Getting Started with the IntelleView POS Operator Software

Transcription

1 Getting Started with the IntelleView POS Operator Software Operator's Guide for Software Version 1.2 About this Guide This operator's guide explains how to start using your IntelleView POS Operator software. It explains how to: Start the Operator software. Monitor live video. Review archived transactions and video. Use the Operator software to identify potentially fraudulent transactions. Install the IntelleView software for the server or remote clients (network or dial-up computers). If you need assistance... Your software includes help files that explain the controls, fields and settings in your software. To access the help information: Contents About this Guide...1 If you need assistance What is the IntelleView POS Surveillance System?...2 Starting the Operator Software...2 Overview of the Main Window...3 Viewing Live Video...4 Record Some Configuration...4 Viewing Live Video from a Specific Intellex Recording Channel...5 Starting a Video Override...5 Stopping a Video Override...6 Record All Configuration...6 Viewing Live Video from a Specific Register...7 Displaying Large Video...7 Investigating Suspicious Transactions...8 Working with the Transaction Filter Window...9 Setting Up Transaction Filters...10 Working with the Date Selection Window...10 Reviewing Consecutive Transactions from a Specific Register or Associate...10 Working with the Quick Search Window...11 Saving Suspicious Transactions to Video Tape...11 Working with Charts and Reports...12 Troubleshooting...14 IntelleView Server Software Installation...15 Install the Database Server Software...15 Install the Intellex API Software and Patch...16 Install the IntelleView Software...16 Configure the SvrInfo.ini File...17 Connect to a Store...18 Install Remote Access Service (RAS) Windows Software18 IntelleView Remote Client Software Installation...19 Install the Database Client Software...19 Install the Intellex API Software and Patch...20 Install the IntelleView Client Software...20 Configure the SvrInfo.ini File...21 Connect to a Store...21 Install Remote Access Service (RAS) Windows Software22 Specifications & Regulatory Compliance...22 Other Declarations...22 Press the F1 key on your computer keyboard. Open Contents and Index from the Help menu. Click the? button that appears in the corner of a dialog, then point and click to an area on the screen. If you need service for your IntelleView POS system, contact your Sales Representative. Sensormatic of 22

2 What is the IntelleView POS Surveillance System? The IntelleView POS Surveillance System (IntelleView) is a point-of-sale (POS) monitoring/recording system, which performs the following functions: Saves all POS Transaction Data IntelleView connects to the POS system network and captures all transaction data. The captured transaction data is stored in a relational database on the IntelleView server. Provides Real Time Exception Monitoring IntelleView compares the transaction data to Exception Definitions, which are entered using the Administrator software. Exception Definitions relate to POS system activities, such as Purchases, Voids, Returns, Price Adjustments, Item Numbers, Account Numbers, and Miscellaneous events. IntelleView can also monitor all transactions from specific associates or registers. You may also choose to override recording of specific cameras to selected video recorder channels. Digital Video Recording IntelleView integrates with Robot's Intellex Digital Video Recorder to provide digital recording of POS activity. IntelleView provides a separate network connection, which supports multiple Intellex recorders. Each Intellex recorder may have 8 or 16 video channels. Data Mining with link to Digital Video IntelleView allows you to investigate (data mine) all POS transaction data, up to 90 days. A Date Selection Control and Transaction Filter allow the user to enter specific criteria resulting in a list of suspicious transactions. Each transaction may have a link to associated video on an Intellex recorder. Remote Access including Live Video. IntelleView provides remote access, allowing for the administration, monitoring, and viewing of live transaction data and video from anywhere. Stored transaction data and video may also be reviewed remotely. Easy to use Graphical Interface IntelleView provides a graphical user interface for simplified administration, control and monitoring of the system. View live transaction data in the Slip Panel. View live video in the Video Panel. See the results of a data mining operation in the DB Transaction list with color coded transaction types, or view it in a Bar or Pie Chart format. Identify problem Associates with the click of a few buttons. Click the Video Icon to retrieve stored video instantly. Real Time Exception List IntelleView provides an Exception List, which displays POS exceptions (based on the defined Exception Definitions). While you are monitoring live video or reviewing transactions and stored video, the Exception List will continue to display Exceptions from any register in the POS system. Starting the Operator Software To start the Operator software: 1. Double click the IntelleView Operator shortcut icon that appears on your operating system desktop. OR Click Start, Programs, Sensormatic, and then click IntelleView Operator. 2. Select the store from the list of available stores. Click Connect. IMPORTANT! If you connect via Local Area Network (LAN), the Dial Up checkbox must be unselected. Continue with step 3. If you connect via modem, click the Dial Up checkbox and verify that the correct information was entered. Update if required, and then click Connect. 3. If passwords are enabled, you must enter your login name and password. Click OK. The software starts. Continue with Overview of the Main Window on page 3. 2 of 22

