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Import Data

Introduction

In these release notes all relevant information regarding this release can be found. Please read these release notes
carefully and make sure they are understood. We strongly recommend not to roll out this release of software directly on the
working system but to test it first before going life. If there are questions, remarks or a problem should be reported please
send an email to [email protected].

Disclaimer of warranty

Inepro BV makes no representations or warranties, either express or implied, by or with respect to anything in this
document, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any
indirect, special or consequential damages.

Copyright © 2010, Inepro BV.
All rights reserved.

"Inepro BV" and Inepro BV’s products are trademarks of Inepro BV. References to other companies and their products use
trademarks owned by the respective companies and are for reference purpose only.

Purpose

The purpose of this document is to help install and configure Inepro Data Import service. This document will not cover the
installation of IBOS, the Active directory or the creation of CSV files. This document is intended for users that want to import
user data into their existing and running IBOS installation.

Definitions, Acronyms and Abbreviations
IBOS

=

Inepro Back office suite

IDIS

=

Inepro Data Import Service

SVS

=

Stored Value Server, using central account with tags

SVC

=

Stored Value Card, using cards

CSV

=

Comma Separated Values

LDAP

=

Lightweight directory Access Protocol

AD

=

Microsoft Active Directory

Minimum Requirements

·

IBM Compatible PC, Intel Pentium, 1GHz (or higher)

·

Windows Server 2003 or 2008 (32 or 64 bit)

·

1 GB RAM

·

20 GB HDD free disk space

·

NTFS file system

·

Display resolution 1024 X 768 or higher

·

Working SQL server with IBOS database

·

A backup of this working database

·

Administrator rights

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Summary of Contents for Back Office Suite

Page 1: ... 2020 Inepro B V All rights reserved Technical Manual Inepro Back Office Suite Inepro Back Office Suite ...

Page 2: ......

Page 3: ...Suite This manual contains information on how to do that please read it carefully Due to continuous product improvements this manual is subject to changes without notice We strongly recommend you read the license agreement to fully understand its coverage and your responsibilities of ownership Your Inepro dealer is dedicated to your satisfaction and will be pleased to answer your questions and you...

Page 4: ...ment the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly...

Page 5: ... Printer 40 Assign Authorization Rights 44 Users 46 Cards 47 Creating a card with the Admin Terminal 48 Print and Create User Cards 51 Printing a Card without Creating it 52 Accounts Tags 54 Product Groups 55 VAT 56 Products Paper Prices 60 Product Template s 62 Price Lines 65 Site Types 66 How to use the Organisation structure 67 Organisation 68 Location 69 Site 70 DocuPRO Device s 71 CashPRO Dev...

Page 6: ...re System Settings 114 AbsencePRO 115 DocuPRO 118 PayCon Server 120 Inepro Back Office Manager 120 License Server 121 AccessPRO 122 5 Create Discounts Permissions 130 6 Enable Reload Functions 132 7 Cards Acounts Tags 132 Link an Account and a tag to a User 133 Print and Create Tags 134 Print Subscriptions 135 Replace a Card Tag 136 Block Unblock a Card 137 Locked Cards 138 Moving Balance from an ...

Page 7: ...nge Interface Settings 199 USB Stick Procedure 201 Balance Scheduler 203 Scheduled Tasks 207 Troubleshooting 211 213 1 Tracking User Issues 214 2 Logs 214 3 ini files 215 4 Registry 215 5 Error Messages 216 6 Generic 216 Card can not be reloaded 216 Move credit to new card 217 Prices are not transfered to the terminal 218 Terminal is not sending the transactions 219 7 PayCon II 219 Error 9 Unknown...

Page 8: ...pro com Table of Content 225 User can not get in out Glossery 227 228 1 Field Names Appendices 231 232 1 Appendix A Discount Order List 232 Discount Order List 235 2 Appendix B Flowchart 235 Flowchart End User Licence Agreement I ...

Page 9: ...Introduction PartI ...

Page 10: ... CashPRO is financial accounting software used to control vending machines and cash registers AccessPRO is used to have access control on electronic gates and to register user access Inepro has tried to cover every aspect of the Inepro Back Office Suite All Modules in this manual This first part of this manual will address the installation and setup of the Inepro Back Office Suite software on the ...

Page 11: ...3 Overview IBOS Overview IBOS ...

Page 12: ......

Page 13: ...Hardware Installation PartII ...

Page 14: ... Set the IP address as fixed in the terminal On site Make sure the terminal is able to use it s fixed IP address Connect the serial cable to the computer and or plug the network cable into a available network socket Connect the power cable to an available power outlet The Administrative terminal can be connected via the network instead of using the serial cable ...

Page 15: ...Make sure that a power outlet is available at the location of the card printer On site Connect the device to a power outlet connect the serial cable to the Administrative Terminal and the USB cable to the workstation The printer should be visible in the OS go to www fargo com or use the included driver CD if drivers are required ...

Page 16: ...Preparation Determine a place to mount or keep the Inepro licence box Make sure that a network and power outlet are available at the location of the license box On site Connect the Inepro License box to a power outlet and their network cable s to a network outlet ...

Page 17: ...h machines to or from the system Make sure that the required data such as the IP address or IP range of this terminal and the address of the server are known by Inepro Make sure that a network and power outlet are available at the location of the vending machine The terminal is powered separately and requires an additional power outlet and an additional network outlet On site Connect the device an...

Page 18: ...ng machines to or from the system Make sure that the required data such as the IP address or IP range of this terminal and the address of the server are known by Inepro Make sure that a network and power outlet are available at the location of the vending machine The terminal is powered by the vending machine and does not require an additional power outlet Soup Coffee Orange juice machines and mac...

Page 19: ... such an engineer when adding or removing such machines to or from the system Make sure that the required data such as the IP address or IP range of this PosPRO till and the address of the server are known by Inepro Make sure that a network and power outlet are available at the location of the till On site Connect the PosPRO till to a power outlet and the network cable to a network outlet ...

Page 20: ......

Page 21: ...Software installation PartIII ...

Page 22: ...g other settings or the database A valid Inepro license key file Recommended work plan Install the database and license server on the database server Configure the license box and license server Load the license Install the Inepro Business server Install the DocuPRO components on the print server Install the ScanToXServer if used separate setup Install the satellite components and software like th...

Page 23: ...uage in this language the software will be installed and if this is the first time you install the database the database fields will also be in this language click OK 3 Welcome Screen This will inform you of the software version click Next ...

Page 24: ...fice Suite Software installation 4 License Agreement Read the license select I accept the agreement and click Next 5 Select Destination Location Select the folder where to install the Inepro Back Office Suite click Next ...

Page 25: ...alled note that most services often only need to be installed one 1 server just like the database and license server must normally only be installed in one location in the system So carefully analyse what is needed at this location before the components are chosen ...

Page 26: ...this will require more internal memory and disk space but gives a better user experience Not using Print job previews will lighten the server load The impact this has depends on the number of jobs that are on the server on the same time Use Inepro LPD service will use Inepro s own LPD service instead of using the Windows LPD service This will be used in those cases where the Windows LPD service ca...

Page 27: ...ut the location of the SQL server the database catalog and the credentials inepro s default credentials will be used by default when other credentials must be used these must also be created in the SQL database for the IBOS catalog ...

Page 28: ...20 Inepro Back Office Suite Software installation 9 Select Start Menu Folder Select the Start Menu folder ...

Page 29: ...21 10 Select Additional Tasks Unless the database is installed on this machine the database wizard should not be run ...

Page 30: ...22 Inepro Back Office Suite Software installation 11 Ready to Install The Ready to install screen will give you an overview of the installation choices ...

Page 31: ...23 12 Preparing to install 13 Preparing to install files still open 14 Installing Closing applications 15 Installing If there are still Inepro files open a warning will be issued if so click Next ...

Page 32: ...d The setup is finished if the database was created upgraded and a license box was installed with a valid license the Inepro Back Office Manager should start If not uncheck the Launch Inepro Back Office Manager box and make sure this issues are attended to first ...

Page 33: ...basic elements of the IBOS system The possibilities of the dialog screens are treated in this section Prerequisites None Where Main Menu Tools Wizard The wizard can be started manually or is started automatically at the first time use First the welcome screen is shown which will give some idea on what stages to expect during the setup wizard ...

