Suggested Installation Procedures

Preliminary on-site check

 Ensure that the site has electricity at all the stations you will need to power (Server, Printers, Ipads, Etc.), and
that the each outlet you are using has surge protection
 Ensure the site has internet, and that it is not being filtered the location you plan on connecting. It is usually be
st to simply connect directly to their ISP’s modem. Make sure there is no firewall settings on ISP’s modem what
could block the POS operation. Also, ensure that the modem and Ethernet connection have proper surge
protection.
 Test all the Ethernet cabling in the building. It is always recommended to run new wires to each location, and
once cable for each needed device. This provides a backup, and removes the need for additional hardware like
switches. Also, walk the length of any cable to ensure you know where any other switches could be in the
building these will need to be replaced during installation to avoid any settings from a previous network.
 Measure the distance between access points for your router. Most will not go much further than about 25ft
with an unobstructed view.
 Check the Modems IP address to ensure that the router you are using is not programmed to use the same
Subnet.

Stage the system prior deliver on-site!

Set and stage the server and all equipment prior to installation to ensure everything is working properly, and to
cut down time at the customer’s site.  Check and test the following:
 Server Intel NUC:
o Shortcuts has created in browser for BOH
o BOH load in on the latest stable version.
o Server’s IP address is static in router and set in each Ipad with proper path (war) name.
o Daily database backup is using the right path (/home/user/dumps/cleanup_backup.conf – instance and
database name)
o Setup your Cloud Backup and SD card backup as well at this time. Leave it running and ensure it
uploading the backup correctly.
o Teamviewer12 is installed and ID with unattended password sent to Edgeserv
o Restart server and setup auto turn on in case of power failure in the machines BIOS.
o Test VPN connection (provided by Edgeserv).
 Printers:
o All printers have static IP – in printer and router both.
o Bixolon and Star printers:
 Setup printer in Cups and print a test page
 If using Bixolon 275 then login to the printer settings (type IP address of the printer into the
Browser) and set inactivity time to 10!
 Each printer Cup’s address is saved in the BOH Print Settings, and test again.
o Epson printers IP address is set to BOH Print Settings.
o NOTE about Epson Printers! They can only be paired with one database. If you ever attempt to connect it
to a second database you must factory reset the printer, and run a command on the server to clear Epson
settings.
o Cash drawer cable is connected with the correct direction.
o Print items from every category and check if it’s print to the right kitchen printer
o Print a check and verify the restaurant information on it (i.e.: logo, name, phone number…etc.) Confirm
this with the owner.

 Menu and users:
1. Menu should be already previewed and approved by the restaurant
2. Every menu item has a price and proper modifiers, visibility time interval etc.
3. Tax is correct.
 4. User roles are created with users.
5. Job roles and overtimes rules are set.
6. Check the documentation for more details on setting up users and job roles.
 Setup Sections
o Create all the appropriate sections you will need in the restaurant for Table, Delivery, Bar Tabs, and any
Togo or Online orders.
o Work with owner to ensure each section has the proper workflow they desire
o Assign kitchen printing behavior for the sections and job roles if needed.
o Do not assign job roles to sections unless you only want specific users to have access (no assigned Job
Roles in a section means it applies to all).

