Version 3.3 MR2 - Oracle Documentation
Contents
1. Performing a MICROS e7 Upgrade Follow the instructions below to install the MICROS e7 application on a workstation via CAL 1 After performing the upgrade on the PC CAL will automatically update the workstation s Revision B Version 3 3 MR2 October 31 2013 Page 32 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 2 The workstation will reboot after the files have been installed MICROS CAL Busy o 3 If upgrading from MICROS e7 v 2 7 Patch 1 or higher the MICROS e7 installation process is complete and steps 6 13 are not needed If upgrading from MICROS e7 v 2 7 or below proceed to step 4 4 The following message displays and a new encryption key must be generated The key will only need to be generated on one node any node and the key will be changed everywhere Click OK Error O 5 The following prompt displays instructing the user to navigate to the MICROS e7 Configurator Restaurant Credit Cards tab to change the key Click OK Do not change the encryption key now Version 3 3 MR2 Revision B October 31 2013 Page 33 of 46 MICROS e7 Installation Downloading the MICROS e7 Product IMPORTANT The installation process must finish and all workstations must be online before generating the key ferror 6 Navigate to the MICROS e7 Configurator Restaurant Credit Cards tab 7 Change the encryption key by clicking the Generate New Ke2. 10 Run StandAlonelInstall exe CAL installs the MICROS e7 software and reboots the workstation 11 If the Prot g will be used continue with the following steps If not the installation is complete Revision B Version 3 3 MR2 October 31 2013 Page 20 of 46 MICROS e7 Installation Downloading the MICROS e7 Product MICROS e7 PC Installation 12 Exit e7 13 Double click on the e7 standalone install executable again This will install the files needed for the Prot g and the workstation will reboot With MICROS e7 a PC can be set up to run the MICROS e7 ReportsPlus Configurator and Credit Cards modules To use these applications on a PC the NET Framework Version 2 0 or higher must be installed prior to the MICROS e7 PC installation Optionally the PC may be configured to be a CAL server for the MICROS e7 site so that it can be used to update the workstations with the MICROS e7 workstation software Note The NET Framework Version 2 0 or higher must be installed on the PC prior to running the MICROS e7 PC setup program g NET Framework is available for download from Microsoft s web site Firewall Settings If Windows Firewall is enabled during the MICROS e7 setup the system will automatically configure the firewall exceptions needed for the applications to communicate across the network When an application is listed on the Exceptions List Windows overrides the application s security settings and
3. micros MICROS e7 Version 3 3 Maintenance Release 2 ReadMe First General Information About This ReadMe First is an introduction to the new features enhancements and Document revisions added in Version 3 3 Maintenance Release 2 of the MICROS e7 product LEREESLEEEREESE PERERA EE RRES S M PO RIAN icra aaa If using a Prot g the workstation platforms must be upgraded kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk RV AKEREEEREERREEREERKEEREERKA M PO RTANT eae E RAE AR ERE As of e7 Version 3 1 the new feature Enhanced Security must be enabled for all sites running Credit Cards kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk Product information is divided into the following sections MICROS e7 Installation MICROS e7 Version 3 3 Maintenance Release 2 e What s New e What s Enhanced e What s Revised Version 3 3 MR2 Revision B October 31 2013 Page 1 of 46 General Information Declarations Declarations Warranties Although the best efforts are made to ensure that the information in this document is complete and correct MICROS Systems Inc makes no warranty of any kind with regard to this material including but not limited to the implied warranties of marketability and fitness for a particular purpose Information in this document is subject to change without notice No part of this document may be reproduced or transmitt
4. s New 3 On the System tab configure the following fields as per First Data iE cxevc v Hlo Delete Record v i d Gey Number Name System Merchant Authorization Merchant Settlement gt First Data Number 3 Name First Data Driver code RapidConn Node 2 My PC X Name Setting gt Host URL part 1 stg dw us fdenet biz rc Host URL part 2 Host URL part 3 Host URL part 4 Visa MC Voice Auth Number AMEX Voice Auth Number Discover Voice Auth Number Diners Club Voice Auth Number JCB Voice Auth Number e Driver code Select the type of driver For example select RapidConn Node Enter the hosting node for this driver System Enter the appropriate driver settings e Host URL part 1 This information is provided by First Data This field allows a maximum of 25 characters enter the remaining characters in the Host URL part 2 to Host URL part 4 fields This defaults to stg dw us fdcnet biz re e Host URL part 2 If the host URL is longer than 25 characters enter the second 25 characters in this field This field allows a maximum of 25 characters Version 3 3 MR2 Revision B October 31 2013 Page 41 of 46 MICROS e7 Version 3 3 Maintenance Release 2 What s New Host URL part 3 If the host URL is longer than 50 characters enter the third 25 characters in this field This field allows a maximum of 25 characters Host URL