3 Overview of the Main Window The IntelleView Operator software Main Window (Figure 1) contains the menu bar, tool bar, transaction slip panel, video panel, and a tabbed control for viewing data mining operations, charts, reports, and real time exceptions. Figure 1: IntelleView Operator software Main Window Tool Bar Menu Bar Slip Panel Video Panel Tabbed Control The Menu Bar allows you to perform operator tasks by selecting commands from a menu structure. The following menus are available: File, View, Store, Settings, and Help. The Tool Bar provides one click access to various IntelleView functions. These functions include printing, register selection, large video display, live video display, transaction filters, and date selection. The Slip Panel displays live slip transaction data from the selected register or stored slip transaction data from the database. You may choose to have the slip scroll automatically as each event in the transaction occurs, or you may choose to disable the scrolling by deselecting the Auto Scroll checkbox at the bottom of the window. The Video Panel displays live video from the selected register or stored video in 320X240 format from an Intellex Digital Video Recorder. It also displays playback controls for stored video review. To resume live video, click the icon in the Tool Bar. 3 of 22

4 The tabbed control allows you to select tabs for displaying real time exceptions and data mining results in a variety of formats: Select the Real Time Exceptions tab to view the most recent exceptions in chronological order. This list is empty when the Operator software is first launched and populates once exceptions are detected. You cannot sort the information in this list. The most recent exception appears at the top of the list. Click Clear to remove all exceptions and restart the list. Select the DB Transactions tab to view the results of data mining operations. Each event type is color-coded for easy identification. You may sort the list in ascending or descending order by clicking the list headings. Select the DB Charts tab to display the results of data mining operations in chart format. You may choose to view charts by Associates or Registers and display the results in Bar or Pie chart formats. Select the DB Reports tab to display the results of data mining operations in report format. You may choose to view reports by Associates or Registers. Viewing Live Video IntelleView supports two types of video recording configurations: Record Some and Record All. Live video is handled differently depending upon the video recording configuration that is in use. Information about Record Some configurations appears below. Information about Record All configurations starts on page 6. Record Some Configuration If the IntelleView system is configured in the Record Some configuration, only select transactions will be video recorded. This is also called Exception Monitoring because transactions with pre-defined exceptions are video recorded based upon the priority set in the IntelleView Administrator software. Record Some refers to the fact that some, not all, of the POS transactions include video recordings on the Intellex digital video recorder. However, all of the POS transaction data is stored in the IntelleView database for a designated time period. Only the most important transactions, based on user-defined Exception Definitions and Priority settings, include video recordings. The Record Some configuration is provided for systems where there are many registers to be monitored, but only one digital video recorder. Since the single video recorder can not record video from all of the registers at the same time, IntelleView compares the information within each transaction against the user defined Exception Definitions to determine which transactions will get video recorded. Depending on your system hardware, IntelleView can record from 2 to 16 simultaneous exceptions. Under normal surveillance conditions, the video appearing in the video window is associated with detected exceptions. The video may switch to different registers as exceptions time out, and new exceptions are detected. If no exception activity is detected (and video override is not in effect), no video will appear in the video panel. In the Record Some configuration, the IntelleView system is designed to assign exceptions to the first available recorder channel, starting with Channel 1. Channel 1 will typically be assigned the most exceptions. However, you may choose to monitor video from any Intellex channel. Use the Video Override window (Figure 2) to select a recorder channel. While exception activity is being processed, you will only see the video associated with the selected channel. If no exception activity is assigned to the selected channel, no video will be seen. The other channels will continue to record video as exception events are assigned to those channels. See Viewing Live Video from a Specific Intellex Recording Channel on page 5 for more information. You may also choose to override video from a specific register to an Intellex recorder channel. This will record all register activity on the channel regardless of exception status. This prevents the override channel from recording exception events from other registers. The override remains in effect until you manually stop it. See Starting a Video Override and Stopping a Video Override for more information. IMPORTANT! While the Video Override window is displayed, you may notice register information being assigned to channels. These changes are associated with exceptions that occur simultaneously and are recorded on other channels. The first detected exception is assigned to Recorder Channel 1. The second detected exception (from a different register) will be assigned to Recorder Channel 2. When the exception time out on Channel 1 completes, this channel will become available again for recording new exceptions. 4 of 22

5 Figure 2: Video Override Window Viewing Live Video from a Specific Intellex Recording Channel This procedure applies to Record Some configurations only. When the Operator software is first started, video is displayed from the last selected Intellex channel (in Record Some configurations). To view video from a different channel, use the Recorder Select grid in the Video Override window (see Figure 2). 1. Click the Register Selection button in the tool bar. The Video Override window (Figure 2) contains the list of configured registers and active associates, as well as the status of the Intellex recording channels. Note: You may also use the View->Video Override menu to open this window. 2. Scroll through the list of Intellex Channels in the Recorder Select grid. The Recorder Select grid shows the current recording status of each Intellex Channel. ExceptionRec indicates that an exception is being recorded on the channel. Override represents a video override. --- indicates no activity on the channel. 3. Select a channel. When IntelleView assigns an exception to the selected channel, the transaction data from the offending register appears in the Slip Panel, and video from the register appears in the Video Panel. If no exceptions are assigned to the selected channel, no video appears in the Video Panel. Exceptions that are assigned to channels that are not selected do not appear in the Slip Panel or Video Panel. However, both the transaction is saved and video is recorded for data mining purposes. 4. When finished using the Video Override window, click the close button ( ), located in the upper right corner of the window. Starting a Video Override This procedure applies to Record Some configurations only. To assign a specific register to a specific Intellex recording channel, use the Video Override feature. 1. Click the Register Selection button in the tool bar. The Video Override window appears. Note: You may also use the View->Video Override menu to open this window. 2. Locate the channel that you want to use for the video override in the Recorder Select grid and select it. Note: Use higher numbered channels for video override. Leave the lower numbered channels available for automatic exception recording. 3. Scroll through the list of registers/associates until you locate the one that you want to monitor and select it. 4. Repeat steps 2 and 3 for each video override you want to set. When finished, click the close button ( ), located in the upper right corner of the window. 5 of 22

