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1 Installation Guide

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3 Table of Contents Introduction...1 System requirements...3 CounterPoint SQL Server...3 Workstations...3 Software updates...5 Microsoft SQL Server...7 SQL Server 2005 Express Edition...7 SQL Server 2005 Standard, Workgroup, or Enterprise Editions...7 Windows Server 2008 Certification...9 Third-party components...9 Point of Sale devices...9 Installing CounterPoint SQL Windows LAN Step 1: Install Microsoft SQL Server (optional) Step 2: Install prerequisites on server Step 3: Configure remote connections Step 4: Install CounterPoint SQL Step 5: Install the current Service Pack Step 6: Share the top-level directory Step 7: Install prerequisites on workstations Step 8: Set up workstations Windows Terminal Services WAN Step 1: Install Microsoft SQL Server (optional) Step 2: Install prerequisites on server Step 3: Configure remote connections Step 4: Install CounterPoint SQL Step 5: Install the current Service Pack Step 6: Share the top-level directory Step 7: Install prerequisites on terminal server Step 8: Install workstation files on terminal server Step 9: Install OPOS drivers on terminal server Step 10: Configure Remote Desktop Connection Step 11: Enable port redirection on workstations Creating a new company Radiant Systems, Inc. All rights reserved. iii

4 Installation Guide Using Starter Data Step 1: Install Starter Data Step 2: Modify Starter Data System System: Company Settings System: Accounts System: System Security Codes System: Menu Codes System: User Preferences System: User Settings System: Workgroup Settings Inventory Customers Purchasing Point of Sale Point of Sale: Point of Sale Security Codes Point of Sale: Station Settings Point of Sale: Store Settings Point of Sale: User Drawer Settings Ecommerce Creating an empty database Step 1: Create the empty database Step 2: Set up the database connection Step 3: Run the MSSQL.SQL script Step 4: Complete company configuration Radiant Systems, Inc. All rights reserved. iv

5 Introduction CounterPoint SQL is a complete business system that provides integrated and scalable software for point-ofsale, inventory control, system security, purchasing, customer tracking, labeling, credit card processing, receivables, sales history, ecommerce, and reporting for retail and wholesale businesses. This guide includes detailed instructions for installing and configuring CounterPoint SQL in the following environments: Windows Local Area Network (LAN) Windows Terminal Services Wide Area Network (WAN) Each set of steps in Installing CounterPoint SQL describes the process of installing CounterPoint in one of these environments. If you are installing CounterPoint in a Multi-Site environment, refer to the Multi-Site online help for installation instructions. This guide is intended for new CounterPoint installations. If you are updating from a previous version, refer to the CounterPoint SQL Update Guide Radiant Systems, Inc. All rights reserved. 1

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7 System requirements Before you install CounterPoint SQL, ensure that the computers in your network meet the minimum system requirements. CounterPoint SQL Server Component Requirement/Recommendation Operating system Processor Memory Hardware Database engine Windows XP Professional with SP2 (32-bit only) Windows Server 2003 with SP1 (32-bit only) Windows Server 2008 (32-bit or 64-bit) Refer to Windows Server 2008 Certification for more information about known issues with various third-party components and devices in Windows Server 2008 environments. 2 GHz Pentium 4 or better 2 GB DVD drive Microsoft SQL Server (MSSQL) 2005 Standard, Workgroup, or Enterprise Edition (available separately) with SP2 Microsoft SQL Server 2005 Express Edition (SSE) with SP2 (included on CounterPoint SQL DVD) Microsoft SQL Server 2005 Standard, Workgroup, or Enterprise Edition is strongly recommended for systems with more than 5 concurrent users. We do not currently plan to test or certify other 64-bit operating systems for use with CounterPoint SQL, including the 64-bit editions of Windows Server 2003, Windows XP, and Windows 7. Workstations Component Operating system Processor Memory Additional software Other Requirement/Recommendation Windows XP Professional with SP2 (32-bit only) Windows Vista Business (non-point-of-sale workstations only) 1.6 GHz Pentium M or better (LAN) 1.3 GHz Celeron M or better (WAN) 1 GB Internet Explorer 6.0 or later Creating or modifying reports requires Crystal Reports 9 or 10 Professional or Advanced (available separately) Creating or modifying label formats requires NiceLabel Pro 4 or later (available separately) Each workstation that will access the Radiant Dashbaord must have an active Internet connection. If you have the Offline V2 Option, each workstation that you intend to use in offline mode must have 2 GB of memory Radiant Systems, Inc. All rights reserved. 3

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9 Software updates When you purchase CounterPoint, you receive the version of the software that was current at the time of the last DVD fabrication, which does not necessarily include the latest corrections and updates. To obtain the most up-to-date version of CounterPoint, download and install the current Service Pack. CounterPoint Service Packs contain the latest software updates and enhancements. You can obtain the current Service Pack from our Web site at Installation instructions for the Service Pack appear on the Web site. You must be a registered CSS subscriber to access the Support area of the CounterPoint Web site. The CounterPoint SQL Service Pack is updated on our Web site as often as updates become available. You should periodically download and install the current Service Pack to ensure that you are running the latest software. Each Service Pack includes the Service Pack Log and the Reported Problem Log. The Service Pack Log describes enhancements and corrections in the Service Pack, while the Reported Problem Log documents problems reported in the current software. We encourage you to install all Service Packs, regardless of whether the Service Pack Log includes anything that seems to be of interest to you. Service Packs may contain supplemental or revised documentation, as noted in the CounterPoint SQL Service Pack Release Notes. You can receive automatic notifications regarding new Service Packs by subscribing to our Service Pack list. To subscribe to this list, use the submission form in the Support area of our Web site at You can view your current CounterPoint version and Service Pack level at any time by selecting About CounterPoint from the Help menu in CounterPoint SQL. The date displayed next to the Product version is the date of the currently installed Service Pack Radiant Systems, Inc. All rights reserved. 5

