Aloha EDC Autosettle Utility Resource Guide EDC Autosettle... · About Aloha EDC Auto Settle Daily Operation 7 Install Aloha EDC Auto Settle-Manual Method 9 Install Aloha EDC Auto

A l o h a E D C A u t o S e t t l e U t i l i t y R e s o u r c e G u i d e ( V e r 4 . 4 ) U p d a t e : 3 / 2 9 / 2 0 1 4

© 2 0 1 1 - 2 0 1 4 T h e B r a d l e y S e r v i c e s G r o u p L L C ( h t t p : / / w w w . a s k b i l l b r a d l e y . c o m )

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Aloha EDC Auto Settle Utility Resource Guide Version 4.4

Summary The Aloha EDC Auto Settle Utility provides an easy- to-install, consistent, documented way to implement unattended EDC Batch Settlement. NCR Hospitality Channel Partners, NCR Local Offices, and Self-Supporting Aloha Large Accounts will find this a valuable tool in their “Aloha Support Tool Box.” The program can be up and running without per site installation using NCR Command Center, or the small installer can be downloaded and manually setup in minutes. The unattended installer is even smart enough to figure out when to schedule the batch to settle and what processor(s) to settle based on the EOD Event time! As is designed to run without using Winhook, a hitch in settling a batch never prevents the Aloha EOD from completing and the system up and running the next morning. The Aloha EDC Auto Settle Utility settles an Aloha EDC Batch unattended on a daily basis. It supports all Aloha EDC-included processors from Aloha Version 5.3 to 13.x. The Aloha EDC Auto Settle Utility runs on 32 or 64 Bit Windows 7, Server 2008 OS Platforms while supporting legacy PS Platforms as well.. The utility supports Single-Processor, Spit-Processor, or Multi-Process r Batch Settlement configurations. The Aloha EDC Auto Settle Utility , runs a Checklist before starting to: 1) Make sure: EDC POS is On; 2) There is activity to be settled; 3) There are no HLD files (Which may indicate EDC is stuck); and 4) There is not Settling file indicating an unfinished prior settlement. The Aloha EDC Auto Settle Utility runs unattended, triggered by a Windows Scheduled Task. Even so, it displays progress screens in the event a manager is logged in to the Aloha Server and is present at the time the settlement runs. A typical batch settlement is done in less than a minute. The utility monitors for up to 10 minutes to make sure everything finishes. The utility monitors a batch settlement every 30 seconds for up to 10 minutes to insure it completes. In the rare event it does not settle, a NCR Command Center Alert is generated so the AM Help Desk Team can deal with it immediately. Meanwhile, the utility rolls EDC back to a pre-settlement state so the site can take cards in the event the problem is not resolved. The Aloha EDC Auto Settle Utility maintains its own Aloha-like Debout, for accountability and troubleshooting. The power of the Aloha EDC Auto Settle Utility is in its single-file Installer and Program design. It takes full advantage of NCR Deploy Manager’s Custom Deploy Feature to download and execute a single file. Everything needed for a successful install is built into the Installer. The installer even deletes itself when done! Install it and forget it. Aloha EDC Auto Settle Utility License Purchase Opti ons: 1. Purchase a Single-Site license for one Aloha System. 2 An NCR Local Office, NCR Hospitality Channel Partner, or NCR/Aloha self-supporting Major Account can purchase a one-time Multi-Site License (one per office location. License covers future Aloha sites sold after the program is purchased. at no additional cost. An exceptional value! The utility is built customized with either the site name (Single-Site License) and phone number, or the Distributor’s. Purchase Option: A custom “remove” can be included to de-install or neutralize a current method of settling batches.

Built To Be Installed Using Built To Be Installed Using Built To Be Installed Using Built To Be Installed Using NCRNCRNCRNCR Deploy Manager Deploy Manager Deploy Manager Deploy Manager!!!!

About BSG Programs:

To leverage Radiant Deploy Manager Custom Deploy, and, to insure reliability running BSG programs on a variety of Aloha Server Pc’s, there

was a major design problem we had to solve: The program had to work using only ONE executable file. (This was all Deploy Manager allowed)

We solved the problem by turning to a Windows standard: The Batch File . . . with a twist. BSG uses a compiler that allows our program and

the supporting programs we need to be combined into one Exe file. So, don’t let our look deceive you! A side- benefit to this approach is

our files tend to be smaller-- thus making for quicker downloads!



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The Aloha EDC Auto Settle Utility Resource Guide

Is formatted for double-sided printing to save paper



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Table of Contents

Summary 1

Aloha EDC Auto Settle Program Features 5

Aloha EDC Auto Settle Installer Program Features 5

Aloha EDC Auto Settle Update Program Features 6

Aloha EDC Auto Settle Help Features 6

About Aloha EDC Auto Settle Daily Operation 7

Install Aloha EDC Auto Settle-Manual Method 9

Install Aloha EDC Auto Settle-Unattended Method 12

Install Aloha EDC Auto Settle Update-Manual Method 14

Install Aloha EDC Auto Settle Update-Unattended Method 14

Accessing Aloha EDC Help Feature 15

Use NCR Deploy Manager for Unattended Implementation 16

How to Request an NCR Command Center Custom Alert 18

Using Aloha EDC Auto Settle when Changing Processors 19

Program Files 19

Operating Systems Supported 19

Aloha EDC Auto Settle Debout Log Entries 19

Troubleshooting 21

BSG Product License 22

Product Support 22



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The Aloha EDC Auto Settle Utility Resource Guide

Is formatted for double-sided printing to save paper



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EDC Auto Settle Program Features

� Program will work with Aloha Version 5.3, 6.x, 12,x, and 13.x.

� Runs on Windows 32-Bit and 64-Bit Microsoft Windows Operating Systems: Server 2008, Windows 7 Pro. Also runs on Windows XP Pro, Vista, Server 2003 and Windows Embedded.

� Uses Windows Task Scheduler to run daily. Eliminates hang-ups to Aloha POS by a “hung” batch.