5. startup folder for the e7 exe program Install MICROS CAL Service Installs the MICROS CAL Service on the PC If the CAL server is already installed this choice is greyed out 10 Click Finish to begin installing MICROS e7 11 When finished a prompt will display indicating that installation is complete Click OK 12 Start MICROS e7 13 If this is anew MICROS e7 installation enter the Network location ID and Restore the Database via the MICROS e7 Configurator The Network location ID is used when communicating with the workstations and PC IMPORTANT The Network location ID must be the same for every workstation and PC on the network Note that this entry is case sensitive If this is a MICROS e7 software upgrade CAL will update the workstations and MICROS e7 will start automatically 14 If this is anew MICROS e7 installation or if upgrading from MICROS e7 v 2 7 or below you will need to generate an encryption key after the installation is complete For more information please see the steps outlined on page 34 Revision B Version 3 3 MR2 October 31 2013 Page 38 of 46 MICROS e7 Version 3 3 Maintenance Release 2 What s New MICROS e7 Version 3 3 Maintenance Release 2 What s New A new feature is defined as one that provides capabilities that were not available in previous versions of the application New Features The table below summarizes the new feature included in this version Summarize
6. this version Version 3 3 MR2 Revision B October 31 2013 Page 45 of 46 MICROS e7 Version 3 3 Maintenance Release 2 What s Revised What s Revised A revision is defined as a correction made to any existing form feature or function currently resident in the MICROS e7 product To qualify as a revision the change must satisfy the following criteria The basic form feature or functionality must be part of the previous version of the software The change must replace the current item or remove it from the application Additionally all reported issues that are deemed to be BY DESIGN are included in this section as well These issues will contain the preface BY DESIGN in front of the feature name Revisions There are no revisions in this version Summarized Revision B Version 3 3 MR2 October 31 2013 Page 46 of 46
7. when communicating with the workstations and PC IMPORTANT The Network location ID must be the same for every workstation and PC on the network Note that this entry is case sensitive If this is a MICROS e7 software upgrade CAL will update the workstations and MICROS e7 will start automatically Installing MICROS e7 on the Workstation via CAL Performing a New MICROS e7 Installation Follow the instructions below to install the MICROS e7 application on a workstation via CAL 1 Select Start Navigate to Programs CAL Reconfigure CAL Revision B Version 3 3 MR2 October 31 2013 Page 26 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 2 Highlight the CAL Server and click Next MICROS CAL Select CAL Server 172 28 212 23 MICROS e7 3 Click Save MICROS CAL Select WS Identity e fowo Version 3 3 MR2 Revision B October 31 2013 Page 27 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 4 The workstation will reboot after the files have been installed MICROS CAL Busy po 5 Enter the Network location ID The Network location ID is used when communicating with the workstations and PC IMPORTANT The Network location ID must be the same for every workstation and PC on the network Note that this entry is case sensitive Click OK e7 Network Identification micros Restaurant Management System Revision B Version 3 3 MR2 Octobe
8. workstation 14 Log in to the MICROS e7 Configurator Navigate to the MICROS e7 Configurator Restaurant Credit Cards tab 15 Change the encryption key by clicking the Generate New Key button This button will generate a new pass phrase 16 This operation will fail if there are open checks on the system or if there are offline workstations Do not continue until both of these issues are resolved If the system satisfies these requirements the following verification prompt will appear Generate Encryption Key i Click Yes to continue or No to stop 17 The following verification prompt will appear f Generate Encryption Key Click Yes to continue or No to stop Version 3 3 MR2 Revision B October 31 2013 Page 31 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 18 The following final verification prompt will appear Generate Encryption Key I Click Yes to continue or No to stop The prompting is intended to ensure that the key is not changed accidentally 19 If the key is generated from the PC then an hourglass will display until the process is complete If the key is generated from a workstation then an hourglass will display along with the following dialog box Updating saved encrypted data Please stand by 20 Once this process is complete the dialog box will disappear and the hourglass will return to the normal mouse cursor 21 Click Save
9. 46 MICROS e7 Installation Downloading the MICROS e7 Product Double click on WS4LX_Platform_4 0_and_BIOS exe to extract the MICROS e7 files Enter a directory location where the MICROS e7 files will be extracted i e C wslmage Click on Unzip Click on Close Copy the directory from Step 3 i e C wsImage to a USB thumb drive Attach the USB thumb drive to the USB slot on the back of the Workstation 4 LX The user must insert the USB thumb drive into the first USB port on the back of the workstation Insert the thumb drive to the USB port indicated below Place the license key in either of these 2 slots ONLY Open Windows Explorer on the workstation Locate the MICROS e7 software directory i e C wsJmage on the USB thumb drive The USB thumb drive should appear in Explorer as Hard Disk The following two sub directories should be available Standalone BIOS Update Standalone Platform Update GR4 0 Revision B October 31 2013 Page 12 of 46 Version 3 3 MR2 MICROS e7 Installation Downloading the MICROS e7 Product 10 From the Standalone BIOS Update directory run StandalonelInstall exe to upgrade BIOS on the workstation Note Ensure that each workstation has at least 25 MB of free compact flash space before installing the software on the amp workstation 11 From the Standalone Platform Update GR4 0 directory run StandalonelInstall exe to install the 4 0 platform CAL i
