens. PocketPOS should only be used for making sales, and not for performing advanced POS functions. A strong working knowledge of Microsoft Terminal Services and RDP technology is required in order to set up PocketPOS. Depending on the hardware, data traffic, and budget, there are several configurations that can be used to deploy PocketPOS. Refer to the Certified Device List on the PAR Partner Center for a complete list of handheld devices certified by PixelPoint for PocketPOS use. The following topics are covered in this document: PocketPOS Licensing Network Setup Wireless Print Setup PocketPOS Themes PocketPOS Tweaks Page 4 Copyright ParTech, Inc All Rights Reserved.

5 PocketPOS Licensing One free PocketPOS handheld license comes with each full PixelPoint seat license. A handheld device is a device with a screen resolution of at most 400x800 pixels. Devices with larger screens will require full station licenses in order to run PixelPoint software. To use PocketPOS, ask your Channel Manager to have the PocketPOS Client and PocketPOS Site modules activated for your license. In order to use the full station license along with its free PocketPOS license at the same time, also ask your Channel Manager to have the Concurrent PocketPOS module activated for your license. To summarize, the following three modules are required to run PocketPOS: PocketPOS Client License Module PocketPOS Site License Module Concurrent PocketPOS License Module Page 5 Copyright ParTech, Inc All Rights Reserved.

6 Network Setup Handheld devices typically use RemoteDesktop to access dedicated systems which connect to the POS Server. Depending on the number of users that will be connecting from their handheld devices, a server edition of Microsoft Windows with Microsoft Terminal Server service (Microsoft Terminal Services) may be required. Important: The following instructions call for the installation of PixelPoint POS. Only run the installation one time on each system. Do not run the station install from more than one user account. Encryption keys are created during the initial PixelPoint station install that are valid for all PixelPoint sessions running on that PC, regardless of from which user account PixelPoint is launched from. Running a second station install will result in an "Object already exists" error. Single Handheld Setup The Microsoft Windows OS family (excluding server versions) allow one Remote Desktop (RDP) session at a time. If only one handheld device is being used: 1. Set up a system on your network with access to the POS Server. 2. Run the PixelPoint POS station install on this system. 3. Set up a new Windows user account for the handheld device to log into. 4. Log into the new account and create a shortcut to the directory on the POS Server: "\ \POSServer\PixelPOS\PixelPoint.exe #", where "#" is the station number for the handheld unit. 5. Place a copy of this shortcut in the Windows start up folder so the PixelPoint POS automatically loads when the handheld user logs in. Multiple Handheld Setup If more than one handheld device is going to be used at the same time, a Microsoft Windows Server OS with the appropriate CALS (Terminal Services Connection License) will be required to act as a bridge between the POS Server and the handheld devices. To connect multiple handhelds to the POS Server via a bridge: 1. Set up a networked system with access to the POS Server running an Microsoft Windows Server OS. 2. Run the PixelPoint POS station install on this system from the Administrator account. 3. Create a user account for each handheld device. 4. Log into each new account and create a Desktop shortcut to: "\\POSServer\PixelPOS\PixelPoint.exe #". Replace "#" with the handheld unit's station number. Then place a copy of this shortcut in the Windows Startup folder so that PixelPoint POS automatically loads when the handheld user logs in. 5. Test that all configuration is correct by logging into the POS Server from a handheld device. Important: Make sure to secure the wireless network before using PocketPOS. Refer to PCI guidelines for specific steps you can take. Page 6 Copyright ParTech, Inc All Rights Reserved.

7 Wireless Print Setup PocketPOS devices are capable of printing to standard POS printers. If all the devices are close to a LAN-based POS printer, consider using that printer as the primary one where all receipts will print from. If PocketPOS devices are more spread out, you may wish to configure several printers to handle print jobs for devices dedicated to each area. For example, PocketPOS devices used for orders in a dining room could print to the POS station by the bar, while devices used for orders placed outdoors could print to the POS station by the kitchen which is more conveniently located for patio orders than the one handling dining room orders. If receipts are printed frequently, or connecting a printer to a POS station is not practical, a wireless "belt" printer can be used. Belt printers are small, portable printers carried on a server's belt. They operate over the same wireless network as the handheld units. Page 7 Copyright ParTech, Inc All Rights Reserved.

8 PocketPOS Themes All POS themes are saved in the database. In order to apply a new PocketPOS theme, first it must be saved to the database, and then it must be applied. To save a theme file to the database: 1. Open Form Designer from the Administrator menu in BackOffice. 2. Click on [Other Forms] and then choose Theme Manager from the dropdown menu at the top of the window. Page 8 Copyright ParTech, Inc All Rights Reserved.

9 3. Click [Open From File] and choose the.oth theme file that you wish to apply. All theme files are located in the \PixelPOS\Templates\PocketPOS folder. 4. Form Designer will open the theme file that was selected. Choose Save To Database... from the Form menu. 5. Enter a description for the theme and click [OK]. The selected theme is now saved to the database. Now, the theme settings of the PocketPOS device need to be configured. To configure PocketPOS theme settings: 1. Open Station Setup from the Administrator menu in BackOffice. Page 9 Copyright ParTech, Inc All Rights Reserved.

10 2. Switch to the PocketPOS record(s), and choose the desired theme form, in this case the one that was stored to the database earlier. The PocketPOS device will now use the chosen theme file the next time that it loads. Page 10 Copyright ParTech, Inc All Rights Reserved.

11 PocketPOS Tweaks Floor Plans and Language Files The PAR Partner Center contains a number of small handheld floor plan files and language file tailored specifically for PocketPOS devices. Look for "HH.flr" and "NewLanguageHH.txt". The "HH.flr" floor plan contains 25 customizable tables that can be edited. If you change or add a new floor plan, you must copy that new floor plan to the "\PixelPOS" folder on both the POS Server and the system that the handheld device has an RDP connection to. The language file shortens labels on many POS buttons to make them fit on smaller handheld screens. Create as many copies of "NewLanguageHH.txt" as there are handheld devices. Replace the "HH" in the file name with the handheld device's station number. Font Size The recommended font size for handheld devices with resolutions as small as 240x320 is 7 pt. Use a sans-serif font like Tahoma for better readability. When using a larger resolution such as 400x800, a 10 pt font size would also likely work. Fonts are configurable from the Fonts tab in BackOffice Stations Setup (below): Policy Changes Toolbar images can be disabled in PixelPoint POS to save screen space. This can be done by enabling the NoGraphics policy on PocketPOS stations in BackOffice Policy Setup. Refer to the other PocketPOS-related policies for more customizable options. Page 11 Copyright ParTech, Inc All Rights Reserved.

12 Notes