� Supports Aloha EDC Single Processor, Split Processor and Multi-Index configurations.

� Supports a dedicated Aloha EDC Server.

� Supports Aloha EDCProcPath feature.

� System Pre-C heck function verifies System is setup and ready for Batch to Settle Batch Settlement Pre-Check function verifies Aloha EDC is ready to for a Batch Settlement. Anything from POS Off to the presence of a SETTLING marker file is enough for the program to abort the settlement or fix the problem before continuing.

� Program counts and records the number of TXN files in the Batch. If not TXN files, the Batch Settlement aborts. If one TXN file is discovered, that TXN file is inspected and if it is a “Settle” TXN file, it is deleted and the Batch Settlement is aborted.

� Program instructs Aloha EDC to start the Batch Settlement and records the start time.

� Program monitors the progress of the Batch Settlement every 30 seconds (up to 10 minutes)

� Once the Program detects that the Batch has settled, it records the finish time.

� If the Batch does not settle within the monitoring period, an error is declared and a NCR Command Center Alert is generated. The program exists with errors.

� Program includes a Real-Time Display in the event the End-Use is logged on to Windows and is using the Server.

� If a Batch Settlement fails the Program r reset Aloha EDC back to it Pre-Batch state. It stops POS in EDC, it deletes the SETTLING marker file, It deletes the Settle REQ and HLD files, Then it sets POS back to On. They site can continue to authorize cards until the Batch Settlement issues is resolved.

� When a Batch Settlement fails: an NCR Command Center Alert is created to notify Service.

� Batch Settlement actions are written to its own error log in the Aloha TMP folder called Debout. AlohaEDCSettle.Txt to enforces accountability and aids in troubleshooting.

� Program logs activities and errors to (its own) Debout error using Aloha notation convention for ease of use.

Additional EDC Auto Settle Installer Program Features

� Built for Unattended installation using NCR Deploy Manager for rapid deployment.

� Confirms that a Windows Administrator is logged on. Fails if one is not.

� Unattended installation can “figure out” what processor(s) are installed. Will test for a processor being current and not schedule settlement for a legacy processor no longer being used but residing on the Aloha Server.

� Unattended installation Close+1 feature can determine the Aloha EOD time and set the batch to settle 1 hour later.

� Unattended installation has an optional “Customer Awareness” Message screen to alert an end-user the program has been installed.

� Manual, menu-driven-installation is built-in for single-Server installation.

� Easy install using Discovery Mode. Installer looks for all possible processors that can be installed and tells the installer which one or ones to install..

� Installer is a small file allowing for quick download and installation.

� Installer does not disrupt Aloha processes, thus it can be installed at any time.

� Installer exits if it finds Aloha EDC not being used.

� Option: A custom to remove an existing settlement process can be written into the program.

� Installer creates an Administrator Level Windows Scheduled Task to run the daily settlement process

� Installer “self-destructs” when its work is complete.

� Installation actions are written to the programs activity Debout file.



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� An unattended install that fails with errors will generate a custom Command Center Alert for prompt follow-up.

� Program recognizes and supports Aloha Version (and new Version naming convention) through 2013.

� Program supports Windows Server 2003-2012, XP, Vista, Windows 7-8, and Windows Embedded.

EDC Auto Settle Update Features � Built for Unattended update using NCR Deploy Manager for rapid deployment.

� Manual, menu-driven-installation available for single-server updates.

� Update is built into the Installer so a separate update program is not required.

� Update looks to see if EDC Auto Settle is installed. If not, it logs its activities and exits. By doing this, you can schedule sites for update without concern if it has been setup for EDC Autosettle yet.

� Update deletes the installer when its work is complete.

� Update can will ignore a system with the program is not installed. This also for easier updates using NCR Command Center without necessary knowing what sites have been installed.

� Update actions are written to the programs activity Debout file.

EDC Auto Settle Help Features

� Aloha EDC Autosettle User Guide is built into the Installer for ready access. Access through the menu on the Aloha

EDC Auto Settle Installer.

� Program is fully documented.



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Aloha EDC Auto Settle Daily Operation

The Aloha EDC Auto Settle Utility is diesnged to run unattended every day when a business is closed.

It is started using a Windows Scheduled Task. It can also be manually started either by Running the Windows Scheduled Task or st

arting the program directly.

Aloha EDC Auto Settle Utility does show a Progress Screen when running, in case a manager be watching and is logged on.

Daily activitiy is written to the Debout.AlohaEDCAutoSettle.Txt for accountability and troubleshooting. This is located in the Aloha

TMP folder

Sample Sample Sample Sample InformationInformationInformationInformation ScreensScreensScreensScreens:

Batch Settlement Batch Settlement Batch Settlement Batch Settlement ProcessProcessProcessProcess

Step 1: Step 1: Step 1: Step 1: SystemSystemSystemSystem and Batch and Batch and Batch and Batch Pre-Check:Pre-Check:Pre-Check:Pre-Check:

The Aloha EDC Auto Settle Utility starts by running a pre-check on EDC:

1. Is EDCSVR installed as a Service? If no, abort.

2. Is the EDCSVR Service Started? If no, it writes this to Debout.AlohaEDCAutoSettle.Txt and exit the settlement for today. 3. Is EDC POS On? If no, it writes this to Debout.AlohaEDCAutoSettle.Txt and exit the settlement for today.

3. Is there a "SETTLING" marker file in the Processor folder? If yes, it deletes it the continue checking and trys to settled (again). 4. Is there a dangling REQ or HLD file in the EDC folder? If yes, it writes this to Debout.AlohaEDCAutoSettle.Txt and exit the

settlement for today. Something is wrong.

5. Are there TXN files for the Processor? If no, it writes this to Debout.AlohaEDCAutoSettle.Txt and aborts. If only one TXN file, checks to see if it si SETTLE TXN file. If yes, deletes the TXN file and abots as there are no cards to settle. Otherwise, writes the

number of TXN file to the Debout.



