Site Install Guide. Hardware Installation and Configuration

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1 Site Install Guide Hardware Installation and Configuration

2 The information in this document is subject to change without notice and does not represent a commitment on the part of Horizon. The software described in this document is furnished under a license agreement. The software may be used or copied only in accordance with the terms of agreement. It is against the law to copy the software on any medium except as specifically allowed in the license agreement. The purchaser may make one copy of the software for backup purposes. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, without the express written consent and permission of Horizon Software International, LLC, Duluth, GA Contact Technical Support: (800) Contact Instructional Design: documentation@horizonsoftware.com 2015 Horizon Software International All Rights Reserved. Horizon Software International, LLC 2915 Premiere Parkway Suite 300 Duluth, GA

3 TABLE OF CONTENTS OneSource Install Guide PREREQUISITES Verify Need to Have Need to Know Methods of Installation INSTALLING MANAGER AS LINE 1, OTHER POS TERMINALS AS LINES 2+ OneSource Software Installation Update Manager Installation Verify Horizon Services Are Running Line Information Setup Initialize the System INSTALLING ALL LINES AS LINE 2+ AND IDENTIFYING WITH THE IMAGE ADJUSTER UTILITY Installing ALL Lines as Line Using Image Adjuster to Re-image Computer as Line 1 (Manager Workstation) Using Image Adjuster to Re-image Computer as Line 2+ (POS Terminal) HARDWARE SETUP Pin Pad Touchscreen Cash Drawer i

4 ii Horizon Software International

5 PREREQUISITES Chapter 1 This document is intended as quick reference for users familiar with Windows settings, naming conventions and network browsing. The OneSource Installation Guide is available in.pdf format on Horizon's Knowledge Base and provides more detailed instruction. Verify NOTE: Only screens that require input are shown in this guide. Line machines meet processor and memory specifications (2GB). Windows settings are per district requirements. Hardware updates are turned OFF. Firewall is OFF or ports 1001 or 1002 and 4443 are open. (The default port is 1001 but may be See figure 2 for path to verify server.) UAC (User Access Control) is on Never Notify. Need to Have OneSource installation media Provided on DVD from Horizon Verify site version matches server version License (.LIC) files Hardware Drivers (Refer to Hardware Setup on page 4-1.) Image Adjuster (if using Installation Method 2) Need to Know Every site has a Line 1 (manager workstation). This is the line where the manager functions (bank deposit, reporting, etc.) are performed. Line 1 may be a dedicated workstation in the manager's office but can also be placed in the cafeteria for use as a POS terminal itself. Line 1 installation requires a license. Line 1 points to the server for initialization. See Figure 1-1. Lines 2+ (additional POS terminals) are added based on cafeteria size and number of meals served. Lines 2+ point to Line 1. See Figure 1-1. Figure 1-1: OneSource Communications Setup Installations for Lines 2+ do not require a license. Prerequisites Verify 1

6 Methods of Installation There are two methods for line installations: NOTE: You can mix and match these methods per site (i.e., use Method 1 for single line sites; use Method 2 for multi-line sites. Method 1: Install manager as Line 1 and other POS terminals as Lines 2+. Method 1 is typically used when the computer being installed is already known to be either the manager workstation or a POS terminal. Refer to Installing Manager as Line 1, Other POS Terminals as Lines 2+ on page 2-1. Method 2: Method 2 is often used when pre-installing either as an image or when installing multiple machines from a central location for later distribution to sites. Install ALL lines as 2+ and use Image Adjuster. Refer to Installing ALL Lines as Line 2+ and Identifying with the Image Adjuster Utility on page Prerequisites Methods of Installation

INSTALLING MANAGER AS LINE 1, OTHER POS TERMINALS AS LINES 2+ Chapter 2 Method 1 is typically used when the computer being installed is already known to be either the manager workstation or a POS

At the Central Office, log in to OneSource. 2. Go to System Management > Communications > Communications Setup (100602). The Port Number is used by communications to transmit data between locations.

