Symbol Technologies CST3040K088R1 Users Guide

WaveWorks

Portable Shopping System

Integration Guide

February 1, 2000

Version 1.10

Integration Services Group

Pittsburgh, Pennsylvania

USA

Revision History

Revision	Date	Author	Comments
1.00	December 31, 1999	Mary Wroniak	Initial version
		Garry Simmons
		Brian Reed
		Tom Pike
		Mike Tierney
		Luke Petrozza
1.10	February, 1, 2000	Luke Petrozza	Added PST 008 and PST 038
			transactions

Copyright 1999, 2000 by Symbol Technologies, Inc. All rights reserved.

No part of this document may be reproduced or used in any form, or by any electrical or mechanical means, without permission in writing from Symbol. This includes electronic or mechanical means, such as photocopying, recording, or information storage and retrieval systems The material in this document is subject to change with notice.

Symbol does not assume any product liability arising out of, or in connection with, the application or use of any product, circuit, or application described herein.

No license is granted, either expressly or by implication, estoppel, or otherwise under any Symbol Technologies, Inc., intellectual property rights. An implied license only exists for equipment, circuits, and subsystems contained in Symbol products.

Symbol, Spectrum24, WaveWorks, and WaveWorks NT are registered trademarks of Symbol Technologies, Inc. Other product names mentioned in this document may be trademarks or registered trademarks of their respective companies and are hereby acknowledged.

Decemb

Table of Contents

1.	Introduction ............................................................................................................			1
	1.1	PURPOSE OF DOCUMENT .................................................................................................................................		1
	1.2	ASSUMPTIONS .................................................................................................................................................		1
2.	1.3	REFERENCE DOCUMENTS ................................................................................................................................		1
	Architecture Overview ...........................................................................................			2
	2.1	INTRODUCTION TO WAVEWORKS....................................................................................................................		2
	2.1.1		WaveWorks Design Objectives..............................................................................................................	3
	2.1.2		WaveWorks Components.......................................................................................................................	4
	2.2	PSS SOFTWARE OVERVIEW.............................................................................................................................		6
	2.3	MAJOR SUBSYSTEMS.......................................................................................................................................		6
	2.3.1		Unit Management Subsystem ................................................................................................................	6
	2.3.2		Shopping Trip Subsystem .....................................................................................................................	6
	2.3.3		Quick Order Subsystem.........................................................................................................................	7
	2.3.4		Queue Busting Subsystem......................................................................................................................	7
	2.3.5		Express Shopper Subsystem ..................................................................................................................	7
	2.3.6		Electronic Marketing Subsystem...........................................................................................................	7
	2.3.7		User Messaging.....................................................................................................................................	8
	2.3.8		Transaction Ticket Printing ..................................................................................................................	8
	2.3.9		POS Interface........................................................................................................................................	8
	2.3.10		System Administration...........................................................................................................................	8
	2.4	PSS OVERVIEW DIAGRAM ..............................................................................................................................		8
3.	2.5	PSS COMPONENT DIAGRAM..........................................................................................................................		10
	Hardware Requirements ......................................................................................			11
	3.1	WINDOWS NT COMPUTER.............................................................................................................................		11
	3.2	HAND HELD TERMINALS ...............................................................................................................................		11
	3.3	TERMINAL DISPENSER/ENTRANCE UNIT .......................................................................................................		12
	3.4	SPECTRUM 24 RADIO NETWORK ................................................................................................................		12
4.	PSS Software Installation ....................................................................................			13
	4.1	INSTALL NT 4.0 SERVER...............................................................................................................................		14
	4.2	INSTALL THE NT 4 SERVICE PACK ................................................................................................................		19
	4.3	INSTALL INTERNET EXPLORER 4.01 SERVICE PACK 2 ...................................................................................		20
	4.4	NT OPTION PACK INSTALL............................................................................................................................		22
	4.5	INSTALL THE VIDEO DRIVER .........................................................................................................................		23
	4.6	CREATE AND FORMAT THE DATABASE PARTITION ........................................................................................		25
	4.7	DESKTOP CLEANUP (OPTIONAL) ....................................................................................................................		26
	4.8	INSTALL MICROSOFT SQL SERVER 7 ............................................................................................................		27
	4.9	CREATE AND CONFIGURE THE PSS DATABASE .............................................................................................		28
	4.9.1		Create the (blank) PSS Database........................................................................................................	28
	4.9.2		Configure SQL Server .........................................................................................................................	29
	4.9.3		Configure the Clear Transaction Log job ...........................................................................................	30
	4.9.4		Configure the Extensive Database Check and Backup job .................................................................	31
	4.9.5		Configure the Nightly Database Check and Backup job.....................................................................	33
	4.10	INSTALL MICROSOFT ACCESS...................................................................................................................		35
	4.11	INTERNET EXPLORER 5.0 WITH TASK SCHEDULER INSTALL .....................................................................		35
	4.12	INSTALL WAVEWORKS.............................................................................................................................		36
	4.13	INSTALL PSS RUNTIME SYSTEM...............................................................................................................		37
	4.14	INSTALL WAVEWORKS DEVELOPMENT STUDIO........................................................................................		38
	4.15	INSTALL PSS DEVELOPMENT SYSTEM......................................................................................................		38
	4.16	TFTP CONFIGURATION ............................................................................................................................		39
	4.16.1		Create STEP hex images for the terminals to download.....................................................................	40
	4.17	DHCP CONFIGURATION ...........................................................................................................................		41
	4.18	CREATE AN ODBC DATA SOURCE ...........................................................................................................		42

