Table of Contents Radiant Systems, Inc. All rights reserved. iii

Transcription

1 Update Guide

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3 Table of Contents Introduction... 7 Software updates... 8 Updating V Updating a Multi-Site environment... 9 Updating an Offline V2 environment... 9 Pre-installation steps... 9 Step 1: Sp Rad Sync service (V8.3.7 only) Step 2: Test database constraints (V8.3.7 only) Step 3: Post tickets Step 4: Settle credit cards Step 5: Publish CPOnline orders (optional) Step 6: Review cusm modifications Point of Sale data model changes (V8.3.7 only) Step 7: Back up your data Step 8: Back up your company files Step 9: Sp CPDialup service Installation steps Step 1: Upgrade MSSQL 2005 (optional) Step 2: Install prerequisites on server Step 3: Install prerequisites on workstations Step 4: Update CounterPoint SQL Step 5: Allow all users update workstations (optional) Step 6: Install the current Service Pack Step 7: Update each live company database Step 8: Update registration file Post-installation steps Step 1: Update pre-defined data Step 2: Update menu codes Removed menu items Renamed menu items New menu items Step 3: Update CounterPoint Version in CPOnline Step 4: Restart CPDialup service Step 5: Update MSR device files (V8.3.7 only) Radiant Systems, Inc. All rights reserved. iii

4 Update Guide Step 6: Schedule hisry conversion Step 7: Provision the server database (Offline V2 only) Step 8: Update Offline V2 workstations (Offline V2 only) Step 9: Rebuild offline databases (Offline V2 only) Step 10: Enable "smart mouse" setting on workstations Updating cusmizations Database schema changes BOGO/twofer pricing Pricing sred procedure changes Cusm price rules Cusm loyalty point earning rules Cusm triggers Hold and Recall price modifications Price justification data Cusm and cusmized reports OPOS Point of Sale forms Point of Sale data model changes (V8.3.7 only) Update Pre-defined Data Delta-tracked tables Cusm sred procedures Prompt for cusm payment fields Validated returns Ticket Entry cusmizations (V8.3.7 only) Sred procedures Database triggers Absent child records Ticket posting cusmizations (V8.3.7 only) Crystal receipts and Point of Sale forms (V8.3.7 only) Fixing cusm Crystal reports and receipts (V8.3.7 only) Cusm Point of Sale maintenance forms (V8.3.7 only) Cusm indexes for Point of Sale tables (V8.3.7 only) Data Dictionary considerations (V8.3.7 only) Drawer sessions and events (V8.3.7 only) Improved performance for posting receivings (V8.3.7 only) Modified commission calculation sred procedure (V8.3.7 only) Modified finance charge calculation sred procedures (V8.3.7 only) Radiant Systems, Inc. All rights reserved. iv

5 Table of Contents Modified pricing sred procedures (V8.3.7 only) Quick assembly transactions (V8.3.7 only) Suppressing the authorization codes dialog (V8.3.7 only) Suppressing the ticket completion confirmation (V8.3.7 only) Database Comparison Tables New Tables Modified Tables Dropped Tables Views New Views Modified Views Sred Procedures New Sred Procedures Modified Sred Procedures Dropped Sred Procedures Functions V8.3.8 Point of Sale data model changes Table changes Additional views Primary key changes Data type changes Maintenance columns dropped Reserved tables for cusm columns V8.3.8 Point of Sale table structure Header tables Line tables Payment tables Ticket Hisry tables Radiant Systems, Inc. All rights reserved. v

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7 Introduction You ve invested a significant amount of time, money, and hard work in your computer systems and in CounterPoint. The CounterPoint Subscription Service (CSS) is the best way protect that investment and get the most out of CounterPoint. CSS ensures that you can take advantage of the latest features and enhancements in each new version of CounterPoint as soon as it is released. The CounterPoint SQL Update Guide includes detailed instructions for updating your system from V8.3.7 or V8.3.8 V The CounterPoint SQL Update Guide is intended for existing CounterPoint systems. If you are installing a new CounterPoint system, refer the CounterPoint SQL Installation Guide Radiant Systems, Inc. All rights reserved. 7

8 Update Guide Software updates As a registered CSS subscriber, you have the option of receiving each new version of CounterPoint SQL on DVD or downloading it from the CounterPoint Web site. When you receive or download a new version, however, it does not necessarily include the latest corrections and updates. To obtain the most up--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 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 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 install all Service Packs, regardless of whether the Service Pack Log includes anything that seems be of interest you. You can receive aumatic notifications regarding new Service Packs by subscribing our Service Pack list. To subscribe 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 Radiant Systems, Inc. All rights reserved. 8

