PC Setup Instructions for MicroSale with Windows 10

Transcription

1 Location Name PC Setup Instructions for MicroSale with Windows Create Windows user accounts and set auto-logon to Windows 1.1 Create and configure Windows user accounts Click Start Run and type: control userpasswords2 <enter> Click on the Advanced tab, and uncheck Require users to press Ctrl+Alt+Delete. Click the Advanced button, click Users, highlight Administrator, and click Action Set Password. Type a strong passphrase for the default Administrator account: This default account will not be used, but its passphrase should still be changed at least every 90 days as a preventative security measure for PCI-compliance Highlight the Users folder again, and click Action New User Type a new administrator account User name for your company: And create strong Passphrase for it (7 or more alpha-numeric characters with at least one upper- and one lower-case letter and one symbol): Type a unique account User name for the site: And create strong Passphrase for it (7 or more alpha-numeric characters with at least one upper- and one lower-case letter and one symbol): Close the New User window, click Users again, and double-click your newly created administrator account name from above. Enable Password never expires, and Apply. This is to prevent unexpected interruption of network communication due to expired passwords, but all passphrase must be changed at least every 90 days for compliance Next click on the Member Of tab, and assign this account to the Administrators group. Apply this, and close the Properties window for the new administrator account. Double-click your newly created site user account name from above. Again, enable Password never expires, and Apply. (see note above about passphrases) Next click on the Member Of tab, and assign this account to the Power Users group. Apply this, and close the Properties window for the new site user account. For any and all other accounts listed including Guest, double-click the account name, check the Account is disabled box, and click Apply. Then exit to the Windows desktop. 1.2 Configure auto-logon to Windows Administrator account Click Start Run and type: control userpasswords2 <enter> Enable Users must enter a user name and password to use this computer. Highlight the newly created administrator account name for the site. Uncheck Users must enter a user name and password to use this computer. Click Apply, type the passphrase for that account, and confirm the passphrase. This is temporary to facilitate the computer setup which requires administrator access and several Windows restarts. After the computer is configured, but prior to it being used in a live environment, you will reset the auto-logon to the Power user account (see step 11 below) 1.3 Restart Windows to test the auto-logon to the new administrator account

2 2. Windows Control Panel settings 2.1 Click Start Settings Update & security Click Change active hours Set a window of time around the merchant s normal business hours so that Windows will not try to update or restart the computer during that time, and click Save Click Restart options, verify it is set to Off, and click the back arrow Click Advanced options Uncheck Give me updates for other Microsoft products when I update Windows Enable/ Check Defer feature updates (will not affect security updates) Uncheck Use my sign in info to automatically finish setting up my device. Leaving this setting enabled may result in the computer being locked unexpectedly Click Choose how updates are delivered, and verify that Updates from more than one place is set to Off, and then Exit. You will update Windows manually in step 3 below, but you must ensure that Windows is automatically kept up-to-date with all critical, high-priority, or important updates. 2.2 Click Start Settings Time & language Set the date, time, time zone, and enable daylight saving changes, if applicable. Turn Off both Set time automatically and Set time zone automatically MicroSale will automatically sync the time in Windows with the file server. It is okay to configure only the file server to Set time automatically 2.3 Click Start Settings System Display Do not move the slider bar under Change the size of text, apps, and other items. Click Advanced display settings, select 1024 x 768 for the Resolution, and Exit. 2.4 Folder Options Start Windows Explorer, and browse to any folder/ directory on the C drive. Click View on the menu bar, and click Options to the far right. In the Folder Options window on the View tab, enable Show hidden files, folders, or drives and uncheck Hide extensions for known file types. Leave Hide protected operating system files (Recommended) enabled. Uncheck Use Sharing Wizard if it is currently enabled. Click Apply, then click the Apply to Folders button above, click Yes, and click OK. 2.5 Start Settings Network & Internet Ethernet Network and Sharing Center Click the Internet Options link at the bottom left of the screen. On the General tab, set the home page to On the Advanced tab, under the Security section, uncheck the following: Uncheck the following: Use SSL 2.0, Use SSL 3.0, Use TLS 1.0, Use TLS 1.1 Check/ Enable only Use TLS 1.2, click Apply and OK. 2.6 Start Settings Network & Internet Ethernet Network and Sharing Center Click Local Area Connection, and click Properties. Highlight Internet Protocol Version 4 (TCP/IPv4), and click Properties. Set the IP address, Subnet mask, Default gateway, and Preferred DNS server. You can wait until installing the system to set the static IP address IP Address 2.7 Click Start Settings System Power & sleep Select Never for both the Screen and Sleep settings. On the Advanced tab, uncheck Prompt for password when resuming from standby