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4.19		LOAD INITIAL DATA .................................................................................................................................	43
4.20		MS IIS CONFIGURATION ..........................................................................................................................	45
4.21		OBTAINING ACCESS TO PSS SYSTEM ADMINISTRATION SCREENS ...........................................................	46
4.22		CONFIGURE TASK SCHEDULER .................................................................................................................	47
4.23		CONFIGURE UNIT MANAGEMENT .............................................................................................................	48
4.24		CONFIGURE LICENSING.............................................................................................................................	50
4.25		CONFIGURE THE NBQMAIN SERVICE (IBM 4690 POS ONLY)...............................................................	51
4.26		SETUP NT SYSTEM LOG ...........................................................................................................................	52
5. Configuration of the PSS System .......................................................................			53
5.1	SET UP SYSTEM SETTING CONSTANTS ..........................................................................................................		53
5.2	PERFORM INITIAL LOADING OF CUSTOMER AND ITEM DATA ........................................................................		56
6. Validation of System Operation ..........................................................................			57
6.1	TESTING AN INSTALLATION...........................................................................................................................		57
6.2	OBTAINING SYSTEM STATUS INFORMATION..................................................................................................		58
6.2.1 Viewing The System Log .....................................................................................................................			58
6.2.2		Viewing POS Status.............................................................................................................................	59
7. Directory Listing of PSS Folders/Files ...............................................................			60
D:\ (database repository) ...............................................................................................................................			66
7.1	SCHEDULED TASKS .......................................................................................................................................		67
8. Software Description ...........................................................................................			68
8.1	PSS TRANSACTION IDS / COM OBJECT METHOD LISTING ...........................................................................		68
8.2	UNIT MANAGEMENT SUBSYSTEM..................................................................................................................		76
8.2.1		Hardware Overview ............................................................................................................................	76
8.2.2		Software Components..........................................................................................................................	77
8.2.3		Database Access..................................................................................................................................	78
8.3	SHOPPING TRIP SUBSYSTEM ..........................................................................................................................		79
8.3.1 Start of Shopping Trip Processing ......................................................................................................			79
8.3.2		Shopping Trip Processing ...................................................................................................................	79
8.3.3 End of Shopping Trip Processing........................................................................................................			82
8.3.4 Shopping Trip Message Log Entries ...................................................................................................			83
8.3.5		Fatal Messages: ..................................................................................................................................	84
8.3.6		Error Messages:..................................................................................................................................	84
8.3.7		Informational Messages ......................................................................................................................	86
8.3.8		Debug Messages: ................................................................................................................................	87
8.3.9		Rescan Messages.................................................................................................................................	87
8.4	QUICK ORDER SUBSYSTEM ...........................................................................................................................		89
8.5	QUEUE BUSTING SUBSYSTEM........................................................................................................................		89
8.6	ELECTRONIC MARKETING SUBSYSTEM .........................................................................................................		90
8.7	USER MESSAGING SUBSYSTEM .....................................................................................................................		90
8.8	POS INTERFACE SUBSYSTEM ........................................................................................................................		91
8.8.1		POS Interface Files .............................................................................................................................	92
8.8.2 POS Interface Software Entities..........................................................................................................			92
8.8.3		POS Interface Configuration ..............................................................................................................	94
8.8.4		PSSTransactionFile Processing..........................................................................................................	99
8.8.5 POS Transaction File Processing .....................................................................................................			100
8.8.6 Item Record File Processing .............................................................................................................			101
8.8.7		Customer Update File Processing ...................................................................................................	102
8.9	PSS SERVICES .............................................................................................................................................		102
9. Customizing the PSS System Software............................................................			104
9.1	CUSTOM DISPLAYSERVER SCRIPTS .............................................................................................................		104
9.2	CUSTOM SERVICES ......................................................................................................................................		104
9.3	CUSTOM BUSINESS OBJECTS .......................................................................................................................		104
9.4	USER EXIT DLL ..........................................................................................................................................		105
9.4.1		Common Information ........................................................................................................................	105
9.4.2 Return and Message Codes...............................................................................................................			106

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9.4.3			Using the CPssMsgLog Class ...........................................................................................................	106
9.5 AVAILABLE USER EXIT FUNCTIONS ............................................................................................................				108
9.5.1			UE_PreProcessItemFile....................................................................................................................	108
9.5.2			UE_PreProcessItemRecord ..............................................................................................................	108
9.5.3			UE_PostProcessItemRecord .............................................................................................................	109
9.5.4			UE_PostProcessItemFile ..................................................................................................................	109
9.5.5			UE_PreProcessTaxFile.....................................................................................................................	109
9.5.6			UE_PostProcessTaxFile ...................................................................................................................	110
9.5.7			UE_PreProcessPOSTransFile ..........................................................................................................	110
9.5.8			UE_PreProcessPOSTransRecord .....................................................................................................	110
9.5.9			UE_PostProcessPOSTransRecord....................................................................................................	111
9.5.10			UE_ProcessEODRecord ...................................................................................................................	111
9.5.11			UE_PostProcessPOSTransFile.........................................................................................................	111
9.5.12			UE_PreProcessPSSTransFile...........................................................................................................	111
9.5.13			UE_PreProcessPSSTransRecord......................................................................................................	112
9.5.14			UE_PostProcessPSSTransFile..........................................................................................................	112
9.5.15			UE_CalculateItemPrice_Method10to20 ...........................................................................................	112
9.5.16			UE_RescanLevelCalculation ............................................................................................................	112
9.5.17			UE_Pre-RescanDetermination..........................................................................................................	112
9.5.18			UE_PostRescanDetermination..........................................................................................................	113
9.5.19			UE_PreProcessMarketingMessage...................................................................................................	113
9.5.20			UE_LoginAuthorization ....................................................................................................................	113
10. System Administration Interface ......................................................................				114
10.1		CONFIGURING THE BROWSER SOFTWARE ...............................................................................................		114
10.2		ESTABLISH USER ACCOUNTS ON THE SERVICE TERMINAL .....................................................................		114
10.3		UNDERSTANDING USER ACCESS TO ADMINISTRATIVE PAGES AND ACTIONS .........................................		115
10.4		CHANGING SCREEN TEXT ON THE SERVICE TERMINAL...........................................................................		116
10.4.1			Service Terminal System Settings......................................................................................................	117
11. Specific Features................................................................................................				120
11.1		MULTIPLE LANGUAGE SUPPORT.............................................................................................................		120
11.2		PRICING METHODS .................................................................................................................................		120
11.3		CURRENCY CONVERSIONS ......................................................................................................................		120
11.4		CONTROL TICKET PRINTING ...................................................................................................................		120
Appendix A Database Layout Diagram...................................................................				121
Appendix B Database Tables / Physical Properties ..............................................				125
B.1	TABLE NAME: PSS_ADMIN_ACTION ..........................................................................................................			125
B.2	TABLE NAME: PSS_ADMIN_MENU.............................................................................................................			125
B.3	TABLE NAME: PSS_ADMIN_PAGE ..............................................................................................................			126
B.4	TABLE NAME: PSS_ADMIN_USER ..............................................................................................................			126
B.5	TABLE NAME: PSS_BARCODE_VARIABLE_WEIGHT ..................................................................................			127
B.6	TABLE NAME: PSS_CURRENCY ..................................................................................................................			128
B.7	TABLE NAME: PSS_CUSTOMER ..................................................................................................................			128
B.8	TABLE NAME: PSS_CUSTOMER_MESSAGE.................................................................................................			130
B.9	TABLE NAME: PSS_CUSTOMER_SUSPEND_REASON ..................................................................................			130
B.10		TABLE NAME: PSS_DEPARTMENT .........................................................................................................		131
B.11		TABLE NAME: PSS_EOD .......................................................................................................................		131
B.12		TABLE NAME: PSS_ITEM .......................................................................................................................		132
B.13		TABLE NAME: PSS_LANGUAGE .............................................................................................................		133
B.14		TABLE NAME: PSS_MANUFACTURER ....................................................................................................		133
B.15		TABLE NAME: PSS_MARKETING_DEPARTMENT....................................................................................		133
B.16		TABLE NAME: PSS_MARKETING_ITEM .................................................................................................		134
B.17		TABLE NAME: PSS_MARKETING_MFG..................................................................................................		134
B.18		TABLE NAME: PSS_MARKETING_SENT .................................................................................................		135
B.19		TABLE NAME: PSS_MESSAGE_LOG.......................................................................................................		135
B.20		TABLE NAME: PSS_OPENING_MESSAGE ...............................................................................................		136