Page 34: ... Site data One Site must be set as the main or activated Site If a site is not yet set to active it can be set by clicking the button Only if a Site has been set to active the wizard can continue and the button will be enabled When no authentication data is entered everybody can start the Back Office Manager and has access to all functionalities offered by this version of the Inepro Back Office Su...

Page 35: ...M port box should be checked At Budget Location choose between Cards Online Account or Both If either Cards or Online Accounts is chosen the other option will disappear from the menu Read more about Budget Locations in the chapter Account Card Settings on page Product groups can be used to manage the Products and Paper Prices easier By default a small number of product groups are provided The prod...

Page 36: ...ith a number of pre defined Products and Paper Prices These can be added deleted or modified now or in a later session via the menu Keep in mind that this is a good moment to set the prices of the basic products Read more about products or Paper Prices in the chapter products on page 56 ...

Page 37: ...or modify these templates Read more about Product Templates in the chapter Product Templates on page Printer Pools are groups of printer queues These groups are used for printer rules and other grouping applications Read more about Product Templates in the chapter Printer Pools on page When the DocuPRO Server has been installed all local printers are added to the database All other devices need to...

Page 38: ......

Page 39: ...Steps PartIV ...

Page 40: ...ic and or sells those products Inepro Back Office Manager The Inepro Back Office Manager is the Graphical User Interface of the Inepro Back Office Suite AccessPRO AccessPRO is the module that manages and registers access ports and zones controlling and registering the flow of people going in and out of the site building CashPRO PosPRO CashPRO manages the PosPRO cash registers and the vending machi...

Page 41: ...ite data on an existing customer card Accounts can be credited without the user and or card present Supported technologies Contact chip card Magnetic stripe card Mifare proximity card Legic proximity card Hitag proximity card Barcode card Proximity card When to use the Stored Value Card Environment When a IBOS system is set up as a Stored Value Card Environment all relevant balance and account inf...

Page 42: ...gement Page D Single site 1 database server 2 print servers and remote management Page E Multiple sites 1 database server 2 print servers and remote management Page Stand alone configuration In the stand alone configuration all modules are installed on 1 machine In the stand alone configuration all modules are installed on 1 machine All modules connect to the IBOS database for information synchron...

Page 43: ...Model 1 central server remote management All the server tasks remain concentrated on a single server the configuration of the software is done via a workstation in the network which has a database connection to the server ...

Page 44: ...1 print server and remote management The database resides on a dedicated database server all server modules on the print server connect via the network to the database server and also the Inepro Back Office Manager on the workstation connects to the central database ...

Page 45: ...as the module to communicate with all Terminals in the network and he manages his local print queues The second print server only manages his local print queues The workstation can manage the complete setup from 1 single point of maintenance The print queues on the server that doesn t have PCS PayCon Service running will NOT be accessible by the Terminals on the network ...

Page 46: ...uld look like The sample has a central site where the database server resides and the some of the management is done Furthermore are there 2 remote sites with live connection to the database that handle their own print jobs and control the local networked Terminals All three locations are able to use the User management options via the Back Office Manager ...

Page 47: ...e ordered with a card printer and an Administrative PayCon 1 In the Tool menu choose Connection Settings and check Administrative PayCon Select if the PayCon is connected trough a COM port or via the network using TCP IP When it is connected via the network set the IP address 2 Check if the PayCon is connected to the printer 3 Make sure the printer is installed in windows with the correct printer ...

Page 48: ...nt right to an employee an employee must first be created with General Manager rights all available rights Then another employee can be created with less rights There are three ways to define a customized rights profile Preselect a template Placing or removing check marks at the check boxes for every right Using the Enable User Rights Admin function ...

Page 49: ...nd Employee PIN are used for PosPRO employees So if the employee should also be able to access one or more PosPRO tills his credentials should be submitted here On the bottom these buttons are visible Button Description Set Default Rights Choose a template from the default templates Set Rights Copy Template from existing template and enable or disable rights per module Save Rights Save current sel...

Page 50: ...r make changes in the menu s all reports except Turnover Report Total sum of amounts and Device Click Set default rights select the appropriate template and click OK Set Rights can also be used to select a custom template Either use that template click OK or change that template by enabling or disabling modules or by enabling or disabling check boxes in the list below After that either save those ...

Page 51: ...nchecking the tick box Ronald s right to view AccessPRO devices is revoked 5 Because Execute Default Action was unchecked the AccessPRO Devices window will not be shown if I press 6 Press 7 To stop the User Rights Admin mode click Enable User Rights Admin in the Tools menu like in step 2 once more leave Execute Default Action on and press 8 The User Rights Admin function has now been closed ...

Page 52: ... Bar Code Barcode is a field that is used to print a bar code on a User card w ith the print lay out Usually this is also the User Code but sometimes bar code specific stop and start characters like A are necessary for the bar code to w ork Valid From This field can set a date from w hich the user can use the system set by default to 1 1 1900 Valid Trough This field can set an end date through the...

Page 53: ...elete the photo Copy to clipboard Copy the photo to the Windows clipboard Paste it again in Paint or any other image editor Full size preview Show the picture in the resolution it is stored in Context Menu Export Users to XML Export the selected Users to a XML file Import Users from XML Import the Users in this XML file Go To User Log Link to User Log Create Chip Cards If a card printer with a chi...

Page 54: ...o be specifically ordered Contact the Inepro account manager assigned to your organisation The Cards Dialog properties First screen User Code Unique number to identify the User User The User linked to this card Card Number The unique number of the card Card Type Defines the type of chip card like SLE4442 Mifare Card Group The group that this card is part of Subscription The subscription of the use...

Page 55: ...erminal connected configured Creating a card with the Admin Terminal Simply create by presenting a card to the Admin Terminal Empty card on the PayCon SVC system only 1 Put Card on Admin PayCon the card screen pops up 2 Check and if not correct change user or user code to the desire user 3 Check and if not correct change the other information press next 4 Check and if not correct change the purses...

Page 56: ... be edited From the card menu If a card printer is connected the card can also be printed 1 Press Add Card Icon 2 Put the Empty card on the PayCon if the must not be printed if it does choose Create Card technology card with Card Printer Where Card Technology is the card technology chip card or Mifare 3 Change user or user code to the desire user 4 Check and if not correct change the other informa...

Page 57: ...Create and print multiple cards in one go When the card printer that can create cards while printing them is available that printer can be used to create user card saving the time and the expenses to do both processes separately Before card can be created and printed the card printer has be connected to our software Read more about connecting a Card Printer in the chapter How to connect a Card Pri...

Page 58: ... cards for the creation of Mifare cards and Create Chip cards for the creation of chip cards 3 Select the Card Group the selected user s belong to and the validation period 4 Click Select the appropriate Card Purses Click 5 Check if the group layout is correct and if not overwrite the card group with Overwrite using 6 Click ...

Page 59: ...Basic Users Printing a Card without Creating it When the User cards already have been created or when dummy cards are printing just to show or sample the layout the card can still be printed without writing data on the card 1 Select the User s 2 Right click one of the user s 3 Pick Simple Options Print User card 4 Pick the desired Layout from the layout menu Read more about connecting a Card Print...

Page 60: ... be used in a combined or Store Value Server system Look up the difference here Although a Tag might physically be able to store data it s still a Tag as long Inepro is concerned as long as there is no Inepro data stored The Account Dialog properties First screen User data User Code Unique number to identify the User User The User linked to this Account Account Number The unique number of the acco...

Page 61: ...arget use of the budget Purse Type Is it a balance or a unlimited budget Balance What is the balance Purses on the Account Third screen tags New ID The tag type this can be Mifare a manual code or any supported tag technology ID Code The code that identifies the tag best not the insert this manually but automatically by not entering this dialog but presenting the tag to the administrative terminal...

Page 62: ...vely used Products will now be neatly divided in sub headers on the reports and this will give a better overview To create a group simply go to the Edit menu select the group and click the Add button Product groups can be used to manage the Products and Paper Prices easier By default a small number of product groups are provided The Product Group properties Name The name of the Product Group Descr...

Page 63: ...55 Define VAT Prerequisites None Where Main Menu Data VAT VAT Fill in the VAT rates that are used in the system The fields are self explanatory ...

Page 64: ... open and will be set by the employee Product Type The type of the product for example a cash register vending print or copy This is used in combination with Device Type and Product Template to make sure the Document products like print or copy can t be used on CashPRO device like a vending machine and vice versa Link Type Determines if a product is linked to another product It can be set to Norma...

