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					Enterprise Manager
         Users Guide
 Installation                                                                               STS Enterprise Manager



 Introduction
 STS Enterprise Manager is a management console used to report on the activities of multiple STS
 registers within an organization and serve as a central repository for Item definitions and transaction
 support information. It is designed for use on Microsoft Windows Server operating systems, although
 there is no functional limitation prohibiting installation on Windows desktop or client operating systems.

 For purposes of clarification, the Windows Server computer running the Enterprise Manager software will
 be referred to as “Server” in this documentation. Desktop computers with client versions of Windows and
 running STS registers and connecting to the server by way of various data transfer or streaming services
 will be referred to as “Client” or “Clients”.

 *** Please note that you must be logged on with a user account that has administrative permissions on
 the local machine in order to install software. If you are not an administrator, the installation will not be
 successful.




 System Requirements
 The following system requirements are for STS Enterprise Manager installed on a Server machine only,
 NOT clients which have their own hardware and software requirements.

 This software should only be installed on Windows Server operating systems but will run on Windows XP
 or other client operating systems.


Hardware                                                                  Operating System

Intel Processor – Pentium 4 or higher                                     Windows Server operating systems are HIGHLY recommended.
512 Mb RAM
300 Mb Hard Disk space                                                    Windows 2003 Server – Service Pack 1 or higher (Preferred)
VGA Graphics Card or better (1024 x 768 @ 24 bit color preferred)         Windows 2000 Server – Service Pack 4 or higher
                                                                          Windows XP Professional - Service Pack 2 or higher
Standard Mouse & Keyboard                                                 Windows 2000 Professional – Service Pack 4 or higher
                                                                          Windows Vista Business, Enterprise, or Ultimate

** Windows 3x, 95, 98, and ME, as well as Macintosh and Linux are not supported.

** This software is not yet tested for compatibility with Windows Server 2008. Although it may function perfectly, no guarantees are given as to
compatibility with this Operating System.




 Pre-Installation Requirements
 For STS Enterprise Manager to function properly, Workstation Setup (3.7 or higher) must be installed.
 If using Microsoft SQL Server as the database engine, please see the section entitled “Installing SQL
 Server 2005 Express for use with STS Enterprise Manager”.

 This documentation will present the necessary steps to accomplish the installation on a Microsoft
 Windows Server 2003 computer and client access from Microsoft Windows XP clients. The steps
 required for other operating systems are similar, but there may be subtle differences.


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Installation                                                                        STS Enterprise Manager


Installing STS Enterprise Manager


Workstation Setup
This software must be installed before the Enterprise Manager may be installed.

Locate the setup for Workstation Setup on your installation media or the download provided by your
software vendor to begin installing the required run-time components.




Once the Windows Installer has prepared the installation package and the InstallShield™ wizard appears,
click “Next” to begin installation.


**If you encounter any errors during setup, contact your vendor or administrator.




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Installation                                                          STS Enterprise Manager




All components will be installed into the System folder. On the setup review screen, click “Install” to
accept the install location and begin copying files. Continue to click “Next” until the wizard has completed
the installation. Then click “Finish”. (You may need to restart your computer)




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Installation                                                        STS Enterprise Manager

STS Enterprise Manager Setup

Locate the setup for STS Enterprise Manager on your installation media or the download provided by
your software vendor to begin installing the software.

Once the Windows Installer has prepared the installation package and the InstallShield™ wizard appears,
click “Next” to begin installation.




Enter your organization’s name in the Company Information screen to register the software for use in your
company or organization. Click “Next” to continue.




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Installation                                                        STS Enterprise Manager




You may change the Install location if required, but it is recommended to use the default path which is
automatically set to “C:\Program Files\STS Enterprise Manager\”. Once an install path has been set, click
“Next” to continue.




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Installation                                                     STS Enterprise Manager


You will now see the confirmation screen for the choices you have selected. Click “Install” to begin
installing the software.




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Installation                                                            STS Enterprise Manager

InstallShield will now copy files and install the program to the location specified, and will perform other
actions on the server as necessary.




During installation you will see a message box informing you that the installation is creating network
shares. By default the installation directory for the software is shared on the network. This is done so that
workstations may connect to the application to run reports from other computers instead of having to
always work on the server. This is a normal part of the installation process.




Once installation is complete you will see the finish screen. Click “Finish” to complete installation of the
software.

At this point you will need to configure certain parameters for the system before it can be used including a
connection to a database.

The next few sections of this manual will guide you through those steps and help you setup and configure
your software.




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Installation                                                          STS Enterprise Manager

Configuring the Software

This section pertains to New software installation only and only needs to be done once. This section
does not apply to upgrades to existing software. If this is an upgrade please skip this section.

If you, at any time, select “Cancel” during the setup process you will be asked to confirm this decision.
Please note that all changes made will not be recorded and must be entered at a later date to complete
the installation of the software.




To continue, please review the information on the screen below and press “Next” to begin the Setup
process.




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Installation                                                         STS Enterprise Manager




Your license key (included with the materials you received from your software vendor when the software
was purchased) must be entered here for the system to run. It is an 18 character alpha-numeric value
whose format should appear like this:

                                        xxxxxx-xx-xxxxxx-xxxx

A valid license key entered will be indicated in Blue. An invalid license will be indicated in Red. In the
case of an invalid license, please check the number again and retry. If the license provided is entered
and remains invalid please contact your software vendor.

Example of an Invalid License:




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Installation                                                           STS Enterprise Manager




You must now setup your connection to the database for the software to use. If a database does not yet
exist you may create it at this point, provided that you are using Microsoft Access as the database engine
or that SQL Server is already installed if using Microsoft SQL Server.

If you wish to use SQL Server and it is not yet installed, please see the section of this document entitled
“Installing SQL Server 2005 for use with STS Enterprise Manager” for additional instructions on how to
install and configure Microsoft SQL Server for use with this application.

The Enterprise Manager uses Microsoft technologies for its data storage and reporting capabilities.
There are two supported database engines which the system can utilize.

    •   Microsoft SQL Server (Recommended)

    Microsoft SQL Server is the recommended database for all but the smallest organizations, but is truly
    suitable even then. Any edition of SQL Server can be used including Standard, Enterprise, Data
    Center, or even Express. If utilizing SQL Server 2005, the free Express edition is the perfect starting
    place for many organizations, leaving the possibility to upgrade to the Standard Edition as the
    organization grows.


    •   Microsoft Access (Workgroup ONLY)

    Microsoft Access may be used in small organizations having less than 10 simultaneous connections
    from Point of Sale clients or reporting workstations. It can also be used in demonstration mode to test
    or demonstrate system functionality. This is only recommended for small organizations lacking staff
    with enough technical knowledge to setup and maintain SQL Server.




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Microsoft SQL Server (Recommended)

Once SQL Server has been installed, this application can be used to create the Enterprise Manager’s
database within the SQL instance. It is also used to save database connection settings to the system’s
INI file for use by all applications and reports.

For normal activity there is no difference between SQL versions. However, if creating the initial database,
there are subtle differences requiring you to specify which version of SQL Server is installed. There are
two currently supported versions:

    •   SQL Server 2000 or MSDE

    This includes Microsoft SQL Server 2000 Standard Edition, Enterprise Edition, and Data Center
    Edition, as well as the Microsoft SQL Desktop Engine which is a smaller, limited version with no
    graphic interface. The 2000 versions are considered out of date and are not recommended unless
    your organization already has other databases deployed on this platform. There is no functional
    limitation to using SQL 2000, however an upgrade to 2005 is recommended.

    •   SQL Server 2005 or SQL Express

    This includes Microsoft SQL Server 2005 Express, Workgroup, Standard Edition, and Enterprise
    Edition. Unless your organization needs to support additional databases, or is of sufficient size to
    prohibit using it, it is recommended that SQL 2005 Express be utilized for most installations. The
    main advantage being that the Express Edition is free and does not require expensive or complicated
    licensing while retaining most of the power of the other SQL Server versions.

    If unsure which version is right for your installation, please speak with your software vendor or call
    technical support for assistance.


SERVER

This is the name of the SQL Server computer and SQL Server instance name if applicable. The setting
should be formatted as follows where “Servername” is the name of the SQL Server computer and
“sqlinstancename” is the name of the SQL Server instance installed on that server.
                                     Servername\sqlinstancename

NOTE: If using the default SQL instance (a named instance was not chosen) the only setting required
here is the server name.


DATABASE

The name of the SQL Server database to use for STS Enterprise Manager. If creating the database for
the first time, this name may be chosen by the administrator performing the install. This setting can be
any name which is valid for a SQL Server database, but it is recommended that a simple, descriptive
name be used such as “POSManager” or another similar name.


USERNAME

The SQL Server username which has access to and permission to read from and write to the database.
For normal operations, this database user does not have to have administrative privileges to the
database, however this is required for database creation. By default the login uses SQL Authentication
with the built in username “sa”.


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PASSWORD

The password for the specified user name. Please note that this information IS CASE SENSITIVE.


TEST CONNECTION

Allows the connection to the database to be tested to ensure that your settings are correct. Please note
that if the database does not yet exist the connection test will fail.


CREATE DATABASE

Allows the creation of a new database with the specified name on the indicated SQL Server instance.

Be sure that the user account specified has permission to create databases on the SQL Server before
continuing. If unsure, use the built in login “sa” or use SQL Server Enterprise Manager (if using SQL
2000) or SQL Management Studio (if using SQL 2005) to create a login and grant it the correct
permissions. It is NOT recommended to attempt to create the database itself manually or by scripted
SQL queries from within the Management Studio.


Microsoft Access (Workgroup ONLY)

For small organizations Microsoft Access can be used as the database access technology. The benefits
include the fact that it is free, and there is no SQL Server installation to perform. However, the platform
itself is limited and is not scalable to the demands of medium sized or large organizations.


DATA FILE

If using Microsoft Access, this is the full path to the database file which should be created or utilized to
collect the data to be stored in this system. It is recommended that the file be placed in the provided
“Data” folder beneath the Enterprise Manager’s main application directory although this is not required. If
the specified data file does not exist it can be created.

•   Create Database

Allows the creation of a new database with the specified file name for the Enterprise Manager’s use.




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Once the database connection has been setup press Next to proceed to the final screen of the
configuration process.




You have now entered the last step of the Software installation step. You can choose to Run the
Configuration Program to set additional settings if desired.

To save all of the information entered in this setup and to complete this process press Finish.




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Installing SQL Server 2005 for use with STS Enterprise Manager
If you wish to use Microsoft SQL Server as the database engine any version may be used and may be
installed on the same server as the Enterprise Manager software or a different server on the local network
or in the data center. However, no license for Microsoft SQL Server is provided with the Enterprise
Manager software.

Therefore, unless your organization already has or wishes to purchase the full version of SQL Server you
may opt to install and use the Express edition of SQL Server since it is provided by Microsoft free of
charge or licensing requirements.

This section of the installation instructions will detail how to install the Express edition of Microsoft SQL
Server 2005 and configure it for use with the Enterprise Manager software. Due to the similarities
between versions of SQL Server these instructions will largely be applicable to other editions and
versions of the software, but subtle differences may exist.

If unsure of how to proceed, or how to install and configure the version of SQL Server owned by your
organization, please consult your software vendor for assistance.



Prerequisite              Microsoft .NET Framework 2.0

The .NET Framework version 2.0 must be installed prior to installing and configuring SQL Server 2005.

The redistributable installation package may be downloaded for free from Microsoft at this URL:
http://www.microsoft.com/downloads/details.aspx?FamilyID=0856eacb-4362-4b0d-8edd-
aab15c5e04f5&displaylang=en

Installation is simple. Download and run the “dotnetfx.exe” file and press “next” when prompted to
complete the install.

Note:    If the Microsoft .NET Framework 3.0 or higher is installed, there is no need to install version 2.0!



Step 1                    Download Microsoft SQL Server 2005 Express

SQL Server 2005 Express is available for free from Microsoft. The latest edition as of this writing is
Service Pack 2. The installation package can be downloaded from this URL:
http://www.microsoft.com/downloads/details.aspx?FamilyID=31711d5d-725c-4afa-9d65-
e4465cdff1e7&DisplayLang=en




Step 2                    Install SQL Server 2005 Express

NOTE: You must run all Setups as an administrator

The installer will check to see if all prerequisites are installed and that the computer meets the Minimum
System Requirements. If installation can proceed, press “next” to continue.




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When choosing “Components to Install” make sure “SQL Server Database Services” is selected. All other
services are not used by STS Enterprise Manager.