7 INSTALLING MANAGER AS LINE 1, OTHER POS TERMINALS AS LINES 2+ Chapter 2 Method 1 is typically used when the computer being installed is already known to be either the manager workstation or a POS terminal. OneSource Software Installation NOTE: Prior to installing OneSource on a site computer, verify the port used for communication by checking OneSource on the server. 1. At the Central Office, log in to OneSource. 2. Go to System Management > Communications > Communications Setup (100602). The Port Number is used by communications to transmit data between locations. By default, the Port Number is 1001, but it could also be 1002 for districts migrating to OneSource from FastLane. Make note of the port that is used. Figure 2-1: Communications Setup Screen (100602) - Default port is 1001 but may also be On the site computer, install SQL Express using mixed mode and specifying the SQLOneSource instance name. NOTE: It is recommended that SQL Express be installed separately prior to the OneSource installation. Detailed instructions are available. 4. Run OneSourceSetup.exe located on the supplied Horizon DVD. Figure 2-2: Installation Files Installing Manager as Line 1, Other POS Terminals as Lines 2+ OneSource Software Installation 1

5. Select the installation type: a. Click No if installing Line 1 (Manager). b. Click Yes if installing Line 2+.

lic file for the site a. Enter your Name, Title, and Organization. b. Click I Agree.

If SQL Express is NOT already installed on the computer, check all components. b.

8 5. Select the installation type: a. Click No if installing Line 1 (Manager). b. Click Yes if installing Line 2+. Figure 2-3: Installation Type Selection 6. For line 1 installations, you will be prompted to browse to.lic file for the site a. Enter your Name, Title, and Organization. b. Click I Agree. Figure 2-4: Software License Agreement 7. Select the components to install. a. If SQL Express is NOT already installed on the computer, check all components. b. If SQL Express is already installed on the computer, uncheck Microsoft SQL Express Database. Figure 2-5: Component Selection 2 Installing Manager as Line 1, Other POS Terminals as Lines 2+ OneSource Software Installation

$The Default path is C:\OneSource\OneSource. Figure 2-7: Destination Location (Install Path) 10. Click Next.$

9 8. Select Blank Database. Figure 2-6: Database Selection 9. Browse to the Destination Location (install path) for OneSource. The Default path is C:\OneSource\OneSource. Figure 2-7: Destination Location (Install Path) 10. Click Next. Installing Manager as Line 1, Other POS Terminals as Lines 2+ OneSource Software Installation 3

$See Figure 2-9. IMPORTANT! Be sure to include computer name and instance name (i.e., ComputerName\InstanceName). Example: (local)\sqlonesource. Figure 2-8: SQL Server Location 12.$ Remote Server Address If installing Line 1 (manager), enter IP address of the OneSource Server. If Installing Line 2+, enter IP address of Line 1 (manager workstation). IMPORTANT!

Remote Server Address If installing Line 1 (manager), enter IP address of the OneSource Server. If Installing Line 2+, enter IP address of Line 1 (manager workstation). IMPORTANT!

10 11. SQL Server Location: a. If SQL is already installed, you will be prompted to enter the Server Location. See Figure 2-8. b. If SQL is NOT already installed, the install will skip to the Remote Server Location. See Figure 2-9. IMPORTANT! Be sure to include computer name and instance name (i.e., ComputerName\InstanceName). Example: (local)\sqlonesource. Figure 2-8: SQL Server Location 12. Remote Server Address If installing Line 1 (manager), enter IP address of the OneSource Server. If Installing Line 2+, enter IP address of Line 1 (manager workstation). IMPORTANT! If using DHCP for the manager workstation, enter the Computer Name of Line 1. The Port Number is used by communications to transmit data between locations. The port number is usually 1001 or Verify by checking in OneSource on the server. See Figure 2-1. Figure 2-9: Remote Server Location 13. Click OK. The Start Installation screen displays. 4 Installing Manager as Line 1, Other POS Terminals as Lines 2+ OneSource Software Installation

14. Click Next. Figure 2-10: Start Installation 15. Click Next. The Installing screen displays. During this process the OneSource software is installed and the SQL database is attached. 16.

If the Update Manager Installation screen does not launch automatically, browse to the Horizon DVD and double-click the UpdateManagerOneSource_Setup.exe file. See Figure 2-2. 2. Click Next.