Page 65: ... product number range at 1000 So assign the first product product code 1001 Product 1 1001 2 1002 3 1003 4 1004 5 1005 6 1006 7 1007 Terminal Display Name The terminal display name is a short name that must be able to fit on the terminal PayCon PayMatic PayCon Touch So assign it a name of about 15 characters depending on the use of smaller or wider letters Terminal Display Name 1 O jay O Juice 2 B...

Page 66: ... 2 0 85 3 0 30 4 0 30 5 0 40 6 0 30 7 2 50 Open Price 1 7 Disabled Product Type 1 7 Cash Register Link Type 1 Linked 2 Linked 3 Linked 4 Linked 5 Linked 6 Linked 7 Compound Content Type 1 7 Pieces Content Factor 1 6 1 Pieces 7 6 pieces Tare 1 7 Not applicable V A T 1 7 Fill in an existing V A T rate or leave it blank if unused ...

Page 67: ...cond V A T 1 7 Fill in an existing V A T rate or leave it blank if unused Description 1 O Jay 2 Bread 3 Ham 4 Cheese 5 Yogurt 6 Apple 7 Lunch Pack Selling 1 7 Enabled Paper Type Paper Price Only 1 7 Not applicable ...

Page 68: ...that can be linked to one or more devices that use these products These templates need to have a Device Type making them only suitable to use for that device The products on the right side of the screen can be selected and the single blue left arrow on the bar in the middle can be used to put them into the template Use the left blue double arrow to add all products to remove products from the temp...

Page 69: ... this can be a Spiral A1 containing a Mars Ice candy bar Adding a Product Template 1 Make sure all the products that must be added to the group are available 2 Go to Product Template and click the Add button 3 Give the Product template a name 4 Pick the correct device type for the product group Copier for a copier Vending for a vending machine and Multifunctional for a device that can print and co...

Page 70: ... soup is sold at the price of 2 50 in plastic cups at the cafeteria but it is also sold in a nice sturdy soup cup at a more luxurious location Or when all of the sites are connected to one Inepro Back Office Suite database and the prices at different sites must change but cannot be changed simultaneously Deviating from the price is possible making sure still one product is used Price lines are opt...

Page 71: ... a new price line 2 Enter a description and press the Insert button to add a price deviation Note that the Item Price and the Normal Price will remain empty 3 Press OK and the price line will be added Note that the Item Price and Normal Price are now visible again ...

Page 72: ...ce Lines are linked to the Site Types A site must have a Site Type the sites with that site type will then the appropriate Price Line These price lines can be linked to a product and the deviated price in that product price line tab can be set ...

Page 73: ...Types Site type are used in combination with Price Lines Give a site a typ that would define if and what kind of price deviation is needed on that site The name should be a description of the site in respect to the price line When using different price lines different site types must be defined 62 ...

Page 74: ...organisation When the Inepro Back Office manager is started for the first time or when the setup wizard is started or when either the Organisation Location or Site option is chosen directly the organisational structure can be adapted Some samples of an organisational structure Example 1 Example 2 Organisation Inepro group University of Knowledge Location Germany The Netherlands United Kingdom City...

Page 75: ... Organisation is the top group of the hierarchical structure of an organisation such as a national department like Inepro Holland MacDonald s Holland or Microsoft Holland It is the top level group that can be used to group by in the reports An Organisation can have one or more Locations which in turn can have Sites Go to menu Edit Organisation Press the Add button to open the new insert menu Fill ...

Page 76: ... be used for the middle group for an International firm this could be Amsterdam or London for a small firm or school this could be 1st Floor 2nd Floor or Sales Department Support Administration etcetera This is the second group to group by Go to menu Edit Location Press the Add button to open the new insert menu Fill out the location name and the organisation The location name can be a city but it...

Page 77: ...ierarchical structure of an organisation and it is mandatory This group is needed That is why it is required to fill out a site when the software is started for the first time Site can be Amsterdam Kalverstraat or New York City Times Square but it can also be Room 205 or Administration it all depends on how the organisational structure within the Inepro Back Office suite has been planned Go to men...

Page 78: ... manually Multi functional s are created by adding the device as a Windows printer letting the device be imported as DocuPRO device then adding a copier and merging them into one device The DocuPRO device properties Short Name Enter a name for this device no longer then 15 characters this is used for display on the terminals Long Name Enter a name for this device no longer then 40 characters this ...

Page 79: ...ording to the table below Device Type Description Default Project Template s Cash Register A PayCon cash register Cash Register No Products Keyboard 64 keys Keyboard 128 keys MPV A Multi Purpose Vending machine MPV No Products Reloader A car or account loader Generic Kiosk Reloader Default Reloader PosPRO A PosPRO cash register PosPRO No Products Vending Machine A simple vending machine None 4 Pro...

Page 80: ... There are a lot of possibilities First a set must be created given an unique name and then the rules belonging to that set must be added The options of the new printer rule window are explained in these tables Printer Rule Type Delete job Delete any jobs that this rule applies to Do not charge Do not charge anything to the job ow ners car or account Pause job Pause this job Redirect Redirect this...

Page 81: ...rties The job properties are greater then the follow ing properties The job properties are greater then or equal to the follow ing properties Properties Pages The number of pages in the job Spool file Size kb The size of the spool file in kilobytes Paper Size Type The size of the paper A4 letter ledger envelope No 10 Color Is it a colour job Don t care true or false Duplex Is it a duplex tw o side...

Page 82: ...se at least use printers of the same brand with the same support for Postscript and or PCL In order to manage the follow me functionality organize the printers Multi Functional Devices MFD s in follow me or printer pools These pools can be freely defined for example Printer pool A A black white printer without follow me possibilities Printer pool B 2 black white printers with follow me enabled Pri...

Page 83: ... of the Printer Pool Printer Rule Sets When a Printer Rule Set has been created that set can be added here to apply to all the printers in the pool Link the Printer to a Printer Pool The area below will show all the devices in the printer pool ...

Page 84: ... in the DocuPRO devices and link the printer pool to the printer An additional Printer Rule set may be added When retuning to the Printer Pool window the printer in the area below is shown Configuring the printer will treated in this section Configure Printers on page 188 ...

Page 85: ...77 Define Regional Settings Prerequisites None Where Main Menu Tools Regional Settings Regional Settings The settings in these Windows are self explanatory Just set them to the local settings and values ...

Page 86: ...he user card or to have a combined system combining SVS and SVC When to use the Stored Value Server Environment When a system is set up for a Stored Value Server Environment all relevant balance and account information is stored on the server This means the user only needs a way to point to this account information This can be done with a wide variety of possibilities PIN codes cards ID only Some ...

Page 87: ...user takes more care of his card because his money is on this card Can be used with non networked payment systems Even if the network is down a large number of transactions still can be done Supported technologies Contact chip card Mifare proximity card Departments Prerequisites Only if they are assigned here defined Cost Centre s Where Main Menu Advanced Departments Departments A Department in In...

Page 88: ...nked to this Department in the submenu Cost Centres Function Limitation Settings These settings will overwrite the settings of the multifunctional enabling or disabling settings for a certain department So even if the settings are disabled in the multifunctional they will be enabled if these settings are set to true This function is only available for the embedded API terminals ...

Page 89: ...ter it To complete this select the Device Type and the Devices in that group and press OK The Device Group properties Name The name of the Device Group Device Group Type The type of the Group Description A free field to enter extra information such as a description of the object or it s location Tab Included Devices Choose the devices that are needed in this group by either drag and dropping them ...

Page 90: ... created or edited Creating a new Card Layout Decide which information must be printed on the card maybe the class a student is in on the card or their gender birthdate barcode or address information If more user specific information on the card than we provide room for in the database is needed we recommend misusing the fields Address Line 2 and Address Line 3 if they are not and will not be used...

Page 91: ...e workspace and select all objects CTRL A Delete all the objects Press Delete Background Picture If a background picture is used make it as big as the background Right click position 85700 width and 53900 high left and top 0 Select the image icon Check Stretch in the properties to ensure the whole area is covered With the property Picture the image file can be imported into the layout I choose Des...

Page 92: ...show and to disabled to create a fixed colour backdrop We will disable this as the water lily image is too distracting On the lower right the properties of the object that is selected are shown Set the Datafield to Customer Code remember each data component must be linked to the database like this via data field Create a label It now has the same font and size as the DBText object Set the label te...

