Aldelo EDC 7 with SQL & IIS Install Guide

Transcription

1 Aldelo EDC 7 with SQL & IIS Install Guide Prerequisites to Install for all Windows Operating Systems All Windows Updates Microsoft.Net Framework 4.6 Microsoft SQL Server 2012 or newer Aldelo EDC install file AldeloEDCSetup7011 or higher Aldelo POS install file AldeloPOSSetup7011 or higher Index: Windows 7 Pro 32-bit Install IIS & ASP.NET Page 2 Windows 7 Pro 64-bit Install IIS & ASP.NET Page 3 Windows 10 Pro 64-bit Install IIS & ASP.NET Page 4 Install.Net Framework & Microsoft SQL Server 2014 Express Page 5 Aldelo EDC Install Page 8 Setup Aldelo POS Integration to Aldelo EDC Page 12 Determine Your Windows Version On your keyboard, hold down the Windows Logo button and press R In the Run box, type control system (no quotation marks) Press Enter and it will display the System page 1

2 Windows 7 Pro 32-bit Install IIS & ASP.NET Start> Control Panel> Programs and Features> Turn Windows Features On or Off Select Internet Information Services Expand "IIS 6 Management Compatibility" (check in all boxes) Expand World Wide Web Services Expand Application Development Features Select ASP.NET and the other necessary options will be enabled *Not all options are required, but may be helpful in troubleshooting issues. Add EDC to IIS Application in some cases you may need to add the AldeloEDC application to IIS. Start> Control Panel> Administrative Tools> Internet Information Services Manager (IIS) Expand the computer name Expand Sites Expand Default Web Sites Right-click on Default Web Sites Select Add Application Enter in Alias = AldeloEDC Select elipsis button (...) next to Physical path: C:\Program Files\Aldelo\Aldelo EDC\Server REGISTER ASPNET Start> Search or Run> Type: "CMD" Rightclick and Run as Administrator Type: cd c:\windows\microsoft.net\framework\v (No quotation marks. Hit Enter) aspnet_regiis.exe -i (No quotation marks. Hit Enter) 2

3 Windows 7 Pro 64-bit Install IIS &.Net Framework Start> Control Panel> Programs and Features> Turn Windows Features On or Off Select Internet Information Services Expand "IIS 6 Management Compatibility" (check in all boxes) Expand World Wide Web Services Expand Application Development Features Select ASP.NET and the other necessary options will be enabled *Not all options are required, but may be helpful in troubleshooting issues. Add EDC to IIS Application Start> All Programs> Aldelo> Aldelo EDC> Config> 64 bit IIS 7 Tool> IIS App Pool Registration If you get a message, you do not need to complete the rest of the Add EDC to IIS steps. Start> Control Panel> Administrative Tools> Internet Information Services Manager (IIS) Expand the computer name Select Application Pools Highlight Default App Pool In the far right pane Select Advanced Enable 32-bit Applications = Select True from the drop down Expand Sites Expand Default Web Sites Right-click on Default Web Sites Select Add Application Enter in Alias = AldeloEDC Select elipsis button (...) next to Physical path: C:\Program Files (x86)\aldelo\aldelo EDC\Server REGISTER ASPNET Start> Search or Run> Type: "CMD" Right-click and Run as Administrator Type: cd c:\windows\microsoft.net\framework64\v (No quotation marks. Hit Enter) aspnet_regiis.exe -i (No quotation marks. Hit Enter) 3

4 Windows 10 Pro 64-bit Install IIS & ASP.NET All Apps> Windows System> Control Panel> Prorgams and Features> Turn Windows Features On or Off Select Internet Information Services Expand "IIS 6 Management Compatibility" (check in all boxes) Expand World Wide Web Services Expand Application Development Features Select ASP.NET 3.5 and the other necessary options will be enabled Select ASP.NET 4.6 and the other necessary options will be enabled *Not all options are required, but may be helpful in troubleshooting issues. Add EDC to IIS Application Start> All Apps> Aldelo> Aldelo EDC> Config> 64 bit IIS 7 Tool> IIS App Pool Registration If you get a message, you do not need to complete the rest of the Add EDC to IIS steps. Start> Control Panel> Administrative Tools> Internet Information Services Manager (IIS) Expand the computer name Select Application Pools Highlight Default App Pool In the far right pane Select Advanced Enable 32-bit Applications = Select True from the drop down Expand Sites Expand Default Web Sites Right-click on Default Web Sites Select Add Application Enter in Alias = AldeloEDC Select elipsis button (...) next to Physical path: C:\Program Files (x86)\aldelo\aldelo EDC\Server REGISTER ASPNET in some cases you may need to register the ASP.NET to IIS manually. Start> Search or Run> Type: "CMD" Right-click and Run as Administrator Type: cd c:\windows\microsoft.net\framework64\v (No quotation marks. Hit Enter) aspnet_regiis.exe -i (No quotation marks. Hit Enter) 4

5 Install.Net Framework & Microsoft SQL Server 2014 Express Microsoft.Net Framework 4.6 and SQL Server 2014 installers can be installed with Aldelo EDC. When installing Aldelo EDC select a Custom Install Follow the prompts to complete the Aldelo EDC install Installer Location: Start >All Programs or All Apps >Aldelo > Third Party Install the.net Framework 4.6 From the programs list, select Extract.Net 4.6 Framework Installer Double-click on the NDP46.. file Please read the License Agreement and check in that I have read and accept the license terms when you're ready to continue Select Install (see Figure A) The Software will start to install it can take some time depending on your PC. Once Its finished, you may need to restart your computer. Figure A Install SQL Server 2014 When you first launch the installer, it will go through a few setup processes, but then bring you to a screen asking you to select whether it is a new install or an upgrade. Since this is a new installation, select New SQL Server stand-alone installation... If you are planning on using the Upgrade option, you can choose it, however, we normally like to uninstall the old version, reboot the computer and reinstall the new SQL Server In the next screen there is a option to Use Microsoft to check for Updates. This option is up to you, but Microsoft does recommend it. (see Figure B) Figure B 5

