ProtoBase ver 6 Conversion Guide
Contents
1. ProtoBase 6 Installation Guide When to Complete the Installation The installation requires a quiet system with no activity on any of the terminals no reports processing and no system tasks active The best time to complete the installation is after the store is closed and backup Shutdown and all end of day reports have completed processing Or in the morning prior to opening the store provided no activity has taken place on the system since the night before The ProtoBase installation can take from 15 minutes to several hours to complete depending on the amount of history and speed of the system The RealVu client installation takes about 5 minutes to complete per terminal You can choose which terminals on which to install the client Tasks Prior to Installation Before you install the ProtoBase software package you must complete the following tasks e Verify your Activant account number e Obtain Eagle system IP address e Upload offline POS transactions e Settle any transactions e Complete a successful backup e Ensure system is quiet and ready for installation Verify Account Number During the installation you will be asked to verify your Activant account number This is the same account number you use when placing a call to the Eagle Advice Line Obtain IP Address Complete the following steps to determine your Eagle system IP address 1 From the Main Menu or from Network Access at the Function prompt type OSP2. Training Browser Check your local installed Training Browser or the web version of the Training Browser for ProtoBase training materials The web version of the Training Browser is available from the Eagle Customer site http www activant com eaglecustomers eagle_main_support html Click the link for Eagle Training Browser From the Training Browser home page click the App Maps link and then click the ProtoBase icon e Eagle Online Help Topics are available from the Eagle online help From the Contents tab click to open the ProtoBase book Open the Job Aids book and then open the ProtoBase book Secure Passwords Requirement Starting with ProtoBase version 6 strict enforcement of passwords is required to protect credit card data As you progress through the ProtoBase installation one of the procedure steps will require you to enter a current valid administrator password Then you will be prompted to change it The installation program will provide the current administrator password as well as a suggested replacement To complete the installation process Activant recommends that you use the suggested replacement for the administrator password Then once the installation is successfully completed you can update the password using the RealVu client application If you choose to update the administrator password write it down on a separate piece of paper Then place the piece of paper in a secured location with limited access
3. process described in this document contact the Eagle Advice Line at 800 322 3077 Various resources are available to assist you in learning more about the ProtoBase version 6 release the RealVu client application and PCI compliance requirements Refer to any of the following to learn more e eLearning offerings From the Eagle Customer Site http www activant com eaglecustomers eagle_main_support html click the link for Learning Solutions This is your entry to the many training seminars available Look for any related to ProtoBase and sign up for those that interest you e SDC offerings ProtoBase is a third party software application from Southern DataComm SDC that Activant integrates into the Eagle system SDC offers a variety of training materials e From their website http Avww protobase com To learn more about PCI requirements click the Security link near the top of the page e From their training website http training protobase com Access SDC s training materials for ProtoBase version 6 and RealVu There is no fee for using these materials The first time you access the page you will enter login information After that just click the here link to go directly to the material On the Welcome page use the drop down list to select software and version PbAdmin and RealVu v6 0x A page displays with a list of available CBTs training videos Click a title to launch and watch the video e Eagle
4. read and answer each one to ensure that proper precautions have been taken and the installation will be successful The next steps will help you answer the questions When your Activant account number displays verify that this is your correct account number and then press lt Enter gt If the account number is not correct type your correct account number and then press lt Enter gt At Enter new password type pbadmin1 and press lt Enter gt ProtoBase 6 Installation Guide 10 At Confirm new password type pbadmin1 and press lt Enter gt For more information about passwords see the earlier section in this document Secure Password Requirement Remember you have the option to change these default passwords after the installation is complete If for some reason you decide to not accept the defaults and you enter your own Administrative Password on this screen write it down now on a separate piece of paper Then place that paper in a secure location 11 When you see a message that the software has been successfully installed press lt Enter gt 12 Remove the CD from the drive They system will automatically reboot When the console login displays the system is ready for normal business use Continue with the next section to install the RealVu client software Install RealVu Software The RealVu software application replaces the PBADMIN program that you may have used with earlier versions of ProtoBase For detail
5. Eagle Systems ProtoBase Release 6 Software Installation Guide For Activant Version 4 0 or higher with RealVu a ACTIVANT EL2176 This manual contains reference information about software products from Activant Solutions Inc The software described in this manual and the manual itself are furnished under the terms and conditions of a license agreement The software consists of software options that are separately licensed It is against the law to copy the software on any medium or to enable any software options except as specifically permitted under the license agreement In addition no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Activant Solutions Inc From time to time Activant makes changes to its software products Therefore information in this manual is subject to change and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you Created by Learning Products and Education Activant Solutions Inc 7683 Southfront Road Livermore CA 94551 Publication No EL2176 Publication Date March 2008 Table of Contents EENEG esse cee eet acc cate A A A A E A 1 Additional RESOUICES ccccseecceesseeeeeenseeeeeenseeeeeensneeeeeensneeeeenseeeeeenaneeeeensueeeeensueeeeensaeeeeeenseaesesseeeeeenens 1 Secure Passwords Require Ment ccceccceseceesseeeeeeeeeeseeesseesesee
