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Configuring Radiant Pos Terminals

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Configuring Radiant POS terminals 1 Configuring Radiant POS terminals Each Radiant Point-of-Sale terminal includes an Intel Pentium M or Celeron M processor, a 15” or 12” touchscreen monitor, and an integrated magnetic stripe reader (MSR). Radiant POS terminals can be configured with an electronic cash drawer, a thermal receipt printer, a 2-line x 20-character external pole display or built-in line display, and a barcode scanner. After you unpack and connect your Radiant hardware, follow the appropriate instructions in the current CounterPoint Installation Guide to install CounterPoint and configure each Radiant POS terminal as a CounterPoint workstation. NOTE: If you are running CounterPoint over Windows Terminal Services, you will configure your terminal server as a CounterPoint workstation, instead of your POS terminals. When you finish installing CounterPoint, complete the appropriate steps—depending on which POS terminal(s) you are using and whether you are running CounterPoint over Terminals Services—to configure your Radiant hardware for use with CounterPoint, as outlined in the following tasks: y Configuring Radiant hardware for Terminal Services y Configuring the P1550 POS terminal y Configuring the P1515/P1520 POS terminal y Configuring the P1220 POS terminal Configuring Radiant POS terminals 2 Configuring Radiant hardware for Terminal Services Skip this section if you are not running CounterPoint over Terminal Services. If you are running CounterPoint over Windows Terminal Services, you must perform some preliminary steps to configure your Radiant POS terminals and peripherals to work with Terminal Services. When you finish installing CounterPoint, you must perform each of the tasks listed below—as detailed on the following pages—to configure your Radiant POS terminals for use with Terminal Services: y Configure Remote Desktop Connection settings y Configure MSR settings y Configure 2x20 display settings Configure Remote Desktop Connection settings Follow these steps to configure the Remote Desktop Connection settings on each of your Radiant POS terminals: 1. From one of your POS terminals, select Start > Programs > Accessories > Communications > Remote Desktop Connection. 2. Click the Options button, and then click the Local Resources tab. 3. Select the On the local computer option from the Apply Windows key combinations list. 4. Under Local devices, select the Printers check box if you are using a Windows printer with the POS terminal. 5. Select the Serial ports check box. 6. Configure the settings on the remaining tabs to allow your POS terminal to connect to your terminal server and start a Terminal Services session. 7. Click Connect to connect to your terminal server. NOTE: Repeat these steps for each of your Radiant POS terminals. Configuring Radiant POS terminals 3 Configure MSR settings Follow these steps to allow your POS terminals’ built-in MSRs to function over Windows Terminal Services: 1. Copy the OPOSim.exe file from your top-level directory of your CounterPoint server to the Windows Startup directory for all users (i.e., C:\Documents and Settings\All Users\Start Menu\Programs\Startup) on your terminal server. 2. On your terminal server, double-click OPOSim.exe in the Startup directory to start the OPOS Input Manager. 3. From a command prompt window, browse to the C:\Program Files\OPOS\CommonCO directory on your terminal server, and then enter the following command to register the necessary .dll files: regansi Configure 2x20 display settings Follow these steps to allow the 2x20 displays connected to your POS terminals to function over Terminal Services: 1. On your CounterPoint server, browse to your top-level directory (e.g., C:\SYN) and double-click the SYNRUN.SYN file to open it in Notepad or another text editor. 2. If you are using any P1220 or P1550 terminals with external (i.e., pole mount) 2x20 displays, add the following lines to SYNRUN.SYN: CPSIO2=WN SYNCOM2=F8n1 3. If you are using any P1220 terminals with built-in (POS mount) 2x20 displays, add the following lines to SYNRUN.SYN: CPSIO5=WN SYNCOM5=T8n1 4. If you are using P1520 terminals with external (pole mount) or built-in (POS mount) 2x20 display, add the following lines to SYNRUN.SYN: CPSIO4=WN SYNCOM4=F8n1 5. Save the modified SYNRUN.SYN file, and then close your text editor. Configuring Radiant POS terminals 4 Configuring the P1550 POS terminal Follow these steps to configure a P1550 POS terminal for use with CounterPoint: 1. If you are using any of the following external devices with your P1550 POS terminal, connect them to the following ports: Device Radiant Part # Port Printer-driven cash drawer (16” or 18.8”) P000F024 or P000F031 DK (on Epson TM-T88) Epson TM-T88 series receipt printer (RS232 interface) P201F019 or P201F039 Serial 1 2x20 display (POS mount or pole mount) P703F000 or P703F001 Serial 2 Serial modem N/A USB (with USB to serial adapter) NOTE: If you are using a serial modem with your P1550, follow the instructions included with your USB to serial adapter to connect the modem to an available USB port. 2. Browse to the top-level directory on your CounterPoint server (e.g., C:\SYN) and double-click the SYNRUN.SYN file to open it in Notepad or another text editor. 