Upgrading from Shortcuts 7.3 to Black (W7)
Contents
1. one A HAN GAS Sane es d att gees gees ee Ws E E ae ye Ke re Wilken Blows ats Res 4 Salon amp Spa Software SHORTCUTS A we gs 4 GA GG SG k ae ay 9 ite ant 4 X ck GAs 0 LA A 1 A 9 KILE S 3 gt A WAS NG REER us We RIS Kt amp A ae Gye GAS RS AG Goud re2. Center iv Administrative Tools Eg AutoPlay Shw BitLocker Drive Encryption Color Management Fi Configuration Manager Date and Time Default Programs Desktop Gadgets Devices and Printers E Display ras Ease of Access Center 111 Fonts Getting Started HomeGroup a Internet Options Java Keyboard ce Mall F Mouse Network and Sharing Center 5 Performance Information and Tools a Personalization HE Phone and Modem m Program Download Monitor fey Programs and Features Recovery E Remote Control I RemoteApp and Desktop Connections Run Advertised Programs Ei Speech Recognition id Symantec LiveUpdate 8 Sync Center iw Taskbar and Start Menu ind Troubleshooting Mal Windows Defender P Windows Firewall CF Windows Update 10 3 Click on the Change User Account Control Settings link The User Account Control window will appear G a t Control Panel All Control Panel tems User Accounts F y File Edit View Tools Help 3 Click Change User Account Control Settings Gavin Spencer To change your password press Cirl Alt Del and select Change a password Control Panel Make changes to your user account Manage your credentials Change your picture Link online IDs Manage your file encryption certificates Configure advanced user profile properties Change my environment variables 4 Drag the slider bar to the bottom Never notify th
3. View Tools Help x Computer Shortcuts Name Category POS Demo Control Panel Home Pn wu e Classic View a Offline Files Penand People Near Performance Personaliz Phone and Power Input Devices Me Informatio Modem Options Printers Problem i cannersand Security Reports a Cameras Center e Default Programs 8 0 j New Microsoft Office Document Speech Symantec Sync Center Tablet PC Taskbar and Text to Recogniti LiveUpdate Settings Start Menu Speech LE Open Microsoft Office Document SUS amp gt Programs User Welcome Windows i Windows Windows Windows Accounts Center Anytim Defender Firewall Sidebar 7 as Documents m i p E Control Panel ah ee Search b 2 MOE Comets indows La n 8 u 0 g e O pti O n S ay Printers Update Help and Support Ell Taskbar and Start Menu 0 5 T Run Windows Vista Shut Down Online Appointmen Vista 2Jpg Paint E Control Panel ce 3 07 PM 2 Double click on the Regional and Language Options icon The Regional and Language Options window will appear Regional and Language Options T Formats Location Keyboards and Languages Administrative Formats Location Keyboards and Languages Administrative To change the way your computer displays numbers currencies dates and 3 Ve rify yo u r Some software and services provide you with local
4. do not need to run a Hardware session Backup or obtain a license for client computers Run a Hardware session 1 Run the Hardware utility in Shortcuts Setup Menu Navigation Bar gt Hardware Icon The Hardware window will appear 2 You will need to make a note of your Receipt and Cash Drawer settings in the event that you need to manually enter them afterwards Click on the Receipt Cash Drawer tabs and note down the settings in the Manual Configure section 3 Click OK to close the Hardware window Backup your Shortcuts data Refer to your User Guide for instructions on how to perform a Backup It is strongly recommended that you backup your data onto a USB key instead of other storage media The Shortcuts backup only backs up your Shortcuts database excluding Shortcuts Marketing Letters and any other documents in the computer You will need to manually backup all your other documents etc in each computer 16 Upgrading to Shortcuts Black Now that you ve made all necessary preparations you re ready to upgrade to Shortcuts Black If you receive any errors during the installation procedure please call the Shortcuts Helpdesk for It is strongly recommended that you proceed with the Shortcuts upgrade only during business hours 8 00am 3 00pm EST Monday to Friday to ensure technicians are available in case you encounter problems during your upgrade If you are running a network you MUST upgrade
5. on the License Server Click on the License Server icon The License Server window will appear A If you are running a network the License Server will be located on the server main computer 2 Click on the Authorisation tab B License Server v a kE Features Clients Log Serial Number Business Name 1 NGMWDURESIST Default Authorisation tab Challenge Code Business name 2 H8KZMKYORJ4 YO Business Authorisation Code PostCode NOAUTH 1234 Expiry Date Expiry Code Feature Addition Codes Feature Authorisation Codes Feature Name Expiry Date Expiry Code 7 Click the Exit E Server button Click the atest License file 4 Click Save Exit License Server 3 Click the Download the latest License file button 4 Once you have entered in the Authorisation Code click the Save button The Overwrite Existing License File window will appear LicenseServer A Overwrite existing license File 22 Click Yes The License File Updated window will appear LicenseServer License File has been updated License Server needs to be restarted For changes to take effect Click OK to return to the main License Server window Click on Exit License Server button A window will appear asking you if you are sure you want to exit the license server LicenseServer re you sure you want to Exit the License Server You will nok be able to use Shortcuts while the License Server is no