Page 93: ...n In the top left the Mail Merge checkbox can be found check it and select the pPipeLineTender data source Select the fields Gender FirstName Infix LastName In the screen dbtext Gender dbtext dbtext FirstName dbtext dbtext Infix dbtext dbtext LastName dbtext appears click on the workspace and place spaces between the XML tags and add labels like this Gender dbtext Gender dbtext Name dbtext FirstNa...

Page 94: ...user code field Some bar codes like codabar need a letter as first and or last character if this is not available in the user code the proper formatted bar codes must be created and imported in the bar code field in the database See Import the correct information with either CSV or Active Directory see page Set the Datafield to Bar Code remember each data component must be linked to the database l...

Page 95: ...cription Layout s Prerequisites if the layout is to be used A Subscription Printer if the layout is to be used A Card Printer Licence Where Main Menu Advanced Site Types A Subscription Layout See Define A Card Layout ...

Page 96: ...eping the costs of a product are being made Users can book their costs on this Cost Centre They can either do this directly or via their department To let a group of users book their costs on one or more Cost Centres a department must be created Cost centres are needed if the costs of a user must be kept completely separated for instance business groups lunch copying multiple business cases etc Go...

Page 97: ...unt is the total amount that can be booked on a Cost Centre Amount Spend The amount spend field will show how many money has been booked on the cost centre Reset amount spend Use this button to set the amount spend value back to zero Typically this should be activated by the manager when the cost centre is reimbursed with the monthly amount Warning If the maximum amount has been reached no more co...

Page 98: ...re wil calculate the ink and the final product will be the copy A4 colour the price of the used black cyan magenta and yellow ink units With these products the product itself would be sold in example the Cola and the container the bottle will be returned This menu is where the details of such a container are specified Ink The ink used to print a page calculated in units of 1 pro mille of an A4 pag...

Page 99: ...ice group the Device Type and the Devices in that group must be selected The Card Account Group properties Card Account Group ID A unique code to identify this object Short Name A name less then 15 characters long This field is stored and optionally displayed on the PayCon Long Name A long name 40 characters is the name used in our Windows applications and the receipt in the PayCon every other tim...

Page 100: ...stomer Groups User Groups To create a new User group just click and enter a name that identifies the group Using User groups will enable the software to give an entire group that consist of multiple departments and or cost centres or has other reasons to not fit in those two groups certain rights ...

Page 101: ...s controlled doors by AccessPRO is called a AccessPRO zone Each zone has at least one door each door has two sides Each door side should have a AccessPRO Device connected to it To enter a zone a door must be opened or an access portal must be crossed Define zones A user zone can be defined by clicking Edit Access Zones ...

Page 102: ...e taken open door 20 on the A side enter zone B open door 21 on the B side enter zone A open door 7 on the A side enter zone I open door 9 on the A side and finally enter zone K but that would be taking a very inefficient route Doors on the outside of a building and the zones connected to these doors are entered as root nodes in the tree structure in Inepro Back Office Zones that are accessible ex...

Page 103: ... node Zone B Zone B lies directly next to the outside world so enter Zone B as name and select Outside World as parent node Zone I Zone I lies directly next to Zone A so enter Zone I as name and select Zone A as parent node Zone K Zone K lies directly next to Zone A so enter Zone K as name and select Zone A as parent node ...

Page 104: ...ites AccessPRO Zones defined AccessPRO Groups defined Only if used Where Main Menu Advanced Site Types AccessPRO Devices An AccessPRO Device is a terminal that will validate a user and according to that validation allow or deny a user access to an AccessPRO zone ...

Page 105: ...ed to Groups The AccessPRO groups connected to this device Terminals The terminal that controls the door and validates the user Access Zones To which zone this device is in So a door between Zone A and B will have two devices one in zone A giving access to zone B and one in zone B giving access to zone A This field should be filled with the zone the device card reader is in Defining AccessPRO Devi...

Page 106: ...e It can also determine if the user or user group has access when the device or Zone is offline The Access Rule properties All Zones The rule will apply to all zones Access Zone Specify the zone the rule will apply to Grant Access to Who will have the right to access It can be a user User group or department Periodical Access When will the access be granted It can be a period or a time frame in ce...

Page 107: ...count or card via the Inepro Back Office Manger This reason will describe why Discount The reason that the user has received this discount General All other events Reload Money is directly added to the account or card via the Inepro Back Office Manger This reason will describe why Return The user returns a product or denies a service and wants his money back This reason will describe why Reason Re...

Page 108: ...ment to which the budget applies Quantity How many products may be bought by the department group or user Budget Amount The amount that may be spent Period Selection The period that the budget applies to after which it resets Daily Start Time The time at which the budget is valid Daily End Time The time at which the budget is no longer valid Weekly Start Day The weekday the budget is valid from We...

Page 109: ...d The description and valid field may be left blank User Interface In the user interface the toolbars divider bars and a detail screen are available Each option is easily recognisable by the use of icons Toolbars A toolbar is a collection of buttons on a bar These buttons can be used to perform the most frequently used actions within our software Read more about Toolbars in the chapter Toolbars on...

Page 110: ...s that are relevant to the active object in the program In the context menu the options are also available on the toolbar and links to other parts of the program Go To This is a shortcut to another relevant part in the software Session Log This log will contain all transactions that were made in a session A session is started when the card is inserted and ends when the card is removed Even Card In...

Page 111: ...gation to navigate through the records Modify to modify the data Refresh Filter to refresh and filter the data Table Properties to alter the properties of the table Run Print to run a Device Log request and to print data Export to Excel to export data to Microsoft Excel 104 105 104 107 107 108 ...

Page 112: ... record Window Bottom Use this button to go to the bottom complete visible record in the window Last Record Use this button to go to the very last record the last set of data in this range How to use the Refresh Filter Bar This is the Refresh Filter Bar This bar is used to Refresh the data from the database to make sure the latest data is available or to build a custom filter Refresh Use this butt...

Page 113: ...can look different When possible the icons are a representation of the active object For instance below are the modify bars for Users Cards and Product Templates Users Cards Product Templates As can be seen the plus exclamation mark and x symbol are shown at their respective icons This bar is used to modify data in the database New records can be added edited and or deleted To modify use the 3 but...

Page 114: ...t the data required for example the name and department number of a new user Edit existing data Edit data that already exists Use this to for instance to edit the address of a user in users the name of a device in devices or the status of a card in cards Delete data Delete a data object Use this to delete a data object from the database Confirmation will be asked in a dialog make sure the data can...

Page 115: ...te value and header text This will often mean that the column width will be made wider in stead of being made smaller How to use the Run Print Bar This is the Run Print Bar Use this toolbar to run the selected query in Device Log and User Log to print out the results Run Use this button to run the query in Device Log or in User Log The history of the selected device or selected user in the selecte...

Page 116: ...resented in a data grid a matrix of cells not unlike Microsoft Excel in which the data is presented In some cases the data can be sorted grouped or filtered Filter needs need to be as flexible as possible That is why we provided a drag and drop tool to group the data and use an easy tool to create custom filters How to Group data Data can grouped directly in the screen This example will show how t...

Page 117: ...l Now drag and drop Product Type to the grey Group By bar As seen the price 0 05 has been further divided into the Product Types Copy and Print Refine the view one more time by dragging Product Group into the Group By bar Now the view is as detailed as possible the Product Type Copy has been further divided into Copy and Special while the Product Type Print has only one group Print Such detailed g...

Page 118: ...ss the button to add a new condition Click on the field name to select another We have chosen Product Code Set the operator to like and the condition to 8 Like 8 means search for everything with an 8 in the string The is a wildcard The view shows three product codes 08 20060306152528 and 20060306152809 which all have an 8 Below the filter bar to indicate a filter is used can be seen The column s t...

Page 119: ...ial Click OK Now only two records are shown those who have the value special in Product Group To save the filter click Customize on the filter bar and click the Save As button Load a filter in the same menu Context Menu Context Menu The context menu is a menu that will provide the options that are relevant to the current object in the program Detail Panel and Divider Bars ...

Page 120: ...112 Inepro Back Office Suite Steps Image 1 Image 2 Image 3 ...

Page 121: ...iour settings The settings can be restricted to either global or per server Use setting global or per server Server setting can be used per server or globally To use setting globally leave the selected server to not assigned to use a setting for a specific server first select that server In the settings edit dialog use the Global Value for all the unspecified servers on the network or to the serve...

