Installation Instructions for WinPRISM Version Update

Transcription

1 Installation Instructions for WinPRISM Version Update Nebraska Book Co., Inc

2 Copyright 2012 by Nebraska Book Co., Inc. All rights reserved. This document contains proprietary information of Nebraska Book Co., Inc. Any reproduction of this information in whole or in part without prior written authorization is prohibited. Use of this material for purposes other than in connection with WinPRISM is in violation of the license agreement. WinPRISM is a registered trademark of Nebraska Book Co., Inc. Every attempt has been made to make this material complete, accurate, and up-to-date. Users are cautioned, however, that Nebraska Book Co., Inc. reserves the right to make changes to the software and its related documentation without notice and shall not be responsible for any damages (including inconsequential) caused by reliance on the material presented, including, but not limited to, typographic, arithmetic, or listing errors. WinPRISM Update Instructions Published 12/18/2012 by: CBMS (College Bookstore Management Systems) A division of Nebraska Book Co., Inc South 19th Lincoln, Nebraska (402) Printed in U.S.A.

3 Vital Information Concerning Current version installed must be 22 or higher prior to loading NET 4.0: WinPRISM version and higher will require.net 4.0 on all servers, workstations, and registers. SQL 2008 Required: A prerequisite for Version 22 is SQL2008. For those users that are enrolled in our ISV program, this upgrade doesn t cost anything, and in most cases is a simple process. For those users who want to go from 32bit to 64bit, it will require additional efforts so please contact support for more details. We strongly recommend Server bit with SQL bit to take advantage of the performance and security offered in those products. SQL2008 can still run under the Server 2003 OS, but Server 2008 will be required for other offerings in the near future

4 Installation Instructions for WinPRISM Version Update These instructions are for upgrading your WinPRISM SQL Server, WinPOS Distributed SQL Server and/or Comm/Admin server, along with associated WPConsole, WinPRISM, WPAdmin, and WPPOSReg applications. It is assumed that the computer being updated is one you have also used for running the WPConsole program. The update does not need to be loaded at month end, but can be loaded at any time during the month. IMPORTANT NOTES: ALL users must be logged out of WinPRISM, WPAdmin and/or WPPOSReg (the WinPOS register program) before the update can be loaded on any of your SQL server computers or another computer running WPConsole. If the update is not able to complete correctly and the installation program needs to restore your data back to your current version, it will not be able to do the restore if any users are logged into any of these applications. If WPConsole is open on the SQL server computer, close it, and stop the service. If it is open and running, the update to WPServer will not be able to complete. Also, be sure to turn off the web lines. See the update instructions for more details. Since ALL users must be logged out of WinPRISM, WPAdmin and/or WPPOSReg before the update can be done, you will need to do the update after hours, after the registers have been closed for the day, or the next morning before you begin using WinPrism functions. Be aware that the update can take up to 3 hours to complete, so plan appropriately. Before starting the update, check to make sure you have: Current Version installed of 22 or higher. The WinPRISM version portal address and your login information. These loading instructions. All applicable documentation pertaining to the update. Customer Support s telephone number (800) The length of time it will take to install WinPRISM version on any given server will be 30 minutes to 3 hours, depending on the speed of the server and the size of the databases. For WinPRISM POS - If you have more than one SQL server computer (e.g. a Main SQL Server computer and a Distributed SQL Server computer), you must install the update first on the MAIN SQL Server computer. Immediately after that, install it on any Distributed SQL Server computers and/or Comm/Admin computers you have in your store(s). If you attempt to install it on a Distributed SQL Server computer before the Main SQL Server computer has been updated, a message will display, telling you that you must update the Main computer first, and the installation on the Distributed SQL Server computer will be stopped. Registers will not function until the Distributed SQL Server computers and/or Comm/Admin computers have been updated