Choosing an instance name is important to STS Enterprise Manager because this is the SQL server
instance we’ll need to connect to. For most installations we can simply use the Default Instance which
names the service ComputerName\SQLExpress (where ComputerName is the name of the computer).

Make sure the Intstance Name is set to “Default Instance” and press “next”.


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The account used to run SQL server does not matter to us, but can be set by the customer to conform to
their security policies. By default this is set to “Local System”. This should be sufficient for most installs.




The other VERY important piece of information to STS Enterprise Manager is the username and
password used to connect to the database.




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The Authentication mode for STS Enterprise Manager should be set to “Mixed Mode” since the
application uses SQL Authentication to connect. Windows Authentication is still supported in this mode.

Make sure the sa password for the server is a strong password. The customer may choose this setting.
Press “next”.




Accept the default Collation Settings for SQL Server. STS Enterprise Manager assumes that SQL is
using the default settings for SQL 2005.



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When “Ready to Install” appears, press “Install” to install SQL Server with these settings.




Monitor the installation progress to make sure that each item installs successfully and receives a green
check mark. When all items have finished, press “next” to finalize the setup.




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Review the displayed information, then click on “Finish” to close the installer.

NOTE: Additional explanations on installing SQL Server is available from Microsoft at:
http://technet.microsoft.com/en-us/library/ms143722.aspx




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Optional Step                    Download and Install SQL Server Management Studio Express

SQL Server 2005 Express edition installs the server engine and runtime components only. It does not
include any management utilities or graphic user interfaces.

In order to view, backup, and work with the databases installed you will need to download and install SQL
Server Management Studio Express. This is not required, but will make management of the server much
easier.

This is also available free from Microsoft at this URL:
http://www.microsoft.com/downloads/details.aspx?familyid=6053C6F8-82C8-479C-B25B-
9ACA13141C9E&displaylang=en

Follow the onscreen prompts to install the software.


To connect the Management Studio to SQL Server, run the program and select the database server and
instance name to connect to, then use “sa” as the username and supply the “sa” password decided on
when SQL Server was intalled.




Press Connect, and if your settings are correct it will open a session to the database.


Detailed information about using the Management Studio is available from Microsoft at:
http://www.microsoft.com/technet/prodtechnol/sql/2005/mgsqlexpwssmse.mspx




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Conclusion
The STS Enterprise Manager software is now installed along with the required run-time components from
the Workstation Setup.

Before using the program however, some options including your database settings need to be configured
and you must provide a valid license key for the software. Please refer to the next section of this
document entitled “Configuration” for assistance setting up STS Enterprise Manager.




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Configuration                                                STS Enterprise Manager


Configuring STS Enterprise Manager
Before STS Enterprise Manager can be run you must provide the startup configuration and a
valid license key. Licenses are issued by your vendor and are included with the materials
received when the software was purchased. Configuration is set in the STS Enterprise Manager
Config application, which can be found in the directory into which the STS Enterprise Manager
was installed.

This section will assist you with configuring your STS Enterprise Manager. The configuration
parameters documented here may be changed at any time by a system administrator, and you
may refer to it at any time for guidance and suggestions on implementing new settings.




Logging In To Edit Configuration

Before you can edit configuration settings you must log in to the configuration application with a
valid Administrative Login. The system comes with a default administrative login of “admin” with
no password. It is recommended that administrators change the default administrative password
during installation. The procedure for changing this username and password appears under the
heading “Security” in this section of the manual.

Once PINs and passwords are defined for users of the system, any administrative level user in
the system database may access this configuration utility.




Enter the username and password of an Administrator and click OK. If your username and
password are valid you will then be able to edit configuration settings for STS Enterprise
Manager. You will see the “General” tab in the configuration application. Proceed to the heading
“General” in this section of the manual to begin editing configuration settings.




1|STS Enterprise Manager Configuration
Configuration                                                STS Enterprise Manager


General Information




SYSTEM INFORMATION

    •   Company or Organization Name

The name entered here will represent the entire system in which the Enterprise Manager will be
managing. This field may be populated with the name of the entire library system or any other
name that is chosen to represent the group of Workstation managed under this system.


DATABASE SETTINGS

The “Edit Database Settings” button allows you to edit the settings controlling the software’s
connection to the database by invoking the Database System Settings utility. A new database
may also be created from this application if the database does not yet exist or a fresh one is
desired.




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Configuration                                                STS Enterprise Manager

DATABASE SYSTEM SETTINGS




Provider:
The Enterprise Manager uses Microsoft technologies for its data storage and reporting
capabilities. There are two supported database engines which the system can utilize.

   •   Microsoft SQL Server (Recommended)

   Microsoft SQL Server is the recommended database for all but the smallest organizations,
   but is truly suitable even then. Any edition of SQL Server can be used including Standard,
   Enterprise, Data Center, or even Express. If utilizing SQL Server 2005, the free Express
   edition is the perfect starting place for many organizations, leaving the possibility to upgrade
   to the Standard Edition as the organization grows.


   •   Microsoft Access (Workgroup ONLY)

   Microsoft Access may be used in small organizations having less than 10 simultaneous
   connections from Point of Sale clients or reporting workstations. It can also be used in
   demonstration mode to test or demonstrate system functionality. This is only recommended
   for small organizations lacking staff with enough technical knowledge to setup and maintain
   SQL Server.




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Configuration                                                STS Enterprise Manager

Microsoft SQL Server (Recommended)




Once SQL Server has been installed, this application can be used to create the Enterprise
Manager’s database within the SQL instance. It is also used to save database connection
settings to the system’s INI file for use by all applications and reports.

For normal activity there is no difference between SQL versions. However, if creating the initial
database, there are subtle differences requiring you to specify which version of SQL Server is
installed. There are two currently supported versions:

    •   SQL Server 2000 or MSDE

    This includes Microsoft SQL Server 2000 Standard Edition, Enterprise Edition, and Data
    Center Edition, as well as the Microsoft SQL Desktop Engine which is a smaller, limited
    version with no graphic interface. The 2000 versions are considered out of date and are not
    recommended unless your organization already has other databases deployed on this
    platform. There is no functional limitation to using SQL 2000, however an upgrade to 2005 is
    recommended.

    •   SQL Server 2005 or SQL Express

    This includes Microsoft SQL Server 2005 Express, Workgroup, Standard Edition, and
    Enterprise Edition. Unless your organization needs to support additional databases, or is of
    sufficient size to prohibit using it, it is recommended that SQL 2005 Express be utilized for
    most installations. The main advantage being that the Express Edition is free and does not
    require expensive or complicated licensing while retaining most of the power of the other SQL
    Server versions.

    If unsure which version is right for your installation, please speak with your software vendor
    or call technical support for assistance.



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Configuration                                                STS Enterprise Manager


SERVER

This is the name of the SQL Server computer and SQL Server instance name if applicable. The
setting should be formatted as follows where “Servername” is the name of the SQL Server
computer and “sqlinstancename” is the name of the SQL Server instance installed on that server.
                                Servername\sqlinstancename

NOTE: If using the default SQL instance (a named instance was not chosen) the only setting
required here is the server name.


DATABASE

The name of the SQL Server database to use for STS Enterprise Manager. If creating the
database for the first time, this name may be chosen by the administrator performing the install.
This setting can be any name which is valid for a SQL Server database, but it is recommended
that a simple, descriptive name be used such as “STSManager” or another similar name.


USERNAME

The SQL Server username which has access to and permission to read from and write to the
database. For normal operations, this database user does not have to have administrative
privileges to the database, however this is required for database creation. By default the login
uses SQL Authentication with the built in username “sa”.


PASSWORD

The password for the specified user name.         Please note that this information IS CASE
SENSITIVE.


TEST CONNECTION

Allows the connection to the database to be tested to ensure that your settings are correct.
Please note that if the database does not yet exist the connection test will fail.


CREATE DATABASE

Allows the creation of a new database with the specified name on the indicated SQL Server
instance.

Be sure that the user account specified has permission to create databases on the SQL Server
before continuing. If unsure, use the built in login “sa” or use SQL Server Enterprise Manager (if
using SQL 2000) or SQL Management Studio (if using SQL 2005) to create a login and grant it
the correct permissions. It is NOT recommended to attempt to create the database itself
manually or by scripted SQL queries from within the Management Studio.




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Configuration                                                  STS Enterprise Manager

Microsoft Access (Workgroup ONLY)




For small organizations Microsoft Access can be used as the database access technology. The
benefits include the fact that it is free, and there is no SQL Server installation to perform.
However, the platform itself is limited and is not scalable to the demands of medium sized or
large organizations.


DATA FILE

If using Microsoft Access, this is the full path to the database file which should be created or
utilized to collect the data to be stored in this system. It is recommended that the file be placed in
the provided “Data” folder beneath the Enterprise Manager’s main application directory although
this is not required. If the specified data file does not exist it can be created.

•   Create Database

Allows the creation of a new database with the specified file name for the Enterprise Manager’s
use.




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Configuration                                                       STS Enterprise Manager


License




Your license key (included with the materials you received from your STS Enterprise Manager
vendor when the software was purchased) must be entered here for the STS Enterprise Manager
system to run. It is a 24 character alpha-numeric value whose format should appear like this:
                                 xxxxxxxx-xx-xxxxxxxxxx-xxxx

** You may enter the key with or without the separators (dashes).

If an incorrect or invalid license is entered the configuration screen will display “Invalid License”.
Check the number again and reenter.

In addition, if a valid license key supplied by your vendor is not entered here, STS Enterprise
Manager will not run and an error message will appear when attempting to start the software.


RUN IN DEMO MODE

Demo mode is a limited functionality mode useful for testing system configurations and
previewing STS Enterprise Manager. However, in Demo Mode advanced features WILL BE
DISABLED. Do this only for testing purposes. In addition, DEMO mode will disable a variety of
fields within the configuration. The user will NOT be able to change these settings unless a valid
license is provided. In some cases, demo information is inserted into these disabled fields to
view simulated features in STS Enterprise Manager Demo Mode.




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Configuration                                               STS Enterprise Manager


Appearance




LOGO FILE

On the main screen of STS-L in the upper left corner is a place for displaying the STS Enterprise
Manager logo. At this time this logo cannot be changed. This tab is provided to allow the user to
view the currently load logo file that comes with the purchase of this software.




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Configuration                                             STS Enterprise Manager


Security




EDIT USER ACCOUNTS - ADMINISTRATOR ACCOUNT

   This option allows the user to change the Administrator Account User Name and Password**.
   This will change the administrator User Name and Password for access to the STS
   Enterprise Manager configuration function.

   **Warning: Do NOT lose this Administrator User name and password. (Please see next
   section for details)




WHAT TO DO ABOUT A LOST ADMINISTRATOR PASSWORD


It is recommended that you take very good care not to misplace or forget your STS Enterprise
Manager Administrator username or password. In the event that you have lost or forgotten your
STS Enterprise Manager Administrator username or password there are two possible courses of
action you might take. Each has its own unique considerations.



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Configuration                                                  STS Enterprise Manager

    • Reinstall The Application

      First, copy the folder named “Data” in the installation directory to another location so that
      you can restore your transaction data after reinstalling. Next, Uninstall the application using
      the Add/Remove Programs applet in the Windows Control Panel. Then you must delete
      the installation directory since configuration files are not automatically uninstalled. (This is
      to preserve settings during an upgrade). Then you may reinstall the application using the
      steps outlined in the “Installation” section of this manual and restore your “Data” folder from
      backup.

      CAUTION: USING THIS METHOD CAN RESULT IN THE LOSS OF ALL TRANSACTION
      DATA IN ADDITION TO CONFIGURATION SETTINGS. BEFORE PROCEDING WITH
      THIS METHOD COPY THE FOLDER NAMED “DATA” IN THE INSTALLATION
      DIRECTORY TO ANOTHER LOCATION. IF YOU DO NOT COPY THE DATA FOLDER
      YOUR TRANSACTION DATA WILL BE LOST.

    • Contact your Software Vendor

      If your copy of the STS-L™ software has been registered, or you have purchased a valid
      Maintenance Plan, your software vendor can provide you with a code which will permit
      temporary access to the system for a limited time.

      NOTE: THIS SERVICE IS PROVIDED ON A CASE BY CASE BASIS AND YOUR
      SOFTWARE VENDOR MAY CHARGE FOR THIS SERVICE IF YOU DO NOT HAVE A
      VALID PAID MAINTENANCE PLAN.


EDIT USER ACCOUNTS - USER ACCOUNTS

This will invoke the User Account Control program also accessible from within the software
through the System Administration module to allow the creation, editing, and deletion of user
accounts for the software.

