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Episys Deployment Guide Choose a category: Install Episys Install Accessories Synergent Confident ial Episys Version 2008.08 Synergent 2008 Download latest guides from: http://updates.synergentcorp.com

Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

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Page 1: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Episys Deployment GuideChoose a category:

Install Episys

Install Accessories

SynergentConfidential

Episys Version 2008.08 Synergent 2008 Download latest guides from: http://updates.synergentcorp.com

Page 2: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

PreparationIf this is the first time you will be installing Episys you can continue to the next step.

If this is a re-install of Episys, verify the Remote Administrator Server is closed before continuing. The installation will fail if the program is open.

To close the program right click the Remote Administrator Server icon select Close.

SynergentConfidentialInstall Episys

Page 3: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 1To begin, click Install Episys.

SynergentConfidentialInstall Episys

Page 4: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 2Close any running programs, then click Next.

If you are reinstalling Episys, please close the Remote Administrator Server before continuing. This is found on the Windows taskbar next to the clock.

SynergentConfidentialInstall Episys

Page 5: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 3Enter the Episys host you would like to connect to, then click Next.

SynergentConfidentialInstall Episys

Page 6: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 4Enter the SYM number you want to default to when connecting to Episys, then click Next.

This field cannot be left blank. If you don’t know the SYM number, enter 0.

SynergentConfidentialInstall Episys

Page 7: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 5Enter your Episys username, then click Next.

For higher security, you can leave this field blank.

SynergentConfidentialInstall Episys

Page 8: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 6The setup wizard will now begin copying files to your computer. Click Next, or Continue.

If you made a mistake, click the Back button and make any necessary changes.

SynergentConfidentialInstall Episys

Page 9: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 7Once the core files have been copied to your system you must now download your Credit Union(SYM) specific files.

Make sure you are connected to the network and click Download.

SynergentConfidentialInstall Episys

Page 10: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 8Please wait for the files to download to your computer.

SynergentConfidentialInstall Episys

Page 11: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 9You may see this screen during the installation if you have the Windows Firewall enabled. You will need to allow the Remote Administrator Server (RAS) software through your firewall for Episys to function properly.

To allow, click Unblock.

SynergentConfidentialInstall Episys

Page 12: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 10After the files are finished downloading, reboot your computer.

Click Start, Turn Off Computer, Restart.

*A reboot is required to continue the installation and before using Episys.

Install EpisysSynergent

Confidential

Page 13: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 11When your computer finishes rebooting, the Episys Member Photo wizard will start.

Click Next to continue.

*If your computer did not complete the download from Step 8, do not proceed with the Member Photo install. The Member Photo add-in must be installed after a successful host download.

Install EpisysSynergent

Confidential

Page 14: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 12Enter the Member Photo username, then click Next.

This field will be the same as Step 5.

Install EpisysSynergent

Confidential

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Step 13Enter the Member Photo passphrase, then click Next.

This field cannot be left blank.

Install EpisysSynergent

Confidential

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Step 14Enter the Credit Union institution number, then click Next.

This field will be the same as Step 4.

Install EpisysSynergent

Confidential

Page 17: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 15The Member Photo software is now installed on your computer.

Click OK to return to your desktop.

Install EpisysSynergent

Confidential

Page 18: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 16Congratulations!

Episys is now installed and ready to use.

Return to Main Menu

OR

Install Accessories

SynergentConfidentialInstall Episys

Page 19: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

AccessoriesClick on the type of accessory you would like to install:

Receipt Printers

Signature Pads

Web Cameras

SynergentConfidentialInstall Accessories

Page 20: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Receipt PrintersClick on the type of Receipt Printer you would like to install.

Epson TM Series

Star TSP-7 Series

SynergentConfidentialInstall Receipt Printers

Page 21: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 1To begin the installation click Next.

SynergentConfidentialEpson Receipt Printers

Page 22: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 2Review the licensing agreement. If you agree to the terms click I accept the terms of the license agree, then click Next.