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Step 2: Step 2: Step 2: Step 2: Batch Settlement Instruction:Batch Settlement Instruction:Batch Settlement Instruction:Batch Settlement Instruction:

The Aloha EDC Auto Settle Utility next samples the processor's SETTLED marker file for its date stamp, then instructs EDC to settle the batch.. The utility writes this to the Debout.AlohaEDCAutoSettle.Txt as well as the date stamp of the SETTLED file.

Step 3: Batch Settlement Monitoring:Step 3: Batch Settlement Monitoring:Step 3: Batch Settlement Monitoring:Step 3: Batch Settlement Monitoring:

The Aloha EDC Auto Settle Utility monitors the Date Stamp of the SETTLED marker file every 30 seconds for up to 10 minutes to

determine when and if a batched settled.. The utility writes this to the Debout.AlohaEDCAutoSettle.Txt.

Step 4: Batch Settlement CompletStep 4: Batch Settlement CompletStep 4: Batch Settlement CompletStep 4: Batch Settlement Completeseseses::::

When the date stamp of the SETTLED file has changed, the Aloha EDC Auto Settle Utility knows the batch has settled successfully. declares and error. The utility writes the final Datestamp of the SETTLED file in addition to the settlement of the batch to the Deb

out.AlohaEDCAutoSettle.Txt.

When the date stamp of the SETTLED file has NOT changed after 10 Minutes, the Aloha EDC Auto Settle Utility assumes that

something is wrong and the batch has not settled. It then executes the Rollback Protocol., then creates a NCR Command Center Alert. The utility writes the batch settlement failure details to the Debout.AlohaEDCAutoSettle.Txt.

Rollback Protocol:: This is executed when a batch settlement fails. It's goal is to return EDC to a Pre-Batch Settlement state so the

site can continue to authorize credit cards while the batch settlement problem is researched and resolved. Specifically it will:

1. Stop the EDCSVR Service. 2. Remove any REQ or HLD file in the EDC folder.

3. Start the EDCSVR Service.

The Aloha EDC AutThe Aloha EDC AutThe Aloha EDC AutThe Aloha EDC Auto Settle Utility is designed to support either Split-Processor OR Multi-Index Processor for use As Needed.o Settle Utility is designed to support either Split-Processor OR Multi-Index Processor for use As Needed.o Settle Utility is designed to support either Split-Processor OR Multi-Index Processor for use As Needed.o Settle Utility is designed to support either Split-Processor OR Multi-Index Processor for use As Needed.

Split Processor SettlmentSplit Processor SettlmentSplit Processor SettlmentSplit Processor Settlment The Aloha EDC Auto Settle Utility can settle up to two different (2) processors . When configured it works as follows:

1. The Aloha EDC Auto Settle Utility waits for the first to finish before instructing the next to start.

2. A Processor is settled in the order of their EDC PRocessor ID.. 3. The Debout.AlohaEDCAutoSettle.Txt with a record of each settlement.

4. If the first settlement fails, the second settlement is skipped.

Multi-Index Processor SettlementMulti-Index Processor SettlementMulti-Index Processor SettlementMulti-Index Processor Settlement . The Aloha EDC Auto Settle Utility can settle up to three (3) Indexes of the same Processor (Lynksystems, Lynksystem2, Lynksystems3.When configure

d it works as follows:

1. Each EDC Index has its own autosetlle program: AlohaEDC(AutoSettle..Exe, AlohaEDC(AutoSettle2..Exe,

AlohaEDC(AutoSettle3..Exe

2. Each EDC Index will have its own Scheduled Task to run it. This is designed where different Concept (using different EDC

Indexes) have different business close times..

3. You should never sechedule more than one settlemetn to run at the same time. Separate by at least 15 minutes..

4. If you run Mult-Index, you cannot run Split Processor..



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Install Utility - Manual Method

What Is It?What Is It?What Is It?What Is It?

AlohaAlohaAlohaAlohaEDCAutoSettle-InstallEDCAutoSettle-InstallEDCAutoSettle-InstallEDCAutoSettle-Install....ExeExeExeExe allows for the manual installation for single server as needed use. The installation is self-guided and easy to follow. Your license is built-in to your copy. Even though the installer is named the same, it is

different and shoudl not be shared. You can install auto-settle for one processor, for more than one processor (Split

Processor) or multiple instances of the same processo,r e.g. (RBSLynk, RBSlynk2,.

UsageUsageUsageUsage (Command line arguments)(Command line arguments)(Command line arguments)(Command line arguments)

AlohaEDCAutoSettle-Installer.Exe {No arguments}

BefoBefoBefoBefore re re re You InstallYou InstallYou InstallYou Install

1. AdministratorAdministratorAdministratorAdministrator: Aloha Aloha Aloha Aloha EDC Auto Settle EDC Auto Settle EDC Auto Settle EDC Auto Settle Utility InstallerUtility InstallerUtility InstallerUtility Installer must be installed by a Windows Administrator. You must

also know a administrator's user name and password during the installation to setup a scheduled task.

2. SourceSourceSourceSource: The Aloha Aloha Aloha Aloha EDC AutoEDC AutoEDC AutoEDC Auto Settle Settle Settle Settle Utility Utility Utility Utility MUST BE installed from the Aloha Aloha Aloha Aloha EDC Auto Settle EDC Auto Settle EDC Auto Settle EDC Auto Settle Utility InstallerUtility InstallerUtility InstallerUtility Installer.

3. ProcessorProcessorProcessorProcessor: The Processor(s) must be setup first in Aloha EDC first and at least one Settlement needs to be in the

Processor's folder. The Installer will look for a SETTLEMENT file that is dated within 14 Days of the installation. Installing on a Combo TerminalInstalling on a Combo TerminalInstalling on a Combo TerminalInstalling on a Combo Terminal: The Aloha Aloha Aloha Aloha EDC Auto Settle UtilityEDC Auto Settle UtilityEDC Auto Settle UtilityEDC Auto Settle Utility will run on a Combo Server/Terminal..

