Installing SYSPRO Point of Sale

SYSPRO Point of Sale doesn't support anti-tampering, therefore the following explains how security is managed:

• SYSPRO Point of Sale utilizes ASP tokens which are used to identify operator sessions.

  This information is encrypted by utilizing the HSTS header and HTTPS communication standard which is the default setup option of SYSPRO Point of Sale from SYSPRO 8 2021 R2.

• The SQL database can be encrypted using the same method for the SYSPRO database to secure it in Rest.

  The connection to Microsoft SQL Server can also be secured by adding the Encrypt=true value to the SQL connection string in the SYSPRO Point of Sale web.config file.

• SYSPRO Point of Sale doesn't store any sensitive information about payments being processed.

  The custom payment integration code (third party software) has full control of the transaction and it is the third party software’s responsibility to process card payments safely and securely.

  In general, communication with client card devices predominantly consists of activating a specific device with a specific amount required. These devices handle all communication and payment processing internally and pass a success or failure message back to SYSPRO Point of Sale, so data that can be compromised is kept to a minimum.

From SYSPRO 8 2021 R2, SSO using Active Directory capabilities are available with SYSPRO Point of Sale when running in SYSPRO Web UI (Avanti).

The following requirements must be met to use the SSO capabilities:

• A registered certificate for the SYSPRO Point of Sale server is required to run SSO using Active Directory.

• A customer account must be registered with Azure B2C and configured with the correct redirect URL back to the specific SYSPRO Point of Sale instance.

• SYSPRO Point of Sale users must be configured with an email address for the system to identify the correct operator.

To enable SSO using Active Directory functionality in SYSPRO Point of Sale (when running in SYSPRO Web UI (Avanti)) add the following tags within the Web.config file located in the \inetpub\wwwroot\SYSPRO8POS_xxxx\SYSPROPOSAVANTI folder (where xxxx is your company code):

<add key="ida:IsB2Cauth" value="true" /><add key="ida:Tenant" value="yourcloud.onmicrosoft.com" />
<add key="ida:TenantId" value="yourUniqueTenantId" />
<add key="ida:ClientId" value=" yourUniqueClientId " />
<add key="ida:ClientSecret" value="YourClientSecret" />
<add key="ida:AadInstance" value="https://yourcloud.b2clogin.com/tfp/{0}/{1}" />
<add key="ida:RedirectUri" value="https://yourCompany.com/SYSPRO8POSAVANTI_EDU1/" />
<add key="ida:SignUpSignInPolicyId" value="b2c_1_susi" />
<add key="ida:EditProfilePolicyId" value="b2c_1_edit_profile" />
<add key="ida:ResetPasswordPolicyId" value="b2c_1_reset" />

Network Service.

Microsoft .NET Framework 4 or higher.

IUSR and Network Service.

You should always setup a test company first. However, there is currently no way to use setup data in test company as a master copy for a live install.

No, there is no copy branch facility. The branch settings need to be carefully considered for each branch.

End of Day settings, allowed warehouses, payment types, etc. are different per branch so it is not advisable to copy a branch.

To assist with a smooth installation and optimal performance:

• the SQL port needs to be open (inbound and outbound).
• the port that SYSPRO Point of Sale is being hosted on (set in Internet Information Services (IIS)) must be open, both inbound and outbound.

There are 2 options when installing SYSPRO Point of Sale:

• Online version

  This must be installed on the same server that the main SYSPRO installation resides and provides full accessibility to all the functions provided by the SYSPRO Point of Sale system.

• Offline SYSPRO Point of Sale system

  This is installed at each location on a server and synchronizes with the head office server at time intervals, depending on your configuration.

Both versions can run simultaneously, or the online version can be run on its own. However, the offline version requires the online version to function.

SYSPRO Point of Sale is developed specifically to run off SYSPRO ERP, therefore a stand-alone option is not available. However, you can buy a single SYSPRO ERP User license (with the modules required for SYSPRO Point of Sale) and as many Point of Sale user licenses as required. SYSPRO would then be in place in order to power the application.

The SYSPRO company is defined when SYSPRO Point of Sale is initially installed. Therefore, to run multiple SYSPRO Point of Sale companies simultaneously, multiple installs are required to cater for each company.

Yes.

However, an error may arise when HTTP Activation is not enabled for WCF services, as this prevents SYSPRO Point of Sale from communicating with the services it requires. The solution is to simply enable this within Windows Features as it is disabled by default.

Unfortunately, this is not something we can stipulate. We recommend that you get in a specialist who can assess your network, data size and all other elements that could affect your requirements.

The following factors need to be taken into account when considering line speeds:

• Number of users accessing the system
• Volume of transactions being processed

The installation rolls back if it encounters an error. However, if the install completes and the application fails to open, you can check the following possible causes:

• The domain exists, and that both the online main server and offline branch server(s) reside on the same domain.

• The SysproLoginForPos SQL user does not already exist.

  This SQL user is created (including password generation) and the necessary permissions are assigned to it during the installation process. Therefore, this user must not be changed.

  In addition, the _SysproPOSRole role is created within Microsoft SQL Server during the installation process, and it inherits permissions from the SQL user. Therefore, this role must not be altered in any way.

• The ISAPI and CGI restrictions are set up correctly in Internet Information Services (IIS).

• Permissions are configured correctly for the following:

  • LOG – ERROR.txt

  • SysproPos.xap

  • Silverlight.js

• The connection string in the web.config file is pointing the application to the correct server.

• That Microsoft Publisher allows Microsoft SQL Server ports through the firewall (this is generally port number 1433).

The Internet Information Services (IIS) WebSocket Protocol feature is required when installing one of the following:

• SYSPRO Web UI (Avanti)

• SYSPRO Point of Sale

Therefore, before installing either of these products, you can enable the Internet Information Services (IIS) WebSocket Protocol feature as follows:

1. Open the Turn Windows Features on or off program.

2. Navigate as follows:

   Internet Information Services > World Wide Web Services > Application Development Features

3. Enable the WebSocket Protocol option.

   

4. Save your changes.

Proceed as follows to manually configure the SYSPRO 8 Point of Sale Utility Service after its installation:

1. Navigate to where you installed SYSPRO Point of Sale.

2. Select to edit the SystemConfig.xml file.

3. Locate the <SysproPosClientSideServiceUrl/> element and enter the relevant entry (e.g. http://localhost:30210<SysproPosClientSideServiceUrl >http://localhost:30210 </SysproPosClientSideServiceUrl>).

4. Save the file.

We recommend that you stop and restart this service after performing this function.

The core function of an SSL certificate is to protect server-client communication. It protects your information online by encrypting any data sent to you, and then decrypting it once you've received it (i.e. the data is locked and can only be unlocked by the intended recipient as no-one else can have the key to open it).