SynergentConfidentialEpson Receipt Printers

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Step 3Select the Standard setup and click Next.

SynergentConfidentialEpson Receipt Printers

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Step 4Here you will add the printer to you want to install. Click Add.

SynergentConfidentialEpson Receipt Printers

Page 25: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 5In the Select driver drop down list, click the printer to you want to install.

In the Port Type drop down list, select USB or Parallel depending upon your printer type.

SynergentConfidentialEpson Receipt Printers

Page 26: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 6Review your selections, then click Next.

SynergentConfidentialEpson Receipt Printers

Page 27: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 7Review your selections and click Next.

SynergentConfidentialEpson Receipt Printers

Page 28: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 8Click Next to begin copying files

SynergentConfidentialEpson Receipt Printers

Page 29: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 9Congratulations!

Your printer is now installed.

The next step is to configure the printer.

Click Finish to close the window.

SynergentConfidentialEpson Receipt Printers

Page 30: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 10Open the Printer control panel and right click the EPSON TM-T88IV Receipt printer.

Left click on Properties to display the printer properties menu as shown.

SynergentConfidentialEpson Receipt Printers

Page 31: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 11Click on the Advanced Tab.

Now click the Printing Defaults button.

SynergentConfidentialEpson Receipt Printers

Page 32: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 12Click the Document Settings tab.

Enable the Print all text as graphic images option.

Now click Apply to save the changes.

SynergentConfidentialEpson Receipt Printers

Page 33: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 13Click on Paper Source

Change the Paper Source option to Custom.

SynergentConfidentialEpson Receipt Printers

Page 34: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 14Click on the Document End button.

SynergentConfidentialEpson Receipt Printers

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Step 15Uncheck the Feed to cut position before cutting option.

Change the cutting method to Do not cut.

Click OK when finished.

SynergentConfidentialEpson Receipt Printers

Page 36: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 16Click on the Page End button.

SynergentConfidentialEpson Receipt Printers

Page 37: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 17Check the Feed to cut position before cutting option.

Change the cutting method to Cut.

Click OK when finished.

SynergentConfidentialEpson Receipt Printers

Page 38: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 18Click OK to close the window.

SynergentConfidentialEpson Receipt Printers

Page 39: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 19Click OK to close the window.

SynergentConfidentialEpson Receipt Printers

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Step 20Congratulations!

The printer configuration is now complete.

Click OK to close the window.

Return to: Accessories Menu

SynergentConfidentialEpson Receipt Printers

Page 41: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 1Download the Star printer driver from the Synergent Update website using the link below.

http://updates.synergentcorp.com

SynergentConfidentialStar Receipt Printers

Page 42: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 2Click the Star TSP-700 button listed on the Hardware section of the website.

Save the file to your desktop.

SynergentConfidentialStar Receipt Printers

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Step 3Open the file you downloaded to your desktop called Star_TSP700.exe , then click OK.

SynergentConfidentialStar Receipt Printers

Page 44: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 4Under the Model drop down list, select the printer you would like to install.

After selecting a printer click Extract files for installation via Windows Add Printer Wizard.

SynergentConfidentialStar Receipt Printers

Page 45: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 5Click the No button to decline the Status Monitor installation.

SynergentConfidentialStar Receipt Printers

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Step 6Plug the printer into an open USB port on your computer.

The computer will see the printer and load the Found New Hardware Wizard.

Click Next to start the wizard.

SynergentConfidentialStar Receipt Printers

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Step 7Click No, not this time and click Next.

SynergentConfidentialStar Receipt Printers

Page 48: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 8Click Search for a suitable driver for my device, and click Next.

SynergentConfidentialStar Receipt Printers

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Step 9Click Specify a location, and click Next.

SynergentConfidentialStar Receipt Printers

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Step 10Click Browse to open an Explorer window. Browse to the Star folder created on your desktop created by the Star_TSP700 program.

