InsAlotallation Process for ha v6.4

Table of ContentsAbout Aloha v6.4..................................................................................................................... 3

Preparing to Install Aloha v6.4 ............................................................................................. 4Updating the Operating System........................................................................................... 6Configuring the Aloha Network ............................................................................................ 8

Installing Aloha v6.4 on the BOH File Server.......................................................................... 9Activating Remote File Storage ......................................................................................... 19

Installing Aloha v6.4 on a FOH Terminal .............................................................................. 21Page 1

Copyright 2008, Radiant Systems, Inc. The information contained in this publication is confidential andproprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored in aretrieval system, or translated into any language, in any form, by any means, without written permission ofRadiant Systems, Inc.

Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors contained inthis publication. Changes are periodically made to the information herein; these changes will be incorpo-rated in new editions of this publication. Any reference to gender in this document is not meant to be dis-criminatory. The software described in this document is provided under a license agreement. The softwaremay be used or copied only in accordance with the terms of that agreement.

Radiant Systems, Inc., 2008. All Rights Reserved. ALOHA is a U.S. Registered Trademark of RadiantSystems, Inc. Microsoft, and Windows are registered trademarks of Microsoft, Inc. Installation Process for Aloha v6.4 Page 2

About Aloha v6.4This guide provides a basic best practice approach to installing Aloha v6.4, and is intended for installa-tion technicians and IT personnel with strong experience and familiarity with the Aloha system and its gen-eral configuration requirements.

Due to the general complexity of the working environment of the Aloha system, you must adapt the infor-mation in this document to address all aspects of your specific installation, taking differences into account.You must also address any third-party software in use in your installation, such as external applicationsexchanging financial or other information with the Aloha system.

Aloha v6.4 at a GlanceCore Product Aloha QuickService and Aloha TableServiceSeparate License Required? Yes, a standard security key is required for Aloha version 6.x. Operating System Requirements You cannot install Aloha v6.4 unless specific operating system

requirements are met, as summarized in Updating the Operat-ing System on page 6.

Aloha Network Requirements You must configure the Aloha network, as outlined in the appro-priate RKS document for the operating system in use. Refer to Configuring the Aloha Network on page 8.

Other References The Radiant Knowledge System provides multiple documents pertaining to the best practices for installing Aloha on each spe-cific operating system. Installation Process for Aloha v6.4 Page 3

Preparing to Install Aloha v6.4

This section summarizes the steps to take as you prepare for this installation. Use the tables in this docu-ment to identify and obtain the updates you need to install, prior to beginning the actual installation. Con-sider the function and the operating system of each computer in the network, as you prepare your list ofupdates to obtain.

1. Obtain the two Aloha v6.4 Installation CDs from Radiant Systems, Inc., or download the two .iso Aloha Installation CD images from the Radiant Systems FTP site, and create the two Aloha Installation CDs required for installing Aloha v6.4.

Although URL paths and file names may change, or may be different for specific groups, these images are generally available as follows:

An image file is also available for the Aloha Resource Toolkit CD, file name DocCDv64.iso.

2. Identify, locate, and download or copy all update files needed, prior to starting.

3. Perform operating system updates on all Aloha network computers, including file servers, administrator workstations, and terminals. Refer to Updating the Operating System on page 6.

4. Configure the Aloha network as outlined in the appropriate RKS document. Refer to Configur-ing the Aloha Network on page 8.a. Set the workgroup name on the file server and all terminals in the network to the same work-

group name. Radiant typically uses IBERTECH for the workgroup name, but this name is arbitrary as long as it is consistent throughout the Aloha network.

b. Change the computer name on the Aloha BOH file server to ALOHABOH. This is arbi-trary, so a different name can be used, if desired.

c. Change the computer name for each FOH terminal to TERMx, where x is a unique number for the terminal, such as TERM1, TERM2, and TERM3 for a three-terminal system.

d. Set the IP address and the subnet mask for the BOH file server and each terminal in the net-work.