10. 8 32 bit and 64 bit Configuring CAL Optionally the PC may be configured to be a CAL server for the MICROS e7 site so that it can be used to update the workstations with the MICROS e7 workstation software If the site is using CAL then all workstations should be turned off or removed from the network until installation of MICROS e7 Version 3 3 Maintenance Release 2 and any applicable patches are complete on the PC Once the workstations are turned back on they will be upgraded automatically Extracting the MICROS e7 PC Setup Files Follow these instructions to extract the PC Setup zip exe file and install the extracted files to a PC 1 Copy the e7_pce_build_3 3MR2 exe file from the MICROS web site to a temporary directory on the PC 2 Double click on e7_pc_build_3 3MR2 exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e C e7CD 4 Click on Unzip Revision B Version 3 3 MR2 October 31 2013 Page 36 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 5 Click on Close Note The MICROS e7 installation can be started from the directory where you extracted files in these previous steps i e C e7CD 8 using the instructions below or These extracted MICROS e7 files can be burned onto a CD Then e7PcSetup exe can be executed to start the product installation stalling the MICROS e7 PC Setup Files to a PC I mportant Works
11. 8091 123456 Terminal ID Refer to the Merchant Configuration Sheet sent from First Data Merchant ID Refer to the Merchant Configuration Sheet sent from First Data e TPP ID Refer to the Merchant Configuration Sheet sent from First Data DID Refer to the Merchant Configuration Sheet sent from First Data e Group ID Refer to the Merchant Configuration Sheet sent from First Data The Merchant Settlement tab is not used by the First Data Credit Card Driver Click the Save icon Version 3 3 MR2 Revision B October 31 2013 Page 43 of 46 MICROS e7 Version 3 3 Maintenance Release 2 What s New 7 Restart the node hosting the driver A few test transactions should be done to ensure all is working correctly Revision B Version 3 3 MR2 October 31 2013 Page 44 of 46 MICROS e7 Version 3 3 Maintenance Release 2 What s Enhanced What s Enhanced Enhancements Summarized An enhancement is defined as a change made to improve or extend the functionality of the current MICROS e7 software To qualify as an enhancement the change must satisfy the following criteria The basic feature or functionality already exists in the previous release of the software The change adds to or extends the current process This differs from a revision i e a bug fix which corrects a problem not caught in the previous release of the software There are no enhancements in
12. and_BIOS exe file Workstation 5 Download this file to extract the platform image for a Workstation 5 Use the e7 e7 Release Version Workstation 5 Platform Software link to download the appropriate WSS5_Platform_3 0_and_BIOS exe file Revision B October 31 2013 Page 8 of 46 Version 3 3 MR2 MICROS e7 Installation Downloading the MICROS e7 Product Workstation 5A Download this file to extract the platform image for a Workstation 5 Use the e7 e7 Release Version Workstation 5 Platform Software link to download the appropriate WS5a_Platform_1 3_and_BIOS exe file MICROS e7 Workstation Installation Download this file if you are installing only to a workstation Note Ensure that CAL is not enabled when doing standalone installs Use the e7 e7 Release Version e7 Workstation 4 Software link to download the e7_ws4_build_3 3MR2 exe file Use the e7 e7 Release Version e7 Workstation 4 LX Software link to download the e7_ws4Ix_build_3 3MR2 exe file Use the e7 e7 Release Version e7 Workstation 5 Software link to download the e7_ws5_build_3 3MR2 exe file Use the e7 e7 Release Version e7 Workstation 5A Software link to download the e7_ws5A_build_3 3MR2 exe file MICROS e7 PC Installation Download this file if you are installing to a PC The extracted files can be used to burn a CD or to run the MICROS e7 PC Setup program Use the e7 e7 Release Version e7 PC Software l
13. automatically applies the necessary listening ports These exceptions include MICROS CAL Service MICROS SSF UI Launcher enable if Gift Cards are used Network Diagnostics for Windows XP e POSMain Version 3 3 MR2 Revision B October 31 2013 Page 21 of 46 MICROS e7 Installation Downloading the MICROS e7 Product If the Windows Firewall is disabled during the MICROS e7 setup and then later enabled after the setup has completed the user must manually add applications to the Windows Firewall Exceptions List by following the directions below Keep in mind that steps may vary slightly depending on the Operating System used To add an application to the Exceptions List 1 From the PC select Start Settings Control Panel select either the Security Center or Windows Firewall 2 Ensure that the Windows Firewall is Enabled 3 Click on the Windows Firewall icon This will cause a Windows Firewall screen to appear 4 Go to the Exceptions tab and add the following programs and services MICROS CAL Service MICROS SSF UI Launcher enable if Gift Cards are used Network Diagnostics for Windows XP POSMain also known as e7 Revision B Version 3 3 MR2 October 31 2013 Page 22 of 46 MICROS e7 Installation Downloading the MICROS e7 Product Remote Assistance Windows Firewall xi General Exceptions Advanced Windows Firewall is turned off Your computer is at risk of a
