IVend DemoStack Installation Guide

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iVend Mobile POS

iVend Retail

iVend DemoStackInstallation GuideVersion: FinalOctober 2015


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iVend DemoStack – Installation Guide *********

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Document History The following table provides an overview of the document changes.

Version Date Description

0.1 Aug 10, 2015 Draft

0.2 Aug 20, 2015 Draft – edits and ammenedments

0.3 Aug 28, 2015 Draft - Inserted ‘Getting Started’ Section

0.4 Sep 03, 2015 Proofing

0.5 Oct 05, 2015 Added screenshots

0.6 Oct 10, 2015 Final version


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Contents

Typographic Conventions ........................................................................................................................... 2

Document History ...................................................................................................................................... 3

Introduction .............................................................................................................................................. 5

Support .................................................................................................................................................... 6

Glossary ................................................................................................................................................... 6

iVend Retail – Overview ............................................................................................................................. 7

Before Installing iVend Retail DemoStack ..................................................................................................... 8

Installation Guide Document brief ............................................................................................................. 10

Downloading and Installing iVend DemoStack ............................................................................................ 11

Getting Started ........................................................................................................................................ 21

Further Information ................................................................................................................................. 27


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IntroductionThis document will help you successfully install the iVend Retail DemoStack.

It helps you prepare for installation by describing the system prerequisites and then guides you through theinstallation process.

iVend Retail DemoStack is a preconfigured set of all the integrated applications of the iVend Retail ManagementSuite.

Comprehensive demo data across all masters and configuration settings, coupled with detailed explanation of themaster data, make it far easier for pre-sales, sales and implementation consultants to showcase the power of theiVend retail suite and for Customers to evaluate the product.

The applications included in the DemoStack are;

iVend Terminal POS iVend Management Console iVend Handheld iVend eCommerce iVend Passes iVend Loyalty

The documents included in the DemoStack are;

DemoStack Demo Script

DemoStack Configuration Data

The DemoStack also has an option to install a preconfigured system, integrated with SAP Business One.

The installer, when executed, will automatically install and configure all the applications of iVend RetailManagement Suite, this may take some time. The document below lists the prerequisites required for the smoothinstallation and correct configuration of the environment.

It is essential that the system and application environment is EXACTLY as per the expectations of the installer (seepages 8 and 9).


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Support If you require any assistance confirming the prerequisites contained in this document and the information thatwill be required for the installation, please contact the appropriate technical support person or team in yourbusiness.

However if you have any difficulties with the installation itself please go tohttps://knowledge.citixsys.com/forums and Ask a question

Glossary

Term Definition

iVend Terminal PoS The Point of Sale client for the Stores where all types of sales transactionsare conducted.

iVend Management

Console

The Management Console connects to either the Enterprise Server or the

Store Server. The Management Console is used to setup master data andconfigure the administrative settings that affect how the system will work.Inventory transactions are performed here. The Management Console isalso the main repository for Reporting.

Enterprise Server The Enterprise Server is the Head Office component for iVend Retail. TheEnterprise Server can be configured in the following modes: Enterprise Mode: With Enterprise Mode, the Enterprise Server is the

point of consolidation for all the stores and also the sole distributor fordata to the stores. Any data flow from Store to Store is routed throughthe Enterprise Server.

Mixed Mode: With Mixed Mode, the Enterprise server will also be astore. The Enterprise will have the same functions as for EnterpriseMode but will also operate as a store.

Store Server The Store Server is where information is entered about each store. This iswhere settings are made affecting the behavior and limitations of eachuser and each Point of Sale register. Master record information issynchronized to and from the Enterprise Server at this server.

Ivend eCommerce iVend eCommerce is an eCommerce, mCommerce platform allowingretailers to offer their products on the web, with seamless integration withiVend Retail

iVend Passes iVend Passes is a platform for retailers to deploy Digital Passes on ApplePassbook and Android devices helping to engage customers with a digitalLoyalty Card, digital Coupon or digital Gift Cards

iVend Loyalty iVend Loyalty is a points & rewards management application, designed tosignificantly improve customer retention by bringing them continuouslyback and improving customer satisfaction levels. iVend Loyalty isseamlessly integrated with iVend Retail

iVend Handheld iVend handheld enables the retail workforce to manage store inventoryusing a handheld device running Windows Mobile OS version 6.0 or 6.5.iVend handheld helps efficient stock taking and goods management

https://knowledge.citixsys.com/forumshttps://knowledge.citixsys.com/forumshttps://knowledge.citixsys.com/forums


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iVend Retail – Overview

iVend Retail delivers integrated retail management solutions for the way retailers work today, implementingtechnology that is built to enable change, not just built to last.