6. the Search Control Panel Customize settings for each type of network You can modify the firewall settings for each type of network location that you use What are network locations Domain networkbdo ming connectioNgcluding those in the list of allowed programs Notify me when Windows Firewall bloNsga new program x D Turn off Windows Firewall not recommended 4a Turn on Windows Firewall for all eck location your networks Home or work Jog ose in the list of allowed programs OK button a new program Arming connections including those in the list of allowed programs 7 Notify me when Windows Firewall blocks a new program Turn off Windows Firewall not recommended 4b Click OK Adding an Exception to Windows Firewall In some cases you may need to add an exception to Windows Firewall to allow a program to send or receive information over the Internet Usually this is for add on Shortcuts modules such as BookME or Set amp Forget Marketing To add an exception to Windows Firewall perform the following steps 1 Click on the Windows Start button or press Ctrl Esc on your keyboard Select Control Panel or Settings gt Control Panel The Control Panel window will appear 2 Double click on the Windows Firewall icon The Windows Firewall window will appear Eg AutoPlay as Configuration Manager Desktop Gadgets 3 Ease of Access Center a
7. then go to Step 2 Your version number m 7 i lt 5 0 Cd ted h re Operating System Windows XP Workstation version 5 1 Service Pack 3 t Computer BNET Database ShortsutsFOS i Reports C liProgram FilesiShortcuts SoftwarelPoint Of Salei Database Warnings Today 0 9 If pressing Shift F1 does not work exit Shortcuts if it is running Run Shortcuts again and check the version number in the top left corner of the splash screen a Your version number SHREE is located here 2 If your version number is 7 3 30 or higher you are ready to install Shortcuts Black Go to the next page If you have any version of Shortcuts that is earlier than 7 3 30 please contact the Shortcuts Helpdesk to obtain detailed upgrade instructions and advice Ensure that your computer meets the Minimum Requirements Shortcuts recommends the Windows XP Pro Windows Vista Business and or Windows 7 Professional operating systems for running Shortcuts Black but also supports certain other operating systems A If you are running Windows XP Pro you must update your copy of Windows to the latest Service Pack SP before attempting to install Shortcuts For detailed instructions on how to update your copy of Windows visit the Microsoft Windows Update page at http update microsoft com windowsupdate The following table outlines the hardware requirements for Shortcuts Black For best performance the recomm
8. D ALL THE 7 TERMS OF THIS LICENCE AND WISH TO BECOME THE LICENSEE OF THE SOFTWARE option ACCEPTANCE BINDS YOU TO THE TERMS OF THIS LICENCE YOUR CLICKING ON THE ACCEPT BUTTON AND DOWNLOADING THE SOFTWARE IS DEEMED TO BE YOUR ACCEPTANCE OF THE TERMS OF THIS LICENCE IF YOU DO NOT AGREE TO ALL OF THE TERMS OF THIS LICENCE CLICK THE DO NOT ACCEPT BUTTON AT THE END OF THIS DOCUMENT AND DO NOT DOWNLOAD OR USE THE SOFTWARE Click Next to continue 1 The Licence 1 1 Shortcuts Software Limited ABN 68 069 479 090 of 66 68 Bowen Street Spring Hill in the tate of Nu aeancland jecliding ite cihcidiaries ciiccescors and assinns 5 ig I do not accept the terms in the license agreement InstallShield 7 Please read the license agreement carefully If you accept the terms in the agreement then select the I accept option and click Next to continue The Customer Information window will appear FH shortcuts Point Of Sale InstallShield Wizard Customer Information Ty 0 gt n Please enter your information your Details Click Next Type In gt a to continue your serial number 0 Number blank to install a 30 day demonstration ETE InstallShield 18 8 Type in your Business Details along with your Shortcuts Black serial number Your serial number is located on the inside cover of the CD case on the front