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11 Microsoft SQL Server Microsoft SQL Server is a database engine that provides secure, reliable data management and integrated analysis tools. Because CounterPoint SQL stores your company data in an SQL database, you must install Microsoft SQL Server before you can install or use CounterPoint SQL. SQL Server 2005 Express Edition Microsoft SQL Server 2005 Express Edition (SSE) is included on the CounterPoint SQL DVD. SSE offers the same level of flexibility and database integrity as Microsoft SQL Server 2005 Standard Edition and Enterprise Edition, but it has the following built-in limitations: You may experience performance issues when using SSE with more than 5 concurrent users. The maximum database size that SSE supports is 4 GB. CounterPoint SQL Express has a database limit of 2 GB. SSE also allows you to use Microsoft s graphical database management tool, SQL Server Management Studio Express (SSMSE) to manage your database(s), instead of requiring you to use SQLCMD commands. SSMSE is also included with CounterPoint. Complete instructions for installing SSE and SSMSE from the CounterPoint SQL DVD appear in the Installing CounterPoint SQL section. SQL Server 2005 Standard, Workgroup, or Enterprise Editions Microsoft SQL Server (MSSQL) Standard Edition, Workgroup Edition, and Enterprise Edition are available separately from CounterPoint SQL. These editions of MSSQL provide a number of additional capabilities that SSE does not support, including support for databases larger than 4 GB and more than 5 concurrent users. Refer to the MSSQL Standard, Workgroup, or Enterprise product documentation for complete MSSQL installation instructions Radiant Systems, Inc. All rights reserved. 7

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13 Windows Server 2008 Certification Testing of CounterPoint SQL and Radiant Point of Sale devices, along with various third-party software and hardware, with Microsoft Windows Server 2008 is ongoing. Third-party components CounterPoint SQL has been tested with Windows Server 2008 on 32-bit and 64-bit servers in LAN and WAN environments and all known software issues have been addressed. However, several third-party applications and components that CounterPoint relies upon cannot be certified at this time, due to outstanding issues that were identified during testing. The following third-party components have not been certified for use with Windows Server 2008: Component DataXtend Replication Engine (DXRE) Data Transformation Services (DTS) NiceLabel Engine Crystal Reports V10 Runtime Known Issues Windows Server 2008 cannot currently be used in Multi-Site environments. Testing of Windows Server 2008 in Multi-Site environments will begin when the DataXtend Replication Engine (DXRE) is certified for use with Windows Server 2008, which is scheduled to be announced by the end of DTS has not been fully tested, which may affect Data Interchange and export accounting interface functionality. Label misalignment/formatting issues. Charts and graphs do not print correctly on reports (64-bit only). The Crystal Reports V10 Runtime is certified for use with the 32-bit edition of Windows Server Point of Sale devices Although we have tested Point of Sale devices in 32-bit and 64-bit Windows Server 2008 LAN and WAN environments, certification of many of these devices is still pending, due to known issues with third-party hardware and drivers. The following Point of Sale devices are not currently certified for use with Windows Server 2008: Device Epson TM-T88 (RS232) with Windows driver Bixolon SRP-350 Plus with Windows driver Bixolon SRP-350 Plus with OPOS driver Printer-driven cash drawers using Windows drivers Fingerprint readers (i.e., biometric devices) Radiant MSR with OPOS driver Datamax E-4203 label printer Known Issues Transaction number barcodes do not print on receipts (WAN environments only). Transaction number barcodes do not print on receipts (WAN environments only). Access violations and/or "out of memory" errors when printing receipts (64-bit WAN environments only). Drawer does not open or opens multiple times when completing a ticket. Fingerprint swipe not recognized. Card swipe not recognized (64-bit only). Label misalignment/formatting issues. We are working with vendors and manufacturers to obtain updated software components and drivers that will support Windows Server 2008 in all environments Radiant Systems, Inc. All rights reserved. 9

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15 Installing CounterPoint SQL The following topics include detailed instructions for installing and configuring CounterPoint SQL in the following environments: Windows LAN WAN with Windows Terminal Services Each set of instructions in this section includes the steps you must follow to install CounterPoint in one of these environments. If you are installing CounterPoint in a Multi-Site environment, refer to the Multi-Site online help for installation instructions. Windows LAN The following steps outline the process of installing CounterPoint SQL in a single-site, local-area network environment: Step 1: Install Microsoft SQL Server (optional) Step 2: Install prerequisites on server Step 3: Configure remote connections Step 4: Install CounterPoint SQL Step 5: Install the current Service Pack Step 6: Share the top-level directory Step 7: Install prerequisites on workstations Step 8: Set up workstations Step 1: Install Microsoft SQL Server (optional) If you wish, you can install Microsoft SQL Server (MSSQL) 2005 Standard Edition, Workgroup Edition, or Enterprise Edition on your server. Refer to the documentation that came with your edition of MSSQL 2005 for installation instructions. If you do not install another edition of MSSQL 2005 on your server, you will be prompted to install Microsoft SQL Server 2005 Express Edition (SSE) when you install the CounterPoint SQL prerequisites on your server. If you install MSSQL 2005 on your server, choose SQL Server Authentication as your server s Authentication method. Also, make sure the SQL Server service is running on those servers before you deploy CounterPoint SQL. To start the SQL Server service, click the Windows Start button, select Programs > Microsoft SQL Server 2005 > Configuration Tools > SQL Server Configuration Manager, click SQL Server 2005 Services, right-click the SQL Server service, and then click Start. If you have an older version of MSSQL installed on your server, upgrade to MSSQL 2005 before proceeding with the remaining installation steps Radiant Systems, Inc. All rights reserved. 11