SSL certificates also provide website authentication - identity verification being one of the most important aspects of web security.

Requirements:

• Your server certificate

• Your intermediate certificates

• Your private key

Installation instructions:

1. Launch the Internet Information Services (IIS) Manager.

2. Select your server name from the Connections menu (i.e. the host to which you want to install the certificate).

3. Navigate to the Security section by selecting the Server Certificates icon under Security.

4. Select the Complete Certificate Request function from the Actions menu.

5. From the Complete Certificate Request wizard, browse for your Server Certificate file (previously saved on your server’s desktop) and select OK.

Binding your certificate to your website:

The following describes how to assign or bind the SSL certificate to the appropriate website:

1. From the Connections menu in Internet Information Services (IIS) Manager, expand your server's name, followed by the Sites folder, and then select the site that you want to secure.

2. Select the Bindings function of the Actions menu.

3. From the Site Bindings window, select the Add function.

   If you already have the appropriate site binding created, select the Edit function to change the SSL Certificate accordingly.

4. Enter the following within the Add Site Binding window:

   • Type: https

   • IP Address: All unassigned.

     If you have multiple IP addresses, select the correct one that applies.

   • Port: 443

   • SSL Certificate: Select the friendly name of the SSL certificate you've installed.

     You can also select the View function to confirm the validity of the certificate.

5. Select OK to finish binding the SSL certificate to your live website.

As SSL certificates have an expiry date, ensure that you renew your certificates timeously to prevent any unexpected down time.

SYSPRO customers that wish to continue using the Silverlight version can potentially make use of Microsoft Edge with Internet Explorer mode. This enables backward compatibility and will be supported by Microsoft through at least 2029.

1. Open Microsoft Edge.

2. Navigate to the Default browser section of the Settings panel.

3. Within the Internet Explorer compatibility section, define the Allow sites to be reloaded in Internet Explorer mode option as Allow:

   

4. Restart your browser for the change to take effect.

5. Enter the SYSPRO Point of Sale URL in your browser and select the Reload in Internet Explorer mode option from the ellipses menu:

   

   Microsoft Edge then loads the SYSPRO Point of Sale site in Internet Explorer mode.

Microsoft Silverlight development framework is currently only supported on Internet Explorer, with Silverlight reaching the end of support on the 12th October 2021, and Internet Explorer end of support on the 15th June 2022.

Microsoft is not planning to terminate Silverlight and Internet Explorer applications after the dates mentioned above, however, Silverlight and Internet Explorer will be unsupported and therefore not receive any future quality or security updates from Microsoft. These two applications will not be redistributable once they reach the end of the support date.

If, however, you need to install Microsoft Silverlight on new machines (up to Microsoft Windows 11) you can install this manually from an old download location or existing machine.

Alternatively, you can attempt to source the install from an alternative site to Microsoft via Google searching. However, SYSPRO doesn't provide specific recommendations for this as it won't be supported, secured or patched by Microsoft.

Depending on the UpdatedInterval defined, the SYSPRO file syncing executes and retrieves the latest SYSPRO files from the Head Office Server and proceeds to copy it down to the branch.

The files that are copied depend on the results returned by the SYSPRO POS Query business object (i.e. POSQRY). The branch checks and gathers the following file details that currently reside in the directories of the branch's SYSPRO installation:

• File names

• Created date

• Modified date

This list is sent to the SYSPRO 8 Point of Sale Synchronize Service and compared to the files on the main Head Office server. Files which do not match created and modified dates are added to a zip file which is then streamed down to the windows service. These files are then extracted and used to update the branch's SYSPRO.

Replication is configurable within the branch setup, so you have the option to create the publications and subscriptions when creating an offline branch. The replication setup is required to distribute the data down to all the Offline branches. Any changes happening at Head Office are then replicated down to the branches so that the branches are kept up to date (e.g. stock levels and customer balances, etc.).

The type of replication chosen is transactional replication so that the updates are replicated down to the branches as soon as they happen. This ensures that the branch data is as up-to-date as the internet connection allows for. Only setup data is replicated, which means that you will centrally administer all your setup (including Branch and User setup). This information is then replicated to all branches so that consistent setup is maintained across all branches.

There are 3 parts to replication:

1. Distributor and distribution

   The first part of the replication setup is the distribution, which is where you configure the distributor and distribution database and the accounts involved. This defines which server acts as the distributor and which database will be utilized as the distribution database.

2. Publisher and publication

   The second part of replication setup is to define the publisher and which distributor it needs to use. The publisher is the server that will publish a database and/or other Microsoft SQL Server items known as articles. During publisher and publication setup, you specify which articles you want published, as well as which distributor will be used by the publisher to send it's publications.

3. Subscriber

   The third part of the setup is the subscriber, which is where you specify the server that will receive the publications from the distributor and how this subscription will be handled by these two servers.

Any changes happening at Head office/Online will be replicated down to the Branches/Offline as soon as a connection is re-established. Likewise, the SYSPRO 8 Point of Sale Copy Service is running the whole time and will keep trying to copy data from the branches. So, when it fails, it will retry until there is a connection and copy any transactions and cash ups from the offline server to the online server, so that they can be posted.

By default, it is set to immediate. This means it will replicate data to the subscribers as it changes, taking connectivity to the branch into consideration.

Replication is instant once the initial snapshot has been copied to the branch, but in our experience, larger databases can take between 5-10 seconds.

Deliberately stopping the replication is not recommended when running SYSPRO Point of Sale as this causes the offline branch to not function correctly.

The replication monitor.

Only customer, inventory, price, tax and other key setup information required. Basically, no transactional data is replicated due to high volumes of data. You can view the data that is copied to the branches by replication using the replication publication articles.

The settings are configurable within each specific service's configuration file, which is located in the install directory of each specific service.

The underlying SYSPRO Point of Sale architecture provides real time updates and seamless database creation and updates, making it truly adaptable.

If any updates are required, SYSPRO Point of Sale automatically updates both the components and databases based on the version currently deployed or updated.

The SYSPRO 8 Point of Sale Synchronize Service controls all updates of the software on the Head Office server and all branch servers. As soon as an update file is found, it ensures that components are copied to all required servers and automatically updates the database, Point of Sale components and SYSPRO components required on the offline server.

This means that updates can be done automatically as part of the SYSPRO update architecture.

This Microsoft Windows service is installed in both online and offline environments and is used to synchronize SYSPRO Point of Sale application files (i.e. it self-heals web site components). It uses web services hosted on the Head Office server to synchronize changes to SYSPRO Point of Sale, as well as SYSPRO files at the various branches.

Its primary purpose is to check for any SYSPRO Point of Sale updates that may have been ported and automatically update the software accordingly.