Page 122: ...ck Office Suite will then also be send to the third party suite Catalog Third party database name MS SQL catalog Data Source Third party database server URI of the data source like local or MySQLserver SQLEXPRESS Password Third party database password Username Third party database username Make a connection with third party software To make a connection with third party software a software consult...

Page 123: ...ll PCOUNTLP dll PCOUNTOP dll PCOUNTPA dll EQPORTMONITOR dll FXSmon dll This will ignore documents monitored by Adobe PCounter Equitrac or Microsoft Fax Print Monitor Ports FILE WebEx Document Sharing Port SHRFAX XPSport This will ignore documents led trough these ports Windows file printer WebEx Microsoft Shared Fax Driver or XML Paper Specification Document Writer Processors ModiPrint Specify the...

Page 124: ...y Purge If print jobs from yesterday or older in the print queue should be removed opt for using the Daily Purge option The Daily Purge option will delete all the content of all the print queues that are monitored by DocuPRO on a specific time by default 03 00 Daily Purge Hour The specific hour on which the Daily purse option will delete the DocuPRO monitored print queues Delete minimum 0 spool fi...

Page 125: ...ed out at the installation of DocuPRO server is used Keep spoolfiles on job complete For troubleshooting purposes the spoolfiles of the printed jobs can be kept Max costcentres count in Inepro Client Set the limit of the maximum nuber of cost centres that can be displayed in the Inepro Client Minimum Spoolfile size in bytes The size that a spool file should minimally be Overwrite login name with c...

Page 126: ...e ID can be used as a tag Confirm Cost Centre Selection Confirm the Cost Centre Selection in the PayCon The Cost Centre is shown confirmation will be asked Auto retry failed transactions The PayCon transmits his transaction log in the XML format Because of the limited memory available to the PayCon it all they fields are numeric values or ID tags The PayCon server will then translate those fields ...

Page 127: ...his as a new card without a warning 2 Create this as a new card and send a warning 3 Create this as a new card block it and send a warning The card cannot be used in the system until it is unblocked by the administrator Retry failed transactions at Set a time at which the failed transaction are retried Auto retry failed transactions must be enabled ScanToX server address The IP address where the S...

Page 128: ... photo import needs the complete name of a file path filename If this path is often the same it can be set to the path here after which only the filename in the csv file needs to be filled out Inepro Licence Server Prerequisites None Where Main Menu Tools System Settings License Server License Server License Server Address The IP address of the license server The licence server is a mandatory comp...

Page 129: ...r direction This will prevent a user to give his her pass to a friend without a legal pass on the other side of the gate for illegal access Dashboard enabled Enable the dashboard function This means the dashboard utility that shows the user photo for 4 gates at the same time and if access has been granted or not and a workstation Dashboard IP address The IP address of the workstation running the d...

Page 130: ...pply per product Session The time period from the moment a user presents a card to the Terminal until the moment he removes that card If there is no fixed price field set in the effective discounts the Base Price would be used as fixed price value Cumulative Discounts and Relative Discounts will be evaluated on the lowest fixed price in effect Quantum Discount will differ in Single Vend and Multi ...

Page 131: ...ertain percentage of the basic price So if the basic price is 10 00 and the discount is 9 the product would cost 9 10 But if another Discount would have already set a Fixed discount price to 6 00 the product will be sold for 6 00 This is because Discounts will always look for the lowest Fixed price Cumulative discount Sell this product at a percentage of the lowest fixed price This percentage will...

Page 132: ...d The order numbers for the example discounts are Happ y hours Continues period Quantu m Discount Card Group Device Group Produc t Group Product Total 64 0 16 8 4 0 0 Discount 1 has order number 92 64 16 8 4 0 0 0 8 4 2 0 Discount 2 has order number 14 8 4 2 0 32 0 0 0 0 1 Discount 3 has order number 33 32 1 The highest number will be applied first So the order is Discount 1 order number 92 Discou...

Page 133: ...counts and a quantity only for print discounts With Periodical discount the discount can be set for a selected period of time Furthermore the discount amount and the way it is applied can be set in the Discount group box Only one kind of Discount may be filled out in this box And finally the stop looking for further discount entries must be ticked to make sure no more discounts are applied Permiss...

Page 134: ...is made just a little cheaper 3 discount because it is also busy time Guests will pay the normal price at any time but can enjoy the large user discount How can we make this happen We must remember that we can only use one discount type per Discount 1 Select the Product Group Copy 2 Select the Card Group Teacher 3 Set Fixed Price to 4 4 4 Click to save this discount We need to do this for the prin...

Page 135: ...ct a period that is not effected by the discount so we will have to make two discounts one for the mornings from Tuesday till Friday and on for the afternoons We will start with the mornings 1 Select the Periodical Discount to Happy Hours 2 Set Start Time to 08 30 and End Time to 12 00 3 Check every day but Monday 4 Set Cumulative Discount to 9 9 5 Click to save this discount Now we will set the a...

Page 136: ...ng 200 pages would make no difference because he would get the lowest Discount and all the teacher print Discounts are making it so cheap for the teacher to print that even the 60 rate would not make it interesting for him to print 200 pages If the Teacher old printing Discount was the only Discount in effect printing the pages separately would be more expensive but the Teacher Print for 50 Discou...

Page 137: ...t Price per Print Rush Hour 0 0360 No Rush Hour Day Time 0 0328 Evening 0 0349 This Discount will never be in effect alone for a teacher because the software would automatically switch to the cheaper Print for 50 Discount The two discounts will however be added to each other and their cumulative discount is presented in the next table The Teacher Print for 50 10 Old Printer Discount Moment Price p...

Page 138: ... defined Where Main Menu Tools Enable reload functions Enable Reload Functions To reload the Accounts with money the reload functions must be enabled by choosing the option in the Tools menu After that an Account can be reloaded by right clicking it and choosing Reload and be able to replace card and let the system transfer the balance to the new card 99 ...

Page 139: ...h or not Press OK to confirm The ability to add money to the system creates a risk It can attract corruption and can cause unbalance in the bookkeeping The Supervisor rights are needed to enable it and at least User management rights to use it Use this function with caution ...

Page 140: ...ick Add Account c Change user or user code to the desire user d Check and if not correct change the other information press next e Check and if not correct change the purses press next f Present a tag to the Administrative Terminal and it will be linked g A message box will pop up to confirm this 2 Link to a Tag a Go to Accounts b Double click an Account or select it and click Edit Account c Press...

Page 141: ...ifare cards When an object like a Mifare card has on it information from the Inepro system it will also be a Inepro Card To create a tag Open the Account window go to the tag screen and present the tag to the reader the tag should be added and a dialog screen appears to confirm this To print a new tag Right click the account that the tag belongs to and click Print tag To print a tag that has alrea...

Page 142: ... user data on the card Inepro Back Office Manager supports these subscriptions and provides the user information in our database to be used for the creation of these subscription cards Before a subscription can fully be entered a subscription layout should have been created Subscription Photo Context Menu Name The unique name for the subscription Load logo from file Load a logo image to print on t...

Page 143: ...d List this means the card will be blocked f Create the card with printer or Admin Terminal 2 Replace Tag a Go to Accounts b Double click an Account or select it and click Edit Account c Press Next twice to get to the Tag screen d Delete the lost or stolen tag e Present a new Tag to the Administrative terminal f Put the Empty card on the PayCon if the card must not be printed else choose Create Ca...

Page 144: ...ll can lock a card directly when it is available to him at his desk with the Administrator Terminal He can also lock the the card in the system Normal Block Pending and the card will be send to the lock lists of all the Terminals and the locked value on the card itself in a SVC system will be set to true when this card is presented to a terminal A card will be permanently locked when a card is rep...

Page 145: ...cked the user to unlock the card again To look up which terminal belongs to the number go to the Advanced Terminals menu The terminal has locked the card because the user has taken it out too soon Because of this the transactions that were made with the card could not be completed To complete the transactions the user must go back to the terminal and present the card All the other terminals will d...

Page 146: ... Account or select it and click Edit Account c Click Move Balance to New Card d The message Default Tender for customer User Name is blocked Select a new tender for the customer in the customer edit screen e Put the Empty card on the PayCon if the card must not be printed else choose Create Card technology card with Card Printer Where Card Technology is the card technology chip card or Mifare f Ch...