e. Set the LANA number to 0 (zero) for each network adapter used in the Aloha network.f. Enable NetBIOS over TCP/IP on the file server and all terminals in the network.g. Disable DHCP media sense on the file server and all terminals in the network.h. Disable Use Simple File Sharing on the file server and all terminals in the network.i. Create the BOOTDRV share and set permissions so that each specific user, as required in the

Data Security Handbook, has full control access. You can name the folder you are sharing any name you want, but the Share Name must be BOOTDRV, as the FOH executable creates a mapped network drive to Z:\BOOTDRV every time it starts.

j. Set the color palette to 256 colors or higher.k. Configure the time zone and daylight savings options on the BOH file server and every ter-

minal in the network.

ftp://ftp3.radiantsystems.com/downloads/releases/ISO/ Aloha_64x_CD1.isoAloha_6x_CD2.iso

The tables in this document list the files you will need, and their sources. Installation Process for Aloha v6.4 Page 4

l. Configure a Windows user account, such as AlohaSvr, specifically for the purpose of regis-tering Aloha Windows services, on the BOH file server and all terminals in the network. Once created, register the three primary Windows services associated with the Aloha system, Con-trol Server (CtlSvr.exe), EDC Server (EDCSvr.exe), and Remote File Storage Server (RFSSvr.exe), if applicable, using this user account and a unique, complex password. The user must have administrative rights and have full control access to the BOOTDRV share on the network.

5. Install the Aloha software on the BOH file server using the Aloha installation CDs. Refer to Installing Aloha v6.4 on the BOH File Server on page 9.

6. You may need to adjust the login account for the Aloha-related services, such as CtlSvr.exe, EDCSvr.exe, and RFSSvr.exe.

7. Install the Aloha software on each FOH terminal. Refer to Installing Aloha v6.4 on a FOH Ter-minal on page 21.Installation Process for Aloha v6.4 Page 5

Updating the Operating System

All computers on the Aloha network must use a supported operating system to support the 6.4 version ofAloha. If your file server or any of your FOH terminals use older operating systems, you must upgradethem, in accordance with the list provided later in this section.

The following table lists the specific operating system requirements you must meet before attempting aninstallation of Aloha v6.4.

If you attempt to install Aloha v6.4 on a computer running an unsupported operating system, or if Windows Installer v3.1 is not installed, the Aloha installation fails with no warning or error mes-sage. The installation process simply fails to start.

Supported Operating System

Required OS Updates/Add-ons for FOH Terminals

Required OS Updates/Add-ons for File Servers

Windows 2000 Latest service packsWindows Installer v3.1Windows 2000 high-encryption add-on or Internet Explorer v6.0 (high encryption is included in this version of IE).NET 2.0 framework or later

Latest service packsWindows Installer v3.1Windows 2000 high-encryption add-on or Internet Explorer v6.0MDAC 2.6*MS Jet 4.0 SP 3*.NET 2.0 framework or higher*Visual C++ 2005 Runtime Redis-tributable Package*If using a relational database, the appropriate version of SQL Server

Windows XP, Windows 2003

Latest service packsWindows Installer v3.1Internet Explorer v6.0 .NET 2.0 framework or later

Latest service packsWindows Installer v3.1Internet Explorer v6.0 MDAC 2.6*MS Jet 4.0 SP 3*.NET 2.0 framework or higher*Visual C++ 2005 Runtime Redis-tributable Package*If using a relational database, the appropriate version of SQL Server

Windows XP Embedded Obtain the latest XPE image for Radiant hardware directly from Radiant Systems.

Obtain the latest XPE image for Radiant hardware directly from Radiant Systems.

An * denotes the required components the installation program will install on the BOH file server for you, if not detected on the computer. Installation Process for Aloha v6.4 Page 6

You can obtain the required updates and add-ons, as appropriate for your operating system, per the follow-ing:

Update Requirement Available FromWindows Installer v3.1 If not already installed, obtain this update to the Windows Installer directly

from Microsoft at:http://www.microsoft.com/downloads/Windows Installer v3.1 must be present on the BOH file server and each FOH terminal before you install Aloha, as this is a prerequisite for .Net v2.0 and later.

