PC SETUP GUIDE Windows 7 + MicroSale

Transcription

1 PC SETUP GUIDE Windows 7 + MicroSale

2 TABLE OF CONTENTS Windows 7 Setup guide... 3 Configuring the default administrator account... 3 Configuring additional accounts... 3 Dealer Account... 3 End User Account... 4 Configuring Auto-Logon Part Computer Name / Work Group... 4 Configuring the Control Panel... 5 Automatic Updates... 5 Display... 5 Screen Saver... 5 Folder Options... 5 Internet Options... 5 System Performance... 5 Network and Sharing Center... 6 Power Options... 6 Date and Time... 6 Windows Firewall... 6 User Accounts... 7 Downloading the M$CD... 7 Installing and configuring anti-virus software... 7 Installing printers... 7 Installing Ultra VNC (optional)... 7 Installing TeamViewer Version 7 (or lower)... 7 Installing the Key Driver (Version 8 Only)... 8 Installing MicroSale Version Installing MicroSale Version Sharing Micro$ale... 8 Configuring the MicroSale Icon... 9 SQL Sites... 9 Configuring Auto Logon Part Microsale configuration guide Licensing MicroSale (for Version 8 only) Configuring the terminal name in MicroSale... 10

3 Configuring remote registers (for sites with more than 1 terminal only) Configuring Pathing File Server (any environment) Full Service Environment Quick Service Environment Configuring Register Options by Terminal Configuring Default Selections Configuring a Register Number Configuring Printers & Cash Drawers within MicroSale Receipt Printer Report Printer (Optional) Remote Printer(s) Configuring Printer Escape Codes Configuring a Cash Drawer(s) Credit Card Setup Gift Card Setup Payment Type Configuration Version Version Configuring Sales Tax... 13

4 WINDOWS 7 SETUP GUIDE This setup document can be used for sites running MicroSale Version 8 or Version 9. This document needs to be followed per each terminal. LOCATION NAME: Configuring the default administrator account Please note the same Password must be used on all terminals in order for MicroSale to communicate properly. 1. Select Start 2. Select Run Note: If you do not see Run, then do a search for it in Windows 3. Type control userpasswords2 then select OK 4. Select the Advanced tab and then select the Advanced button 5. Double-click the Users folder to open it 6. Right-click on Administrator from within the list and select Set Password 7. Type a strong password for the default Windows Administrator account. Record password here: Note: This default account will NOT be used, however, the password must be changed at least every 90 days for PCI- Compliancy. This password will be the same on every station for the Administrator account. Configuring additional accounts Please note the same Username and Password must be used on all terminals in order for MicroSale to communicate properly. Dealer Account 1. Go back to the Users folder 2. Select Action from the toolbar at the top and select New User 3. Type a new administrator account User Name for your company: 4. Type a strong password for the new user account for your company: 5. Close the New User window and select the Users folder again The username and password below will be the SAME on EVERY TERMINAL!! 6. Double-click on the newly created Dealer Account to launch the Administrator Properties window and enable the option for Password Never Expires 7. Select Apply Note: This is to prevent interruption of network communications during normal operations due to expired passwords, but all passwords must be changed at least every 90 days for PCI Compliancy. 8. From within the Administrator Properties window select the Member of tab and assign it to the Administrators group 9. Select Apply and then close the Administrator Properties window

5 End User Account 1. Go back to the Users folder 2. Select Action from the toolbar at the top and select New User 3. Type a new administrator account User Name for the site: 4. Type a strong password for the new user account for the site: 5. Close the New User Window and select the Users folder again 6. Double-click on the newly created End User Account to launch the Administrator Properties window and enable the option for Password Never Expires 7. Select Apply Note: This is to prevent interruption of network communications during normal operations due to expired passwords, but all passwords must be changed at least every 90 days for PCI Compliancy. 8. From within the Administrator Properties window select the Member of tab and assign it to the Power Users group. 9. Select Apply and then close the Administrator Properties window 10. For any and all other accounts listed, double-click the account name and select the Account is disabled checkbox 11. Select Apply and then exit back to the Windows Desktop Configuring Auto-Logon Part 1 1. Select Start 2. Select Run Note: If you do not see Run, then do a search for it in Windows 3. Type control userpasswords2 then select OK 4. Check the checkbox for Users must enter a username and password to use this computer located at the top of the User Accounts window 5. Select the newly created Dealer Administrator account name 6. Uncheck the checkbox for Users must enter a username and password to use this computer located at the top of the User Accounts window 7. Select Apply 8. Type the password for that account and confirm the password Note: This is temporary to facilitate the computer setup which requires administrator access and several Windows restarts. After the computer is configured, but prior to being used in a live environment, you will reset the auto-logon to the Power User account (End User Account created earlier) 9. Restart Windows to test the auto-logon feature Computer Name / Work Group 1. Select Start 2. Select Control Panel 3. Select System 4. Select Advanced system settings from the left side of the window 5. Select the Computer Name tab 6. Select the Change button 7. Type in the desired computer name as well as the name of the workgroup that all terminals will be assigned to 8. Select OK, when finished 9. Select OK to close the System Properties window The username and password below will be the SAME on EVERY TERMINAL!!