3 2.8 Security and Maintenance Click Change User Account Control settings Move the slider bar down to Never notify, and click OK. Do not restart the computer yet, if prompted. You will restart at the end of section 2 Click Change Security and Maintenance settings Uncheck the Windows alert messages that you do not want to be displayed so that they do not interfere with normal POS operations, click OK, and close the window. Computer Name: Workgroup/ Domain: 2.9 System: right-click This PC (on the desktop), and select Properties. Under Computer name, domain, and workgroup settings, click Change settings. To set the computer name, click the Change button. Type the computer name and domain or workgroup name, and click OK. Click OK to confirm the message to restart the computer for the changes to take effect. Do not restart the computer yet. You will restart at the end of section 2 Click OK to go back to the System settings, and click Advanced system settings. On the Advanced tab, and click the Performance Settings button. On the Visual Effects tab, select Adjust for best performance, and Apply. On the Advanced tab, set Processor scheduling for Background services and Apply. Under Virtual memory, click the Change button. Set the paging file to Custom size, set the Initial and Maximum sizes both to the same value, and click Set. Use a value that is higher than the Recommended (by Windows) value shown. Recommended values depend on the amount of available RAM and hard disk space, but common values are 6144, 8192, or MB. Tip: configure the page file size to be larger than the amount of RAM in use. Click OK twice to exit back to the System Properties window Advanced tab. Click the Startup and Recovery Settings button. Under System failure, Enable Write an event to the system log. Uncheck Automatically restart. For Write debugging information, select Kernel memory dump. Click OK twice to exit back to the Control Panel, but do not restart the computer yet Windows Firewall Turn Off the Windows firewall. We recommend using the firewall services built into the network routers so that the Windows firewalls do not block normal communications between the local computers 2.11 Restart Windows to apply these changes Windows 10: additional Windows settings Default Printer management Click Start Settings Devices Click on Printers & scanners, and scroll down below the list of printers. Turn Off the feature Let Windows manage my default printer

4 Network Interface Card (NIC) power management setting Click Start Settings Network & Internet Click Change adapter options under Change your network settings Double-click Local Area Connection, click Properties, and click Configure. Click on the Power Management tab, and uncheck Uncheck the setting Allow the computer to turn off this device to save power. Click OK, click Close, and exit back to the desktop Network discovery setting Click Start Settings Network & Internet Click on Ethernet, and click on the Network icon at the top right Enable Make this PC discoverable this helps when there is a mix of operating systems in use on the network Network discovery services Right-click This PC (on the desktop), and select Manage. Expand Services and Applications, and click on Services. Locate SSDP Discovery, and verify that it is running. Locate UPnP Device Host, and verify that it is running or set to Manual startup. this service is used when there are shared printers and/or devices on the network MicroSale desktop shortcut properties Right-click the Micro$ale shortcut on the Windows desktop, and select properties. Click on the Compatibility tab, and click the button Change settings for all users. Enable the Compatibility mode check box, and select Windows XP (Service Pack 3) for the drop-down box under Run this program in compatibility mode for: Click Apply and OK, and then OK again to exit Enable Microsoft.NET Framework Right-click This PC (on the desktop), and select Properties. Click Control Panel Home at the top left, and select Programs and Features. Click Turn Windows features on or off on the left side of the screen. Click the + in the box to expand.net Framework 3.5 (includes.net 2.0 and 3.0) Put a checkmark in the boxes directly under, and that will put a checkmark above. Click OK, wait for Windows to make the changes, and then click Close. Answer Yes if prompted to download updates from Windows update. MicroSale version 9 is dependent upon these Microsoft.NET Framework components Create a Windows Restore Point as a backup Right-click This PC (on the desktop), and select Properties. Click System protection on the left, and click the Create button on the bottom of the System Protection tab. Type a name or description such as the word, Installation with the date Click the Create button, and wait while the Restore Point is created. When you see the message, The restore point was created successfully, click Close. It is a good idea to create another Restore Point at the end of the installation 3. Windows Updates 3.1 Install the latest Service Pack for the operating system. 3.2 Install all High-Priority/ Critical/ Important updates from Windows Update. 3.3 Restart Windows if and when prompted during this process