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B.21	TABLE NAME: PSS_ORDER_LIST...........................................................................................................	136
B.22	TABLE NAME: PSS_ORDER_LIST_ITEM.................................................................................................	136
B.23	TABLE NAME: PSS_ORDER_STATUS .....................................................................................................	137
B.24	TABLE NAME: PSS_POS_STATUS..........................................................................................................	137
B.25	TABLE NAME: PSS_RESCAN_DIFFERENCE ............................................................................................	138
B.26	TABLE NAME: PSS_RESCAN_LEVEL......................................................................................................	138
B.27	TABLE NAME: PSS_SESSION..................................................................................................................	139
B.28	TABLE NAME: PSS_SHOPPING_ACTIVITY..............................................................................................	139
B.29	TABLE NAME: PSS_SHOPPING_HISTORY_ACTIVITY .............................................................................	140
B.30	TABLE NAME: PSS_SHOPPING_HISTORY_ITEM.....................................................................................	141
B.31	TABLE NAME: PSS_SHOPPING_HISTORY_LIST......................................................................................	142
B.32	TABLE NAME: PSS_SHOPPING_HISTORY_RESCAN................................................................................	143
B.33	TABLE NAME: PSS_SHOPPING_INCOMPLETE_LIST................................................................................	143
B.34	TABLE NAME: PSS_SHOPPING_ITEM .....................................................................................................	145
B.35	TABLE NAME: PSS_SHOPPING_LIST ......................................................................................................	146
B.36	TABLE NAME: PSS_SHOPPING_LIST_STATUS........................................................................................	146
B.37	TABLE NAME: PSS_SHOPPING_TAX ......................................................................................................	147
B.38	TABLE NAME: PSS_SPECIAL_BARCODE ................................................................................................	147
B.39	TABLE NAME: PSS_SYSTEM_MESSAGE.................................................................................................	148
B.40	TABLE NAME: PSS_SYSTEM_SETTING...................................................................................................	149
B.41	TABLE NAME: PSS_TAX_TABLE ...........................................................................................................	149
B.42	TABLE NAME: PSS_TAX_TABLE_ENTRY ..............................................................................................	150
B.43	TABLE NAME: PSS_TEXT.......................................................................................................................	150
B.44	TABLE NAME: PSS_UNKNOWN_ITEM....................................................................................................	150
B.45	TABLE NAME: UMS_CARD_READER_TYPE ..........................................................................................	151
B.46	TABLE NAME: UMS_CRADLE ................................................................................................................	152
B.47	TABLE NAME: UMS_DISPENSER............................................................................................................	152
B.48	TABLE NAME: UMS_ENTRANCE............................................................................................................	153
B.49	TABLE NAME: UMS_POWER..................................................................................................................	154
B.50	TABLE NAME: UMS_PRINTER................................................................................................................	155
B.51	TABLE NAME: UMS_STATUS_CODES....................................................................................................	156
B.52	TABLE NAME: UMS_TERMINAL ............................................................................................................	156
B.53	TABLE NAME: UMS_TERMINAL_TYPES ................................................................................................	157
Appendix C Price Calculation Algorithms..............................................................		158
C.1	PRICING METHODS ......................................................................................................................................	158
C.2 SPLIT PACKAGE PRICING .............................................................................................................................		159
C.3	UNIT PRICING ..............................................................................................................................................	159
Unit Pricing Example ...........................................................................................................................		161
C.4 BASE PLUS ONE PRICING.............................................................................................................................		161
C.5 GROUP THRESHOLD PRICING.......................................................................................................................		162
Group Threshold Pricing Example ................................................................................................		164
C.6 GROUP ADJUSTED PRICING .........................................................................................................................		166
C.7	UNIT ADJUSTED PRICING.............................................................................................................................	167
Unit Adjusted Threshold Pricing Example 2............................................................................		169
C.8 MIX AND MATCH GROUPINGS .....................................................................................................................		169
C.9 PRICING METHOD APPLICATION RULES ......................................................................................................		169
C.10	ROUNDING METHODS .............................................................................................................................	170
Appendix D POS Interface File Descriptions .........................................................		171
D.1	PSS TRANSACTION FILE..............................................................................................................................	172
D.2	POS TRANSACTION FILE .............................................................................................................................	174
D.3	ITEM RECORD FILE ......................................................................................................................................	176
D.4	TAX TABLE FILE..........................................................................................................................................	177
D.5	CUSTOMER INFORMATION FILE ...................................................................................................................	178

WaveWorks PSS, Integration Guide, 1.10	Page v
© 2000, Symbol Technologies, Inc.	February 1, 2000

Introduction

______________________________________________________________________________

1. Introduction

1.1Purpose of Document

This document is an aid to be used in the configuration, customization and installation of the WaveWorks Portable Shopping System (PSS).