6. REY and press lt Enter gt At Password type AVATAR and press lt Enter gt 2 At Selection type GETIP and press lt Enter gt The Network Configuration screen displays etwork configuration E 192 168 1 1 TETHS aaaress 192 168 1 Host address l Network address mask 255 255 255 0 Broadcast IP address 192 168 1 255 Router IP address 192 168 1 253 l Hop count metric Domain Name eagle hardlines net Search domain s none Nameserver s none Static route s none Please press lt Enter gt to continue E 3 On the screen locate the IP address field and write down the number for your system here You will need this address later to help you open RealVu ProtoBase 6 Installation Guide 4 Press lt Enter gt to exit the screen 5 At Selection type EXIT and press lt Enters gt to exit Osprey Upload Offline POS Transactions If you have any offline POS transactions they must be uploaded to the Eagle system before you continue with installation If you recently used offline POS follow your normal process for uploading offline POS transactions to the Eagle system Use your normal methods to verify the upload was successful For more information about verifying the upload of offline transactions refer to the Eagle online help topics In online help open the Point of Sale book then the Offline POS book Then select Uploading Transactions After Using Offline POS book and finally Verifying the Uplo
7. ad of Offline Transactions topic Settle Transactions Prior to installing the ProtoBase software all existing transactions must be settled Follow your normal process to settle transactions Verify that the settlement was successful Check PBADMIN and verify that there are no unsettled credit card transactions on file in your Eagle system The transaction file must be empty before you continue with the installation If you find any unsettled transactions you must either manually perform a settlement now or wait until after auto settle has occurred and PBADMIN is clear and then resume the installation For more information about manual settlements refer to the Eagle online help topics Open the ProtoBase book and then open the Credit Card Settlement topic Complete a Backup Prior to installing the ProtoBase software you must have completed a successful backup Like the backup you complete every day it is a precaution in case you have to restore data No activity should have occurred on the system after you complete the backup and then install the ProtoBase software If activity did occur for example after Shutdown you had to manually settle transactions then you must complete another backup Prior to installing the ProtoBase software check Function MBC from the Main Menu or from Network Access Verify that the last backup with successful If it was not successful complete a manual backup before you continue Ensure Quiet Syst
8. ed information about RealVu refer to the Rea Vu User Manual written by Southern DataComm Inc You decide which PC on which to install RealVu RealVu can be installed on more than one PC Only the PCs on which you install RealVu will have access to the ProtoBase functions that you previously accessed via the PBADMIN program To install RealVu on a client PC you must complete the following tasks e Install the Java client e Install the RealVu software e Open RealVu and fill in the Login dialog Use the CD provided by Activant titled ProtoBase Credit Authorization Optional Software Version 4 04 PB 6 00 11 If your CD has a higher software version number it is OK to proceed with the installation Install Java Java software must be installed on the PC before you can install the RealVu software Java is a program from Sun Microsystems Java is also known as the Java Runtime Environment JRE and Java Virtual Machine Even if Java is already installed on your PC still follow the steps in this section The process will confirm that Java is installed and if needed install the latest version 1 On the PC open an Internet browser window Go to this web address http www java com en download index jsp Click the button for Free Java Download and follow the on screen instructions After getting the message that Java was successfully installed close the Browser window Open the Browser window and open the Java page htt
9. eeneeeeeesesesnaesasneeeeeeeeescaeseseaeenseeeeeeeseees 1 When to Complete the Installation ccccccesseeseeeeeeeeeeeneeesneeeesneeeneeeeseaesesaaesaeeeeeseeseseaesaseeeeeeeeeees 2 Tasks Prior to Installation ccccseeeeeeseeeeeeeeeee seen eeee seen neee eee neee eee neee see neeeeeegseeeseenanaeeeenseeeeenneeeeeenees 2 Verify Account Numbers iieri uan AEN tie eet Qe ee tee 2 Obtain IP Address eene ties leeds AER eden 2 Upload Offline POS Transactions cccceccceceeececeeeeeeeeceeeeeeeeeeeeaaeseeneeseaeeeseaeeseaaeseeeeeseaeeeeaeeseneeeeaes 3 SEttle TFANSACUOMS EE E E E E de Regen tite leads Pave dE E 3 Complete A BACKUP ET 3 Ensure Quiet Syste Musiini ate Be aes eee Meed atl avai diene gave ee aves 3 Install ProtoBase Software PackaQe cseecceseesseeeeseeeeneeeeeseeeseneeeeneeeeseaeseseaesaseeeeseesaseaesasneeeeeeeees 3 Install RealVul Software SEENEN EES ee Eer 5 petite reese Wide hia a te a ee ad 5 Install Health did deni elie dei le eee 6 OPEN RAV Wet eee EEN 7 ProtoBase 6 Installation Guide Overview This document describes the process to install ProtoBase version 6 on an Activant 4 0 or higher system with RealVu Read this entire document before you begin the process to ensure a successful installation It is important to type commands exactly as they are shown Upper and lower case letters are read differently by the system Additional Resources If you have questions about the installation