9. Fr Default Programs Desktop Gadgets est Devices and Printers E Display 3 Ease of Access Center m Fonts G Getting Started a HomeGroup Internet Options l Jawa ga Keyboard Mall JF Mouse ue Network and Sharing Center 5 Performance Information and Tools a Personalization IE Phone and Modem Frogram Download Monitor 1 Programs and Features Recovery Remote Control I RemoteApp and Desktop Connections Run Advertised Programs S speech Recognition ipy Symantec LiveUpdate a Syne Center L Taskbar and Start Menu iid Troubleshooting H User Accounts fe Windows Defender P Windows Firewall 3 Windows Update 3 Click on the Turn Windows Firewall on or off link The Customise Settings window will appear File Edit View Tools Help Control Panel Home Allow a program or feature through Windows Firewall aA urn Windows Firewall on o Windows Firewall can help prevent hackers or malicious software from gaining access to your computer through the Internet or a network Learn how you can enable Windows Firewall in your computer Restore defaults Nea j Advanced settings i x Domain networks Connected m Troubleshoot my network N rx Home or work private networks Not Connected W lt Public networks Connected See also Action Center Network and Sharing Center 12 4 Click to select the Turn on Windows Firewall option for each of your networks then click
10. HomeGroup ga Keyboard oe Network and Sharing Center IE Phone and Modem Recovery Run Advertised Programs 8 Syne Center B User Accounts Windows Update fe Administratie Tools Color Management iG Default Programs E Display cal Getting Started Java F Mouse a Personalization zi Programs and Features I RemoteApp and Desktop Connections id Symantec LiveUpdate inf Troubleshooting he Windows Firewall Action Center BitLocker Drive Encryption AD Date and Time Devices and Printers Fonts Internet Options amp Mail E Performance Information and Tools Frogram Download Monitor IE Remote Control Ei Speech Recognition L Taskbar and Start Menu kil Windows Defender 13 3 Click on the Allow a program or feature through Windows Firewall link The Customise Settings window will appear GO t Control Panel All Control Panel Items Windows Firewall Se File Edit View Tools Help 3 Click on Allow a program through Windows Firewall EER SOE ae gee protect your computer with Windows Firewall Windows Firewall can help prevent hackers or malicious software from gaining access to your computer through the Internet or a network Change notification settings Turn Windows Firewall on or a Learn how you can enable Windows Firewall in your computer PJ Restore defaults 1 p Advanced settings w x Domain networks C
11. VERSION 1 1 LY GL HENS V L SPA SMI RA GJ S77 SAI Q SHORTCUTS BLACK WINDOWS 7 bY YB KAWIN NE SALON KE KAYON VISE paces TS LS ie ME BM DM pin lt gt or A Oy 1 O T T T e 2 FA AA FA AT AG 2 GO E Res a F then ah CO CeCe Si GO GOP WG OS k Y V Be BEM ET KY Bee Med GE a I E ae 1 KG x 0 a R Se we Red BM NAAN oe Med GE Wed AE 1 GAS Sar Sc gt 1 i as GC 9 GAs o onan O XG oe Hees EFS GA ER GANG ig A A B T NON N K w CK BS RE eh DEO AN gt CH eee 7 OO a Salon amp Spa Software SHORTCUTS 27 FOF Say Sco Se z C 2 6 N GO WG ga Gawd to O 4 NG Be DS Gen Soy oc N 1 v v T ea BE N N K A N NE E E GG Read N gt GA ED GE RO AR Kes T N spe So A al ae a ys ds a 3 Bed Ed Weed al Table of Contents Getting Startede aaa ka SD ESRA E a E aaa 1 Determine your current version Of Shortcuts 1 an 2 Ensure that your computer meets the Minimum Requirements ccececeeeeeeeeteeeeaeaueeeereees 3 Ensure your Computer is Running in Normal Sized FONtS sss 8 Ensure your Regional Set
12. ce related issues may arise when running Shortcuts Black outside normal usage Shortcuts will only support performance related issues clients are running the recommended hardware specifications Shortcuts may charge additional fees to undertake investigations for non recommended operating systems To check if your computer meets the minimum requirements 1 Right click on the Computer icon on your Windows desktop usually located on the top left hand side of the screen A pop up menu will will appear 2 Select the Properties option The Systems Properties window will appear View basic information about your computer 3 You must have 0 Sporto version of Ep Remote settings 0 p System protection re p Advanced system settings 3 Your RAM and processor must meet minimum requirements System Rating 3 Windows Experience Index Processor Installed memory RAM System type 32 bit Operating System Pen and Touch No Pen or Touch Input is available for this Display Computer name domain and workgroup settings Computer name BNEOOS Change settings Full computer name BNEOOS shortcut local Computer description Domain shortcut local 3 Ensure that you are using a supported version of Windows and that you meet at least the minimum requirements for RAM and processor 4 Your computer name must not be longer than 15 characters or Shortcuts Black will not be able to run properly To check the length