128-bit encryption librar-ies, as part of Internet Explorer updates

If 128-bit encryption is not already is use, you can install directly from the first Aloha installation CD, available in the \Misc\Msie6_00.SP1 directory. The Windows 2000 High-Encryption Add-on is available from http://www.microsoft.com for this operating system, as an alternative to installing or upgrading Internet Explorer.

MDAC 2.6Microsoft Jet 4.0 SP 8.NET Framework v2.0Visual C++ 2005 Runtime Redistributable Package

When you initiate the Aloha installation on the BOH file server, if these com-ponents are not installed on the system, a message appears indicating such and they are installed for you using files located on the first installation CD; however, you must install .Net Framework v2.0 on the FOH terminals, as the terminal installation program will not do this for you. Installation Process for Aloha v6.4 Page 7

Configuring the Aloha Network

The ALOHA software requires several specialized settings (as well as several preferred settings) in theMicrosoft Windows operating system (OS) to properly run on the BOH file server and a FOH terminal.Before installing Aloha QuickService or TableService, refer to the appropriate knowledge base documenton the Radiant Knowledge System for information on how to properly configure the system.

Once the operating system is set up according to the guidelines in the appropriate RKS document, and youcan view the network, you can install the Aloha software on the BOH file server and the FOH terminals.

Operating System Knowledge Base Document IDWindows 2000 Windows 2000 File Server Setup - RKS ID 6063

Windows 2000 FOH Terminal Setup - RKS ID 6062Windows XP Windows XP File Server Setup - RKS ID 6147

Windows XP FOH Terminal Setup - RKS ID 6146Windows Server 2003 Windows Server 2003 File Server Setup - RKS ID 6194

Windows Server 2003 FOH Terminal Setup - RKS ID 6193Windows XP Embedded Configuring Windows XP Embedded for Order Entry Terminals -

RKS ID 6128Installation Process for Aloha v6.4 Page 8

Installing Aloha v6.4 on the BOH File ServerAfter performing all necessary operating system updates, you are ready to install Aloha v6.4. This sectionprovides a general outline of the process taking place visually and behind the scenes, during a first-timeinstallation.

The general installation process for Aloha v6.4 is as follows:

1. Insert Aloha POS Installation Disc 1 in the CD-ROM drive. Autorun should activate and display a message stating that there are no applications currently installed that could be updated by appli-cations on the CD. Click OK to continue.

2. Using Windows Explorer, browse the root directory of the Aloha installation CD, and locate and double-click Advanced.exe to launch the installation process manually. If any of the prerequi-sites the installation program can install for you are not detected on the computer, such as Visual C++ 2005 Runtime, a message stating such appears.

3. Click Yes to allow the system to install these components on the system for you. The license terms for Microsoft Visual C++ may appear.

Remember, Aloha v6.4 will not install or run on any Aloha BOH file server or terminal, if the operating system does not meet the prerequisites specified earlier in this document.

Figure 1 Install Visual C++ Redistributable

Figure 2 Installation Process for Aloha v6.4 Page 9

4. Click Yes to agree to the terms and continue with the installation. The Setup Aloha POS dialog box appears.

5. Select Aloha TableService or Aloha QuickService. The Setup Aloha dialog box appears.

Figure 3 Select the product to install

Figure 4 Select the type of install to run

Clicking Cancel at any time during the installation process aborts the installation of Aloha TableService and QuickService. Installation Process for Aloha v6.4 Page 10

6. Select Typical Install or Custom Install. The Aloha Configuration screen appears with the default values for the product selected.

7. Accept the source path to the Aloha installation files. Setup automatically detects the drive from which you are installing Aloha and sets this path for you; however, you can edit this and supply another source path, if desired.

