Shoper 9 POS Customised Installer.book

Transcription

Shoper 9 POS Customised Installer
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© 2009 Tally Solutions Pvt. Ltd. All rights reserved.
Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper HO, Shoper 9 POS, Shoper 9 HO, TallyDeveloper, Tally Developer, Tally.Developer 9, Tally.NET, Tally Development Environment, Tally Extender, Tally Integrator, Tally Integrated Network, Tally Service Partner, TallyAcademy & Power of Simplicity are either registered trademarks or trademarks of Tally
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Version:Shoper 9 POS Customised Installer/1.1/July 2009
Contents
Introduction ............................................................................................................................................. 1
Customised Installation ........................................................................................................................... 1
Customisation of Files............................................................................................................................. 1
Content of the POSCustomisation folder ................................................................................................. 1
Steps to create a Custom Build .............................................................................................................. 2
Custom Build Installation — Method 1 .................................................................................................... 4
Shoper 9 POS Installation ...................................................................................................................... 8
Custom Build Installation — Method 2 .................................................................................................. 20
i
Introduction
The custom specific installation concept in Shoper 9 is aimed at installing customer specific
files, templates, etc. This document contains the guidelines to create Shoper 9 POS Customised Installer and setup Shoper 9 POS accordingly.
Customised Installation
To setup a customised POS installation, install the POSCustomisationSetup before installing
Shoper 9 POS.
The POSCustomisationSetup will copy .exe files, templates, logo, etc. to your system.
POS installation will use these files, templates, etc. to complete the installation as per your
requirements.
To configure installation as per your requirements, the contents of certain files in the
POSCustomisationSetup can be edited.
Customisation of Files
To customise the files, open the folder POSCustomisationSetup > WinRoot > POSCustomisation.
The contents of this folder POSCustomisation are grouped under the extensions .zip, .ini,
.bat, .jpg, .dll and .exe. You can edit the contents of all the files except the .exe files.
Content of the POSCustomisation folder
zip files
The folder POSCustomisation has the following zip files:

ShoperCustIni.zip - Containing the customised INI files
ShoperCustWinDll.zip - Containing the system32.dll files including Crystal Report
related files and font folder

ShoperCustScript.zip - Containing the customised script files

ShoperCustApp.zip - Containing the customised application files
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These files (BillTemplate, ParamDef, Images, Barcode) can be extracted,
edited and saved/zipped back in to this folder.
ini files

CustomiseInfo.ini - This file contains information regarding the title, date, description
and company logo to be displayed during the installation of Shoper 9 POS
FileInfo.ini - This file is for futuristic use only
FileList.ini - This file is blank before the customisation process. After the customisation
process the list of all the zipped files in the folder is listed in this file.
bat files

CustRegis.bat - run this file to register the customisation

UnCustRegis.bat - run this file to unregister the customisation
jpg file

This is an image file and is displayed during the installation of Shoper 9 POS, along with
the customised setup configuration
exe file

This file cannot be modified and should not be deleted.
Steps to create a Custom Build
1. Customise the file, CustomiseInfo.ini to display the following information while installing
the custom build. Maintain the structure of the file while editing the contents.

Double click on the file to open it

Title: Enter the title that you want to be displayed on the main screen

Date: Enter the date of creating the installer that you want to be displayed

Description: Enter the description about the type and purpose of customisation

Logo: Enter the name of the image file containing the logo which is available in the
folder \POSCustomisationSetup\WinRoot\POSCustomisation\
The file, FileList.ini file is blank before the customisation process. After the customisation
process the list of all the zipped files in the folder is listed in this file.
2
Apart from the INI files, there are four zip files where you can upload the customer specific
business template, bill template, customised exe, dll and other related files.
The file, ShoperCustApp.zip contains all the customised files such as, application(.exe),
Images, Paramdef, template, bill template, barcode template, etc., that are to be copied in to
the application folder.
The folders are as follows:

Templates: Contains the customised Business templates

Bill Templates: Contains the customised Bill Printing templates

ParamDef: Contains the INI file of System Parameters

Images: Contains images of stock items

Barcode: Contains barcode related files.
2. Copy the customised files to the respective folder in the zip file.
All the customised INI files to be copied to the INI folder are available in the file, ShoperCustIni.zip.
All the customised script files to be copied to the application folder are available in the file,
ShoperCustScript.zip.
All the system files to be copied to the system are available in the file, ShoperCustWinDll.zip. These files should follow the given format:

Fonts: Files containing the fonts or bar codes

System32: Files containing the system dll or ocx

Crystal: Files related to the Crystal Report
Avoid creating a folder before zipping the files. First, select the files to be
zipped, right click and select WinZip > Add to Zip file.
3
Custom Build Installation — Method 1
Steps
1. Double click the CustomisationSetup.exe icon
2. The Shoper 9 POS - Customisation Setup screen is displayed as shown.
Figure 1. Customisation Setup
3. Click Next to begin the installation
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The InstallShield Wizard displays the Preparing to Install screen.
Figure 2. Destination Folder
The Shoper 9 POS Customisation InstallShield Wizard displays the Destination Folder
screen.
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The default location for the destination folder is <windows installation drive>:\POSCustomisation\.
4. Click Browse to select the required path
5. Click Next
The Custom Configuration Info. screen is displayed as shown.
Figure 4. Custom Installation
6. Click Finish
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The Installation Completed screen is displayed as shown.
Figure 5. Installation Completed
7. Click Finish to complete the customisation installation process
8. Now, install Shoper 9 POS
The files and templates customised for a company should be installed in a
folder before the installation of Shoper 9 POS.
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Shoper 9 POS Installation
1. Double click the ShoperPOSSetup.exe icon in the Shoper 9 POS Installer source
The Welcome to Shoper 9 POS Setup window is displayed.
In case any component of Shoper 9 POS is already installed, a corresponding message is displayed along with appropriate steps to be taken.
2. Click Next
3. The Welcome to Shoper 9 POS Setup Wizard window is displayed.
4. Click Next
Microsoft Data Access Components (MDAC) are installed. Then, the Choose the Type of
Installation window is displayed.
Figure 6. Choose the Type of Installation
5. Select POS as Server or Stand Alone
6. Click Next
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The Cancel option available at various stages of the installation process
allows you to abort the installation, if required.
The Choose the Type of Installation screen as shown.
Figure 7. Type of Shoper POS Installation
7. Select Stand Alone POS or Server and POS based on you requirment
8. Click Next
The Choose the Shoper 9 POS Configuration window is displayed.
9. Select Standard product Configuration
The standard out-of-the-box configuration will be installed. The option Custom build
product Configuration allows you to install customised template types with extended
product features in Shoper 9 POS.
10. Click Next
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11. Select Server and POS
12. Click Next
The Test SQL Connectivity window is displayed.
Figure 8. Test Database Connection
13. Enter the Server Name, User Name (ShoperAdmin login created on SQL Server) and
Password
14. Click Next
A message Database Connection Successful is displayed, if the connection is successful.
If the connection is not successful, a message indicating database connection failed is displayed. Click OK to close the message box. To continue,
ensure that database server is accessible and user name & password are
correct.
The Shoper 9 POS Stand Alone - InstallShield Wizard displays the Destination Folder
window. The default location for the destination folder is <windows installation
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drive>:\Shoper9\. Enter the folder name, or click Browse and select the required folder, if
necessary.
15. Click Next
The Setup Status window displays configuration status of software installation. Then, the
Shoper 9 POS LiveUpdate window is displayed.
16. Select Check for Updates
It is recommended that you check for updates. This will look for patch updates on the
website, and if available updates the patch.
Choose Skip Updates to avoid looking for patch updates.
17. Click Next
Once the download is completed, a message Download of updates for Shoper 9 completed
is displayed.
18. Click Next
The Shoper 9 POS Installation window is displayed.
19. Select Setup New Instance of Shoper POS
Select Restore an Instance of Shoper POS, if you want to restore a POS installation from a
backup. For details, refer to the document Shoper 9 POS Installation & Setup on the
installation CD.
20. Click Finish
The Shoper System Configuration window is displayed where the database connection