Page 147: ...uled Reports In our software certain tasks like the generation of reports can be scheduled This can be done in the scheduled tasks screen or the report tool wizard With Task Scheduler In the scheduled tasks screen an overview of the tasks that are already scheduled is shown and this is also the place to schedule new tasks Importing from LDAP or CSV should be scheduled in the Inepro Data Import Ser...

Page 148: ...r year the report file that is assigned will be replaced with a report that starts at the start time and date increased with that interval So if a report is created with the start date of 07 05 2007 and end date 10 05 2007 and the interval scheduler set at month a report for 07 05 to 10 05 07 06 to 10 06 07 07 to 10 07 etcetera etcetera will be ceated The existing file will be overwritten We recom...

Page 149: ...Advanced Tasks PartV ...

Page 150: ...nse box 2 Install the new server 3 Move software to the new server 4 If the IP address has changed a Change IP address in Business Server b Reconnect license box to server with config tool 5 If the server was also the Database server or the IP address of the database server was also changed a Change host name IP address everywhere in the system to point to new database server 6 Reload license file...

Page 151: ...143 Replacing a server License box If the license box must be pointed to the address of the license server so if the IP address of the license server has changed please change it in the license box also ...

Page 152: ...144 Inepro Back Office Suite Advanced Tasks Changing the IP addresses host name of the Database server DocuPRO IBOS ...

Page 153: ...145 Replacing a server PayCon Server ...

Page 154: ...account will not be removed from the database only from the view Furthermore the aggregated data will still be visible in the reports csv Users can be deleted by using a csv file but with the same restrictions as a manual removal Clean Database With the clean database the database can be purged up through a certain date At that moment all User and transaction dating from before that date will be e...

Page 155: ...Manger this window will be shown 1 Because the Cleanup Tool will access the database the manager that also has access to the database needs to be closed Press OK 2 Execute one of these actions Action Description Cleanup all transactions before Cleanup all the transactions that occurred before the date entered Cleanup all inactive users Cleanup all users of tendergroup Cleanup all the users that be...

Page 156: ...ks 3 Every actions in the Cleanup Tool will have a confirmation box make sure that the current action is the action that should be performed and that the financial balance between the data that should be deleted and the remaining data is zero ...

Page 157: ...Terms Concepts PartVI ...

Page 158: ... an external device This is known as secure release Once they have been authenticated the user may select from the list of print jobs on the server which ones they wish to release at the current device Advantages Flexibility The user can print first and choose the printer afterward while standing next to it Costs and environment Reduces uncollected paper Security The user must authenticate e g pin...

Page 159: ...Configuration PartVII ...

Page 160: ... User data in Excel sheet csv LDAP like User code name barcode photo path department etcetera If importing Users Where Main Menu Tools Import Data Data can be imported in different ways from different sources this section will explain how Mutate Insert edit or delete The Inepro Back Office Suite will allow to mutate data from different sources These sources are Manually Manually enter the data wit...

Page 161: ...ich data can be inserted with which method Manually CSV file LDAP Inepro Data Import Services Devices Product Groups VAT Product Templates Departments Cost Centres Department Cost Centre link Users User import can be performed by all methods ...

Page 162: ...Existing server Where Main Menu Basic Users User general data We will create User using some example data to replicate this three departments 1 2 3 and three Cost Centres A B C are needed 1 Go to the Users window 2 Click the Insert User button 3 The screen shown below twice will open ...

Page 163: ...current amount of Personal Balance of this User Printed When printing user cards it is very useful to see w hich cards have already been printed This field w ill be set to true if a card is printed 4 First we fill in the user code this should be a unique code The Inepro Back Office Suite automatically generate the codes it will do this by default or the codes can be overwritten with custom codes I...

Page 164: ...s Login When using the Secure Release accounting template in the DocuPRO module the system will link a print job to a user by windows login name In this field the user s log in name must be entered Go to the Windows login tab and press the Add button to open the new insert menu Enter Bob as Windows login name Cost Centres A Cost Centre is the location where in bookkeeping the costs of a product ar...

Page 165: ...157 Import Data Import from CSV Prerequisites Existing server Where Main Menu Tools Import Users and related details via CSV The screen shots are taken from the Easy version of the wizard ...

Page 166: ...v files to the tables in the Inepro database by clicking the File button next to the table that needs to be filled and selecting a csv file This is the Import Settings screen where the properties of the csv files will be set Check the First row column name header if the first line in the csv file hold the field names or headers of the data Set the character used as delimiter in the Delimited field...

Page 167: ...e field is left blank no user data will be imported Leave this field intentionally blank if the card or tag data needs to be impotered and will link the users later It s recommended to link the data with the import right away Department Code Integer This is linked to the Department Code field Advanced Department menu Cost Centre Code Integer This is linked to the Cost Centre Code field Advanced Co...

Page 168: ...ike Mister Ms Sir Birth Date Text 50 Self Explanatory Mailing Boolean Does this user would like to be emailed Set to Yes if he or she does to No if he or she doesn t Usually used by companies in combination with our Marketing module Bar Code Text 200 The bar code an alphanumeric code that can be printed as a bar code on a card using the Card Layout Photo Text 50 The path filename of a photo This p...

Page 169: ...d created as tag but also a electronic key chain or other electronic identifier with a unique code A balance can be put on the Card or on the Account Finally link the user to it s Windows login name so the user is able to use the Secure Release Accounting Template in the DocuPRO module If Cards Accounts are not linked to the Windows login name and also if the User Code field is left empty therefor...

Page 170: ...hed To exit the wizard and start the import click After the import a report is generated this will show if there where errors if the import has succeeded and how many records where imported when it is done and the report is reviewed click Check if the files are correctly imported ...

Page 171: ...nd 1 but in other languages use this formula A1 Extruded Value F 2 M 1 X 0 b 0 wfg 0 unknown 0 Extruding customized bar code Some bar codes like CodaBar need a letter start and end character If a fixed length is also necessary and the unique numbers differ in length then it is hard to generate these kind of bar codes A field with the fixed length of the bar code is needed and with this Excel formu...

Page 172: ...0 is the location to search ie the column with User Codes in the search range where is used to ensure that the search range remains fixed 0 is the match code this should always be 0 when comparing text fields like this the increment value is to compensate for an included header row in the search range that will make the row index too low by one 3 is the column number A 1 B 2 C 3 etcetera So we sea...

Page 173: ... BV References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only Purpose The purpose of this document is to help install and configure Inepro Data Import service This document will not cover the installation of IBOS the Active directory or the creation of CSV files This document is intended for users that want to import user d...

Page 174: ...166 Inepro Back Office Suite Configuration Installation Installation IDIS can be installed by executing the setup file The following welcome screen will be displayed Click next to continue ...

Page 175: ...167 Import Data Please read the License agreement carefully and accept it if there are no objections Please select a destination folder for the installation of IDIS and press next to continue ...

Page 176: ... programs shortcuts in the start menu should be placed leave or edit this and press next to continue The installation of IDIS is now completely configured this screen will sum up all the settings that where made during the setup click install to start the actual installation of IDIS ...

Page 177: ...169 Import Data If the installation was successful the final screen of the installer is shown ...

Page 178: ...y or wrong data is imported there is now way to revert any changes made to the database The Inepro Data Import Service must be started with Administrator rights When the application is started the main screen will appear on the right there are several buttons to create copy delete and edit templates The properties button leads to a menu where changes can be made to the name and description of a te...

Page 179: ...171 Import Data The following screen will appear ...

Page 180: ... be used straight away The actual import of data will start when the application closed When the OK button is clicked the template will be shown in the details panel Select the created template and use the Edit template button or right click on the template and select Edit template from the menu We can now start editing the selected template ...

Page 181: ... configuration options that must be entered later Finally enter the IBOS database settings Make sure the connection settings are filled in correctly since IDIS will try to extract data from the database during the configuration process When all settings are configured correctly press next to continue If CSV is selected as a data source please continue with following chapter Configuring CSV templat...

Page 182: ...file is selected Below the preview a few options can be set for the CSV file please set these appropriately to prevent wrong data from being imported Click next to continue to the following screen As a final check the CSV data can be seen as it will be imported Please check if all the columns are interpreted correctly The configuration has now been completed for the CSV portion of the template cli...