The secondary purpose of this function in the offline environment is to check for any business object or work file changes that need to be applied to the Branch server. If it detects any updates, it copies down the relevant files needed by the SYSPRO Offline foundation.

This service should only be configured to run once a day after hours (or as required) when SYSPRO settings have changed or updates have been made, so that the required Internet Information Services (IIS) can restart without affecting trading.

This service must be installed on all servers.

• SYSPRO Files Sync Started
• SYSPRO Files Synced
• POS Files Sync started
• POS Files Synced

This is an essential service to successfully use the SYSPRO Point of Sale Offline architecture.

This Microsoft Windows service is installed on the Head Office server and its purpose is to copy transactional data from all offline branches to the main Head Office server. The service therefore continually checks each branch server for transactions that need to be copied up to the Head Office server. If it finds a transaction, it copies it from the branch server (where the Offline Foundation version of SYSPRO ERP is installed) to the Head Office server (where the complete version of SYSPRO ERP is installed) and marks it as "copied" on the branch server.

In the SYSPROPOS database, a table called _BranchesSqlConnections contains the connection strings which the SYSPRO 8 Point of Sale Copy Service references to copy the waiting offline branch data. Each offline branch requires a corresponding connection string in this table to be processed.

Each time the service runs, it determines which branch to copy next by comparing the ProcessDate field in the table, and the last branch processed is the first one to process next. The RecordsToCopy field is used to determine how many transactions will be copied at once.

When the copying process starts, the records being copied are flagged as Busy Copying. When this process completes, it updates with the status Copied.

Two types of data are copied via the SYSPRO 8 Point of Sale Copy Service:

• Transaction data
• End of Day cash up data

The SYSPRO 8 Point of Sale Posting Service posts per company. Therefore, only a single service is installed and the service itself controls posting to multiple companies. It posts on a different thread per company, meaning that it still operates as a separate service but is only installed once.

You can use one of the following sources:

• The log tracing detail text file of the SYSPRO 8 Point of Sale Posting Service

  If this type of logging is enabled in the Posting service configuration file.

• The Windows application logs (Event Viewer > Windows Logs > Application)

A local administrator account that has access to all printers.

This depends on what version of the SYSPRO 8 Point of Sale Print Service is installed on the server:

• If an older version of the service is installed, then you can look in the Temp directory of your C drive for the service text file.
• If a newer version of the service is installed, then you can look in the service's install directory for the LOG - OPERATIONAL.txt and LOG - ERROR.txt text files.

This service is installed on client machines and is used for device-based printing, as well as integration to external devices (e.g. signature pads and card payment integration pads).

Its purpose is to provide the client machine's details (i.e., IP address and computer name) to SYSPRO Point of Sale during transaction processing.

Proceed as follows to install this service using the SYSPRO Point of Sale autorun.exe wizard:

1. Installation Wizard

From the Welcome to the Installation Wizard for SYSPRO 8 Point of Sale Utility Service window, select Next to continue.

2. License Agreement

From the License Agreement window, accept the terms of the agreement.

3. Service Configuration

From the Services Configuration window, indicate the communication port to be used for the SYSPRO 8 Point of Sale Utility Service.

This port number must match the port defined during the install of the SYSPRO 8 Point of Sale Services.

Select Next to continue.

4. Destination Folder

From the Destination Folder window, indicate the install location for the service or accept the default provided.

Select Next to continue.

5. Begin Install

From the Ready to Install the Program window, select the Install function to begin the installation.

Use the Back function if you want to review or change any of your installation settings.

6. Install Complete

Once the installation completes, the Installation Wizard Completed window is displayed.

Select Finish to exit the wizard.

Service operators are created by SYSPRO and are used by SYSPRO services to obtain information about SYSPRO.

The service operator code starts with a double underscore to differentiate them from other operators. A default company code must be assigned to each service operator within the Operator Maintenance program, as we use the company code to log in the service operator via e.net .

The following is a list of service operators and their function within SYSPRO:

• The __ADSYNC service operator is used by the SYSPRO 8 Active Directory Sync Service to push Microsoft Active Directory (AD) information into SYSPRO for Active Directory managed operators.

• The __DFM service operator is used by the SYSPRO 8 Document Flow Manager Folder Poller and SYSPRO 8 Document Flow Manager Queue Poller to monitor folders, send files to the queue and process files.

• The __ESP service operator is used by the following services:

  • SYSPRO 8 Espresso Service,

  • SYSPRO 8 Espresso Notification Service,

  • SYSPRO Espresso Development Plugin and the

  • SYSPRO Avanti Web Service to obtain information for the password reset and forgot password functionality.

• The __POS service operator is used by the SYSPRO 8 Point of Sale Services to determine and validate the setup options and required credentials at start up, update the required databases and post to SYSPRO (if the Point of Sale operator doesn't have access to SYSPRO).

• The __RUL service operator is used by the SYSPRO 8 Rules Engine Service and the SYSPRO 8 Rules Data Service.

• The __SA service operator is used by the SYSPRO 8 Analytics service to make business object calls.

• The __SAI service operator is used by the SYSPRO 8 Machine Learning service.

• The __SRS service operator is used by the SYSPRO 8 Reporting Host Service and the SYSPRO 8 Cognitive Service to manage client-side report printing.

No. A SYSPRO Point of Sale user is linked to a SYSPRO Point of Sale branch. Therefore, if a user is linked to a branch that is flagged as offline, they are only able to log into that specific offline branch.

Similarly, a user linked to an online branch can't log into an offline branch with the same credentials. However, the online user can switch between online branches using the Branch Selection program within SYSPRO Point of Sale.

This is a SYSPRO operator that is created with full admin permissions and is flagged as POS Only. This grants the POS user all the right permissions to use SYSPRO Point of Sale and simultaneously log into SYSPRO in the background. While the POS user is linked to a SYSPRO operator with full admin rights, they will not be able to log into SYSPRO using this operator.

This operator is used to call the required business objects to retrieve setup information from SYSPRO. It is also used to generate SYSPRO operators linked to SYSPRO Point of Sale operators for traceability of transactions in SYSPRO, however, none of these users can log into core SYSPRO.

Each SYSPRO Point of Sale operator has a generated (or existing where required) SYSPRO operator, which provides traceability and audit trails in SYSPRO at an operator level. These generated operators are copied from __POS and are flagged as Point of Sale only operators, therefore they can't log into core SYSPRO. Only SYSPRO Point of Sale programs use the __POS operator internally for retrieving required system information before a user has even logged in.

No, the branch server must be on at all times, with the exception of temporary power failures.

The SYSPRO 8 Point of Sale Synchronize Service is set to run in 24-hour intervals by default. Restart this service at the branches and monitor the Microsoft Windows application logs for the SYSPRO Files Synced status.

• Faster speeds

  One of the biggest benefits the offline architecture is speed.