5 4. Copy all necessary installation files onto the local hard drive for easy access 4.1 Create a folder called M$TD on the root drive. 4.2 Copy all of the installation files into this M$TD folder. 4.3 Copy any other required software and drivers into the appropriate sub-folders. It is a good idea to keep all necessary drivers and software install packages in one location. 5. Install and configure anti-virus software, and run an initial scan for viruses 5.1 Install the anti-virus software. 5.2 Update the program files and virus definitions. 5.3 Run an initial full system scan. Scheduled Day and Time of Weekly Scan 5.4 Configure a weekly full scan to run when the store will be closed for several hours. 6. Install printer drivers in Windows, and print a test page to each 6.1 Install local printer (Receipt). 6.2 Install network printers (Kitchen, Bar, etc.). We recommend using the generic text/ only printer driver for Receipt and remote printers 6.3 Install office printer (if applicable), share it, and set it as the default printer. 6.4 If they do not have a report printer, install a virtual printer on the XPS port using a standard office printer driver for MicroSale to use to format reports pages to be viewed on screen or sent via Install, configure, and test software for remote technical support (optional) Do not forward ports in the routers for this software, and be sure to use multi-factor authentication in addition to strong passphrases that are changed at least every 90 days 7.1 Install TeamViewer or implement the TeamViewer QuickSupport module The TeamViewer QuickSupport module does not require installation or port forwarding 7.2 Test the TeamViewer connection with MicroSale Tech Support. 8. Install and configure Screen Saver (optional) 8.1 Run setup.exe from within C:\M$TD\Install Files\Install Support\Screen Saver\ Accept the license agreement, and complete the installation wizard. Right-click the Windows desktop, select Display Settings, and click Lock screen. Scroll down, and click Screen saver settings. Under Screen saver, select M$Saver from the drop-down menu. In the Wait box, set the idle time in minutes before the screen saver should activate. Uncheck the box next to On resume, display logon screen, click Apply, and OK. 8.2 Copy the Logo.dat and the logo image file into the C:\Windows\ directory Please note: The name of the logo image file must be referenced in the Logo.dat file. This step is only necessary if you want to customize your screen saver image 9. Install and configure third-party credit and gift card processing software, if applicable It is important to restart the computer when prompted between each step 9.1 NETePay (only install this on the main file server) Browse to C:\M$TD\Applications (3 rd Party)\Datacap\ Install SQLExpress (based on your Windows operating system). Restart the computer to launch SQL server Install the DSI ClientX. Restart the computer Install the epay Administrator. (this step is optional) Restart the computer