We believe that retailers shouldn’t have to worry about managing hardware, software licenses, upgrades – they just need the tools to deliver great customer service.

Part of Citixsys, iVend Retail is an innovator in retail technology and a recognized industry leader for Cloudmanagement and mobile retail.

In addition to providing traditional fixed till and back office server solutions as required, we are experts indeveloping solutions for complex retail – multi-format, multi-location, multi-channel and multi-sector retailers.


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Before Installing iVend Retail DemoStack

Previous Installations of iVend RetailEnsure that the target system for installation does not have an existing installation of any of the following iVend

Retail products;

iVend POS iVend Mobile POS iVend Handheld iVend Management Console iVend eCommerce iVend Loyalty iVend Loyalty Customer Portal iVend DemoStack

If any of these iVend Retail products exist please uninstall / remove them and delete any iVend related SQLdatabases.

Operating Systems Supported

Windows 7 Windows 8 Windows Server 2008 R2 Windows Server 2012 R2

.Net FrameworkThe machine where the iVend Retail DemoStack is to be installed should have .Net Framework 4.5 alreadyinstalled. The installer will STOP if it does not find the framework.

Microsoft SQL ServerThe DemoStack installer will prompt you to install SQL Server 2008 R2 Express Edition if it does not find an

existing installation of SQL Server on the target machine. This is done automatically.

Note: If you already have Microsoft SQL Server installed, please ensure that the SQL Server collation isSQL_Latin1_General_CP1_CI_AS

You will be asked for the SQL Server details and password during the installation


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Email address and SMTP DetailsAlthough it can be used without, iVend Retail DemoStack requests a valid email address and SMTP server details.We recommend that you do enter these credentials as these are required by iVend eCommerce, iVend Loyaltyand iVend Passes. The e-mail address will be used across the application landscape to demonstrate how the iVendRetail Management Suite application can be configured to enable interactive communications with the endclient’s internal staff and their retail customers,

The following SMTP configuration details will be required during installation;

A valid email id SMTP Server SMTP User SMTP Password SMTP Port Whether using SMTP SSL? (Yes/No)

ERP System RequirementsYou may choose to install iVend DemoStack as a Standalone solution (also known as ‘Unplugged’) or choose theintegrated with SAP Business One ERP option.

SAP Business One IntegrationShould you choose to use the DemoStack with SAP Business One, then please find below the recommendedversion details for the integration between iVend Retail and SAP Business One to work effectively;

SAP Business One 9.1 PL 06. If the installed instance of SAP Business One is higher than the 9.1 PL06, youmust upgrade the Database SAP-iVend-DemoStack to your current SAP Business One patch level beforeyou start using the DemoStack applications.

SAP Business One 32 bit client SAP Business One 32 bit DI API iVend Retail DemoStack is configured to work ONLY with US Localization of SAP Business One.

NOTE:You must allocate a Professional User license to CXSiVend user in SAP Business One. CXSiVend user is used forintegrating data to SAP Business One.

Integration with iVend PassesiVend Passes offers retailers fantastic opportunities to engage their customers with digital loyalty, digital giftcards and digital coupon. To experience this you will first need to register at https://pass.ivend.com/

You will be prompted to enter your iVend Passes registration details during the installation.

https://pass.ivend.com/https://pass.ivend.com/https://pass.ivend.com/https://pass.ivend.com/


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Installation Guide Document brief

This Installation Guide presents the minimum setup required to run iVend Retail for the demonstration system.