5 Update Workflow 1. WinPRISM v24 System Requirements (page 4). 2. Make sure you have a current backup (page 5). 3. Stop WPServer (page 5). 4. Load the update (page 7-15). 5. Restart WPServer (page 16). 6. Update all WinPRISM POS servers repeating steps 3-5 above. 7. Update all clients (workstations, registers, fail safe) (page17-26). 8. Fax NBC (page 27). 9. In Case of ERRORS (page 12). Follow these steps for each version update. If updating more than one version, load each version to main and POS Servers one version at a time. For example; load v22 to main server and then POS Servers; then load v23 to Main and POS Servers; and then load v24 to Main and POS Servers

6 WinPRISM v24 System Requirements The current version installed must be v22 or higher prior to loading v24..net 4.0 WinPRISM version and higher will require.net 4.0 on all servers, workstations, and registers. As part of the update on each system to WinPRISM 22, the system will automatically download and install Microsoft.NET 4.0, provided the system in question has access and rights to download and install the file from Microsoft. If not, the update will fail, and users will need to install.net 4.0 manually on the system prior to loading the update. SQL 2008 Required A prerequisite for Version 22 is SQL2008. For those users that are enrolled in our ISV program, this upgrade doesn t cost anything, and in most cases is a simple process. For those users who want to go from 32bit to 64bit, it will require additional efforts so please contact support for more details. We strongly recommend Server bit with SQL bit to take advantage of the performance and security offered in those products. SQL2008 can still run under the Server 2003 OS, but Server 2008 will be required for other offerings in the near future

7 Backup Make sure your backup is being done and that it is current. While the backup is created during the update process, you should always make sure you have a recent backup before starting. Stop WPServer 1. You will also need to stop the WPServer service. To do so, click Start > Settings > Control Panel. 2. Once there, open Administrative Tools 3. Open Services 4. Locate the WPServer service. 5. Right click the line, and choose Stop

8 Download Update File If you have screen saver mode set on the server, turn it off to avoid having the screen go blank during portions of the update. 1. Go to the portal download page for the update. 2. Locate the file called WinPRISM Server Update File. Click the link. When prompted, choose to save the file to your hard drive. 3. Save the file to the desktop

9 Load the Update on All Servers (ICS Main Server First) 1. Once file is downloaded, double click the WPUpdateSSU_24.1b04_xxxxxxxx.exe file on the desktop. A Setup WPUpdate window opens. 2. Click Next. A Database Information screen displays

10 3. Fill in the following fields, as shown above. User Name: enter wpadmin. Password: enter the appropriate password. DSN: select (Local). The Drive combo box: choose the appropriate drive from the dropdown list. The installation program uses the drive specified in the combo box for installing temporary update files and for doing a database backup before it updates your databases. NOTE: The installation process requires approximately 155 megabytes of free space. If there is not enough room on the drive for a backup, the installation will fail when it tries to do the backup. If that happens, an error will appear and you will cancel the installation. In that case, simply start the installation again and on this screen select another drive on your server from the Drive combo box. If you only have a single drive and that drive is full, click Cancel to stop the installation and contact Support to help you clear space on your C:\ drive. Restore Database: DO NOT check the checkbox. 4. Click Next. A Select Components screen displays. 5. Select Full Installation in the dropdown box

11 6. Click Next. A Ready to Install screen displays. 7. Click Install. An installing screen displays, and shows that it is extracting files. 8. The installer program displays Step 1 of x. NOTE: This is where the process does a backup of your data

12 9. When the backup has completed successfully, the program goes to step The system uninstalls WPServer and WPConsole, if installed on your server

13 11. The system then updates through all steps, with screens similar to the following: 12. The system will then continue to update with steps for the training database

14 13. SQL will then be restarted. IN CASE OF UPDATE ERRORS: If at some point in the installation an error displays, DO NOT TRY AGAIN. If you attempt to update again, you may lose valuable log data, or it may corrupt your system. Write down the error completely or do a screen-print. The programmers will need to know what it said. Once you have recorded the error, click OK. The Completing the WPUpdate Setup Wizard window displays (see below). Click Finish. If there is any problem with the installation, the process automatically restores the backup that was done in Step 2 of the installation. THIS MAY TAKE CONSIDERABLE TIME. Do NOT kill the process!!! When finished, your system will then be the same as it was before you began the update process and you will be able to use your system with it still on the current version. If you have problems and are doing this update during regular support hours (7am-6pm, Central Time, Monday-Friday), call WinPRISM ICS or POS Customer Support. If you have a problem at any other time, call the ICS or POS Support number, Follow the options for after-hours support, and you will be connected with a support representative. Let them know exactly what the error was, and at what stage in the update that it occurred (if you can tell)