6 9.1.4 Install NETePay for the specific credit card processor. (only on the file server) If processing with EMV devices, make sure to use the latest version of NETePay Restart the computer Download the parameters to the terminal using the Deployment ID Contact Datacap or Micro$ale Tech Support if you need assistance with this Copy the NETePay desktop shortcut into the Windows All Users Startup folder: C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Startup\ 9.2 GIFTePay (only install this on the main file server) Browse to C:\M$TD\Applications (3rd Party)\Datacap\GIFTePay\ Install GIFTePay for the specific gift card processor. (only on the file server) Restart the computer if prompted Download the parameters to the terminal using the Deployment ID Contact Datacap or Micro$ale Tech Support if you need assistance with this Copy the GIFTePay desktop shortcut into the Windows All Users Startup folder: C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Startup\ 10. Install MicroSale and share the Micro$ale directory for full read/write access Browse to C:\M$TD\Install Files\Micro$ale Version 9.0.x\ (where 9.0.x is the current release version of MicroSale) 10.1 Run setup.exe Click Next, and Install, and then wait for the installation wizard to complete. Click Finish. You do not have to restart the computer unless prompted onscreen Browse to C:\Program Files\ and right-click the Micro$ale directory. (for 64-bit operating systems, browse to C:\Program Files (x86)\ instead) Select Properties, click on the Sharing tab, and click on Advanced Sharing Enable Share this folder, click the Permissions button, and click Add. Type Administrators, and click OK. Highlight Administrators in the list, enable Full Control, and click Apply. Click Add again, type Power Users, and click OK. Highlight Power Users in the list, enable Full Control, and click Apply. Highlight Everyone if it appears in the list, and click Remove. Click OK, then click Apply and OK again, and then click Close. 11. Reconfigure auto-logon to Windows power user account Click Start Run and type: control userpasswords2 <enter> 11.1 Enable Users must enter a user name and password to use this computer. Highlight the site-specific power user account name you created in step 1.1 above. Uncheck Users must enter a user name and password to use this computer. Click Apply, type the passphrase for that account, and confirm the passphrase Restart Windows to test the auto-logon to the power user account Complete steps 1 through 11 on all terminals before proceeding to step

7 12. Activate the License and configure MicroSale 12.1 Install site license file Copy the license file ( sitename&address Terminal.90x ) into the Micro$ale directory: C:\Program Files\Micro$ale\ for 32-bit operating systems C:\Program Files (x86)\micro$ale\ for 64-bit operating systems Contact MicroSale Tech Support if you do not have this license file 12.2 Install preconfigured files Copy any files you have preconfigured (such as the menu databases, Register Options.opt files, or company logo image files for reports) into the Micro$ale directory Activate the terminal s License Launch MicroSale, and verify that the site name and address appear onscreen. Touch , and then click OK (This is the default manager ID number) Click Manager Menu, then Register Setup, then Activate License / Deactivate Click Activate POS Terminal License for standard point-of-sale terminals, or click Activate Back Office License if this is the back office computer. Click Yes when prompted to confirm activation, and click OK to the message, Activated Program Will End, and then re-launch MicroSale. Verify that the terminal shows Licensed in the top right corner of the ID Screen. If you do not see the word Licensed in the top right-hand corner of the ID Screen, please review steps 12.1 through 12.3 above to confirm that all steps have been completed properly. Contact MicroSale Tech Support if you need assistance with terminal licensing Configure the terminal name in MicroSale Touch , and then click OK. Click Manager Menu, then Register Setup, then Paths Terminal Setup Click Load Network Name to load the Windows network name of the computer. Click Save, click Exit, and click Exit to Windows again. Restart MicroSale, and verify that the correct terminal name is displayed in the upper right-hand corner of the ID Screen to the left of the license status Configure inter-terminal communications and shared data locations Touch and then click OK. Click Manager Menu, then Register Setup, then Paths Terminal Setup Click Browse for Remote Register, select the first remote terminal name, and click OK. MicroSale will test for read/ write access to the shared directory across the network. If successful, the name will appear in the Name of Remote Registers box, then click Save Remote. If the test is not successful, review steps 1 through 10 to see if any steps were missed, or call MicroSale Tech Support for assistance. Repeat this step to add all of the remaining remote terminal names. After all of the remote terminal names have been saved, select the total Number of Users from the drop-down menu at the top of the screen, and click Save. This total should include all terminals in the system including the one you are configuring. (this terminal plus all of the remote terminals whose names you just saved) We recommend configuring MicroSale to use SQL databases with Microsoft SQL Server or Microsoft SQL Server Express for optimal speed and stability. Please contact MicroSale Tech Support for assistance with configuration if you are not using SQL Server. PLEASE NOTE: All terminals must be configured to use the same SQL Server instance name and login credentials if SQL Server is installed on multiple terminals

