Activating to the Web Portal

Transcription

1 One Blue Hill Plaza, 16th Floor, PO Box 1546 Pearl River, NY PC-AMERICA, (Voice) (Fax) Activating to the Web Portal This document will detail the process required to activate CRE/RPE to the Web Portal. We will detail installing the latest patch, setting up CRE/RPE with the appropriate settings, and finally cover the activation process. NOTE: When activating to the portal all of the data on your register will be overwritten and lost. Make sure to run any appropriate reports and make a backup of your database before proceeding! NOTE: You must be running CRE/RPE version 12.5 or higher. Table of Contents: Backing up Your Database Uninstall the Old Patch Installing the Latest Patch Converting Your Database Activating to the Portal 1 P a g e

2 Backing up Your Database To back up your database, start CRE/RPE and follow these steps. 1. Select File. 2. Move your mouse over Database Maintenance. 3. Select Backup Database. 4. Provide the requested credentials. 5. Select the location where you would like your backup to be saved (e.g. desktop) and give it a unique name (e.g. corner_liquor_05_21_2009). 6. Select Open. 7. The database has been backed up. Now that you have the backup, store it in a safe place such as on a CD or a USB flash drive. 2 P a g e

3 Uninstall the Old Patch Before patching CRE/RPE, the old patch must be removed. Follow these steps to do this. 1. Select start. 2. Select Control Panel. 3. Select Add or Remove Programs. 4. Scroll down to CRE QuickPatch v2 and select it. If you are unable to find it, skip the remainder of this section. 5. Select Change/Remove. 6. Select Remove. 7. Select Next. 3 P a g e

4 8. Select Yes when asked to confirm your decision. 9. When notified that the patch has been uninstalled, select Finish. 4 P a g e

5 Installing the Latest Patch Obtain the latest patch from: 1. Double-click on cre.netqp.exe. 2. When the installer starts, select Next. 3. Provide a user name and company name. 4. Select Next. 5 P a g e

6 5. Select Next. 6. Select Next again. 7. When notified that the patch has been installed, select Finish. 6 P a g e

7 Converting Your Database To complete the upgrade, start CRE/RPE and follow these steps. 1. Select Begin Conversion. 2. If prompted if a database backup has been performed, do one of the following: Selecting Yes will tell CRE that you have done a backup already and will continue the conversion as normal. Selecting No will tell CRE that you need to do a database backup (see below). 7 P a g e

8 3. When prompted to backup your database select Yes to backup the database. You will be prompted for your credentials and then be asked to choose a location to save the backup. Selecting no will tell you to backup the database and will then exit the software. You will want to select Yes at this window on your server. On the stations you can answere the previous question that you have backed up your database already. 4. After your database has been converted, select Continue. CRE/RPE has been upgraded! To verify that the version number has increased, select File (on the upper left-hand corner of the login screen) and then About. 8 P a g e

9 Activating to the Portal 1. Next, at the main log in screen of CRE/RPE select File from the top left of the screen and choose Select Database. 2. Enter your Administrator password (admin by default) and when prompted This computer has already been configured. Changing the settings should only be done under the direction of a support representative. Continue? Select Yes. 3. On the next screen check Use Advanced Configuration and select Next. 9 P a g e

10 4. On the Advanced Setup screen select Store Server. 5. Select Communicates with Corporate. 6. Select the Change Sync Info button on the right of the screen. 7. Enter the Store ID, User Name, Password, Store_ID, and Host URL, provided to you by your account Manager. 8. Select Done. 10 P a g e

11 9. At the Advanced Setup Screen you will see the information you just entered in the Remote Server section. 10. Select Next to begin the activation process 11. The activation process may take some time, do not be alarmed if you see a progress screen for several minutes. 12. You will then be prompted to select a Store ID and Station ID. Select the appropriate Store ID on the left (generally the same store id you entered on page 10) and the Station ID on the right (usually 01). 13. Select the Station Role: Standard This is the most commonly used station role. This station role will act as a normal cash register so that transactions can be performed. DriveThru This role is used where a Drive Thru will be used. For more information please see: o MobileDevice This role is used to configure printer settings for a mobile device. 14. Select Done 11 P a g e

12 15. Select Begin to complete the activation to the web portal. Congratulations! You have successfully activated to your Web Portal and can view and edit information from any computer with Internet access! You can access your portal information with the User Name, Password, and URL provided to you by your account manager. Note: During the Activation process you may receive the following error message: The communication object, System.ServiceModel.Channels.ServiceChannel, cannot be used for communication because it is in the Faulted state. Please exit from CRE/RPE, make sure the date and time including time zone settings in windows are set appropriately, and then try the activation process once again. 12 P a g e