Get the NSPOS 2018.2.X or 2019.1.X Download and Begin

Applies to NSPOS 2018.2.X – 2019.1.X only.

Use these steps to get and open the register’s Installation URL from the register’s RA-Workstation record.

Important:

The browser types supported for staging a register depend on the NSPOS release. For NSPOS 2018.2.x or 2019.1.x, use a recent version of Internet Explorer or Microsoft Edge.

For NSPOS 2020.1.x or later, you can use any browser. For example, you can use Internet Explorer, Microsoft Edge, Mozilla Firefox, or Google Chrome.

To generate and open the staging URL:

1. Log in to NetSuite as an administrator.

2. Go to Customization > Lists, Records & Fields > Record Types.

3. Locate the RA-Workstation row and click List.

4. Locate the RA-Workstation record for the register and click View.

5. In the Provisioning section, review the Provisioning Status. It should be Not Provisioned or To be Provisioned.

   Note:

   If the Status is Provisioned, the register is already staged. If the register was disconnected for a long period or should be restaged for other reasons, continue with the following steps. Otherwise, no further action is required.

6. Click Edit.

7. Check the Provision box.

8. Select the Provisioning Type.

   • Standalone – Select this type if your environment does not use Store Server Architecture or if the register is the only workstation at the location.

   • Server With POS – Used for store server environments. Select this type to stage the register as a server terminal.

   • POSClient – Used for store server environments. Select this type to stage the register as a client terminal that relies on the assigned server for database functions.

9. Click Save. The Provision box will clear.

10. Click the Installation URL.

11. Follow the steps under Install the NetSuite POS application within 24 hours. If you are delayed, you must create a new Installation URL using the previous steps.

    Note:

    For staging a register over a remote connection, you copy the Installation URL and paste it into a browser address bar on the remote register.

Important:

The browser types supported for staging a register depend on the NSPOS release. For NSPOS 2018.2.X or 2019.1.X, use a recent version of Internet Explorer or Microsoft Edge.

Install the NetSuite POS application

Follow these steps after beginning the download from the Installation URL.

Important:

Staging must be performed from a Windows Administrator account.

Warning:

After creating the RA-Workstation record in NetSuite, wait one hour before installing (staging) NetSuite Point of Sale on the register.

This wait is to ensure the workstation record has downloaded to your server. Installing the application too soon could cause the pricing replication from NetSuite to not work properly.

For most browser types, the staging application opens automatically. If not, open the downloaded file from your browser’s download folder.

To install the application:

1. Click Run and Yes as required to begin the installation. The application is safe for your register.

   

2. When the NetSuite Partner Staging Tool opens, click Next.

   

3. The options for completing the Connection Properties form depend on the type of register you are staging.

   Standalone registers use a traditional direct connection to the replication server. For Store Server Architecture setups, POSClient registers connect to a Server With POS register database. Only the server register connects to the replication server for database synchronization.

   

   Server Name

   • Standalone or Server With POS – Enter localhost.

     Important:

     SQL Port (1433) – To set up a Server With POS, you must use and allow the standard SQL Port (1433) for remote TCP/IP connections. Otherwise, client registers will be unable to connect to the database. Also remote connections should be allowed for the SQL Server itself. Remote connections are enabled by default.

   • POSClient – Click the down arrow and select the Server With POS ID to which the register will connect.

     Important:

     NetSuite ERP setup – The POSClient must already be assigned to its Server With POS in NetSuite ERP. You can do this from the POSClient’s RA-Workstation record or the NSPOS Workstations Provisioning record. Otherwise, the server will not appear in the list.

     Important:

     Network configuration – Your network setup might affect whether the Server With POS appears in the list. If you cannot see the server, enter the server’s IP address or SQL Server instance network address.

   Log on to the server

   You can use either authentication option – Use Windows Authentication or Use SQL Server Authentication – for all register types. However, you should review the following:

   • Standalone or Server With POS – Because all processes are running on the same equipment, the default Use Windows Authentication should provide the required access.

   • POSClient – Determining the correct option requires skilled knowledge of your network configuration.

     • Use Windows Authentication:

       • Choose this option only if Active Directory is configured for your store network.

       • Each Windows user accessing NSPOS must have rights to connect to the database. If Windows authentication is not working, you can provide SQL server credentials upon being prompted by NSPOS.

       Important:

       The user under which the Auto Updater Service is running (typically NT Authority\SYSTEM) must be able to authenticate via Active Directory. This configuration is the default. You can verify the setup in your system Services list.

       

     • Use SQL Server Authentication – Use this option if the Windows Authentication method will not meet your needs due to the access rights or configurations required to make it function correctly.