  When processing sales from SYSPRO Point of Sale you don't have to wait for SYSPRO posting to occur to complete the sale as this gets done in the background by the posting services. This increases the processing speed substantially which is important in a true retail environment where high transaction volumes are being processed.

  This does not apply to Manage Orders as this functionality is only available when the lines are up and will post information to SYSPRO immediately.

• Always-on functionality

  The offline architecture ensures that the branch has limited or no down-time if there are connection issues to head-office or the main server goes down.

  This is critical in retail as it allows the branches to trade and service customers regardless of whether or not you are connected to head-office.

  Only operations that are critical to servicing customers are available in the event the lines go down:

  • Point of Sale
  • Quotes
  • Credit notes
  • Exchanges
  • Account payments
  • Cash-ups
  • End of Day

• Offline trading mode

  • During maintenance:

    The Offline architecture enables all offline branches to trade in offline mode whilst planned maintenance or upgrades are being implemented at Head Office.

  • Trade shows:

    The Offline architecture enables transaction processing offline at trade shows and such, where there is no connection to the Head Office at all. As soon as the mobile device (e.g. laptop) is connected to the network again, it then automatically syncs and posts transactions processed while offline.

Offline branches don't have a complete SYSPRO installation, rather they have the SYSPRO offline foundation version installed. This version has all the business objects required to create all of the different transactions, but not post them to SYSPRO.

All of the offline transactions are saved in the SYSPRO Point of Sale database and are then copied later to the main server (where SYSPRO is installed) using the windows copy service. Once the transaction is copied, the windows posting service posts all of the transactions to SYSPRO.

All the data that is needed on the branch (e.g. customer information) is replicated down from the main server using SQL replication to ensure that the branch always has the most up to date information from SYSPRO.

The offline architecture in SYSPRO Point of Sale is not designed to cater for poor line speeds.

The offline architecture still has to copy transactions to head-office and retrieve data from head-office, therefore the internet lines need to be suitable to handle this.

Using the offline architecture enables operators to trade regardless of whether the lines are down, or the speed has dipped. If the lines do go down, the operator can still trade unaffected and completely independent of what is happening with the lines.

The following SQL Server users must exist with the appropriate permissions enabled:

User type	Rules
Administration SQL user	The user entered here must have the following SQL permissions assigned: SQL Server Roles db_creator This is used to create and drop entities, such as databases, tables, columns, etc. bulkadmin This is used to issue BULK INSERT statements. securityadmin This is used to give database-level permissions as and when needed. processadmin This is used to end SQL processes running on the server using the View Users program.
	Database Mapping db_owner This needs to be set for both system-wide and company databases.
	The user cannot be the same account as the Standard SQL user and the User name cannot contain any spaces.
Standard SQL user	The user entered here must have the following SQL permissions enabled for both system-wide and company databases: db_datareader db_datawriter The user cannot be the same account as the Administrative SQL user and the User name cannot contain any spaces.

The head office server requires a fully licensed Microsoft SQL Server version (the minimum being Microsoft SQL Server 2008 R2).

This allows you to set-up replication and no additional licenses are required for the branches to subscribe.

Microsoft SQL Server Express 2008 R2 (free version) can be used at the branches for a branch server and requires no license.

• Sysprodb
• SYSPRO Company
• SYSPRO Point of Sale database

SYSPRO Point of Sale queries the databases via stored procedures that are managed internally.

1. Log into the SQL instance used with the SQL user and password specified in the connection string of the Web.config file.

2. Check if the SQL login specified in the connection string has access to the database.

   If not, then log into SQL with a SQL administrator account and check that the database mappings for the SQL user in Web.config file are correct according to the documentation.

Use the SQL Server Credentials function within the app.

For more information on this, view the help section Updating SQL Server Credentials, located under Configuring the app.

Yes, you can.

The only difference is during your SQL Configuration when running the SYSPRO Installer app for the first time.

At the SQL Server Name field, ensure that you enter the full instance name (e.g. INSTANCENAME\SQLEXPRESS).

You can check this entry if you run SQL Server Management Studio and view the instance to which you are logging in.

As Microsoft SQL Server Express does not include the SQL Agent, SQL backups can't be scheduled.

Therefore, if you require scheduled back-ups, you need to purchase a full version of Microsoft SQL Server for the branches.

We recommend daily backups of the following:

• Head office SYSPRO Company
• SYSPRO Point of Sale database
• All of the branch's SYSPRO Point of Sale databases

If there is a connection to head office, the transactions will be copied to head office.

If the branch server fails it will lose minimal data - if any. Unless, there are - for example, 10 POS users at the branch doing 100’s of invoices every day; in which case, a better strategy is required where backups are made at the branch at specific time intervals.

It must be considered what the potential loss of data is versus the cost of implementing and managing backups at all the branches. This means you would potentially store the backups remotely or require an extra branch server at each of the stores which now also has to be managed.

But this is ultimately up to you to decide.

The SYSPRO Installer Application lets you install SYSPRO 8 and its required software components, as well as deploy hotfixes.

After you have applied for SYSPRO 8 you will receive a notification email confirming your registration.

After your registration has been approved and the applicable license generated, you will receive an email with your new SYSPRO 8 license XML file and a link to the SYSPRO Installer Application download.

A 6-digit pin is included in your license file and in the email, which will be used when logging into your customer code within the Installer application.

When you launch the SYSPRO Installer, it checks your registry to detect if there is a saved endpoint address for the SYSPRO Deployment Service:

• If the application finds an address entry in your registry, it uses this to find the SYSPRO Deployment Service at that address.

• If a registry entry is not found, the application performs discovery for the SYSPRO Deployment Service.

  If the service is found, the application writes this address to your registry and continues.

  This discovery phase is not performed when using the support version of the application (SYSPRO Installer Support). Instead, you are taken directly to the Endpoint Address screen.
• If the SYSPRO Deployment Service is not discovered:

  1. The app checks whether the service has been installed on your machine.

     If the service is installed, and discovery failed, it could be that the service is not running.

  2. If the deployment service is not installed, a link is provided to allow you to download the service.

     The deployment service setup installation file is automatically downloaded from Azure and installed on your machine.

  3. Once the deployment service is installed, the application verifies the connecting endpoint.
• Once the deployment service is discovered, it is silently installed in the background by default.

Select the Insert default Endpoint icon inside the Endpoint Address text block to populate the block with the current machine DNS name and default Deployment Service SOAP Port.

You can use the Check Endpoint option to start discovery for the service again, if required, however this only works if the Endpoint Address text block is already populated. This is useful if your deployment service has been restarted.

Install service using defaults option

The Install service using defaults option enables you to decide how to install the service.

This option is enabled by default and (if left enabled) results in the Deployment service being downloaded and installed silently to a default location on your C: drive.