15 14. If no errors occur, after the last step of the WPUpdate process has successfully completed, a Completing the WPUpdate Setup Wizard screen displays. 15. To update WPServer/WPConsole, leave the checkbox checked and click Finish. If you do not run WPServer/WPConsole on this particular computer, you will not see an option to run WPServerSetup. Just click Finish. The installation process will skip the WPServer installation and be complete at this step. 16. If you are updating WPServer, a WPServer and WPConsole screen displays

16 17. Click Next. A Select Components screen displays. Select Full Installation from the combo box. 18. Click Next. A Ready to Install screen displays. 19. Click Install. Messages display, showing that WPServer is being uninstalled and reinstalled. If a file already exists, the system will prompt. Any time this occurs, choose YES to overwrite

17 20. When the files have been successfully extracted and installed, a Completing the WPServer and WPConsole screen displays. 21. Click Finish. 22. Now that the update is complete, Customer Support needs to be notified. Please complete the accompanying Fax Back sheet and send it to (402)

18 Restart WPServer 1. Repeat update instructions for every WinPOS Server. 2. Start the WPServer service on every server. To do this, open Administrative Tools > Services. Locate the WPServer line. Right click the line, and choose Start. After the Update 1. You will need to update each workstation and each register that runs WinPRISM to the new version of WinPRISM. For details, see below. 2. You will need to update each register running WPPOSREG to the new version. For details, see below. 3. You will need to update all fail safe registers to the new version. For details see below. 4. If you had the Screen Saver turned on before, you will want to restore that setting after the update is fully functional

19 WinPRISM and WPAdmin Client Updates REMINDER: All workstations and registers must be on.net 4.0 to run versions of WinPRISM. Updating WinPRISM and WPAdmin: 1. The first time you log into WinPRISM on each client (a workstation or cash register) after the update has been done, you will see the following message: "The database and application versions do not match. Do you want to update WinPRISM at this time?" You will simply need to answer "Yes" to this question. 2. Your workstation will FTP to Nebraska Book's FTP server, pull the CAB (update) file from the server, and extract the new software. 3. Once the file is obtained, you will see the following dialog:

20 4. You will see the following as components for Crystal Reports are installed: 5. When finished, you will see the following. Click NO, as a restart is not necessary. Be aware that this process will take several minutes (possibly up to 30). If you think the update has "hung up", please do NOT end the task. Instead, call Support at Also, be aware that in order to update the WPPosReg clients on your cash registers, you will need to open the registers for the day in WPAdmin. This means that at least one client has to have WinPRISM updated on it before you update the register program, so you can log into WPAdmin to open the registers, prior to updating WPPosReg on the registers. Also note that WPPOSReg does not require the Crystal Reports components, so you will not see that box

21 WPPOSReg Update REMINDER: All workstations and registers must be on.net 4.0 to run versions of WinPRISM. 1. The first time you log into WPPOSReg on each client after the update has been done, you will see the following message: "The database and application versions do not match. Do you want to update WPPOSReg at this time?" You will simply need to answer "Yes" to this question. 2. Your workstation will FTP to Nebraska Book's FTP server, pull the CAB (update) file from the server, and extract the new software. 3. When finished, you will see the login screen again. Log in normally. Be aware that this process will take several minutes (possibly up to 20). If you think the update has "hung up", please do NOT end the task. Instead, call Support at