11 14. Click Next. Figure 2-10: Start Installation 15. Click Next. The Installing screen displays. During this process the OneSource software is installed and the SQL database is attached. 16. When the installation completes, the Finish screen displays. Click Finish. The Update Manager Installation screen should now launch automatically. Update Manager Installation 1. If the Update Manager Installation screen does not launch automatically, browse to the Horizon DVD and double-click the UpdateManagerOneSource_Setup.exe file. See Figure Click Next. The Automatic Software Update Start Installation screen displays. 3. Click Next. The Update Manager Information screen displays. The Update Server Name/Address field will be populated automatically. Figure 2-11: Update Manager Information Screen Installing Manager as Line 1, Other POS Terminals as Lines 2+ Update Manager Installation 5

4. Click Next. The Update Manager Installing screen displays. When the installation completes, the Finish screen displays. 5. Click Finish. The Restart message displays. 6.

Click the arrow icon located in the Windows Tool Bar to display any hidden icons. See Figure 2-13. Figure 2-13: Windows Tool Bar - Show Hidden Icons 2.

12 4. Click Next. The Update Manager Installing screen displays. When the installation completes, the Finish screen displays. 5. Click Finish. The Restart message displays. 6. Click OK to restart the computer. Figure 2-12: Restart Computer After Installation Verify Horizon Services Are Running 1. Click the arrow icon located in the Windows Tool Bar to display any hidden icons. See Figure Figure 2-13: Windows Tool Bar - Show Hidden Icons 2. In the System Tray, double-click the gears icon to display the OneSource Service Watcher. See Figure Figure 2-14: OneSource Service Watcher (a.k.a. The Gears ) 3. Using the drop-down list to select a service, confirm that the Status shows as Running for both the Horizon Communications Manager and Horizon Update Manager Service. See Figure If YES, close the Service window. Continue to Initialize the software. Refer to Initialize the System on page 2-8. If NO, run Services.msc and start or restart the service for Horizon Communications Manager and Horizon Update Manager Service. See Figure Figure 2-15: OneSource Service Watcher 6 Installing Manager as Line 1, Other POS Terminals as Lines 2+ Verify Horizon Services Are Running

Figure 2-16: Services.msc Screen - Start or Restart Horizon Services Line Information Setup To install a Line 1 machine, perform these steps on the Central Office server.

Click Front of the House Setup tab. Figure 2-17: Line Setup Screen (100021) 4. If POS terminals have been set up, verify the computer names are correct. a. If any POS terminals are not listed, click Add Item.

13 Figure 2-16: Services.msc Screen - Start or Restart Horizon Services Line Information Setup To install a Line 1 machine, perform these steps on the Central Office server. To install Line 2+ machines, perform these steps on the Line 1 machine. 1. Go to System Management > Sites Management > Sites Maintenance (100200). 2. Double-click the appropriate site. 3. Click Front of the House Setup tab. Figure 2-17: Line Setup Screen (100021) 4. If POS terminals have been set up, verify the computer names are correct. a. If any POS terminals are not listed, click Add Item. b. Enter or edit the Computer Name of each POS terminal. 5. Click Save. The line information will be communicated to the server through the System Management Publication. Installing Manager as Line 1, Other POS Terminals as Lines 2+ Line Information Setup 7

Initialize the System Line 1 will always have to be initialized before initializing Line 2+. Line 1 will initialize using the.lic file, not requiring you to add a terminal at the OneSource server.

If unsuccessful, refer Test/ Initialize Troubleshooting on page 2-9. Figure 2-18: Test Connection 4. Change Select Action to Initialize System. 5. Click Initialize System.

14 Initialize the System Line 1 will always have to be initialized before initializing Line 2+. Line 1 will initialize using the.lic file, not requiring you to add a terminal at the OneSource server. To initialize 1. Double-click the OneSource desktop icon. The Initialize screen is displayed. 2. Select Action: Test Connection. 3. Click Test Connection to ping the remote publisher. If unsuccessful, refer Test/ Initialize Troubleshooting on page 2-9. Figure 2-18: Test Connection 4. Change Select Action to Initialize System. 5. Click Initialize System. Figure 2-19: Initialize System 6. When the system initialization finishes the INITIALIZATION SUCCESSFUL! message is displayed. 7. Select OK to continue to the log on screen. 8. Log in to OneSource and verify the Site Name. Figure 2-20: Verify Site Name 8 Installing Manager as Line 1, Other POS Terminals as Lines 2+ Initialize the System