9 Updating V8.3.9 You can update your existing CounterPoint SQL system V8.3.9 from V8.3.7 or V If you are currently running CounterPoint SQL V8.3.6 or earlier, you must first update your system V8.3.7 by following the instructions outlined in the CounterPoint SQL V8.3.7 Update Guide. Updating a Multi-Site environment If you are using CounterPoint SQL in a Multi-Site environment, follow the steps outlined in the Multi-Site Online Help update CounterPoint SQL V Updating an Offline V2 environment Previously, when you updated an Offline V2 environment a new version of CounterPoint, you were required suspend all CounterPoint operations until your server and all of your offline workstations were updated. As of this Service Pack, if you are updating from V8.3.8, users will be able continue working in offline mode on registered Offline V2 workstations while you update your server database, reducing downtime during the update process. Any tickets entered in offline mode will be converted the new data format when you update your offline workstations. If you are updating from V8.3.7, you cannot work in offline mode while the server database is being updated, as tickets entered in offline mode in a V8.3.7 database will not be converted properly the new V8.3.9 data format. Pre-installation steps Before you install CounterPoint SQL V8.3.8, complete the following steps: Step 1: Sp Rad Sync service (V8.3.7 only) Step 2: Test database constraints (V8.3.7 only) Step 3: Post tickets Step 4: Settle credit cards Step 5: Publish CPOnline orders Step 6: Review cusm modifications Step 7: Back up your data Step 8: Back up your company files Step 9: Sp CPDialup service 2009 Radiant Systems, Inc. All rights reserved. 9

10 Update Guide Step 1: Sp Rad Sync service (V8.3.7 only) Skip this step if you are updating from V If you are updating from V8.3.7 and using Offline V2, you cannot work in offline mode while the server database is being updated, as tickets entered in offline mode in a V8.3.7 database will not be converted properly the new V8.3.9 data format. Before you update V8.3.9, you must verify that each of your offline workstations is fully synchronized with your server, and then sp the Rad Sync service on your server and all offline workstations. Follow these steps verify the data status of your offline workstations and sp the Rad Sync service: 1. On each offline workstation, right-click the CounterPoint Services status icon and select Status display the CounterPoint Services Status window. 2. Verify that the Data Status for the workstation is Synched. If it is not, click the Sync Now butn immediately extract all tickets and other offline data from the offline workstation for upload the server, and then download and apply any updated configuration data from the server. Repeat steps 1 and 2 for each of your offline workstations. 3. When all of your workstations are Synched, access the Control Panel on each offline workstation, double-click Administrative Tools, double-click Services, right-click the Rad Sync service, and then select Sp. Repeat this step for each offline workstation. 4. Access the Control Panel on your server, double-click Administrative Tools, double-click Services, right-click the Rad Sync service, and then select Sp Radiant Systems, Inc. All rights reserved. 10

11 Updating V8.3.9 Step 2: Test database constraints (V8.3.7 only) Skip this step if you are updating from V CounterPoint SQL V8.3.8 included a number of new database constraints that were introduced in conjunction with the changes the Point of Sale data model that were made in that version. If you are updating from V8.3.7, before you update V8.3.9, you must ensure that your data is compliant with these database constraints. The CounterPoint SQL DVD includes a script that will test your database for violations of these constraints and alert you the presence of records that are non-compliant. If the test script encounters database constraint violations, you MUST correct the non-compliant records before you proceed with the update process. Depending on the size of your database(s), the test script can take considerable time complete. We recommend that you do not run these scripts during normal operating hours or while other SQL applications are running. Although the test script will not actually update your database(s), it will take significantly less time execute if your SQL Server is idle. Follow these steps test your database for constraint violations before you update V8.3.9: 1. Copy the TestUpdateFrom8.3.7.sql file from the \SQLScripts direcry on the CounterPoint SQL DVD the \Scripts subdirecry of your p-level CounterPoint SQL direcry (e.g., C:\CounterPoint\Scripts). 2. From a workstation on which the CounterPoint SQL Database Utilities are installed, select Start > Programs > CounterPoint SQL > SQL Script Utility start the SQL Script Utility. 3. Select the appropriate company database from the Alias-Company list. 4. Select Open from the File menu, open the TestUpdateFrom8.3.7.sql script, and then select Execute from the Script menu. 5. Click OK from the Confirmation dialog run the TestUpdateFrom8.3.7.sql script. Depending on the size of your database, this script may take considerable time execute Radiant Systems, Inc. All rights reserved. 11

12 Update Guide 6. When the script is finished, search the Results tab or the TestUpdateFrom8.3.7.txt file in the \Scripts subdirecry of your p-level direcry for any database constraint violations in your database. Each violation is identified by the!!! Warning: message. To find database constraint violations quickly, select Find from the Edit menu (or press CTRL+F) and enter!!! in the Find what field search for any warning messages. If no warnings are listed, your database is compliant with all database constraints and you can continue with the update process. If you encounter any warnings, back up your database, and then correct each violation that the TestUpdateFrom8.3.7.sql script has identified. Do NOT attempt correct non-compliant records without backing up your database. Having a current backup on hand ensures that you will be able resre your database its previous state if you encounter any problems while correcting database constraint violations. The exact steps you must take correct each violation depend on the nature of the constraint. Typically, however, you will need insert data in columns with values that are currently invalid. For example, a column contains invalid data if it has a NULL value where one is not allowed, or if its value is not one of the column s acceptable mapping values. You can use System > Utilities > Column Description Report generate a report that describes each column s valid mapping values. 7. When you finish correcting the constraint violations in your database, run the TestUpdateFrom8.3.7.sql script again verify that the database is now compliant with all database constraints. If the script still returns warning messages, correct any remaining violations. Repeat this step until the TestUpdateFrom8.3.7.sql script does not return ANY warning messages. You may need perform this step several times ensure that your database is compliant. DO NOT continue with the update process until you have corrected all database constraint violations. Step 3: Post tickets Post all unposted tickets by using Point of Sale > Tickets > Post Radiant Systems, Inc. All rights reserved. 12