Page 183: ...e not set to standard values When the Server address is entered click on Fetch DNs to get available base paths from the LDAP server Make sure this base path is configured correctly to ensure proper data import Enter the correct credentials connecting with the LDAP server and set SSL if needed Extract all attributes or just the ones that are actually used in the LDAP server When ready click on prev...

Page 184: ...n configured completely select the fields to import Simply click on the ones to use a summary of the selected fields will appear in the right column After selecting the desired fields click next to continue After selecting the desired fields connect these fields to the desired IBOS data fields ...

Page 185: ...the IBOS database simply check the fixed value box next to the field and enter the value to import for all users If importing Gender values use the following Male M m Female F f V v H h W w K k Not specified Any other character When importing dates please make sure 4 digits are used for the years since all 2 digit years will be interpreted as 20nn The exact date format can be configured in the nex...

Page 186: ...hat the date is set to All when running the template for the first time When importing Departments Card Account Groups or Cost Centers configure IDIS to create these automatically when non existent Finally set the desired Date format for the import As noted before always use 4 digit years Configuration of this template is now complete click Finish to save this template The main screen will return ...

Page 187: ...lication When prompted to start the import service When choosing not to restart the service this can be done manually via Windows Services Control or by restarting the server where IDIS is installed If the rights to remotely restart the service are not available to the current user an error dialog will appear ...

Page 188: ...erver In case of using LDAP v3 servers leave this field empty to connect w ith the root DSE Port A TCP IP port used to connect to the destination LDAP server Protocol Version Which protocol is used voor all the communication w ith the server Can be set to version 2 or 3 Fetch DN s only for LDAP v 3 Normally LDAP v3 servers publish their lists w ith top level contexts To receive this list press thi...

Page 189: ...AP 1 X compatible Version 3 Retrieve Base Base DN is the root in the directory structure that points to the location that has the wanted user data Base DN s are appointed by the server most of the time 4 or 5 suggestions will be made A local administrator should know which of these is the correct one With version 2 that will have to be set manually To request DN s on a Windows 2000 server despite ...

Page 190: ...hat can be specified to avoid the clutter and keep the import window simple select which columns should be shown Check the boxes in front of the necessary columns Note Some of the columns will be needed in the table no matter what a warning that this column is needed will be given if it is inadvertently deselected ...

Page 191: ...pre defined column in Active Directory in which data that has the Card Group that is known in the Inepro Back Office database This column needs to be created in Active directory and should have the correct Card Group linked to each User Using this way a user can each have a different card group while being imported together with user that have a different Card Group 2 By selecting the Card Group f...

Page 192: ...in the Inepro Back Office Suite database This is done by the Windows login name under which the user is printing So the Windows login name of the user must be known in the Inepro Back Office Suite database In the User screen four pages are shown at the bottom of the User Detail screen the last page is labeled Windows Login Name Add the login name of the user there use the Add Button When at the ma...

Page 193: ...on The following steps need to be executed in order to successfully connect a PayCon with the Inepro Back Office server Set PayCon network configuration DHCP fixed IP The PayCon network configuration can be set in the Terminal Settings Network menu A DHCP can automatically provide a IP Address for each computer or other network device that needs one Set it to either Dynamic Host Configuration Prot...

Page 194: ...rks but in most cases sub netting isn t used and the value can be left to the default value 255 255 255 255 A gateway is a network point that acts as an entrance to another network and is often also the proxy server and router for the network usually it s the first IP address in the range So if for example the range is 192 168 0 x then the gateway s IP address would be 192 168 0 1 or if the range ...

Page 195: ... completely rebooted Back Office Manager Now start the Back Office Manager and go to the menu item Maintenance Terminals Here the PayCon should be seen When this screen was already opened the refresh button must be clicked to refresh the data in the view When successful the PayCon should appear in the above view with his serial number the server to which he is connected and its IP address Configur...

Page 196: ...o when prints are send to this queue In order to add a printer to the DocuPRO Software first add the printer in Windows When the printer s has been added start the Back Office Manager software Now restart the services Tools Restart Services In the manager now go to the Devices view and the newly added printers should be seen Shouldn t the printers appear in the view press the refresh button on the...

Page 197: ... s queue Printer Pool The pool the printer belongs to Server To what server is the printer connected Accounting Template What template does the printer use Paid Printing Does the user have to pay Secure Release Use Secure Release Cost Centres Use Cost Centres Paper Size Fall back Can the printer fall back to a smaller paper size Accounting Accounting mode Job Codes Job Code Mode Account Silently C...

Page 198: ...que Job Code per user until the job Code list is empty Session Job Codes Unique Job Code per session until the job Code list is empty Anonymous Job Cobs Unique Job Code per print job until the job Code list is empty The Account setting Monitor Active The print is using the online account without any conformation Chip Card emulation The user must identify him herself at the PayCon and activate the ...

Page 199: ...Yes Yes No Secure Release Yes Optional Yes Cost Centres Optional Optional Yes The following print configurations are available 1 Accounting only Page 2 Job codes Page 3 Secure release Page 4 Cost Centres Page Accounting only Accounting Only mode will register all printed jobs in the database This is commonly used when the print outs do not need to be paid immediately This mode does not require any...

Page 200: ...umber is displayed each time a print job is launched This number is then used to select and pay for the job at the printer This is the ideal solution for schools libraries The Job Code mode enables the user to send a number of print jobs to the server and print only a selection of these jobs Network scheme ...

Page 201: ...me to a specified id Typically this id is the unique number of a the user s card connected with the Windows login name Therefore all printed jobs can only be printed out using this particular id This safe mode of printing can also be combined with the above modes of operations Network scheme ...

Page 202: ... Feature specific users can book their print costs on the Cost Centre A Cost Centre is the location where in bookkeeping the costs of a product are being made Users can book their costs on this Cost Centre They can either do this directly or via their department Network scheme ...

Page 203: ... called a multi functional To add a photocopier to the database start the Back Office Manager and go to the Devices view In the data view right click and select Insert or click the Add button Now fill in a short and long name for the copier and select a Product Templates which applies best Do not forget to enter the correct site information For adding a terminal to the copier go to the Terminals t...

Page 204: ...l device MFD to the database first install the printer driver and add the printer in Windows When the printer s has been added start the Back Office Manager software Now restart the services Tools Restart Services In the manager now go to the Devices view and the newly added printers should be shown Shouldn t the printers appear in the view press the refresh button on the toolbar Then proceed to t...

Page 205: ...s Go to CashPRO Devices and click the Add button Fill in the long and the short name Set the Device Type to Vending Machine Set Product Template to Cash Register Vending Machine The site should be set to the location of the vending machine The description and address fields can be left open or set to the precise location in the address field The extended description of the device can be given in t...

Page 206: ......

Page 207: ...Change Interface Settings PartVIII ...

Page 208: ...server Where Main Menu Tools Interface Settings Change the main and the small headers To change the font press this button To change the text colour press this button To confirm the changes press OK to discard press Cancel To go back to the original or default setting press Restore default Settings ...

Page 209: ...USB Stick Procedure PartIX ...

Page 210: ...it until the data has been copied 3 Remove the USB Stick Load data onto the server 4 Go to the Inepro Back Office Suite system 5 Click the option Read USB Stick in the Tool menu 6 Wait until the data has been copied 7 Use the Safely remove the USB stick option in Windows 8 Unplug the USB stick Load confirmation on the terminal 9 Go Back to the terminal 10 Plug in the USB stick that has been prepar...

Page 211: ...Balance Scheduler PartX ...

Page 212: ...nce Scheduler beforehand The Balance Scheduler is used to adapt the balances of one or groups of users at a pre defined date and time interval limited to a date Adapt the balance of a user Card Account or department Balance scheduler User properties Name Description Usercode The unique code to ID the user Username The username Destination Purse The purse to change the balance of Task The task desc...

Page 213: ...ple 2 Moths means twice every month Number of transaction 0 unlimited A limit on the number of transactions So if the task is executed twice every month over the period of one year 24 executions of the task would fire If just 15 executions of the task must fire limit set this field to 15 0 means it is limited to the period between the start and end date Search User When the exact username or user ...

Page 214: ......

Page 215: ...Scheduled Tasks PartXI ...

Page 216: ...our software schedule certain tasks like the generation of reports can be scheduled This can be done in the scheduled tasks screen In this screen an overview of the tasks is shown Those task are already scheduled It is also the place to schedule new tasks Importing from LDAP or CSV can be scheduled in the Inepro Data Import Service ...