3. Add the following lines to SYNRUN.SYN: CPSIO1=C SYNCOM1=98n1 4. If you are not running CounterPoint over Terminal Services, add the following line to SYNRUN.SYN: CPSIO2=W 5. Save the modified SYNRUN.SYN file, and then close your text editor. 6. Copy the CP1550Mode.bat and OPOSim.exe files from your top-level directory to the Windows Startup directory for all users (i.e., C:\Documents and Settings\All Users\Start Menu\Programs\Startup) on your POS terminal. 7. Double-click OPOSim.exe in the Startup directory to start the OPOS Input Manager. 8. Right-click the OPOS Input Manager icon ( ) in the Windows system tray and select Options to display the OPOS Input Manager window. 9. Select RSMsr from the MSR list, and then select the Track you want to read. NOTE: If you are processing debit cards, select track 2. 10. Select the Auto-enable on start-up check box, and then click the Enable button. 11. Close the OPOS Input Manager window. 12. Select Start / Settings / Printers and Faxes, right-click the Epson TM-T88 - Serial printer, and then click Properties. Configuring Radiant POS terminals 5 13. Click the Ports tab, select an unused Serial Port (e.g., COM4), and then click OK. NOTE: Alternatively, you can delete the Epson TM-T88 - Serial printer, instead of assigning it to an unused port. 14. Start CounterPoint and log in to your company database. 15. Select File Utilities / Special / System / Update pre-defined data. 16. Select Yes from the Are you sure you want to do this ? prompt, and then press Enter to load the pre-defined device codes for Radiant POS terminals. 17. When the pre-defined data is updated, press ESC to return to the main menu. 18. Select Setup / Point of Sale / Registers, specify a Register number for your POS terminal, and then complete the remaining fields on the first Registers screen. 19. On the next Registers screen, enter 1550 in the Device code field for the Printer 1 device, select the Print method you want to use, and then enter COM1 in the corresponding Device ID field. 20. Enter or look up one or more Form ID options to specify the forms you want to print with your receipt printer. Configuring Radiant POS terminals 6 21. On the next Registers screen, enter 1550 in the Device code field for the Card reader device. NOTE: Do not specify a Device ID for the Card reader device. 22. Enter 1550 in the Device code field for the Display device, and then enter COM2 in the corresponding Device ID field. 23. Press Enter at the Field number to change ? prompt to save your changes, and then press ESC to close the Registers screen and return to the main menu. 24. Select Setup / Point of Sale / Drawers, specify a Drawer number and Register number for the POS terminal’s cash drawer, and then enter a Description for the drawer. 25. Enter 1550 in the Drawer device code field, and then enter COM1 in the Drawer device ID field. 26. Press Enter at the Field number to change ? prompt to save your changes, and then press ESC to close the Drawers screen and return to the main menu. Your P1550 POS terminal is ready to use! Start Ticket Entry or Touchscreen Ticket Entry and enter some sample tickets to try out each device. If you encounter any problems with your devices, test each device in Setup / Point of Sale / Device codes. Configuring Radiant POS terminals 7 Configuring the P1515/P1520 POS terminal Follow these steps to configure a P1515 or P1520 POS terminal for use with CounterPoint: 1. If you are using any of the following external devices with your P1515 or P1520, connect them to the following ports: Device Radiant Part # Port Printer-driven cash drawer (16” or 18.8”) P000F024 or P000F031 DK (on Epson TM-T88) Epson TM-T88 series receipt printer (RS232 interface) P201F019 or P201F039 Serial 3 2x20 display (POS mount or pole mount) P703F000 or P703F001 Serial 4 Serial modem N/A USB (with USB to serial adapter) NOTE: If you are using a serial modem with your P1515 or P1520, follow the instructions included with your USB to serial adapter to connect the modem to an available USB port. 2. Browse to your top-level directory (e.g., C:\SYN) and double-click the SYNRUN.SYN file to open it in Notepad or another text editor. 