16 Installation Guide Step 2: Install prerequisites on server Before you install CounterPoint SQL, you must install the following components on your server: Microsoft.NET Framework 3.5 SP1 Microsoft SQL Server Native Client SQL Server Management Objects SQLXML4 The CounterPoint SQL Prerequisites installer will install all of these components automatically. In addition, if you have not installed a default instance of another edition of Microsoft SQL Server, the installer will prompt you to install SQL Server 2005 Express Edition (SSE). Select the type of server you are using below, either 32-bit or 64-bit, for more information about installing the CounterPoint SQL prerequisites. 32-bit server Follow these steps to install the CounterPoint SQL prerequisites on a server that is running a 32-bit operating system (i.e., Windows XP Professional, Windows Server 2003, or the 32-bit version of Windows Server 2008): 1. Log into your server as an Administrator. 2. If you intend to install SSE on your server, select Start > Settings > Control Panel, double-click Add or Remove Programs, select Microsoft SQL Server Native Client, click the Remove button, and then click Yes from the confirmation dialog. If you do not remove the version of Microsoft SQL Server Native Client that is pre-installed on your server, you will be unable to install SSE. 3. Insert the CounterPoint DVD into your DVD drive to display the CounterPoint SQL Installation menu. 4. Click CounterPoint SQL Enterprise or CounterPoint SQL Express, depending on which edition of CounterPoint you are installing. 5. Click Prerequisites to start the CounterPoint SQL Prerequisites installer Radiant Systems, Inc. All rights reserved. 12

17 Installing CounterPoint SQL 6. Select the Server option from the Server? dialog, and then click Next. If a message indicates that MSSQL 2000 or earlier is installed on your server, click OK to close the message, remove the existing version of MSSQL from your server or upgrade it to MSSQL 2005, and then start the CounterPoint SQL Prerequisites installer again. 7. Click Next from the Welcome dialog. If a default instance of MSSQL 2005 is not installed, the SQL Server 2005 dialog appears, prompting you to install SSE. Select the Install SQL Server 2005 Express check box and click Next. 8. Click Next from the Start Installation dialog to install the CounterPoint SQL prerequisites. 9. If Microsoft.NET Framework 3.5 SP1 is not installed on your server, it is installed automatically, followed by Microsoft SQL Server Native Client, as indicated by the corresponding progress bars Radiant Systems, Inc. All rights reserved. 13

18 Installation Guide 10. Once.NET Framework and SQL Server Native Client are installed, if you chose to install SSE, the SQL Server 2005 Express installer starts automatically. Follow these steps to install SSE: Click Next from the Welcome dialog to display the Components to be Installed dialog. Make sure the SQL Server 2005 Express Database Engine check box is selected. Select the SQL Server 2005 Backward Compatibility check box if you intend to use CounterPoint s Data Migration utility or one of CounterPoint s export accounting interfaces. Select the SQL Server Management Studio Express check box to install the SQL Server Management Studio Express (SSMSE) database management tool. SSMSE allows you to create, back up, restore, and maintain SQL databases using a graphical interface. We strongly recommend that you install SSMSE on your server. Click Next to proceed to the Start Installation dialog, and then click Next to install the SSE database engine and the other SSE components you selected. Follow the on-screen instructions to accept the License Agreement and complete your Registration Information for the SQL Server 2005 Backward Compatibility components and SQL Server Management Studio Express. When the SSE database engine and other components you selected are installed, the Installation Complete dialog appears. Click Finish to close the SQL Server 2005 Express installer. 11. Next, SQL Server Management Objects is installed automatically, followed by SQLXML4, if it is not installed, as indicated by the corresponding progress bars. 12. When all of the CounterPoint SQL prerequisites are installed, the Installation Complete dialog appears. Click Finish to close the installer. 13. If you are prompted to restart your computer, click OK to complete the installation of the CounterPoint SQL prerequisites. A.log file for each installed SSE component is generated in the \Program Files\Microsoft SQL Server\90\Setup Bootstrap\LOG\Files subdirectory of your local drive. If you encounter any difficulties during the installation of SSE, review these log files in Notepad or another text editor. 64-bit server 2009 Radiant Systems, Inc. All rights reserved. 14