8 Financial Server Setup Click the Find SQL Servers button toward the bottom of the screen. This will display all of the terminals on the local network that have SQL Server or SQL Server Express currently running. Highlight the Terminal name\instance Name in the list that corresponds to the instance of SQL Server running on the MicroSale file server, and then click in the Financial Server box and the Main Server box. MicroSale will auto-populate both boxes with the terminal name along with the SQL Connection box for each. When you click in the Financial Server box or the Main Server box, MicroSale will ask if you want to use the IP address instead of the computer s network name to connect to the SQL Server instance. If you are configuring the Windows hosts files on each terminal with the static IP addresses for each terminal, then you can answer No. Otherwise, it is recommended to answer Yes. Type the login User Name and Password for SQL Server. If you used a MicroSale batch file to install SQL Server Express - MicroSale SQLExpress Installer (x64).bat or MicroSale SQLExpress Installer (x86).bat - then you can click the button that says Default user name and password, and MicroSale will fill these in automatically House/ Gift Server Setup Highlight the Terminal name\instance Name in the list that corresponds to the instance of SQL Server running on the MicroSale House Accounts/ Gift Card host computer, and then click in the Gift/ House/ Frequent Server box. MicroSale will auto-populate the box. You will need to configure this manually if the SQL Server for House Accounts and Gift Cards is located off-site. (for stores that share this data) Make sure the SQL check boxes are not checked yet, click Save, and then Exit once Test SQL Connections and finalize SQL configuration Go back into Paths Terminal Setup, and test the connections to SQL Server: Click the Test Financial Connection button. Click the Test Main Connection button. Click the Test Connection button next to the Gift/ House/ Frequent Server box. If you have configured backup SQL Server terminals, test those connections also: Click the Test BackUp Connection button next to the Back Up SQL Server box. Click the Test Connection button next to the Backup Server Gift Card box. *** All of the tests should return the message, Good Connection To Server. *** If not, you will need to review the SQL installation and the previous steps to see if anything was missed, or contact MicroSale Tech Support for assistance. If all of the tests return Good Connection messages, enable the SQL check boxes, click Save, and Exit

9 12.6 Configure Register Options by Terminal (these settings are unique to each terminal) Load Register Options from configuration files (this step is optional) From the Managers Menu, click Register Setup, then Setup/ Configuration. Click Misc Utilities on the menu bar at the top of the screen, and then select Days for Archive / OPT Import In the Options and Archive window, find the pair of.opt files containing the pre-configured settings you want to use for this terminal. The files will be named terminalname Check Box Options.OPT and terminalname Data Options.OPT Click on the first file name, and click Yes to confirm you want to restore the options. Click on the second file name, and click Yes to confirm you want to restore the options. Click Exit one time, and click Register Options by Terminal. Select a unique Terminal Register Number under General, click Save, and Exit. (If you do not have pre-configured option files to use, skip step ) Customize Register Options manually From the Managers Menu, click Register Setup, then Setup/ Configuration. Customize options as desired. Contact MicroSale Tech Support with any questions. Select a unique Terminal Register Number under General, click Save, and Exit Configure printers, printer ESC codes, and peripheral devices From the Managers Menu, click Register Setup, then Printers / Devices Setup Select the Receipt printer port from the Available Printers drop-down menu at the top of the screen. The Windows name of that printer will appear in the Device Name box. Click Save in the top right corner of the Printer Setup screen Configure remote prep printers, if any (Kitchen, Bar, Salad, Expo, Pizza, etc.) Type the name of the first remote printer in the Printer Name box in the Remote Printer Setup section. We recommend naming the printers the same in MicroSale and Windows for consistency and ease of setup. Select the corresponding port or virtual port setting from the Available Printers drop-down menu, and the Windows name of the printer will appear in the Device Name box. Click the Save button in the Remote Printer Setup section. Repeat this step for each remote printer in use, saving one before adding the next Configure printer ESC codes Click the Printer ESC Codes button near the bottom of the screen. Select Receipt from the Printers drop-down menu under the section for Printer Driver Setup on the left side of the screen. Type the corresponding codes for the model of printer in use, or select a configuration filename from the dropdown menu next to the box for Types (Click Here To Load) to load the ESC codes from a pre-configured file. Then click Save to Printer at the bottom of the screen. Repeat this step for each remote printer you named in step so that each and every printer is assigned its own set of ESC codes. These codes are necessary to properly format the text output to the printers and the MicroPlus KVS, if in use Configure cash drawer(s), if in use at this terminal Exit back to the Printer Setup screen. In the Cash Drawer Setup section, in the box next to Cash Drawer # 1, select the printer port or name of the printer to which the first cash drawer is connected, or select the COM port number for a serial drawer. Verify (or set) the appropriate codes to open the drawer, and click Save Drawer. Follow the same procedure to setup the second drawer, if there are two drawers