1.2Assumptions

This document assumes that the reader is familiar with the functionality of Symbol’s WaveWorks architecture, the WaveWorks Client, and the Server Enabler. In addition, the reader should be familiar with the Windows NT Operating System, and third-party “browser” software.

1.3Reference Documents

•Portable Shopping System Functional Specification

•Portable Shopping System Design Document

•Portable Shopping System Users Reference Guide

•ScreenMaker Users Reference Guide

WaveWorks PSS, Integration Guide, 1.10	Page 1
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Architecture Overview

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2. Architecture Overview

The Portable Shopping System utilizes Symbol Technologies’ proprietary WaveWorks threetiered architecture, which provides clear separation of the user interface, business logic and database portions of the system. For the PSS, WaveWorks provides application messaging functions and manages distributed objects on the Microsoft Windows NT platform.

2.1Introduction to WaveWorks

WaveWorks is a light weight, high performance, three-tiered, application messaging and distributed object management architecture which is designed to run on the Windows NT system platform. As a horizontal system component, WaveWorks can serve as the backbone architecture for a wide variety of multitiered client/server applications.

The WaveWorks system provides the following application services:

•Thin client radio terminal environment (reduces system administration costs)

•Radio Terminal display and client state management

•Client-to-Server and Client-to-Client messaging service

•Business Service object broker

•Configurable Business Servers

•Distributed business service objects

•Load-based object instancing

•Load balancing

•Service based instancing

•DBMS connection sharing

•Client specific object instancing

•Web-based system administration.

•Application user password validation and security service

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Architecture Overview

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2.1.1 WaveWorks Design Objectives

Three-tiered Architecture WaveWorks provides a platform for implementing applications that maintain a clear separation between the user interface, business logic, and database layers.

Light Weight WaveWorks is designed to run on P200 systems or better.

Adaptable COM object-based design allows easy addition of new business service objects to support new applications. The encapsulation of data access inside business objects makes it easy to change data sources in the future, without rewriting the entire application.

Business Object Reuse COM object-based design allows easy reuse of existing business service objects to support new applications.

Scaleable A distributed-object architecture makes it easy to add additional business service capacity, based on changing business demands.

Distributed WaveWorks system components are designed so they can be deployed across LAN or WAN networks. Network utilization can be optimized by placing the WaveWorks Business Server components near or on the DBMS server, while running the Display Server / Message Server components near or on the client connection point server.

High Performance Multithreaded business service execution, avoidance of persistent message queues, event driven implementation (no polling), and automatic load balancing permit message rates of up to 500 per second (on a single system configuration).

Reliable WaveWorks supports the ability to configure multiply redundant parallel Business Server components. In addition to load sharing, the redundant servers will automatically hotswap / load-shift to the remaining servers if one or more server systems suffer a complete or partial failure.

Platform Independence Dependency on NT specific features are minimal and are internally well isolated.

Minimum Dependency on Third-party Components To improve platform portability and reduce licensing costs, WaveWorks depends on only generally available add-on components, such as: an ODBC compliant DBMS, Winsock 1.1, an http server, and a third-generation (or better) Web browser. A suitable version of all of these components is included with NT 4.0 server.

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Architecture Overview

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2.1.2 WaveWorks Components

The WaveWorks components are shown in the following diagram and described below.

							User Interface Tier
	Desktop GUI						Desktop GUI
	Clients		Thin	Thin	Thin	Thin	Clients
			Radio	Radio	Radio	Radio
	Web Clients		Clients	Clients	Clients	Clients	Web Clients
	(CGI)						(CGI)
			Spectrum 24 Network
	Business Logic Tier		Symbol Enabler		Business Logic Tier		Business Logic Tier
			WaveWorks		WaveWorks
			Radio Display		Config
		E	Servers
		t
		h				W
		e
						A
	WaveWorks	r	WaveWorks Message Server				WaveWorks
						N
	Business Object	n					Business Object
	Servers	e					Servers
		t
			WaveWorks
			Business Object		Business
	Business		Servers				Business
					Service
	Service				Objects		Service
	Objects						Objects

Data Access Tier

DBMS			Device Drivers		POS API

?

ODBC (or other)

Application Data

Sources

WaveWorks Message (TCP)

COM

API / Other

Display Server Manages the user interface and screen flow for radio-based, thin client applications. Maintains client data variables to record the state of the client application. Invokes business services via WaveWorks messages.

Message Server Provides light weight message routing and load balancing services between the various WaveWorks system components. Supports Command / Response style communication for the execution of business services, and unsolicited client-to-client messaging.

Business Server (Object Broker) Manages the creation, destruction, and invocation of COMbased business service objects. Automatically creates and destroys object instances based on system demand. Permits sharing of database connections by multiple clients. The WaveWorks architecture supports multiple Business Servers, running on either local or remote systems.

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Architecture Overview

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WaveWorks Messages The WaveWorks messaging service uses a common message format for all WaveWorks messages. This format contains a fixed header, followed by zero or more application dependent data fields. TCP is used as the transport protocol for all WaveWorks messages. This permits the business logic tier to reside on a remote system, if desired. The messages form the "glue" that cements the client interface tier of the application to the business logic tier. The messaging service can also be used to implement direct "client-to-client" messaging.

Business Service Objects Contain the vertical business application logic, implemented as Microsoft COM automation server objects. The term "Service Object" is used to describe the COM interface subset to which all WaveWorks-managed objects must adhere.

Transaction Model WaveWorks uses a transaction Id scheme to provide namespace services for purposes of automatically routing request messages to a capable Business Server for execution.

Development Tools (Optional Component) An application interface development tool (Screen Maker) supports rapid development of thin client radio applications. A radio terminal simulation tool (Screen Runner) permits testing of Screen Maker applications without the need for an actual radio network. A WaveWorks C++ foundation class library is also available, which includes classes that support ODBC data access, WaveWorks messaging, INI file access, Date / Time manipulation,and more.