information provided earlier in the Test SQL Connectivity window is already populated.
21. Enter/ change the server name, user id and password, if required
You may click Advanced to change the default values of Node/ Terminal ID and Name,
and Shoper Configuration Database Name.
For better disk space management, you may choose to write data files and log files in a
desired path instead of the default path provided by SQL Server. Then, select Specify data
file paths and enter the data file and log file paths.
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Figure 9. Shoper System Configuration – Advanced
22. Click Ok to accept values in the Advanced window
The database path needs to be a local path. If any problem is encountered
while accessing the paths provided, then an error message The database
is being used/Path is not Valid is displayed.
23. Click Next
The system database is created and the Shoper System Configuration window is displayed
with the configuration summary.
24. Click Finish
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The Shoper 9 POS Setup window is displayed.
Figure 10. Customisation Complete
The content incorporated during customisation is displayed.
25. Click Next
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The Shoper Company Configuration screen is displayed as shown.
Figure 11. Shoper Company Configuration
The Business Environment is customised as Retail.
26. Select New company as the Company Setup
27. Click Next
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The required databases are created and the Shoper Company Configuration screen is
displayed with default values for Company Administrator.
The Company Configuration screen is displayed as shown.
Figure 12. Company Configuration
The purpose of the fields and their corresponding default values are as listed below.
Field
Purpose
Default Value
Login ID
To login to Shoper 9 application
super
Name
Display name used for the
login ID
super
Password
Security for the login
nothing
Company Administrator
28. Enter the Company Information
29. Change Company Administrator details, if required
30. Click Advanced to specify the location of data files if different from the default location
31. Click Next
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The Parameters screen is displayed.
Figure 13. Parameters Setup
32. Make changes in the settings, if required
To alter the parameters, click the cells in the column Value. Most of the parameters are either
to select or to set the captions for Basic item classification, Super classification and Item
analysis codes.
33. Click Next
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The Shoper 9 POS Setup window is displayed.
Figure 14. Shoper POS Setup details
34. Click Next to continue
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The Shoper Company Configuration screen is displayed.
Figure 15. Shoper Company Configuration In-Progress
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The Installshield Wizard registers the components and the Installation Completed screen is
displayed.
35. Click Finish
The installation of the customised build of Shoper 9 POS is complete.
19
Custom Build Installation — Method 2
In this method you need to ensure the availability of the custom setup before you start the
installation.
36. Double click the ShoperPOSSetup.exe icon in the Shoper 9 POS Installer source
The Welcome to Shoper 9 POS Setup window is displayed.
In case any component of Shoper 9 POS is already installed, a corresponding message is displayed along with appropriate steps to be taken.
1. Click Next
The Welcome to Shoper 9 POS Setup Wizard window is displayed.
2. Click Next
Microsoft Data Access Components (MDAC) are installed. Then, the Choose the Type of
Installation window is displayed.
Figure 17. Choose the Type of Installation
20
The Cancel option available at various stages of the installation process
allows you to abort the installation, if required.
3. Select POS as Server or Stand Alone
4. Click Next
5. The Choose the Shoper 9 POS Configuration window is displayed.
6. Select Custom build product Configuration
7. Click Next
The Open Customer Specific Customisation screen is displayed as shown.
Figure 18. Open Customer Specific Customisation
8. The folder path containing the Customisation files is displayed. Click Browse, to select the
required path.
9. Click Ok.
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The Shoper 9 POS - Customisation Setup screen is displayed as shown.
Figure 19. Customisation Setup
10. Click Next to begin the installation
22
The Shoper 9 POS Customisation InstallShield Wizard displays the Destination Folder
screen.
The default location for the destination folder is <windows installation drive>:\POSCustomisation\.
11. Click Browse to select the required path
12. Click Next
23
The Custom Configuration Info. screen is displayed as shown.
Figure 21. Custom Installation
13. Click Finish to complete the process of configuring
24
The Installation Completed screen is displayed as shown.
14. Click Finish to complete the installation process
15. Now, install Shoper 9 POS
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