13 Updating V8.3.9 Step 4: Settle credit cards If you have unsettled credit card transactions on file, generate the PRE-SETTLEMENT LIST (Point of Sale > Credit Cards > Pre-Settlement List) for all sres and all drawers, and then use Point of Sale > Credit Cards > Settle settle all credit card transactions and generate the SETTLEMENT JOURNAL. Step 5: Publish CPOnline orders (optional) Skip this step if you are not using CPOnline. If you are using CPOnline and you have defined a publishing code that publishes order status information, use Ecommerce > Publish publish updated orders your CPOnline sre. Step 6: Review cusm modifications Before you update your system, carefully review any cusm modifications that you have made. We strongly recommend that you maintain clear, plain-language records of your cusm modifications, including any applicable screen shots, reports, SQL queries, descriptions of schema changes, and so forth. These records will assist you in recreating or revising your cusm modifications after any update, if necessary. Refer Updating cusmizations for detailed information about integrating your cusm modifications in V Point of Sale data model changes (V8.3.7 only) In V8.3.8, the tables in the CounterPoint SQL database that sre ticket and ticket hisry data were completely redesigned. These schema changes render existing cusmizations that rely on Point of Sale tables inoperable. Cusmizations affected by these changes include, but are not limited : Cusm columns in Point of Sale tables Sred procedures and triggers in Ticket Entry Sred procedures and triggers in ticket posting Cusm indexes for Point of Sale tables Cusm Point of Sale maintenance forms Crystal receipts and Point of Sale forms Cusm reports In addition, a number of configuration changes that are not typically considered "cusmizations" may be affected by the changes the Point of Sale data model that occurred in V8.3.8, including: Label jobs that rely on Point of Sale data CPOnline publishing codes that publish ticket hisry Point of Sale device settings Cusm LookUp windows Cusm Zoom layouts Cusm form groups If you are updating from V8.3.7, the update process attempts modify your configuration comply with the new Point of Sale data model. However, due the nature and extent of the changes, you should carefully review all modifications you have made CounterPoint after you complete the update process verify that your system behaves as expected Radiant Systems, Inc. All rights reserved. 13

14 Update Guide Step 7: Back up your data Before you update your database, it is critical that you make a backup copy of each live CounterPoint SQL database. In the event of a failure during the update process, you will need resre your database from your backup copy. Step 8: Back up your company files To ensure that you retain all of your cusm Data Dictionary settings, cusm forms, reports, actions, and so forth, in case you need resre them, back up the contents of your company direcry (e.g., C:\CounterPoint\MyCompany). In addition, back up the existing Registration.ini file in your p-level direcry (e.g., C:\CounterPoint). Step 9: Sp CPDialup service Skip this step if you are not using CPDialup. If you are using CPDialup process credit cards, you must sp the CPDialup service before installing the new version of CounterPoint. Follow these steps sp the CPDialup service: 1. From the Windows Control Panel, double-click Administrative Tools, and then double-click Services. 2. Right-click the CPDialup service (i.e., CPDialupFDMSNorth, CPDialupFDMSSouth, CPDialupLynk, CPDialupVital, or CPDialupPaymentech) and select Sp. If you are running CPDialup from one or more workstations, instead of from your server, sp the CPDialup service on those workstations Radiant Systems, Inc. All rights reserved. 14

15 Updating V8.3.9 Installation steps Once you have completed the necessary Pre-installation steps, you must complete the following steps update your CounterPoint software and your database(s) V8.3.9: Step 1: Upgrade MSSQL 2005 (optional) Step 2: Install prerequisites on server Step 3: Install prerequisites on workstations Step 4: Update CounterPoint SQL Step 5: Allow all users update workstations Step 6: Install the current Service Pack Step 7: Update each live company database Step 8: Update registration file Step 1: Upgrade MSSQL 2005 (optional) Skip this step if you are not updating from V CounterPoint SQL requires Microsoft SQL Server 2005 with SP2. If you are updating from V8.3.7 and you are using MSSQL 2000 or MSDE, you must upgrade your database engine MSSQL 2005 or SSE before you update your CounterPoint SQL database V CounterPoint supports all editions of Microsoft SQL Server (MSSQL) 2005, including Enterprise Edition, Standard Edition, and Workgroup Edition, as well as Microsoft SQL Server 2005 Express Edition (SSE), which is included with CounterPoint. To update MSSQL 2005 Standard Edition, Workgroup Edition, or Enterprise Edition, follow the instructions in the accompanying documentation. MSSQL 2005 Standard Edition, Workgroup Edition, and Enterprise Edition must be purchased separately. If you do not install one of these editions of MSSQL 2005, you will be prompted install SSE when you install the CounterPoint SQL prerequisites on your server. When you update your company database, it will be converted the SQL Server 2005 format aumatically. Once you have converted a database the SQL Server 2005 format, you cannot use it with MSSQL or MSDE Make sure back up your database before upgrading it Radiant Systems, Inc. All rights reserved. 15