Page 217: ...r year the report file will be replaced with a report that starts at the start time and date increased with that interval So if a report has been created with the start date of 07 05 2007 and end date 10 05 2007 and the interval scheduler is set at month a report will be generated for 07 05 to 10 05 07 06 to 10 06 07 07 to 10 07 etcetera etcetera The existing file will be overwritten We recommend ...

Page 218: ......

Page 219: ...Troubleshooting PartXII ...

Page 220: ... our Support Desk make sure the following information is available The version number of the relevant software suite The firmware version number of the relevant Terminal The version of the manual s used The version number of this manual is 0 0 11 The answers to these questions What is the system expected to do What happend instead The exact steps that where taken to tackle the problem Which error ...

Page 221: ...on and note the current balance 3 Go to User and check the current balance 4 Click the Posponed changes page and note any messages there 4 1 If there are messages follow Update all Terminals procedure 4 2 If the Posponed changes remain contact Inepro Support 5 Right click the User and choose User log 6 Look at the User log to find what has been done with his card or tag and if this is concurrent w...

Page 222: ... files to analyze reported issues The log files can be found here SystemDrive ProgramData Inepro log Windows Vista 7 ProgramData Inepro log Windows XP ini files Prerequisites Existing server Where SystemDrive ProgramData Inepro ini Windows Vista 7 ProgramData Inepro ini Windows XP ini files Inepro Back Office s configuration is partly stored in the ini files An ini file is a text file that has per...

Page 223: ...ion settings and options on Microsoft Windows operating systems Use the regedit exe command to edit or export the registry values The key s used by Inepro can be found here HKEY_CURRENT_USER Software Inepro HKEY_LOCAL_MACHINE SOFTWARE Wow6432Node Inepro Error Messages Prerequisites Existing server Error Messages When the software detects an error an error message dialog might pop up showing you an...

Page 224: ...hat the card cannot be reloaded a Contact the Inepro Support Desk Move credit to new card Q I can t move credit from one card to another A 1 Button is not visible a Reload functions are not enabled in the current local manager i Go to Tools Enable Reload Functions See page b Current Employee does not have the rights to reload credit to a card i Let authorised staff change the employee s authentica...

Page 225: ...in the Inepro Back Office Manager a Check if the values of the prices are correct in the Inepro Back Office Manager b If they are not change them and try again c If they are Contact the Inepro Support Desk 3 The device is a vending machine and has the prices stored in the machine itself not in the Inepro terminal attached to it a The prices stored in the vending machine can not be changed from the...

Page 226: ...ct PayConService server address 3 There are no transactions to be send a No transactions have been made with the terminal so none can be send to the database i Check if there are any transactions in the PayCon in de DB settings Transaction Log Size menu if it s zero there are no transactions to be send 4 The transactions have been send to the server but they contain values that cannot be inserted ...

Page 227: ... internal antenne these are thin copper wires that are lined on the outer rim of the card when the card is bend these wires are stressed If they are stressed too much they will break and the card will be broken Card can be bend by keeping them in a wallet sitting on them using them as tools out of boredom Chips can be damaged by applying extreme pressure to the card Chip cards with contacts visibl...

Page 228: ...oo soon Because of this the transactions that were made with the card could not be completed b To complete the transactions the user must go back to the terminal and present the card 2 The user has been to the correct terminal and still gets the message Card Locked By Current Terminal Serial Number a Something has gone wrong and the card was not deleted from the lock list i To remove it from the l...

Page 229: ...running b If it isn t re start it 4 The server IP address in the PayCon doesn t point to the machine the services DocuPRO and PayCon service are running on a Set the server IP address in the PayCon to the server the services are running on 5 The ports needed to connect with the PayConServer are closed check if all the ports needed for the Inepro System are opened Toepassing Type Nummer PayCon Tool...

Page 230: ...3 There is a conflict with the deduct permission rules a Check which deduct permission rules apply to this situation and if buying the product is allowed Terminal is not sending the transactions to the database Q The PayCons shows Trx Log Full in the display What does it mean A 1 The PayCon stored each transaction internally until it can send it to the server and gets the confirmation that it has ...

Page 231: ...re i Update PayCon firmware b Routing over NAT Routing over NAT is not supported by Inepro software versions older then 4 10 i Update PayCon firmware c Instructions above do not solve the problem i Contact the Inepro Support Desk The user name in Inepro Client doesn t match Q When I am printing a job the User Name on top of the Inepro Client doesn t match my Account name or login name A 1 The logi...

Page 232: ...present the card to the administrative PayCon The User details of the linked User will be opened Check if these details are valid and if necessary correct them 2 The job is deleted on the printer or multifunctional a The job may be deleted or blocked on the machine itself due to incorrect settings b Call Inepro Support 3 Other causes a Call Inepro Support Credit too low Q The terminal shows me Cre...

Page 233: ...dge base 2 All other cases a Contact Inepro Support User can not get in out Q A User can not get access to a room or building he she should get access to why A 1 The Access Rules that apply to you are set incorrectly a Go to the Advanced Effective Rules menu b Select the User name It should show you which rules apply to him her c Check if these rules do prevent the user to get in i If so change th...

Page 234: ......

Page 235: ...Glossery PartXIII ...

Page 236: ...ct or it s location DocuPRO Product Type The type of the product for example a print copy This is used in combination with Device Type and Product Template to make sure Document products like print or copy cannot be used on CashPRO devices like a vending machine and vice versa CashPRO Product Type The type of the product for example a cash register or vending This is used in combination with Devic...

Page 237: ...tion of date and time that is created when this record is altered Card Type Defines the type of chip card like SLE4442 Mifare Long Name A long name 40 characters is the name used in Windows and the receipt in the PayCon every other time short name is used User The user attached to this object ...

Page 238: ......

Page 239: ...Appendices PartXIV ...

Page 240: ... 2 Do this for each Discount that effects the group 3 Order the found Discount by order number 4 Determine the Discount to place the stop 5 Open Discount screen in the manager and place the stop 6 All Discounts with a lower order number will not have an effect 7 Save the Discount Read more about Discounts in the chapter Discounts on page Discount Discount Discount Discount Discount Discount Discou...

Page 241: ...Cont Period Card Grp Product Grp Product 43 Not possible Cont Period Card Grp Device Grp 44 Cont Period Card Grp Device Grp Product 45 Cont Period Card Grp Device Grp Product Grp 46 Cont Period Card Grp Device Grp Product Grp Product 47 Not possible Cont Period Quantum 48 Cont Period Quantum Product 49 Cont Period Quantum Product Grp 50 Cont Period Quantum Product Grp Product 51 Not possible Cont ...

Page 242: ...p Product Grp Product 79 Not possible Happy Hours Quantum 80 Happy Hours Quantum Product 81 Happy Hours Quantum Product Grp 82 Happy Hours Quantum Product Grp Product 83 Not possible Happy Hours Quantum Device Grp 84 Happy Hours Quantum Device Grp Product 85 Happy Hours Quantum Device Grp Product Grp 86 Happy Hours Quantum Device Grp Product Grp Product 87 Not possible Happy Hours Quantum Card Grp...

Page 243: ...235 Appendix A Discount Order List Appendix B Output Manager Flowchart The output manager flowchart shows how the settings will effect the print job and the way it is handled ...

Page 244: ...236 Inepro Back Office Suite Appendices ...

Page 245: ...ANCE OF THE PROGRAM LICENSOR EXPRESSLY DISCLAIMS THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE LICENSOR SHALL HAVE NO LIABILITY TO CUSTOMER OR ANY THIRD PARTY FOR ANY LOSS OR DAMAGE CAUSED DIRECTLY OR INDIRECTLY BY THE PROGRAM INCLUDING BUT NOT LIMITED TO ANY INTERRUPTION OF SERVICES LOSS OF BUSINESS LOSS OF DATA OR SPECIAL CONSEQUENTIAL OR INCIDENTAL DAMAGES 5 Severabilit...

Page 246: ......

Page 247: ...03 Table Properties Bar 107 Troubleshooting 217 Not allowed 222 Button is not visible 216 Ch Resp Error 223 Connection Failed 221 Credit too low 224 Enable the reload functions 216 I can t move the credit from a card to another 216 I can t reload a card 216 Nine Digit Number 220 PayCon can not find print jobs 224 Spool file not found 225 Terminal is not sending the transactions 218 Trx Log Full 22...

Page 248: ......

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