4. Firewall, White List and Anti-Virus ProgramsFirewall, White List and Anti-Virus ProgramsFirewall, White List and Anti-Virus ProgramsFirewall, White List and Anti-Virus Programs: The Compiler used by BSGBSGBSGBSG for Aloha EDC Auto Settle Utility can

result in "unauthorized" or "false positiveî" Trojan errors that prevent the program from running.

a. For NSS and other Security Methods using a White ListFor NSS and other Security Methods using a White ListFor NSS and other Security Methods using a White ListFor NSS and other Security Methods using a White List: The 3 Files for Aloha Log Repair should be added

as authorized software. CCCContact NSS Support at [email protected]

and request the program files for the Aloha Aloha Aloha Aloha EDC Auto SettleEDC Auto SettleEDC Auto SettleEDC Auto Settler Utilityr Utilityr Utilityr Utility be added to the White List. (See Page 12)

b. For AVG, Norton, MSE, and other Anti-Virus SoftwareFor AVG, Norton, MSE, and other Anti-Virus SoftwareFor AVG, Norton, MSE, and other Anti-Virus SoftwareFor AVG, Norton, MSE, and other Anti-Virus Software: Add the folder the program is installed in to the E

xception List for that protection software. Recommended is to install to the Aloha Bin folder and Exempt th

e Aloha folder in the anti-virus program. (See Page 12 for Program File List)

DirectionsDirectionsDirectionsDirections

1. Download this Installer and run it. Preference is the AlohaUpdates folder, but it can be installed from anywhere.

2. Start the installer.

mailto:[email protected]



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3. Select 1 to beign the installation.

4. Select the folder to install in. The default is %IBERDIR%\Bin. If a different location is needed, answer "N" to the

location question and uyou will be prompted to enter the destination folder.

5. The Installer will ask if there is an EDC AutoSettle processor to be dededede----activatedactivatedactivatedactivated. This is for a Site where the utility is being used and they are switching Processors. You want to stop one and start another. The default

answer for this is N.

6. If a Custom-Remove Was Purchased: The Installer will remove or neutralize an existing auto settle routine.

7. The Installer will next launch Discovery Mode. The installer wil query this Alaha Server against a know list of

Processors. Important:; A Processor must be setup FIRST in EDC, and at least one Settlement needs to have

been done in the last 14 days to order to install the AAAAoha oha oha oha EDC Auto SettleEDC Auto SettleEDC Auto SettleEDC Auto Settle Utili Utili Utili Utilitytytyty.

a. The no active processors are discovered, the Installer will generate an Error and Exit.

8. If one or more processors are discovered, you will see the following Processor Pick Menu:

Notice the blueNotice the blueNotice the blueNotice the blue star star star star(((( ****)))) in the in the in the in the sssscreen creen creen creen shot shot shot shot above. above. above. above.

ThaThaThaThat t t t indicates indicates indicates indicates which Processor(s) which Processor(s) which Processor(s) which Processor(s) DiscoveryDiscoveryDiscoveryDiscovery found active found active found active found active and and and and installinstallinstallinstallableableableable

....

9. Select the Processor to install.

10. When done, you are asked if there is a 2nd Processor (Split ProcessorSplit ProcessorSplit ProcessorSplit Processor) for this Site?

a. If Yes, you are talembacl to Step 7 and select the 2nd Processor. (Max 2 Processors for this feature)

b. If No, the program asks if their is a Second Index for this Site? If yes, you will be prompted to install it.

If no, the Installer goes to the next step.

Install Utility – Change Processor

When a site changes processors, it is necessary to tell the Aloha EDC Auto Settle Utility to stop trying to settle the Processor no longer being used. To do this, follow the instructions below.

1. Download and start the AlohaAlohaAlohaAlohaEDCAutoSettle-InstallEDCAutoSettle-InstallEDCAutoSettle-InstallEDCAutoSettle-Install.Exe.Exe.Exe.Exe....

2. When prompted if there is a "Processor To Remove" select Y. 3. You will be presented with a menu as shown above on this page except it will have a red background.

4. Select the processor to remove.

5. Continue and set the new processor and reinstalled the Scheduler.



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The Installer will ask for the information to schedule a Windows Task to run the Aloha EDC Auto Settle Utility.

The screen will tell you when Aloha EOD is running. IF BSG's Secure EOD Utility is installed, it will tell you when that is running. It will ask what time to settle the batch?

Ideally, schedule Aloha EDC Auto Settle to run afterafterafterafter EOD and beforebeforebeforebefore other processes.

11. Enter the Windows User with Administrative Rights to run this Scheduled Event..

12. Enter the password for this Windows User. 13. The Installer will ask that the entered informaton is to be used, or it needs to be re-entered. 14. The Windows Scheduled Task will be created. When done, it will signal that it was sucessfull or that it failed.

15. Enter a Windows User who has Administrative Rights. (This is used to Schedule this auto settle task)

16. When complette, the Installer will ask if there is another Index to be setup for this stie. If no, the Installation is

complete. If yes, the Installer goes back to the top and runs the Installed for the next Index.

The The The The InstasllerInstasllerInstasllerInstasller logs it's actions to Debout logs it's actions to Debout logs it's actions to Debout logs it's actions to DeboutEDCEDCEDCEDCAutoSettle.Txt in the TMP folder for troubleshooting.AutoSettle.Txt in the TMP folder for troubleshooting.AutoSettle.Txt in the TMP folder for troubleshooting.AutoSettle.Txt in the TMP folder for troubleshooting.



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Install Utility - Unattended Method


AlohaEDCAutoSettle-InstallAlohaEDCAutoSettle-InstallAlohaEDCAutoSettle-InstallAlohaEDCAutoSettle-Installerererer.Exe.Exe.Exe.Exe will install the Aloha EDC Auto Settle Utility using NCRNCRNCRNCR Deploy Manager Deploy Manager Deploy Manager Deploy Manager.