3. Add the following lines to SYNRUN.SYN: CPSIO3=C SYNCOM3=98n1 4. If you are not running CounterPoint over Terminal Services, add the following line to SYNRUN.SYN: CPSIO4=W 5. Save the modified SYNRUN.SYN file, and then close your text editor. 6. Copy the CP1550Mode.bat and OPOSim.exe files from your top-level directory to the Windows Startup directory for all users (i.e., C:\Documents and Settings\All Users\Start Menu\Programs\Startup). 7. Select Start / Settings / Printers and Faxes, right-click the Epson TM-T88 - Serial printer, and then click Properties. 8. Click the Ports tab, select an unused Serial Port (e.g., COM6), and then click OK. NOTE: Alternatively, you can delete the Epson TM-T88 - Serial printer, instead of assigning it to an unused port. 9. Start CounterPoint and log in to your company database. 10. Select File Utilities / Special / System / Update pre-defined data. 11. Select Yes from the Are you sure you want to do this ? prompt, and then press Enter to load the pre-defined device codes for Radiant POS terminals. 12. When the pre-defined data is updated, press ESC to return to the main menu. 13. Select Setup / Point of Sale / Registers, specify a Register number for your POS terminal, and then complete the remaining fields on the first Registers screen. Configuring Radiant POS terminals 8 14. On the next Registers screen, enter 1520 in the Device code field for the Printer 1 device, select the Print method you want to use, and then enter COM3 in the corresponding Device ID field. 15. Enter or look up one or more Form ID options to specify the forms you want to print with your receipt printer. 16. On the next Registers screen, enter 1520 in the Device code field for the Display device, and then enter COM4 in the corresponding Device ID field. 17. Press Enter at the Field number to change ? prompt to save your changes, and then press ESC to close the Registers screen and return to the main menu. 18. Select Setup / Point of Sale / Drawers, specify a Drawer number and Register number for the POS terminal’s cash drawer, and then enter a Description for the drawer. 19. Enter 1520 in the Drawer device code field, and then enter COM3 in the Drawer device ID field. 20. Press Enter at the Field number to change ? prompt to save your changes, and then press ESC to close the Drawers screen and return to the main menu. Configuring Radiant POS terminals Configuring the P1515/P1520 Payment Guard MSR If you are setting up a P1515 or a P1520 POS terminal with a Payment Guard MSR (available as of July 1, 2010), follow these steps to configure the MSR: 1. Download the RadUSerialMSR1-0-0-1.zip file from the Support area of the CounterPoint Web site (www.counterpointpos.com/support/software_cpv7.htm) and extract the archive to a temporary directory. 2. Browse to the directory to which you extracted the RadUSerialMSR1-0-0-1.zip archive and double-click Setup.exe to install the Payment Guard MSR driver. 3. In the directory to which you extracted the RadUSerialMSR1-0-0-1.zip archive, doubleclick the MSRtracks_2only.reg file, and then click Yes on the Registry Editor dialog to update the Windows registry with the track settings for the Payment Guard MSR. 4. Click OK to close the Registry Editor dialog. 5. In CounterPoint, select Setup > Point of Sale > Registers, specify the Register number for your POS terminal, and then proceed to the third Registers screen. 6. Enter 1520 in the Device code field for the Card reader device and enter COM5 in the corresponding Device ID field. Configuring the P1520 keyboard-transparent MSR If you are setting up a P1520 POS terminal with a keyboard-transparent MSR (available before July 1, 2010), follow these steps to configure the MSR: 1. Double-click OPOSim.exe in the Startup directory to start the OPOS Input Manager. 2. Right-click the OPOS Input Manager icon ( ) in the Windows system tray and select Options to display the OPOS Input Manager window. 3. Select RSMsr from the MSR list, and then select the Track you want to read. NOTE: If you are processing debit cards, select track 2. 4. Select the Auto-enable on start-up check box, and then click the Enable button. 5. Close the OPOS Input Manager window. 6. In CounterPoint, select Setup > Point of Sale > Registers, specify the Register number for your POS terminal, and then proceed to the third Registers screen. 7. Enter 1520 in the Device code field for the Card reader device. NOTE: Do not specify a Device ID for the Card reader device. Your POS terminal is ready to use! Start Ticket Entry or Touchscreen Ticket Entry and enter some sample tickets to try out each device. If you encounter any problems with your devices, test each device in Setup / Point of Sale / Device codes. 