6 Stopping a Video Override This procedure applies to Record Some configurations only. To end the video override of a register to a specific Intellex recording channel: 1. Click the Register Selection button in the tool bar. The Video Override window appears. Note: You may also use the View->Video Override menu to open this window. 2. Locate the video recording channel that is being overridden. Select the channel, and click the Stop button. 3. Repeat step 2 for each video override you want to stop. When finished, click the close button ( ). Record All Configuration If the IntelleView system is configured in the Record All configuration, all transactions will be video recorded. As in the Record Some configuration, all of the POS transaction data is stored in the IntelleView database for a designated time period. The Record All configuration is provided for systems where there are enough cameras installed to monitor each register and a sufficient number of Intellex digital video recorders are installed to allow each camera to be directly connected to its own recording channel. In the Record All configuration, the slip panel and video panel displays the transaction data and video from the specific register that the user has selected in the Register Select window (see Figure 3). Once a register is selected the Register Select window, transaction data and live video from that register only will be displayed in the slip panel and video panel. This is different from the Record Some configuration, where the IntelleView system determines (based on Exception Definitions and Priority settings) which registers transaction data and video appears in the slip panel and video panel (unless Video Override is in effect). Figure 3: Register Select Window 6 of 22

7 Viewing Live Video from a Specific Register This procedure applies to Record All configurations only. When the Operator software is first started, video is displayed from the last selected Register (in Record All configurations). To view video from a different register, use the grid in the Recorder Select window (see Figure 3.). 1. Click the Register Selection button in the tool bar. The Register Select window (Figure 3) contains the list of registers and active associates, as well as the status of the Registers. Note: You may also use the View->Register Select menu to open this window. 2. Scroll through the list of Registers in the grid. The grid shows the current status of each Register (see Figure 3). ExceptionRec indicates that an exception is being recorded. --- indicates that no transaction is being recorded. Off/On indicates that the register is inactive (Off) or active (On) meaning it has recently generated a transaction. 3. Select a register. When you select a register, the transaction data from the register appears in the Slip Panel, and video from the register appears in the Video Panel. When finished using the Register Select window, click the close button ( ), located in the upper right corner of the window. Displaying Large Video When video is displayed in the main window, it appears in 320x240-pixel format. To display video in 640x480- pixel format, click the Large Video button in the tool bar. This displays the live or archived video along with any associated transaction slip information in a separate window (Figure 4). Note: You may also use the View->Large Video menu to open this window. Figure 4: Large Video Window. If archived video is being played, video control buttons appear under the video image. See Table 1 for a description of the controls. Table 1: Video Playback Controls. Control Function Play Pause Forward/ Reverse Beginning of clip End of clip Full-screen video Print Video Frame Note: To resume live video, click the Tool Bar of the Main Window. icon in the 7 of 22

8 Investigating Suspicious Transactions Because all register transactions are stored in a database, you are able to investigate transactions that occurred days or weeks ago. This activity is called data mining. The days of available transactions may range from 7 to 90 days, which is set by the IntelleView Administrator application. If associated video is available on the Intellex system, you can review the archived transaction in context with the associated video. The Transaction Filter window (Figure 5) allows you to select specific event types and enter the criteria for investigating transactions in the database. To display this window, click the Transaction Filter button. If the related data in a transaction exceeds the criteria entered in the Transaction Filter, it is recognized as a data-mined exception. These transactions are then listed in the DB Transactions tab of the main window. See Figure 6 on page 9. When the transaction list appears, you may: Sort the list by clicking the column headings. To print the DB Transactions list, click the Print Active Tab button on the tool bar. Display the transaction slip information by clicking the + symbol in the EX (expand) column. This displays the transaction information in a separate window. To print this information, click the Print Slip button in the tool bar. Note: You may also use the View->Transaction Filter menu to open this window. When the Apply or OK button is clicked, a database query is performed. This query is also based on the current date, or range of dates, selected in the Date Selection window. See Working with the Date Selection Window on page 10. Note: You may also use the File->Print Slip menu to perform this function. If video of the transaction is available, the symbol appears in the Video column. Click this symbol to play the video segment. Figure 5: Transaction Filter Window 8 of 22