22 Fail Safe Registers Update REMINDER: All workstations and registers must be on.net 4.0 to run versions of WinPRISM. I Preinstallation requirements 1. The store s servers must be on WinPRISM version If the failsafe/stand-alone register was used in previous versions, the failsafe/standalone software will have to be uninstalled. 1. Make sure all transactions on the register have flowed back to the store s database and posted correctly. 2. Remove SQL Setup Support Files, SQL Native Client, SQL VSS Writer, SQL Server Database Services, and SQL Server Express or SQL Server 2005 from Add/Remove Programs in Control Panel. Delete the prism_data folder under C: 3. Version WPPOSReg application needs to be installed and configured on the register, and the register has to be able to communicate with the server. 4..NET 4.0 is required to be loaded on all workstations and registers that connect to the ICS or POS servers. This means your workstations and registers must be on Windows XP or higher. WinPRISM clients and registers on Windows 98 and Windows 2000 will NOT be supported. You can obtain the.net 4.0 update here: This file requires that the workstation or register has access to the internet. If it does not, you will need to load the following file onto a flash drive or other shared drive, and move it over to each register or workstation manually. Then, execute it An ODBC DSN entry for the POS System s database server needs to be configured. The server may be a distributed database server or the main server for a small site with only one database server. This connection will be used to synchronize store data between the database server and the local database on the register s computer. (See Appendix A.) 6. The time on the register and the time on the server(s) must be set to within 10 minutes of each other. 7. Care should be exercised to prevent transaction numbers from being the same on more than one transaction. Prior to the installation, go to WPAdmin > POS tab > Parameters > Sequence Series and change your sequence series for your Sales Receipts, Customer Numbers, and Gift Certificates. (Make sure the WinPRISM DSN is pointing to the main server for this process so that all distributed servers get the changes.) For a single-store system, this is fairly straightforward and can be accomplished by changing the template for Sales Receipts to ######-@R will cause the register number to be assigned as the last characters of the transaction number, such as ). For the Customer Numbers and Gift Certificates, follow the same procedure. For multiple-store situations, you will want to define a slightly different template for the Sales Receipts, such as 1-######-@R or M######-@R for the main store and 2- ######-@R or E-######-@R for a 2nd or East location

23 II. Failsafe Installation 1. Reboot the register and do not start up any programs. 2. Call POS Support and ask them to download Failsafe Double-click on setup.exe once it is downloaded to install the standalone register software. When the Welcome screen comes up, click on Next. 3. Even though the window will allow you to change the User Name to something other than sa, leave it as sa. To enable support to access the database records, you can use supportg3 for the password, or to increase security you can make this a unique password. NOTE: Record the unique password and store it in a secure place. Click Next to continue

24 4. On the Select Components screen, leave all three boxes checked and click on Next. 5. Now you are ready to install the failsafe/standalone software. Click on Install. 6. Failsafe/Standalone files will be extracted to the register

25 7. The installation package loads SQL Server Express. 8. Components are configured for SQL Express

26 9. SQL Express and databases are installed. 10. When SQL Express is finished, the setup wizard for WPServer and WPConsole will start. 11. Keep the defaults all three boxes checked - for the components to be installed and click Next

27 12. Click on Install. 13. Files are extracted to load WPConsole and WPServer. 14. If a box appears stating that WPCommR.dll already exists, click on Yes to overwrite it

28 15. When Installation Complete screen appears, click Close to finish

29 16. The Completing Failsafe POS Setup Wizard appears. Click Yes and restart the computer now, or No to restart the computer later and complete the Failsafe POS installation. 17. The installer will make necessary changes to Windows XP, which will allow communication with the main or distributed database server. 18. Any errors encountered by the installer are logged in C:\prism_data. (If the prism_data folder was deleted in the pre-installation section, the folder was re-created with the Failsafe POS setup wizard.) The installer will display the first two lines of any error from the log files. You can review the rest by looking at the specified log file

30 WinPRISM/WinPOS FaxBack Sheet Post-Update Dear User, So we may better serve you, please fill out this brief questionnaire. When you fax this sheet back to us, we will know you have successfully performed the Version update, and we will update our records accordingly. Please feel free to include an additional page if you would like to comment on the update process CBMS Customer Support Fax To: (402) Nebraska Book Co., Inc Store: City: State/Prov.: Nebraska Book Company Account Number Your name: Completion date of Update: Circle the server(s) that were updated. Main SQL Server Distributed SQL Server Comm/Admin