If you disable this option, the Deployment service will download and you can select how and where you want to install the service.

When the option is disabled, the following screen will allow you to enter the installation parameters and domain credentials required to run the service:

You would typically disable this option in one of the following situations:

• You want to run the SYSPRO Deployment Service as a specific user.
• You want to change the installation options for the SYSPRO Deployment Service.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

The SYSPRO Installer application requires access to a SQL Server Instance on your network.

The application uses this SQL instance from now onwards to download and record your installation preferences and configuration; including information about your deployment groups, software component versions and installed hotfixes.

Capturing requirements

You are required to set up your SQL authentication and the name of the SQL Server which will store the SYSPRO Deployment database.

Background processes

At this point, the application checks Azure to determine which products are available. It then proceeds to configure an on-premise database and downloads the relevant runtime components (for later use during the install).

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the SYSPRO Additional Software option.

The Additional Software Packages screen provides you with a list of additional software available to install from the SYSPRO Installer application.

The installation files of these products are stored on the Deployment Share in the syspro-additional-software folder.

Currently, the following products are available:

• SYSPRO Additional Services

• SYSPRO Reporting Software

• SYSPRO POS Download Links

• SYSPRO Embedded Analytics

Select the SYSPRO POS Download Links option.

Select the Download button from the applicable version that you want to install. The application then downloads the Autorun ISO to your local Deployment Share folder.

Once the download has completed, a message is displayed confirming the folder location.

The following components are included:

Online Installation

Component	2020 R1 onwards	2019 R2	2019 R1	2018 R2
Microsoft .NET Framework 4.5	√	√	√	√
SYSPRO 8 Avanti Initialization Service	√	√
SYSPRO 8 Point of Sale e.net Communication Service	√	√	√	√
SYSPRO Point of Sale Online	√	√	√	√
SYSPRO 8 Point of Sale Services	√	√	√	√

Offline Installation

Component	2020 R1 onwards	2019 R2	2019 R1	2018 R2
Microsoft .NET Framework 4.5	√	√	√	√
SYSPRO 8 Runtime	√	√	√
SYSPRO 8 Avanti Initialization Service	√	√
SYSPRO 8 Point of Sale Offline Foundation	√	√	√	√
SYSPRO 8 Point of Sale e.net Communication Service	√	√	√	√
SYSPRO 8 Point of Sale	√	√	√	√
SYSPRO 8 Point of Sale Services	√	√	√	√

The following steps describe how to install SYSPRO Point of Sale Online at the main site, using the SYSPRO Point of Sale autorun.exe wizard:

Prerequisites

Ensure that the following are installed:

• Microsoft .NET Framework 4.5

• SYSPRO 8 Point of Sale e.net Communication Service or SYSPRO 8 e.net Communications Load Balancer

• SYSPRO 8 2019 R2 or higher

1. Installation Type

From the Welcome window, select the Online Installation or Offline Installation option, based on your requirements.

2. SYSPRO Point of Sale Online

Within the SYSPRO 8 Point of Sale Online window, select the SYSPRO 8 Point of Sale Online option.

Components that still need to be installed display with an install status of Pending.

Components that have already been installed display with a status of Installed and you have the option to install another instance of SYSPRO Point of Sale for a different SYSPRO company.

Select Install to continue.

3. Installation Wizard

From the Welcome to the Installation Wizard for SYSPRO 8 Point of Sale window, select Next to continue.

4. License Agreement

From the License Agreement window, accept the terms of the agreement.

5. Setup Type

From the Setup Type window, select the Online option.

Select Next to continue.

6. Communications Settings

From the SYSPRO Communications window, enter the SYSPRO 8 e.net Communications Load Balancer settings:

1. Indicate the base directory for the SYSPRO 8 Application Server Instance (e.g. BaseDir), or accept the default provided.

2. Enter the URL for the SYSPRO 8 e.net Communications Load Balancer Endpoint (e.g. net.tcp://localhost:31001/SYSPROWCService).

3. Select the Test Connection function.

   The SYSPRO 8 e.net Load Balancer message box is displayed indicating whether or not the test connection was successful.

   If the test connection fails, you must address any issues before proceeding.

Select Next to continue.

7. Company Information

From the SYSPRO Point of Sale Configuration window, select the applicable SYSPRO Company ID from the drop-down list.

Microsoft Silverlight consideration:

If you are running SYSPRO Point of Sale on the Microsoft Silverlight platform and want to print directly to your printers (i.e. without receiving the printer selection pop-up dialog) proceed as follows:

1. Select the Use SYSPRO Point of Sale Client-Side Service URL option.

   This enables the Head Office server to communicate with the SYSPRO 8 Point of Sale Utility Service which must be installed on each client machine.

2. Enter the URL of where the SYSPRO 8 Point of Sale Utility Service is installed:

   http://localhost:xxxxx/ (where xxxxx indicates the port used during the service install)

   For example:

   http://localhost:30210/

This doesn't apply if you are running SYSPRO Point of Sale in SYSPRO Avanti.

Select Next to continue.

8. Web Site Configuration

From the Web Site Configuration window:

1. Enable the Use https option for improved security.

2. Select your required IIS website.

3. Select the applicable SSL certificate.

   This encrypts the traffic through your website.

Select Next to continue.

9. Destination Folder

From the Destination Folder window, accept the default destination folder or use the Change function to amend the path according to your requirements.

Select Next to continue.

10. SMTP Settings

This step only applies if you intend on using Simple Mail Transfer Protocol (SMTP).

From the SYSPRO Point of Sale Configuration - SMTP settings window, define the SMTP settings as follows:

1. Enter a SMTP Server Address.

2. If authorization is required, enable the SMTP Authorization Required option.

   1. Enter the SMTP Sender.

   2. Enter the SMTP Password.

Select Next to continue.

11. Database Server

From the Database Server window, indicate the applicable SYSPRO Online database server.

For example:

MainSQLServer\SqlInstance

Select Next to continue.

12. Begin Install

From the Ready to Install the Program window, select the Install function to begin the installation.

Use the Back function if you want to review or change any of your installation settings.

13. Install Complete

Once the installation completes, the Installation Wizard Completed window is displayed.

Select Finish to exit the wizard.

If not performed earlier, you are now ready to install the SYSPRO 8 Point of Sale Services.

The following steps describe how to install the services required for SYSPRO Point of Sale in an Online environment, using the SYSPRO Point of Sale autorun.exe wizard:

Prerequisites

Ensure that the following are installed:

• Microsoft .NET Framework 4.5

• SYSPRO 8 Avanti Initialization Service

• SYSPRO 8 Point of Sale e.net Communication Service

• SYSPRO 8

• SYSPRO Point of Sale Online

1. Select an Installation Type

From the Welcome window, select the Online Installation option, based on your requirements.