For more information on how to edit user accounts using this utility please see the section of this
document entitled “Setup Users” under “System Administration”.



EDIT GROUPS – GROUPS & MEMBERSHIP

This will invoke the Group Control program also accessible from within the software through the
System Administration module to allow the creation, editing, and deletion of user groups for the
software.

For more information on how to edit groups using this utility please see the section of this
document entitled “Setup Groups” under “System Administration”.




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Data Transfer




Enable Logging

Instructs the software to record all communications between STS clients and the STS Enterprise
Manager™ to log files. The files can be found in the “\Logs” folder in the STS Enterprise
Manager’s installation directory.

By default, the file name is “TransferRequest.log” for the Batch Transfer Service and
“DataStreamLog.log” for the Data Streaming Service.


Connections Timeout After

Sets a timeout threshold for client connections. If client connections become unresponsive for
this period of time (in seconds) the connection is severed to preserve resources for clients still
communicating.


Keep Log Entries For

The Transfer Server application will keep the size of its log file to a minimum by purging records
of older transfers from the file. Set this option to change how long the information is kept.


Batch Transfer Listen Port

This is the port number which the STS Data Transfer Service will listen on for information being
sent to it or requested from it by STS clients. This port is used for batch transfers of large files or
large amounts of data.




11 | S T S E n t e r p r i s e M a n a g e r C o n f i g u r a t i o n
Configuration                                                  STS Enterprise Manager

Data Streaming Listen Port

This is the port number which the STS Data Streaming Service will listen on for information being
sent to it or requested from it by STS clients. This port is used for sending small amounts of data,
issuing commands to the server, or requesting actions to be taken by the Enterprise Manager.


NOTE: These ports MUST NOT be in use by any other application – otherwise the application
will not be able to receive send or receive data.

Depending on your network topography and organization structure you may need to configure
your router or firewall to permit data traffic on these ports. This information should be set by your
system or network administrator and SHOULD NOT BE CHANGED without specific knowledge of
the ramifications of doing so. You may be unable to send or receive data if these settings are
incorrect or if clients are unable to see or access these ports through the firewall.




12 | S T S E n t e r p r i s e M a n a g e r C o n f i g u r a t i o n
Using STS Enterprise Manager™
STS Enterprise Manager™ provides centralized sales activity monitoring and reporting via daily
uploads to its database from the companion STS terminals. Uploads to STS Enterprise
Manager™ contain all daily transactions performed on the currently active terminals in your
organization. Transactions such as basic sales, payment of fines and fees, purchase of library
materials, and refunds are all housed in the STS database. Transactions can be identified by
staff PIN, staff name, branch, or terminal.

STS Enterprise Manager™ standard reports provide basic sales reporting abilities, but its use
with Crystal Reporter™ makes it a powerful financial tool for any enterprise. Targeted reporting,
ad hoc requests and site sales surveys can be accomplished using Crystal Reporter™ and STS
Enterprise Manager™ data.

STS Enterprise Manager™ includes update capability for both the Staff User and Product tables.
These updates are then transmitted to each STS terminal via your network.




Accessing STS Enterprise Manager™
Access to the STS Enterprise Manager™ is controlled via a standard user login and password
combined authentication module. A user must obtain an assigned user login and password from
a designated STS Enterprise Manager™ system administrator.

To access STS Enterprise Manager™ double-click on the STS MGR icon on the desktop of the
STS Enterprise Manager™ server.

The Login dialog box appears requesting User Name and Password information. Enter User
Name, Tab to Password field and enter password. Select OK to authenticate your login
information.




1|STS Enterprise Manager POS Module
STS Point-of-Sale Module                         STS Enterprise Manager™ User’s Guide


STS Enterprise Manager™ Main Screen




A successful login will provide the user with access to the main STS Enterprise Manager™
screen. From here the user will have access to those menus and applications that were defined
in your user profile and user access group. (See System Administration regarding user setup)

After logging into STS Enterprise Manager, the system will typically default to the Point of Sale
Manager application and its functions. If the Point of Sales Manager Application is not visible the
user can access the Point of Sales Manager functions in this program by clicking on the
Applications function button located on the main menu and select “Point of Sales Manager” from
the list of available applications.




2|STS Enterprise Manager Module
STS Point-of-Sale Module                        STS Enterprise Manager™ User’s Guide

Once the user has clicked on Point of Sales Manager (will be highlighted) STS Enterprise
Manager will provide a brief description of the application selected. The user is asked to confirm
the decision to access the selected application by pressing OK.




To ensure that the user has accessed the correct application STS Enterprise Manager will display
the name of the current application directly above the function buttons (main menu).




Point of Sales Manager Main Menu
Applications – This function allows the user to switch between applications that are available for
this version of STS Enterprise Manager. To switch to a different application, select the
application button and choose an application from the list. The available applications for this
version of STS Enterprise Manager include:

    • System Administration
    • Point of Sales Manager

Activity – This selection will display the functions relating to sending updates to all STS
workstations governed by the STS Enterprise Manager. The available functions for this selection
may include:

    •   Set Register Master Configuration
    •   Manage Gift Cards
    •   Issue New Gift Cards
    •   Locate Gift Card Transactions

Maintenance – This selection will display the functions relating to the updating of user accounts,
branch and inventory databases used in STS and STS Enterprise Manager. The available
functions for this selection may include (see Setups in this section for more details on the
functions listed below):

    • Branch Location Maintenance
    • Employee Table Maintenance
    • Item Master Maintenance




3|STS Enterprise Manager Module
STS Point-of-Sale Module                          STS Enterprise Manager™ User’s Guide

Reports – This selection will display the functions relating to report generation for all workstations
governed by the STS Enterprise Manager. The available functions for this selection may include
(see Reports in this section for more details on the functions listed below):

   •    View Transaction Information
   •    Daily Cash Report
   •    Location Sales Reports
   •    Sales by Payment Type Reports
   •    Sales by Product Reports
   •    Gift Card Reports

Lists – This selection will allow the user to generate a list of all branches, user information, and
Inventory that is currently entered into the STS Enterprise Manager database. This selection will
provide a list but the information generated cannot be edited in this function. See Maintenance
for details regarding changing the information in these reports.

    •    Location List
    •    Register List by Location
    •    Employee List
    •    Item Master List
    •    Item List by Category
    •    Item List by Department
    •    Item List by Class
    •    Item Category List
    •    Item Class List
    •    Item Size List
    •    Item Manufacturer
    •    Department List

Queries – There are no available functions for this selection.

Setups – This selection will allow the user to designate the default codes for information located
throughout STS Enterprise Manager and the Point of Sale. The available functions for this
selection may include (see Setups in this section for more details on the functions listed below):

    •   Item Category Setup
    •   Item Class Setup
    •   Item Sizes Setup
    •   Department Setup
    •   Manufacturers Setup


Help – This selection will display the functions relating to support and FAQ’s
The available functions for this selection may include:

    • Change Password
    • About




4|STS Enterprise Manager Module
STS Point-of-Sale Module                             STS Enterprise Manager™ User’s Guide


Activity

Activity Functions

    •    Set Register Master Configuration
    •    Manage Gift Cards
    •    Issue New Gift Cards
    •    Locate Gift Card Transactions

Accessing the Activity Functions

Click once on the Activity Function button to access the Activity drop down menu. Select the
desired setup function from the list.




Set Register Master Configuration


Using the Master Configuration Application


The Master Configuration Editor can be used to define properties and settings which can then be
enforced on client registers by STS Terminal Services Register Manager or by STS Enterprise
Manager.


        Some settings require specific values, but many are features that can be turned on or off
        depending on the organization’s policy.

In either case, there are a few rules for how the application enforces settings:


    •     Any setting that is defined by a Master Configuration file is enforced on the register.

    •     Any setting left “Not Defined” is free to be configured differently or not at all on individual
          registers.

Note that some configuration settings are by their nature unique to each register and therefore
can not be set by the Master Configuration Editor.




5|STS Enterprise Manager Module
STS Point-of-Sale Module                          STS Enterprise Manager™ User’s Guide

The following pages will describe the various settings available and how they will affect the
application if they are defined in the Master file.

GENERAL SETTINGS




Auto-add to Grid after SKU entered

Anytime a SKU with a fixed price has been entered, STS™ will automatically send the item to the
grid on the main sales screen. If, for any reason, the SKU entered needs to be altered,
highlighting the item will permit editing of the item.

Enable Employee Sales Tracking

To allow for the use of Employee sales tracking in STS select this option. This option will account
for any sales transactions where the purchaser is an employee of the organization. If this option
is not selected the Employee Sales function on the main screen will be disabled.

Enable Attendance Tracking

This option allows the user to record the time in/out for each day. The user will have the option to
clock in/out from the main sales screen. This tracking will allow for the generation of time tracking
reports which can be used by administrators to track user attendance. If this option is not
selected this option will be disabled in the other functions menu.

SKU Selection using Drop Down

This selection is only recommended for locations in which the inventory list is small (ex. 50 or less
inventory items). Using this method with those locations with a large inventory database, may
affect performance and may be more time consuming that then default method. Selection of
inventory in the main sales screen can be located using the Search Inventory function (see Using
STS for more details). Locations with small inventory lists, may opt not to select this option as


6|STS Enterprise Manager Module
STS Point-of-Sale Module                        STS Enterprise Manager™ User’s Guide

well and allow STS to perform in the default method of entering items manually or with the Search
Inventory Function.

APPEARANCE




View Full Screen

When the main screen appears the option to exit the application by using the close button in the
top right corner does not appear. The only way to exit the program is through the Utilities menu
by selecting the exit application function. This option can only be accessed by those users with
the security access level permitting them to access the Utilities menu.

Logo File

On the main screen of STS in the upper left corner is a place for displaying a custom logo. If you
wish to include a custom logo you may provide a path to the file here and it will appear in STS. A
logo file is not required, and one may have already been provided by your software vendor. If
one has been issued with the software, changing the file or location is not recommended.

Background Color

The color scheme of STS can be changed by setting this option as well as the other two color
options. Changing this option will change the color of the main STS screen as well as certain
other objects or controls in STS.

Menu Color

Changing this option will change the color of most menus in STS as well as certain other objects
or controls.



7|STS Enterprise Manager Module
STS Point-of-Sale Module                        STS Enterprise Manager™ User’s Guide

Trim Color

Changing this option will change the color of the border trim of most menus in STS as well as
certain other objects or controls.




****Note: The STS software comes with a default color scheme, but it may have been set by your
software vendor. Changing colors is not recommended, as certain colors will make menus and
options in the STS difficult to see. Be careful which color you select if you decide to change it.
To change colors, click on the browse button next to the sample color swatch and select a new
color.




8|STS Enterprise Manager Module
STS Point-of-Sale Module                        STS Enterprise Manager™ User’s Guide

SECURITY




Require Login for Each Transaction

   • Selecting this Option (Recommended)

   When a sale or transaction is complete, the user will be required to login using their PIN
   number and Password. The Login box will appear after every transaction to begin another
   transaction and access is depended on a valid PIN/password. This option is recommended
   to ensure properly security for STS.

   • Deselecting this Option (NOT Recommended)

   When this option is NOT selected STS will NOT require a PIN/Password between each
   transaction. A login will be required when STS is first accessed, but not between
   transactions. To change the current user to another in this mode, the user much use the Log-
   Off User function located in the Other Functions menu. This option is highly discouraged due
   to the security risk. The accountability for each transaction is lost as well as other built in
   security features. If this option is deselected, STS Config will ask the user to confirm the
   decision to deactivate the login function. Press Okay to continue or cancel to abort this
   action.


Retain Login After Transactions (Keep Pin)

   •   Selecting this Option:

   After a sale has been completed or cancelled for whatever reason the PIN number and
   password combination for the current user will remain in the “Enter PIN” field (For security
   reasons, STS uses asterisks (*) to represent the users PIN). Pressing enter will allow the



9|STS Enterprise Manager Module
STS Point-of-Sale Module                         STS Enterprise Manager™ User’s Guide

    user to reenter the main screen without reentering their PIN. To log out a user, erase the PIN
    from the field by pressing “Backspace” or “Delete”.

    •   Deselecting this Option: (Recommended)

    By deselecting this option the PIN will have to be reentered every time a transaction has
    ended and a new transaction begins.

SECURITY PERMISSIONS

Perform Returns and Refunds

Users have the option to perform returns or refunds for items that were previously purchased.
This option will allow the user to return/refund the value of the purchase to the customer. To set
the permissions for this option (details below):

        No One – No Returns or Refunds can be performed by any user at any security level.

        Managers – Only Manager security level or above are permitted to perform returns or
        refunds.

