Back Office Installation

Description

This document provides a complete guide for installing the complete suite of applications required for Back Office. The guide is broken up into steps, and must be followed in the order that they appear in the checklist below. The information contained in this guide is based on the assumption that the Back Office application will be running on a single host PC/Server.

To Be Considered

Note : Back Office MUST be opened with Administrator rights. It is recommended to ensure this is set permanently. Refer HERE for more information. If opened WITHOUT Administrator rights, then installing SQL Shield, access to Services and doing a Database Reset and Upgrade will be compromised.

Pre-Requisites

System Requirements - For more information ...
Install Windows Updates if not already done.
Install Microsoft.NET Framework if not already done.
Install Microsoft SQL Server Express Edition if not already done.

Installation Checklist

Follow the steps in the order outlined below:

Ensure the Pre-Requisites above have been met.
Install Back Office and Register the software.
Back Office database
Software Registrations

This completes the installation for Back Office and supporting software. Test the connections to the Swiftpos database and ensure Swiftpos Services are running.

Installation Guide

Back Office

Install Back Office including the Swiftpos Services on the host PC/Server.

Reseller Help - For downloading installer software information. Installers are available for the following:

Back Office
KVS
Menu Board
Touch

Unzip the downloaded SPBACKOFFICE zip file and double click the .exe installer file. For example: Swiftpos Back Office Installer v5.exe.
The install of Back Office will commence with the following popup appearing:

Follow the prompts of the Install Wizard to complete the installation of Back Office.

Select the program features to be installed.

Ensure the Will be installed on local hard drive option (see below) is selected from the drop-down list opposite the Connect with Sales & EOD Services feature to install Swiftpos Services. This is only required on the SERVER PC that is processing sales and communicating with the POS. It is not required for any Back Office workstation.

To use Swiftpos Web Applications, ensure the Will be installed on local hard drive option is selected from the drop-down list opposite the Web Applications feature and the Setup IIS Application feature. This is only to be installed on the SERVER PC that is running Web Services, it is not required on any Back Office workstation.

Once the Install Wizard has completed, click Finish to exit the Wizard.

If you have installed services on workstations by accident, you have to disable the services and delete the following files in this folder (if they exist).

C:\Program Files (x86)\Samford Software\BackOffice

EndOfDay.exe
Swiftpos.Connect.Service.exe
Sales.exe
Swiftpos.Messages.Service.exe
Updates.exe

Back Office DATABASE

Create the Back Office database and ensure it is reset and upgraded. For more information ... Note : A reset and upgraded should always be done after a software install or update.
An SQL Login screen will appear. Enter (local) into the server field.
Enter the the login credentials found HERE.
Click Create Blank Database. (Must be characters A-Z only with no spaces or other illegal characters). Note : It is recommend to leave the database name as SWIFTPOS
Select the file path where your database file will be stored and click Create Now.
If the database field does not say Swiftpos, then select it from the dropdown list and select Accept.

Back Office LOGIN

You should now see a Swiftpos Clerk Login screen.

Select the arrow on the right to access the Database Connections panel (as seen here).

Enter Clerk ID 0 and Pin 0.
Once Swiftpos has loaded successfully open the Clerk menu and select Security Groups.
Double click Administrators, select Check All and then select the Save button.
Close any open screens.

REGISTRATION

From the Back Office Main Menu screen select Registration in the Toolbar.
Complete the Registration details and then select Export Registration File.
Save the Registration File (.XML file) to a folder.
Select Email Registration Request to email the request.
A reply email will be sent along with the registration file.
Select the Import Registration File button to import the registration file returned via email.
A message should appearing confirming the registration was successful.

Note : Do not change the host PC/Server name once the software has been registered.

PRIOR TO GO LIVE

Once the above has been completed it is recommended to do the following:

Familiarise yourself with Swiftpos.
Setup the remaining features. These include:

Swiftpos Services is responsible for processing sales, spooling and writing updates, starting/stopping promotions, running batch reports and database maintenance.
Web Reports are a simple way of enabling users to view Swiftpos using only a web browser to access the database. A Web Server (IIS) must be installed and running. Reseller Help - For Web Server (IIS) Installation information.

Before going LIVE, ensure any existing sales data is cleared. For more information ...

BASIC CONFIGURATION

Check the database for defaults. This can be done by selecting the General Check and running a check of the database by selecting Start Now.
From Clerks/Staff menu select the Clerk Records option and add Clerks/Staff Members.
From the Suppliers menu add any Suppliers and Manufacturers required.
From Products select the Category/Groups Setup option and configure the Product Groups, Master Groups, Categories and Print Groups.
From Products select the Families option and configure as required.
From the Administration menu select the Price Level & Media Setup option. Configure as required.
From the Administration menu select the Venues option and add a Venue for each Venue required. Give each Venue an appropriate name. At least one must be configured.
For each Venue added ensure the following:

Select the End of Day button and ensure the Process Batch Reports option is selected.
Configure Families, Clerk/Staff Groups, Price Levels, etc.as required.
Configure any remaining settings as required.

Select from the Administration menu the Locations option and add Locations for each Venue created above.
For each Location added ensure the following:

Configure Price Levels, Member Price, etc. as required.
Configure any remaining settings as required.

In Adminstration:

Select the Devices option and add Touch POS devices as required. Touch POS devices are numbered from 1 to 999.
Select the Services option and install/start all services.
Select the Tax Setup option and configure as required making sure Swiftpos services are restarted after any changes have been saved.

In Products select the Product Records option and add all Products as required.
Back Office now has a basic functional configuration.

Other Settings to be Considered

Loyalty Settings

The Loyalty conditions are set up against each Category and the Points Multiplier is set up against each Member Classification. Once set check the NetPOS.Net configuration in Swiftpos Touch and the Customer Settings.

To disable points being awarded to Members/Accounts in Back Office select Member Classifications and set Join Points and Points Multiplier to zero.