New Cash Register System Quick Setup Guide

New Cash Register System Quick Setup Guide
New Cash Register System
Quick Setup Guide
Version: XP1.0
Contents
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1 - Upload New Cash Register System End User License ................................ 1
2 – Retrieve MAC IDs ............................................................................... 1
3 - Add License Key and MAC IDs to License Maintenance .............................. 1
4 - Set New Cash Register System Parameters ............................................. 2
5 – Create New Cash Register System devices ............................................. 2
6 - Add New Cash Drawer ......................................................................... 4
7 - Assign Cash Drawer Employees ............................................................. 6
8 - Install Device Drivers........................................................................... 7
9 - Attach Devices.................................................................................... 9
10 – Test Configuration........................................................................... 10
Quick Step 1 - Upload New Cash Register System End User
License
To store the License Key, a new folder called Licenses should be added to the UPN server in
a location to which you have access.
This location will be used to store both current and future cash register licenses.
Quick Step 2 – Retrieve MAC IDs
The purpose of this step is to retrieve the MAC ID for each machine that will be licensed for
the New Cash Register System.
At the command prompt, type getmac and press the enter key. Note the address that is
listed under Physical Address column, as it will be needed for the License Manager in the
New Cash Register system.
Quick Step 3 - Add License Key and MAC IDs to License
Maintenance
From the UPN Navigation bar, click Control Options and then License Maintenance.
From the License Maintenance form, you will browse to the location of the license file you
created in Quick Step 1 and then click Upload. Next, you will add the MAC ids of each
machine that you gathered in Quick Step 2.
Quick Step 4 - Set New Cash Register System Parameters
1. Set CA COOPPARM 464 to enable the New Cash Register System:
Value 1 = The Utility is using both New and Legacy Cash registers
Value 2 = The Utility is using New Cash Registers only
2. Set CA COOPPARM 471 for the transaction reversal password:
Value 0 = Password is required for each reversal transaction
Value 1 = Password is not required for each reversal transaction
Note:
If you choose to enable the password requirement for Payment Auto Reversal,
the Cash Register password will need to be set in the CA Control File on the
Passwords tab.
There are other parameters which add additional functionality to the New Cash register
system, but will require additional review and setup before enabling them. Please see the
complete Installation and Configuration guide for details.
**Quick Steps 5 – 7 can be done at either the UPN server or a machine with New Cash
Register setting enabled(enabling the setting is shown in Quick step 5 below)**
Quick Step 5 – Create New Cash Register System devices
To add devices that will be associated to cash drawers in the New Cash Register System,
you must enable the New Cash Register system option on your UPN client to access the
Device FM options (a license is not required for this function).
1. Login to the UPN client.
2. In the UPN Tool Bar, click Tools then Settings and then Cash Register.
3. Check the New Cash Register check box and then click OK.
Note:
DO NOT click the Download Drivers button at this time.
4. Log out of UPN and then log back in for the changes to take effect.
5. From the UPN CA Navigation Toolbar, select Cash Register and then Drawer FM
from the Cash Register Options Menu:
The Drawer File Maintenance dialog displays when the OK button is clicked.
6. In the Drawer File Maintenance dialog, click the Devices option in the tool bar to
display the Cash Register Device FM window.
7. From the dropdown menu, select the type of device you wish to add and then select
the Add button.
8. Complete the information for each device that will be used, in the Add dialog window
for that device: ** A Logical Name is required; This is the name you wish to give the
device and will later be associated with the cash register to which the device is
attached. Please record the name that is given to the device and note that if you
have more than one physical device of the same type/manufacturer. Then, you can
use the same logical name for each cash register.
9. Repeat steps 6 and 7 for each device you wish to add
Quick Step 6 - Add New Cash Drawer
The purpose of this step is to add a new cash drawer with the Drawer FM Application
1. Select the Drawer FM option again from the Cash Register Options menu and
then select the Add Drawer button:
2. In the Add Drawer window, fill out the information that will pertain to that drawer
in the Drawer Details section. (
Note:
If you are currently using the Legacy cash register system, it is advised to use
a unique naming convention for the drawers that will be used in the New Cash
Register System. This will help keep the information clear in reports).
3. In the Devices section of the Add Drawer dialog, select the devices you created in
Quick Step 5.