15 Test/ Initialize Troubleshooting Publisher Port Manager/Line 1 is the Server's IP address, for Line 2+ use Line 1 IP address or computer name 1001 or verify Server setting Network Connection For Manager/Line ping the server, for Line 2+ ping Line 1 OSC off on Line or Manager Windows Firewall- turn off or open ports Enable protocols in SQL Configuration Manager See Figure a. SQL: 1433, 1434, Update Manager: 4443, OSC: 1001 or b. Restart OSC. a. In SQL Configuration Manager, Click SQL Native Client 10.0 Configuration > click Client Protocols b. Right-click Named Pipes and TCP-IP to enable and restart OSC Installing Manager as Line 1, Other POS Terminals as Lines 2+ Initialize the System 9

16 Notes... a 10 Installing Manager as Line 1, Other POS Terminals as Lines 2+ Initialize the System

17 INSTALLING ALL LINES AS LINE 2+ AND IDENTIFYING WITH THE IMAGE ADJUSTER UTILITY Chapter 3 Method 2 is often used when pre-installing, either as an image or when installing multiple machines from a central location for later distribution to sites and line number designation. Installing ALL Lines as Line Set up Windows as described in the prerequisites. Refer to Prerequisites on page Right-click the OneSourceSetup.EXE file and Run as Administrator. See Figure When asked Are you installing OneSource for a POS terminal (Lines 2+)? click YES. See Figure Enter Name, Title, Organization. See Figure 2-4. License (.LIC) will not be used until later during image adjuster. 5. Select components to Install. See Figure 2-5. NOTE: If SQL was installed previously, uncheck the option to SQL Server Express Database. 6. When prompted, select Blank Database and install to default location. See Database Selection on page 2-3 and Destination Location (Install Path) on page 2-3. NOTE: If SQL was installed separately, ensure that the path to SQL is (local)\instancename. 7. When prompted for PUBLISHER ADDRESS, enter xxx.xxx.xxx.xxx and Port 1002, as verified from server Installation See Figure If Update Manager install does not launch automatically, install manually. Refer to Update Manager Installation on page Copy the Image Adjuster folder and Licenses to C:\OneSource_Image_Adjuster for future use. Installing ALL Lines as Line 2+ and Identifying with the Image Adjuster Utility Installing ALL Lines as Line 2+ 1

Using Image Adjuster to Re-image Computer as Line 1 (Manager Workstation) 1. Open the Image Adjuster folder. 2. Right-click ImageAdjuster.exe and Run as Administrator. 3.

18 Using Image Adjuster to Re-image Computer as Line 1 (Manager Workstation) 1. Open the Image Adjuster folder. 2. Right-click ImageAdjuster.exe and Run as Administrator. 3. For a manager workstation, uncheck the box for Is A Terminal. Figure 3-1: Horizon Image Adjuster for Line 1 (Manager) 4. If manager's IP address is static, uncheck Use Computer Name. 5. Enter the following: Publisher Address IP address or computer name of the central office server. See Figure 1-1. Port is either 1001 or See Figure 2-1. Computer Name name of computer being adjusted. IP Address IP address of computer being adjusted. Browse to License Line 1 (manager) requires a license (.LIC) file. Browse to the correct license file for this site and confirm the Site ID and Site Name are correct. 6. Click Make Changes. 7. Once completed, open OneSource and initialize. See Test Connection on page 2-8 and Initialize System on page Installing ALL Lines as Line 2+ and Identifying with the Image Adjuster Utility Using Image Adjuster to Re-image Computer as Line 1 (Manager Workstation)

Using Image Adjuster to Re-image Computer as Line 2+ (POS Terminal) 1. Open the Image Adjuster folder. 2. Right-click ImageAdjuster.exe and Run as Administrator. 3.

