The FlexiSchools Online Order Management System Installation Guide

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1 The FlexiSchools Online Order Management System Installation Guide FlexiSchools May 2012 Page 1 of 16

2 Installation Pack Welcome to the FlexiSchools system. You will have received a disc containing: Sato Drivers FlexiSchools Online Order Management Software Dot Net Framework 2.0 Software There are three items of software contained in these files: 1. The Sato Printer Drivers These are the drivers for the SATO CG208 label printer. 2. The FlexiSchools Online Order Management Software This is the application that downloads and prints the daily orders installed via the FOOM_Setup_X_X.msi file. 3. Dot Net Framework 2.0 It may be necessary to install this internet access framework, but you will be notified when trying to install FlexiSchools Online Order Management software. FlexiSchools May 2012 Page 2 of 16

3 Installation Process You are now ready to install the software. Note: Please ensure you are logged in as an 'Administrator' on the local machine when doing the installation, and choose Everyone when given the option of "Everyone" or "Just Me" Setup the Printer and Driver This process is specifically designed for Windows 7 operating system ONLY. NOTE: You MUST disconnect from the internet BEFORE starting the installation. 1. Connect the power supply to the printer (flat side facing up). Note: Do NOT power up printer until asked. 2. Connect the USB cable to an available port on the computer and to the printer. 3. Open the printer cover by pulling the 2 blue locks on the sides of the printer forward. Open the cover all the way until it locks. 4. Open the label roll holder by pressing the blue latch back and pulling apart the roll holders. 5. Insert the label roll and close the roll holder by pushing the blue latch back and squeezing closed to roll holder. When the roll is clamped, release the blue latch and the clamps will hold the roll in place. 6. Feed the labels through both left and right guides then close the cover ensuring there is an audible click when firmly closed. 7. Power up the printer by holding the power button for 2 seconds then releasing it. 8. Windows will attempt to install the driver but fail. 9. Close the dialogue box. 10. Click START, then Devices and Printer. 11. Double Click SATO CG208 in the unspecified section. FlexiSchools May 2012 Page 3 of 16

4 12. Click Hardware tab then click properties. 13. Click Change settings. FlexiSchools May 2012 Page 4 of 16

5 14. Click Driver tab then Updater Driver. 15. Click browse my computer for driver software. FlexiSchools May 2012 Page 5 of 16

6 16. Click Browse. 17. Go to the driver folder on the CD, choose the correct driver base 32 or 64bit. If you are unsure, ask your IT department. 18. Click OK. FlexiSchools May 2012 Page 6 of 16

7 19. Press Next, the driver installation process will start. If a security warning shows, choose Install Driver Anyway. 20. Click Close. 21. Close all open windows and messages, from the desktop go to START, Devices and Printers. 22. Your CG208 printer should now be installed and configured with settings required by your software and label specs. OPTIONAL STEP; To test the printer configuration, right mouse click on the CG208 driver then select Printer Properties. Press the Print Test Page button, a label should feed and print some simple windows text and icon. If a label prints without an error, the driver has been configured and installed correctly. FlexiSchools May 2012 Page 7 of 16

8 1. Install the FlexiSchools Online Order Management Software From the Installation Pack disc double click on the file FOOM_Setup_X_X.msi: When prompted to choose between "Everyone" and "Just Me", choose "Everyone". Otherwise follow the default settings. FlexiSchools May 2012 Page 8 of 16

9 FlexiSchools May 2012 Page 9 of 16

10 Once completed click Close to exit. FlexiSchools May 2012 Page 10 of 16

11 2. Run the FlexiSchools Online Ordering Management Software Please now reconnect to the internet. Logout out as the Administrator. Login to Windows on the local machine as the person who will be using the application. If going via a Proxy Server you will be asked for the username and password, which will give you the secure internet access (these will be important later in the installation). Double click on the FlexiSchools Online Orders icon on the desktop: The first time you run the application you will be prompted to select the label printer. Select the Label Printer: FlexiSchools May 2012 Page 11 of 16

12 and choose the Zebra printer that was just installed (SATO CG208): If your PC does not use a Proxy Server you will be asked to login with the Username and Password provided by FlexiSchools. You will have received a covering letter with the Installation Pack containing your own school s specific Username and Password. Enter these in the fields below and click Login: If your PC does not use a Proxy Server go to section 5. FlexiSchools May 2012 Page 12 of 16

13 3. School Proxy Settings If your network uses a proxy to access the internet, please follow these instructions to set the proxy settings. You may need to enter your school internet access username and password if you need to go through the proxy server, these would have been entered by you when you logged in to the PC to give you access to the internet. Note: You may need help from an IT specialist at school for this stage. In NSW the Proxy Settings for government schools are: Proxy: proxy.det.nsw.edu.au Port: 8080 In QLD the Proxy Settings for government schools are: Proxy: proxy.eq.edu.au Port: 80 In VIC the Proxy Settings for government schools are: Proxy: proxy.education.netspace.net.au Port: 8080 In WA the Proxy Settings for government schools are: Proxy: Port: 8080 FlexiSchools May 2012 Page 13 of 16

14 If you are using Windows Authentication, leave the Username and Password blank (most common). If you use Basic Authentication, enter the proxy login username and password. Enter the Proxy URL and check the Proxy Port is correct. Click Apply You may be asked to re-enter your Windows Authentication again at this stage. Close the application to force the settings to be used. Restart the application: In the Options choose Login: You will have received a covering letter with the Installation Pack containing your own school s specific Username and Password. Enter these in the fields below and click Login: FlexiSchools May 2012 Page 14 of 16

15 4. Print Test Orders Once the FlexiSchools Online Order Management software is running you should see a list of test orders. Click Print Labels : Please check the format of the labels printed. If they do not look exactly right please call FlexiSchools Customer Services on FlexiSchools May 2012 Page 15 of 16

16 5. Print Production Reports After you have printed your labels you can print the other production reports to help you make the orders. Select the A4 document report printer connected to your PC. To print a list of all the items that have been ordered, go to the Items tab and click Print. To print a report by class, listing who ordered by class, go to the Classes tab and click Print. You have now completed the installation process. Well done! If you have any question please contact us directly. Many thanks, FlexiSchools Help FlexiSchools May 2012 Page 16 of 16

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