This allows for unattended Mode creates a single Windows Scheduled Task to settle every processor folder it finds

where a settlment has occured in the last 14 days. (This eliminates legacy processors still on the Aloha Server)

Close+OneClose+OneClose+OneClose+One is a installation feature which tells the Installer to take an Aloha System's EOD, the make the settlement time one hour later..

A NCRNCRNCRNCR Deploy Manager Deploy Manager Deploy Manager Deploy Manager Custom Deploy must have a common Windows Administrator account and password.


AlohaEDCAutoSettle-Installer.exe Unattended aa:bb cccccc ddddd eeee ffff

Where aaaaaaaa:::::bb:bb:bb:bb is the batch settlement start time (in military and with the "::::"""") Format: 03:00

► To use Close+OneClose+OneClose+OneClose+One, substitute 99:99 for the time. Time will be 1 Hour after EOD) Enter: 99:9999:9999:9999:99 ◄ Where cccccccccccccccccccccccc is the Windows user with admin rights to create a scheduled task. Format: aloha

Where dddddddddddddddddddd is the Windows admin user's password. (Case Sensitive) Format: hello

OptionOptionOptionOptional Argumentsal Argumentsal Argumentsal Arguments::::

Where eeeeeeeeeeeeeeee is the Customer Awareness Message (InactiveInactiveInactiveInactive Ver 4..3+) and waits for an end-user. Enter: NOVERBOSE

Where ffffffffffffffff is the install-to folder. . (Defaut is %IBERDIR%\Bin) Format: D:\AlohaUtilities

Note: If using ffffffffffffffff and NO Customer Awaremenss Message is wanted, enter NOVERBOSE for eeeeeeeeeeeeeeee . Do not skip entering eeeeeeeeeeeeeeee.

Remember to place a space between arguments. A missing or incorrect value will fail an install.

Command String Examples:

To Settle using the Close+One Close+One Close+One Close+One where a Windows Administrator account is “Aloha” with a password of “ hello”:

AlohaEDCAutoSettle-Installer.exe Unattended 99:99 aloha hello

To Settle at 5:15am where a Windows Administrator account is “Aloha” with a password of “ hello”:

AlohaEDCAutoSettle-Installer.exe Unattended 05:15 aloha hello

To Settle at 11:45pm, install to a folder off Aloha named Utilities, and where the user is “Aloha” and password “al0ha”:

AlohaEDCAutoSettle-Installer.exe Unattended 23:45 aloha al0ha NOVERBOSE %Iberdir%\Utilities



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ProcessProcessProcessProcess

1. The installer works through a list of the 17 Processors Platforms Aloha EDC supports for a SETTLED file in that

processor's folder. (If a site has split processors (more than one), each processor is scheduled)

2. A SETTLED file is subject to a date test. If the file is more than 14 days old, the processor is considered INACTIVE and the installer skips it.

Unattended Unattended Unattended Unattended Installatoin Installatoin Installatoin Installatoin Mode supports setting Mode supports setting Mode supports setting Mode supports setting Split Processor (2 Max) only.Split Processor (2 Max) only.Split Processor (2 Max) only.Split Processor (2 Max) only.

3. The installer removes a current auto settle program if this custom was purchased.

4. The installer creates a Windows Scheduled Task based on the parameters passed.

5. The installer writes to the DeboutEDCAutoSettle.Txt for accountability and troubleshooting.

6. If the installer fails, it will create the flag file AUTOSETTLEINSTALLERROR in the TMP folder to be monitored

by NCR Command Center Alerts.

7. The installer deletes itself when done.

To Continue Go to Use NCR Deploy Manager for Unattended Implementation

Go to How to Request A Custom NCR Command Center Alert



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Install Update - Manual Method


AlohaEDCAutoSettle-Installer.ExeAlohaEDCAutoSettle-Installer.ExeAlohaEDCAutoSettle-Installer.ExeAlohaEDCAutoSettle-Installer.Exe will install updates to the Aloha EDC Auto Settle Utility by downloading the installer

to an Aloha Serve where this program is installed, then running the Upodate menu selection.

DirectionsDirectionsDirectionsDirections

1. Download this Installer and run it. Preference is the AlohaUpdates folder, but it can be installed from anywhere.

2. Start the installer. (See Menu Image on Page 7) 3. Select Opton 2.

4. The Updater will install the program and (if needed) license update).

5. The Installer will delete itself when done.

Install Update - Unattended Method What Is It?What Is It?What Is It?What Is It?

AlohaEDCAutoSettle-Installer.ExeAlohaEDCAutoSettle-Installer.ExeAlohaEDCAutoSettle-Installer.ExeAlohaEDCAutoSettle-Installer.Exe will install updates to the Aloha EDC Auto Settle Utility using NCRNCRNCRNCR Deploy Manager Deploy Manager Deploy Manager Deploy Manager

for Aloha Servers where the Aloha EDC Auto Settle Utility is installed. The Updater will automatically abort if it does

not find the program and license.


The rules for Update Mode are the same as Unattended except there is only one optional argument.

AlohaEDCAutoSettle-Installer.exe Update aaaa

OptionOptionOptionOption::::

Where aaaa aaaa aaaa aaaa is the install folder.. (Defaut is %IBERDIR%\Bin) Format: D:\AlohaUtilities

To Continue Go to Use Radiant Deploy Manager for Unattended Implementation



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Installer- Help Mode

AlohaAlohaAlohaAlohaEDCAutoSettleEDCAutoSettleEDCAutoSettleEDCAutoSettle-I-I-I-Installer.Exenstaller.Exenstaller.Exenstaller.Exe contains this User Guide for convenience of accessing it as reference material when

needed

This User Guide requires Adobe Acrobat Reader to be installed in order to open.

This User Guide will be placed in the local user's Windows TEMP folder and opened. It will remain there in case it is

needed again. To remove it after use, manually delete the file.

UsageUsageUsageUsage (Command line arguments)(Command line arguments)(Command line arguments)(Command line arguments) AlohaEDCAutoSettle-Installer.exe Help or run the program in Manual Mode and select option 3.