8. Change the destination path to a secure location, such as a secondary directory beneath the root (C:\Bootdrv\Aloha).Using this convention, you can share the Bootdrv folder without sharing the entire root drive. Include the drive letter and file name, according to the system.

Path to Calibrate Dir shows the path to the previously installed calibration program used for the Front-of-House (FOH) touch screens. This is not applicable if touch screens requiring calibration are not utilized, or the server is not used as a terminal.

9. Enter the server name, if applicable. Setup automatically detects the server name, and lists it (usu-ally as ALOHABOH); however, you can edit this and supply another server name.

10. Enter the number of terminals. The number you enter here must match the number of terminals designated as order entry terminals.

11. Leave the default value TERM in the TermStr text box, unless otherwise advised.12. Enter the terminal ID, if applicable. A value entered here is relevant only if you will use the server

as a FOH terminal and you select Run Front-of-House and Back-of-House on the same PC.

13. Select Install Aloha EDC to install Aloha EDC along with the core product you selected.

Figure 5 Specify Aloha path and environment

Redundant mode is required; therefore, the Redundant Mode check box is selected and cannot be changed.Installation Process for Aloha v6.4 Page 11

14. Select Run CTLSVR.EXE as a service to run the Control program as a service.

15. Select Run EDCSVR.EXE as a service to run the EDC program as a service.16. Optional: Select Install for demonstration purposes only to install Aloha TableService or Aloha

QuickService for the purposes of demonstration.17. Click Next to continue. The CTLSVR and EDCSVR Services Properties dialog box appears.

18. Select Register Services Under a Specific User Account. 19. Type the network account user name and password created prior to installation and click OK.

The RFSSVR Service dialog box appears.

If you do not select Run CTLSVR.EXE and/or Run EDCSVR.EXE, they will run in server mode rather than as a service. In server mode, the service starts when you start the user interface and exits shortly after closing the user interface. In service mode, CTLSVR and EDCSVR are always running.

Figure 6

Figure 7 Installation Process for Aloha v6.4 Page 12

20. If you have more than nine terminals on your network, click Enable RFS and the RFSSVR Ser-vice Property dialog box appears. Continue with the next step; otherwise, click Do not Enable RFS and a prompt to enter the security key IDs appears. Continue with step 24.

21. Select Register Services Under a Specific User Account. 22. Type the same network account user name and password used in step 19 and click OK. The

DBU Service dialog box appears.

23. Select Do not enable AlohaDbuSvc. The installation continues and does the following:a. Confirms the version of the operating system, and determines the hard drive letter and path.b. Checks for a minimum MDAC version of 2.6 (prerequisite to continuing).

Although the Aloha system prompts you to enable Remote File Storage during installation, we recommend you do this only if you have more than nine terminals and are reinstalling Aloha on a BOH file server connected to a network on which RFS has previously run. If you have not used RFS on your Aloha network prior to this installation, you should, as a best practice, bring the net-work into full operation prior to enabling RFS. Refer to Activating Remote File Storage on page 19.

Figure 8

Figure 9

This service is specific to the MenuLink back office product. Do not enable this service unless specifically told to do so. If you are told to enable this service, select to run it as a specific user using the same network account user name and password used in step 19. Installation Process for Aloha v6.4 Page 13

c. Looks for MSDadc.dll at a minimum version of 2.60.6526.0 (prerequisite to continuing).d. Checks for a minimum MSJet version of 4.0 for MDAC (prerequisite to continuing).e. Looks for MSJet40.dll at a minimum version of 4.0.2927.4 (prerequisite to continuing). Runs

MDAC_Typ.exe to install DtdAcess version 2.6. If installation requires this step, it will proba-bly force a restart of the computer at this point.

f. Determines if 128-bit encryption is active in the operating system. If it is not active, an error message appears, and cancels the installation. You must update the native encryption libraries of the operating system, and try the installation again. (RKS Document #8224)

g. Prompts for the security key IDs.

24. Enter the security key information (sent with your security key) in the appropriate text boxes. A 0 is always the number zero, and a 1 is always the number one.