14. ch the USB thumb drive to the USB slot on the back of the Workstation 4 8 Open Windows Explorer on the Workstation 9 Locate the MICROS e7 software directory i e C wsImage on the USB thumb drive The USB thumb drive should appear in Explorer as Hard Disk The following two sub directories should be available Standalone CAL Update 1 1 3 55 Standalone Platform Update 15 2 10 From the Standalone CAL Update 1 1 3 55 directory run StandalonelInstall exe to upgrade the CAL client software on the workstation Note Ensure that each workstation has at least 25 MB of free compact flash space before installing the software on the amp workstation 11 From the Standalone Platform Update 15 2 directory run StandalonelInstall exe to install the 15 2 platform CAL installs the Windows CE image and reboots the workstation Workstation 4 LX Use these instructions to install the Platform Image on a Workstation 4 LX These steps may also be used to install another CE language platform such as Chinese Japanese or Korean The MICROS e7 software will not be installed as part of these instructions A PC or laptop is required to extract the zip exe file and copy the extracted files to the appropriate transfer media such as a USB thumb drive 1 Copy the WS4LX_Platform_4 0_and_BIOS exe file from the MICROS web site to a temporary directory on the PC Version 3 3 MR2 Revision B October 31 2013 Page 11 of
15. d TP ID Module Feature CR ID Page CA EDC Support Added for First Data 20959 39 Direct Credit Card Driver N A New Features CA EDC Detailed Support Added for First Data Direct Credit Card Driver Target Process ID 20959 CR ID N A With this release support has been added for the First Data direct credit card driver This driver can be hosted on the following clients Workstation 4 LX Workstation 5 Workstation 5A PC Version 3 3 MR2 Revision B October 31 2013 Page 39 of 46 MICROS e7 Version 3 3 Maintenance Release 2 What s New Note The new First Data direct credit card driver cannot be hosted on the WS4 When the RapidConnect driver is hosted on a WS4 amp and a credit card transaction is attempted POS Operations returns an error of No response from host Note Non 0 00 base floor limits are not supported with the Rapid Connect driver Failure to set the base floor limit to 0 00 for amp credit card tenders could result in a batch failing to settle Configuration Within the MICROS e7 Configurator navigate to the CA EDC form 1 Select Add Record to insert a new driver The next available number is automatically assigned This number may be changed if desired 2 Enter a name for this driver such as First Data within the Name field Revision B Version 3 3 MR2 October 31 2013 Page 40 of 46 MICROS e7 Version 3 3 Maintenance Release 2 What
16. ed in any form or by any means electronic or mechanical including photocopying recording or information recording and retrieval systems for any purpose other than for personal use without the express written permission of MICROS Systems Inc MICROS Systems Inc shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing performance or use of this document Trademarks Adobe FrameMaker is a registered trademark of Adobe Systems Incorporated The following are either registered trademarks or trademarks of Microsoft Corporation in the U S and or other countries Operating Systems Windows 7 Microsoft Windows Server 2008 R2 Release 2 Microsoft Windows Server 2008 Microsoft Windows Server 2003 and Windows XP Database Platforms Microsoft SQL Server 2008 R2 Release 2 Microsoft SQL Server 2008 and Microsoft SQL Server 2005 Other products Microsoft Excel Win32 and Windows CE The following are registered trademarks of the Oracle Corporation Database Platforms Oracle 11g R2 Release 2 Oracle 11g and Oracle 10g Visio is a registered trademark of Visio Corporation All other trademarks are the property of their respective owners Revision B Version 3 3 MR2 October 31 2013 Page 2 of 46 General Information Introduction Introduction MICROS e7 is a robust point of sale solution with the high quality reliable and ext
17. ensive features that the marketplace has grown to expect from MICROS All of this has been packaged specifically for the independent restaurateur MICROS e7 is a complete solution that utilizes the revolutionary MICROS Workstation POS terminal platform and MICROS 30 plus years of industry leading software solutions The MICROS e7 user interface offers an intuitive user friendly touchscreen design that takes advantage of color font and an efficient screen layout to guide servers through the order entry process The simplicity of the design reduces training time improves speed of service to the customer and lowers error rates for daily operations For more information about the MICROS e7 product refer to the following resources Marketing Overview This manual provides information regarding MICROS the hospitality industry features and benefits sample reports and a proposed return on investment for MICROS e7 This document is available for download from the MICROS website e7 Marketing e7 Marketing Overview User s Manual This manual provides information on how to use the MICROS e7 System including POS Operations Manager Procedures Credit Card Batch and Reporting This document is available for download from the MICROS website e7 e7 Release Version Documentation e7 User s Manual Version 3 3 MR2 Revision B October 31 2013 Page 3 of 46 MICROS e7 Installation Introduction MICROS e7 I
18. he platform image will depend on the type s of workstation s in use at the site The following images are available if not using a Prot g Workstation 4 Download this file to extract the platform image for a Workstation 4 Use the e7 e7 Release Version Workstation 4 Platform Software link to download the ws4_platform_RC_15 2 exe file Workstation 4 LX Download this file to extract the platform image for a Workstation 4 LX Use the e7 e7 Release Version Workstation 4 LX Platform Software link to download the appropriate WS4LX_platform_RC_2 9_and_BIOS exe file Workstation 5 Download this file to extract the platform image for a Workstation 5 Use the e7 e7 Release Version Workstation 5 Platform Software link to download the appropriate WS5_platform_RC_1 3_and_BIOS exe file Workstation 5A Download this file to extract the platform image for a Workstation 5 Use the e7 e7 Release Version Workstation 5 Platform Software link to download the appropriate WS5A_platform_RC_1 2_and_BIOS exe file Workstation Platform Image with Prot g support The platform image will depend on the type s of workstation s in use at the site The following images are available if using a Prot g Workstation 4 LX Download this file to extract the platform image for a Workstation 4 LX Use the e7 e7 Release Version Workstation 4 LX Platform Software link to download the appropriate WS4LX_Platform_4 0_