9 Figure 6: DB Transactions Tab Working with the Transaction Filter Window The Transaction Filter window (Figure 5) allows you to select specific event types and enter criteria for retrieving transactions in the database. The event types that you can research are: Purchase Events: Exceptions based on a complete POS transaction. Purchase events include cash sales, credit card sales, gift certificate redemption, as well as other tender types. Void Events: Exceptions based on the cancellation of a sale in the middle of a transaction or an entire transaction. You may also search for Item Voids that cancel a specific item within a transaction. Return Events: Exceptions based upon a customer returning merchandise for a refund or exchange. Return events include Full Refunds, Even Exchanges, or Exchanges with Refunds. Price Adjustment Events: Exceptions based on changing the price of merchandise within a transaction. Price adjustment events include Price Overrides, Competitive Match, Coupons, Employee Discounts, as well as other adjustment types. Item Number Event: Exceptions based upon specific item SKU numbers. In addition, you may choose to flag any hand-keyed item number as an exception. Account Number Event: Exceptions based upon specific account numbers. In addition, you may flag any hand-keyed account number and refunds to any account numbers as exceptions. Miscellaneous Event: Exceptions based upon register activity other than completed merchandise transactions. Miscellaneous events include no sale, log on, transaction suspended, as well as other types of non-purchase transactions. Video Override Event: Exceptions based on video override being in effect for specific registers. When performing data mining operations, you may choose to disable certain event types by selecting the boxes next to the event type names. When an X appears in the box, the event type is disabled. When the box appears empty, the event type is enabled. You may also limit the data mining to specific Registers or Associates, transactions with Real Time Exceptions, and Events With Video available. Figure 7 illustrates the Event Types section of the Transaction Filter window. In this example, Item Number and Account Number Event Types have been disabled. In addition, results are not limited to specific Registers, Associates, or transactions with Real Time Exceptions (original exceptions) or Events with Video. Figure 7: Transaction Filter Event Types After running the data mining operation, the transactions in the database will be searched for Purchase, Return, Price Adjustments, Associate, Item Number, and Account Number Event types based on the selected date range. In this example, only transactions with video segments available will be retrieved. 9 of 22

10 Setting Up Transaction Filters To set up the transaction filters, click an Event Type in the Transaction Filter window. The Grid Control (Figure 8) located on the right side of the window updates to reflect the selected Event Type. For example, if you click Purchase, the grid updates to include purchase event filters. If any filters have been defined, they appear in the Definition Grid Control. Otherwise, the grid is blank. Figure 8: Transaction Filter - Grid Control Working with the Date Selection Window The Date Selection window (Figure 9) allows you to select a date, or range of dates, for searching transactions in the database. When the user selects a date, or range of dates, a database query is performed. To display this window, click the Date Selection button. Note: You may also use the View->Date Selection menu to open this window. Figure 9: Date Selection Window To set up filters: 1. Open the Transaction Filter window (if it is not currently active). 2. Click the event type. The Grid control updates to reflect the selected event. 3. Select the drop down list to display specific exception choices: a. Click the to display the list. b. Scroll through the list until the transaction type that you want to search is displayed. c. Select the transaction type, and continue with step Complete the remainder of the criteria for the filter. This may include Exception Amounts, Group, Account, Item, Register, or Associate numbers. 5. To add more rows, click the Add button or press the down arrow key on the keyboard. Repeat steps 3 and Click Apply to activate the filter, or click OK to activate the filter and close the window. Click Cancel to disregard any changes you made to the transaction filter and close the window. Note: To remove a specific filter, first select the row containing the criteria, and then click Delete. The online help file contains specific examples for setting up transaction filters. See Working with Transaction Filters in the Operator software help file. To search the database based on a specific date, click the date on the calendar. To search the database based on a range of dates, click and drag the mouse pointer over the range of dates. Release the mouse button when all of the dates in the range you want to review are highlighted. To display a different month, click the arrow buttons. Click the left arrow to view the previous month; click the right arrow to view the next month. IMPORTANT! You cannot select a date that is outside of the range of saved information. If your system is configured to save 30 days of transactions, you cannot review transactions that are more than 30 days old. Reviewing Consecutive Transactions from a Specific Register or Associate To review (data mine) consecutive transactions from a specific register, disable (X) all Event Types in the Transaction Filter window. Disable (X) Associate in the Limit Results To section of the window. Enable (no X) Register and enter the register number in the grid. Click the Apply button. To review (data mine) consecutive transactions from a specific associate, disable (X) all Event Types in the Transaction Filter window. Disable (X) Register type in the Limit Results To section of the window. Enable (no X) Associate and enter the associate number in the grid. Click the Apply button. 10 of 22

11 Working with the Quick Search Window The Quick Search Window (Figure 10) allows you to find a specific transaction without using the Transaction Filter or Date Selection windows or searching through the Real Time Exceptions or DB Transactions list. To display this window, click the Quick Search button. Note: You may also use the View->Quick Search menu to open this window. Figure 10: Quick Search Window Saving Suspicious Transactions to Video Tape If your IntelleView system is configured with a VCR, you can save suspicious transactions to videotape. IMPORTANT! This type of configuration will record everything displayed on your IntelleView system monitor. Be sure that you set up only the information you want recorded on the videotape prior to pressing the Record button. 1. Use the Transaction Filters and Date Selection windows to locate the suspicious transaction. 2. Turn the VCR on and insert a video tape. 3. Press the Record button on the VCR. 4. Use the playback controls on the archived transaction to review the suspicious transaction. Note: If you need to record multiple segments, press the Pause button on the VCR while you setup each segment. 5. When finished recording suspicious transactions, press the Stop button on the VCR. By entering a specific transaction number, selecting the date, and clicking OK, the transaction slip information and associated video (if available) display in the Slip Panel and Video Panel of the main window, or in the Large Video window. Note: The date information defaults to the current date. To change the date, click the to display the calendar control. Click the date on the calendar. Only a single date may be selected, not a range of dates. 11 of 22

