10/24/02 Page 1 of 2 Setting up Your Network and Interfacing SiteLink with Gate and Credit Card Systems on a Network There are two ways of configuring a network to best interface SiteLink with credit card and gate controller software: a peer-to-peer configuration and a client-server. After setting up your network, refer to “Setting up SiteLink for Multi-User Operation on a Network” on the next page to setup SiteLink on your client workstations. Peer-to-Peer Configuration (Best Configuration Option for Most Self-Storage Facilities) 1. Plug two or more workstations (used for daily operations) into a router, as shown in the figure below. Designate another computer as a server and also plug it into the router. For best operation, this server computer should standalone and should not to be used for daily operations. (Continue to step 2 below) Client/Server Configuration (Alternative Option) 1. Setup a Windows NT client/server configuration where sharing is allowed between all machines and the server C:\ drive. If you are unsure how to do this, you must get help from a computer technician or network administrator/installer before proceeding. (Continue to step 2 below) Continued for both configurations 2. Install SiteLink, the gate software, and the credit card processing software onto the C:\ drive of the server. Be sure the gate controller is plugged into the server. The server should also have internet access. 3. Setup file and print sharing on the server and workstations. Share the C:\ drive on the server and map it as a drive on the workstations. If you are unsure how to do this, you must get help from a computer technician or network administrator/installer before proceeding. When you are finished, you are able to view the server’s C:\ drive from the workstation computers, 4. Setup your workstations for administrator access. Only administrators will be able to install SiteLink upgrade programs. 5. To setup the SiteLink gate interface, open SiteLink on one of the workstations and go into Company screen, Gate Setup. On the middle right hand side of that screen browse to the network drive and select the correct path to the gate controller interface. Save the path with the save button on the bottom right hand corner of the screen. Click on Test Interface and verify the setup by locking out then unlocking a tenant. Run reports in your gate software to see the tenant’s lockout status. 6. To setup the SiteLink credit card interface, go to Company screen, Setup Checklist: Feature Code and Credit Card Processing option. 7. On the bottom right hand corner of the Feature Code and Credit Card screen, click on browse for the path to Active- Charge.exe. Browse to the network path and select the correct path to active-charge.exe and click on open. For the most trouble free credit card processing, you should connect to your processor through an internet TCP/IP connection. 8. Close the feature code screen and go to operations/payments. Select a unit and test a credit card process to verify there are no errors. For more detail about installing and troubleshooting the credit card interface, refer to the SiteLink instruction sheet entitled, “Answers to Common Questions about Credit Card Processing” Peer to Peer Diagram Client/Server Diagram Windows PC acting as a server Windows NT Server Router DSL/Cable DSL/Cable Router Line Line Daily Daily Daily Daily Operations 1 Operations 2 Operations 1 Operations 2 Hints for Faster Network Operation 1) Use your fastest computer as your server. Your SiteLink databases should reside on your server. 2) Use ethernet switches instead of hubs. Switches are full duplex & full bandwidth while hubs are half-duplex. 3) Have at least 256 MB RAM on your workstations and server. Minimize the number of programs you run in the background of your workstations. 10/24/02 Page 2 of 2 Setting Up SiteLink for Multi-User Operation on a Network This sheet provides instructions on how to connect to a database located on your server, and how to create additional SiteLink databases. If you are unsure how to proceed at any point, please call SMD Technologies, Inc. It may also be necessary for you to consult with a network installer or computer technician. Multi-user operation over a network is a purchased SiteLink feature. When installed, SiteLink allows up to 10 users to simultaneously take payments, perform move-ins, print reports, etc. As an extra service to assist you in rapidly setting up SiteLink, this multi-user feature is available to all users of the “Setup SiteLink” program without a special purchased feature code. Before beginning you must have a network connection established between your workstation computers and the server where your SiteLink database will reside. If not, contact your company’s computer administrator to setup your network. Connecting to a Database on Your Network 1. Map a network drive to a shared folder on your server where your SiteLink database is located. Be sure that the “Reconnect at Logon” box is checked. If you are unsure about how to do this, you must get help from a computer technician or network installer before proceeding. 2. Using your Windows Explorer, copy your SiteLink database over your network to your shared folder. The default location of this database on your workstation is C:\Program Files\SiteLink\Site1.mdb. Note that SiteLink is designed to put most of the processing on the computer where the database is located. For this reason, be sure that your server is a fast machine with 256 MB of RAM. 3. Start your SiteLink program, and from the initial start-up screen choose Database Maintenance from the Maintenance menu. 4. Select the database you want to share by click its name on the list shown on the Database Maintenance screen. 5. Click the Browse button beside the Database Path caption to locate the folder containing the database, then select the SiteLink database you want to share. Note that by default SiteLink names databases like Site1.mdb. These databases can be renamed from this same Database Maintenance screen to a format like Site1_MyName.mdb. 6. SiteLink will backup your database to a second location if you want. (Normally, the first backup will be to a floppy disk and this second backup would be to a networked drive). Click the Browse button beside the Second Backup Path to add a path and enable this feature. Delete this path to disable this feature. 7. Repeat this operation on every computer on your network that shares the SiteLink database. 8. You are now ready to go. On the SiteLink startup screen, select your database and click the Start button to connect to your networked database. Creating a New, Blank Database and Connecting to Multiple Databases on a Network These instructions only apply to SiteLink customers who have purchased the multiple database feature. SiteLink allows access to a maximum of 10 databases for maintaining separate financial information for separate facilities. 1. Start the SiteLink program, and from the initial start-up screen choose Database Maintenance from the Maintenance menu. 2. To create a new, blank database: a. On the Database Maintenance screen, click on the “Add a Database to the List” button. b. At the prompt, enter a name for the site; maximum 15 characters, no blank spaces (e.g., RaleighMainSt). SiteLink will create a file name for the database based on the name you gave it (e.g., Site2_RaleighMainSt.mdb). c. Next you will be prompted to enter a path where this database will be located. If you are on a network, browse to locate a shared folder. If your database will reside on your workstation, it is best to use the SiteLink default path C:\Program Files\SiteLink\. d. Exit SiteLink and start the Setup SiteLink program. You MUST configure the database using the Setup SiteLink program. When completed, the database will be ready for other users to connect to it and use SiteLink. 3. To connect to a database that has already been created on your network: a. On the Database Maintenance screen, click on the “Add a Database to the List” button. b. At the prompt, browse on your network to find the new database you want to share. SiteLink databases are named like Site2.mdb, Site2_MyName.mdb, Site3.mdb, etc. 4. You are now ready to go. On the SiteLink startup screen, select your database and click the Start button to connect to your networked database.