19. ink to download the e7_pc_build_3 3MR2 exe file Version 3 3 MR2 Revision B October 31 2013 Page 9 of 46 MICROS e7 Installation Downloading the MICROS e7 Product Workstation Platform Image The platform image and the installation instructions will vary based on the workstation s being used at the site This section is divided as follows refer to the appropriate instructions for your workstation version Workstation 4 Workstation 4 LX Workstation 5 Workstation 5A Workstation 4 Use these instructions to install the Platform Image on a Workstation 4 These steps may also be used to install another CE language platform such as Chinese Japanese or Korean The MICROS e7 software will not be installed as part of these instructions A PC or laptop is required to extract the zip exe file and copy the extracted files to the appropriate transfer media such as a USB thumb drive 1 Copy the ws4_platform_RC_15 2 exe file from the MICROS web site to a temporary directory on the PC 2 Double click on ws4_platform_RC_15 2 exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e C wsImage 4 Click on Unzip 5 Click on Close 6 Copy the directory from Step 3 i e C wsImage to a USB thumb drive Revision B October 31 2013 Page 10 of 46 Version 3 3 MR2 MICROS e7 Installation Downloading the MICROS e7 Product 7 Atta
20. k on Close 6 Copy the directory from Step 3 i e C e7Software to a USB thumb drive 7 Attach the USB thumb drive to the USB slot on the back of the workstation 8 Open Windows Explorer on the workstation 9 Locate the MICROS e7 software directory i e C e7Software on the USB thumb drive 10 Run StandAlonelInstall exe CAL installs the MICROS e7 software and reboots the workstation Version 3 3 MR2 Revision B October 31 2013 Page 19 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 11 If the Prot g will be used continue with the following steps If not the installation is complete 12 Exit e7 13 Double click on the e7 standalone install executable again This will install the files needed for the Prot g and the workstation will reboot Workstation 5A 1 Copy the appropriate e7_ws5A_build_3 3MR2 exe file from the MICROS web site to a temporary directory on the PC 2 Double click on e7_ws5A_build_3 3MR2 exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e C e7Software 4 Click on Unzip 5 Click on Close 6 Copy the directory from Step 3 i e C e7Software to a USB thumb drive 7 Attach the USB thumb drive to the USB slot on the back of the workstation 8 Open Windows Explorer on the workstation 9 Locate the MICROS e7 software directory i e C e7Software on the USB thumb drive
21. ld_3 3MR2 exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e C e7CD 4 Click on Unzip 5 Click on Close Note v The MICROS e7 installation can be started from the directory where you extracted files in these previous steps i e C e7CD using the instructions below or These extracted MICROS e7 files can be burned onto a CD Then e7PcSetup exe can be executed to start the product installation Installing the MICROS e7 PC Setup Files to a PC Note Y Once the CAL software is installed on the PC the system will automatically upgrade each workstation Ensure that each workstation has at least 25 MB of free compact flash space before installing the software on the PC 1 Open Windows Explorer on the PC 2 Locate the MICROS e7 software directory i e C e7CD that you extracted in the previous steps Revision B October 31 2013 Page 24 of 46 Version 3 3 MR2 MICROS e7 Installation Downloading the MICROS e7 Product Run e7PCSetup exe Click Next from the MICROS e7 Setup Welcome screen Review the End User License Agreement click I Accept the Agreement and click Next Enter the location where MICROS e7 will be installed The default destination location is the same as the previously installed version of MICROS e7 or C Program Files MICROS e7 for a new installation Use the Browse button to select a diffe
22. n Close Copy the directory from Step 3 i e C wsImage to a USB thumb drive Attach the USB thumb drive to the USB slot on the back of the Workstation 5A Version 3 3 MR2 Revision B October 31 2013 Page 15 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 8 The user must insert the USB thumb drive into the first USB port on the back of the workstation Insert the thumb drive into the USB port indicated below Place the license key in one of these 3 slots ONLY 9 Open Windows Explorer on the workstation 10 Locate the MICROS e7 software directory i e C wslmage on the USB thumb drive The USB thumb drive should appear in Explorer as Hard Disk The following two sub directories should be available Standalone BIOS Update Standalone Platform Update GR1 3 11 From the Standalone BIOS Update directory run StandalonelInstall exe to upgrade BIOS on the workstation Note Ensure that each workstation has at least 25 MB of free compact flash space before installing the software on the 8 workstation 12 From the Standalone Platform GR1 3 directory run StandalonelInstall exe to install the GR1 3 platform CAL installs the Windows CE image and reboots the workstation Revision B October 31 2013 Page 16 of 46 Version 3 3 MR2 MICROS e7 Installation Downloading the MICROS e7 Product MICROS e7 Use these instructions to install the MICROS e7 soft