16 Update Guide Step 2: Install prerequisites on server Before you update CounterPoint SQL V8.3.9, 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 aumatically. In addition, if you have not installed a default instance of another edition of Microsoft SQL Server, the installer will prompt you install SQL Server 2005 Express Edition (SSE). Follow these steps install the CounterPoint SQL prerequisites on your server: 1. Log in your server as an Administrar. 2. If you intend 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 butn, 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 install SSE. 3. Insert the CounterPoint DVD in your DVD drive, click CounterPoint SQL Enterprise or CounterPoint SQL Express, depending on which edition of CounterPoint you are updating, and then click Prerequisites start the CounterPoint SQL Prerequisites installer. OR Download the Complete DVD file from the CounterPoint Web site at extract the archive, double-click launch.exe, select the edition of CounterPoint you are updating, and then click Prerequisites start the CounterPoint SQL Prerequisites installer. OR Download the Update file from the CounterPoint Web site at extract the archive, browse the \CPSQLPrereqs subdirecry, and then double-click the CPSQLPrereqs.exe file start the CounterPoint SQL Prerequisites installer Radiant Systems, Inc. All rights reserved. 16

17 Updating V 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 close the message, remove the existing version of MSSQL from your server or upgrade it MSSQL 2005, and then start the CounterPoint SQL Prerequisites installer again. 5. Click Next from the Welcome dialog. If a default instance of MSSQL 2005 is not installed, the SQL Server 2005 dialog appears, prompting you install SSE. Select the Install SQL Server 2005 Express check box and click Next. 6. Click Next from the Start Installation dialog install the CounterPoint SQL prerequisites. 7. If Microsoft.NET Framework 3.5 SP1 is not installed on your server, it is installed aumatically, followed by Microsoft SQL Server Native Client, as indicated by the corresponding progress bars Radiant Systems, Inc. All rights reserved. 17

18 Update Guide 8. Once.NET Framework and SQL Server Native Client are installed, if you chose install SSE, the SQL Server 2005 Express installer starts aumatically. Follow these steps install SSE: Click Next from the Welcome dialog display the Components 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 use CounterPoint s Data Migration utility or one of CounterPoint s export accounting interfaces. Select the SQL Server Management Studio Express check box install the SQL Server Management Studio Express (SSMSE) database management ol. SSMSE allows you create, back up, resre, and maintain SQL databases using a graphical interface. We strongly recommend that you install SSMSE on your server. Click Next proceed the Start Installation dialog, and then click Next install the SSE database engine and the other SSE components you selected. Follow the on-screen instructions 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 close the SQL Server 2005 Express installer. 9. Next, SQL Server Management Objects is installed aumatically, followed by SQLXML4, if it is not installed, as indicated by the corresponding progress bars. 10. When all of the CounterPoint SQL prerequisites are installed, the Installation Complete dialog appears. Click Finish close the installer. 11. If you are prompted restart your computer, click OK 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 subdirecry of your local drive. If you encounter any difficulties during the installation of SSE, review these log files in Notepad or another text edir Radiant Systems, Inc. All rights reserved. 18

19 Updating V8.3.9 Step 3: Install prerequisites on workstations Skip this step if you are using Radiant POS terminals for your workstations. Follow these steps install the CounterPoint SQL prerequisites on your workstations: 1. Copy the \CPSQLPrereqs direcry from the CounterPoint SQL DVD the \WorkstationFiles subdirecry of the p-level direcry on your server (e.g., C:\CounterPoint\WorkstationFiles). 2. From a workstation, browse this direcry on your server and double-click CPSQLPrereqs.exe start the CounterPoint SQL Prerequisites installer. 3. Select Workstation or Offline V2 Workstation from the Server? dialog, depending on the type of workstation you are updating, and then click Next. 4. Click Next from the Welcome dialog. 5. Click Next from the Start Installation dialog install the CounterPoint SQL prerequisites. If Microsoft.NET Framework 3.5 SP1 is not installed on your workstation, it is installed aumatically. Next, SQL Server Management Objects is installed aumatically, 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 close the installer. 7. If you are prompted restart your computer, click OK complete the installation of the CounterPoint SQL prerequisites. Repeat steps 2 through 7 for each of your workstations Radiant Systems, Inc. All rights reserved. 19