9 Configuring Radiant POS terminals 10 Configuring the P1220 POS terminal Follow these steps to configure a P1220 POS terminal for use with CounterPoint: 1. If you are using any of the following external devices with your P1220, connect them to the following ports: Device Radiant Part # Port Printer-driven cash drawer (16” or 18.8”) P000F024 or P000F031 DK (on Epson TM-T88) Epson TM-T88 series receipt printer (RS232 interface) P201F019 or P201F039 Serial 1 2x20 display (pole mount) P703F001 Serial 2 Serial modem N/A USB (with USB to serial adapter) NOTE: If you are using a serial modem with your P1220, follow the instructions included with your USB to serial adapter to connect the modem to an available USB port. 2. Browse to your top-level directory (e.g., C:\SYN) and double-click the SYNRUN.SYN file to open it in Notepad or another text editor. 3. Add the following lines to SYNRUN.SYN: CPSIO1=C SYNCOM1=98n1 4. If you are not running CounterPoint over Terminal Services and you are using an external (i.e., pole mount) 2x20 display, add the following line to SYNRUN.SYN: CPSIO2=W 5. If you are not running CounterPoint over Terminal Services and you are using the P1220’s built-in (i.e., POS mount) 2x20 display, add the following line to SYNRUN.SYN: CPSIO5=W 6. Save the modified SYNRUN.SYN file, and then close your text editor. 7. Copy the CP1220Mode.bat and OPOSim.exe files from your top-level directory to the Windows Startup directory for all users (i.e., C:\Documents and Settings\All Users\Start Menu\Programs\Startup). 8. Double-click OPOSim.exe in the Startup directory to start the OPOS Input Manager. 9. Right-click the OPOS Input Manager icon ( ) in the Windows system tray and select Options to display the OPOS Input Manager window. 10. Select RSMsr from the MSR list, and then select the Track you want to read. NOTE: If you are processing debit cards, select track 2. 11. Select the Auto-enable on start-up check box, and then click the Enable button. 12. Close the OPOS Input Manager window. 13. Select Settings / Printers and Faxes from the Start menu, right-click the Epson TM-T88 Serial printer, and then click Properties. Configuring Radiant POS terminals 11 14. Click the Ports tab, select an unused Serial Port (e.g., COM4), and then click OK. NOTE: Alternatively, you can delete the Epson TM-T88 – Serial printer, instead of assigning it to an unused port. 15. Start CounterPoint and log in to your company database. 16. Select File Utilities / Special / System / Update pre-defined data. 17. Select Yes from the Are you sure you want to do this ? prompt, and then press Enter to load the pre-defined device codes for Radiant POS terminals. 18. When the pre-defined data is updated, press ESC to return to the main menu. 19. Select Setup / Point of Sale / Registers, specify a Register number for your POS terminal, and then complete the remaining fields on the first Registers screen. 20. On the next Registers screen, enter 1220 in the Device code field for the Printer 1 device, select the Print method you want to use, and then enter COM1 in the corresponding Device ID field. 21. Enter or look up one or more Form ID options to specify the forms you want to print with your receipt printer. 22. On the next Registers screen, enter 1220 in the Device code field for the Card reader device. Configuring Radiant POS terminals NOTE: 12 Do not specify a Device ID for the Card reader device. 23. If you are using an external pole display, enter 1220 in the Device code field for the Display device, and then enter COM2 in the corresponding Device ID field. If your P1220 includes a built-in line display, enter 1220 in the Device code field for the Display device, and then enter COM5 in the corresponding Device ID field. 24. Press Enter at the Field number to change ? prompt to save your changes, and then press ESC to close the Registers screen and return to the main menu. 25. Select Setup / Point of Sale / Drawers, specify a Drawer number and Register number for the POS terminal’s cash drawer, and then enter a Description for the drawer. 26. Enter 1220 in the Drawer device code field, and then enter COM1 in the Drawer device ID field. 27. Press Enter at the Field number to change ? prompt to save your changes, and then press ESC to close the Drawers screen and return to the main menu. Your P1220 POS terminal is ready to use! Start Ticket Entry or Touchscreen Ticket Entry and enter some sample tickets to try out each device. If you encounter any problems with your devices, test each device in Setup / Point of Sale / Device codes.