23. nstallation In order to successfully install and use the MICROS e7 product the user must upgrade both the PC and workstations to the 2 0 Version of the Microsoft NET Framework or the NET Compact Framework respectively Attempting to upgrade MICROS e7 to Version 3 3 Maintenance Release 2 without performing a framework upgrade will cause the installation to fail and an error message to appear The following error message will appear on a PC e PcSetup d You must first install version 2 0 of the NET Framework on this PC If this occurs select OK to clear the error message and follow the instructions outlined in the MICROS e7 PC Installation section The following error message will appear when attempting a stand alone workstation installation Installation Failed If this occurs select OK to clear the error message and follow the instructions outlined in the Workstation Platform Image section Revision B October 31 2013 Page 4 of 46 Version 3 3 MR2 MICROS e7 Installation Upgrading From a Non PCI Compliant Version of Software Upgrading From a Non PCI Compliant Version of Software Visa established the Payment Card Industry PCI Data Security Standard to protect Visa cardholder data wherever it resides ensuring that members merchants and service providers maintain the highest information security standard Please see the MICROS e7 PABP Compliance document for the appropriate software
24. nstalls the Windows CE image and reboots the workstation Workstation 5 Use these instructions to install the Platform Image on a Workstation 5 These steps may also be used to install another CE language platform such as Chinese Japanese or Korean The MICROS e7 software will not be installed as part of these instructions A PC or laptop is required to extract the zip exe file and copy the extracted files to the appropriate transfer media such as a USB thumb drive 1 Copy the WS5_Platform_3 0_and_BIOS exe file from the MICROS web site to a temporary directory on the PC 2 Double click on WS5_Platform_3 0_and_BIOS exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e C wsImage 4 Click on Unzip 5 Click on Close 6 Copy the directory from Step 3 1 e C wsImage to a USB thumb drive Version 3 3 MR2 Revision B October 31 2013 Page 13 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 7 Attach the USB thumb drive to the USB slot on the back of the Workstation 5 The user must insert the USB thumb drive into the first USB port on the back of the workstation Insert the thumb drive into the USB port indicated below Place the license key in one of these 3 slots ONLY 8 Open Windows Explorer on the workstation 9 Locate the MICROS e7 software directory i e C wsImage on the USB thumb drive The USB thumb drive
25. part 4 If the host URL is longer than 75 characters enter the last 25 characters in this field This field allows a maximum of 25 characters Visa MC Voice Auth Number Enter the phone number used for voice authorizations of Visa and MasterCard transactions This information is provided by First Data AMEX Voice Auth Number Enter the phone number used for voice authorizations of American Express transactions This information is provided by First Data Discover Voice Auth Number Enter the phone number used for voice authorizations of Discover transactions This information is provided by First Data Diners Club Voice Auth Number Enter the phone number used for voice authorizations of Diners Club transactions This information is provided by First Data JCB Voice Auth Number Enter the phone number used for voice authorizations of JCB transactions This information is provided by First Data 4 Navigate to the Merchant Authorization tab Enter the appropriate driver settings per First Data Revision B October 31 2013 Page 42 of 46 Version 3 3 MR2 MICROS e7 Version 3 3 Maintenance Release 2 What s New BB cveoc v al Delete Record Number Name System Merchant Authorization Merchant Settlement 3 First Data 4 j o o al ofa Lt Name gt Terminal ID Merchant ID TPP ID DID Group ID Setting 1 RCTST0000000107 RMI001 0001078660057874
26. py the appropriate e7_ws4Ix_build_3 3MR2 exe file from the MICROS web site to a temporary directory on the PC 2 Double click on e7_ws4lx_build_3 3MR2 exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e C e7Software 4 Click on Unzip 5 Click on Close 6 Copy the directory from Step 3 i e C e7Software to a USB thumb drive 7 Attach the USB thumb drive to the USB slot on the back of the workstation 8 Open Windows Explorer on the workstation 9 Locate the MICROS e7 software directory i e C e7Software on the USB thumb drive Revision B Version 3 3 MR2 October 31 2013 Page 18 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 10 Run StandAlonelInstall exe CAL installs the MICROS e7 software and reboots the workstation 11 If the Prot g will be used continue with the following steps If not the installation is complete 12 Exit e7 13 Double click on the e7 standalone install executable again This will install the files needed for the Prot g and the workstation will reboot Workstation 5 1 Copy the appropriate e7_ws5_build_3 3MR2 exe file from the MICROS web site to a temporary directory on the PC 2 Double click on e7_ws5_build_3 3MR2 exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e C e7Software 4 Click on Unzip 5 Clic