13. cover of the installation guide or within the information letter you received Once you have finished entering your details click Next to continue The Network Mode window will appear J Shortcuts Point Of Sale InstallShield Wizard ey Network Mode Select the type of installation _ Select the appropriate option If you are upgrading to Shortcuts Black on a stand alone machine select the Stand Alone Server option and click Next to continue The Setup Type window will appear OR If you are upgrading to Shortcuts Black on a network client machine select the Client option and ensure that the correct computer name is typed into the Computer field Click on the Test Connection button to verify the connection status then click Next to continue The Setup Type window will appear jl Shortcuts Point Of Sale InstallShield Wizard Setup Type Choose the setup type that best suits your needs Please select a setup type Complete EE All program features will be installed Requires the most disk oe space Select the Complete optio Choose which program features you want installed and where they will be installed Recommended for advanced users Click Next to continue 9 10 By default the Complete option is selected and Shortcuts will be installed to C Program Files Shortcuts Software Point Of Sale It is recommended you leave the Complete option selected unless y
14. eatures trees then click on the Payment Server option and select the This feature will be installed on local hard drive option A If you are running Shortcuts on a network the BookME Agent must be installed on the main Shortcuts Server computer 12 Click Next to continue The Ready to Install the Program window will appear Click Install to continue Erzene T E ERa jl Shortcuts Point Of Sale InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation If you want to review or change any of your installation settings dick Back Click Cancel to exit the wizard 13 Click the Install button to begin the upgrade A progress bar will then appear to indicate the current status of your installation Please be patient as this may take a while kol Please wait while the InstallShield Wizard installs Shortcuts Point Of Sale This may take several minutes Status Validating install J Shortcuts Point Of Sale InstallShield Wizard Installing Shortcuts Point Of Sale The program features you selected are being installed 13 20 14 Once the installation process is complete the InstallShield Wizard Completed window will appear Click the Finish button to close the window and return to the Windows Desktop a F e jl Shortcuts Point Of Sale InstallShield Wizard S
15. en click the OK button G User Account Contre Settings Sra Choose when to be notified about changes to your computer Tell me more about User Account Control settings Always notify Never notify me when Programs try to install software or make changes to my computer e Imake changes to Windows settings 4a Drag the slider bar to the bottom Not recommended Choose this only if you need to use programs that are not certified for Windows 7 a because they do not support User Account Control Never notify 4b Click OK Cancel 5 Restart your computer as changes to UAC will not take effect until you do Turn On Windows Firewall You need to ensure that Windows Firewall has been turned on before you upgrade Shortcuts as part of the installation process requires several exceptions be created by Windows Firewall to allow various functions of Shortcuts such as SMS confirmations or online bookings to access the Internet To ensure that Windows Firewall is turned on perform the following steps 1 Click on the Windows Start button or press Ctrl Esc on your keyboard Select Control Panel or Settings gt Control Panel The Control Panel window will appear 11 2 Double click on the Windows Firewall icon The Windows Firewall window will appear Action Center Administrative Tools Eg AutoPlay BitLocker Drive Encryption Ei Color Management as Configuration Manager ni Date and Time
16. ended specifications should be used Recommended Minimum Supported Not Supported O iaa PoP oP oto toto ca E EE 5 e KS r OH Microsoft Windows 7 Professional 32 amp 64 bit Microsoft Windows 7 Enterprise 32 amp 64 bit Microsoft Windows 7 Ultimate 32 amp 64 bit Microsoft Windows 7 Home Microsoft Windows Vista Business 32 amp 64 bit Microsoft Windows Vista Ultimate 32 amp 64 bit Microsoft Windows XP SP2 32 amp 64 bit Standalone Machine Server 2 Machine Network Server 3 Machine Network Server 4 Machine Network Server 5 Machine Network Client Terminals Recommended Minimum Supported Not Supported O Standalone 0 u u u u u c c c eE U U U U U of 6 6 6 o 5 0 OE Mac supported on Boot Camp Microsoft Windows 2000 Pro SP Microsoft Windows Server 2000 Windows Server 2000 a S SS pe High speed internet access e g DSL including suitable modem Firewall Windows Firewall must be turned on An Internet connection is required if you wish to use any of our 24ON Products BookME Set amp Forget Marketing BackMEup ConnectME SMS Confirmations An Internet connection is highly recommended for troubleshooting Under minimum specifications performan