10 12.8 Configure credit card and gift card settings for integrated processing Exit from the Printer Setup screen back to System Setup, and click Credit Card Setup Credit Card settings Configure Primary Host Name, Secondary Host Name, Merchant ID Number, and Terminal ID as provided by the processor, and click Save Gift Card settings (third-party gift card processing) Configure Gift Card Company Name, Primary Gift Host, Secondary Gift Host, Merchant Account Number, set the Port Number to 9100, and click Save. Credit and Gift Card settings are different depending on the processing network being used. You will need a VAR setup sheet from the processor with the appropriate parameters. If you have any questions or problems, please contact MicroSale Tech Support for help Configure employee security Access Levels and Menu Access Setup Exit back to the System Setup screen, and click Access Levels. Select an Access Name from the drop-down menu, select an Access Level from the drop-down menu, and click Save. Repeat this for each Access Name you want to change. You can also create your own custom Access Level Names, if desired Exit back to the System Setup screen, and click System Access Configuration Here you can assign Access Level restrictions to the various buttons in MicroSale On the left, select the screen with the buttons you want to customize Select the desired function button from the screen layout that appears Set the desired Access Level for that function, and click Save Repeat this for each button on that screen that you want to customize Exit back to the Program Access Levels screen, and select another screen. Repeat steps through to customize the buttons on this screen. Employees must have at an Access Level equal to or greater than the level you set to access that function or screen. Setting an Access Level to 10 disables that button for all employees Customize tenders, job titles, paid outs, customer requests, and more Exit to System Setup, click Setup/Configuration, and click the button that says Tenders Paid Outs Customer Requests More Click the Tender Setup button on the menu bar at the top of the screen. Type a Tender Name, or select one to edit from the drop-down menu. Enable the appropriate check boxes for this tender, and click Save. Repeat this step for each Tender name you want to add or change Click Misc Setup on the menu bar at the top of the screen. Select a list title to customize from the options displayed, such as Void Reasons. Type a Void Reason you want to add, and click Save, or select one to edit or delete. Click the Add Keyboard button to add Keyboard to the list which will then allow employees to type a custom entry when they need it instead of choosing from the list. Repeat this step to customize default Paid Outs, Employee Job Codes, Server Tip Fees, Modifier Prefix List, Order Destination settings, Misc Sale Items, Discount Reasons, seating Preferences, general Customer Requests, Refund Reasons, and Paid Ins, saving each entry one at a time

11 12.11 Configure Sales Tax(es) Exit back to the System Setup screen, and click Sales Tax Menu Enter the sales tax percentage, and click Save. You can customize the name of each sales tax, if desired, and you can setup tax tables along with the tax percentage to control the rounding. You can also configure special tax tables to allow tax exemptions for certain order types or sales amounts. Keep in mind that each menu item can be assigned one regular tax table and/ or one special tax table. 13. Preventative Maintenance and backups 13.1 Run Windows checkdisk 13.2 Run Windows disk defragmenter 13.3 Create a Windows Restore Point 13.4 Create backups of necessary files, directories, or drive images Terminal Name Location Name BASIC INSTALLATION TESTS 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 Micro$ale Remote tickets print to all remote printers from Micro$ale Cash drawer opens from Micro$ale Touch-screen working and calibrated properly Card reader properly reads magnetic cards (employee ID cards, credit cards, gift cards) Successful credit card sale (each card type), credit card return, and batch 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 (if in use) Remote support connection tested NOTES Date Completed Completed By