19 Installing CounterPoint SQL Follow these steps to install the CounterPoint SQL prerequisites on a server that is running the 64-bit version of Windows Server 2008: 1. Log in to your server as an Administrator. 2. Download the CounterPoint SQL 64-bit Prerequisites from the CounterPoint SQL Downloads area of the CounterPoint Web site ( to your server's local hard drive. 3. From your server, browse to this directory and double-click CPSQLPrereqs64.exe to start the installer. 4. Click Next from the Welcome dialog. If a default instance of MSSQL 2005 is not installed, the SQL Server 2005 dialog appears, prompting you to install SSE. Do not select the Install SQL Server 2005 Express check box at this time. When the other prerequisites have been installed, you must run the CounterPoint SQL 64-bit Prerequisites installer again to install SSE. 5. Click Next from the Start Installation dialog to install the CounterPoint SQL prerequisites. 6. The Local install file not found dialog appears, informing you that you do not have a local copy of the.net 3.5 SP1 installer. If you have an active Internet connection, click OK to run the installer over the Web. If you do not have an active Internet connection, click Cancel, copy the dotnetfx35.exe file from the \CPSQLPrereqs directory on the CounterPoint SQL DVD to the directory to which you copied the CounterPoint SQL 64-bit Prerequisites, and then double-click CPSQLPrereqs64.exe to start the installer again. 7. Microsoft.NET Framework 3.5 SP1 is installed automatically, as indicated by the corresponding progress bars. 8. Next, SQL Server Management Objects is installed automatically, followed by SQLXML4, if it is not installed, as indicated by the corresponding progress bars. 9. When all of the CounterPoint SQL prerequisites are installed, the Installation Complete dialog appears. Click Finish to close the installer. 10. When you are prompted to restart your computer, click OK Radiant Systems, Inc. All rights reserved. 15

20 Installation Guide 11. If you need to install SSE, browse to the directory to which you downloaded the CounterPoint SQL 64- bit Prerequisites, follow these additional steps: Browse to the directory to which you downloaded the CounterPoint SQL 64-bit Prerequisites and doubleclick CPSQLPrereqs64.exe to start the installer again. Click Next from the Welcome dialog. From the SQL Server 2005 dialog, select the Install SQL Server 2005 Express check box, and then click OK. Click Next from the Start Installation dialog. When the SQL Server 2005 Express installer starts, select the I accept the licensing terms and conditions check box from the End User License Agreement dialog, and then click Next. Click Install from the Installing Prerequisites dialog to install Microsoft SQL Native Client and other required files. When these components are installed, click Next. Click Next from the Welcome dialog to perform the System Configuration Check, and then click Next. On the Registration Information dialog, enter your Name and the name of your Company, clear the Hide Advanced configuration options check box, and then click Next. On the Feature Selection dialog, click the Connectivity Components option and select Will be installed on local hard drive from the pop-up menu. Click the Management Studio Express option and select Will be installed on local hard drive from the pop-up menu to install the SQL Server Management Studio Express (SSMSE) database management tool. SSMSE allows you to create, back up, restore, and maintain SQL databases using a graphical interface. We strongly recommend that you install SSMSE on your server. On the Instance Name dialog, select the Default instance option, and then click Next. On the Service Account dialog, click Next to accept the default settings. On the Authentication Mode dialog, select the Mixed Mode option, specify the password you want to use for the sa user (e.g., CounterPoint8) in the Enter password and Confirm password fields, and then click Next. On the Collation Settings dialog, click Next to accept the default settings. On the Configuration Options dialog, click Next to accept the default settings. On the Error and Usage Report Settings dialog, click Next to accept the default settings. Click Install on the Ready to Install dialog to install the SSE database engine and the other SSE components you selected. When the SSE database engine and other components you selected are installed, the Installation Complete dialog appears. Click Finish to close the SQL Server 2005 Express installer. A.log file for each installed SSE component is generated in the \Program Files\Microsoft SQL Server\90\Setup Bootstrap\LOG\Files subdirectory of your local drive. If you encounter any difficulties during the installation of SSE, review these log files in Notepad or another text editor Radiant Systems, Inc. All rights reserved. 16

21 Installing CounterPoint SQL Step 3: Configure remote connections Follow these steps to configure your server to allow remote connections using both TCP/IP and named pipes: 1. On your server, click the Start button and select Programs > Microsoft SQL Server 2005 > Configuration Tools > SQL Server Surface Area Configuration to start the SQL Server 2005 Surface Area Configuration utility. 2. Click the Surface Area Configuration for Services and Connections link to display the Surface Area Configuration for Services and Connections window. 3. Expand the MSSQLSERVER > Database Engine component branch, and then click Remote Connections. 4. Select the Local and remote connections option, and then select the Using both TCP/IP and named pipes option. 5. Click OK to save your changes and close the Surface Area Configuration for Services and Connections window. 6. Close the SQL Server 2005 Surface Area Configuration utility. Step 4: Install CounterPoint SQL Follow these steps to install CounterPoint SQL on your server: 1. Log in to your CounterPoint server as an Administrator. 2. Start the SQL Server service, if it is not running already. To start the SQL Server service, click the Windows Start button, select Programs / Microsoft SQL Server 2005 / Configuration Tools / SQL Server Configuration Manager, select SQL Server 2005 Services, right-click the SQL Server service, and then select Start. The SQL Server service must be running if you want to install Demo Data or Starter Data. 3. Insert the CounterPoint SQL DVD into your DVD drive to display the CounterPoint SQL Installation menu Radiant Systems, Inc. All rights reserved. 17