19 Using Image Adjuster to Re-image Computer as Line 2+ (POS Terminal) 1. Open the Image Adjuster folder. 2. Right-click ImageAdjuster.exe and Run as Administrator. 3. For Line 2+ (POS terminals), check the box for Is A Terminal. Figure 3-2: Horizon Image Adjuster for Line 2+ (POS Terminal) 4. Enter the following: Check Use Computer Name. Publisher Address IP address or computer name of the Line1/Manager Machine. See Figure 1-1. Port is either 1001 or See Figure 2-1. Computer Name name of computer being adjusted. IP Address IP address of computer being adjusted. Browse to License Line 2+ does not require a license (.LIC) file. 5. Click Make Changes. 6. Once completed, open OneSource and initialize. See Test Connection on page 2-8 and Initialize System on page 2-8. Installing ALL Lines as Line 2+ and Identifying with the Image Adjuster Utility Using Image Adjuster to Re-image Computer as Line 2+ (POS Terminal) 3

20 Notes... a 4 Installing ALL Lines as Line 2+ and Identifying with the Image Adjuster Utility Using Image Adjuster to Re-image Computer as Line 2+ (POS Terminal)

HARDWARE SETUP Chapter 4 Pin Pad 1. Install the PIN pad drivers. Use the correct driver for device model number. Refer to the Pin Pad/Scanner Driver Chart below. 2. Connect PIN pad to computer. 3.

21 HARDWARE SETUP Chapter 4 Pin Pad 1. Install the PIN pad drivers. Use the correct driver for device model number. Refer to the Pin Pad/Scanner Driver Chart below. 2. Connect PIN pad to computer. 3. Check for correct COM port in Device Manager. 4. In OneSource, go to System Management > Global System Setup > Hardware Device Configuration (100309). Figure 4-1: PIN pad Setup in OneSource 5. Click New. 6. Enter the following: Device Name: Horizon Pin Pad Device: Horizon Pin Pad Port: COM port from your device manager Device Tasks: Select POS Left or Right Line PIN Reader 7. Click the first green arrow to move the POS Left/Right Line Reader to Selected Tasks. 8. Click Save. 9. Close OneSource and re-launch to test the PIN pad. Pin Pad/Scanner Driver Chart BRAND SERIAL # DRIVER COM PORT IDENTITY UNYPOS (BLUE FACE AROUND #'S) Starts w/ UP Pin Pad XP Win zip w/ Pin Pad Install exe Pin Pad Win zip CP210xVCPInstaller_x86 or x64.exe Silicon Labs CP210x USB to UART Bridge Silicon Labs CP210x USB to UART Bridge ELECTRONE Starts w/ BCR XKSB9Z BCR SB1OZAGS XKSB8ZAGS SB1OZ PIN Pad XP SP3_Win7_32_64.zip w/pin Pad Install 1.2.exe If KeySpan used- USA-19-HS_v3.7S Silicon Labs CP210x USB to UART Bridge If KeySpan used-usb Serial Portm (older models) Hardware Setup Pin Pad 1

Touchscreen 1. Install touchscreen driver. For Firebox monitor extract files from Firebox- XP_Win7_Win8_32_64.zip. 2. Reboot computer. 3. Test touchscreen. Cash Drawer. 1. Remove the cash drawer from the box.

22 Touchscreen 1. Install touchscreen driver. For Firebox monitor extract files from Firebox- XP_Win7_Win8_32_64.zip. 2. Reboot computer. 3. Test touchscreen. Cash Drawer. 1. Remove the cash drawer from the box. 2. Using the table, set the DIP switches on the cash drawer. See Figure In OneSource, go to System Management > Global System Setup > Hardware Device Configuration (100309). 4. Enter the following: Device Name: Cash Drawer Device: AMR Cash Drawer Port: COM port from your device manager. Tasks: Select Cash Drawer 1, 2 or Click first green arrow to move the Cash Drawer to Selected Tasks. 6. Click Save. 7. Close OneSource and re-launch to test cash drawer. Figure 4-2: Dip Switch DIP SWITCH POSITION 1 Up 2 Up 3 Down 4 Up 5 Down 6 Up 7 Down 8 Up 9 Down 10 Up Figure 4-3: Cash Drawer Setup In OneSource 2 Hardware Setup Touchscreen

ONESOURCE FRINGE BENEFITS TAX ONESOURCE FBT INSTALLATION GUIDE 2017 STAND-ALONE INSTALLATION AND UPGRADE GUIDE. Thomson Reuters ONESOURCE Support

ONESOURCE FRINGE BENEFITS TAX ONESOURCE FBT INSTALLATION GUIDE 2017 STAND-ALONE INSTALLATION AND UPGRADE GUIDE Thomson Reuters ONESOURCE Support Date of issue: 03 Feb 2017 Getting started: Decision tree