2. Service Install

Within the SYSPRO 8 Point of Sale window, select the SYSPRO 8 Point of Sale Services option.

Select Install to continue.

3. Installation Wizard

From the Welcome to the Installation Wizard for SYSPRO 8 Point of Sale Services window, select Next to continue.

4. License Agreement

From the License Agreement window, accept the terms of the agreement.

5. Install Setup

The Custom Setup window lists the SYSPRO 8 Point of Sale Services available for install, which comprise of the following:

• SYSPRO 8 Point of Sale Synchronize Service

• SYSPRO 8 Point of Sale Copy Service

• SYSPRO 8 Point of Sale Posting Service

• SYSPRO 8 Point of Sale Print Service

Proceed as follows:

1. Select the This feature, and all sub-features, will be installed on local hard drive option against the following:

   • Point of Sale Sync Service (Mandatory - Online and Offline)

   • Point of Sale Copy and Posting Service (Optional - Online only)

     These are required on the Head Office server if you have offline branches.

   • Point of Sale Print Service (Optional - Online and Offline)

     This is required if you want to print directly to your printers from within SYSPRO Point of Sale.

2. Accept or change the installation path for these service installs.

3. Select Next to continue.

6. Service End Points

From the Services End Points window, provide the details required for the SYSPRO 8 e.net Communications Load Balancer and Online Web Site Location:

1. Indicate the base directory against the SYSPRO 8 Application Instance

   For example:

   BaseDir

2. Enter the SYSPRO 8 e.net Communications Load Balancer Endpoint or accept the default provided.

   For example:

   net.tcp://localhost:31001/SYSPROWCFService

3. Test the connection.

   A message box is displayed indicating whether or not the test connection was successful.

4. Enter the web site location against the Online Web Site URL field.

   For example:

   https://YourMainAppServer/SYSPRO8POS_EDU1/

Select Next to continue.

7. Printing Service Credentials

This step only applies if you selected to install the SYSPRO 8 Point of Sale Print Service.

From the Printing Service Credentials window, indicate the credentials against which the SYSPRO 8 Point of Sale Print Service must be run:

• Domain

  Indicate the name of the network to which you are connecting.

• User name

  Indicate the user login credentials of the SYSPRO 8 Point of Sale Print Service Windows user that is used to access the network.

• Password

  Indicate the password credentials used to access the network.

Select Next to continue.

8. Begin Install

From the Ready to Install the Program window, select the Install function to begin the installation.

Use the Back function if you want to review or change any of your installation settings.

9. Install Complete

Once the installation completes, the Installation Wizard Completed window is displayed.

Select Finish to exit the wizard.

The following steps describe how to launch and log into SYSPRO Point of Sale Online after its installation, as well as how to configure a new branch and user:

1. Open the SYSPRO Point of Sale application by launching your browser and entering the URL http://{your servername}/SYSPRO8AvantiPOS_{yourcompanyID}/.

   For example:

   http://localhost/SYSPRO8AvantiPOS_EDU1/

   Currently you need to use Internet Explorer to load the Silverlight version of SYSPRO Point of Sale.

2. The initial site loading might take longer due to the SYSPRO Point of Sale database being added to Microsoft SQL Server.

   Once the database is created, SYSPRO Point of Sale detects that there are no branches configured as yet and renders a message box indicating as such.

   Select OK to continue.

3. Within the Add New Branch And User program:

   1. From the Branch Detail tab, enter the following information to create a new branch:

      1. Enter a unique branch code of up to 10 characters in the Branch Code field (e.g. 10 - North).

      2. Enter a description for the branch in the Description field (e.g. Receivables - North (Online)).

      3. Select the appropriate SYSPRO branch from the SYSPRO Branch list (e.g. 10 - Receivables - North).

   2. From the User Detail tab, enter the following information to create a new user:

      1. Enter the login name for the user in the User Name field.

      2. Enter an email address in the Email field.

      3. Enter a password in the Password field.

      4. Enter the user's first name in the First Name field.

      5. Enter the user's last name in the Last Name field.

      6. Against the SYSPRO Operator field, select the Existing option to link this user to an existing SYSPRO operator.

         Alternatively, select New to create a new SYSPRO operator for SYSPRO Point of Sale only.

         If linking to an existing SYSPRO operator:

         Ensure that the SYSPRO operator is configured to use Microsoft SQL Server authentication and that the user name and password used for authentication are the same as the details provided in the SYSPRO Point of Sale Online and Offline installation wizards.

      7. Enable the Change Password On Next Login option if you want the operator to create their own password on their next login.

   3. Select Ok to continue.

      An Admin user with full permissions is then created. We recommend that you change the admin password on first login.

   The bare minimum information is entered here, therefore you must return to the Branch and User program to complete the balance of the required information later.

The SYSPRO Point of Sale Login window is displayed.

The following steps describe how to install another instance of SYSPRO Point of Sale Online, using the SYSPRO Point of Sale autorun.exe wizard:

1. Installation Type

From the Welcome window, select the Online Installation or Offline Installation option, based on your requirements.

2. Install Another Instance

Within the SYSPRO 8 Point of Sale Online window, select the Install another instance option.

3. InstallShield Wizard

From the SYSPRO 8 Point of Sale for (CompanyID) - InstallShield Wizard window, select the Install a new instance option.

Select Next to continue.

4. Installation Wizard

From the Welcome to the Installation Wizard for SYSPRO 8 Point of Sale window, select Next to continue.

5. License Agreement

From the License Agreement window, accept the terms of the agreement.

6. Setup Type

From the Setup Type window, select the Online option.

Select Next to continue.

7. Communications Settings

From the SYSPRO Communications window, enter the SYSPRO 8 e.net Communications Load Balancer settings:

1. Indicate the base directory for the SYSPRO 8 Application Server Instance (e.g. BaseDir), or accept the default provided.

2. Enter the URL for the SYSPRO 8 e.net Communications Load Balancer Endpoint (e.g. net.tcp://localhost:31001/SYSPROWCService).

3. Select the Test Connection function.

   The SYSPRO 8 e.net Load Balancer message box is displayed indicating whether or not the test connection was successful.

   If the test connection fails, you must address any issues before proceeding.

Select Next to continue.

8. Company Information

From the SYSPRO Point of Sale Configuration window, select the applicable SYSPRO Company ID from the drop-down list.

Microsoft Silverlight consideration:

If you are running SYSPRO Point of Sale on the Microsoft Silverlight platform and want to print directly to your printers (i.e. without receiving the printer selection pop-up dialog) proceed as follows:

1. Select the Use SYSPRO Point of Sale Client-Side Service URL option.

   This enables the Head Office server to communicate with the SYSPRO 8 Point of Sale Utility Service which must be installed on each client machine.