17. g the appearance of menus icons backgrounds screen savers some computer sounds See and mouse pointers Taskbar and Start Menu 5 Display Settings Adjust your monitor resolution which changes the view so more or fewer items fit on the screen Ease of Access p 4 You can also control monitor flicker refresh rate 3 Ensure the Default Scale 96 DPI option is selected then click the Apply button followed by the OK button DPI Scaling Default scale 96 DPI more information Larger scale 120 A make text more readable 3 Select Default Scale 96 DPI 4 Windows asks you to restart your computer click the Restart Now button and wait until your computer has restarted before continuing with the next step Otherwise close the Personalise window by clicking on the X button in the top right corner of the window Ensure your Regional Settings are Correct Shortcuts Black draws on certain information provided by your computer about your region If your region is not setup correctly some functions of Shortcuts such as date and time may not work as expected To ensure your Regional Settings are correct 1 Click on the Windows Start button or press Ctrl Esc on your keyboard Select Control Panel or Settings gt Control Panel The Control Panel window will appear im i a Chris Shortcuts Henderson Point Of Salig 5 7 x Tp ID 7 a File Edit
18. hat your computer meets the Minimum Requirements Before beginning it s vital to ensure that your computer meets the minimum requirements for Shortcuts Black 3 Upgrading from Shortcuts V7 3 to Shortcuts Black This final step will take you through the process for upgrading from Shortcuts V7 3 to Shortcuts Black If you would like assistance with your upgrade please complete and return the Upgrade and Training Options flyer included with your upgrade pack or call the Shortcuts Head Office to obtain fee details and to schedule a day and time A typical upgrade should be completed within two hours provided your computer meets the minimum requirements for Shortcuts Black see Ensure that your computer meets the Minimum Requirements on page 3 Should you require additional training in using Shortcuts Black we can provide this along with the installation Please complete and return the Upgrade and Training Options flyer included with your upgrade pack Determine your current version of Shortcuts Before you can start upgrading your software you first need to know which version of Shorcuts you are currently running This will determine which versions of Shortcuts you need to install before you can upgrade to Shortcuts Black To check what is your current version of Shortcuts 1 In Shortcuts press the Shift F1 keys together This will display the information window Note down your version number as indicated in the picture below
19. information such as news time select an entry from the format list and weather details are Current location correct gt Currency 123 456 789 00 Time 5 18 46 PM N Short date 14 12 2008 Customize this format For additional formats keyboards and tools go to the Microsoft website Cea 3 Ensure the details in the Format and Location tabs are correct for your country then click the Apply button followed by the OK button 4 Continue to click the OK button until you return to the Desktop Deactivate User Account Control User Account Control UAC is a feature that was designed to prevent unauthorised changes to your computer in Windows 7 Whenever you run a program or access a part of Windows that could potentially affect your computer s operation UAC will ask you for permission before continuing with the task Any computer purchased from Shortcuts Software that uses Windows 7 will have UAC turned off UAC may interfere with your proper running of Shortcuts and has been known to cause issues with other applications If you are using your own hardware to run Shortcuts you will need to deactive UAC via the following steps 1 Click on the Windows Start button or press Ctrl Esc on your keyboard Select Control Panel or Settings gt Control Panel The Control Panel window will appear 2 Double click on the User Accounts icon The User Accounts window will appear Y Action
20. lation upgrade Ensure any virus scanners have been switched off or disabled before attempting to install or upgrade your copy of Shortcuts If your virus scanning software is setup to automatically load on start up you will need to turn off this option temporarily Refer to your respective virus scanner s user manual for how to turn off or disable your software A Remember to turn on your virus scanning software again once you have finished installing Shortcuts Are you installing on a Network If you are upgrading Shortcuts on a network please read the Networking Shortcuts document and follow all instructions contained within before proceeding with your upgrade This document is located on your Shortcuts CD under Installation Instructions 15 Upgrading from Shortcuts V7 3 to Shortcuts Black This section will take you through the steps necessary to upgrade your copy of Shortcuts V7 3 to Shortcuts Black You will need to run a Hardware session and back up your Shortcuts data as part of the procedure This will ensure that your data will not be lost if the upgrade process fails at any point A If you are running a network all computers MUST be upgraded to Shortcuts Black before you attempt to run the new software The server main computer must be upgraded first followed by the client computers Ensure that Shortcuts is not running on any other computer while you are upgrading a computer as this will cause problems Note that you
