PB 6 Conv Gd
Contents
1. Eagle Systems ProtoBase Release 6 Software Conversion Guide a ACTIVANT EL2163 02 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 EL2163 02 Publication Date June 2008 Table of Contents OVERVICW a escent eet eck chase ec cte ge cece eta ec ctce chads AE ataeesusesicaduad sutaestzasdcuacas secefuatesscuazanededtactre 1 Additional RESOUICES cceceeeceeeeeeeeeeeeeee seen seen see anandia neee eee pinnana iaraa gneeeeegseeeeeengneaeeeenseeeeenseeeeeennes 1 Secure Passwords RequireMen2. User pbadmin Enter Password pbadmin Enter new password pbadminl Confirm new password pbadminl e At Enter User type pbadmin and press lt Enter gt e At Enter Password type pbadmin and press lt Enters gt This is the Administrative user password usually used on Activant Eagle systems ProtoBase 6 Conversion Guide Activant strongly recommends that you use the suggested default password pbadmin1 to complete the install e At Enter new password type pbadmin1 and press lt Enter gt 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 install 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 16 The system continues the upgrade process and in a few minutes a message displays that the software has been successfully installed Press lt Enter gt when you see that message 17 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 ap
3. ams Y N type a Y and press Enter 8 After copying programs the following screen displays COMMANDS Cancel Setup Press lt ENTER gt to exit or Make a selection Press lt ENT 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 are lower case Various status messages then display on the screen A series of questions then display Carefully read and answer each one to ensure that proper precautions have been taken and the upgrade will be successful Continue with the next steps to answer the questions ProtoBase 6 Conversion Guide 9 Your Activant account number displays Verify that this is your correct account number and then press lt Enters gt If the account number is not correct type your correct account number and then press lt Enter gt 10 If you receive the message do not proceed until you have met the following criteria press Enter to proceed Then type Y and press Enter when you are asked if you have a backup The install process resumes Important If you are already running RealVu version 6 00 with ProtoBase 4 05 4 06 etc you may not see all of the questions in steps 10 through 12 below 11 When asked if all offline transactions have been uploaded to the Eagle system type Y and press lt Enter gt One of the tasks you completed prior to the install was to check for offline POS tran
4. ces If you have questions about the install 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 o From their website http Awww protobase com To learn more about PCI requirements hover over the Support link and from the sub menu click Security o 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 vi
5. deos Click a title to launch and watch the video e RealVu Users Guide RealVu a software application that replaces PBADMIN has a User s Guide available on the CD you received with this manual You can open and or save the User s Guide on any PC e Eagle 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 Also 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 install one of the procedure steps will require you to enter a current valid administrator password Then you will be prompted to change it The install program will provide the current administrator password as well as a suggested replacement To complete the install process Activant recommends that you use the suggested replacement for the administrator password Then once the install is successfull
6. ealVu RealVu is the software application that you will now use instead of PBADMIN The easy to use interface of RealVu allows you to complete the same tasks that you did in PBADMIN such as verifying autosettle and adding deleting transactions 1 At the client PC insert the ProtoBase Credit Authorization Optional Software CD into the drive The CD will usually auto run and display a screen showing a number of folders icons If the CD does not auto run double click the My Computer icon on the desktop and then double click the CD drive to open the folder File Ed Help D B Peuh roes F File and Folder Tasks PED this folder to the Wed K Shere this folder Other Places d My Computer CH My Documents E My KHetwsch Caran Locate the install exe file by double clicking each of the following folders in succession realvu then disk1 then InstData then noVM Once you ve located the install exe file double click it to start the install The following window displays Click Next to continue Ve RealVu Installer Introduction InstallAnywhere will guide you through the installation of Real u 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 cl
7. icking the Cancel button Cancel ProtoBase 6 Conversion Guide 4 The License Agreement window displays Click the option button to indicate you accept the agreement Then click Next to continue 5 The Choose Install Folder window displays Use the default location that displays Click Next to continue Choose Install Folder Where Would You Like to Install C sdelpbase Restore Default Folder 6 The Pre Installation Summary window displays Review the information that displays Then click Install to continue Status dialogs will display as the various modules are installed 7 After a few minutes the Install Complete window displays Click Done to close the window Install Complete Congratulations RealVvu has been successfully installed to Cisdcipbase Press Done to quit the installer 8 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 gt Southern Datacomm Products gt RealVu 2 The following Login dialog displays PbAdmin Login User Name Password Connect to Port k Location Version 6 00 11 Fill in the fields as follows ProtoBase 6 Conversion Guide e User Name type STORE1 Note There are specific User Name accounts that must be kept do not delete them they are re
8. plication replaces the PBADMIN program that you used with earlier versions of ProtoBase For detailed information about RealVu refer to the RealVu 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 titted ProtoBase Credit Authorization Optional Software Version 4 04 PB 6 00 11 Note the version number you receive could be higher Install Java Before you can install the RealVu software Java software must be installed on the PC Java is available on the same CD as RealVu 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 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 Open the Java folder and double click on the Java icon java exe file 4 Follow the prompts to install Java ProtoBase 6 Conversion Guide Install R
9. quired by the Activant Eagle Advice Line to assist you in supporting and troubleshooting this application The required user names are STORE1 pbadmin and activant Do not delete these User Names e Password type STORE1 Note 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 At that time create a strong password at least 8 characters long with at least one number or special character In any new passwords that you create for use with this application do not use STORE1 as a password 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 e Connect to type 192 168 1 1 or the IP address that you noted on Page 2 step 3 e Port type 9292 e Location leave this blank 3 Click OK A Welcome dialog displays click OK After a few moments the RealVu window the Start Page displays P lt ProtoBase Administrator Start Page DAR jien fil History Month Batch o1 o7 02 07 03 07 04 07 05 07 06 07 n 07 07 ES S ez DEPOSIT 08 07 e ST WIZARD 09 07 10 07 ER Souler Bes 86 159 66 165 169 Add Users You must now add individual user accounts so