2. Enter the URL of where the SYSPRO 8 Point of Sale Utility Service is installed:

   http://localhost:xxxxx/ (where xxxxx indicates the port used during the service install)

   For example:

   http://localhost:30210/

This doesn't apply if you are running SYSPRO Point of Sale in SYSPRO Avanti.

Select Next to continue.

9. Web Site Configuration

From the Web Site Configuration window:

1. Enable the Use https option for improved security.

2. Select your required IIS website.

3. Select the applicable SSL certificate.

   This encrypts the traffic through your website.

Select Next to continue.

10. Destination Folder

From the Destination Folder window, accept the default destination folder or use the Change function to amend the path according to your requirements.

Select Next to continue.

11. SMTP Settings

This step only applies if you intend on using Simple Mail Transfer Protocol (SMTP).

From the SYSPRO Point of Sale Configuration - SMTP settings window, define the SMTP settings as follows:

1. Enter a SMTP Server Address.

2. If authorization is required, enable the SMTP Authorization Required option.

   1. Enter the SMTP Sender.

   2. Enter the SMTP Password.

Select Next to continue.

12. Database Server

From the Database Server window, indicate the applicable SYSPRO Online database server.

For example:

MainSQLServer\SqlInstance

Select Next to continue.

13. Begin Install

From the Ready to Install the Program window, select the Install function to begin the installation.

Use the Back function if you want to review or change any of your installation settings.

14. Install Complete

Once the installation completes, the Installation Wizard Completed window is displayed.

Select Finish to exit the wizard.

The following steps describe how to install the SYSPRO Point of Sale Offline Foundation using the SYSPRO Point of Sale autorun.exe wizard:

Prerequisites

Ensure that the following are installed:

• Microsoft .NET Framework 4.5

• SYSPRO 8 Runtime

• SYSPRO Point of Sale Online

• SYSPRO 8 Point of Sale Services (installed at the online branch)

Ensure that the following are configured in SYSPRO Point of Sale Online:

• Online Branch

• User

• License allocation

• Offline branch (via the Branch Settings program)

• Offline user (via the Manage User program)

1. Installation Type

From the Welcome window, select the Offline Installation option.

2. Prerequisites Check

Before commencing with the SYSPRO Point of Sale Offline install, the system verifies if the prerequisites have been installed (i.e. Microsoft .NET Framework 4.5 and SYSPRO 8 Runtime) and if not, launches the appropriate wizards accordingly.

The following explains the wizard process for installing the SYSPRO 8 Avanti Initialization Service, which enables you to run SYSPRO Point of Sale in SYSPRO Web UI (Avanti):

1. From the Welcome screen of the SYSPRO Avanti Initialization Service - Installation Wizard, select Next.

2. From the License Agreement window, accept the terms of the agreement.

3. From the Destination Folder window, indicate the folder in which you want to install the SYSPRO 8 Avanti Initialization Service.

4. From the SYSPRO Communications window, indicate the communications port for the service.

5. From the Ready to install the Program window, select Install to continue.

6. From the Installation Wizard Completed window, select Finish to conclude the installation.

The Welcome to the Installation Wizard for SYSPRO 8 Point of Sale Offline Foundation window is displayed.

3. SYSPRO Point of Sale Offline Foundation

From the Welcome to the Installation Wizard for SYSPRO 8 Point of Sale Offline Foundation window, select Next to continue.

The SYSPRO Point of Sale Offline Foundation installs the SYSPRO files and folders that are required for SYSPRO Point of Sale to run at an offline site.

4. License Agreement

From the License Agreement window, accept the terms of the agreement.

5. System Setup

From the System Setup window, enter the name of your SYSPRO Offline database server.

For example:

OfflineBranchSQLServer\SqlInstance

Ensure that you enter the correct database details for your offline server, as data integrity will be compromised if your data source connects to the online server.

A system message is displayed prompting you to confirm that you have entered the correct details for your offline environment.

Select Yes to proceed.

6. Destination Folder

From the Destination Folder window, accept the default destination folder or use the Change function to amend the path according to your requirements.

Select Next to continue.

7. Begin Install

From the Ready to Install the Program window, select the Install function to begin the installation.

Use the Back function if you want to review or change any of your installation settings.

8. Install Complete

Once the installation completes, the Installation Wizard Completed window is displayed.

Select Finish to exit the wizard.

Your next step is to install the SYSPRO 8 Point of Sale e.net Communication Service.

The following steps describe how to install the SYSPRO 8 Point of Sale e.net Communication Service in an Offline environment, using the SYSPRO Point of Sale autorun.exe wizard:

1. Installation Type

From the Welcome window, select the Offline Installation option.

2. Service Install

Within the SYSPRO 8 Point of Sale Offline window, select the SYSPRO 8 Point of Sale e.net Communications Service option.

Select Install to continue.

3. Installation Wizard

From the Welcome to the Installation Wizard for SYSPRO 8 Point of Sale e.net Communications Load Balancer window, select Next to continue.

4. License Agreement

From the License Agreement window, accept the terms of the agreement.

5. Service Configuration

From the Service Configuration window:

1. Enter the relevant Service SOAP Port, or accept the default provided.

2. Enable the Add SOAP port to firewall option.

3. Enter the relevant Service REST Port, or accept the default provided.

4. Enable the Add REST port to firewall option.

Select Next to continue.

6. Port Assignment

From the Port Assignments window, configure your load balancing processes as follows:

1. Indicate your required number of load balancing processes.

2. Enter the additional SOAP port numbers for the load balancing processes, or accept the defaults provided.

Select Next to continue.

7. Destination Folder

From the Destination Folder window, accept the default folder of where you want to install the SYSPRO 8 Point of Sale e.net Communication Service, or use the Change function to amend the path according to your requirements.

Select Next to continue.

8. Begin Install

From the Ready to Install the Program window, select the Install function to begin the installation.

Use the Back function if you want to review or change any of your installation settings.

9. Install Complete

Once the installation completes, the Installation Wizard Completed window is displayed.

Select Finish to exit the wizard.

Your next step is to install SYSPRO Point of Sale Offline.

The following steps describe how to install SYSPRO Point of Sale in an offline environment, using the SYSPRO Point of Sale autorun.exe wizard:

Prerequisites

Ensure that the following are installed:

• Microsoft .NET Framework 4.5

• SYSPRO 8 Runtime

• SYSPRO Point of Sale Online

• SYSPRO Point of Sale Offline Foundation

• SYSPRO 8 Point of Sale e.net Communication Service

Ensure that the following are configured in SYSPRO Point of Sale Online:

• Branch

• User

1. Installation Type

From the Welcome window, select the Offline Installation option.

2. SYSPRO Point of Sale Offline

Within the SYSPRO 8 Point of Sale Offline window, select the SYSPRO 8 Point of Sale option.