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Architecture Overview

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2.2PSS Software Overview

Built upon the WaveWorks core software, the PSS software consists of

•COM Objects

•NT Services

•Display Server Scripts

•Database

The COM Objects and NT Services perform the business logic. That is, they are responsible for the data manipulation and system sequencing that makes the system a portable shopping system. The methods contained in the COM Objects and the NT Services are invoked via WaveWorks transactions. The COM Objects are dynamically created and deleted by the Business Server. The NT Services are started at system startup and remain resident in the system.

The Display Server scripts provide the user interface mechanism for the hand held terminals and entrance units. The scripts define the screen layout and provide the handling of user actions for those devices. When necessary, the scripts invoke business methods via WaveWorks transactions.

The database contains all of the persistent data of the system. The database is used to store all information about the devices, shoppers, items, and system configuration as required.

2.3Major Subsystems

2.3.1 Unit Management Subsystem

The Unit Management Subsystem (UMS) manages the Symbol hardware devices that comprise the PSS system. Those devices include hand held terminals, cradles, entrance unit devices, ticket printers, and power supplies. UMS ensures that the devices work in concert with one another to provide a seamless integrated system.

2.3.2 Shopping Trip Subsystem

Once the shopper retrieves the proper hand held terminal from the dispenser, the Shopping Trip application allows the shopper to add and delete items from their basket and view the “totals” information for their current shopping trip. Shopping trips can be ended by returning the hand held terminal to an empty dispenser slot or by scanning an “End of Trip” barcode. Each activity during the shopping trip is logged and available for review from the Service Terminal.

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Architecture Overview

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2.3.3 Quick Order Subsystem

While shopping, a user may choose to place a quick order through the optional Quick Order subsystem provided. The shopper identifies, through the quick order mechanism, the products and the quantities/weights of those products they wish to order. The quick order can then be sent to the appropriate department, where a web screen displays to store personnel the orders placed by shoppers. After they have finished processing the order, store personnel can send a message to the shopper that their order is ready to be picked up.

2.3.4 Queue Busting Subsystem

The Queue Busting subsystem allows the PSS System to be used in a slightly different manner than normal, but also helps retailers and shoppers reduce the amount of checkout time. Any hand held terminal which has been released can be used for queue busting. This is normally done by store personnel to alleviate long checkout lines which may have formed.

Transactions in this mode are initiated by scanning a special (configurable) barcode. More than one barcode can be configured for use in this manner. This barcode is expected to be on a plastic token. Once the special barcode has been scanned, the items in the customer basket are scanned. A PSS transaction is created in the same manner as a normal PSS transaction. After all items in the basket have been scanned, the special barcode, which began this mode, is scanned again.

This transaction is sent to the POS System. The plastic token containing the barcode is then handed to the customer with instructions to give it to the cashier at the checkout register. When the customer reaches the register, they present the token and their loyalty card (if used) to the cashier who then performs a standard non-audit self scan checkout. After the customer checks out, the token can be re-used for other customers.

2.3.5 Express Shopper Subsystem

The Express Shopper subsystem also allows the PSS System to be used in a slightly different manner than normal, and also helps retailers and shoppers reduce the amount of checkout time. A self-scanning kiosk is installed near the express checkout lanes in the store. A customer picks up a terminal, scans their items, and replaces the terminal into the dispenser slot. The customer then proceeds to the PSS checkout lanes and presents their ticket or loyalty card to the cashier who then performs a standard non-audit self scan checkout.

2.3.6 Electronic Marketing Subsystem

The PSS system also allows for a basic electronic marketing facility through the Electronic Marketing subsystem. This application allows a retailer to send messages to a shopper’s hand held terminal anytime that a given item is scanned.

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2.3.7 User Messaging

Also, through the User Messaging application, the store has the option to send messages to shopper’s hand held terminals. The messages can be any text, and can be made to be repeated, to be displayed at fixed times during the day, and/or to be directed to any set of shoppers currently in the store. In addition, messages can be "pre-loaded" such that they are displayed to the user the next time they enter the store and use the PSS system.

2.3.8 Transaction Ticket Printing

The Transaction Ticket Printing application prints a transaction ticket for the shopper at the conclusion of their self-scan shopping trip. The ticket is used to direct the shopper to the selfscan or quick pay lanes. The ticket also provides a mechanism, when scanned, for notifying the POS System that this is a PSS transaction. Using a transaction ticket is optional.

2.3.9 POS Interface

The POS Interface application provides the mechanism by which the PSS System can be fully integrated into a store’s environment. It handles price file updates and Scan-In/ Scan-Out file mechanisms.

2.3.10 System Administration

Further, a system administration application is provided which allows store personnel to adjust and monitor the PSS system and data.

2.4PSS Overview Diagram

The following diagram depicts the PSS Software in the context of a WaveWorks system. The system hardware interfaces occur via the Spectrum 24 network. The hand-held terminal user interfaces are managed as shown in the Application User Interfaces. The Web screens used at the Service Desk Terminal interface via the Web Server. The Message Server routes messages through the Business Server to COM objects that perform the PSS business logic and provide any necessary database manipulations.

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				Native
	Entrance	Ticket	Asterix	POS System
				Controller
	Station	Printer	Terminals
	Service Desk			Checkouts

PSS	Spectrum 24
Web	Network
Server
Web	Ethernet
API		ObjectWave/OpenView
		Wireless Network
	Sockets	Management
System
	Hand held
Customer Management	terminal
Management	management

	PSS Web			Comm Manager
System	Server		System
Configuration	Applets			Status		Unit
				Comm Interface	Shopping
Data		Transaction				Managem
					Trip
Management		Maintenance		Display Server		ent
(Reports and					Module
Queries)						Module

	Sockets		Sockets
				Applicationon User InterfacesUser
	Message Server			Interfaces
Configuration	Sockets
Files	Business Server	Business Server
	Threads
UMS COM	Shopping	Other COM	Future COM
	Trip COM
Object	Object	Objects	Objects
	ODBC - Database Interface & System
	Interface Drivers

Configuration	Data Base
Files

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2.5PSS Component Diagram

The following diagram gives a more complete listing of the software components included in the WaveWorks PSS system. Further details of these components are provided in subsequent chapters.