        Anyone (With Manager Approval) – All users may perform returns and refunds. Those
        users with Base (User) Level security will require manager approval to perform a
        refund/return. Once a user that is not Manager or above selects the return function on
        the main menu they will be prompted to enter a Manager Pin/Password to continue the
        return/refund transaction.

        Anyone – All users can perform returns and refunds

Discount Items

STS has the option to discount items once they are entered into the main sales screen.
Discounts are available in the form of a percentage off the original price listed for that item. To
set the permissions for this option (details below):

        No One – No users are permitted to discount items. This option will be disabled on the
        main sales screen.

        Managers – Only users with Manager security level are permitted to allow for item
        discounts. The Manager must be logged in for this option to be enabled. This option will
        be Disabled for Base (User) Security Level users.

        Anyone (With Manager Approval) – All users are permitted to give item discounts.
        Although, any user below the Manager security level will require manager approval.
        Once this option is selected by a Base (User) Level security user a Manager or above
        security level must enter their PIN/Password to continue with the transaction.

        Anyone – All users are permitted to give item discounts.

Override Item Prices

Each item in inventory has a price associated with that item. Permitting this option grants
permission for operators to change the price of an item from its default price. Select this option
only if your organization permits clerks to change the price of an item during a sale.




10 | S T S E n t e r p r i s e M a n a g e r M o d u l e
STS Point-of-Sale Module                          STS Enterprise Manager™ User’s Guide

*Note: Sale prices are handled in STS as a temporary markdown from the normal default price.
When an item is selected for sale, the sale price is automatically entered into STS for the duration
of the specified sale. Sales should be set by Store Managers or Administrators in the STS
application and should not be handled by changing the price every time an item is entered.

**Note: Some items may have $0.00 as their default price. This would be used in cases where
an item does not have a set price, or the price varies from one specific item sold to the next.

To set the permissions for this option (details below):

        No One – No users have permission to change the price of the item entered in the main
        sales screen. .

        Managers – Only users with manager security level can change the price of the item
        entered in the main sales screen. The manager must be logged into the system for this
        option to be enabled.

        Anyone – All users are permitted to change the price of the item entered in the main
        sales screen.


Override SKU or Item ID

Each STS register has a list of inventory it is authorized to sell, and each item in inventory has a
unique ID number (called a SKU) associated with it. Allowing this option grants permission for
STS operators to enter sales for items not recorded in inventory. STS will still track these sales;
however some organizations choose not to allow sales of items which do not have a SKU. Check
this option if your organization permits entering unknown SKUs into STS. To set the permissions
for this option (details below):

        No One – No users have permission to enter a SKU or Product ID that are not in the
        recorded Inventory List.

        Managers – Only users with manager security level can enter SKU/Product ID’s that are
        not in the recorded inventory list. The manager must be logged into the system for this
        option to be enabled.

        Anyone – All users are permitted to enter SKU/Product ID’s that are not in the recorded
        inventory list.

Open Cash Drawer

The option to open the cash drawer when it is not in conjunction with a sales transaction is
available through the Utilities Menu on the main sales screen. Anyone with permission to open
the cash drawer will be prompted for reason for the opening of the cash drawer. To set the
permissions for this option (details below):

        Managers – Only Manager security level and above are permitted to use the Open Cash
        Drawer option. This option will disable the Open Cash Drawer function for users with a
        security level less than Manager.

        Anyone (With Manager Approval) – All user are permitted to use the Open Cash
        Drawer option with the exception of Base (User) security level users. These users will be
        asked to get manager approval before opening the cash drawer. A manager must enter
        a valid manager PIN to proceed.


11 | S T S E n t e r p r i s e M a n a g e r M o d u l e
STS Point-of-Sale Module                        STS Enterprise Manager™ User’s Guide

        Anyone – All users are permitted to use the Open Cash Drawer option.

Perform Drawer Closeout

The closeout procedure is used to generate daily sales totals and reports. To set the permissions
for this option (details below):

        Managers – The option will only allow users with a security level of Manager and above
        to perform Drawer closeout. This option will be disabled for those users below the
        manager security level.

        Anyone – All users can perform the Drawer Closeout procedure.


Perform Maintenance Tasks

Application specific settings, including those set forth in this configuration program as well as
store inventory and user accounts for the STS software are setup in the maintenance menu
inside the STS application. To set the permissions for this option (details below):

        Admin Only – Only Users with the Highest (Admin) security level are permitted to access
        the Maintenance Menu and its functions
        .
        Managers – Only users with Manager Security level and above are permitted to access
        the Maintenance Menu and its functions


Purge Old Records

Selecting this option will allow users with a manager security level to perform a purge on old
transactions dating 3 years or older. This option is available in the Utilities Menu on the main
sales screen.

        Admin Only – Only users with the Highest (Admin) Security level are permitted to
        perform the Purge Old Records function.

        Managers – Only users with Manager security level or higher are permitted to perform
        the Purge Old Records function.




12 | S T S E n t e r p r i s e M a n a g e r M o d u l e
STS Point-of-Sale Module                          STS Enterprise Manager™ User’s Guide

PRINTING




Receipt Renderer

    •   Use STS Generic (Recommended)

    Select this option if you wish to use the generic receipt printing routines which come with the
    STS™ software. These receipts are preformatted to fit the width of the paper used by most
    STS Receipt Printers. If you have requested a custom receipt format from your software
    vendor you would not use this option.

    •   Use Crystal Report (Advanced)

    The STS™ software has the ability to generate its receipts using a Crystal Report. This
    allows any organization which wishes to use a custom receipt format to do so. It supports
    STS Receipt Printers for standard size receipts as well as normal Printers for generating
    receipts using standard 8 ½” x 11” paper, or any custom paper size. This option is NOT
    standard and will not work unless receipt definition files have been provided by your software
    vendor. If you have requested a custom receipt format from your software vendor you should
    use this option.

Receipt Footer

Allows for the option to enter a footer on the printed receipt (e.g. “Thank you and Have a Nice
Day!”, “All Sales are Final” etc.). This is not required and may be left blank.

Credit Card Receipt

STS will print two receipts when a credit card transaction has been processed. The default
setting for the merchant copy of the receipt is to not display the transaction details. Selecting this
option allows you to print the transaction details on the merchant copy receipt.


13 | S T S E n t e r p r i s e M a n a g e r M o d u l e
STS Point-of-Sale Module                       STS Enterprise Manager™ User’s Guide

DATA TRANSFER




STS has the ability to connect to an Enterprise Manager™ which can manage multiple STS
terminals in multiple physical locations from a central server.

Connect To Enterprise Manager

If you will be connecting to an Enterprise Manager™ you must check this option and then select
the appropriate connection method you will be using. If you will not be connecting to an
Enterprise Manager™ server, then you should leave this option unchecked. Enterprise
Manager™ is a separate server application and is not included with the STS software. If you are
not connecting to an Enterprise Manager™, you may skip the rest of this section.

Network Connection

   •   Network Address

       This is the network or internet address of the Enterprise Manager™ server. It can be
       entered as an IP address or as a Fully Qualified Domain Name (FQDN).

   •   Port Number

       This is the port number on the server to connect to for communications. Valid IP ports
       are in the range of 1 to 65,535.




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STS Point-of-Sale Module                          STS Enterprise Manager™ User’s Guide

Request the Following Updates When Uploading Transactions

    •   Item Master Updates - Use this update command to send all updates pertaining to the
        Item Master to the respective recipient(s).

    •   User Accounts Update - This update command will collect all updated information from
        the User Accounts database and transfer the information to the respective recipients.

    •   Configuration Update - Any updates to the Configuration module will be transferred to
        the respective recipients using this command.

    •   Location Inventory Updates - Any updates to the item inventory count will be
        transferred to the respective recipients using this command


Enable Logging

Check this box if you wish to record communications between STS and the STS Manager™ to a
log file. The file name is “NetXferLog.log” by default and can be found in the “\Logs” folder in the
STS installation directory.

BACKUP & RESTORE




Backup Each Transaction to a File

STS™ supports copying its transactions throughout the day to an alternate location as well as the
main database. This protects transaction records in the event of data corruption or loss of a
database. It is not required, but if you wish to backup all transactions to an alternate location you
may select this option. If you enable this option you must enter a path in the Location field.

Backup Location


15 | S T S E n t e r p r i s e M a n a g e r M o d u l e
STS Point-of-Sale Module                         STS Enterprise Manager™ User’s Guide


If you have enabled Transaction Backup, provide the location of the folder you wish to have the
backup files copied to. Click the button next to this field to browse available folders on this
computer for a location to use for backups.


*Note: Transaction Backup files are a temporary data safeguard and are not meant to replace
regular system and database backups. These files are only kept in the backup directory for 30
days, after which they are purged.


Common backup locations would include USB Storage devices such as thumb drives and
External Hard Drives as well as any network location on another computer. If you will be backing
up to a location on the same computer that you will be running the software from, you should
chose a separate physical disk as the backup location if one is available.

Record Archival / Removal

Within the point-of-sale system is the Manager’s Menu (see the Manager Functions section in this
manual for more details) that contains a function entitled “Clean System”. By default this function
will allow the user to purge transaction records in the database that are older than 36 months (3
years) old. This time frame can be changed using this configuration option. Enter the desired
timeframe for deletion and the next time the Clean System function is used any transaction older
than this timeframe will be removed from the database.




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STS Point-of-Sale Module                      STS Enterprise Manager™ User’s Guide

PAYMENTS




Accept As Payment

A variety of payment types are accepted in this version of STS. If your organization does not
accept a form(s) of payment remove the check mark from the appropriate checkbox. The
disabled form(s) of payment will be disabled on the Payment Screen in the point-of-sale. In
addition, some of the payment forms listed will also remove (if disabled) the option to make
changes in the configuration program (i.e. Debit Cards, Credit Cards)

Please note that Cash is the default payment method and will always be accepted as a form of
payment. The cash option is always available and cannot be disabled.


Special Accounts

STS has the option to opt for certain types of special accounts that may be available to your
organization. These special accounts may include Store Credit or AAM Accounts (which are both
described in the Using STS section of this manual.




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STS Point-of-Sale Module                          STS Enterprise Manager™ User’s Guide

ONLINE PAYMENT SETTINGS




Online payments are authorized through Verifone’s PCCharge Payment Server software over an
internet connection for credit, debit, and gift cards. Connection and transaction settings related to
this process are defined here.

Communication Method
Defines how STS communicates with PCCharge. There are two options, each of which will
enable other related settings.

    •   File System (Uses a shared directory)

        PATH TO PCCHARGE

        This is the path where the PCCharge™ software can be found on this computer or on
        your network. STS™ uses the PCCharge™ payment software provided by GoSoftware,
        Inc to process requests for credit approvals. It should have been purchased along with
        and installed at the same time as the STS™ software. If you do not have a license for
        PCCharge™ or do not have it installed on this register or another register in your network,
        you will not be able to use Online Credit Processing.

    •   Network Connection

        NETWORK CONNECTION SETTINGS

            • IP ADDRESS – This is the network or internet address of the PCCharge Payment
              Server. It can be entered as an IP address or as a Fully Qualified Domain Name
              (FQDN).

            • PORT NUMBER – This is the port number on the PCCharge Payment Server to
              connect to for communications. Valid IP ports are in the range of 1 to 65,535.


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STS Point-of-Sale Module                       STS Enterprise Manager™ User’s Guide

User Name for Transactions

This is the user name for PCCharge. It SHOULD NOT be changed except by your system
administrator. The default user name is “User1”.

Transaction Timeout

This is the amount of time the STS™ will wait for a response from the PCCharge software for a
transaction approval before giving up and reporting an error. The default value is 120 seconds.




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STS Point-of-Sale Module                         STS Enterprise Manager™ User’s Guide

CASH




Require Printing of These Closeout Documents

During closeout there are 4 reports that are generated that related to closeout and daily sales for
that register. If the user is required to print one, some or all of the reports available, place a
checkmark in the box next to the require report. If, when the Finish function is selected the user
has not manually printed the required reports, STS will automatically print these reports for the
user.




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STS Point-of-Sale Module                         STS Enterprise Manager™ User’s Guide

CREDIT CARDS




NOTE: To disable this form of payment select the payments tab in the configuration
program and remove the check mark from the box labeled Credit Cards.

STS™ can process credit card payments directly with a Processing organization with which you
have set up a Merchant Services Account. More information on setting up an account with a
Merchant Service Provider is available from you software vendor.