20 Update Guide Step 4: Update CounterPoint SQL Follow these steps update your CounterPoint SQL software: In a network environment, you must perform the following steps at your server. 1. Log in your server as an Administrar. 2. Start the SQL Server service, if it is not running already. 3. Insert the CounterPoint SQL DVD in your DVD drive, click CounterPoint SQL Enterprise or CounterPoint SQL Express, depending on which edition of CounterPoint you are updating, and then click CounterPoint SQL start the installation process. OR Browse the direcry which you downloaded and extracted the Complete or Update archive and double-click setup.exe start the installation process. 4. From the Welcome dialog, click Next. 5. Read the Software License Agreement, select the Agree option, and then click Next display the Select Components dialog. 6. Select the Server Files check box. 7. Click Next proceed the Select Top-Level Direcry dialog. 8. Specify your existing Top-Level Direcry or click Browse search for it. You must update CounterPoint in an existing V8.3.7 or V8.3.8 p-level direcry. If you specify a new plevel direcry, some components of your system, such as data dictionary entries and label jobs, will not be updated successfully. 9. Click Next and specify the program group which you want add the Radiant Management Console and Radiant Log Viewer from the Select Start Menu Program Group dialog. 10. Click Next begin installing the updated server files. Follow the on-screen prompts and instructions complete the installation. 11. When the server files are installed, you are prompted run the CounterPoint SQL Workstation Setup installer. If you run CounterPoint or the CounterPoint utilities on your server, select the Run workstation setup check box and click Finish, and then follow the on-screen instructions update the workstation files on your server. Once you have updated CounterPoint on your server, you do not have install the software on each workstation. CounterPoint s aumatic workstation update feature ensures that all of your workstations are updated after you update your server. A user with Administrar rights must log in CounterPoint on each workstation in order update it. When a user with Administrar rights logs in, the workstation detects the updated software on your server and installs it aumatically. You cannot run CounterPoint on each workstation until it has been updated. If you want allow all users update your workstations the new version of CounterPoint, instead of only users with Administrar rights, proceed Step 5: Allow all users update workstations. If you prefer that only administrars are able update your workstations, skip Step 6: Install the current Service Pack Radiant Systems, Inc. All rights reserved. 20

21 Updating V8.3.9 Step 5: Allow all users update workstations (optional) If you haven't done so previously, follow these steps configure CounterPoint allow users without Administrar rights update your workstations each new version: 1. Browse the p-level CounterPoint direcry on your server (e.g., C:\CounterPoint). 2. Double-click RunAsSPCAdmin.exe. 3. In the Path\Application.exe field, enter the UNC path the p-level direcry on your server, followed by InstallWorkstation.exe (e.g., \\MyServer\CounterPoint\InstallWorkstation.exe). 4. If your CounterPoint server and workstations are not part of a network domain, select the Local option and enter localhost in the corresponding field. 5. If your CounterPoint server and workstations are in a network domain, select the Domain option and enter the name of your domain in the corresponding field. 6. Enter the Username and Password of a user who has Administrar rights the server and all workstations (i.e., the network domain administrar). 7. In the Current Encryptfile field, enter the UNC path the p-level direcry on your server, followed by WorkstationUpdate.spc (e.g., \\MyServer\CounterPoint\WorkstationUpdate.spc). 8. Select the Optional settings check box, and then enter the following in the Program options field: /M="./workstationsetup.var" 9. Leave the default settings for the remaining options. 10. Click the Save Cryptfile butn, click OK close the Info dialog that appears, and then close the runasspcadmin window. With these settings, the next time any user logs in a workstation, the workstation detects the updated CounterPoint software on your server and installs it aumatically. Step 6: Install the current Service Pack When you finish installing CounterPoint V8.3.8, download and run the current CounterPoint SQL Service Pack (cpsqlsp.exe) ensure that you have the latest software updates and enhancements. You can download the current Service Pack from our Web site at You must be a registered CSS subscriber access the Support area of the CounterPoint Web site Radiant Systems, Inc. All rights reserved. 21

22 Update Guide Step 7: Update each live company database You can update your database from any server or workstation on which the SQL Script Utility is installed. This process updates your database include changes that were made for the current release and converts your existing data in the new structure. Database changes are implemented in each new version and may include the addition of tables, columns, indexes, and other elements. The UpdateFrom8.3.x.sql scripts alter your database create new tables, columns, and indexes and convert existing data in the new structure. The UpdateFrom8.3.x.sql scripts will not update your hisrical Point of Sale data (i.e., posted tickets and other documents). Instead, hisrical Point of Sale data will be updated over time by the CounterPoint Hisry Conversion scheduled task, which you will configure during the Post-installation steps. For each database (i.e., company), perform the following steps: 1. Make sure all users have exited CounterPoint. 2. Select Start > Programs > CounterPoint SQL > SQL Script Utility start the SQL Script Utility. This utility is only available if you installed the CounterPoint SQL utilities. 3. Select your company from the Alias-Company list. 4. Select File > Open, browse the \Scripts subdirecry of your p-level direcry, and then open the appropriate UpdateFrom8.3x.sql script update your version of CounterPoint. The following table lists the scripts you must execute and the order in which you must apply them update your database from each version: If you are updating from Run these scripts V8.3.8 UpdateFrom8.3.8.sql V8.3.7 UpdateFrom8.3.7.sql UpdateFrom8.3.8.sql 5. Select Execute from the Update menu. 6. From the Database Login dialog, enter your User ID and Password (e.g., sa and CounterPoint8), and then click OK. A progress indicar appears at the p of the SQL Script Utility window track the script s progress. When the script is finished, the Information dialog appears. Click OK close this dialog. Do not interrupt this script or any subsequent scripts while they are in progress! 7. If you have cusmized your database with new fields, tables, triggers, or other cusm elements, verify that these elements are intact. To verify your cusmizations, do the following: Start CounterPoint SQL, log in your database, and then select System > Utilities > Databa.se Cusmizations Report display the Database Cusmizations Report utility. Select Standard database and click Compare compare your database the standard CounterPoint database and display the differences between the two in your default Web browser. If the Database Cusmizations Report utility identifies any unintended structural discrepancies, such as missing primary keys, take the necessary steps resolve them before proceeding the next step. If the Database Cusmizations Report utility does not identify any discrepancies other than expected cusm database modifications, proceed the next step Radiant Systems, Inc. All rights reserved. 22