HARDWARE

HARDWARE INTERFACE SOFTWARE

Hand-Held	Card	Entrance	Ticket	Store
Terminals	Reader	Display	Printer	POS
					Service Terminal
	Hardware	Hardware	Hardware	POS	Browser
STEP/				Interface
	Interface		Interface
Enabler		Interface		Service
	Layer		Layer
		Layer

Local POS Files

CLIENT

SOFTWARE

MESSAGING

Display	Entrance	Entrance	Printer	File	IIS
				Monitor
Server	Service	Service	Service	Service	ComClientTx

Message Server

BUSINESS OBJECTS

Business Server

Unit

PSS

PSS

PSS

PSS

PSS

PSS

POS

PSS

Quick

Trans-

PSS

Manage-

Customer

Shopping

Special

System

Interface

Activity

Order

action

Utilities

ment

Rank

Trip

Barcode

Messages

COM

COM

Barcode

Ticket

COM

COM

COM

COM

COM

COM

COM

COM

PSS DB

POS File

PSS Item

PSS

PSS

PSS File

Transactio

Customer

PSS Web

Cleanup

Transfer

Maint

Maintenan

n Files

Maint

Utility COM

COM

COM

COM

ce COM

COM

COM

BUSINESS

SERVICES

Unit

PSS

PSS

PSS

PSS

PSS

PSS

POS

Managemen

POS Events

PSS Activity

Marketing

NLS Lib

Transaction

Ascii

Rescan

Pricing

Message

t

Log Lib

Message

(Language

Ticket

File

Lib

Lib

Log

Lib

Lib

Support)

Lib

Lib

PSS

PSS

PSS Item

PSS

PSS History

PSS

PSS

PSS

Shopping

Special

POS Status

Customer

Quick Order

Activity

Customer

Lib

Session

Trip

Barcode

Rank Lib

Lib

Lib

Lib

PSS

Lib

Lib

PSS

PSS

PSS

PSS

PSS

System

POS

PSS Utility

Variable

PSS Db

PSS File

Shopping

Import

Barcode

Configura-

Messaging

Configuratio

Lib

Weight

Cleanup Lib

Utils Lib

Trip Lib

Lib

Lib

tion Lib

Lib

n Lib

Barcode

	DATA	ODBC Database
	STORAGE

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Hardware Requirements

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3. Hardware Requirements

3.1Windows NT Computer

A Windows NT Machine is required with approximately the following configuration:

•Intel-based PC (minimum 233 MHz Pentium)

•Windows NT Server version 4.0 (NT Server needed to perform DHCP functionality; if some other host in store is a DHCP server where PSS files can be written, NT Workstation is sufficient.)

•VGA monitor

•Mouse

•xx Mb of free space on the hard disk disk sizing is dependent on length of time historical data is to be stored in database

•minimum 128 Mb RAM

•CD drive

•Ethernet adapter card

•Token ring adapter card (optional)

The build environment expected is:

•IBM RCO Version 2.3 NT Client Support

•ODBC-compliant database (SQL Server is recommended)

3.2Hand Held Terminals

•Symbol Technologies’ CST 2040

•Asterix 2 RF; 5-key model

•Asterix 3, RF

Note: See Symbol product literature for available terminal types and options.

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3.3Terminal Dispenser/Entrance Unit

•Symbol Technologies’ CPD 20XX Dispenser - 96, 64, or 32 slot (for Asterix 2 terminals)

•Symbol Technologies' Asterix 3 Standard Charging Cradle

•Entry Station barcode reader or magnetic stripe reader

•Standard furniture

•Optional ticket printer

Note: See Symbol product literature for available dispenser types and options.

3.4Spectrum 24 Radio Network

The hand held terminals communicate to the Windows NT computer via Symbol’s wireless radio system. The terminals send and receive radio messages via multiple “access points” located throughout the store.

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4. PSS Software Installation

This installation guide is intended to provide a roadmap for installing and configuring the PSS system and all supporting software. The reader should be familiar with the Windows interface and installing software.

This guide assumes the software is being installed on a new machine. It is strongly recommended that the target computer be dedicated to running PSS and that you install the software onto a freshly formatted disk.

Before Starting

The following media will be needed during the installation process:

-Bootable Microsoft NT Server Version 4.0 Installation CD

-NT “Getting Started” book (with the Certificate of Authenticity on the front)

-NT 4.0 Service Pack 5 CD

-NT 4.0 Option Pack CD

-Video and Network Card drivers

-Microsoft SQL Server 7.0 (Standard) CD

-Microsoft Access CD or Microsoft Office 97 Professional Edition CD

-Symbol PSS Setup CD (includes WaveWorks, PSS, and customer changes)

The following information will be needed during the install:

-Administrative account and password for the computer

-The IP address and hostname of the target computer. (It is suggested that the target computer use a private IP subnet. The 172.16.N.N addresses are typically used with a

subnet mask of 255.255.255.0; this allows for 256 hosts on the subnet).

-The range of IP addresses to allocate for DHCP use. If you need to have the target computer on the office/store network, make sure that there are no other DHCP servers on the same subnet. If that is not possible, then install a second network adapter and use it to connect to the outside world, leaving the private IP subnet for PSS use.

-Access Point ESS ID (aka Net ID)

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4.1Install NT 4.0 Server

The first step in the installation process is to install the NT 4.0 Server operating system. It is strongly recommended that you do a clean installation of the entire system. Many of the more expensive server PCs come with customized installation programs that walk the user thru the NT installation process. If your PC comes with a special installation CD, you should use it, but read this section first to identify the places where you will have to change settings from the default values. This section describes the NT installation process using the standard Microsoft NT Server installation CD.

Below are the specific steps to follow:

Turn the computer on. During the boot-up process, enter the CMOS setup however that process occurs on your machine. Look for a message that says which key to press to enter Setup (Delete and F2 are popular choices).

-Set the CMOS to boot from the CD-ROM drive.

-Insert the NT Server CD Installation in the CD-ROM drive, then exit from the CMOS settings. The system should now boot from the CD.