10. em The installation does require a quiet system with no activity on any of the terminals no reports processing and no system tasks active The installation process will automatically quiet the system quitting any signed on users terminals and terminating any active tasks Install ProtoBase Software Package Complete the procedure steps in this section to install the ProtoBase software package Use the CD provided by Activant titled ProtoBase Credit Authorization Optional Software Version 4 04 PB 6 00 11 lf your CD has a higher software version number it is OK to proceed with the installation You can ensure a successful installation by taking your time read each step before you proceed and type any commands exactly as shown in the procedure step Upper case and lower case letters are read differently by the system Be careful deliberate and do not type ahead wait for the system to respond to a command that you have entered before you type the next entry ProtoBase 6 Installation Guide This procedure must be completed from the Eagle system console terminal The console is the terminal that plugs directly into the back of the CPU It is within a few feet of the Eagle CPU 1 If you are running applications on the console exit to the Main Menu At the Main Menu type QUIT and press lt Enter gt You are now at the console login prompt Type NEWSOFT at the console login prompt and press lt Enter gt The Welcome
11. ment window displays Click the option button to indicate you accept the agreement Then click Next to continue The Choose Install Folder window displays Choose Install Folder Where Would You Like to Install Cr sdc pbase Restore Default Folder 6 Use the default location that displays Click Next to continue The Pre Installation Summary window displays 7 Review the information that displays Then click Install to continue Status dialogs will display as the various modules are installed After a few minutes the Install Complete window displays ProtoBase 6 Installation Guide Install Complete Congratulations RealVu has been successfully installed to Cisdcipbase Press Done to quit the installer 8 Click Done to close the window 9 Remove the CD from the drive and continue with the next step to launch RealVu Open RealVu Complete the following steps to open the RealVu application window and fill in the Login dialog 1 Atthe PC from the Start menu click All Programs then Southern Datacomm Products then RealVu The RealVu Login window displays PbAdmin Login User Name Password Connect to Port Location Version 6 00 11 2 Fill in the fields as follows e User Name type pbadmin e Password type pbadmin e Connect to type 192 168 1 1 normal system default or the IP address that you noted on page 3 step 3 e Port type 9292 e Location leave
12. p www java com en download index jsp 5 Click the link for Do have Java and on the next page click the button for Verify Installation In a few moments a Congratulations message displays indicating that Java is installed and verified 6 Continue with the next section to install RealVu ProtoBase 6 Installation Guide Install RealVu RealVu is a software application that you will use to manage transactions configuration and users The easy to use interface of RealVu allows you to complete a variety of tasks such as verifying autosettle and adding deleting transactions 1 Atthe client PC insert the ProtoBase Credit Authorization Optional Software CD into the drive 2 Double click the My Computer icon on the desktop and then double click the CD drive to open the folder 3 In the realvu disk1 InstData noVM folder locate the install exe file Double click the file to start the installation The RealVu Installer window displays 2 RealVu Installer Introduction InstallAnywhere will guide you through the installation of Realvu 6 00 11 Itis strongly recommended that you quit all programs before continuing with this installation Click the Next button to proceed to the next screen Ifyou want to change something on a previous screen click the Previous button You may cancel this installation at any time by clicking the Cancel button Cancel Click Next to continue The License Agree
13. this blank Note If you have never had Protobase Credit Authorization software on your system a message The attempt to connect was forcefully rejected displays This response is considered normal and will no longer occur once an Activant representative completes your 3 4 ProtoBase 6 Installation Guide file installation If you have never had Protobase Credit Authorization software on your system you have completed the installation Be aware of the following information that relates to passwords e RealVu will prompt you to change the current STORE x password the first time you log in e After 90 days have passed you will again be prompted to change the password This will automatically happen every 90 days e Each time you change the password write down the password and place it ina secure location in case it is needed for future reference Click OK After a few moments in the RealVu window the Start Page displays ProtoBase Administrator Start Page tory Yie L History Month Batch 4 DEPOSITS REPORES 2 e 62 WIZARD 10 07 eS DOUNA Beau 5 Click OK to close and complete the installation
14. to NEWSOFT screen displays This screen contains information about the NEWSOFT procedure You must read the screen and understand the instructions before you continue At the bottom of the screen a message displays Do you wish to install a software package y n default n Type Y for yes and press Enter After a few minutes a message displays on the screen asking you to select the drive to install the programs from To select CD ROM type 2 and press lt Enter gt A message displays Insert the program CD into the CD ROM drive and press lt ENTER gt Insert the ProtoBase CD and press lt Enter gt A screen similar to the following displays SOFTWARE PB4 04 Quit Press lt ENTER gt to select PB4 04 or Quit Make a selection Press lt ENTER gt Press lt Enter gt Enter selects the ProtoBase package the software version may be higher than the example above Then press lt Enter gt again The message Copying programs displays This process takes a few seconds to complete When copying completes the following screen displays COMMANDS Setup Press lt ENTER gt to exit or Make a selection Press lt E Type Setup and press lt Enter gt Be sure to type Setup exactly as it displays on the screen with a capital S and the remaining letters lower case Various status messages display on the screen then a series of questions Carefully
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