edc version 6.2 set up instructions & aldelo for ... v6 2 setup.pdf · edc version 6.2 set up...

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EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration Windows 7,Enterprise and Ultimate Initial steps: Download the following files from the Aldelo download site to your desktop: AldeloPre.exe EDC62_EN.exe AFR38_EN.exe Download and install all Microsoft updates Install the AldeloPre package – then go to START > All Programs > Aldelo Pre-Requisites > Follow carefully the correct steps and install the programs based on the operating system that you have. In the Other folder in the AldeloPre package install the Microsoft Point of Service for .net 1.12. These are the drivers to be able to print reports from the EDC program. Configuring IIS 6 Management Step1 Go to: Start > Computer > Uninstall or Change Program > Turn Windows Features On or Off Step 2 Expand Internet Information Services Expand Web Management Tools Expand IIS 6 Management Compatibility Check in IIS 6 Management Console Check in IIS 6 Scripting Tools Check in IIS 6 WMI Compatibility Check in IIS Metabase and IIS 6 Configurations Compatibility Check in IIS Management Console Check in IIS Script and Tools Check in IIS Management Services. Step 3 Expand Internet Information Services Expand World Wide Web Services Expand Application Development Features Check in .NET Extensibility Check in ASP.NET Check in ISAPI Extensions Check in ISAPI Filters

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Page 1: EDC version 6.2 Set up instructions & Aldelo For ... v6 2 setup.pdf · EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration Windows 7,Enterprise and Ultimate Initial

EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration

Windows 7,Enterprise and Ultimate

Initial steps:

Download the following files from the Aldelo download site to your desktop:

• AldeloPre.exe

• EDC62_EN.exe

• AFR38_EN.exe

Download and install all Microsoft updates

Install the AldeloPre package – then go to START > All Programs > Aldelo Pre-Requisites > Follow carefully

the correct steps and install the programs based on the operating system that you have.

In the Other folder in the AldeloPre package install the Microsoft Point of Service for .net 1.12. These are the

drivers to be able to print reports from the EDC program.

Configuring IIS 6 Management

Step1

Go to: Start > Computer > Uninstall or

Change Program > Turn Windows Features

On or Off

Step 2

Expand Internet Information Services

Expand Web Management Tools

Expand IIS 6 Management Compatibility

Check in IIS 6 Management Console

Check in IIS 6 Scripting Tools

Check in IIS 6 WMI Compatibility

Check in IIS Metabase and IIS 6

Configurations Compatibility

Check in IIS Management Console

Check in IIS Script and Tools

Check in IIS Management Services.

Step 3

Expand Internet Information Services

Expand World Wide Web Services

Expand Application Development Features

Check in .NET Extensibility

Check in ASP.NET

Check in ISAPI Extensions

Check in ISAPI Filters

Page 2: EDC version 6.2 Set up instructions & Aldelo For ... v6 2 setup.pdf · EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration Windows 7,Enterprise and Ultimate Initial

This will take several minutes to install

once you click ok. Once this is done you

need to reboot the computer.

1. Launch EDC and select your

correct processor. At this point you

need to call Aldelo Tech support on

209-338-5481 and activate the

software.

2. When the EDC is successfully

activated the new data base needs

to be created. The name of your

local computer will be populated

automatically, to say:

YOURCOMPUTERNAME\ALDELO

3. Press the User Accounts and

Passwords tab, and create a

password with at least 7

characters and at least one letter,

number and a special character.

You can use the same for all three

accounts for the default accounts

Administrator, Batch User and

POS User. Leave the dots in the

field for the Encryption password.

4. Press the Finish tab and you will

be taken to the screen to finally

create the data base. Click the

Create Database button

5. You can set up Emails Notifications

later, as you will require more

information to do this. Say No to this

option:

Page 3: EDC version 6.2 Set up instructions & Aldelo For ... v6 2 setup.pdf · EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration Windows 7,Enterprise and Ultimate Initial

6. When the database is

created, log into EDC with

the user name

Administrator and the

password that you just

created.

7. When you log in – you will be

asked to create 3 security questions:

8. Once you have created the answers

to these 3 challenge questions you

will get the warning:

Page 4: EDC version 6.2 Set up instructions & Aldelo For ... v6 2 setup.pdf · EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration Windows 7,Enterprise and Ultimate Initial

With these 3 questions you will be able to RESET YOUR OWN PASSWORD for the first time in EDC.

Aldelo Tech Support will not reset the passwords anymore in the EDC version 6.2. The Administrator

will be the one responsible to reset the passwords if you are locked out or if they expire.

If the Administrator forgets the 3 challenge questions you will end up having to create a new database.

9. Next step is to set up your

Merchant account with your

processor. Click the

computer icon in the top left

corner and then Merchant

Accounts.