6 Configuring the Control Panel Automatic Updates 1. Select Start 2. Select Control Panel 3. Select Windows Update 4. Select Change Settings from the left side of the window 5. From the dropdown menu of the Important Updates section, select Install updates automatically (recommended) 6. From the Install new updates section select Every day and then select a time that will not interfere with normal POS operations such as 3:00 AM 7. If any updates are available, you should download and install them at this time. It is necessary to finish this process prior to installing Microsale. 8. Select OK, when finished, to return to the Control Panel Display 1. Select Display 2. Select Adjust Resolution from the left side of the window 3. Select 1024 x 768 from the Resolution dropdown 4. Select OK, when finished 5. Select the back arrow to return to the Control Panel Screen Saver 6. Select Personalization 7. Select Screen Saver from the bottom, right side of the window 8. Configure a screen saver and do not select On resume, display logon screen 9. Select Ok, when finished 10. Select the back arrow to return to the Control Panel Folder Options 1. Select Folder Options 2. Select the View tab 3. Select the radio dial for Show Hidden Files, folders, and drives 4. Unselect the checkbox for Hide extensions for known file types 5. Unselect the User Sharing Wizard (Recommended) 6. Select OK, when finished, to return to the Control Panel Internet Options 1. Select the General tab 2. Enter either MicroSale s website or your own Dealer website address into the Home Page section 3. Select the Advanced tab 4. Unselect the checkbox for Use Passive FTP (for firewall and DSL modem compatibility) 5. Select OK, when finished, to return to the Control Panel System Performance 1. Select System 2. Select Advanced system settings from the left side of the window 3. From the Performance section select Settings 4. Select the radio dial for Adjust for best performance 5. Select the Advanced tab

7 6. Select the radio dial for Background services 7. Select Change from the Virtual Memory section 8. Select the radio dial for Custom Size: 9. Enter the Recommended amount (located at the bottom of the window) into the Initial size field 10. Double the Recommended amount and enter this number into the Maximum size field 11. Select OK, to return to the Performance window 12. Select Apply and then OK to return to the System Properties window 13. From the Startup and Recovery section select Settings 14. From the System Failure section unselect the checkbox for Automatically restart 15. Select OK, when finished, to return to the Control Panel Network and Sharing Center 1. Select Network and Sharing Center 2. Select Local Area Connection from the View your active networks section 3. Select the Properties button 4. Select Internet Protocol Version 4 and then select the Properties button 5. Set the IP Address, Subnet Mask, Default Gateway, Preferred DNS Server 6. Select OK then Select OK/Close 7. Select Close then Select Back to return the Control Panel Power Options 1. Select Power Options 2. Select Change plan settings for which ever plan you are currently using (i.e. Balanced ) 3. Select Change advanced power settings 4. Double-click on Balanced 5. Select No from the Require a password on wakeup dropdown 6. Select OK 7. Select the Back button twice to return to the Control Panel Date and Time 1. Select Date and Time 2. Verify the time zone/time/date (Change as needed) 3. Select OK, when finished, to return to the Control Panel Windows Firewall 1. Select Windows Firewall 2. Select Advanced Settings from the left side of the window 3. Select Windows Firewall Properties from the Overview section 4. Select the Domain Profile tab 5. From the State section Select Off for the Firewall state 6. Select the Private Profile tab 7. From the State section Select Off for the Firewall state 8. Select the Public Profile tab 9. From the State section Select Off for the Firewall state 10. Select OK, when finished 11. Select File from the top, left of the window and then Select Exit 12. Select the Back button to return to the Control Panel Note: You will use the firewall services built into the network router(s) so that Windows firewalls do not block normal POS communication between the local Workgroup computers