22 Installation Guide 4. Click CounterPoint SQL Express or CounterPoint SQL Enterprise, depending on which edition of CounterPoint you are installing. 5. Click CounterPoint SQL to start the installation process. If Microsoft Data Access Components (MDAC) 2.8 is not already installed on your server, you are prompted to install it and restart your server. When your server has restarted, the CounterPoint SQL Server Setup installer restarts automatically. 6. From the Welcome dialog, click Next. 7. Read the Software License Agreement, select the Agree option, and then click Next. 8. From the Select Components dialog, select the components you want to install. You must install the CounterPoint Server Files, so leave that check box selected. Select the check boxes for the databases you want to install. If you are installing CounterPoint SQL Enterprise, you can install the following databases: Demo Data is a sample database that demonstrates CounterPoint SQL s capabilities. Starter Data is a complete set of pre-defined CounterPoint data that is designed to minimize your configuration time. Dashboard Demo Data allows you to use the Sales History > Dashboard (Demo) function to review a functional Dashboard. If you are installing CounterPoint SQL Express, you can install the following databases: CPExpress Data is the database that stores your actual company records. CPPractice Data is a copy of your company database that you can use to practice working with CounterPoint Radiant Systems, Inc. All rights reserved. 18

23 Installing CounterPoint SQL 9. Click Next to display the Select Top-Level Directory dialog, which allows you to specify the Top-Level Directory. The top-level directory holds the CounterPoint SQL server files, including reports, forms, company information, data dictionaries, and system resource files. This directory must be accessible to all users. We recommend you accept the default top-level directory (i.e., C:\CounterPoint). 10. Click Next to proceed. If you are installing CounterPoint SQL Enterprise and you chose to install Demo Data, the Demo Data Database Name dialog appears. Enter the Database Name and Company Name for the Demo Data database. We recommend that you accept the default names, but you can use whatever names you prefer. Use only letters and numbers in the Database Name. Do not use spaces, periods or other punctuation marks, or special characters. In addition, the first character in the Database Name cannot be a number Radiant Systems, Inc. All rights reserved. 19

24 Installation Guide 11. Click Next to proceed. If you are installing CounterPoint SQL Enterprise and you chose to install Starter Data, the New Company Database Name dialog appears. Enter a unique Database Name to assign to the new company and a friendly Company Name that will refer to the company within CounterPoint. For example, if your company is Camptown Golf Pro Shop, Inc., you might use Camptown as your Database Name and Camptown Golf Pro Shop as your Company Name. Use only letters and numbers in the Database Name. Do not use spaces, periods or other punctuation marks, or special characters. In addition, the first character in the Database Name cannot be a number. When you finish installing CounterPoint, refer to Modifying Starter Data for instructions on tailoring the Starter Data database for your company. 12. Click Next, specify the program group to which you want to add the Radiant Management Console and Radiant Log Viewer from the Select Start Menu Program Group dialog. and then click Next Radiant Systems, Inc. All rights reserved. 20

25 Installing CounterPoint SQL 13. If you chose to install one or more databases, the SQL Server dialog appears, allowing you to specify whether SQL Server is installed on the same server as CounterPoint. If SQL Server is installed on the server on which you are installing CounterPoint, select This computer and click Next. If you have multiple instances of SQL Server installed, you are prompted to select the SQL Server instance you want to use for your CounterPoint SQL database(s). If you installed SQL Server on a different server from the one on which you are installing CounterPoint, select Other computer, click Next, and then enter the name of your SQL server in the Remote SQL Server field on the Remote SQL Server Settings dialog. If you have multiple instances of SQL Server installed, append the name of the instance you want to use for your CounterPoint SQL database(s), preceded by a slash (e.g., \Instance), to the name of your remote SQL server Radiant Systems, Inc. All rights reserved. 21

26 Installation Guide 14. On the SQL User Information dialog (or the Remote SQL Server Settings dialog, if SQL Server is on a different server), select the Windows Authentication check box if your server is configured to use Windows authentication. If your server does not use Windows authentication, enter your SQL User ID (i.e., sa) and SQL Password. If you installed SSE from the CounterPoint SQL DVD, the default password is CounterPoint8 (casesensitive). You can use SQL Server Management Studio Express (SSMSE) to change the default SSE SQL Password. 15. Click Next to display the SQL Server Settings dialog, which indicates the Version and Service Pack Level of SQL Server on your server, along with the default directory for your SQL Server data files. To change the location of your SQL Server data files, enter a different path in the Data Directory field or click the Browse button to locate the appropriate directory Radiant Systems, Inc. All rights reserved. 22

27 Installing CounterPoint SQL 16. Click Next to begin installing the CounterPoint server files and data files. Follow the on-screen prompts and instructions to complete the installation. 17. When the server files are installed, you are prompted to run the CounterPoint SQL Workstation Setup installer. If you do not intend to run CounterPoint SQL or any of the CounterPoint SQL database utilities on your server, clear the Run workstation setup check box, click Finish, and then proceed to Step 5: Install the current Service Pack. If you intend to run CounterPoint or the CounterPoint database utilities on your server, select the Run workstation setup check box and click Finish to start the CounterPoint SQL Workstation Setup installer. 18. When the installer starts, click Next to display the Select Components dialog, and then select the components to install from the Select Components dialog: Program Files include the CounterPoint application and documentation. You must install the program files to run CounterPoint. Utilities include a number of database- and system-related tools, including the SQL Script Utility, the Table Editor, the System Configuration utility, and so forth. These utilities allow unrestricted access to the CounterPoint database. You should install the utilities on your server, but you may not want to install them on a workstation, unless it will be used only by a system administrator. Dashboard installs the necessary components for the Dashboard, including Windows Installer 3.1 and.net Framework 3.0, if they are not already installed. 19. Click Next, and then specify the Destination Directory for the CounterPoint SQL programs. We recommend that you accept the default directory (i.e., C:\Program Files\CounterPoint). 20. Click Next, and then specify the location for the Start Menu Program shortcuts. We recommend that you accept the default program group (i.e., Start / Program / CounterPoint SQL). 21. Follow the on-screen instructions to complete the installation Radiant Systems, Inc. All rights reserved. 23