21. lick OK to begin installing these requirements Status Requirement Pending Microsoft NET Framework 3 5 SP1 Click Install to continue instal J Cancel 17 4 The Preparing to Install window will appear as Shortcuts gathers all necessary information Please be patient as this may take a minute or two Shortcuts Point Of Sale InstallShield Wizard Preparing to Install s Setup is preparing the s which will guide you through the program setup process Please wait Configuring Windows Installer Cancel 5 The Shortcuts Point of Sale InstallShield Wizard window will now appear Read the instructions on screen J shortcuts Point Of Sale InstallShield Wizard es Welcome to the InstallShield Wizard for Shortcuts Point Of Sale The InstallShield R Wizard will install Shortcuts Point Of Sale on your computer To continue click Next Click Next to continue WARNING This program is prote ted by copyright law and international treaties 7 Rack lt Dac 6 When ready click Next to continue The License Agreement window will appear SFAR eer TE se ag eter FH shortcuts Point Of Sale InstallShield Wizard License Agreement Please read the following license agreement carefully Select the 1 accept DO NOT CLICK ON THE ACCEPT BUTTON AT THE END OF THIS DOCUMENT OR R DOWNLOAD THE SOFTWARE UNTIL YOU HAVE READ AND ACCEPTE
22. of your computer name click on the Computer Name tab r System Pro mn et Sn Rtn Windows the following information to identify your computer on the network Computer description For example Kitch omputer or Mary s Computer Full computer name BNEOO1_ Vista shortcut local 4 CI IC k on Domain shortcut local Co m puter N ame To use a wizard to join a domain or workgroup click Network ID Network ID Seuss To rename this computer or change its domain or Change workgroup click Change 5 Click the Change button 5 Click the Change button The Computer Name Domain Changes window will appear More Corpus aE BNEOO1_ Vista Full computer name BNEOO1 Vista shortcut Joc 6 Check the name Member of Domain shortcut local O Workgroup 6 Check your computer name to ensure that it is not longer than 15 characters If your computer name is longer than 15 characters change it to one that is shorter than 15 characters then click the OK button until you are back at the Windows Desktop Otherwise click the OK button until you are back at the Windows Desktop 7 Double click on the Computer icon on your Windows desktop The Computer window will appear 8 Click on the icon representing the hard drive you wish to install Shortcuts to The hard drive s details including free and used space will be displayed on the screen Ensure that you have at leas
23. om InstallShield Wizard Completed The InstallShield Wizard has successfully installed Shortcuts Point Of Sale Click Finish to exit the wizard Click Finish A If you are running Shortcuts on a network you need to upgrade your client computers to the new version as well To do this simply follow the same procedure as you did for installing Shortcuts on the server Pay particular attention to Step 9 A If you are experiencing problems with your receipt printer and cash drawer you may need to run the Hardware program and re enter the settings you took down in Step 2 on page 16 To access the Hardware program simply click on the Hardware icon located in the Setup Menu of Shortcuts 15 Double click on the Shortcuts icon on your Desktop to run Shortcuts Re authorising your copy of Shortcuts Black 1 You will need to re authorise the software as part of the upgrade process When you have finished installing Shortcuts Black start Shortcuts by double clicking on the Shortcuts icon on your Desktop Shortcuts Point Of Sale 2 If you are connected to the Internet at the time of your installation you do not need to do anything Shortcuts will automatically connect to our head office servers and download your license Simply start Shortcuts and enjoy If you are not connected to the Internet however a License Authorisation Warning window will appear 10 days remaining Shortcuts Software has set your use of Shortcu