-The blue “Windows NT Setup” screen is displayed. Wait while various system files and drivers are loaded.

-The blue NT boot screen is displayed, then it goes back to the “Windows NT Server Setup” screen.

-Press Enter to install Windows NT now.

-The Mass Storage screen is now displayed. This section of the setup process is hardware specific. Most corporate PCs do not have SCSI interfaces installed in them. Many server PCs do come with SCSI interfaces, so you’ll need to know what kind of hard disks your system has before continuing. Press Enter to skip searching for SCSI devices. Press “S” to check for them.

-The Licensing Agreement is displayed. Read the Agreement (press the Page Down key to advance to the next page) until end of End User License Agreement (EULA) verbiage is reached.

-Press F8 to accept the Licensing Agreement.

-The Server Setup screen is displayed which lists any previous installations of NT. Select “N” to install a fresh copy of NT Server.

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-The Components list is displayed. Press Enter to accept the list of standard hardware/software components.

-The Partition options screen is displayed. It is very important to pay attention to what you are doing here. This section is also hardware specific.

-Start off by deleting all existing disk partitions. Select each existing partition (use the arrow key to move the highlighted partition) and following the on-screen instructions.

-The screen should now only show “Unpartitioned space” since you just deleted all existing partitions. The next step is to create a partition that NT will be installed onto. Depending on the size of your hard drive, you’ll want to select a value between 2GB (2047 MB) and 4GB (4095 MB). You will now create a system (C:) partition. Move the highlight to “Unpartitioned Space” with the arrow keys. Press “C” to create a new partition and then enter the partition size (a number between 2047 and 4095, consult your system administrator if you need help).

-If your disk is 8GB or smaller, you can create a D: partition here. If your disk is greater than 8GB in size, the NT setup program can’t access all of it, so it’s best to wait until later to create the D: partition. To create a D: partition, follow the same steps as for the C: partition, with the exception that the size will be all the remaining space on the drive (the number is already filled in for you by default). Typical installations might evenly divide a 6 or 8 GB disk between the C and D partitions. If you expect the database to be quite large, then give the D: parition more space than the C partition (but give C at least 2GB!).

-Put the highlight on the C: partition and press Enter to install NT on the C: drive

-The File System selection screen is displayed. The FAT file system is the default, but FAT partitions are limited to a maximum size of 2GB and are not as efficient as the NT File System (NTFS). Select the NTFS file system and press Enter.

-Wait while the system formats the C: drive. Note that the D: partition (if you created one) does NOT get formatted at this step. Formatting a 4GB partition can take a while (10 minutes perhaps).

-The File location screen displays. Press Enter to accept installing NT in the \WINNT folder.

-The Hard disk examination screen displays. Press ESC to skip the exhaustive hard disk check. The exhaustive check physically checks the entire hard disk surface and can take a very long time, so we skip it.

-Wait while setup does a quick disk check.

-Wait while setup copies files to the disk.

-The Setup Successful screen is displayed. Remove the CD from CD-ROM drive.

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-Press Enter to restart the computer.

-Wait while the system reboots and prepares to continue the installation. You will be prompted to insert the NT server CD when it is ready to continue. Note that the PC is now using the mouse and is displaying graphical screens.

-Wait while more files are copied.

-The Windows NT Setup Wizard is displayed. Click the Next button to gather information about your computer.

-The Name screen displays. Enter a name and organization in the fields provided, then click on the Next button.

-Enter the Product ID (use the tab key to jump between fields) then click on the Next button. The Product ID code is found on the cover of the NT Server “Getting Started” book with the “Certificate of Authenticity” on it.

-The Licensing Modes screen is displayed. Select “Per Seat”, then click on Next.

-The Computer Name screen is displayed. Enter the name of the computer. Note the name must be unique to avoid confusion within your network domain. Then click on Next. Contact your network administrator if you need help selecting a Name.

-The Server Type screen is displayed. Select the “Stand Alone Server” option, then click on Next.

-The Administrator Account screen is displayed. Enter the Administrator Account password (and the confirmation to ensure you typed it correctly), then click on Next.

-The Emergency Repair Disk screen is displayed. Select “No”, since one will be created later (once the the system is completely configured). Click on Next to continue.

-The Select Components screen is displayed. In general, we try not load any “fluff” on the server, so we will limit the amount of extra software we install.

-De-select all the options (no check mark) except for the “Accessories” and “Communications” options.

-Highlight the Accessories option and click the Details button. Select all the components listed. Select the OK button.

-Highlight the Communications option. Click on the Details button. Deselect the Chat and PhoneDialer options. Hyperterminal should be the only component selected. Click on the OK button.

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- Click on the Next button on the Select Components screen to continue.

-The Windows NT Setup screen displays again, click Next to Install Networking.

-The Networking screen is displayed. The “will participate” and “wired to the network” options should be checked by default, click Next to continue.

-The Microsoft Internet Info Server (IIS) screen is displayed. The “Install” MS IIS box is checked by default. Uncheck the box since we will be installing a newer version of IIS later in the procedure. Click Next to continue.

-The Network Adapter screen is displayed. Click on the “Start Search” to look for network cards. Depending on the type of PC you have, the search may or may not find the network interface in your computer. The procedure assumes the search does NOT find the network card in the PC or built into the motherboard.

-Click on the “Select from list“ button, then Click on the “Have disk…” button.

-Insert the floppy disk containing the NT drivers for your network card then click on OK to search the disk.

-Select the proper driver from the list, then click OK to copy the driver files to the hard disk.

-The network card you just installed the drivers for should now be listed. Click Next to continue.

-The Network Protocols screen is now displayed. Deselect the “NWLINK IPX/SPX” protocol. Select the NETBui protocol. TCP/IP is required by the PSS system. NETBUI is used by NT to access disk drives on other computers. Click Next to continue.

-The Network Services screen displays. Click on the “Select from list..“ button.

-Select the “Microsoft DHCP Server” service from the list, then click OK. The DHCP service is a central resource that gives out IP addresses to other computers on the same network. The terminals do not store IP addresses, so they ask DHCP for an IP address when they first connect to the system.

-Note that DHCP Server is now added to the list of Network Services to install. Click Next.