Page 5: EDC version 6.2 Set up instructions & Aldelo For ... v6 2 setup.pdf · EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration Windows 7,Enterprise and Ultimate Initial

Click the Merchant Account Editor tab and you will get a warning message:

You have to agree to the following:

The merchant account settings must be entered accurately in order for transaction authorization, settlement, and funds deposit

to succeed against the live payment processor.

Please ensure that your payment processor (Bank, ISO, or Merchant Service Provider) has provided all information required

to setup this merchant account properly.

Improper setup of merchant account settings may cause transaction authorization, settlement, and/or funds deposit to fail.

If the merchant account settings provides any additional extended settings, such settings must be filled in its entirety.

Additionally, improper or incomplete setup of merchant account settings may still result in successful transaction

authorization and settlement, but may fail on funds deposit.

For example, in First Data South, the Qual Code and extended settings are required in order for non bank card funds deposit

to occur but does not affect authorization nor settlement. Therefore, if such information is not setup, merchant will

experience funds deposit issues.

Whenever a merchant encounters funds deposit issues (not being paid by the processor), the issue is almost always related to

improper merchant account setup if such account was properly provisioned on the processor's platform.

When such funds deposit issue occurs, you MUST CONTACT your payment processor (Bank, ISO, or Merchant Service

Provider) directly to retrieve any unpaid funds. Such funds deposit issues IS NOT a software issue and only the processor

has the ability to retrieve the unpaid funds.

“I, the merchant or merchant's authorized agent, do hereby acknowledge the above warning statements and understands

that I am completely responsible in setting up the merchant account settings properly and that I will work with my

payment processor in order to enter the correct settings.

I understand that if funds deposit issues do occur, I will need to contact my payment processor directly in order to retrieve

the unpaid funds.

I understand that Aldelo Systems does not have any ability to assist in the discovery of any unpaid funds, and I also agree

that I am responsible to work with my processor in order to verify if my merchant account is properly provisioned on the

processor platform and the merchant account settings in this software is also properly configured.

I hereby indemnify Aldelo Systems Inc., its employees, directors and shareholders of any liability as a result of

misconfigured merchant account settings in this software, that results in operational or funds deposit failures or loss of

such funds.”

Page 6: EDC version 6.2 Set up instructions & Aldelo For ... v6 2 setup.pdf · EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration Windows 7,Enterprise and Ultimate Initial

10. Enter the Merchant account information provided by your processor. In the example below the processor

is Mercury Payment systems

11. The next step is to integrate the EDC program with your Aldelo For Restaurants. Go to the Backoffice >

Store Settings > Revenue tab

NOTE: You must have Aldelo For Restaurants version 3.8.B19 installed and activated or the integration

will not work with the EDC version 6.2

Click Configure EDC Integration Settings

Page 7: EDC version 6.2 Set up instructions & Aldelo For ... v6 2 setup.pdf · EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration Windows 7,Enterprise and Ultimate Initial

To set up the Aldelo EDC integration to Aldelo For

Restaurants you will need the following

information.

EDC Administrator User Name and Password

EDC POS User Name and Token

EDC Batch User Name and Token

The IP or computer Name of the EDC Web Service

host computer

From the Back Office of the EDC Software Go to Store Settings> Revenue

In the Revenue Tab Click Configure EDC

Integration Settings. This may take a moment

to bring up the integration screens.

You will need to input the EDC Server Host Name

or TCP/IP Address. The EDC Server Application

Name will be AldeloEDC Unless otherwise

configured. Then Click Update.

Page 8: EDC version 6.2 Set up instructions & Aldelo For ... v6 2 setup.pdf · EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration Windows 7,Enterprise and Ultimate Initial

You will then need to put in the EDC

Administrators User name and password and Click

Login

You will need to fill in the EDC POS User Name and

Token as well as the EDC Batch User Name and

Token. Then Click Verify Users. This will check to

make sure the users are Match what is in the EDC

Software.

Page 9: EDC version 6.2 Set up instructions & Aldelo For ... v6 2 setup.pdf · EDC version 6.2 Set up instructions & Aldelo For Restaurants Integration Windows 7,Enterprise and Ultimate Initial

Depending on the accounts you have set up in EDC you will have once of the following screens in the US

If you are Processing Credit cards only (Screen on the left) You will only need to set up the Port number for the Aldelo

for Restaurants to communicated to the local Service on. Then Click Update. Then Install AFR Service.

If you have set up accounts for US Debit, You will need to also set the com port the pin pad is connected and select the

device type. Once this is done you can select Update. Then Install AFR Service.

Next step is to integrate any additional client stations that are used to take credit cards on:

Client stations will be required to have Windows XP PRO SP3, Vista Business SP1 or Windows 7 Ultimate with DotNet 3.5

installed. The will need to be part of the same workgroup or domain and the Aldelo for Restaurants will need to be set

up with Simple File Sharing as stated in the Aldelo For Restaurants Manual.

You will then install the Aldelo For Restaurants 3.8.BXX and Begin at Step 11