10. racters in length and contain a number or special character If you are adding a User Record for a store employee other than yourself select the Force Change checkbox The password you enter is then temporary and the user must change it when he she logs on for the first time Once set a password is good for 90 days After 90 days a prompt displays to change the password This happens automatically Each time you change your password write down the password and place it in a secure location in case it is needed for future reference e Group From the drop down list select the STORE that you want this user to be able to access If you are multistore and you want this user to have access to all stores select Test Group e Remaining fields Set the remaining fields that apply to this user If you want to select most of the fields any easy way to do this is to select the All Yes tab Then you must unselect Purge Database Chargeback Setup and Group Setup Only the Eagle Advice Line should have an account that can access these options 4 Click OK 5 Repeat the process to add other user accounts After that is complete you are then finished with the conversion 10
11. refer to the Eagle online help topics Open the Point of Sale book gt Offline POS book gt Uploading Transactions After Using Offline POS book gt Verifying the Upload 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 install process 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 install process 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
12. sactions If you did not and if offline POS transactions do exist then any credit card transaction in that offline file will not be settled when you later upload the offline transactions A message displays that the system is checking for any unsettled transactions 12 When asked if you have a current backup type Y and press lt Enter gt One of the tasks you completed prior to the install was to check for a current backup 13 The following screen displays Months of history keep The selected months of history to keep represents the number of prior months of history In other words the current month plus the selected number of prior months of history are kept The PCI standard recommendation is to keep 6 months of history The EAGLE recommendation is 12 months However if your business operation requires more you can select to keep up to 24 months of history Keeping more months of history increases the ProtoBase Optional Software Conversion time If you have any questions please call Customer Support for assistance Months of history to keep q to quit default 12 At the prompt type the number for the number of months you want to keep For example if you want to keep 12 months type 12 Then press lt Enter gt 14 When you receive a login warning that only 2 attempts to log in will be allowed type Y to continue and press lt Enter gt 15 The following Password screen then displays Enter
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14. that each user logs on to the application with their own specific User Security You must do this for PCI Compliance regulations ProtoBase 6 Conversion Guide Complete the following procedure immediately after you display the RealVu window 1 On the toolbar click the Administration button 2 From the option pane click User Security The User Security dialog displays User Security Login Password Locked Out Force Change Name Verify Group Y General Select Transaction Configuration General M Modify J Chargeback I General Setup ProtoBase Configuration Detail Decrypt Cards User Security Location Setup Void Retum J Print Configuration Database Management Deposits i Chargeback Setup Purge Database Deposit Transactions View Deposit Log Group Setup Time out History Disable jis Minutes Search Transfer l Reports Reports Cashier Other Reports J Summa Detail Extended I Server Tip Report M Auth Date and Time Terminal Deposit Status M Incremental Auth Report M Summary Detail Extended Stored Value System Compliance Report Card Type M Summary Detail I Chargeback Report I Custom Reports Merchant Key Summary J Detail I DCC Report Cancel User Report 3 Click the Add button upper right corner of the dialog Then fill in the following fields e Login Name Password and Verify Password again Password must be a minimum of 8 cha
15. 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 System The install does require a quiet system with no activity on any of the terminals no reports processing and no system tasks active The install 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 You can ensure a successful conversion 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 ve entered before you type the next entry Important e 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 the Eagle CPU e When typing any numbers during the procedure you must use the numbers located above the letters on your keyboard Do not use the number keypad on the right side of your keyboard 1 If you are r
16. u 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 OSPREY 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 C 192 168 1 1 VETHS a ess 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 Hop count metric l 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 4 Press lt Enter gt to exit the screen At Selection type EXIT and press lt Enter gt to exit Osprey ProtoBase 6 Conversion Guide Upload Offline POS Transactions If you have any offline POS transactions they must be uploaded to the Eagle system before you continue with install process 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
17. unning 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 ProtoBase 6 Conversion Guide 2 Type NEWSOFT at the console login prompt and press lt Enter gt 3 The Welcome to NEWSOFT screen displays This screen contains information about the NEWSOFT procedure You must read the screen and understand the instructions before you continue 4 Atthe 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 lt Enter gt A warning message alerts you that your system will be going down in 30 seconds 5 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 6 Amessage displays Insert the program CD into the CD ROM drive and press lt ENTER gt Insert the ProtoBase Credit Authorization Optional Software CD and press lt Enter gt 7 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 This selects the ProtoBase package A message displays Copying programs It takes a few seconds for the copying programs routine to complete Important If you receive the message Do you want to refresh progr
18. y 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 ProtoBase 6 Conversion Guide When to Complete the Install The install does require 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 install 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 as long as no activity has taken place on the system since the night before The ProtoBase install can take from 15 minutes to several hours to complete depending on the amount of history and speed of the system The RealVu client install takes about 5 minutes to complete per terminal You can choose which terminals on which to install the client Tasks Prior to Install 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 install Verify Account Number During the install procedure you will be asked to verify your Activant account number This is the same account number yo
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