OptioOptioOptioOptionsnsnsns::::

There are no options for Help Mode.



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Use NCR Deploy Manager for Unattended Implementation

1. Log on to NCR Command Center.

2. Go to Deploy Manager.

3. If a custom AlohaEDCAutoSettle Event exists: Highlight that event. Right mouse clickand select ”Remove

Custom”

4. Right mouse click in the top right box on the screen and seclect ”Add Custom”"

5. Create a Custom Deploy Event

� Type is BOH � Name must be entered as indicated in the box below for the Utility to work properly.

(Must be exactly this)

� Version is ”4.3” (Must be exactly this)

� For UNATTENDED Mode: the Name is “AlohaEDCAutoSettle”

� For UPDATE Mode the Name is “AlohaEDCAutoSettleUpdate”



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� Filename is the location of the AlohaEDCAutoSettle-Installer on your PC.

� For Arguments:

� Press OK to save this Cstom Deploy event.

6. Use NCR Deploy Manager to schedulie this custom deploy for Aloha Systems to update.

Consult the NCR Deploy Manager manual for more details.

� For UNATTENDED Mode: Use Arguments on Page 10.

� For UPDATE Mode: Use Arguments on Page 12.



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How To Request A Custom NCR Command Center Alert

A. For EDC Unattended Install Error

1. In NCR Command Center click on Contact, then submit the following request:

2. After you get confirmation that the Alert has been created, notify Support Team using NCR Command Center to

settheir filter to look at this Custom Alert.

B. For Batch Settlement Error

Follow the instructions in "A" above. For "Please enter the status notes for this incident:" write:

Request for Custom Alert: If the file EDCSETTLEERROR exists in %IBERDIR%\TMP Generate the Alert Message: “Aloha EDC Batch did not settle.”



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Using Aloha EDC Autosettle When Changing Processors

1. The Aloha EDC Auto Settle Installer is used to Stop settlment requests to one processor and set it up for a new

one. This is helpful when an existing customer changes from one processor to another. 2. Download the installer and refer to the instructions in the section Manually Configure AlohaEDCAutoSettle

S tep 6 in this Resource Guide for removing an existing processor.

Program Files

AlohaEDCAutoSettle-Installer.ExeAlohaEDCAutoSettle-Installer.ExeAlohaEDCAutoSettle-Installer.ExeAlohaEDCAutoSettle-Installer.Exe AlohaEDCAutoSettle.ExeAlohaEDCAutoSettle.ExeAlohaEDCAutoSettle.ExeAlohaEDCAutoSettle.Exe

AlohaEDCAutoSettle2.ExeAlohaEDCAutoSettle2.ExeAlohaEDCAutoSettle2.ExeAlohaEDCAutoSettle2.Exe AlohaEDCAutoSettle3.ExeAlohaEDCAutoSettle3.ExeAlohaEDCAutoSettle3.ExeAlohaEDCAutoSettle3.Exe

GetISODate.ExeGetISODate.ExeGetISODate.ExeGetISODate.Exe Marker Files For Each Processor/Store Index

Operating System Platforms Supported

Windows 7, Windows 2008 Server (32 and 64 Bit)

Windows XP, Windows Vista,Windows 2003 Server

Debout Log Entries

The AlohaEDCAutoSettle Utility log activities to Debout.EDCAutoSettle.Txt for troubleshooting and accountability. The

format is based on Aloha Debouts for ease of use. The Debout is located in the Aloha TMP folder.

A Typical Batch Settlement Shows How The Program Works

Apr 12, 05:30:44, [MODE..], "Aloha EDC Autosettle Utility Version 4.4: Program Started." Apr 12, 05:30:45, [RUNDAT], "Run Date: 04/12/2014." Apr 12, 05:30:45, [RUNDAT], "BSG Multi-Site Use License (issued to YOUR COMPANY NAME) displayed." Apr 12, 05:30:45, [PRECHK], "Start System Precheck." Apr 12, 05:30:45, [PRECHK], "End System Precheck." Apr 12, 05:30:45, [PRECHK], "Start Batch Settlement Precheck." Apr 12, 05:31:08, [PRECHK], "Found orphan ANS file(s) in C:\BootDrv\Aloha\EDC. Deleted." Apr 12, 05:31:08, [PRECHK], "End Batch Settlement Precheck." Apr 12, 05:31:15, [SEARCH], "Looking for Aloha EDC AutoSettle Utility Configured Processors to settle." Apr 12, 05:31:18, [PROCES], "Processor To Settle: RBS World Pay (LYNKSYSTEMS)." Apr 12, 05:31:18, [S-TIME], "EDC SETTLED File timestamp before settlement begins: 04/11/2014 08:45 AM." Apr 12, 05:31:22, [TXNCNT], "There are 1773 EDC TXN Files in this Batch." Apr 12, 05:31:24, [SETTLE], "EDC instructed to settle Batch." Apr 12, 05:31:54, [MONITR], "Waiting for settlement to complete: 30 seconds." Apr 12, 05:32:25, [MONITR], "Waiting for settlement to complete: 60 seconds." Apr 12, 05:33:00, [E-TIME], "EDC SETTLED File timestamp after settlement: 04/12/2014 05:32 AM." Apr 12, 05:33:00, [SUCESS], "Batch Settled OK!" Apr 12, 05:33:02, [POSTCH], "Found ANS file after settlement in C:\BootDrv\Aloha\EDC. Deleted." Apr 12, 05:33:09, [RECAP.], "One (1) Processor(s) configured to Settle and one (1) had cards to settle. (Index 1)" Apr 12, 05:33:12, [ADVISE], "No other Processors found." Apr 12, 05:33:15, [MODE..], "Aloha EDC Autosettle Utility Version 4.4: Program Complete."