Manual Processing

If you will not be processing credit card transactions directly in STS™, but will be accepting them
as a form of payment you may select this option. Use option if using a separate card processing
device provided by your bank or Merchant Service Provider. Credit card payments will be
recorded in STS™ as “Manual” payments and are handled differently than “Online” payments.
The option to require an authorization code to be entered if a manual credit card transaction is
processed is available by selecting the option.

Online Processing

Select this option if you have a Merchant Services Account with a provider, have purchased the
credit card module for STS™ and will be processing credit payments directly in STS™. If this
option is selected, the box entitled Online Credit Setup appears and you must configure this
STS™ register to work with your Merchant Account.


Last Valid Card Date

Credit cards have an expiration date on them. This value is the year of expiration up to which
STS™ will accept credit cards. If a card’s expiration date later than the year specified, STS™ will
reject the card. The default value is 12 meaning “2012”. This should be sufficient for several
years, however would be changed as the last valid year approaches.

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STS Point-of-Sale Module                         STS Enterprise Manager™ User’s Guide

AUTOMATICALLY FORCE DUPLICATES

STS™ recognizes if a sale was made for the same amount for the same day for the same card.
If these conditions are true it assumes there has been a mistake and rejects the payment or
prompts the cashier for action. If this option is selected, it will accept the payment regardless of
whether these conditions are true and the cashier will not be prompted for a resolution.


Other Merchant-based options:

These settings are not available for all credit card processors, but if they are available by the
processing agency, they will be used if defined.

    • ACCEPT CORPRATE PURCHASING CARDS

    • VERIFY CARDHOLDERS ADDRESS IF NOT SWIPED

    • VERIFY CARD VERIFICATION VALUE IF NOT SWIPED




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STS Point-of-Sale Module                         STS Enterprise Manager™ User’s Guide

Manage Gift Cards

This function is used to track, view and edit gift cards that are currently recorded in the database
for the entire client network. This gives the user the ability to look up card history and obtain a
status update regarding the entered gift card number.




                        Select this function once a gift card number has been enterd in the field
                        provided. This will search the database to locate information pertaining
                        to the gift card number entered.

                        To clear the fields and restart the gift card search process select this
                        function.

                        Once a gift card number has been verified and the details have been
                        displayed, the user may run report that details the transaction history for
                        the entered gift card number. An example of this report is displayed
                        below.




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                         Once all desired changes have been made to the entered gift card
                         number, select this function to record these changes and save them to
                         the database.

                         Select this function to delete the entered card number from the database.
                         Deletion means that attempted transactions using this number and its
                         current balance will not be permitted. Once the card is deleted, the
                         balance of the card will be deleted. This card can be then reactivated for
                         future use, but the past balance will not be available. Please note that
                         past transactions made using this gift card number will remain in the
                         history database.

                         Select this function to exit the Manage Gift Cards screen and return to
                         the Main STS Enterprise Manager screen. Please note that all changes
                         should be saved before selecting this function or all changes will be
                         deleted.

CARD NUMBER – This field allows the user to scan or manually enter a gift card number. Once
the gift card is entered select the search icon to obtain information for that gift card. If the gift
card number that was entered receives an invalid notice, this may mean that there are no records
for that number or that the number was entered incorrectly. Check the number and try again.

BALANCE – This field displays the current balance of the entered gift card number. To change
the balance of the cad, enter the new balance into this field. STS Enterprise Manager will adjust
the balance accordingly. Negative amounts cannot be entered into this field. To change the
amount of the card to a lower amount than what is currently on the card, enter the end card
amount into the field and database will be adjusted accordingly. (e.g. The current balance is
400.00 but needs to be changed to 150.00. In this case, enter 150.00 into the field provided and
press Save to confirm the changes. The software will automatically remove the difference
between the old balance and the new balance).

STATUS – This field will display the current status of the gift card entered. A gift card can be
considered Active or Inactive. Active cards have full functionality within the STS Enterprise Level
as well as the Client level. Inactive cards cannot used at the client level for purchases or any
other gift card function. Cards labeled as Inactive will remain in the database and can be altered
at a later date in the STS Enterprise Manager only. An Inactive card cannot be reactivated or
adjusted at the client level.

LAST ACTIVITY – the date displayed here represents the date in which the last change to the
entered gift card number was made.




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Issue New Gift Cards
This function is used to enter new gift cards into the database so that they can be used to in the
future to perform the various gift card transactions available on the Enterprise Manager level as
well as on the Client level. A gift card number cannot be used on the Client level unless it is
entered into this database. Once a gift card is entered and saved, the card will remain active with
a 0.00 (zero) balance until the card is then activated by performing any of the gift card functions
available on either the Client or the Enterprise Manager.




                         Select this function to confirm the changes made to the gift card
                         database. This will save any gift card numbers that have been entered
                         or generated and will be available for future use.

                         Select this function to exit the Issue Gift Card screen and return to the
                         main STS Enterprise Manager screen. Please note that all changes
                         should be saved before selecting this function or these changes will be
                         discarded.

Issuing a Single Card
Card Information:

    •   Card Number: Enter the gift card number into this field. A gift card can be entered
        manually, scanned using a barcode scanner or swiped using a magnetic stripe reader.

    •   Track Data: If a gift card is scanned or swiped the magnetic stripe may contain a string
        of characters and numbers associated with the card. If this information is available then it
        will automatically populate this field. If the card is manually entered then this field will be
        blank. This field is not required.

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Issuing a Multiple Cards (In sequence)




Card Information:

    •   Starting Card Number: Enter the number in which to begin the generation of cards in
        this field.

    •   Number of Cards: Enter the number of cards that you wish to generate into this field.

As noted on the screen itself, cards generated here will begin at the starting number and
increment by 1 until the total number of cards has been issued. Pressing save after all
information is entered will generate the appropriate number of gift cards and record them in the
database.

        Example: If the number 1234 is entered into the “Starting Card Number” field and a 5 is
        entered into the Number of Cards field, the generated cards will appear as such: 1234,
        1235, 1236, 1237, and 1238.

Also, note that cards issued in this method will not include track data since this string is unique to
each card and cannot be recorded in this fashion.




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Locate Gift Card Transactions

This function will allow the user to locate information for a specific gift card transaction. The user
will also have the ability to void a gift card transaction. The user will need to acquire the approval
code to query transaction information. This approval code can be found on the original
transaction receipt that was recorded when the original sale was completed as well as through
the Manage Gift Cards function located under the Activity tab on the STS Enterprise Manager
(using the View Card History Function).




                         Once an Approval Code has been entered in the field provided, select
                         this search icon to locate transaction information.

                         To restart the transaction information search and clear the fields select
                         this function.

                         Select this function to print the details displayed on the screen for the
                         approval card entered.

                         Select this function to remove this transaction from the Gift Card. This
                         action will remove the action taken during this transaction and adjust the
                         balance accordingly (e.g. a void of an Add Value of $50.00 will decrease
                         the gift card balance by $50.00).

                         Use this function to exit the Find a Gift Card Transaction screen and
                         return to the main STS Enterprise Manager screen.

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APPROVAL CODE – Enter the approval code into this field. Approval codes are unique for each
gift card transaction, therefore all only one approval code will be assigned to a specific gift card
transaction.

TRANSACTION INFORMATION

    •   Card Number – This field displays the gift card number associated with the approval
        code entered.

    •   Date/Time – This area displays the date and time of when the gift card transaction
        occurs.

    •   Location – This area will display the location name or code for the location in which this
        transaction occurred.

    •   Register – This area will display which register was used to complete this gift card
        transaction.

    •   Type – This area displays the gift card transaction type. The available transaction types
        are listed below:

            o   Manual Adjustment – This adjustment type is only performed in the Enterprise
                Manager and by a system administrator or other users with certain security
                permissions. This is typically performed using the Manage Gift Card function
                located under the Activity tab on the STS Enterprise Manager.

            o   Sale – This transaction type is displayed when the gift card transaction involves
                an add value (return onto a gift card) or remove value (sale using a gift card as
                payment) through an actual sales transaction in the STS software.

            o   Balance Lookup – This transaction type is displayed when a user, through the
                STS software has requested a balance on a gift card.

            o   Add Value – This transaction type is displayed when the user, through the STS
                software has added value to a gift card using the Gift Card Transaction Functions
                located under the Gift Card Functions Menu (in the Other Functions menu on the
                main sales screen).

            o   Void – This transaction type is displayed when the transaction relating to the
                approval coded entered has been voided. It will remain in the database that this
                transaction has been voided, but it will not show up in gift card history reports.

    •   Amount – This area displays the amount of the transaction that took place. This amount
        does not represent the actual balance of the gift card, just the amount of the specific
        transaction.




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Maintenance
Since the STS Enterprise Manager™ is the central update location for these tables, information
updated here must be communicated to all live terminals via the STS Enterprise Manager™
Update process.

In the STS Enterprise Manager™ main screen, access functions in the Maintenance menu by
highlighting the Maintenance drop down menu and selecting a function.

Maintenance Functions

   •   Location Maintenance
   •   Employee Table Maintenance
   •   Item Master Maintenance

Accessing the Maintenance Functions

Click once on the Maintenance Function button to access the Maintenance drop down menu.
Select the desired setup function from the list.




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Location Maintenance
Location Maintenance allows the user to define branch locations for your organization that will be
managed by this application.




MANAGING LOCATIONS AND REGISTERS

Navigation Pane – this area of the screen (indicated by the Red box in the figure above) displays
a drop-down list containing all of the registered locations and their corresponding registers.
Selecting the Location will access the information for the selected item and return it on the right
side of the screen (indicated by Blue box in the figure above). To access the registers contained
under a location. Select the plus (+) sign to expand the list under the desired location. This will
display the available registers for the selected location. Select the register to view the details for
that register.

Users also have the ability to select specific functions for each item on this list by right-clicking the
desired item and selecting a function from the drop-down list.




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UPDATING, ADDING OR DELETING LOCATION INFORMATION

To add a new location to the list of available locations, highlight the overall organization name
from the Navigation Pane on the left. This will provide the ability to add edit or delete a location
from the list.




To add a location to the list select New from the available functions and enter the required
information (see illustration below) in the box provided.




Location ID – This ID is used to identify a location and is used throughout STS Enterprise
Manager as well as the STS software in reports and lists as well as among other areas of these
programs. This ID has a limit of 5 characters (alphanumeric)

IMPORTANT! This ID must be unique to each location.



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Description – Use this field to enter a full description of the location that corresponds to the
Location ID entered above (e.g. Eastern Lancaster Location).

To update location information, including adding registers to the location select the location name
from the Navigation pane. This action will open the Location information for the selected location.




Once a location is added the information regarding this location can be edited.

                        Select this function to change the current location information which
                        includes the Location ID and the description of the location. Select Okay
                        to confirm the changes or Cancel to exit without saving any changes
                        made.




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Adding, Editing and Deleting Registers
This area of the screen displays the registers that are available at the selected location. From
this area the user will also have the ability to add, edit or remove registers from the selected
location. Please note that these functions listed below can also be accessed via the Navigation
Pane, by right-clicking on the desired item or by selecting the individual register from the list and
selecting the Edit Register function from the screen provided.

Adding/Editing a Register to a Location

Adding a new Register: To add a new register to the selected location select New from the
available functions and populate the required register information in the box provided (below).

To edit the details of a register, select the desired register and select the Edit button from the
available functions and make the necessary changes.

When adding or editing a register to a location, press OK to save the current information and to
save it to the database. Pressing Cancel will delete any changes made and return the user to the
previous screen.




Location ID – This area is automatically populated and cannot be changed in this screen. This
identifies the Location that is being edited.


Register ID – Enter an ID to represent the register that is being added. This ID cannot exceed 5
characters (alphanumeric). (See Example above)

        Important! All registers in one location should have a unique register ID. A register ID
        can be duplicated from one location to the next but registers at each location should have
        unique Register ID’s.

Deleting a Register from a Location

To delete a register from a location select the delete button from the available functions. The
user will be asked to confirm this decision. Please note that by deleting a register from the
location will remove the ability to create reports using information based on this selected register.




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Employee Maintenance
This table allows the user to create and edit employee records and assign logins to the Point of
Sale. The STS software defines users by pin number and name. These two pieces of
information are required for each user account. Additional information such as a user’s address
may be added to assist management in employee scheduling.




EDIT USER ACCOUNTS – ALL OTHER USERS

    This screen permits management of new or existing users in STS™. The STS™ software
    defines users by pin number and name. These two pieces of information are required for
    each user account. Additional information such as a user’s address may be added to assist
    management in employee scheduling.
    •   Employee ID – This field assigns a unique Personal Identification Number (PIN) to this
        user. This is a required field. PINs must be numeric and no more than 4 numbers in
        length. This field is available for editing only when adding a new user.
        An existing user’s PIN can’t be edited. If you wish to change a user’s PIN, create a new
        user with the desired PIN and delete the old. See “A Word on PINS and Passwords” at
        the end of this section for more details.