28 Installation Guide Step 5: Install the current Service Pack Download and run the current Service Pack (cpsqlsp.exe) for your version of CounterPoint SQL to install the latest updates and enhancements. You can download Service Packs from the Support area of our Web site at You must be a registered CSS subscriber to access the Support area of the CounterPoint Web site. If you are installing a single-user CounterPoint SQL system, proceed to Creating a new company for information about setting up your new company. If you are installing a multi-user CounterPoint SQL system with multiple workstations, continue with the remaining steps. Step 6: Share the top-level directory To allow other workstations to access the CounterPoint server files, you must share the top-level CounterPoint directory on your server Follow these steps to share your top-level CounterPoint directory: 1. Log in to your server as an Administrator. 2. Browse to the top-level CounterPoint directory on your server (e.g., C:\CounterPoint), right-click the folder, and then select Sharing and Security. 3. Select the Sharing tab, select the Share this folder option, and then enter a Share name (e.g., CounterPoint) for the top-level directory. 4. Select the appropriate User limit (e.g., Maximum allowed), and then click Permissions. 5. Under Group or user name, select Everyone, and then select Full Control from the Allow column. 6. Click OK, and then click Apply Radiant Systems, Inc. All rights reserved. 24

29 Installing CounterPoint SQL Step 7: Install prerequisites on workstations Skip this step if you are using Radiant POS terminals for your workstations. Follow these steps to install the CounterPoint SQL prerequisites on your workstations: If you have purchased the Offline V2 Option, follow these steps for workstations that you do not intend to use in offline mode only. Refer to the Offline V2 topics in the CounterPoint SQL Online Help for more information about installing CounterPoint SQL prerequisites on your offline workstations. 1. Copy the \CPSQLPrereqs directory from the CounterPoint SQL DVD to the \WorkstationFiles subdirectory of the top-level directory on your server (e.g., C:\CounterPoint\WorkstationFiles). 2. From a workstation, browse to this directory on your server and double-click CPSQLPrereqs.exe to start the CounterPoint SQL Prerequisites installer. 3. Select the Workstation option from the Server? dialog, and then click Next. 4. Click Next from the Welcome dialog. 5. Click Next from the Start Installation dialog to install the CounterPoint SQL prerequisites. If Microsoft.NET Framework 3.5 SP1 is not installed on your workstation, it is installed automatically. Next, SQL Server Management Objects is installed automatically, followed by SQLXML4, if it is not installed, as indicated by the corresponding progress bars. 6. When all of the CounterPoint SQL prerequisites are installed, the Installation Complete dialog appears. Click Finish to close the installer. 7. If you are prompted to restart your computer, click OK to complete the installation of the CounterPoint SQL prerequisites. Repeat steps 2 through 7 for each of your workstations Radiant Systems, Inc. All rights reserved. 25

30 Installation Guide Step 8: Set up workstations After you share the top-level directory on your server, follow these steps to set up each workstation that will run CounterPoint SQL: If you have purchased the Offline V2 Option, follow these steps for workstations that you do not intend to use in offline mode only. Refer to the Offline V2 topics in the CounterPoint SQL Online Help for more information about setting up your offline workstations. 1. Log in to the workstation as an Administrator. The default Administrator User name and Password for Radiant POS terminals are administrator and gorads. 2. Browse to the top-level CounterPoint directory on your server (e.g., C:\CounterPoint) and doubleclick WorkstationSetup.exe to start the CounterPoint SQL Workstation Setup installer. If MDAC 2.8 is not installed on the workstation, you will be prompted to install it and restart the workstation. 1. Click Next from the Welcome dialog. 2. From the Select Components dialog, make sure the Program Files check box is selected, select the Utilities check box if you want to install the CounterPoint utilities, and select the Dashboard check box to allow users to access the Dashboard. 3. Click Next, and then specify the Destination Directory for CounterPoint SQL. We recommend you accept the default directory (i.e., C:\Program Files\CounterPoint). 4. Click Next, and then specify the location for the Start Menu Program shortcuts. We recommend you accept the default program group (i.e., Start / Program / CounterPoint SQL). 5. Click Next, and then follow the on-screen instructions to complete the installation process. 6. When the workstation files and other components are installed, the Installation complete dialog appears. If you would like to create a CounterPoint shortcut on the workstation s desktop, select the Create shortcut on desktop check box. 7. Click Finish to complete the installation. Repeat these steps at each workstation. If you installed CounterPoint SQL Enterprise, refer to Creating a new company for information about setting up your company. If you installed CounterPoint SQL Express, your company was created during installation and you can now begin using CounterPoint. Refer to the CounterPoint SQL Online Help for more information about setting up and using your system Radiant Systems, Inc. All rights reserved. 26