8 User Accounts 1. Select User Accounts 2. Select Change User Account Control Settings 3. Drag the Notification bar down to Never notify 4. Select OK 5. Select the Back button to return to the Control Panel 6. Exit out of the Control Panel 7. Restart the computer Note: If you do not restart immediately, these changes will not be saved Downloading the M$CD 1. Go to our FTP site: FTP:// / 2. Download the M$CD folder (Msaledealer folder $M$CD) to the C Drive of your terminal Note: On our FTP site we have added an extra $ at the beginning of the folder name so that this folder appears at the top of our file list, you are welcome to remove this symbol after downloading it Installing and configuring anti-virus software You are welcome to use any anti-virus software you would like, however, we recommend Avast and Malware Bytes. It is important to configure your anti-virus to only perform scans weekly, and only when it will not interfere with the performance of the software (i.e. when the system is in use). Installing printers It is important to understand that in order for MicroSale to print correctly, you must first have it printing accurately in Windows. Otherwise, MicroSale will fail to print any order or receipt for your customer. 1. Install local printer (Receipt) 2. Print test page in Windows 3. Install network printers (Kitchen, Bar, etc.) 4. Print test page in Windows 5. Install office printer (if applicable), share it, and set it as the default printer in Windows. 6. Print test page in Windows Installing Ultra VNC (optional) Ultra VNC is a free software available in the M$CD. This software will allow you to remote into other terminals on the same network. While this is optional to install, it is an extremely helpful tool for technical support agents. You do not need to install this for a one-terminal site. 1. Install Ultra VNC 2. Set a password (this will be the same password for all terminals) Note: Passwords must be changed at least every 90 days for PCI Compliancy. 3. Test the connection (you can only do this once you have another terminal configured with this software) Installing TeamViewer Version 7 (or lower) TeamViewer is a software that MicroSale uses to remotely log into a terminal. If you need technical support you must have this software available in order for a technician to be able to access your computer. We DO NOT use any other software and DO NOT install other remote software to assist dealers or end users.

9 1. You can find TeamViewer Version 7 in the M$CD 3 rd Party Applications TeamViewer OR through the following website: 2. You can either Run or Install the TeamViewer software 3. When it is finished, a window will display with an ID and Password that a technician can use to log in with Installing the Key Driver (Version 8 Only) If you are using MicroSale Version 8 you will need to install the key driver on the terminal that will have the USB key dongle attached to it. Note: Do not attach the key dongle to the terminal until the driver is installed. 1. Browse to C:\M$CD\Install Files\Key Drivers\ 2. Double-click on Install.exe 3. Select USB Dongle and Standalone 4. Select the Begin Install button 5. Install Success! message displays, otherwise if an error occurs contact technical support. 6. Select Close, when finished, and attach the USB Key Dongle 7. The Windows Found New Hardware Wizard message will display briefly followed by an Installation window 8. Select Install the software automatically and select Next 9. Select Finish when the wizard has completed Installing MicroSale Version 8 1. Browse to C:\M$CD\Install Files\Micro$ale Version 8.0.xxxx Install\ (Where 8.0.xxxx is the latest release of Micro$ale) 2. Double-click Setup.exe 3. Follow installation instructions Installing MicroSale Version 9 Go to FTP site and download the Version 9 Installation document. It is important to complete each step of this guide. FTP Msaledealer ~Dealer Help~ Version 9 Documentation V9 New Installation Guide Sharing Micro$ale Whether you are using MicroSale Version 8 or 9, it is important to share the folder properly to allow for complete communication between terminals. 1. Browse to C:\Program Files\ and right-click on the Micro$ale folder Note: If you are using Windows 64-bit your path will be C:\Program Files (x86)\ 2. Select Properties 3. Select the Sharing tab 4. Select the Advanced Sharing button 5. Select the checkbox for Share this folder 6. Select the Permissions button 7. Select the Add button 8. Type Administrators in the Enter the object names to select field 9. Select Check Names a. If you do not receive the Name Not Found window, then proceed on. Otherwise, check your spelling. 10. Select OK 11. Select Administrators from the list and select the checkbox for Full Control, Change, and Read 12. Select Apply

10 13. Select the Add button 14. Type Power Users in the Enter the object names to select field 15. Select Check Names a. If you do not receive the Name Not Found window, then proceed on. Otherwise, check your spelling. 16. Select OK 17. Select Power Users from the list and select the checkbox for Full Control, Change, and Read 18. Select Apply 19. Select Everyone from the list and select Remove 20. Select Apply, Select OK Configuring the MicroSale Icon 1. Right-click on the MicroSale icon (shortcut) from the Windows Desktop 2. Select Properties 3. Select the Compatibility tab 4. Select the checkbox for Run this program in compatibility mode for: 5. If it is not already selected, select Windows XP (Service Pack 3) from the dropdown menu 6. Select the checkbox for Run this program as an administrator 7. Select OK SQL Sites Please use the SQL Installation and Setup Guide to complete a SQL setup for MicroSale. Be sure to enable the Named Pipes SQL protocol in addition to the TCP/IP SQL Protocol Configuring Auto Logon Part 2 1. Select Start 2. Select Run Note: If you do not see Run, then do a search for it in Windows 3. Type control userpasswords2 then select OK 4. Check the checkbox for Users must enter a username and password to use this computer located at the top of the User Accounts window 5. Select the newly created End User account name 6. Uncheck the checkbox for Users must enter a username and password to use this computer located at the top of the User Accounts window 7. Select Apply 8. Type the password for that account and confirm the password 9. Restart Windows to test the auto-logon feature