This This This This BSGBSGBSGBSG Utility uses the ISO 8601 Date/Time Utility uses the ISO 8601 Date/Time Utility uses the ISO 8601 Date/Time Utility uses the ISO 8601 Date/Time--------notnotnotnot the the the the WindowsWindowsWindowsWindows™ Date/Time, Date/Time, Date/Time, Date/Time, which can change format based on a Regional and Language choicewhich can change format based on a Regional and Language choicewhich can change format based on a Regional and Language choicewhich can change format based on a Regional and Language choice, causing the utility to fail, causing the utility to fail, causing the utility to fail, causing the utility to fail. . . .

Using ISO 8601Using ISO 8601Using ISO 8601Using ISO 8601 allows this allows this allows this allows this BSGBSGBSGBSG Utility to function u Utility to function u Utility to function u Utility to function universally, regardless of the default language used.niversally, regardless of the default language used.niversally, regardless of the default language used.niversally, regardless of the default language used.



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Unattended Install using NCR Command Center and Close+OneClose+OneClose+OneClose+One feature

Manual (Menu) Install

Mar 29, 05:01:11, [NEWLOG], "Aloha Log Repair Utility: New Log Created." Mar 29, 05:01:12, [LICENS], "Licensed for use to MY COMPANY NAME By The BSG LLC." Mar 29, 05:01:13, [SITE..], “Site: Unit 1, My Favorite Restaurant, Fort Worth, TX." Mar 29, 05:01:13, [SITE..], "License Key Number: 123456." Mar 29, 05:01:14, [OSINFO], "Aloha Server OS is Windows 7 Pro, 64-Bit." Mar 29, 05:01:15, [ALINFO], "Aloha type is Table Service." Mar 29, 05:01:18, [ALINFO], "EDCPROCPATH is not used." Mar 29, 05:01:18, [ALINFO], "Aloha FOH Version 6.7.47.0 installed at time of log creation.” Mar 29, 05:01:18, [ALINFO], "Aloha FOH Version 6.7.47.0 installed at time of log creation.” Mar 29, 05:01:18, [ALINFO], "Aloha EDC Version 7.0.32.0 installed at time of log creation." Mar 29, 05:01:18, [ALINFO], "EDCProcPath is C:\AlohaEDC\EDC." Mar 29, 05:01:22, [MODE..], "Aloha EDC Auto Settle Utility Version 4.4: Install started in Unattended Mode." Mar 29, 05:01:24, [RUNDAT], "Run Date: 03/29/2014." Mar 29, 05:01:30, [LICENS], "License Agreement Displayed." Mar 29, 05:01:32, [PREREQ], "Arguments passed to Installer appear to be complete." Mar 29, 05:01:35, [SETUP.], "Install Folder is D:\Aloha\BIN." Mar 29, 05:01:36, [SETUP.], "D:\Aloha\BIN exists." Mar 29, 05:01:39, [REMOVE], "Removed/neutralized MY COMPANY NAME’s former batch settlement." Mar 29, 05:01:43, [DISCVR], "Discovery of Active Processors: Started." Mar 29, 05:01:44, [SETUP.], "RBS World Pay (LynksystemsS) EDC folder found." Mar 29, 05:01:44, [SETUP.], "Checked for activity. Found STL file less than 14 Days Old. Processor is active." Mar 29, 05:01:44, [SETUP.], "RBS World Pay (LynksystemsS) is configured." Mar 29, 05:01:48, [DISCVR], "Discovery of Active Processors: Complete." Mar 29, 05:01:49, [DISCVR], "ClosePlusOne time set option selected." Mar 29, 05:01:50, [SCHED.], "ClosePlusOne determined EOD is at 04:30." Mar 29, 05:01:51, [SCHED.], "ClosePlusOne setting Batch Settlement for 05:30." Mar 29, 05:01:54, [SCHED.], "Found existing Windows Scheduled Task for AlohaEDCAutoSettle. Deleted." Mar 29, 05:02:01, [SCHED.], "Windows Scheduled Task will run AlohaEDCAutoSettle at using Admin User bill." Mar 29, 05:02:05, [MODE..], "Aloha EDC Auto Settle Utility Version 4.4: Install Complete."

Mar 29 09:15:22, [NEWLOG], "Aloha Log Repair Utility: New Log Created." Mar 29, 09:15:22, [LICENS], "Licensed for use to ALOHA RESELLER/MAJOR ACCOUNT By The BSG LLC." Mar 29, 09:15:22, [SITE..], “Site: Unit 1, My Favorite Restaurant, Fort Worth, TX." Mar 29, 09:15:23, [OSINFO], "Aloha Server OS is Windows Server 2008, 64-Bit." Mar 29, 05:15:15, [ALINFO], "Aloha type is Table Service." Mar 29, 05:15:18, [ALINFO], "EDCPROCPATH is not used." Mar 29, 05:15:18, [ALINFO], "Aloha FOH Version 6.7.47.0 installed at time of log creation.” Mar 29, 05:15:18, [ALINFO], "Aloha FOH Version 6.7.47.0 installed at time of log creation.” Mar 29, 05:15:18, [ALINFO], "Aloha EDC Version 7.0.32.0 installed at time of log creation." Mar 29, 05:15:18, [ALINFO], "EDCProcPath is C:\AlohaEDC\EDC." Mar 29, 09:15:29, [MODE..], "Aloha EDC Auto Settle Utility Version 4.2: Install started in Manual (Menu) Mode." Mar 29, 09:15:29, [RUNDAT], "Run Date: 08/09/2013." Mar 29, 09:15:35, [LICENS], "License Agreement Displayed." Mar 29, 09:15:39, [SETUP.], "Install Folder is D:\Aloha\BIN." Mar 29, 09:15:48, [DISCVR], "Discovery of Active Processors: Started (Index 1)." Mar 29, 09:15:52, [DISCVR], "Found 1 active processor(s) to be configured for EDC Index 1." Mar 29, 09:15:54, [DISCVR], "Discovery of Active Processors: Complete (Index 1)." Mar 29, 09:16:14, [SETUP.], "RBS World Pay (LYNKSYSTEMS) is configured." Mar 29, 09:16:16, [INSTAL], "Installed AlohaEDCAutoSettle.Exe to D:\Aloha\BIN." Mar 29, 09:16:53, [SCHED.], "Windows Scheduled Task will run AlohaEDCAutoSettle at 04:30 using Admin User Aloha." Mar 29, 09:16:59, [MODE..], "Aloha EDC Auto Settle Utility Version 4.2: Install Complete."