31 Installing CounterPoint SQL Windows Terminal Services WAN Terminal Services is a component of Microsoft Windows that allows remote users to access applications and data stored on a central computer or terminal server over a wide-area network connection. With Terminal Services, you can set up a single terminal server as a CounterPoint SQL workstation, and then enable each workstation to connect to the terminal server and run CounterPoint, regardless of its location. CounterPoint SQL Enterprise is compatible with Terminal Services running on Microsoft Windows Server 2008 or 2003, Standard or Enterprise Edition. CounterPoint SQL is not compatible with Terminal Services running on Windows Small Business Server In a Terminal Services environment, you must first install Microsoft SQL Server and CounterPoint SQL on your CounterPoint server, and then configure your terminal server as a CounterPoint workstation. Finally, you must set up a Remote Desktop Connection and redirect the ports on each of your workstations to the terminal server. Each terminal server can support between 20 and 25 simultaneous Terminal Services sessions. Therefore, we recommend that you set up one terminal server for every 20 to 25 CounterPoint users. The following steps outline the process of installing CounterPoint SQL in a Terminal Services WAN environment: Step 1: Install Microsoft SQL Server (optional) Step 2: Install prerequisites on server Step 3: Configure remote connections Step 4: Install CounterPoint SQL Step 5: Install the current Service Pack Step 6: Share the top-level directory Step 7: Install prerequisites on terminal server Step 8: Install workstation files on terminal server Step 9: Install OPOS drivers on terminal server Step 10: Configure Remote Desktop Connection Step 11: Enable port redirection on workstations You must have Administrator rights to your server and each of your workstations to install CounterPoint SQL. Step 1: Install Microsoft SQL Server (optional) If you wish, you can install Microsoft SQL Server (MSSQL) 2005 Standard Edition, Workgroup Edition, or Enterprise Edition on your server. Refer to the documentation that came with your edition of MSSQL 2005 for installation instructions. If you do not install another edition of MSSQL 2005 on your server, you will be prompted to install Microsoft SQL Server 2005 Express Edition (SSE) when you install the CounterPoint SQL prerequisites on your server. If you install MSSQL 2005 on your server, choose SQL Server Authentication as your server s Authentication method. Also, make sure the SQL Server service is running on those servers before you deploy CounterPoint SQL. To start the SQL Server service, click the Windows Start button, select Programs > Microsoft SQL Server 2005 > Configuration Tools > SQL Server Configuration Manager, click SQL Server 2005 Services, right-click the SQL Server service, and then click Start. If you have an older version of MSSQL installed on your server, upgrade to MSSQL 2005 before proceeding with the remaining installation steps Radiant Systems, Inc. All rights reserved. 27

32 Installation Guide Step 2: Install prerequisites on server Before you install CounterPoint SQL, you must install the following components on your server: Microsoft.NET Framework 3.5 SP1 Microsoft SQL Server Native Client SQL Server Management Objects SQLXML4 The CounterPoint SQL Prerequisites installer will install all of these components automatically. In addition, if you have not installed a default instance of another edition of Microsoft SQL Server, the installer will prompt you to install SQL Server 2005 Express Edition (SSE). Select the type of server you are using below, either 32-bit or 64-bit, for more information about installing the CounterPoint SQL prerequisites. 32-bit server Follow these steps to install the CounterPoint SQL prerequisites on a server that is running a 32-bit operating system (i.e., Windows Server 2003 or the 32-bit version of Windows Server 2008): 1. Log into your server as an Administrator. 2. If you intend to install SSE on your server, select Start > Settings > Control Panel, double-click Add or Remove Programs, select Microsoft SQL Server Native Client, click the Remove button, and then click Yes from the confirmation dialog. If you do not remove the version of Microsoft SQL Server Native Client that is pre-installed on your server, you will be unable to install SSE. 3. Insert the CounterPoint DVD into your DVD drive to display the CounterPoint SQL Installation menu. 4. Click CounterPoint SQL Enterprise. CounterPoint SQL Express is not compatible with Windows Terminal Services. 5. Click Prerequisites to start the CounterPoint SQL Prerequisites installer Radiant Systems, Inc. All rights reserved. 28

33 Installing CounterPoint SQL 6. Select the Server option from the Server? dialog, and then click Next. If a message indicates that MSSQL 2000 or earlier is installed on your server, click OK to close the message, remove the existing version of MSSQL from your server or upgrade it to MSSQL 2005, and then start the CounterPoint SQL Prerequisites installer again. 7. Click Next from the Welcome dialog. If a default instance of MSSQL 2005 is not installed, the SQL Server 2005 dialog appears, prompting you to install SSE. Select the Install SQL Server 2005 Express check box and click Next. 8. Click Next from the Start Installation dialog to install the CounterPoint SQL prerequisites. 9. If Microsoft.NET Framework 3.5 SP1 is not installed on your server, it is installed automatically, followed by Microsoft SQL Server Native Client, as indicated by the corresponding progress bars Radiant Systems, Inc. All rights reserved. 29