12 Working with Charts and Reports The DB Charts and DB Reports tabs provide information about exceptions for specific associates or registers. The exceptions depicted are based on the Associates and Register event types information entered in the Transaction Filter window. The Associate and Register event types do not have to be enabled for the Charts and Reports to be displayed. The exceptions shown reflect those event types (such as Purchase, Voids, and Returns) that are currently enabled in the Transaction Filter window. For example, to generate charts associated with Purchase, Void, and Return Events for specific associates: 1. Enable the Associate event type and enter several associate numbers in the grid in the Transaction Filter window. 2. Enable the Purchase, Void, and Return event types. 3. Click the Apply button. The chart displays the combined number of Purchase, Void, and Return exceptions for the associates for the selected day(s). The Report shows a breakdown by type, such as Purchase, Void, or Return. Click the DB Charts tab (Figures 9 and 10) to view a bar chart or pie chart of the transaction list. The chart indicates the total number of exceptions committed by specific Associates or from specific Registers for the days specified in the Date Selection window. If the charts will not display on one page, use the Previous and Next buttons to browse through the pages in the charts. These buttons appear below the chart type descriptions. You may print the chart using the Print Active Tab button on the tool bar. Note: You may also use the File->Print Chart menu to perform this function. Figure 11: DB Charts Tab Bar Chart Example Figure 12: DB Charts Tab Pie Chart Example 12 of 22

13 Click the DB Reports tab (Figure 13 and Figure 14) to view the exception information in a tabular format. The report indicates the type and number of exceptions committed by specific Associates or from specific Registers. The exceptions listed in the report are based on the Transaction Filter criteria settings for the dates selected in the Date Selection window. If the report will not fit on one page, use the Navigation buttons to browse through the report. First Previous Next Last You may print the report using the Print Active Tab button on the tool bar. Note: You may also use the File->Print Report menu to perform this function. Figure 13: DB Reports Tab-Associates Report Example Figure 14: DB Reports Tab-Registers Report Example 13 of 22

14 Troubleshooting If you experience either of the following problems, you will need to reset the Intellex Digital Video Recorder: Live streamed video appears OK, but an error message appears when attempting to retrieve saved video. Retrieved video does not match the transaction slip. Note: Refer to your Intellex manual for information about the location of the reset switch. To reset the Intellex recorder: 1. Insert a straightened paperclip into the Intellex reset switch and press. This will cause the Intellex recorder to power down. 2. Press the inserted paperclip a second time. The Intellex recorder will power up. 14 of 22

15 IntelleView Server Software Installation! CAUTION: The instructions for installing the IntelleView Server software are provided in this document for convenience purposes. These instructions are intended for service personnel use. This section describes how to load the IntelleView software, and other necessary software, on the IntelleView Server PC. The IntelleView Server is the PC in the security room connects directly to the POS system. This section may also serve as a guide for reinstalling the IntelleView software (and other necessary software) in the event the software becomes corrupted or otherwise unusable. If you are upgrading the IntelleView software, see the IntelleView Software Upgrade Guide that comes with the upgrade software. If you are installing more than one type of software, for example the IntelleView software and the Intellex API, it is not necessary to restart the PC each time just restart the PC after the last software is installed. Install the Database Server Software This is the database engine software, which is required by the IntelleView Server to store the POS transaction data on the IntelleView Server PC in the store. 1. Shut down the Operator Client, Administrator Client, IntelleView Server and Database applications. Note: If you are re-installing the Database Engine software, you must first un-install the previous version. Otherwise, continue with step 2 below. To uninstall the Database Engine software: a. Open the Add/Remove Programs Control Panel (Start->Settings->Control Panel->Add/ Remove Programs) b. Select Sybase Adaptive Server Anywhere 6.0. c. Click the Add/Remove button and follow the prompts. When finished, continue with step Insert the IntelleView CD-ROM in the CD drive. 3. Open the Sybase SQL Anywhere directory located on the CD-Rom. 4. Double-click Setup.exe. The install program runs. 5. The Welcome screen appears. Click Next. 6. The Software License Agreement screen appears. Click Yes. 7. The Registration Number screen appears. Enter 1 in the Serial field. Click Next. 8. On the Registration Number screen, ignore complaint about the invalid Registration number. Click Next. 9. On the Server dialog, ignore complaint about the invalid number again. Click OK. 10. The Select Components screen appears. Click Install button next to Adaptive Server Anywhere. 11. The Select Components screen appears. Click the Install button next to ASA for Windows NT. 12. The Welcome screen appears. Click Next. 13. The Choose Destination Location screen appears. Keep the default path (C:\Program Files\Sybase), and click Next. 14. The Setup Type screen appears. Select Network Server (includes Personal server with SQL Remote). Click Next. 15. The Select Components screen appears. Select the following components only: Adaptive Server Anywhere SQL Remote for Adaptive Server Anywhere Sybase Central Help Files Click Next. 16. The Select Program Folder screen appears. Select Administrative Tools, and click Next. 17. The Start Copying Files screen appears. Click Next. Program files start loading. 18. The Server License screen appears. Set License Type to Network Seat (per seat) model, enter 100 in the Licensed Seats field. Click Next. 19. The Setup Complete screen appears. Deselect the view Read Me option. Click Finish. 20. The Select Components screen appears. Click Finish. 21. The Setup Complete screen appears. If you are installing other software, select No, I will restart my computer later. Click Finish. If you are not installing other software, select Yes to restart the computer. Click Finish. 15 of 22

