ivend Retail ivend DemoStack Installation Guide Version: Final October 2015 ivend Mobile POS

Transcription

1 ivend Retail ivend DemoStack Installation Guide Version: Final October 2015 ivend Mobile POS

2 Typographic Conventions Type Style Example Example EXAMPLE Example Example <Example> EXAMPLE Description Words or characters quoted from the screen. These include field names, screen titles, push buttons labels, menu names, menu paths, and menu options. Textual cross-references to other documents Emphasized words or expressions Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system Keys on the keyboard, for example, F2 or ENTER Page 2 of 27

3 Document History The following table provides an overview of the document changes. Version Date Description 0.1 Aug 10, 2015 Draft 0.2 Aug 20, 2015 Draft edits and ammenedments 0.3 Aug 28, 2015 Draft - Inserted Getting Started Section 0.4 Sep 03, 2015 Proofing 0.5 Oct 05, 2015 Added screenshots 0.6 Oct 10, 2015 Final version Page 3 of 27

4 Contents Typographic Conventions... 2 Document History... 3 Introduction... 5 Support... 6 Glossary... 6 ivend Retail Overview... 7 Before Installing ivend Retail DemoStack... 8 Installation Guide Document brief Downloading and Installing ivend DemoStack Getting Started Further Information Page 4 of 27

5 Introduction This document will help you successfully install the ivend Retail DemoStack. It helps you prepare for installation by describing the system prerequisites and then guides you through the installation process. ivend Retail DemoStack is a preconfigured set of all the integrated applications of the ivend Retail Management Suite. Comprehensive demo data across all masters and configuration settings, coupled with detailed explanation of the master data, make it far easier for pre-sales, sales and implementation consultants to showcase the power of the ivend retail suite and for Customers to evaluate the product. The applications included in the DemoStack are; ivend Terminal POS ivend Management Console ivend Handheld ivend ecommerce ivend Passes ivend Loyalty The documents included in the DemoStack are; DemoStack Demo Script DemoStack Configuration Data The DemoStack also has an option to install a preconfigured system, integrated with SAP Business One. The installer, when executed, will automatically install and configure all the applications of ivend Retail Management Suite, this may take some time. The document below lists the prerequisites required for the smooth installation and correct configuration of the environment. It is essential that the system and application environment is EXACTLY as per the expectations of the installer (see pages 8 and 9). Page 5 of 27

6 Support If you require any assistance confirming the prerequisites contained in this document and the information that will be required for the installation, please contact the appropriate technical support person or team in your business. However if you have any difficulties with the installation itself please go to and Ask a question Glossary Term ivend Terminal PoS ivend Management Console Enterprise Server Store Server Ivend ecommerce ivend Passes ivend Loyalty ivend Handheld Definition The Point of Sale client for the Stores where all types of sales transactions are conducted. The Management Console connects to either the Enterprise Server or the Store Server. The Management Console is used to setup master data and configure the administrative settings that affect how the system will work. Inventory transactions are performed here. The Management Console is also the main repository for Reporting. The Enterprise Server is the Head Office component for ivend Retail. The Enterprise Server can be configured in the following modes: Enterprise Mode: With Enterprise Mode, the Enterprise Server is the point of consolidation for all the stores and also the sole distributor for data to the stores. Any data flow from Store to Store is routed through the Enterprise Server. Mixed Mode: With Mixed Mode, the Enterprise server will also be a store. The Enterprise will have the same functions as for Enterprise Mode but will also operate as a store. The Store Server is where information is entered about each store. This is where settings are made affecting the behavior and limitations of each user and each Point of Sale register. Master record information is synchronized to and from the Enterprise Server at this server. ivend ecommerce is an ecommerce, mcommerce platform allowing retailers to offer their products on the web, with seamless integration with ivend Retail ivend Passes is a platform for retailers to deploy Digital Passes on Apple Passbook and Android devices helping to engage customers with a digital Loyalty Card, digital Coupon or digital Gift Cards ivend Loyalty is a points & rewards management application, designed to significantly improve customer retention by bringing them continuously back and improving customer satisfaction levels. ivend Loyalty is seamlessly integrated with ivend Retail ivend handheld enables the retail workforce to manage store inventory using a handheld device running Windows Mobile OS version 6.0 or 6.5. ivend handheld helps efficient stock taking and goods management Page 6 of 27

7 ivend Retail Overview ivend Retail delivers integrated retail management solutions for the way retailers work today, implementing technology that is built to enable change, not just built to last. We believe that retailers shouldn t have to worry about managing hardware, software licenses, upgrades they just need the tools to deliver great customer service. Part of Citixsys, ivend Retail is an innovator in retail technology and a recognized industry leader for Cloud management and mobile retail. In addition to providing traditional fixed till and back office server solutions as required, we are experts in developing solutions for complex retail multi-format, multi-location, multi-channel and multi-sector retailers. Page 7 of 27

8 Before Installing ivend Retail DemoStack Previous Installations of ivend Retail Ensure that the target system for installation does not have an existing installation of any of the following ivend Retail products; ivend POS ivend Mobile POS ivend Handheld ivend Management Console ivend ecommerce ivend Loyalty ivend Loyalty Customer Portal ivend DemoStack If any of these ivend Retail products exist please uninstall / remove them and delete any ivend related SQL databases. Operating Systems Supported Windows 7 Windows 8 Windows Server 2008 R2 Windows Server 2012 R2.Net Framework The machine where the ivend Retail DemoStack is to be installed should have.net Framework 4.5 already installed. The installer will STOP if it does not find the framework. Microsoft SQL Server The DemoStack installer will prompt you to install SQL Server 2008 R2 Express Edition if it does not find an existing installation of SQL Server on the target machine. This is done automatically. Note: If you already have Microsoft SQL Server installed, please ensure that the SQL Server collation is SQL_Latin1_General_CP1_CI_AS You will be asked for the SQL Server details and password during the installation Page 8 of 27