27. r 31 2013 Page 28 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 6 The following error will display Need to program an employee and a job to use configurator Click OK Need to program an employee and a job to use configurator The Configurator opens to the shell database The following message displays and a new encryption key must be generated The key will only need to be generated on one node any node and the key will be changed everywhere Click OK A new encryption key must be generated The following prompt displays instructing the user to navigate to the MICROS e7 Configurator Restaurant Credit Cards tab to change the key Click OK Do not change the encryption key now IMPORTANT The installation process must finish and all workstations must be online before generating the key These instructions will prompt you to generate the key in a later step on Version 3 3 MR2 Revision B October 31 2013 Page 29 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 10 Select Retrieve the Database Backup the Database Restore the Database Clear Totals for This Workstation B Network Identification trie 11 Click Refresh 12 Exit the Configurator Revision B Version 3 3 MR2 October 31 2013 Page 30 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 13 Exit MICROS e7 and reboot the
28. rent destination location Select the additional tasks to be performed by the MICROS e7 installation and click Next The following actions will automatically be performed Create shortcut on the desktop Creates a desktop shortcut for the e7 exe file in the bin folder The name of the desktop shortcut is MICROS e7 and the default folder is the bin folder Create shortcut in the Start Menu Creates a selection for MICROS e7 in Start Menu Programs on the PC Create shortcut in the Startup folder Creates a shortcut in the PC s startup folder for the e7 exe program Install MICROS CAL Service Installs the MICROS CAL Service on the PC If the CAL server is already installed this choice is greyed out Click Finish to begin installing MICROS e7 Note After the CAL server installation the workstation operating system images will be automatically updated amp If prompted to reboot the PC please wait until all workstations have finished their CAL upgrade to MICROS e7 Version 3 3 Maintenance Release 2 Version 3 3 MR2 Revision B October 31 2013 Page 25 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 9 When finished a prompt will display indicating that installation is complete Click OK 10 Start MICROS e7 11 If this is a new MICROS e7 installation enter the Network location ID and Restore the Database via the MICROS e7 Configurator The Network location ID is used
29. should appear in Explorer as Hard Disk The following two sub directories should be available Standalone BIOS Update Standalone Platform Update GR3 0 10 From the Standalone BIOS Update directory run StandalonelInstall exe to upgrade BIOS on the workstation Note Ensure that each workstation has at least 25 MB of free compact flash space before installing the software on the gy workstation 11 From the Standalone Platform GR3 0 directory run StandalonelInstall exe to install the GR 3 0 platform CAL installs the Windows CE image and reboots the workstation Revision B Version 3 3 MR2 October 31 2013 Page 14 of 46 MICROS e7 Installation Downloading the MICROS e7 Product Workstation 5A Use these instructions to install the Platform Image on a Workstation 5A These steps may also be used to install another CE language platform such as Chinese Japanese or Korean The MICROS e7 software will not be installed as part of these instructions A PC or laptop is required to extract the zip exe file and copy the extracted files to the appropriate transfer media such as a USB thumb drive 1 Copy the WS5a_Platform_1 3_and_BIOS exe file from the MICROS web site to a temporary directory on the PC Double click on WS5a_Platform_1 3_and_BIOS exe to extract the MICROS e7 files Enter a directory location where the MICROS e7 files will be extracted i e C wslmage Click on Unzip Click o
30. tation s should now be turned off and not turned back on until AFTER patch installation is complete Open Windows Explorer on the PC Locate the MICROS e7 software directory i e C e7CD that you extracted in the previous steps Run e7PCSetup exe If User Access Control UAC is enabled the user will be prompted to allow the MICROS e7 installation Click Allow Click Next from the MICROS e7 Setup Welcome screen Review the End User License Agreement click I Accept the Agreement and then click Next Enter the location where MICROS e7 will be installed Note When installing MICROS e7 on a Windows 7 64 bit or Windows amp 64 bit system the default destination location is amp C Program Files x86 MICROS e7 This is the recommended destination Click Next Version 3 3 MR2 Revision B October 31 2013 Page 37 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 9 Select the additional tasks to be performed by the MICROS e7 installation and click Next The following actions will automatically be performed Create shortcut on the desktop Creates a desktop shortcut for the e7 exe file in the bin folder The name of the desktop shortcut is MICROS e7 and the default folder is the bin folder Create shortcut in the Start Menu Creates a selection for MICROS e7 in Start Menu Programs on the PC Create shortcut in the Startup folder Creates a shortcut in the PC s
31. ttacks and intrusions from outside sources such as the Internet We recommend that you click the General tab and select On Programs and Services e7 File and Printer Sharing Micros Ssf Ul exe Remote Assistance Remote Desktop O Sentinel Protection Server SMC Service SNAC Service Symantec Email O UPrP Framework E Add Patt Edit Delete IV Display a notification when Windows Firewall blocks a program What are the risks of allowing exceptions OK Cancel To add a program to this list select the Add Program button This will cause the Add a Program dialog box to display From here the user can add a program by either Selecting the appropriate program from the list displayed in the Add a Program dialog box and clicking OK OR Selecting Browse and navigating to the file location for the desired program and clicking Open The newly added program should now appear in the Exceptions List on the Exceptions tab Version 3 3 MR2 Revision B October 31 2013 Page 23 of 46 MICROS e7 Installation Downloading the MICROS e7 Product For Windows XP Professional 32 bit and Windows 2003 Server 32 bit Extracting the MICROS e7 PC Setup Files Use these instructions to extract the PC Setup zip exe file and install the extracted files to a PC 1 Copy the e7_pc_build_3 3MR2 exe file from the MICROS web site to a temporary directory on the PC 2 Double click on e7_pc_bui