24. onnected w Troubleshoot my network a x Home or work private networks Not Connected ia EJ Public networks Connected 4 Look through the list and ensure that the following exceptions are ticked e Shortcuts exe e ShortcutsServices exe e Shortcuts Communication Server Server machine only e LicenseServer exe e e POSOnlineMarketing exe Allow programs to communicate through Windows Firewall To add change or remove allowed programs and ports click Change settings What are the risks of allowing a program te communicate oe Change settings 1 For your security some settings are managed by your systern administrator Allowed programs mee ll 4 Tick the appropriate options Domain Home Work Prie Public Group Policy ae ae LI O Yes W AudtiSoftware O 1 w Yes W AudtiSoftware O Yes Ol BranchCache Content Retrieval Uses LI O O No O BranchCache Hosted Cache Client U O LJ O Mo LJ BranchCache Hosted Cache Server U O Ll O No LJ BranchCache Peer Discovery Uses LI LI Mo LJ Connect to a Network Projector O O Ll No Core Networking No O Distributed Transaction Coordinator LI LI O Mo O File and Printer Sharing O O O Mo T Details l Remove 5 Click OK Allow another program Cancel 14 5 Click the OK button to save your changes Turn off any Virus Scanning Software Some virus scanning software may interfere with your Shortcuts Black instal
25. ou wish to change the installation directory which we do not recommend or customise which features of Shortcuts are installed If you are using the Complete option go to Step 12 If you have purchased the BookME feature or wish to install the Payment Processor feature of Shortcuts click to select the Custom option then click Next to continue The Custom Setup screen will appear Go to Step 11 19 11 10 install the BookME Agent click to expand the Program Files tree then click on the Online Booking option and select the This feature will be installed on local hard drive option x J Shortcuts Point Of Sale InstallShield Wizard Custom Setup Select the program features you want installed Click on an icon in the list below to change how a feature is installed g Program Files Feature Description fc Data Agent Shortcuts Online Booking Feature Select eel gt 4 Shortcuts Online Booking n ecessa ry This feature will be installed on local har rive featu res a 38 This feature and all subfeatures will be installed on local hard drive x This feature will not be available Click Next to continue Change lt Back a next gt Space Cancel C Program Files Shortcuts Software Point Of Sale Help Install to To install the Payment Processor feature click to expand the Program Files and Extra F
26. ove requirements Ensure your Computer is Running in Normal Sized Fonts Shortcuts Black is optimised to run with Normal sized fonts If you have setup your PC to use a font size of Large or Custom text may not be displayed properly when running Shortcuts Black To check whether your computer is using Normal sized fonts 1 Right click on the Desktop and select Personalise from the pop up menu that appears The Personalisation window will appear 1 Select Personalise View Sort By Refresh Paste Paste Shortcut Undo Delete Groove Folder Synchronization Tasks x Personalize appearance and sounds Change desktop icons 1 g Window Color and Appearance Adjust font size DPI Fine tune the color and style of your windows Desktop Background Choose from available backgrounds or colors or use one of your own pictures to decorate the desktop Screen Saver Change your screen saver or adjust when it displays A screen saver is a picture or animation that covers your screen and appears when your computer is idle for a set period of time Sounds Change which sounds are heard when you do everything from getting e mail to emptying your Recycle Bin Mouse Pointers Pick a different mouse pointer You can also change how the mouse pointer looks during such activities as clicking and selecting gt Theme Change the therse Themes can change a wide range of visual and auditory elements at one time includin
27. t running Yes Mo 8 Click the Yes button to exit the license server Finally restart the license server Start Button gt All Programs Programs gt Shortcuts Software gt Point of Sale LicenseServer 23 Shortcuts Software Shortcuts Software All rights reserved www shortcuts net www shortcuts co uk www shortcuts com au p 44 O 161 972 4900 7777 Center Avenue Suite 100 Huntington Beach CA 92647 0 1 714 622 6600 Fortitude Valley Qld 4006 D 6560 49854 5252 Dalton House Dane Road Sale Cheshire M33 7AR 166 Knapp Street NORTH AMERICA UNITED KINGDOM AUSTRALIA We 0 Y IGS 0 ADs SHS Gy EE y My s D W Gore G Gor RRI E Maer Ger gt igre K io Ge y en My Een lt AS HA GENO gt 5 Wass wens sian whe ex AAR se se O WE Dead Ved 4 WS Ge Sy 1 ae 1 2 oy ny gear eae Be BOG Be i ee E a athens KT at BOY Ge gs ED G ae e GAS thee Mead DE Ee Exo 1 eR ee G ee 9 gta Ged a eH es att gt gt 11 AER NUD Bead a BRR 4 at ae 72 E a Zi R K WANG CEN KE we o My es at SS oe k Ke dyer Ce ER WK r les gies mi i SS Ss rae agi Mie 2 4 6 E K Nea ed ghee qa Ge Ss gt