23 Updating V8.3.9 Step 8: Update registration file You must install an updated, version-specific registration file for CounterPoint SQL V If you are a registered CSS subscriber, you can obtain an updated registration file from your CounterPoint Business Partner. If you have chosen have CSS software updates shipped directly you, instead of your CounterPoint Business Partner, you can download an updated registration file from the CounterPoint Web site at To update your registration file, copy your new Registration.ini file your p-level CounterPoint direcry (e.g., C:\CounterPoint), overwriting the existing file. Your CounterPoint software and database (except for hisrical Point of Sale data) are now updated V Post-installation steps After you update CounterPoint and your database(s) V8.3.8, complete the following steps finish the update process: Step 1: Update pre-defined data Step 2: Update menu codes Step 3: Update CounterPoint Version in CPOnline Step 4: Restart CPDialup service Step 5: Update MSR device files (V8.3.7 only) Step 6: Schedule hisry conversion Step 7: Provision the server database (Offline V2 only) Step 8: Update Offline V2 workstations (Offline V2 only) Step 9: Rebuild offline databases (Offline V2 only) Step 10: Enable smart mouse setting on workstations Step 1: Update pre-defined data From the CounterPoint SQL main menu, select System > Utilities > Pre-defined data display the Update Pre-defined Data utility, and then click Update create and update pre-defined label jobs, form groups, and other pre-defined data Radiant Systems, Inc. All rights reserved. 23

24 Update Guide Step 2: Update menu codes If you have defined any menu codes, you must edit them reflect the new, removed, and renamed CounterPoint SQL menu items. To update your menu codes, select Setup > System > Menu Codes, select a menu code, and then click Menu Edir. You can use the Verify Menu command from the Menu Codes window (Setup > System > Menu Codes) or the Menu Edir compare your menu codes the standard CounterPoint SQL main menu and report the differences. Removed menu items The following commands have been removed from V8.3.9: Invenry > Reports > Sck Status System > Messages Setup > System > Configuration > Workstation Preferences Renamed menu items The following commands have been renamed in V8.3.9: Invenry > Reports > Sales Kits (formerly Invenry > Reports > Kits) System > Gift Cards > Edit Gift Cards (formerly System > Gift Certificates > Edit Gift Certificates) System > Gift Cards > Close Gift Cards (formerly System > Gift Certificates > Close Gift Certificates) System > Gift Cards > Gift Card List (formerly System > Gift Certificates > Gift Certificate List) System > Gift Cards > Maintain Gift Cards (formerly System > Gift Certificates > Maintain Gift Certificates) System > Reports > Hisry > Closed Gift Cards (formerly System > Reports > Hisry > Closed Gift Certificates) System > Reports > Journal > Closed Gift Cards (formerly System > Reports > Journal > Closed Gift Certificates) Setup > System > Gift Card Codes (formerly Setup > System > Gift Certificate Codes) Setup > Invenry > Barcode Types (formerly Setup > Invenry > Barcode ID's) Setup > Invenry > Reports > Barcode Types (formerly Setup > Invenry > Reports > Barcodes ID's) 2009 Radiant Systems, Inc. All rights reserved. 24

25 Updating V8.3.9 New menu items Drag the following menu items from the Default Menu tree the Cusm Menu tree make them available from your cusm menus: Point of Sale > Gift Registries > Manage Gift Registries Point of Sale > Gift Registries > Print Blank Registry Form Point of Sale > Gift Registries > Gift Registry Reports Point of Sale > Reports > Point of Sale Exceptions Invenry > Forecast Invenry > Views > Invenry Detail Invenry > Reports > Invenry Grid Overview Invenry > Reports > Sell-Through Rate Purchasing > Purchase Requests > Forecast-driven Replenishment System > Utilities > Purge Messages Setup > System > Message Groups Setup > System > Workstations Setup > Invenry > Adjustment Reason Codes Setup > Point of Sale > Discount Codes Setup > Point of Sale > Gift Registry Occasions Step 3: Update CounterPoint Version in CPOnline Skip this step if you are not using CPOnline. If you are using CPOnline, select your version of CounterPoint from the CounterPoint Version setting on the Sre Setup page of CPOnline Sre Management. Step 4: Restart CPDialup service Skip this step if you are not using CPDialup. If you are using CPDialup process credit cards, you must restart the CPDialup service. To do this, follow these steps: 1. From the Control Panel, double-click Administrative Tools, and then double-click Services. 2. Right-click the CPDialup service (i.e., CPDialupFDMSNorth, CPDialupFDMSSouth, CPDialupLynk, CPDialupVital, or CPDialupPaymentech) and select Start. If you are running CPDialup from one or more workstations, instead of from your server, you must copy the updated CPDialup service from your server those workstations, and then restart the service on each one Radiant Systems, Inc. All rights reserved. 25