32. version for additional information Non PCI compliant versions of MICROS e7 may allow sensitive information such as credit card numbers to exist in a non encrypted format Such historical data magnetic stripe data card validation codes PINs or PIN blocks must be removed Removal of such data is necessary to ensure the MICROS software upgrade is conducted in a manner that is PCI compliant The table below lists all of the PCI compliant and non PCI compliant versions of MICROS e7 Nom P IC ompIanI Compliant PCI Versions Version 1 0 2 1 1 5 2 1 Patches 1 2 3 amp 4 1 5 Patch 1 2 5 2 0 2 6 Patches 1 2 amp 3 2 0 Patches 1 amp 2 2 7 Patches 1 amp 2 2 8 3 0 3 1 3 2 3 3 For information on upgrading a MICROS e7 system from a non PCI compliant version to a PCI compliant version see the MICROS e7 Version 2 7 Payment Application Best Practices Implementation Guide MD0007 032 documentation Version 3 3 MR2 Revision B October 31 2013 Page 5 of 46 MICROS e7 Installation Before You Begin Before You Begin MICROS recommends backing up the MICROS e7 database before performing an update to the system Follow these steps to back up the database 1 Go to the MICROS e7 Configurator 2 Select the down arrow on the right hand side of the screen r vulis containers 2 Refresh Form el Next Input Method Import and Append to Database s3 import Entire Database Table B E
33. ware on a Workstation workstation that has the appropriate Windows CE operating system Installation image already installed A PC or laptop is required to extract the zip file and copy the extracted files to the appropriate transfer media such as a USB thumb drive The zip file will vary depending on the workstation version being used at the site This section is divided as follows refer to the appropriate instructions for your workstation version Workstation 4 Workstation 4 LX Workstation 5 Workstation 5A Note Ensure that CAL is not enabled when doing standalone installs Workstation 4 1 Copy the e7_ws4_build_3 3MR2 exe file from the MICROS web site to a temporary directory on the PC 2 Double click on e7_ws4_build_3 3MR2 exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e C e7Software 4 Click on Unzip 5 Click on Close Version 3 3 MR2 Revision B October 31 2013 Page 17 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 6 Copy the directory from Step 3 i e C e7Software to a USB thumb drive 7 Attach the USB thumb drive to the USB slot on the back of the workstation 8 Open Windows Explorer on the workstation 9 Locate the MICROS e7 software directory i e C e7Software on the USB thumb drive 10 Run StandAlonelInstall exe CAL installs the MICROS e7 software and reboots the workstation Workstation 4 LX 1 Co
34. xport the Database a Restore the Database 3p Clear All Totals Pa Clear Totals for This Workstation 3 A list of available operations will appear Select Backup the Database 4 A backup of the database will be written to the MICROS eADbBackups folder Revision B October 31 2013 Page 6 of 46 Version 3 3 MR2 MICROS e7 Installation Before You Begin Restore Restoring a database is NOT part of the standard MICROS e7 installation Database process If for any reason the user needs to restore a database follow these steps 1 Go to the MICROS e7 Configurator 2 Select the down arrow on the right hand side of the screen mmn a i ntainers EB swich View Refresh Form E Next Input Method z Backup the Database impor and Append to Database S impor Entire Database Table B Export the Database Clear All Totals 3 A list of available operations will appear Select Restore the Database 4 The database will be restored from the WICROS eA DbBackups folder Version 3 3 MR2 Revision B October 31 2013 Page 7 of 46 MICROS e7 Installation Downloading the MICROS e7 Product Downloading the MICROS e7 Product The MICROS e7 product is available for download from the MICROS Web Site There are several download choices available from the Member Services Product Support MICROS Products page Workstation Platform Image without Prot g support T
35. y button This button will generate a new Passovers 8 This operation will fail if there are open checks on the system or if there are offline workstations Do not continue until both of these issues are resolved If the system satisfies these requirements the following verification prompt will appear f Generate Encryption Key i Click Yes to continue or No to stop Revision B Version 3 3 MR2 October 31 2013 Page 34 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 9 The following verification prompt will appear Generate Encryption Key Click Yes to continue or No to stop 10 The following final verification prompt will appear Generate Encryption Key Click Yes to continue or No to stop The prompting is intended to ensure that the key is not changed accidentally 11 If the key is generated from the PC then an hourglass will display until the process is complete If the key is generated from a workstation then an hourglass will display along with the following dialog box Updating 12 Once this process is complete the dialog box will disappear and the hourglass will return to the normal mouse cursor Version 3 3 MR2 Revision B October 31 2013 Page 35 of 46 MICROS e7 Installation Downloading the MICROS e7 Product 13 Click Save Installing Windows Vista Business Edition Windows 7 Professional 32 bit and 64 bit or Windows
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