    •   Name – This field records this user’s full name. This is a required field.

    •   Display Name – This field assigns a name to this user which will be displayed on the
        Main Sales Screen when this user logs in as well as on receipts generated by STS™ for
        transactions this user completes. This is a required field.

    •   Phone – This field stores the phone number where this user can be reached at. This can
        be the user’s home phone, mobile phone or business phone. Using the business or
        mobile phone is the most common. It is not required, but it can be especially useful in a
        multi store environment.




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   •   Security Level – This field specifies the user’s level of access to the STS™ system and
       sets permissions to use certain menus and functions. This is a required field. There are
       currently 3 levels of access a user can have:

           1. Administrator            This level uses “0” as its security code. Administrators
              have total unrestricted access to all functions and menus in STS™.
              Administrators also typically perform user and inventory maintenance as well as
              setting STS™ Configuration.

           2. Manager         This level uses “1” as its security code. Managers have access
              to most functions and menus in STS™. All functions described in this section of
              the manual entitled “Manager Functions” are restricted to Managers and
              Administrators only. Depending on STS™ Configuration settings, Managers may
              or may not have access to Maintenance screens.

           3. User             This level uses “2” as its security code. Users have access to
              the Main Sales Screen, Inventory Search, Payment, and all necessary functions
              to transact a sale in STS™. Users do not have access to Manager Functions or
              user and inventory maintenance.

   •   Password – This field allows the assignment of a unique password for this user for
       security purposes. This field is not required. A user’s PIN appears on receipts and
       reports, but their password never does. If using a password, the value must be numeric
       and cannot exceed 4 digits in length. See “A Word on PINS and Passwords” at the end
       of this section for more details.

   •   Address – This field stores the street portion of this user’s address. This can be the
       user’s home address or business address. Using the business address is the most
       common. It is not required, but it can be especially useful in a multi store environment.

   •   City – This field stores the city portion of this user’s address. This can be the user’s
       home address or business address. Using the business address is the most common. It
       is not required, but it can be especially useful in a multi store environment.

   •   State – This field stores the state portion of this user’s address. This can be the user’s
       home address or business address. Using the business address is the most common. It
       is not required, but it can be especially useful in a multi store environment.

   •   Zip Code – This field stores the ZIP code portion of this user’s address. This can be the
       user’s home address or business address. Using the business address is the most
       common. It is not required, but it can be especially useful in a multi store environment.

   •   Status Code – This field assigns a user’s status in STS™. This field is not required.
       There are currently two status codes defined.

           1. Active        Active users can log on to STS™ and transact sales. Details
              about them appear on reports.

           2. Inactive          Inactive users are merely marked as such and are not removed
              from the database. This is useful for reporting purposes when searching old
              sales for detail information on users which no longer work at this location or are
              no longer users of STS™. If a user is deleted from the database permanently,
              no details for them are available on reports which may be generated after the
              deletion.



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   •   Notes – This field allows a Manager or Administrator to record a custom note about this
       user. There are no size restrictions on this field and it is not required.

                      This command initiates a search among inventory for an Employee
                      number that the Manager or Administrator will specify. You will be
                      prompted to enter a number. This allows navigating the user list to a
                      specific employee without having to scroll through the set using the other
                      navigation buttons. It is available whenever an user is not being edited
                      or a new item being added.

                      This command is a navigational command. It will select the first user in
                      the employee table in the database and place its detail information in the
                      fields in the employee Detail section. It is available whenever an item is
                      not being edited or a new item being added.

                      This command is a navigational command. It will select the user in the
                      employee table in the database which appears before the current user
                      and place the details of the account in the fields in the User Detail
                      section. It is available whenever an account is not being edited or a new
                      account being added.

                      This command is a navigational command. It will select the user in the
                      employee table in the database which appears after the current user and
                      place the details of the account in the fields in the User Detail section. It
                      is available whenever an account is not being edited or a new account
                      being added.

                      This command is a navigational command. It will select the last item in
                      the inventory table in the database and place its detail information in the
                      fields in the Item Detail section. It is available whenever an item is not
                      being edited or a new item being added.

                      This command will allow all fields in the User Detail section to be edited
                      for the current user. The edited information is not entered into the
                      system’s employee database until the Save command is issued. It is
                      available whenever an account is not being edited or a new account
                      being added.

                      This command will clear all fields in the User Detail section and allow the
                      addition of a new account into the system’s employee database. It is
                      available whenever an account is not being edited or a new account
                      being added.

                      This command will permanently remove this user account from the
                      system’s employee database. You will be asked to confirm the deletion
                      before it is cleared from the database. It is available whenever an
                      account is not being edited or a new account being added.

                      This command commits the changes made to edited accounts and writes
                      user accounts which have been added to the system’s employee
                      database. It is available whenever an account is being edited or a new
                      account being added.

                      This command negates all changes made to an account which as edited
                      or cancels the addition of accounts which have been added. It is


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                        available whenever an account is being edited or a new account being
                        added.

                        This command exits the User Maintenance screen and returns the
                        Manager or Administrator to the Maintenance Menu.

                        This command initiates a search among the entire user list entered into
                        the STS™ system. A list is displayed where you may choose an
                        employee. Once one is chosen from the list the employee’s information
                        is displayed in the User Detail section. It is available whenever an




A Word on PINs & Passwords
PINs and passwords when used in combination provide individualized access to the STS system
in a secure manner. A PIN should be numeric and not exceed 4 characters in length. Passwords
are not required, but if they are used they should also be numeric and not exceed 4 characters in
length. When logging onto STS, a user enters his or her PIN and password combination as one
entry. (PIN 3333 and password 1234 are entered as 33331234.)

    Click Save then Quit to exit the maintenance screen.

                                        Select this function to display a report that lists all of the
                                        registered users in STS Enterprise Manager™ (see
                                        example below). The option to print this report is
                                        available once the report is displayed.




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Item Master Maintenance
This screen allows the user to define the items, services etc. that your organization will offer for
sale. This screen is where a Manager or Administrator can enter and maintain items for sale in
STS. New items are entered and identified by an Item Number (SKU), Description, and
Category. An item’s price, whether it is a taxable item, are all also defined here.




    •   Product ID – This field assigns a unique number to this item in the inventory list for this
        register. Most Item Numbers come from the item’s bar code, but Item Numbers may also
        be user defined. This number must be unique for each individual item.

        *** NOTE: Bar code scanning will not provide the user defined Item Number; therefore,
        DO NOT assign user-defined Item Numbers to items which will be bar code scanned.

    •   Manufacturer – This field assigns a value to the name of the manufacturer of the current
        item if it has a specific or known manufacturer. Some items may not have a
        manufacturer, being generic by nature. Alternately, if the item does not have a known
        manufacturer or is generic by nature, this field may be used as a further description field
        for the item.

    •   Description – This field assigns a description to the current item. Descriptions should be
        specific and useful for differentiating one item from another at a glance.

    •   Size – This field assigns the size of the current item. If the item does not have a specific
        size, this field may be left blank.

    •   Dept – This field assigns a department (category) to which the current item belongs.
        This field is used in conjunction with the Class and Sub Class fields for categorizing
        inventory. This field is not expressly required, but should not be left blank in most cases.




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   •   Class – This field assigns a classification to the current item. This field is used in
       conjunction with the Department and Sub Class fields for categorizing inventory. This
       field is not expressly required, but should not be left blank in most cases.

   •   Sub – This field assigns a sub-classification to the current item. This field is used in
       conjunction with the Department and Class fields for categorizing inventory. This field is
       not expressly required, but should not be left blank in most cases.

   •   Taxable Y/N? – This field allows you to assign whether or not this item is taxable. If this
       item is taxable, a value should also be entered in the tax code field.

   •   Tax Code – This field specifies which tax rate and computational method to apply to this
       item for computing its tax when one is selected for sale. The tax codes are defined in
       STS™ configuration by your systems Administrator.

   •   Sell Price – This field assigns a default price for this item. All transactions in which this
       item is chosen for sale will begin discount and tax calculations based on this amount.

   •   Mark Down Price – This field is used for predefining product markdown outside of an
       individual transaction and takes effect whenever this item is selected for sale for the
       duration of the markdown period. It sets the markdown price for the currently selected
       item for the duration of the markdown.

   •   Effective Date – This field is used for predefining product markdown outside of an
       individual transaction and takes effect whenever this item is selected for sale for the
       duration of the markdown period. It sets the date the markdown price goes into effect for
       the current item.

   •   Status – This field assigns an item’s status in STS™. There are currently two status
       codes defined.

           1. Active         Active items can be selected for sale and details about them
              appear on reports.

           2. Inactive          Inactive items are merely marked as such and are not removed
              from the database. This is useful for reporting purposes when searching old
              sales for detail information on products which were sold but are no longer
              offered. If an item is deleted from inventory permanently no details for that item
              are available on reports which may be generated after the deletion.

   •   Status Effective Date – This field assigns a date when an item’s status changes. If an
       item has been marked inactive, specifying a date in this field will make the item active (or
       inactive) after that date but not before. If a date has not been specified, the item
       becomes active (or inactive) immediately.

                       This command initiates a search among inventory for a Product ID
                       number that the Manager or Administrator will specify. You will be
                       prompted to enter a number. This allows navigating the inventory
                       records to a specific item without having to scroll through the set using
                       the other navigation buttons. It is available whenever an item is not
                       being edited or a new item being added.

                       This command is a navigational command. It will select the first item in
                       the inventory table in the database and place its detail information in the



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                         fields in the Item Detail section. It is available whenever an item is not
                         being edited or a new item being added.

                         This command is a navigational command. It will select the item in the
                         inventory table in the database which appears before the current item
                         and place its detail information in the fields in the Item Detail section. It is
                         available whenever an item is not being edited or a new item being
                         added.

                         This command is a navigational command. It will select the item in the
                         inventory table in the database which appears after the current item and
                         place its detail information in the fields in the Item Detail section. It is
                         available whenever an item is not being edited or a new item being
                         added.
                         This command is a navigational command. It will select the last item in
                         the inventory table in the database and place its detail information in the
                         fields in the Item Detail section. It is available whenever an item is not
                         being edited or a new item being added.

                         This command will clear all fields in the Item Detail section and allow the
                         addition of a new item into the system’s inventory database. It is
                         available whenever an item is not being edited or a new item being
                         added.

                         This command will allow all fields in the Item Detail section to be edited
                         for the current item. The edited information is not entered into the
                         system’s inventory database until the Save command is issued. It is
                         available whenever an item is not being edited or a new item being
                         added.

                         This command will remove the current item from the system’s inventory
                         database. You will be asked to confirm the deletion before it is cleared
                         from the database. It is available whenever an item is not being edited or
                         a new item being added.

                         This command commits the changes made to edited items and writes
                         items which have been added to the system’s inventory database. It is
                         available whenever an item is being edited or a new item being added.

                         This command negates all changes made to an item which as edited or
                         cancels the addition of items which have been added. It is available
                         whenever an item is being edited or a new item being added.

                         This command exits the Inventory Maintenance screen and returns the
                         Manager or Administrator to the Maintenance Menu.

                         This command initiates a search among the entire inventory entered into
                         the STS™ system. A list is displayed where you may choose an item.
                         Once one is chosen from the list the item’s information is displayed in the
                         Item Details section. It is available whenever an account is not being
                         edited or a new account being added.

After all of the information is provided select Save to accept the information entered (or Cancel to
delete all changes/additions made) then Quit to exit the maintenance screen.




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                                      Select this function to display a report that lists all of the
                                      Items currently entered in the inventory database in STS
                                      Enterprise Manager™ (see example below). The option
                                      to print this report is available once the report is
                                      displayed.




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Reports
TYPES OF REPORTS

   •   View Transaction Information
   •   Daily Cash Report
   •   Location Sales Reports
   •   Sales by Payment Type Reports
   •   Sales by Product Reports
   •   Gift Card Reports

Selecting the Desired Report

Select Reports from the options bar at the top of the STS Enterprise Manager™ Main screen.
Select the desired reports.




Types of Reports

VIEW TRANSACTION HISTORY




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Options:

   •   Lookup an Individual Transaction (Single Register Only) – This report will give the
       user the ability to search a past transaction and its details. This report can only search for
       a transaction on one register and location at a time.




       LOCATION – This drop down list contains the locations that are currently added to the
       system. Select the desired location from the list.