Figure 10 Enter security key IDs

If there is a problem with the security key and you cannot complete the installation, contact your support department. Installation Process for Aloha v6.4 Page 14

25. If you are performing a Typical installation for TableService or QuickService, steps 26 through 36 do not pertain to your installation. Please continue with step 37. If you are performing a Cus-tom installation for TableService or QuickService, the General dialog box appears to allow you to select an alternate interface theme.

Do not make a selection on this screen, as these graphic themes are no longer supported. An alter-native for using these themes is to use the Enhanced Graphical Interface (EGI). After completing the installation, access Aloha Manager > Store Settings > User Interface group > POS tab and select the Graphic Theme you wish to use.

Figure 11 Select graphic theme for FOHInstallation Process for Aloha v6.4 Page 15

Be very careful not to select a graphic theme, as this cannot be altered at a later time.

26. Click Next to continue. The Database Configuration dialog box appears.

27. Most Aloha installations will not use a relational database, but if you plan to use one, select the appropriate relational database option from the External Relational Database group box.

If you select any of the MS SQL Server options (MS SQL Server 6.5, MS SQL Server 7.0, MS SQL Server 2000, or MSDE), the Computer Name and Path To Database options are enabled and the computer name is initialized with the name of the local machine. If you plan to use another machine, you need to change the computer name. If SQL Server or MSDE is already installed on the local machine, the path to the database will also be initialized to the path found in the Registry for MS SQL Server/MSDE; otherwise, enter this path - normally C:\MSSQL7\DATA, or the same path on a different drive. If you select MS Access, the system installs the Microsoft Access rela-tional database engine (but not the user interface).

28. Select a sample database, or select Real Data to install real data from Data*.zip and BMP*.zip files. You must provide the Data*.zip and BMP*.zip files in place of the sample data from the installation CD. If you have an existing database, these options are not available. Setup alerts you that is has detected an existing database and will not overwrite it.

29. If you selected Real Data, continue with the next step; otherwise, go to step 37.

Figure 12 Select type of database to use for installation

On new installs, you are given the option to install sample data, or real data. Sample data is the default.Installation Process for Aloha v6.4 Page 16

30. Click the Data Zip File Browse button (Figure 12). The Select Data .Zip File for Alohas Data Directory dialog box appears.

31. Select the path to the data zip file from the Look in drop-down list.32. Click Open. The path to the Data*.zip file appears in the Data Zip File text box (Figure 12).33. Click the Bmp Zip File Browse button. The Select Bmp. Zip File for Alohas BMP Directory dia-

log box appears.

34. Select the path to the BMP*.zip file from the Look in drop-down list.35. Click Open. The path to the BMP*.zip file appears in the Bmp Zip File text box (Figure 12).36. Click Finish to continue.

If you selected MSDE in step 28, and the computer specified in Computer Name is the local computer, the install program will determine whether MSDE is already installed. If MSDE is not already installed, you will receive a prompt for the location to which it should be installed, with default values specified. Click OK and the install program will install MSDE for you.

Figure 13 Specify path and file name for locating data files

Figure 14 Specify path and file name for locating .bmp filesInstallation Process for Aloha v6.4 Page 17

The installation process continues and does the following:

a. Sets all environment variables. (RKS Document #6613, 6614, and 6615)b. Copies \Windows\System files from \Aloha\Setup to \Windows\System32 directory.c. Verifies that AlohaSec.exe is not running, to configure the security key.d. Installs the HASP driver. (RKS Document #6223, and 6224)e. Creates Aloha program launch icons.f. Prompts you to reboot the computer.

37. Click OK to restart the computer.

The installation resumes after the computer restarts and does the following:

a. Registers \Windows\System files.b. Registers Aloha program files. c. Performs a database update.d. Performs a data refresh. This step permits the FOH terminals to restart.e. Registers Aloha related services, CtlSvr, and EDCSvr (and RFSSvr, if previously installed,

and active).f. Starts Aloha related services.g. Continues updating the BOH software programs, until the process is complete.

