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Preparing your POS station for ROLLER

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This article contains a step-by-step guide on preparing your point of sale (POS) station ready for ROLLER staff to begin a hardware install. 

All the steps below will need to be completed before ROLLER staff can finalize the hardware install. Failure to complete these steps will result in your hardware install not going ahead as planned. 

If any of the steps aren't applicable to your specific setup please skip and continue on. 

In this article:

  1. Connect all your hardware
  2. Ensure you are logged into a Windows user with administrator privileges
  3. Ensure you're running on Windows 10 and there are no updates to be done.
  4. Install TeamViewer
  5. Download Google Chrome and configure settings 
  6. Configure computer settings
  7. Uninstall unnecessary software
  8. Clean up your desktop
  9. Download and install printer drivers
  10. Trigger cash drawers to pop automatically (if applicable) 
  11. Download and install ROLLER Connect

1. Connect all your hardware 

This includes:

  • POS/Computer
    • Power cable
  • Receipt printer
    • USB or Ethernet cord connected
    • RJ11 into cash drawer
    • Power cable
  • Keyboard
    • USB connected
  • Mouse
    • USB connected
  • Card terminal
    • Plug USB into the computer (if applicable)
    • Connect card terminal to WiFi network (if applicable)

Please ensure all devices, printers and terminals are also turned on and running prior to ROLLER's hardware install. 

2. Ensure you are logged into a Windows user with administrator privileges

To double-check that you're logged in as an administrator 

  1. Click the Start menu
  2. Click the User icon
  3. Select Change account settings

    Screen_Shot_2020-05-18_at_1.36.09_pm.png

  4. Under Your info you should see your username and it should say Administrator

    Screen_Shot_2020-05-18_at_1.30.29_pm.png

ROLLER must run on a user with administrator privileges

3. Ensure you're running on Windows 10 and there are no updates to be done

How to check if you need to do an update:

  1. In the Windows search bar type Check for Updates​ and click the best match.

    Screen_Shot_2020-05-19_at_10.07.43_am.png
  2. Click on the grey Check for Updates​ button and Windows will run a check.
    You need to click this even if it says You’re up to date​ when it first loads.
  3. It will say Updates Available​ if there are updates to be done, and they will happen now. This may take some time.

    Screen_Shot_2020-05-19_at_10.03.47_am.png
  4. Once the updates are completed you will need to restart the computer. This can also take some time.
  5. There may be more updates to do, so repeat steps 1 to 4 until you get the message You’re up to date​ after pressing Check for Updates.

4. Install TeamViewer

  1. Download TeamViewer by clicking this link
  2. Once downloaded click the file to begin the installation
  3. If you are prompted to Run or Save, select Save
  4. Open the Downloads folder and run the TeamViewer_Setup.exe file
  5. Select Basic installation
  6. Select Personal Use > click Accept > Finish
  7. Once the installation is complete run the TeamViewer application
  8. On the TeamViewer default screen tick the checkbox to Start TeamViewer with Windows

    Screen_Shot_2020-05-18_at_1.49.24_pm.png

  9. Go to Extras tab and select Options

    Screen_Shot_2020-05-18_at_1.49.43_pm.png

  10. Select the Security tab and set the Password to be a secure password. Repeat this in the Confirm password field and then click OK to save. Remember to share this with your ROLLER CSM over the phone.

    Screen_Shot_2020-05-18_at_1.50.19_pm.png

5. Download Google Chrome and configure settings 

  • Download Google Chrome by clicking h​ere
  • Make Chrome your default browser
    1. Click the Start menu
    2. Type Default apps

      Screen_Shot_2020-05-18_at_2.00.14_pm.png
    3. At the bottom, under Web browser click your current browser (typically Microsoft Edge).

      Screen_Shot_2020-05-18_at_2.01.01_pm.png
    4. In the Choose an application window, click Google Chrome.

      Screen_Shot_2020-05-18_at_2.01.13_pm.png
  • Turn off Google Chrome pop-up blockers
    1. Copy this link chrome://settings/content/popups & paste into your browser to access Chrome Pop-ups & redirects settings
    2. Un-check Blocked (recommended)

      Screen_Shot_2020-05-18_at_2.09.22_pm.png
  • Remove auto-fill from Chrome
    1. Copy this link chrome://settings/autofill & paste into your browser to access Chrome Auto-fill settings
    2. Disable all auto-fill settings for Passwords, Payment methods, and Addresses and more by clicking into them individually
  • Bookmark the pages below by clicking the links then clicking the star button:

    Screen_Shot_2020-05-18_at_2.19.23_pm.png
  • Set the startup page to open ROLLER POS
    1. Copy this link chrome://settings/onStartup into your browser to access Chrome startup page settings
    2. Select Open a specific page or set of pages
    3. Add this link: https://pos.roller.app/
      Screen_Shot_2020-05-18_at_2.21.32_pm.png
 

6. Configure computer settings

  • Disable USB Selective settings & change sleep settings to never
    1. Click the Start menu and type Edit Power PlanScreen_Shot_2020-05-18_at_2.37.35_pm.png
    2. Select Edit power plan

      Screen_Shot_2020-05-18_at_2.27.09_pm.png
    3. Change all four drop-down options to Never
      Screen_Shot_2020-05-18_at_2.31.03_pm.png
    4. Click Change advanced power settings
    5. Click USB Settings to expand and then click USB selective suspend setting
    6. Disable both On battery and Plugged in and then click Apply and then OK  to save the changed

6. Uninstalling software

  1. Click the Start menu and type Add or remove programs

    Screen_Shot_2020-05-18_at_2.41.33_pm.png

  2. Click the best match for Add or remove programs 

    Screen_Shot_2020-05-18_at_2.41.51_pm.png

  3. Search for the following list of software and click uninstall for each:
    • Microsoft OneDrive
    • HP Client Security Manager
    • HP Client Access Manager
    • HP Support Assistant
    • Remove any old POS Software 

8. Clean up desktop

  1. Delete any unused icons from your desktop
  2. Unpin unused icons from taskbar by right-clicking on the icon and selecting Unpin from taskbar

9. Download & install printer drivers

If you've purchased an EPSON Thermal Receipt Printer please refer to this article for assistance.

If you're not using an EPSON printer and unsure how to complete this step please contact your IT/technical support representative. 

Once you've downloaded and installed your printer drivers, you should be able to successfully do a test print. 

Once you have done a successful test print, please make your receipt printer is set as your default printer. 

 

10. Trigger cash drawers to pop automatically (if applicable) 

View the article for instructions on setting up your cash drawer to pop automatically. 

If you're having issues getting your cash drawers to pop, please check out our troubleshooting guide. 

 

11. Download & install ROLLER connect

See a step-by-step guide to download and installing ROLLER Connect.

 

 

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