       REGISTER – This drop-down list contains the registers that are associated with the
       selected location. Select the desired register from the list.

       TRANSACTION NUMBER – Enter the transaction number into the space provided. This
       number can be found on the original transaction receipt as well as found by using the
       Search Old Sales from the workstation in which the transaction took place.

       TRANSACTION INFORMATION: Once valid information is entered in the above fields
       STS Enterprise Manager will display the details for that transaction.

           o   Date/Time – This area displays the date and time in which the transaction took
               place.

           o   Type – This area will display the type of transaction that took place (e.g. Sale or
               Return

           o   Item Count – This area displays the total of items that were sold (or refunded) in
               this transaction.

           o   Amount – This area displays the total monetary amount of the transaction


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           o   Employee ID – This area displays the ID for the user that was logged in to STS
               when the transaction was completed.

           o   Comments – This area displays any notes that were added to the comments
               field during this transaction.

       PRINT – Select this function to send the Transaction History to the printer.

       DISPLAY – Select this function to display the current Transaction details. The option to
       print from the display screen is available.

       CLOSE – Select this function to exit this screen and return to the previous screen.

   •   Search Transaction (Multiple Registers) – this option allows the user to perform a
       search over multiple registers to locate a specific transaction or transactions.




       LOCATION – This drop down list contains the locations that are currently added to the
       system. Select the desired location from the list. The option to select all locations is also
       available.

       REGISTER – This drop-down list contains the registers that are associated with the
       selected location. Select the desired register from the list. The option to select all
       registers is also available.

       SEARCH CRITERIA (Not required but recommended to narrow a search)

           o   Date From/To – To select a date range in which to perform the search enter the
               date range in the field provided or use the calendar tool to select a date. To
               select only one day, select the same date in both the From and To fields.




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            o   Total – This search tool allows the user to select a price range in which the
                transaction amount would fall under. This will narrow the search to only those
                transactions following the entered criteria.

            o   Employee – This drop-down box allows the user to select a specific employee in
                which to perform the transaction search.

        ADVANCED
           o Items Sold Include – This search tool allows the user to select a specific item in
             which to narrow the search. Only transactions containing this item (considering
             the additional criteria entered) will be included in the search results.

            o   Payment Types Include – This search tool allows the user to select a specific
                payment type in which to narrow the search. Only transactions containing this
                payment type (considering the additional criteria entered) will be included in the
                search results.

Once the desired search criteria has been entered STS Enterprise Manager will return the results
of the search. It will produce a list of transactions that met the criteria entered.




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DAILY CASH REPORT




                        To send the report directly to the default printer without viewing the
                        report first, select this option. The option to print is also available on the
                        “Display” screen.


                        Select this option to generate and view a report for the criteria selected
                        above. The option to print is also available on this screen once the
                        report is generated. See Using the Report Display Toolbar section for
                        more details on the Display option.

                        Select this option to exit the report criteria screen and return to the
                        Enterprise Manager main screen.


   • Date – this selection field will allow the user to select a specific date to generate the
     desired report. A date may be selected by manually entering the desired date or by
     selecting the calendar tool to choose a date.

   • Location – Use this drop-down box to select from the available locations (branches).
     Only those that are entered in the branch database will be visible in this selection field. To
     view all information for all branches entered in the system select “All Locations” from the
     list.

   • Register – When one or more registers are available for a location a selection of registers
     will be listed in this selection field. The option to view all information for all registers in the
     location is available by selecting “All Registers” from the list.




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SALES REPORTS

There are a variety of sales reports that are available for STS Enterprise Manager, that include
location sales, product sales payment type reports among other reports. The following categories
of reports follow the same search functions. The screen below is used to enter report criteria for
a variety of reports (Categories List below):

    •   Location Sales Reports
    •   Sales by Payment Types Report
    •   Sales by Product Type Report




Search Criteria:

    •   Report – Use this drop-down box to select a sub-report from the list.

    •   Date from/To – To select a date or date range in which to run the report enter the date
        range in the fields provided. If you would like to run a report for only one date input the
        same date in both the two and from fields.

    •   Location – This drop-down box provides a list of available locations. If you would like to
        choose one location, select it from list. If you would like to run a report for all available
        locations, choose All Locations.

    •   Register – This drop-down box provides all available registers for the selected location.
        This box is only changed if a location has been selected in the field above. If you would
        like to run the report for a specific register, select if from the list. If you would like to run
        the report using all available registers for the selected location, select All Registers.

Each report category contains sub-reports that relate to the specific category. A list of categories,
their sub-reports and examples of each are listed below.




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LOCATION SALES REPORTS (Three available reports)

   1. Location Revenue Detail
       Ex:




   2. Location Revenue Summary
       Ex:




   3. Location Sales Analysis Detail
       Ex:




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SALES BY PAYMENT TYPE REPORTS (Two available reports)

   1. Sales Report Summary by Payment Type
       Ex:




   2. Sales Report Detail by Payment Type
       Ex:




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SALES BY PRODUCT REPORTS

   1. Sales Report by Date/Item
       Ex:




   2. Sales Report Detail by Date/Item
       Ex:




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   3. Sales Report by Item
       Ex:




   4. Sales Report Detail by Item
       Ex:




   5. Sales Report Detail by Category/Item
       Ex:




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   6. Sales report Detail by Category/Item
       E
       x
       :




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GIFT CARD REPORTS

Gift Card Liability Report

The Total Card Liability Report displays the total number of cards that are active and in
circulation. This report also displays the outstanding balance for all cards in circulation as of the
current date. This report requires no additional report criteria. The report will generate
information using any transactions up until the last transfer from all clients.




Example:




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Card Activity Detail by Date
This report list all activity for all gift cards in circulation and separates all activity by the date in
which the transactions occurred. It is suggested that at least one report criteria is entered to
narrow results.




Report Criteria:

    •   Date from/To – To select a date or date range in which to run the report enter the date
        range in the fields provided. If you would like to run a report for only one date input the
        same date in both the two and from fields.

    •   Location – This drop-down box provides a list of available locations. If you would like to
        choose one location, select it from list. If you would like to run a report for all available
        locations, choose All Locations.

    •   Register – This drop-down box provides all available registers for the selected location.
        This box is only changed if a location has been selected in the field above. If you would
        like to run the report for a specific register, select if from the list. If you would like to run
        the report using all available registers for the selected location, select All Registers.




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Individual Card History Report

This report allows the user to view transaction history for a specific gift card number. To generate
a report for a specific gift card number, enter the number into the Card Number field and select
the search button. The system will validate the card number entered and will indicate when it is
available for reporting. At this point the user will have the option to send the report directly to the
printer or display it on the screen. The option to print this report from the display screen is also
available.




Example:




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Using the Report Display Toolbar
The report View Tools allow you to control onscreen viewing of the report as well as providing
the ability to send it to another appropriate viewing format (i.e. MS Excel).




           Export, Search, and View                                        Print Functions


               Export Envelope Provides the ability to send it to another appropriate viewing
               format (i.e. MS Excel). Clicking the export envelope brings up the Export
               dialog box. From here choose the type of file for output. (i.e. MS Excel, PDF,
               etc.)

               Print Select this icon to print the current document. You will have the option to
               select the printer that this document is to be printed on.


                                Page Control Using this tool allows movement from page to
                                page within the report

               Stop Loading Use this icon to stop the current information from loading.


               Refresh This command refreshes the current screen.


               Search Use this tool when looking for a specific word, phrase, number or
               identifier (i.e. PIN, Transaction #.)

               Zoom The zoom control changes the size of the report being viewed. Viewing
               options include: whole page, page width, single page, etc.


PRINT FUNCTIONS

                        Select this function to access a list of available printers to choose the
                        desired print location for the report displayed.

                        Select this function to send the currently displayed printer to the chosen
                        print location.

OTHER FUNCTIONS

                        Select this function to close the report display screen and return to the
                        Enterprise Manager™ main screen.




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Lists
Types of lists (may vary)

   •    Location List
   •    Register List by Location
   •    Employee List
   •    Item Master List
   •    Item List by Category
   •    Item List by Department
   •    Item List by Class
   •    Item Category List
   •    Item Class List
   •    Item Size List
   •    Item Manufacturer
   •    Department List

Selecting the Desired List

Select Lists from the options bar on the STS Enterprise Manager™ Main screen. Select the
desired list by highlighting it and press Ok to continue.




After selection has been made, select Preview to view the selected list or press Cancel to go
back to the STS Enterprise Manager™ main screen.




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Available Lists

LOCATION LIST – This report displays a list of the current locations and their corresponding
Location ID’s




REGISTER LIST BY LOCATION – This report displays a list of registers. These registers are
separated by the location in which the register is located. This report also displays details of the
registers such as Register ID’s and Description.




EMPLOYEE LIST – This report displays a list of employees including details of each employee.
These details include Security level, status (active or inactive), phone numbers and Employee
ID’s (the associated password is not included on this list).




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ITEM MASTER LIST – This report displays the current list of item in the inventory database. Also
included in this list is the Item ID, Category, Description as well as The list price of the item and
whether the item is taxable or not.




ITEM LIST BY CATEGORY – Included on this list are items categorized by the Item Category the
item falls under. Categories are defined in the Setup menu and assigned to an item in the
Inventory Maintenance function located under the Maintenance Menu.




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ITEM LIST BY DEPARTMENT – Included on this list are items separated by the department that
each item falls under. Departments are defined in the Setup menu and assigned to an item in the
Inventory Maintenance function located under the Maintenance Menu.




ITEM LIST BY CLASS – This list displays the current items in the Inventory database separated
by the Class that the item falls under. Lists are defined in the Setup menu and assigned to an
item in the Inventory Maintenance function located under the Maintenance Menu.




ITEM CATEGORY LIST – This report displays a list of all Categories available used to further
define an item in the inventory database. Categories are defined in the Setup menu and
assigned to an item in the Inventory Maintenance function located under the Maintenance Menu.




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ITEM CLASS LIST – This report displays the available Classes used to further define an item in
the Inventory database. Classes are defined in the Setup menu and assigned to an item in the
Inventory Maintenance function located under the Maintenance Menu.




ITEM SIZE LIST – This report displays a list of all Sizes used to further define an item in the
Inventory database. Sizes are defined in the Setup menu and assigned to an item in the
Inventory Maintenance function located under the Maintenance Menu.




ITEM MANUFACTURER – This report displays a list of all Manufacturer names that are used to
further define an item in the Inventory Database. Manufacturers are defined in the Setup menu
and assigned to an item in the Inventory Maintenance function located under the Maintenance
Menu.




DEPARTMENT LIST - – This report displays a list of all Departments that are used to further
define an item in the Inventory Database. Departments are defined in the Setup menu and
assigned to an item in the Inventory Maintenance function located under the Maintenance Menu.




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Setups
Types of Setups (may vary)

    •   Item Category Setup
    •   Item Class Setup
    •   Item Sizes Setup
    •   Department Setup
    •   Manufacturers Setup


Selecting the Desired Setup Function

Select Setup from the options bar on the STS Enterprise Manager™ Main screen. Select the
desired Setup by highlighting the setup and press Okay to continue.




ITEM CATEGORY SETUP – This function is used to define Categories of items that are in the
inventory database. Categories can, for example, further define and item by indicating that they
fall under the merchandise, not the Gift Card or miscellaneous categories. In this screen, two
items must be entered; The Category Code, which is typically an abbreviation of the Category
that is being defined as well as a full description of the Category. See example below. Once a
Category has been entered, select Save to confirm the addition or change of the Category. The
categories entered will be available for selection on the Inventory Maintenance screen in a drop-
down box. This is not a required item.




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ITEM CLASS SETUP – If applicable, use this function to define Classes that are used to further
describe items in the Inventory Database. Depending on the type of business, this can be used
to define an item further by classifying them under specific types of merchandise, such as
Clothing (rather than just Merchandise). Sub-classes can be defined in this screen, as well. Sub
Classes, could be used to further define the item by type of Athletic clothing, such as Hockey
clothing. To add a sub-class select Edit from the functions on the top of the screen and select
Add from the function bar on the bottom of the screen. This action will display another screen
prompting the user to enter a Sub-class ID and description. Sub-class selections will be available
on the Inventory Maintenance Function screen.




ITEM SIZE SETUP – This setup is used to define sizes used to further define items in the
Inventory Database. These sizes can be used to define, for instance, a size of clothing (ex. Small
(S) Medium (M)) or Size of shoe (6, 8.5, 11, etc.) In this screen, a Size or abbreviation of a Size
must be entered. See example below. Once a Size has been entered, select Save to confirm the
addition or change of the Size. The Sizes entered will be available for selection on the Inventory
Maintenance screen in a drop-down box. This is not a required item.