26 Update Guide Step 5: Update MSR device files (V8.3.7 only) Skip this step if you are updating from V CounterPoint SQL supports multi-track GOPOS and keyboard wedge MSR devices, which read track 1 and track 2 of swiped cards simultaneously. If you are updating from V8.3.7 and you used one of the pre-defined MSR device (.xml) files configure an MSR, you must load the updated device file before using your MSR in Ticket Entry or Touchscreen Ticket Entry. Follow these steps load the updated device file(s) for your MSR(s): 1. From the CounterPoint SQL main menu, select Setup > Point of Sale > Devices display the Devices window. 2. Click the Configure butn on the MSR row, and then click the Load device butn. 3. Select the.xml file that corresponds your MSR and the track you want read (e.g., Track2Keyboard (Wedge).MSR.xml), and then click Open. 4. Click OK close the MSR dialog. 5. Click Close save your device settings and close the Devices window. Repeat these steps for each workstation that is equipped with an MSR. Step 6: Schedule hisry conversion To reduce the amount of time that is required update a CounterPoint SQL database, the UpdateFrom8.3.x.sql scripts do not update hisrical data (i.e., posted tickets and other documents). Instead, your hisry will be updated over time by the CounterPoint Hisry Conversion scheduled task, which you must configure run at a specific time each day. Depending on the amount of hisry in your database, this process may take days or even weeks. You will be able use CounterPoint during this time, although you will not be able access all of your hisrical data until the conversion process is complete. Follow these steps schedule the CounterPoint Hisry Conversion task update your hisrical data the V8.3.9 format: 1. Select Start > Programs > CounterPoint > System Configuration Utility display the System Configuration Utility window, and then click the Scheduled Tasks butn. 2. From the CounterPoint Scheduled Tasks window, click New define a new scheduled task. 3. Select your company from the Alias-Company list, and then select CounterPoint Hisry Conversion from the Task list Radiant Systems, Inc. All rights reserved. 26

27 Updating V On the Main tab, select or enter (in 24-hour format) the Start Time for the task. For example, select 0:00 start the task at midnight each day. Although you can use CounterPoint while the hisry conversion task is running, we recommend that you configure the task start during non-business hours prevent performance-related issues. 5. Specify the Windows user name you want use run the scheduled task in the Run As field, and then enter that user's Password Radiant Systems, Inc. All rights reserved. 27

28 Update Guide 6. On the Parameters tab, enter the number of hours you want the hisry conversion utility run each day in the Run time (hrs) field. 7. If you would like notification messages be sent the appropriate recipient(s) when the hisry conversion task starts and ends each day, as well as whenever the task encounters an error, specify your server, the From address you want use, and the To address for each recipient, separated by semicolons. 8. In the Batch size field, enter the number of days you want the hisry conversion task convert in each batch. We recommend that you set this value between 50 and 500. If you leave the Batch size field blank, the scheduled task will update 100 days of hisry in each batch. 9. Click OK save the task and return the CounterPoint Scheduled Tasks window. 10. Click Close close the CounterPoint Scheduled Tasks window. 11. If your company database is configured use SQL authentication, start the Company Names edir (Start > CounterPoint SQL > System Configuration Utility > Companies), edit your database connection string, and select the Allow saving password check box on the Connection tab of the Data Link Properties dialog. Each day, beginning at the scheduled Start Time, the hisry conversion task will update as many batches of documents in hisry as possible within the allotted run time. Depending on the amount of hisry in your database, this process may take days or even weeks. You will be able use CounterPoint during this time, although you will not be able access all of your hisrical data until the conversion process is complete. If the task converts an entire batch within the scheduled time, it will begin processing another batch. If the task is unable complete a batch within the remaining time, it will "roll back" the incomplete batch, and then pick up from where it left off the next time the task is run Radiant Systems, Inc. All rights reserved. 28

29 Updating V8.3.9 If the hisry conversion task is unable update a document in a batch for any reason, the entire batch will be "rolled back" and an error message will be sent each To address you specified for the task. You must correct whatever problem is preventing the batch from being updated before the hisry conversion task will be able complete the batch. If the hisry conversion task encounters an error, you can change the Batch size for the task 1 configure the task convert one document at a time. With this setting, you will receive an error message for each document that cannot be updated. Each error message will identify the specific row that is preventing the document from being updated. After you correct the problem, set the Batch size for the scheduled task back its previous value. All conversion errors, along with progress messages and other warnings, are also written the Radiant.Retail.Utilities.HisryConversion.log file in the \Bin subdirecry of your CounterPoint workstation direcry (e.g., C:\Program Files\CounterPoint\Bin). When all of your hisry is updated, the task sends a message each To address, indicating that the conversion process is complete. At some point thereafter, run the Post Hisry Conversion Cleanup.sql script (and the Post Hisry Conversion Cleanup.sql script, if you are updating from V8.3.7) in the \Scripts subdirecry of your p-level direcry as an Administrar remove all unnecessary conversion objects and tables from your database. The CounterPoint Data Mart Update scheduled task will not run until all of your hisry is converted the V8.3.9 format. Step 7: Provision the server database (Offline V2 only) If you are using Offline V2, after you update your CounterPoint software and database V8.3.9, you must reprovision your server database by following these steps: 1. Click the Windows Start butn and select Program Files > CounterPoint SQL > Radiant Management Console start the Radiant Management Console. 2. Select Provision Database from the Tools menu display the Provision Database dialog. 3. Specify your Top-Level Direcry or click the butn browse the p-level direcry on your server, and then enter or select the Company Alias for the company database you are provisioning. 4. Enter sa in the SQL User field and CounterPoint8 in the SQL Password field. If you created a new SQL login for the purpose of provisioning and managing the Offline V2 database on your server, enter the name and password for that login in the SQL User and SQL Password fields. 5. Click Go re-provision your database. This process can take a considerable amount of time, depending on the size of your database. A message appears when the provisioning process is complete. Click OK close this message Radiant Systems, Inc. All rights reserved. 29