Select Install to continue.

3. Installation Wizard

From the Welcome to the Installation Wizard for SYSPRO 8 Point of Sale window, select Next to continue.

4. License Agreement

From the License Agreement window, accept the terms of the agreement.

5. Setup Type

From the Setup Type window, select the Offline option.

Select Next to continue.

6. SYSPRO Communications

From the SYSPRO Communications window, enter the SYSPRO 8 e.net Communications Load Balancer settings:

1. Indicate the base directory for the SYSPRO 8 Application Server Instance (e.g. BaseDir), or accept the default provided.

2. Enter the URL for the SYSPRO 8 e.net Communications Load Balancer Endpoint (e.g. net.tcp://localhost:31001/SYSPROWCService).

3. Select the Test Connection function.

   The SYSPRO 8 e.net Load Balancer message box is displayed indicating whether or not the test connection was successful.

   If the test connection fails, you must address any issues before proceeding.

4. Indicate the base directory for the SYSPRO 8 ONLINE Application Server Instance (e.g. BaseDir), or accept the default provided.

5. Enter the URL for the SYSPRO 8 e.net Communications Load Balancer Endpoint at the Online site (e.g. net.tcp://localhost:31001/SYSPROWCService).

Select Next to continue.

7. SYSPRO Point of Sale Configuration

From the SYSPRO Point of Sale Configuration window, enter your company and branch information:

1. Select the applicable SYSPRO Company ID from the drop-down list.

2. Enter the SYSPRO branch code (for the branch at which you are installing the Offline Foundation) within the Offline Branch field.

3. Enter the Main Online Website URL field (e.g. https://YourMainAppServer/SYSPRO8POS_EDU1/).

Microsoft Silverlight consideration:

If you are running SYSPRO Point of Sale on the Microsoft Silverlight platform and want to print directly to your printers (i.e. without receiving the printer selection pop-up dialog) proceed as follows:

1. Select the Use SYSPRO Point of Sale Client-Side Service URL option.

   This enables the Head Office server to communicate with the SYSPRO 8 Point of Sale Utility Service which must be installed on each client machine.

2. Enter the URL of where the SYSPRO 8 Point of Sale Utility Service is installed:

   http://localhost:xxxxx/ (where xxxxx indicates the port used during the service install)

   For example:

   http://localhost:30210/

This doesn't apply if you are running SYSPRO Point of Sale in SYSPRO Avanti.

Select Next to continue.

8. Web Site Configuration

From the Web Site Configuration window:

1. Enable the Use https option for improved security.

2. Select your required IIS website.

3. Select the applicable SSL certificate.

   This encrypts the traffic through your website.

Select Next to continue.

9. Destination Folder

From the Destination Folder window, accept the default destination folder or use the Change function to amend the path according to your requirements.

Select Next to continue.

10. SMTP Settings

This step only applies if you intend on using Simple Mail Transfer Protocol (SMTP).

From the SYSPRO Point of Sale Configuration - SMTP settings window, define the SMTP settings as follows:

1. Enter a SMTP Server Address.

2. If authorization is required, enable the SMTP Authorization Required option.

   1. Enter the SMTP Sender.

   2. Enter the SMTP Password.

Select Next to continue.

11. Database Server

From the Database Server window, indicate the applicable SYSPRO Offline database server.

For example:

OfflineBranchSQLServer\SqlInstance

Select Next to continue.

12. Begin Install

From the Ready to Install the Program window, select the Install function to begin the installation.

Use the Back function if you want to review or change any of your installation settings.

13. Install Complete

Once the installation completes, the Installation Wizard Completed window is displayed.

Select Finish to exit the wizard.

Your next step is to install SYSPRO Point of Sale Services Offline.

The following steps describe how to install the services required for SYSPRO Point of Sale in an Offline environment, using the SYSPRO Point of Sale autorun.exe wizard:

Prerequisites

Ensure that the following are installed:

• Microsoft .NET Framework 4.5

• SYSPRO 8 Runtime

• SYSPRO Point of Sale Online

• SYSPRO Point of Sale Offline Foundation

• SYSPRO 8 Point of Sale e.net Communication Service

• SYSPRO Point of Sale Offline

Ensure that the following are configured in SYSPRO Point of Sale Online:

• Branch

• User

1. Select an Installation Type

From the Welcome window, select the Offline Installation option, based on your requirements.

2. Service Install

Within the SYSPRO 8 Point of Sale Offline window, select the SYSPRO 8 Point of Sale Services option.

Select Install to continue.

3. Installation Wizard

From the Welcome to the Installation Wizard for SYSPRO 8 Point of Sale Services window, select Next to continue.

4. License Agreement

From the License Agreement window, accept the terms of the agreement.

5. Install Setup

The Custom Setup window lists the SYSPRO 8 Point of Sale Services available for install, which comprise of the following:

• SYSPRO 8 Point of Sale Synchronize Service

• SYSPRO 8 Point of Sale Copy Service

• SYSPRO 8 Point of Sale Posting Service

• SYSPRO 8 Point of Sale Print Service

Proceed as follows:

1. Select the This feature, and all sub-features, will be installed on local hard drive option against the following:

   • Point of Sale Sync Service (Mandatory)

   • Point of Sale Print Service (Optional)

     This is required if you want to print directly to your printers from within SYSPRO Point of Sale.

2. Accept or change the installation path for these service installs.

3. Select Next to continue.

6. Service End Points

From the Services End Points window, provide the details required for the SYSPRO 8 e.net Communications Load Balancer and Online Web Site Location:

1. Indicate the base directory against the SYSPRO 8 Application Instance

   For example:

   BaseDir

2. Enter the SYSPRO 8 e.net Communications Load Balancer Endpoint or accept the default provided.

   For example:

   net.tcp://localhost:31001/SYSPROWCFService

3. Test the connection.

   A message box is displayed indicating whether or not the test connection was successful.

4. Enter the web site location against the Online Web Site URL field.

   For example:

   https://YourMainAppServer/SYSPRO8POS_EDU1/

Select Next to continue.

7. Printing Service Credentials

This step only applies if you selected to install the SYSPRO 8 Point of Sale Print Service.

From the Printing Service Credentials window, indicate the credentials against which the SYSPRO 8 Point of Sale Print Service must be run:

• Domain

  Indicate the name of the network to which you are connecting.

• User name

  Indicate the user login credentials of the SYSPRO 8 Point of Sale Print Service Windows user that is used to access the network.

• Password

  Indicate the password credentials used to access the network.

Select Next to continue.

8. Begin Install

From the Ready to Install the Program window, select the Install function to begin the installation.

Use the Back function if you want to review or change any of your installation settings.

9. Install Complete

Once the installation completes, the Installation Wizard Completed window is displayed.

Select Finish to exit the wizard.