16 Install the Intellex API Software and Patch This is the Intellex interface software that allows the IntelleView Operator Client to access live video and archived video clips from the Intellex recorder in the store. 1. Shut down the Operator Client, Administrator Client, IntelleView Server and Database applications. Note: If you are re-installing the Intellex API software, you must first un-install the previous version. Otherwise, continue with step 2 below. To uninstall the Intellex API software: a. Open the Add/Remove Programs Control Panel (Start->Settings->Control Panel->Add/ Remove Programs). b. Select Intellex API. c. Click the Add/Remove button and follow the prompts. When finished, continue with step Insert the IntelleView CD-ROM in the CD drive. 3. Open the Intellex API directory located on IntelleView software CD. 4. Double-click Setup.exe. The install program runs. 5. The Intellex API Setup screen appears. Click Next. 6. The Intellex API Setup License Agreement screen appears. Click Yes. 7. The Intellex API Setup appears. Choose Destination Location screen. Keep the default path, and click Next. 8. The Intellex API Setup Install shield Wizard Complete screen appears. Click Finish. 9. The Restarting Windows dialog appears. Select No, I will restart my computer later. Click Finish. 10. Open the Intellex API_Patch directory located on the CD drive. 11. Copy the NcServerCOM.dll file from the CD. 12. Paste the NcServerCOM.dll file to the following directory: C:\Program Files\Sensormatic\COMObjects Note: You may have to select the View->Refresh menu to see Sensormatic directory. 13. The Confirm File Replace window appears. Click Yes. 14. If you are finished installing software, restart the PC. Otherwise, continue with installing the other required software. 15. Remove the IntelleView CD from the CD-ROM drive. Install the IntelleView Software This installs the following components: IntelleView Server (mmposemserver.exe), the Parser DLL (and supporting files), the Video System DLL, the Operator Client, and the Administrator Client software. 1. Shut down the Operator Client, Administrator Client, IntelleView Server and Database. Close any other open applications. 2. If you are re-installing this software, do the following: a. If there is currently a directory named Copy of IntelleView POS (or something similar) in the D:\Program Files directory, delete it now. b. Copy the existing IntelleView directory and paste it into the D:\Program Files directory. This creates a backup of the current IntelleView software, the store database, and the SvrInfo.ini files. Note: You may want to rename the directory to include the current backup date. c. Open the Add/Remove Programs Control Panel (Start->Settings->Control Panel-> Add/Remove Programs). d. Select IntelleView POS. e. Click the Add/Remove button and follow the prompts. f. Right-click the IntelleView POS directory. Select Delete. 3. Insert the IntelleView CD-ROM in the CD drive. 4. Open the IntelleView POS directory located on the CD-ROM. 5. Double-click Setup.exe. The Install Program runs. 6. The Welcome screen appears. Do one of the following: If you have not closed all programs, or you do not want to continue with installing the software, click Cancel. If you are ready to begin installing the software, click Next. 7. The Software License Agreement screen appears. Click Yes. 8. The Information screen appears. Click Next. 9. The User Information screen appears. Do the following: Keep the default information in the Name field. Enter the Customer Name (for example, Federated) in the Company field. Enter 100 in the Serial field. Click Next. 10. The Choose Installation Option screen appears. Select Fresh Installation. Click Next. 11. The Microsoft Data Access 2.1 screen appears. Click Yes. Program files start loading. 12. The Microsoft Data Access 2.1 Setup screen appears. Click Continue. 16 of 22

17 13. The Microsoft Data Access 2.1 Setup screen appears. Click the button that looks like a picture of a computer. Program files start loading. 14. The Microsoft Data Access 2.1 Setup complete screen appears. Click OK. 15. The Choose Destination Location screen appears, Keep the default path (D:\Program Files\IntelleView POS). Click Next 16. The Select Components screen appears. Select Server, Clients (Operator Client and Admin Client) and Help. Click Next. 17. The IntelleView POS Server Startup Information screen appears. Enter Administrator in the User field. Enter posem in the Password field. 18. The Select Operating Mode screen appears. Select one of the following depending upon the Intellex hardware connections: If CCTV system outputs are connected to the Intellex inputs, select Record Some. If camera outputs are directly connected to Intellex inputs, select Record All. Click Next. 19. The Store Name screen appears. Enter the store name. For example, MW160, Richs02, BLM299. Click Next. IMPORTANT! This sets the DATABASE NAME for this IntelleView server. 20. The Parser Selection screen appears. Select the customer specific parser. For example, Parser\Federated Parser. Click Next. 21. The Select Program Folder screen appears. Select Administrative Tools. Click Next. 22. The Start Copying Files screen appears. Click Yes. Program files start loading. 23. The Setup Complete screen appears. Select No, I will restart my computer later. Click Finish. 24. If you had opted to re-install the IntelleView software: a. Copy the SvrInfo.ini file from the copy of IntelleView POS/Clients/Operator Client directory that you made in step 2b. b. Paste the SvrInfo.ini file into the D:\Program Files\IntelleView POS/Clients/Operator Client directory. c. Paste the SvrInfo.ini file into the D:\Program Files\IntelleView POS/Clients/Admin Client directory. d. Continue with step If you are finished installing software, restart the PC. 26. Remove the IntelleView CD from the CD-ROM drive. Configure the SvrInfo.ini File The SvrInfo.ini file is where you enter the connection information for each store you want to access remotely. You must enter the IntelleView database name (such as MW160), the IntelleView IP address, and the dial-up phone number (if using a modem for connection). Note: If you copied the SvrInfo.ini file from a previous installation of the IntelleView software on the computer, you do not need to update this file. The settings should be correct. 1. Open Operator Client directory located in the D:\Program Files\IntelleView POS\Clients directory. 2. Open the SvrInfo.ini file using a text editor such as Notepad or WordPad. The file contents are similar to Example 1. Remove the Beta2 and Beta3 groupings. The STORE and NAME must match exactly the name of the IntelleView database in the store. The name entered at the STORE = label under the [DEFAULT] label will appear as the default name in the Connection Dialog drop down list. Example 1: SvrInfo.ini default file contents [DEFAULT] STORE = Beta1 [Beta1] NAME = Beta1 IPADDR = PREFIX = 0 COUNTRY = 91 AREA = 080 PHONE = Enter the main store name where STORE = Beta1 (located under [DEFAULT]). This is the name assigned to the database, in step 19 of Install the IntelleView Software. For example: STORE = MW Change [Beta1] and NAME = BETA1 to the STORE name from step 3 above. For example: [MW160] NAME = MW Enter the IP address for the IntelleView system in this store, where IPADDR = is the IntelleView s IP address in the store. Note: If you do not know the IP address for the computer, open the MS-DOS prompt, and enter IPCONFIG to obtain the address. 6. If a dial-up connection is not required, do not change the PREFIX, COUNTRY, AREA, or PHONE information. Otherwise, enter the dial-up phone number information. The data should look like the information in Example If remote access additional stores is required, duplicate the store information grouping and enter the other store information. Leave a blank line between groupings. The completed information should look similar to Example of 22