30 Update Guide Step 8: Update Offline V2 workstations (Offline V2 only) If you are using Offline V2, once you have updated your Offline V2 server, you must update the Offline V2 components on your offline workstations. Follow these steps update your Offline V2 workstations: 1. If you are updating Offline V2 in a WAN environment, copy your p-level direcry (e.g., C:\CounterPoint) from your server a local computer that is accessible by all of your offline workstations. 2. From an offline workstation, browse \OfflineFiles subdirecry of the p-level direcry (e.g., C:\CounterPoint) on your server and double-click OfflineInstall.exe start the Offline Installation installer. If you are deploying Offline V2 in a WAN environment, browse the \OfflineFiles subdirecry of the local p-level direcry you created in step 1 of this procedure and double-click OfflineInstall.exe. 3. Click Next from the Welcome dialog proceed the Select Server Top-Level Direcry dialog, and then enter the path the Top-Level Direcry on your server or click the Browse butn locate the p-level direcry. You can specify a UNC path or a mapped drive in the Top-Level Direcry field. If you are deploying Offline V2 in a WAN environment, specify or browse the local p-level direcry that you created in step 1 of this procedure. 4. Click Next, and then specify the program group which you want add the CounterPoint SQL Offline shortcut (e.g., Start > Programs > CounterPoint SQL). 5. Click Next proceed the Start Installation dialog, and then click Next start the CounterPoint SQL Workstation Setup installer. 6. Click Next from the Welcome dialog, and then make sure the Program Files check box is selected on the Select Components dialog. 7. Select the Utilities check box if you want install the CounterPoint SQL utilities, including the Radiant Management Console, on the offline workstation. The CounterPoint SQL utilities allow unrestricted access the CounterPoint database. You may not want install them on a workstation, unless it will be used only by a system administrar. 8. Select the Dashboard check box if you want allow users access the Dashboard while the workstation is operating in normal (i.e., non-offline mode). The Dashboard is not available in offline mode. 9. Click Next, and then specify the Destination Direcry for CounterPoint SQL (e.g., C:\Program Files\CounterPoint). 10. Click Next, and then specify the program group which you want add the CounterPoint SQL shortcuts (e.g., Start > Programs > CounterPoint SQL). 11. Click Next, and then follow the on-screen instructions complete the installation of CounterPoint SQL. 12. When CounterPoint is installed, the Installation Complete dialog appears. If you would like create CounterPoint shortcuts one for normal operations and one for offline mode on the workstation s deskp, select the Create shortcut on deskp check box. 13. Click Finish return the Offline Installation installer, which installs all necessary offline files and copies CounterPoint s p-level files from the server Radiant Systems, Inc. All rights reserved. 30

31 Updating V When the Offline V2 files are installed, the Installation Complete dialog appears. Click Finish start the CPServices installer aumatically. 15. Click Next from the Welcome dialog, and then specify the program group which you want add the Radiant Management Console and Radiant Log Viewer shortcuts (e.g., Start > Programs > CounterPoint SQL). 16. Click Next proceed the Start Installation dialog, and then click Next begin installing Radiant CounterPoint Services. A series of progress bars keeps you apprised of the status of the installation. 17. When CPServices is installed, the Installation Complete dialog appears. Click OK close the dialog. Repeat steps 2 through 17 for each of your offline workstations. Step 9: Rebuild offline databases (Offline V2 only) If you are using Offline V2, you must rebuild your offline databases after you have updated your server and each offline workstation. Follow these steps rebuild the offline databases in your Offline V2 environment: 1. On your server or on a workstation that is connected your server, select Start > Programs > CounterPoint SQL > Radiant Management Console start the Radiant Management Console. 2. Select your server from the Object Explorer tree. All connections defined using the Remember this password option will aumatically appear in the Object Explorer tree when you start the Radiant Management Console. If you do not see your server in the Object Explorer tree, click Connect and select the server from the Server Hisry dialog. 3. From the Object Explorer tree, select a sre that includes one or more offline workstations, and then click the butn rebuild the local database on each of that sre s offline workstations. Repeat step 3 for each sre that includes one or more offline workstations. Step 10: Enable "smart mouse" setting on workstations The Smart Mouse setting that was previously available on the Workstation Preferences window in CounterPoint SQL is no longer available. If you were using this setting aumatically move the pointer the default butn of each dialog in CounterPoint, you can instead enable the equivalent setting on the Mouse Properties property sheet of the Windows Control Panel. To enable this setting, select Start > Settings > Control Panel, double-click Mouse, select the Pointer Options tab, and select the Snap To check box. Repeat this step for each workstation on which you wish enable this setting Radiant Systems, Inc. All rights reserved. 31