Note

This guide does not cover the installation of;o iVend Mobile PoS – for instructions please see the following videos;

https://knowledge.citixsys.com/setup-mobile-pos-in-management-console?inheritRedirect=true

Once the installation of the DemoStack is complete youwill find the iVend Retail DemoStackapplications and document shortcuts on your desk top

https://knowledge.citixsys.com/setup-mobile-pos-in-management-console?inheritRedirect=truehttps://knowledge.citixsys.com/setup-mobile-pos-in-management-console?inheritRedirect=truehttps://knowledge.citixsys.com/setup-mobile-pos-in-management-console?inheritRedirect=truehttps://knowledge.citixsys.com/setup-mobile-pos-in-management-console?inheritRedirect=truehttps://knowledge.citixsys.com/setup-mobile-pos-in-management-console?inheritRedirect=true


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Downloading and Installing iVend DemoStack Citixsys Knowledge PortalOnce you have registered at the Citixsys Knowledge Portal (CKP) at https://knowledge.citixsys.com/home you willbe able to access the Partner Kit area;

Here you will find many resources to help Partners including iVend DemoStack.Simply click on the Download iVend DemoStack button to begin the process

You will be taken to the Downloads section of the CKP, where you can click the Download button;

We recommend that you save iVendDemoStackSetup.exe to your computer.

NOTE When you download DemoStack you will be sent an email containingthe license key, you will need this at the end of the installation process.

If you cannot find this email please check your Junk mail folder.

https://knowledge.citixsys.com/homehttps://knowledge.citixsys.com/homehttps://knowledge.citixsys.com/homehttps://knowledge.citixsys.com/home


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Once this is done, navigate to where the downloaded file is located and double-click the file to launch theinstallation Wizard

The Welcome screen will appear, click Next


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Read and then slect the radio button to accept the terms of the license agreement and click Next

Enter your information and click Next


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Accept the default destination of the installation or change it and click Next. The default destination isrecommended to make any support easier and provide a simplied future upgrade path

For the purposes of this document we will install iVend DemoStack - Standalone, click Next


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Insert the details of the SQL Database Server, click Next

In order to experience the communication capability of iVend eCommerce, Loyalty and PoS, insert the details ofyour SMTP Setup, Select the appropriate Use SSL radio button and then click Next


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To experience the integration of iVend Passes enter your details here and click Next . You will first need to registerat https://pass.ivend.com/

You’re al l done, now click Install to begin the installation. This may take some time.

https://pass.ivend.com/https://pass.ivend.com/https://pass.ivend.com/https://pass.ivend.com/


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Please wait….

This window will appear next, click OK


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Select the Activate a License radio button and then click Next

Select The Internet radio button and click Next


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Select No proxy server (typical) radio button or enter the details of your Proxy server if applicable. Click Next

Enter your email address and the license key that was sent to you in the email when you downloaded DemoStack.Click Next


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You have activated the license. Click Finish

The Installation has completed. Make a note of the credentials as you will need these to access the applications,then click Finish. You are now ready to begin to use and experience the power of iVend Retail, one of the mostcomprehensive, feature rich, integrated Retail Management Systems in the world.


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Getting StartedYou will find the icons for the iVend applications and documents on your desktop

Launching Point of SaleDouble click the icon

Log on using User Name ‘1’ and Password ‘ Pass@123 ’

xA Simulated Receipt Printer will also appear in order that you can see the outputon the physical receipt . You may close this by clicking the ‘x’ in the top right corner.


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Click Clock In

Leave CASHIER Highlighted and Click OK – this will allow you to see where a Manager’s override is required


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Click OK again

The Point of Sale Screen will appear and you are ready to begin


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Launching Management ConsoleDouble click the icon

You will see the Management Console Splash Screen – click anywhere on this screen

The log in screen appears. Enter User name ‘1’ Password ‘Pass@123 ’. Then click Login


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The Management Console menu screen appears and you are reday to get started

Management Console opens on the Administration tab, showing the System Initialisation Menu items


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Launching eCommerceDouble click the icon

The iVend eCommerce home screen will appear


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Further Information

For more information on the iVend Retail Suite visit https://www.ivend.com

For a full catalogue of iVend Retail documentation, eLearning, forums, knowledge base and software downloadsfor the iVend Retail Suite visit the Citixsys Knowledge Portal https://knowledge.citixsys.com

For support on the iVend Retail Suite visit http://www.support.citixsys.com
https://www.ivend.com/https://www.ivend.com/https://www.ivend.com/https://knowledge.citixsys.com/https://knowledge.citixsys.com/https://knowledge.citixsys.com/http://www.support.citixsys.com/http://www.support.citixsys.com/http://www.support.citixsys.com/http://www.support.citixsys.com/https://knowledge.citixsys.com/https://www.ivend.com/

IVend DemoStack Installation Guide

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