18 Example 2: Completed SvrInfo.ini file with multiple stores [DEFAULT] STORE = MW160 [MW160] NAME = MW160 IPADDR = PREFIX = 0 COUNTRY = 91 AREA = 080 PHONE = [MW161] NAME = MW161 IPADDR = PREFIX = 0 COUNTRY = 91 AREA = 080 PHONE = [MW162] NAME = MW162 IPADDR = PREFIX = 0 COUNTRY = 91 AREA = 080 PHONE = Close and save the changes to the SvrInfo.ini file. 9. A duplicate of this modified SvrInfo.ini file must be copied from the Operator Client directory and pasted into the Admin Client directory. Continue with Connect to a Store. Connect to a Store You are ready to check the connection to the store. 1. The IntelleView server must be running in the store you want to connect to. Otherwise, the IntelleView Operator and IntelleView Administrator software will not be able to make a connection. 2. Double-click the IntelleView Operator shortcut icon on the desktop. Note: If the OperatorClient.exe DLL Initialization Failed error dialog appears, RAS is not currently installed on your computer. See Install Remote Access Service (RAS) Windows Software on page When the Operator Client Store Selection dialog appears, select the desired store name from the drop down list and click the Connect button. 4. Select the Real Time Exceptions tab on the bottom portion of the IntelleView Operator screen. Live exceptions should begin to appear in the grid. IMPORTANT! If you have administrator privileges, you may start the IntelleView Administrator software by double-clicking the appropriate shortcut icon on the desktop, or by clicking (the Administrator Tool button) in the IntelleView Operator tool bar. Install Remote Access Service (RAS) Windows Software This is the Windows NT Services software that the IntelleView Clients need in the event a user tries to connect via a dial-up modem. 1. Open the Control Panel (click Start->Settings-> Control Panel). 2. Open the Network control panel. 3. Click the Services tab. Verify that Remote Access Service is not in the list of installed services. 4. Click the Add button. Remote Access Service should appear in the Network Service list. 5. Select Remote Access Service and click OK. IMPORTANT! Do not select Have Disk. 6. On the Windows NT Setup screen, enter C:\i386\ in the text box. Click Continue. a. If a Non-critical Error dialog appears, click the Exit button, then the Yes button. b. Repeat from the Click the Add button (step 4 above), but enter D:\i386\ in the text box. c. If the Non-critical Error dialog appears again, the RAS software is not on the users PC. d. Insert the IntelleView CD-ROM in the CD drive. e. Copy the i386 directory to the IntelleView D: drive (root) directory. This will take several minutes. f. Repeat from the Click the Add button (step 4 above), entering D:\i386\ in the text box. A dialog with progress bar will quickly appear and disappear. The RAS software has been located. 7. On the Add RAS Device screen, select COM2, and click OK. 8. On the Remote Access Setup screen, click Continue. 9. Remote Access Service should now appear in the Network Services list of the Network Screen. 10. Delete the i386 directory on the IntelleView D: drive. 11. Click CLOSE. A Bindings Review dialog should appear, then a dialog asking you to restart your computer. Click Yes. 12. When the computer reboots, the IntelleView Database and Server should automatically launch. This may take several minutes. Please be patient. 13. The database splash screen should appear. The store database name appears in the title bar. It will then minimize to the Taskbar near the Time display. 14. The server splash screen should appear, and then minimize to the Taskbar near the Time display. Return to Connect to a Store on page of 22