Congratulations! The BOH installation is complete at this point.

38. Select Start > Programs > Aloha Manager and accept the User Agreement that appears. Please note that you will be unable to use Aloha POS until you accept this agreement.

If you are installing Aloha for the first time, you must now run SetupTRM.exe from the TermInst folder onthe CD to install Aloha on the terminals in your network. Refer to Installing Aloha v6.4 on a FOH Termi-nal on page 21.

Figure 15 Message to restart the computerInstallation Process for Aloha v6.4 Page 18

Activating Remote File Storage

Remote File Storage (RFS) is a method of accessing files within the Aloha system without using WindowsFile Sharing. RFS is an optional feature primarily intended to make it possible to use more than nine termi-nals in a site network. Using RFS is completely optional, unless you are using more than nine terminals. Ifyou only have a few terminals in your installation, there is no actual need for you to use RFS. If you enableRFS in an installation of nine terminals or fewer, you can still expect your Aloha installation to performvery well, regardless. If you are using terminals with limited physical capacity, RFS may cause a slightdecrease in their performance.

Due to the complexity of the Remote File Storage feature, there is no practical method of activating itacross the Aloha network from a batch file. After the Aloha network is successfully running Aloha v6.4,execute the following procedure on the Aloha BOH file server, to make RFS active across the Aloha net-work:

1. Select Maintenance > Store Settings > System group > RFS tab, in QuickService or TableSer-vice, to access the RFS settings.

2. Select Use RFS Communication, to make it active.3. Select Register Under a Specific User Account to register the RFS server under the user account

created prior to installing Aloha v6.4. See Preparing to Install Aloha v6.4 on page 4.4. Type the user account name in the Account Name text box.5. Type the password for the specified user account in the Password text box.6. Type the password for the specified user account again in the Confirm Password text box, to ver-

ify its accuracy.7. Click Save at the bottom of the screen to save the configuration.

Figure 16 Activating RFS and registering the RFS ServerInstallation Process for Aloha v6.4 Page 19

The next data refresh activates RFS across the Aloha network. The Aloha system registers RFSSvr.exe as aWindows service, and starts the service, on computers running Windows NT-based operating systems. Forother operating systems, Aloha configures RFSSvr.exe to run as a server, requiring a restart to activate theserver.

If, at any time, you wish to stop using RFS, simply repeat this procedure, clearing all check boxes in Main-tenance > Store Settings > System > RFS tab that enable the feature. The next data refresh restores theAloha system to operation without RFS. Installation Process for Aloha v6.4 Page 20

Installing Aloha v6.4 on a FOH TerminalOnce the operating system is set up according to the guidelines in the appropriate RKS document, and youcan view the network, you can install the Aloha software on the FOH terminals.

To install the POS software on the FOH terminals:

1. Share the CD drive on the BOH file server.2. Insert Aloha POS Installation Disc 1 in the CD-ROM drive. Autorun should activate and display

a message stating that there are no applications currently installed that could be updated by appli-cations on the CD. Click OK to continue.

3. Map a network drive from each terminal to the CD drive on the file server. Do not use drive letter Z, and do not choose the Reconnect at Logon option when mapping the drive.

4. Using Windows Explorer on the FOH terminal, browse to CD-ROM drive on the file server, and run \TermInst\SetupTrm.exe from the installation CD.

The setup program walks you through the rest of the installation and configures necessary file sharing, creates or copies (from the file server) the necessary folders and files, registers the .dll files, and adds a shortcut to the Windows StartUp folder.Installation Process for Aloha v6.4 Page 21

Installation Process for Aloha v6.4 Page 22

Installation Process for Aloha v6.4About Aloha v6.4Preparing to Install Aloha v6.4Updating the Operating SystemConfiguring the Aloha Network

Installing Aloha v6.4 on the BOH File ServerActivating Remote File Storage

Installing Aloha v6.4 on a FOH Terminal