6 In the License Terms you will need to Read the License Terms and accept them Select Next (see Figure C) Figure C In the Feature Selection should already have the Instance features enabled by default. If not, select Select All Select Next In the Instance Configuration screen, select Named instance We suggested to name the SQL Instance Aldelo. (see Figure D) Figure D 6

7 If you don't know what the SQL Instance was named, you can found it in the Windows Services. Start >Control Panel >Administrative Tools >Services >SQL Server (XXXXX) Select Next In the Database Configuration screen, select Mixed Mode... and enter in a password. When installing SQL in SQL Authentication, it will require that password. (see Figure E) Figure E Select Next Once its finished you can now run your Windows Updates until there are no more to run. 7

8 Aldelo EDC Install Launch the Aldelo EDC Database Setup Wizard at Start> All Programs or All Apps> Aldelo> Aldelo EDC> Aldelo EDC Client (see Figure 1) Figure 1 SQL Server Name should be the Computer name then Back Slash (\) and the SQL Instance Name. If you not sure what the SQL Instance is, it can be located in Windows Services Control Panel >Administrative Tools >Services >SQL Server (Instance Name) In this case, it's ALDELO Select User Accounts and Passwords tab(see Figure 2) Figure 2 8

9 The Encryption Passphrase is already created for you, but you will need to create passwords for each of the three Users. The password needs to be complex and over 8 characters long, contain at least one number, and at least one special character. Take note of the user names and passwords. You can skip the Notifications tab Select Finish tab. Select Create Database You will get one more pop up. (see Figure 3) Select No for now and this can be setup later if desired. If all steps were completed correctly, the database will be created at this point. Figure 3 This is what the Main login screen looks like. (see Figure 4) Figure 4 When you login it will ask you to answer three Security Challenge Questions. The answers can not be the same. This will be used to reset your password if you ever forget it. (see Figure 5) 9

10 Figure 5 We suggest answering with information you will remember and every user can have different answers. There is NOT another option to reset the passwords. Once completed, select Update You will need to login using the User Name & Password you created We suggest setting up the desired number of receipts at this point at Store Settings >Receipts >Initial Print Copies (see Figure 6) Figure 6 By default, Initial Print Copies is set to 1. The most common setup is 2 copies. One for the 10

11 business and one for the customer. Save any changes you make. Next you will want to set up your Merchant account. You will need the VAR Sheet provided by your Credit Card Processor. File > Merchant Accounts> Select New Read the warning and Select I Agree to continue (See Figure 7) Figure 7 Account Name: Usually you enter in the name of your business Account Type: Select Primary Credit Processing Account. Some businesses have multiple accounts and each would have to be setup here as well. Merchant Service Provider: Select your account type, e.g., EMV, Classic, etc. Business Type: Restaurant accepts gratuities and Retail does not Active Account: This needs to be checked in Enable Tracing: This helps troubleshoot issues, but is not required. Once all is filled out on the left, your VAR(merchant account) information will need to be input on the right. The fields are different depending on your choice of credit card processors and options. You must fill in all the bold fields. Once all the bold fields are filled in, select Save Now you can test a credit card. You can do this at Credit tab> Pre Authorization or Credit tab> Sale. You should also ensure you can batch out successfully at Batch tab> Close Current Batch> Close Primary Merchant. 11

12 Setup Aldelo POS Integration to Aldelo EDC Aldelo POS must be a compatible version to Aldelo EDC. The integration should ideally be setup on the same station with EDC first. 1. Back Office >Store Settings >Revenue >Configure EDC Integration Settings 2. Select OK Figure 8 3. EDC Server Host Name: This can be the Computer Name or the static IP Address of the Computer hosting the Aldelo EDC. 4. EDC Server Application Name: Enter AldeloEDC without the quotes 5. Select Update (See Figure 8) Figure 9 12

13 6. Enter in the User Name and Password you created in the Aldelo EDC. By Default the User Name is: Administrator 7. Select Login (See Figure 9) Figure The POS User Name and Integration Token can be obtained from Aldelo EDC >File >User Account >double-click on POS User 9. On the Store Level screen (see Figure 10), you will see the User Name and Token. Copy and paste into the proper fields 10.Do the Same for the Batch User. The tokens for the two users are different 11. Select Verify Users if not successful you copied the User Name and or Token incorrectly 12. If Successful select Update 13. If Successful select This Station tab (See Figure 11) Figure 11 13

14 14. POS Interface Services Port: This is already populated. Please do not change this. 15. Automatic Batch Close: This is a secondary batch close time. Do not use this feature with EMV processing. 16.The three check boxes please leave blank as these are used for our technicians In some cases you may need to Elevate Security. If so, login again and go straight to the This Station tab and continue. 17. Once successful, select Install Service. 18. If the service has already been installed, you will not have the Install Service button available. In this case, select Stop, then select Run 19. Select Welcome tab 20. Select Exit 21. Now select Save & Done in Aldelo POS 22.To confirm that the AFR Services is running correctly you will see it on top of the software. (See Figure 12) 23.You can test a credit card on this station to verify integration and Figure 12 proper communication with your credit card processor. 24. For additional POS stations login to the Configure EDC Integration Settings screen and follow the Setup Aldelo POS Integration to Aldelo EDC Steps If you run into any issue at this point you can contact our Technical Support Team. Aldelo L.P Support: (925) Support@aldelo.com 14