19 IntelleView Remote Client Software Installation! CAUTION: The instructions for installing the IntelleView remote client software are provided in this document for convenience purposes. These instructions are intended for service personnel use. Follow these instructions for installing the IntelleView Operator and Administrator software on remote (dial-up or other network) computers. All of these instructions must be followed to ensure access the IntelleView server. IMPORTANT! Do not use this procedure for upgrading software on the IntelleView POS computer. Follow the instructions included with the upgrade software. Minimum PC Requirements Processor: Pentium II, 266 Megahertz, or greater Operating System: Windows 98, Windows NT 4.0, or Windows 2000 Operating System Hard Drive Space: 50 MB or greater Memory (RAM): 128 MB or greater Before starting this procedure: 1. Close all other programs. 2. Install in the sequence indicated. 3. Insert the IntelleView POS CD-ROM into the CD drive. Install the Database Client Software This installs the database interface software that allows the IntelleView clients to access the POS database on the IntelleView server PC in the store. 1. Open Sybase SQL Anywhere 6.03 directory located on CD drive. 2. Double click Setup.exe. The install program runs. 3. The Welcome screen appears. Click Next. 4. The Software License Agreement screen appears. Click Yes. 5. The Registration Number screen appears. Enter 1, and click Next. 6. A warning about an invalid Registration number appears. Click Next. 7. The Server dialog box warning about the about invalid registration number appears. Click OK. 8. The Select Components screen appears. Click the INSTALL button next to Adaptive Server Anywhere. 9. The Select Components screen appears. Click the INSTALL button next to ASA for Windows NT. 10. The Welcome screen appears. Click Next. 11. The Choose Destination Location screen appears. Keep the default path (C:\Program Files\,Sybase). Click Next. 12. The Setup Type screen appears. Choose Network Client, and click Next. 13. The Select Components screen appears. Select Adaptive Server Anywhere, and click Next. 14. The Select Program Folder screen appears. Select Administrative Tools, and click Next. 15. The Start Copying Files screen appears. Click Next. Program files start loading. 16. When files complete loading, the Setup Complete screen appears. Deselect Read Me request, and click Finish. 17. The Select Components screen appears. Click Finish. 18. The Setup Complete screen appears. Select No, I will restart my computer later. Click Finish. Continue with Install the Intellex API Software. 19 of 22

20 Install the Intellex API Software and Patch This installs the Intellex interface software that allows the IntelleView Operator Client to access live video and archived video clips from the Intellex recorder in the store. 1. Open the Intellex API directory located on IntelleView POS software CD. 2. Double-click Setup.exe. The install program runs. 3. The Intellex API Setup screen appears. Click Next. 4. The Intellex API Setup License Agreement screen appears. Click Yes. 5. The Intellex API Setup appears. Choose Destination Location screen. Keep the default path, and click Next. 6. The Intellex API Setup Installshield Wizard Complete screen appears. Click Finish. 7. The Restarting Windows dialog appears. Select No, I will restart my computer later. Click Finish. 8. Open the Intellex API_Patch directory located on the CD drive. 9. Copy the NcServerCOM.dll file. 10. Paste the NcServerCOM.dll file in the following directory: C:\Program Files\Sensormatic\COMObjects Note: You may have to select Refresh under View menu to see Sensormatic directory. 11. The Confirm File Replace window appears. Click Yes. Continue with Install the IntelleView Client Software. Install the IntelleView Client Software This is the same IntelleView Operator and IntelleView Administrator software that runs on the IntelleView PC in the store. 1. Open the IntelleView POS directory located on the IntelleView POS software CD. 2. Double-click Setup.exe. The install program runs. 3. The Welcome screen appears. Do one of the following: If you have not closed all programs, or you do not want to continue with installing the software, click Cancel. If you are ready to begin installing the software, click Next. 4. The Software License Agreement screen appears. Click Yes. 5. The Information screen appears. Click Yes. 6. The User Information screen appears. Do the following: Keep the default information in the Name field. Enter the Customer Name (for example, Federated) in the Company field. Enter 100 in the Serial field. Click Next. 7. The Choose Installation Option screen appears. Select Fresh Installation, and click Next. 8. The Microsoft Data Access 2.1 screen appears. Click Yes. Program files start loading. 9. The Microsoft Data Access 2.1 Setup screen appears. Click Continue. 10. The Microsoft Data Access 2.1 Setup screen appears. Click the icon that looks like a computer. Program files start loading. 11. The Microsoft Data Access 2.1 Setup complete screen appears. Click OK. 12. The Choose Destination Location screen appears. Keep the default path: D:\Program Files\IntelleView POS Click Next. 13. The Select Components screen appears. Select Clients (Operator Client and Admin Client) and Help. IMPORTANT! Do not select Server. Click Next. 14. The Select Program Folder screen appears. Select Administrative Tools. Click Next. 15. The Start Copying Files screen appears. Do nothing. Click Yes. Program files start loading. 16. The Setup Complete screen appears. Select Yes, I want to restart my computer, click Finish. 17. Remove IntelleView CD from the drive. Wait for your system to restart. 18. When the PC reboots, the IntelleView Database and Server should automatically launch. This may take several minutes. Please be patient. 19. The database splash screen should appear. The store database name appears in the title bar. It will then minimize to the Taskbar near the Time display. 20. The server splash screen should appear, then minimize to the Taskbar near the Time display. Continue with Configure the SvrInfo.ini File. 20 of 22