 Credit Card terminals/readers
o Payment settings are correct in BOH admin/payment_settings_editor.xhtml.
o Batch settings are correct in BOH admin/system.xhtml.
o Card Readers added in BOH System/Card Readers.
o Credit Card Terminals has static IP address set on the reader AND the router.
o Test each terminal/card reader with a transaction and adjust tip on each on them.
o Leave transactions until auto-batch and check deposit next day!
o For any Customer Facing Display card readers add any desired Idle Images and ensure that items display
on the screen as they are being ordered.
 Ipad:
o Basic configuration is done and Edgeserv App is installed.
o Server time and Ipad time is correct and match (sometimes time zones don’t match).
o Every Ipad activated in BOH System/Terminals, and proper CC reader is paired with it.
o Login each of them and do a test transaction.
o Ipad’s default printer assignment is correct. Print something from every Ipad to the assigned printer.
o Open Cash Drawers with No Sale button
o Assigned credit card terminals are correct (BOH System/Terminals).
o Setting up passcode and guided access suggested.
o Login with your or the merchant apple ID on every Ipad.
o If you are using multiple access points try browsing the internet (like a streaming video) and disconnect, and
reconnect different access point to ensure it can automatically switch between them properly.
 Online Ordering / Web Menu / Dine-In
o Create a separate Menu/Carte for the additional ordering services, and ensure the Sub-System Visibility
is set correctly between those for better management.
o Take note of any workflow procedures that may need to be altered to help with online ordering (like
Drink Flavor, and other options that could be needed)
o Place an order through the online ordering and ensure it goes through to the ipad and kitchen printers.
o Check if the online CC payment processed and batched correctly.
o Give the owner the links so they may place them online where they want when ready. It is advised to
wait a few days after their initial live day before also activating their online ordering to help iron out
menu programming and the like.
o If you are using Dine In also create any desired links or QR codes to enter the table orders.

After staged system moved to merchant site:

 At the site, clear a space for the server, the monitor, and the router.
 Connect the computer to the router, and the router to the merchant ISP’s modem. Suggested to use a
surge protector on Ethernet line and on the power line as well.
 Ensure that you can launch the Back Office (BOH) and connect to the internet on the server without issue.
 Connect an access point and make sure you can login into the Edgeserv software with an ipad.
 Mount/Install all the Monitors, Router, Switches, and AP’s in the Office (where the server is installed as needed)
  If the customer has a previous system, all of this can and should be done, prior to disconnecting their ol
d system in case there are any issues.
 Connect customer office printer – however suggested to use any other computer for BOH purpose.

Installation: Workstation (with AP’s)

 If a switch is needed at this workstation first connect it and find a place to secure it and the needed ethern
et cables.
 Install/Mount any battery backups here before added any devices. It is recommended to use a battery back u
p at every location.
 Setup the Access Point, once it connects test that you can access the internet from an ipad at this location,
and that the signal is strong.
 Connect any Printer, Cash drawers, or card reader needed at this location. As long as the network cables
are good, and everything was staged beforehand all devices will connect and be ready without issue.
o If there is an issue, it can sometimes be cause by one device connecting before another. Be sure that the
server and router are still connected, then the AP, then the printers and card readers.
 The printers should already be setup and ready from the staging.
 Test the credit card terminals/readers one more time; make sure it’s connected to the right Ipad and prints
to the right printer.
 Run a test credit card transaction, adjust the tip, and batch it. Some ports might have been missed.
 Secure all loose wires and permanently mount all devices. You do not want anything to be able to move
and become disconnect.
 It is also advised to cover (with tape or plugs) any unused Ethernet ports on your router and switches to
prevent anyone from connected unwanted devices to the network.
o Many owners may not know where they want certain devices until they have begun using, so ask if they
would like you to wait until after the first live day to permanently mount anything.
 Test all devices at this work station to ensure they work as intended.

Installation: Kitchen Printers

 Plug the kitchen printer into the network, and the power for the printer into a battery backup.
 Secure all cables and find a secure place to mount the printer so that it cannot be knocked down.

Final check list before site go live

(After installation sites are not always going live immediately, suggested steps before live day)

 Server, router, APs and every printer connected to a battery backup.
 Training sales and login information are deleted!
 Internet is accessible from Server and all Ipads.
 Wi-Fi signal is strong in the whole area.
 All Ipads are charged and you can print a check to the assigned receipt printer, cash drawers
open with No Sale button.
 Verify restaurant information on the check.
 Wired and mobile credit card terminals/readers are charged and turned on.
 Make a test payment.
 Re-sync any Online, Web Menu, or Dine In menus you have created.
 Print a few items to the Kitchen/Bar.
 Make sure printers have a full roll of paper and the correct paper.
 Confirm auto batch time.
 Restaurant staff has a login number. Managers should not do server work under a manager
number, only overrides.