11 MICROSALE CONFIGURATION GUIDE This document will include MicroSale configuration for both Version 8 and Version 9. These steps must be followed precisely, in order for the system to function and communicate properly. Licensing MicroSale (for Version 8 only) Note: If you are using Version 9 of MicroSale you will need to use the Version 9 Installation Guide for assistance with licensing this version. 1. Copy the license file into the Micro$ale folder (sitenameaddress.80x) Note: Contact Technical Support if you do not have your site s license 2. Optional: If you have pre-configured the menu, logo, etc. copy those files into the Micro$ale folder 3. Start MicroSale 4. Verify the site name and address are correct 5. Use the default Employee ID number of 9137 to gain access to the Managers Menu 6. Go to Mangers Menu Register Setup Paths Terminal Setup 7. Select System Paths Setup 8. Select Browse for Remote terminal and locate the name of the terminal where the USB Key Dongle is attached Note: If it is attached to the terminal you are on, type Local instead 9. When the computer name appears in the Remote Register Selection box, select the Location of Key button and select Save 10. Select Exit, Exit, and then Exit to Windows 11. Restart MicroSale and verify that the terminal shows Licensed at the top, right of the ID Screen Configuring the terminal name in MicroSale 1. On the ID Screen, enter 9137 and select Managers Menu 2. Select Register Setup Paths Terminal Setup 3. Select the Get Local Network Name (V8) or Get Network Name (V9) to load the Windows Network Name of the computer 4. Select Set Network Name (V8) and/or select Save 5. Select Exit 6. Select Exit to Windows 7. Restart MicroSale to verify the correct terminal name is displayed at the top, right on the ID Screen Configuring remote registers (for sites with more than 1 terminal only) 1. From the ID Screen, enter 9137 and select Managers Menu 2. Select Register Setup Paths Terminal Setup 3. Select Remote Register Setup 4. You can either type a remote terminal name OR you can use the Select Remote Register button to find it through Windows 5. Select Save between each Remote register entry Note: MicroSale will test for read/write access of the shared Micro$ale folder. If the test fails, repeat the steps for the Sharing MicroSale section of this document 6. Add all terminals into the remote register list (except for the terminal you are currently on) 7. When finished, select Exit

12 8. From the Number of Users dropdown select the highest number available in order to match the number of Remote Registers you have added 9. Select Save 10. Select Exit 11. Select Exit to Windows 12. Restart MicroSale and verify the Number of Users matches the Licensed number along the bottom of the ID Screen Configuring Pathing The pathing will be different depending on what environment you are going to be configuring and what terminal you are currently setting up as well. The Common Register Name is the location for Time Records, Credit Cards, Gift Cards, House Account Data, and Sales History Files. The Server Name is the location for Current Check and Sales Data information. File Server (any environment) 1. From the ID Screen, enter 9137 and select Managers Menu 2. Select Register Setup Paths Terminal Setup 3. The Server Name and Common Register Name fields will both show as (Local) and this should remain like this for the file server Full Service Environment 1. From the ID Screen, enter 9137 and select Managers Menu 2. Select Register Setup Paths Terminal Setup 3. The Server Name and Common Register Name fields will both show as (Local) on each new install Change both of these fields to instead have the terminal name of the file server Note: You can either type the name or use the Browse for Remote Register button to locate it within the network Common: File Server Example: POS1 Server: File Server Example: POS1 Quick Service Environment 1. From the ID Screen, enter 9137 and select Managers Menu 2. Select Register Setup Paths Terminal Setup 3. The Server Name and Common Register Name fields will both show as (Local) on each new install 4. Keep the Server as (Local) 5. Change the Common Path to have the terminal name of the file server Note: You can either type the name or use the Browse for Remote Register button to locate it within the network Common: File Server Example: POS1 Server: (Local) Example: (Local) Configuring Register Options by Terminal Register options enable various environments to become active within the system. It is important to select the correct options to fit the environment of the site. These settings are unique to each terminal. Configuring Default Selections 1. From the ID Screen, enter 9137 and select Managers Menu 2. Select Register setup Register Options by Terminal 3. Select either the: Quick Service, Full Service, or Kiosk/Video tab along the bottom of the screen 4. From the Default Selections section at the bottom of the screen select an environment to load 5. Once you have loaded the default selections, you can now customize it to fit your customer s needs