       Note:

       Credentials provided during staging are used for staging purposes only. Each Windows user might be prompted to enter credentials to access the database upon the first start up of NSPOS. The credentials required might be Windows credentials and SQL Server credentials.

   Test Connection

   • Leave all other fields at the default.

   • Click Test Connection to verify your configuration is working.

   If the connection fails, please review the Connection Properties steps again before contacting NetSuite Customer Support.

4. Click OK.

   Note:

   If you are restaging an existing register, the Drop database dialog displays. Click Yes to delete the current databases.

   If you are restaging a register due to a technical issue, the register may hold transactions that did not replicate to the server. If so, the staging tool will refuse to delete the databases and staging will halt. Please contact NetSuite Customer Support for assistance.

5. Wait for the package downloads to complete. This may take from a few minutes to approximately one hour.

   
   Important:

   Poor server connections can cause package downloads to fail before completion. If this occurs, you can restart staging by using the current or a new Installation URL.

6. Click Next when the NetSuite Point of Sale Setup Wizard opens.

7. If desired, under Custom Setup, select optional extension features.

   NetSuite POS includes optional features that you can use to customize your installation. To set up a staged register with the same options as your other registers, you can review the Extensions folder setup on an existing register. See the steps that follow.

   
   Important:

   Some payment gateway setups require you to install their extension.

   Shift4 – If using an Ingenico device, install the Ingenico extension.

   Worldpay (was YESpay) – Install the Worldpay extension.

   PC-EFTPOS – Install the EFTPOS extension.

   Important:

   You should not change the installation Location.

8. Click Next and Install as prompted.

9. Click Finish when the installation completes.

   

   The application and database configurations are now installed on the register.

10. Click the NetSuite POS shortcut installed on your desktop to ensure the register starts as expected.

To view optional extensions installed on another register:

1. Go to an existing register.

2. Open the NSPOS installation folder. For example: C:\Program Files\NetSuite\NetSuite Point of Sale\Extensions.

3. Review the .nspos filenames to identify the installed extensions.

4. If needed, work with NetSuite Customer Support to determine which extensions are required for your business processes.

Secure the Default Operator

Each register installation creates a default operator user 9999 on the new register with the default password Admin123. You should secure this user account by disabling the 9999 operator’s role or resetting the password. This adjustment to the default operator is part of the NSPOS Payment Application Data Security Standard (PADSS).

Warning:

After setting up a new register, you should secure the default operator by disabling the operator’s role or changing the default password.

Change the 9999 operator’s Role to Disabled.

To disable the Default Operator:

1. Sign in to any NetSuite POS register as an administrator (9090 level operator).

2. Press Ctrl+F12 on the keyboard to open the Function List.

3. Enter edit operator in the search field.

4. Tap Edit Operator.

5. Search for operator 9999.

6. Tap the 9999 record.

7. Tap the Operator Role browse icon.

8. Select Disabled.

9. Tap Done.

Important:

After disabling the default operator’s role, you should verify that the change occurred. Do either of the following tasks.

Repeat the first steps to change the operators role:

Repeat steps 1 – 6. Verify that the Operator Role is Disabled.

Try to log in as the default operator:

Try to log in using the default operator name and password. You should not be able to log in, and see the following:

To reset the Default Operator password:

1. Sign in to any NetSuite POS register as an administrator (9090 level operator).

2. Press Ctrl+F12 on the keyboard to open the Function List.

3. Enter edit operator in the search field.

4. Tap Edit Operator.

5. Search for operator 9999.

6. Tap the 9999 record.

7. Tap Set Password.

8. Enter the new Password.

9. Enter the password again to Confirm.

10. Tap Change.

Important:

After resetting the password, you should verify that the default password is no longer valid. Perform the following task.

Try to log in using the default password:

Login to NSPOS using the default operator account 9999 and default password Admin123. You should see the following:

Tip:

For more information about working with operator user accounts, see Employees and NSPOS.

Inactivate a Register using NSPOS 2018.2.X – 2019.1.X

You can inactivate an NSPOS register by checking the Inactive box on the RA-Workstation record in NetSuite ERP. This action removes it from synchronization updates. However, it also removes all data about the register from your replication server.

Bringing an Inactive Register Online

Applies to NSPOS 2018.2.X — 2019.1.X only.

To bring an inactive register back online:

1. Clear the Inactive box on the register’s NetSuite RA-Workstation record.

2. Then click Save and wait 15 minutes for the active status to sync between the server and the workstation.

Related Topics

Stage a Register in NSPOS 2018.2.X – 2019.1.X

Install MS SQL Server 2016 Service Pack 3 Express Edition

Configure MS SQL Server 2016 Express for CLR Integration with NSPOS

General Notices