28. t the minimum amount of free space available on your hard drive oe Bi Organize t Views v wes System properties Uninstall o 5 gram veer network drive gt gt Name Type Total Size Free Space IE Documents Hard Disk Drives 3 Pictures 3 Music 12 More Shared Drive E Folders v 2 J RECTLY El Desktop Ef Help Desk Test J Public n DVD RW Drive F Computer 0 bytes free of 73 4 MB Devices with Removable Storage 1 amp Vista C XP D Ta Shared Drive E l 8 Your hard drive details are 8 Control Panel 1 displayed here amp Recycle Bin Computer 9 If the details are not displayed as shown in the above screenshot right click on the hard drive you wish to install Shortcuts to and select Properties from the pop up menu that appears Ensure that you have at least the minimum amount of free space available on your hard drive Vista C Properties 1 0 7 Security _ Previous Versions als Quota General Tools Hardware Sharing g Type Local Disk File system NTFS 9 Your hard drive s disk space appears here 5 Used space fa Free space Capacity 53 809 766 400 bytes 50 1 GB lt gt Compress this drive to save disk space Disk Cleanup Z Index this drive for faster searching ok reel A Only continue if your computer s meet the all of the ab
29. the server computer to Shortcuts Black before upgrading the client assistance A A 1 Close Shortcuts and any other programs that may be running on all computers 2 Insert the Shortcuts Black CD into your CD ROM drive and wait a few seconds The Install window If the Install window does not appear click Start or press Ctrl amp Esc on your keyboard then select Run The Run window will appear In the Open dialog box type D install exe where D is the letter assigned to your CD ROM drive Click OK The Install window will appear ar EES E ARA E Shortcuts File INSTALLATION INSTRUCTIONS SHORTCUTS Salon amp Spa Software LE I Sh SE BA py 5 1 ae Ol CO 4 Si ff FF be sei INSTALL SHORTCUTS BLACK PREVIOUS INSTALLS DOCUMENTATION 3 Click on Install Shortcuts Black 3 Click Install Shortcuts Black to begin the installation Your computer may require installation of several components to make it compatible with Shortcuts If this is the case an InstallShield Wizard window similar to the following will appear Simply click I nstall to continue A progress bar will be displayed at the bottom of the window Please be patient as it may take a while for the components to be installed Shortcuts Point Of Sale InstallShield Wizard Shortcuts Point Of Sale requires that the following requirements be installed on your a computer prior to installing this application C
30. tings are Correct asas 9 Deactivate User ACCOUNT CONN aati 10 TUN veniam A ROSES 11 Adding eae d an ease ak eels deed 13 TURD OT any Virus Scanning SOMW aC eiice esses a 15 Are you installing on a Network sss 15 Upgrading from Shortcuts V7 3 to Shortcuts 16 GC SCSSION wae Sanaa e Shae A 16 BackUp VOUr Shortcuts Cota i ives a a 16 JOO raGinG TOP SNOS BIC wae aR 17 Re authorising your copy Of Shortcuts Black sass 21 Manually Downloading VOU License Fillens tere Sasa 22 Getting Started Welcome to the Upgrading to Shortcuts Black I nstallation Checklist This document will take you through the steps necessary to upgrade your copy of Shortcuts V7 3 to the latest version of Shortcuts Black In order for you to be able to upgrade to Shortcuts Black you will need to be running Shortcuts V7 3 version 7 3 30 or higher on your computer The steps you need to perform are as follows 1 Determine your current version of Shortcuts This step will determine which of the following steps you need to start at in order to upgrade to Shortcuts Black A If you have any version of Shortcuts that is earlier than 7 3 30 contact the Shortcuts Helpdesk for assistance see Determine your current version of Shortcuts on page 2 for more information 2 Ensure t
31. ts Point of Sale to expire in 10 days as we believe you are no longer correctly licensed to use our software Please contact Shortcuts at your earliest convenience to correct this situation Your license is expiring Please contact Jane on 1300 66 73 4 to renew your license Activation Code Done Ask Later 3 The License Authorisation Warning window contains an Expiry Code Call the Shortcuts Helpdesk and quote this expiry code to the technician 4 The Helpdesk technician will issue you with an Activation Code which you must enter correctly into the Activation Code field A If you are running a network note that only the server requires an activation code 21 5 Click the Done button to complete the authorisation process and start using Shortcuts Congratulations You have successfully upgraded your computer to use Shortcuts Black Remove the CD from your CD ROM drive place it back into the CD case and store it in a safe place We also recommend viewing the What s New in Shortcuts Black document on the CD under the Documentation menu so you can see what are the newest features of Shortcuts Manually Downloading your License File Shortcuts will automatically download the latest version of your license file whenever you start it If you need to manually download your license file however you can do so via the following process 1 On the Windows Task Bar you will see the License Server Tint ka 1 57PM Click
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