Quick Step 7 - Assign Cash Drawer Employees
1. In the Drawer FM dialog window, click the Employee Access tab.
2. Type in the Employee ID and name and then select the payment options the
employee will be allowed to perform on this drawer. All options are selected by
default. Click the Add button. Repeat this step for each employee you wish to add
to the drawer.
Note:
Two new security options are now available in the CA Cash Register Menu Section of Class
Maintenance. You will need to determine how you will want to set these options for those
who will be accessing the New Cash Register System:
1. Transaction Inquiry
If the user has this security set, then the user will be able to find cash register
transactions matching the given search criteria from the Transaction Inquiry screen.
2. Transaction Reversal
This security gives the user the ability to auto-reverse certain transactions using the
Inquiry and Reversal option.
CA Cash register Menu Security Options
** Quick Steps 8 – 10 are to be done on the local machine that will be using the New Cash
Register System and its attached physical devices (cash drawer, receipt printer, etc.)**
Quick Step 8 - Install Device Drivers
This step provides instructions for installing the device drivers to the local machine that will
be using the New Cash Register System
Note:
Do not connect any peripheral device to the workstation that is being used for the
new cash register, until prompted through the device install process.
1. Login to the machine that will be using the New Cash Register system using a
Windows account that has Administrative security privileges.
2. Login to UPN with a UPN account that has Administrative security.
**For Windows 7 OS, please make sure you are logged in with full
Administrator access. To ensure this, at a command prompt, type: net user
administrator /active:yes**
3. In the UPN Tool Bar, click Tools and then Settings and then Cash Register.
4. Click the Download Drivers button on the Cash Register tab to initiate download
of the cash register device drivers.
After the download is complete, you will receive the following message:
Driver Download completed successfully. Proceed to installation from
C:\CashRegisterDeviceDrivers as per the installation guide.
5. Locate the Silent Install.bat file under C:\CashRegisterDeviceDrivers. Doubleclick the file to start installing the device drivers. **This may take a few minutes,
depending on the machine.**
6. When the Cash Register Hardware Installation dialog displays, select the devices
needed and specify the logical names of those devices as recorded in Quick Step 5.
Click the Configure button. You should receive a message that configuration
completed successfully. Click OK to continue. See below for an example.
7. An installation window will display and you will be asked if the Utility is processing
debit cards. Select N for your answer if you are not using a pin pad device.
8. After a brief delay (of approximately 5 secs) the MagSwipe Configuration Utility is
launched automatically. If you are not using a Credit Card swiper, you may click the
Exit button at this point. If a Credit Card reader is being used, click the “CHANGE
BASIC READER SETTINGS” button. From this dialog, click the Load From File
button, and browse to C:\CashRegisterDeviceDrivers. Select the
MiniMagConfig.cfs2 file and then click the Open button. The “Load configuration
from file successfully will appear.
9. Press the “Send to MSR”button and then click OK and EXIT.
10. After the drivers are installed correctly, the window should display as below.
11. Restart the workstation. As the machine is re-booting, connect the printer to the
workstation and power it on (the POWER light on the printer glows if connected and
powered on correctly).
Quick Step 9 - Attach Devices
1. After the machine has rebooted, and you have logged into Windows, the Hardware
Wizard will launch. Click the “Install from a list or specific location option and then
click the Next> button. The next Hardware Update Wizard dialog displays.
2. Click the “No, not this time” option and click the Next> button.
3. Click the “Install from a list or specific location option and then click the Next >
button. The next Hardware Update Wizard dialog displays.
4. Click the “Search for the best drivers in these locations” option.
5. Clear the “Search removable media (floppy, CD-Rom…)” check box and then check
the “Include this location in the search” check box.
6. Browse to “C:Program File\EPSON\OPOS for .NET\TMSUB\TMUSBXP and then click
the OK button.
7. Click Next to finish installing the device drivers and then click the Finish button in
the next dialog to complete the installation; the printer is ready for use.
Quick Step 10 – Test Configuration
This step involves testing the configuration using the Cash Register Test Devices Application
1. Click the Cash Register button from the Consumer Accounting Main Menu
Navigation Bar.
2. From the Cash Register Options dialog, select Test Devices.
3. From the Cash Register Test Devices dialog, select the dropdown menu next to
each device and test according to the options next to each device:
If all devices function correctly, you are ready to login to the New Cash Register
System.
If you encounter any difficulties, please refer to the Complete Installation and Configuration
guide for troubleshooting details.
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