Open the StarRas folder under the Star parent folder and double click the file OEMPRINT.inf

SynergentConfidentialStar Receipt Printers

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Step 11The wizard will find the printer driver and display the search results.

Click Next to use the driver.

SynergentConfidentialStar Receipt Printers

Page 52: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 12Select the Star TSP700 Raster Printer with status monitor option, then click Next.

SynergentConfidentialStar Receipt Printers

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Step 13If you receive a warning window click Continue Anyway.

SynergentConfidentialStar Receipt Printers

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Step 15Congratulations!

Your printer has been installed.

The next step is to configure the printer.

Click Finish to close the window.

SynergentConfidentialStar Receipt Printers

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Step 16Open the Printer control panel and right click the Star TSP700 Raster Printer with status monitor printer.

Left click on Properties to display the Printer Preferences menu as shown.

SynergentConfidentialStar Receipt Printers

Page 56: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 17Under the Layout tab, click Advanced.

SynergentConfidentialStar Receipt Printers

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Step 18Under Paper/Output, click the Paper Size drop down.

Select Full Width 72mm*Receipt option, then click OK.

SynergentConfidentialStar Receipt Printers

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Step 19Congratulations!

The printer configuration is now complete.

Click OK to close the window.

Return to: Accessories Menu

SynergentConfidentialStar Receipt Printers

Page 59: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Signature PadsClick on the type of Signature Pad you would like to install.

Topaz Signature Gem T-L462

SynergentConfidentialInstall Signature Pads

Page 60: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 1To begin the installation click Next.

SynergentConfidentialInstall Signature Pads

Page 61: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 2Review the Read Me file, then click Next.

SynergentConfidentialInstall Signature Pads

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Step 3Review the destination folder, then click Next.

SynergentConfidentialInstall Signature Pads

Page 63: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 4Choose your Operating System from the list, then click OK.

SynergentConfidentialInstall Signature Pads

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Step 5Select a Signature Pad from the list, then click OK.

SynergentConfidentialInstall Signature Pads

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Step 6Select the HSB connection type and click OK.

SynergentConfidentialInstall Signature Pads

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Step 7Unplug the Signature Pad if you have already plugged it in and click OK.

SynergentConfidentialInstall Signature Pads

Page 67: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 8Review the licensing agreement. If you agree to the terms click Agree.

SynergentConfidentialInstall Signature Pads

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Step 9If you would like a desktop shortcut choose Yes, then click OK.

SynergentConfidentialInstall Signature Pads

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Step 10Click OK on the informational notices.

SynergentConfidentialInstall Signature Pads

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Step 11You may now plug in the Signature Pad.

When you have plugged in the Signature Pad, click OK.

SynergentConfidentialInstall Signature Pads

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Step 12Congratulations!

The Signature Pad configuration is now complete.

Click Finish to close the window.

Return to: Accessories Menu

SynergentConfidentialInstall Signature Pads

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Web CamerasClick on the type of Web Camera you would like to install.

Logitech QuickCam 5000

Logitech QuickCam 4000

SynergentConfidentialInstall Web Cameras

Page 73: Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from: ://updates.synergentcorp.com

Step 1Select Custom installation, then click Next.

SynergentConfidentialInstall Web Cameras

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Step 2Click Logitech QuickCam drivers and click Next.

SynergentConfidentialInstall Web Cameras

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Step 3Review the licensing agreement. If you agree to the terms click “I accept the terms in the license agreement” and click on Next.

SynergentConfidentialInstall Web Cameras

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Step 4When your computer finishes copying files you can plug in your Web Camera.

Windows will recognize the camera and finish the configuration.

SynergentConfidentialInstall Web Cameras

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Step 5Congratulations!

The Web Camera configuration is now complete.

Click Done to close the window.

Return to: Accessories Menu

SynergentConfidentialInstall Web Cameras