34 Installation Guide 10. Once.NET Framework and SQL Server Native Client are installed, if you chose to install SSE, the SQL Server 2005 Express installer starts automatically. Follow these steps to install SSE: Click Next from the Welcome dialog to display the Components to be Installed dialog. Make sure the SQL Server 2005 Express Database Engine check box is selected. Select the SQL Server 2005 Backward Compatibility check box if you intend to use CounterPoint s Data Migration utility or one of CounterPoint s export accounting interfaces. Select the SQL Server Management Studio Express check box to install the SQL Server Management Studio Express (SSMSE) database management tool. SSMSE allows you to create, back up, restore, and maintain SQL databases using a graphical interface. We strongly recommend that you install SSMSE on your server. Click Next to proceed to the Start Installation dialog, and then click Next to install the SSE database engine and the other SSE components you selected. Follow the on-screen instructions to accept the License Agreement and complete your Registration Information for the SQL Server 2005 Backward Compatibility components and SQL Server Management Studio Express. When the SSE database engine and other components you selected are installed, the Installation Complete dialog appears. Click Finish to close the SQL Server 2005 Express installer. 11. Next, SQL Server Management Objects is installed automatically, followed by SQLXML4, if it is not installed, as indicated by the corresponding progress bars. 12. When all of the CounterPoint SQL prerequisites are installed, the Installation Complete dialog appears. Click Finish to close the installer. 13. If you are prompted to restart your computer, click OK to complete the installation of the CounterPoint SQL prerequisites. A.log file for each installed SSE component is generated in the \Program Files\Microsoft SQL Server\90\Setup Bootstrap\LOG\Files subdirectory of your local drive. If you encounter any difficulties during the installation of SSE, review these log files in Notepad or another text editor. 64-bit server 2009 Radiant Systems, Inc. All rights reserved. 30

35 Installing CounterPoint SQL Follow these steps to install the CounterPoint SQL prerequisites on a server that is running the 64-bit version of Windows Server 2008: 1. Log in to your server as an Administrator. 2. Download the CounterPoint SQL 64-bit Prerequisites from the CounterPoint SQL Downloads area of the CounterPoint Web site ( to your server's local hard drive. 3. From your server, browse to this directory and double-click CPSQLPrereqs64.exe to start the installer. 4. Click Next from the Welcome dialog. If a default instance of MSSQL 2005 is not installed, the SQL Server 2005 dialog appears, prompting you to install SSE. Do not select the Install SQL Server 2005 Express check box at this time. When the other prerequisites have been installed, you must run the CounterPoint SQL 64-bit Prerequisites installer again to install SSE. 5. Click Next from the Start Installation dialog to install the CounterPoint SQL prerequisites. 6. The Local install file not found dialog appears, informing you that you do not have a local copy of the.net 3.5 SP1 installer. If you have an active Internet connection, click OK to run the installer over the Web. If you do not have an active Internet connection, click Cancel, copy the dotnetfx35.exe file from the \CPSQLPrereqs directory on the CounterPoint SQL DVD to the directory to which you copied the CounterPoint SQL 64-bit Prerequisites, and then double-click CPSQLPrereqs64.exe to start the installer again. 7. Microsoft.NET Framework 3.5 SP1 is installed automatically, as indicated by the corresponding progress bars. 8. Next, SQL Server Management Objects is installed automatically, followed by SQLXML4, if it is not installed, as indicated by the corresponding progress bars. 9. When all of the CounterPoint SQL prerequisites are installed, the Installation Complete dialog appears. Click Finish to close the installer. 10. When you are prompted to restart your computer, click OK Radiant Systems, Inc. All rights reserved. 31

36 Installation Guide 11. If you need to install SSE, browse to the directory to which you downloaded the CounterPoint SQL 64- bit Prerequisites, follow these additional steps: Browse to the directory to which you downloaded the CounterPoint SQL 64-bit Prerequisites and doubleclick CPSQLPrereqs64.exe to start the installer again. Click Next from the Welcome dialog. From the SQL Server 2005 dialog, select the Install SQL Server 2005 Express check box, and then click OK. Click Next from the Start Installation dialog. When the SQL Server 2005 Express installer starts, select the I accept the licensing terms and conditions check box from the End User License Agreement dialog, and then click Next. Click Install from the Installing Prerequisites dialog to install Microsoft SQL Native Client and other required files. When these components are installed, click Next. Click Next from the Welcome dialog to perform the System Configuration Check, and then click Next. On the Registration Information dialog, enter your Name and the name of your Company, clear the Hide Advanced configuration options check box, and then click Next. On the Feature Selection dialog, click the Connectivity Components option and select Will be installed on local hard drive from the pop-up menu. Click the Management Studio Express option and select Will be installed on local hard drive from the pop-up menu to install the SQL Server Management Studio Express (SSMSE) database management tool. SSMSE allows you to create, back up, restore, and maintain SQL databases using a graphical interface. We strongly recommend that you install SSMSE on your server. On the Instance Name dialog, select the Default instance option, and then click Next. On the Service Account dialog, click Next to accept the default settings. On the Authentication Mode dialog, select the Mixed Mode option, specify the password you want to use for the sa user (e.g., CounterPoint8) in the Enter password and Confirm password fields, and then click Next. On the Collation Settings dialog, click Next to accept the default settings. On the Configuration Options dialog, click Next to accept the default settings. On the Error and Usage Report Settings dialog, click Next to accept the default settings. Click Install on the Ready to Install dialog to install the SSE database engine and the other SSE components you selected. When the SSE database engine and other components you selected are installed, the Installation Complete dialog appears. Click Finish to close the SQL Server 2005 Express installer. A.log file for each installed SSE component is generated in the \Program Files\Microsoft SQL Server\90\Setup Bootstrap\LOG\Files subdirectory of your local drive. If you encounter any difficulties during the installation of SSE, review these log files in Notepad or another text editor Radiant Systems, Inc. All rights reserved. 32