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Troubleshooting AlohaEDCAutoSettle-Installer.Exe, AlohaEDCAutoSettle.Exe, AlohaEDCAutoSettle2.Exe or

AlohaEDCAutoSettle3.EXE can generate a false positive with some Anti-Virus programs.

The Compiler used to create this program has been known to trigger "false positivefalse positivefalse positivefalse positive" alerts from some Anti-Virus (AVG in particular) programs. It may say the program contains a Trojan.

Resolution: Placing the Aloha folder on the AV program's Exception Folders list, and running the program inside the Aloha

folder provides a work around on this issue.

Running 2 unattended BSG Utilities concurrently can result in both not executing.

Resolution: Stagger running of BSG Utilities.

AlohaEDCAutoSettle.Exe generates a Windows Kerne32.Dll message.

Resolution: This has been traced to other installed programs conflicting with the utility. Unless the culprit can be isolated and

removed, a workaround is to trigger the autosettle using Winhook.

Program will not run.

Resolution:

1. Make sure your are logged on as a Windows Administrator if installed. 2. Make sure the Windows Scheduled Task is linked to a Windows Administrative User Account.

3. Make sure Local Security Policies allow the Windows User to install and/or run programs.

4. If an Anti-Virus program is installed, make sure the install folder is excluded. 5 Make sure Domain Policies are not blocking it from running.

6. Makle sure Firewall Policies are not blocking it from running. 7. Make sure it is not already running.

AlohaEDCAutoSettle-Installer.Exe or AlohaEDCAutoSettle.Exe appears to stay on the

first “LOADING INSTALLER – PLEASE WAIT (1 of 2) screen for a long time.

Resolution: This utility does an aggressive interrogation of the OS using Microsoft tools when first started. It appears that either the Processor/Memory installed or Security Programs installed slow this process, thus causing the delay. It ultimately continues.



Page 22

License The AloAloAloAloha EDC AutoSettle Utilityha EDC AutoSettle Utilityha EDC AutoSettle Utilityha EDC AutoSettle Utility is created by the Bradley Services Group LLC. It is not a product of NCR Corp. The program runs independently of Aloha POS And Aloha EDC, but uses Aloha EDC features to automatically initiate the Settlement Process.

This is purchased software. It is sold wiith a a one--time unlimited Distributor License for the NCR Hospitalitiy Partner, NCR Local Office, and for Self-Supporting Aloha Large Accounts. For Distributors, this means one License per Office Location. This license gives

the purchaser the ability to use it for existing and future Aloha Sites installed by the Distributor or Large Account.

This product is also sold with a Single Aloha Site license that provides it to be installed on one Aloha System. The software is licensed to the Aloha Site in this case.

This product is not shareware or freeware. It is not to be distributred or shared with other companies or branch offices without purchase by that entity.

Point Maintenance Updates are released when needed. Maintenance Releases are provided at no cost. Feature releases are

provided for an upgrade price announced with that update.

Software is provided "as is" and is provided with no warranties or guarantees.

Support Support is provided to the Aloha Reselle/Large Account via email to [email protected].

Describe the nature of the issue or question and attach a zipped copy of the Debout.EDCAutoSettle.Txt.

During the first year support and software corrections are provided at no cost for fixes and instruction. After that, support is billed

on a per call basis.

AAAAloha EDC Auto Settle Utilityloha EDC Auto Settle Utilityloha EDC Auto Settle Utilityloha EDC Auto Settle Utility (C) (C) (C) (C) 2012012012011-2011-2011-2011-2014444 The Bradley Services Group LLC. All Rights Reserved. The Bradley Services Group LLC. All Rights Reserved. The Bradley Services Group LLC. All Rights Reserved. The Bradley Services Group LLC. All Rights Reserved. Aloha POS, Aloha Manager, Aloha POS, Aloha Manager, Aloha POS, Aloha Manager, Aloha POS, Aloha Manager, Aloha EDC, Radiant Aloha EDC, Radiant Aloha EDC, Radiant Aloha EDC, Radiant Command Center and Deploy Manager are the trademark and property of Command Center and Deploy Manager are the trademark and property of Command Center and Deploy Manager are the trademark and property of Command Center and Deploy Manager are the trademark and property of NCR NCR NCR NCR CorpCorpCorpCorp........

PC PC PC PC Operating SystemOperating SystemOperating SystemOperating Systems are the trademark and property of Microsoft, Inc.s are the trademark and property of Microsoft, Inc.s are the trademark and property of Microsoft, Inc.s are the trademark and property of Microsoft, Inc.

The Bradley Services Group LLC (“BSG”) develops products for and provides service tnc NCR Hospitality Professionals worldwide. Founder Bill Bradley is also the Senior Technology Partner at and co-founder of Advanced Hospitality Systems—a New Jersey NCR/Aloha Reseller. Bill has over 1000 Aloha installs under his belt. He has worked with the Aloha Product since 1998. Bill started his career with MICROS Systems in the mid-80’s. The ability to work as a reseller and also as a consultant, translates into solutions and advice that are rich in practical experience with a global perspective. The Bradley Services Group is based on Florida’s Treasure Coast. Find Bill Bradley on LinkedIn!

http://www.linkedin.com/pub/bill-bradley/5/a79/149

Aloha EDC Autosettle Utility Resource Guide EDC Autosettle... · About Aloha EDC Auto Settle Daily Operation 7 Install Aloha EDC Auto Settle-Manual Method 9 Install Aloha EDC Auto

Documents

Aloha EDC Autosettle Utility Resource Guide EDC Autosettle... · About Aloha EDC Auto Settle Daily Operation 7 Install Aloha EDC Auto Settle-Manual Method 9 Install Aloha EDC Auto