13 6. Select Save, when finished Configuring a Register Number 1. In Version 8: Go to the Quick Service tab and select a number from the Register Number dropdown list a. This is necessary for ANY environment, even if you are not a Quick Service restaurant b. The REG-# needs to be different for each terminal at the site 2. In Version 9: Go to the General tab and select a number from the Register Number dropdown list Note: You should follow the Version 9 Installation Guide for a complete list of set up instructions for this version 3. Select Save, when finished Configuring Printers & Cash Drawers within MicroSale 1. From the ID Screen, enter 9137 and select Managers Menu 2. Select Register Setup Printers / Devices Setup Receipt Printer 3. Select the Receipt printer port from the Available Printers dropdown menu for the Receipt printer section Note: The Windows Name of the printer will appear within the Device Name field 4. Select Save at the top, right corner of the Printer Setup screen Report Printer (Optional) 5. Select the Report printer port from the Available Printers dropdown menu for the Report printer section Note: The Windows Name of the printer will appear within the Device Name field 6. Select Save at the top, right corner of the Printer Setup screen Remote Printer(s) 7. Type the name of a remote printer within the Printer Name field in the Remote Printer Setup section 8. Select the corresponding port or virtual port setting from within the Available Printers dropdown menu Note: The Windows Name of the printer will appear within the Device Name field 9. Select Save within the Remote Printer Setup section 10. Repeat for each remote printer Configuring Printer Escape Codes For each printer you configured in the previous steps, we will now need to set up escape codes. These codes are necessary to properly format the text output to the printers and the kitchen video system. 1. Select the Printer Escape Codes button from within the Printers / Devices Setup area 2. Select a printer from the Printers dropdown field 3. Select TmT88 II from the Types dropdown field 4. Select Save to Printer button when finished 5. Repeat for each printer Configuring a Cash Drawer(s) From within the Printers / Devices setup area 1. Within the Cash Drawer Setup section select the printer port, printer name, or COM port to which the first cash drawer is connected

14 2. Verify (or set) the appropriate codes to open the drawer (Default: 27, 112, 0, 25, 250) 3. Select the Save Drawer button 4. Repeat above steps to set up the second drawer Credit Card Setup Depending on your credit card processor you may use either a direct interface or NETePay to process credit cards within MicroSale Version 8 and 9. We offer a setup document for each credit card processor we have a direct interface with as well as NETePay configurations on our FTP site. FTP Msaledealer ~Dealer Help~ Credit Card Setup Documents Gift Card Setup Gift cards can be set up by either using in-house gift cards or though GiftEPay Payment Type Configuration Version 8 1. Go to the Managers Menu Register Setup Tenders-Paid Outs-Customer Requests-More 2. Select the Tender Types button at the bottom of the screen 3. Enter the word Credit Card within the Tender Name field at the top of the screen 4. Select the checkbox for Authorization Required 5. Select Save 6. Repeat the process for Gift Card or other tender types, be sure to choose the appropriate checkbox for each type Version 9 1. Go to Managers Menu Register Setup System/Configuration 2. Select the Tenders-Paid Outs-Customer Request-More button 3. Enter the word Credit Card within the Tender Name field at the top of the screen 4. Select the checkbox for Authorization Required 5. Select Save 6. Repeat the process for Gift Card or other tender types, be sure to choose the appropriate checkbox for each type Configuring Sales Tax To configure a basic sales tax for a site, follow the below instructions. Otherwise, if you have a more advanced tax setup please refer to one of our tax setup documents located on our FTP site. 1. Go to the Mangers Menu Register Setup Sales Tax Menu 2. Enter in the whole amount of the tax within the Sales Tax field located at the top right. 3. Select Save

15 YES OR N/A TASK Terminal communicating with all other POS terminals on the Windows network Internet connection active from this terminal Receipts print successfully from MicroSale Remote tickets print to all remote printers from MicroSale Cash drawer opens from MicroSale Touch-screen calibrated properly Card reader properly reads magnetic cards (employee ID cards, credit cards, gift cards) Successful credit card sale, refund, and batch NOTES Successful new gift card sale, gift card reload, and tender to gift card Pole display and other peripheral devices working Print reports to office printer and reports Remote support connection tested Date Completed Completed By