9 address and SMTP Details Although it can be used without, ivend Retail DemoStack requests a valid address and SMTP server details. We recommend that you do enter these credentials as these are required by ivend ecommerce, ivend Loyalty and ivend Passes. The address will be used across the application landscape to demonstrate how the ivend Retail Management Suite application can be configured to enable interactive communications with the end client s internal staff and their retail customers, The following SMTP configuration details will be required during installation; A valid id SMTP Server SMTP User SMTP Password SMTP Port Whether using SMTP SSL? (Yes/No) ERP System Requirements You may choose to install ivend DemoStack as a Standalone solution (also known as Unplugged ) or choose the integrated with SAP Business One ERP option. SAP Business One Integration Should you choose to use the DemoStack with SAP Business One, then please find below the recommended version details for the integration between ivend Retail and SAP Business One to work effectively; SAP Business One 9.1 PL 06. If the installed instance of SAP Business One is higher than the 9.1 PL06, you must upgrade the Database SAP-iVend-DemoStack to your current SAP Business One patch level before you start using the DemoStack applications. SAP Business One 32 bit client SAP Business One 32 bit DI API ivend Retail DemoStack is configured to work ONLY with US Localization of SAP Business One. NOTE: You must allocate a Professional User license to CXSiVend user in SAP Business One. CXSiVend user is used for integrating data to SAP Business One. Integration with ivend Passes ivend Passes offers retailers fantastic opportunities to engage their customers with digital loyalty, digital gift cards and digital coupon. To experience this you will first need to register at You will be prompted to enter your ivend Passes registration details during the installation. Page 9 of 27

10 Installation Guide Document brief This Installation Guide presents the minimum setup required to run ivend Retail for the demonstration system. Note This guide does not cover the installation of; o ivend Mobile PoS for instructions please see the following videos; Once the installation of the DemoStack is complete youwill find the ivend Retail DemoStack applications and document shortcuts on your desk top Page 10 of 27

11 Downloading and Installing ivend DemoStack Citixsys Knowledge Portal Once you have registered at the Citixsys Knowledge Portal (CKP) at you will be able to access the Partner Kit area; Here you will find many resources to help Partners including ivend DemoStack. Simply click on the Download ivend DemoStack button to begin the process You will be taken to the Downloads section of the CKP, where you can click the Download button; We recommend that you save ivenddemostacksetup.exe to your computer. NOTE When you download DemoStack you will be sent an containing the license key, you will need this at the end of the installation process. If you cannot find this please check your Junk mail folder. Page 11 of 27

12 Once this is done, navigate to where the downloaded file is located and double-click the file to launch the installation Wizard The Welcome screen will appear, click Next Page 12 of 27

13 Read and then slect the radio button to accept the terms of the license agreement and click Next Enter your information and click Next Page 13 of 27

14 Accept the default destination of the installation or change it and click Next. The default destination is recommended to make any support easier and provide a simplied future upgrade path For the purposes of this document we will install ivend DemoStack - Standalone, click Next Page 14 of 27

15 Insert the details of the SQL Database Server, click Next In order to experience the communication capability of ivend ecommerce, Loyalty and PoS, insert the details of your SMTP Setup, Select the appropriate Use SSL radio button and then click Next Page 15 of 27

16 To experience the integration of ivend Passes enter your details here and click Next. You will first need to register at You re all done, now click Install to begin the installation. This may take some time. Page 16 of 27

17 Please wait. This window will appear next, click OK Page 17 of 27

18 Select the Activate a License radio button and then click Next Select The Internet radio button and click Next Page 18 of 27

19 Select No proxy server (typical) radio button or enter the details of your Proxy server if applicable. Click Next Enter your address and the license key that was sent to you in the when you downloaded DemoStack. Click Next Page 19 of 27

20 You have activated the license. Click Finish The Installation has completed. Make a note of the credentials as you will need these to access the applications, then click Finish. You are now ready to begin to use and experience the power of ivend Retail, one of the most comprehensive, feature rich, integrated Retail Management Systems in the world. Page 20 of 27

21 Getting Started You will find the icons for the ivend applications and documents on your desktop Launching Point of Sale Double click the icon Log on using User Name 1 and Password Pass@123 A Simulated Receipt Printer will also appear in order that you can see the output on the physical receipt. You may close this by clicking the x in the top right corner. x Page 21 of 27

22 Click Clock In Leave CASHIER Highlighted and Click OK this will allow you to see where a Manager s override is required Page 22 of 27

23 Click OK again The Point of Sale Screen will appear and you are ready to begin Page 23 of 27

24 Launching Management Console Double click the icon You will see the Management Console Splash Screen click anywhere on this screen The log in screen appears. Enter User name 1 Password Pass@123. Then click Login Page 24 of 27

25 The Management Console menu screen appears and you are reday to get started Management Console opens on the Administration tab, showing the System Initialisation Menu items Page 25 of 27

26 Launching ecommerce Double click the icon The ivend ecommerce home screen will appear Page 26 of 27

27 Further Information For more information on the ivend Retail Suite visit For a full catalogue of ivend Retail documentation, elearning, forums, knowledge base and software downloads for the ivend Retail Suite visit the Citixsys Knowledge Portal For support on the ivend Retail Suite visit Page 27 of 27