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DEPARTMENT SETUP – This setup is used to define Departments used to further define an item
in the Inventory Database. Departments are used to group a set of similar items into one
department of items. Departments can include Housewares, Electronics, Shoes, etc. In this
screen, two items must be entered; The Department ID, which is typically an abbreviation of the
Department that is being defined as well as a full description of the Department. See example
below. Once a Department has been entered, select Save to confirm the addition or change of
the Department. The Departments entered will be available for selection on the Inventory
Maintenance screen in a drop-down box. This is not a required item.




MANUFACTURERS SETUP – This setup is used to define Manufacturers to further define items
in the Inventory Database. A Manufacturer can be the Name or Brand of the item such as Nike,
or Adidas. In this screen, The Manufacturer name should be entered in the field provided. See
example below. Once a Manufacturer has been entered, select Save to confirm the addition or
change of the Manufacturer. The categories entered will be available for selection on the
Inventory Maintenance screen in a drop-down box. This is not a required item.




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Help
Types of Help (may vary)

   • Change Password
   • About – this function will display the information about this application, including its
     version and other details.


Selecting the Desired Help Function

Select Setup from the options bar on the STS Enterprise Manager™ Main screen. Select the
desired Setup by highlighting the setup and press Okay to continue.




CHANGE PASSWORD – ADMINISTRATOR ACCOUNT

   This option allows the user to change the Administrator Account Password**. This will
   change the administrator Password for access to the STS Enterprise Manager Configuration
   function as well as the login to the Main STS Enterprise Manager Screen.

   **Warning: Do NOT lose this password. (Please see next section for details)




WHAT TO DO ABOUT A LOST ADMINISTRATOR PASSWORD

It is recommended that you take very good care not to misplace or forget your STS Enterprise
Manager Administrator password. In the event that you have lost or forgotten your STS
Enterprise Manager Administrator password there is one possible course of action you can take.
     • Reinstall The Application


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      First, copy the folder named “Data” in the installation directory to another location so that
      you can restore your transaction data after reinstalling. Next, Uninstall the application using
      the Add/Remove Programs applet in the Windows Control Panel. Then you must delete
      the installation directory since configuration files are not automatically uninstalled. (This is
      to preserve settings during an upgrade). Then you may reinstall the application using the
      steps outlined in the “Installation” section of this manual and restore your “Data” folder from
      backup.

      CAUTION: USING THIS METHOD CAN RESULT IN THE LOSS OF ALL TRANSACTION
      DATA IN ADDITION TO CONFIGURATION SETTINGS. BEFORE PROCEDING WITH
      THIS METHOD COPY THE FOLDER NAMED “DATA” IN THE INSTALLATION
      DIRECTORY TO ANOTHER LOCATION. IF YOU DO NOT COPY THE DATA FOLDER
      YOUR TRANSACTION DATA WILL BE LOST.


ABOUT – This screen displays software details on the product you have purchases including
Software name, Version Number and copyright information. You also have the option to view
system Information that contains a variety of menus that list information regarding this software.




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System Administration Functionality

Accessing System Administration




After logging into STS Enterprise Manager, the system will default to the Point of Sale Manager
application and its functions. To access the System Administrative functions in this program click
on the Applications function button located on the main menu and select “System Administration”
from the list of available applications.




Once the user has clicked on System Administration (will be highlighted) STS Enterprise
Manager will provide a brief description of the application selected. The user is asked to confirm
the decision to access the selected application by pressing OK.




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To ensure that the user has accessed the correct application STS Enterprise Manager will display
the name of the current application directly above the function buttons (main menu).




Once the correct application is accessed, the functions available for this application will be
enabled. If a function button is “grayed out”, this means that there are no functions available for
that category in the current application.

System Administration Main Menu
Applications – This function allows the user to switch between applications that are available for
this version of STS Enterprise Manager. To switch to a different application, select the
application button and choose an application from the list. The available applications for this
version of STS Enterprise Manager include:

    • System Administration
    • Point of Sales Manager

Activity – There are no available functions for this selection.

Maintenance – There are no available functions for this selection.

Reports – There are no available functions for this selection.

Lists – There are no available functions for this selection.

Queries – There are no available functions for this selection.

Setups – This selection will display the functions relating to the updating of system defaults
including user and group accessibility. The available functions for this selection may include (see
Setups in this section for more details on the functions listed below):

    •   User Table Maintenance
    •   Group Table Maintenance
    •   User Menu Setup
    •   Default Values Table Maintenance

Help – This selection will display the functions relating to support and FAQ’s as well as the ability
to changer the Administrator Password.
The available functions for this selection may include:

    • About – this function will display the information about this application, including its
      version and other details.
    • Change Password – See STS Enterprise Manager Module section for more details on
      this section.




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Setups

Accessing the Setup Functions

Click once on the Setups Function button to access the Setups drop down menu. Select the
desired setup function from the list.




SETUP USER - USER TABLE MAINTENANCE

This function allows the user to define account settings for all users of this application. This
information should only be accessed by those with an administrative security level. The user will
be asked to confirm the decision to access the selected function by pressing OK.




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USER ACCOUNT CONTROL

This screen will allow the user to add, update or delete Enterprise Manager user accounts.
Please note that this function is only to be used to setup user accounts for the Enterprise
Manager and does not transfer to STS (Point-of-Sale). See the User Maintenance section of this
manual for detailed instruction on how to setup STS user accounts.




FUNCTIONS

                                Select this function to add a new user account for the Enterprise
                                Manager. This function will prompt the user to enter details for
                                the new user account. Once this information has been added
                                the user will now have certain permissions for use in the
                                Enterprise Manager.

                                If changes need to be made for an existing user account, select
                                this function. The user will have access to the current account
                                information for this user and make changes as necessary.

                                If a user no longer requires access to the Enterprise Manager
                                and its functions a user can be removed from the system. This
                                user will be removed completely from the system so it will need
                                to be recreated if the user would need access again.

                                To exit the user account setup screen select this function. The
                                user will return to the Enterprise Manager System Functions
                                Main screen.



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EDIT/ADD USER ACCOUNT




USER ACCOUNT - USER INFORMATION

First Name – This field shows the last name of the selected user.

Last Name – This field shows the first name of the selected user.

Title – This is an optional field. Can be used to enter a brief description of an employee’s title
(i.e. assistant supervisor)

Work Number – This is an optional field. A work phone number may be entered in this field

Email – This is an option field. Enter the employee’s E-mail address in this field

USER ACCOUNT - ACCOUNT INFORMATION

User ID – This field indicates the login name of the employee selected. Once this User ID has
been set it cannot be changed. If a user ID needs to be changed the entire User ID record will
have to be deleted and re-entered again. A unique User ID must be given to each employee. A
User ID may only be used once.

Password – This field will not change. The number of X’s does not indicate the number of
characters in the password of the selected user. Passwords cannot be reset in this table but
cannot be changed. Instructions for changing a password are in the following section.

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Start in Module – This function allows the user to select a module that will be the first visible
module upon login. This can be dictated by the user’s functionality in the system.

Expiration Date – This function allows the user to set an end date for this user account. This
user will lose access to any module in this system after the set expiration date. This field is
optional and can be left blank.

MEMBER OF -

This screen will allow the user to add the selected user to certain groups within the Enterprise
Manager System. The default account available in Enterprise Manager is System Administrator.




FUNCTIONS

                        To add a user to an available account, select this function. This function
                        will access a list of available member groups. Select the group in which
                        to add the user by highlighting the group and press okay. This will add
                        the group to the list of available groups for that user. If the account is not
                        listed in the group list please refer to the Setup Groups section of this
                        manual for details on setup of new groups.

                        To delete an account from the existing list, highlight the desired account
                        from the list and press this function. This will permanently delete this
                        account from the system database and will have to be reentered if this
                        account is active again.



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System Administration                           STS Enterprise Manager ™ User’s Guide

                        To cancel any action taken in this screen and return to the previous
                        screen without saving any changed information, select this function.

                        To accept the changes made to the updated accounts select this
                        function.

Adding Users

 1. From the Setup tab on the System Administration module in STS Enterprise Manager select,
    User Setup.

 2. Select the                from the User Accounts List screen and the User Account screen
    will appear.




 3. Enter the User Information for the User including the First and Last name, Title, Phone, and
    email.

 4. Next, enter the Account Information for this user. This information includes the User ID and
    Password, Start in Module.


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System Administration                           STS Enterprise Manager ™ User’s Guide


 5. Once the above information is entered select the Member of tab from the top of this screen.




 6. Select              to select the group or groups in which this user is a member of.




 7. Highlight the desired group from the list. To select more than one group for this user. Hold
    down the Shift key while selected each group. If no groups are listed or the desired group is
    not listed, see the Setup Groups section to add the desired group to the list.


 8. Once the group or groups are selected, press                to save the information and
    return to the Member of tab.

 9. Once at the Member of tab screen select                to return to the User accounts list
    screen.


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System Administration                           STS Enterprise Manager ™ User’s Guide

SETUP GROUPS

Group Table Maintenance sets general higher level permissions for users as a group. This
allows them access to specific modules within the STS Enterprise Manager™.




FUNCTIONS

                                This function is used to create new groups that will then define a
                                user’s security level in the system.

                                If changes are to be made to an existing group from the list on
                                the left use this function. The desired group must be highlighted
                                in order for this function to be highlighted.

                                To remove a group from the list of current groups select this
                                function. This function will only be available if a group is
                                highlighted in the list on the left of the screen.

                                To exit the Group List screen, select this function. The user will
                                be returned to the Enterprise Manager main screen.




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System Administration                            STS Enterprise Manager ™ User’s Guide

EDIT/ADD GROUPS




GROUP RECORD – GROUP INFORMATION

Group ID This field assigns a title for the designated group. This title will represent the group in
all other screens where this group is shown.

Description – A description of the group may be entered in this field. The group ID the Group
Description can be the same if no description is needed (e.g. Staff, Staff).

GROUP RECORD – MODULE ACCESS PERMISSION

System Module – This column list the available system modules for your version of STS.
Enterprise Manager

Access Allowed – This column allows the user to select the modules in which this group has
access to.




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System Administration                           STS Enterprise Manager ™ User’s Guide

MEMBERS – This tab will allow the operator to add members to this group.




FUNCTIONS

                        To add a user to an available group, select this function. This function
                        will access a list of users. Select the group in which to add the user by
                        highlighting the group and press okay. This will add the group to the list
                        of available groups for that user. If the user is not included in the
                        displayed list the user will need to be added. Please refer to the Setup
                        Users section of this manual for details on setup of new users.

                        To delete a user from the group, highlight the desired user from the list
                        and press this function. This will permanently delete this user from the
                        system database and will have to be reentered if this user is to be added
                        at a later time.

                        To cancel any action taken in this screen and return to the previous
                        screen without saving any changed information, select this function.

                        To accept the changes made to the updated group, select this function.




11| S T S E n t e r p r i s e M a n a g e r A d m i n i s t r a t i v e F u n c t i o n s
System Administration                           STS Enterprise Manager ™ User’s Guide

Adding a Group

1. From the Setup tab on the System Administration module in STS Enterprise Manager select,
   Group Setup.


2. Select                   from the Group List screen. This will access the Group Record
   Screen.




3. Enter the Group information which includes the Group ID and Description.

4. Next, select the module(s) in which this group has access to by clicking in the Access
   Allowed column next to the desired group. This will place a checkmark in the appropriate box

5. Once all of the information for this group is added select the Members tab to add users to this
   group.




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System Administration                            STS Enterprise Manager ™ User’s Guide


6.   Select             to display a list of available users.




7. Highlight the desired user and press             . To add more than one user to this group
   hold down the Shift key while selecting each user. Pressing OK will save the selections and
   return the user to the Members tab.

8. To save all entered information and return to the Group List screen press                on the
   Members tab.




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System Administration                            STS Enterprise Manager ™ User’s Guide

USER MENU SETUP

This function allows the user to specify custom menu options for individual users. This function is
not available for this version of STS Enterprise Manager.




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System Administration                             STS Enterprise Manager ™ User’s Guide

DEFAULT VALUE TABLE MAINTENANCE

This function allows the user to define default codes for various modules and activities in STS
Enterprise Manager.




SEARCH AND EDIT FUNCTIONS

The full list of search and edit functions are described in the previous section. Please see page 4
for more details.

                Use this function to display a list of all default codes that are currently entered in
                the STS. Enterprise Manager system.




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