-Click Next again to install the networking components.

-Wait while files are copied. Click OK on any status boxes that display.

-The TCP/IP Setup dialog box displays and asks “Do you wish to use DHCP?” Click the “No” button. Just to clarify, this dialog box is asking if we want to assign a hard-coded IP

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address to the computer or to let the computer use DHCP (running on some other computer) to supply us with an IP address. We do NOT want to use DHCP to get an IP address.

-The TCP/IP Properties dialog is now displayed. Enter the following information in the fields provided, then click OK:

-IP address

-Subnet mask

-Gateway

-The following entry may or may not display: “At least one of the adapter cards has an empty primary WINS address. Do you want to continue?” Answer “Yes.”

-The Bindings screen is displayed. Click Next to skip past Bindings screen.

-The Network Start screen is displayed. Click Next to start the network.

-The Computer Name screen is displayed. Click Next to accept the computer name and workgroup selection.

-Click Finish to complete the network setup.

-The Time screen displays. Select the appropriate time zone and system date and time, and then click on Close.

-A Message box is displayed concerning the video adapter. Click OK. Then click OK on the Display Properties dialog box. These selections just confirm that you are using the default 640x480 VGA video driver. We will update the video driver later in this procedure.

-Wait while Setup copies files.

-The Windows NT Successfully Installed message is displayed. Remove CD and floppy, then click “Restart Computer” button.

Congratulations! Windows NT Server is now installed.

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4.2Install the NT 4 Service Pack

NT has bugs, just like any other software. features and fix bugs on your NT installation. how to install Service Pack 5.

Microsoft releases “service packs” to add new This section of the installation guide documents

-Log in as Administrator (using the password you defined in section 1).

-Close the “Welcome to Windows NT” window.

-Insert the NT Service Pack 5 CD. Service Pack 5 will autostart in a few seconds.

-Click on the “Install Service Pack 5” link (on the left).

-The screen jumps to the Service Pack 5 options. Click on the “Install Service Pack 5 for Intel-based processors” link.

-A message box asks how to open the file. Click on “Open” to run the setup program.

-The License window displays. Select the “Accept License “ option, deselect the “Backup files” option, then click on “Install” to continue.

-Wait while files are copied.

-Click on the “Restart” button to reboot the PC.

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4.3Install Internet Explorer 4.01 Service Pack 2

The PSS system uses the Internet Explorer web browser by default. Installing IE4 also provides some useful desktop updates. We will upgrade our IE4 installation to IE5 later in the procedure (primarily to install the Task Scheduler that comes with IE5), but we install IE4 here to get the desktop update and other Windows enhancements.

-Log in as Administrator.

-The “Welcome to Window NT” Screen is displayed. Uncheck the “Show Welcome Screen Next Time“ option, then click “Close.”

-Open, then close, the CD drive to restart the Service Pack 5 installation program.

-Click on the “Internet Explorer 4.01 Service Pack 2” link on the left (scroll down if necessary).

-Click on the “Install IE4.01 SP2 for Intel-based Systems” link.

-Click Open on the security message.

-The Internet Explorer 4.01 Service Pack 2 screen is displayed. Click Next.

-The License screen is displayed. Select the “I accept” option, then click Next.

-The Installation Option screen is displayed. Click Next to accept a “Standard Installation”.

-The Windows Desktop Update screen is displayed. Click Next to install the desktop update.

-The Active Channel Selection screen displays. Click “Next”.

-The Destination folder screen displays. Click “Next” to accept the default destination folder.

-Wait while files are copied.

-Click OK to complete the install.

-Wait while the system is configured.

-Click OK to restart the PC.

-Wait while the PC reboots.

-Log in as Administrator again.

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-The IE4.01 setup program automatically starts when you log in and finishes configuring the system.

-Wait for the desktop to appear.

-Close the Active Desktop Window (click the “x”)

-Click on Start button, then Settings, then Active Desktop and uncheck the “View as Web Page” option.

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4.4NT Option Pack Install

The NT Option Pack installs software that is not part of the standard NT installation. Our purpose for installing the Option Pack is to install the Microsoft Internet Information Server (IIS). IIS is the web server used by PSS for the Service Terminal screens.

-Insert the Option Pack CD, click Install

-Click on Step 5, Install the Windows NT Option Pack.

-Select the “Run this program from current location” option, then click the OK button.

-Click “Yes” on the security warning screen.

-The message “Not tested with Service Pack 4 or greater. Do you wish to proceed?” message displays. Click Yes.

-The NT Option Pack Setup screen is displayed. Click Next to continue.

-The License Agreement displays. Click on the “Accept” button.

-The Options screen is displayed. Click on the “Typical” button.

-Click on the Next button to confirm the default file locations.

-Click on the Next button to confirm the default “mailroot” location.

-Wait while files are installed.

-Click “Finish” to complete the setup.

-Click “Yes” to restart the computer.

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4.5Install the Video Driver

The normal NT installation uses a generic video driver. This section leads you through the steps to installing a video driver for the specific video card in your computer. Installing the correct video driver for your hardware allows the system to run at higher resolutions, refresh rates and numbers of colors. You will need the floppy disk containing the video drivers in this section.

-Right Click on the desktop and select the Properties option from the menu.

-The Display Properties window is displayed. Select the Settings tab. Click on the “Display Type” button.

-Click the “Change…” button.

-Click on the “Have Disk…” button.

-Insert the floppy disk containing the NT video drivers. Click OK.

-Select the appropriate driver from the list, then click OK.

-A third party driver message is displayed. Select the “Yes” button.

-Wait while files are copied from the floppy disk to the hard drive.

-The “Successful Installation” message is displayed. Click OK.

-Select the Close button on Display Type window.

-Select the Close button on Display Properties window.

-Remove the floppy disk from the drive.

-Click “Yes” to reboot the computer.

-Wait while the computer reboots.

-Log in as Administrator.

-A message about a new graphics driver is displayed. Click OK.

-Set the Desktop Area to 1024 x 768 (suggested value)

-Set Color Palette to 65536 colors (suggested value)

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-Set Refresh Frequency to 85Hz (or the highest refresh rate offered)

-Click the “Test” button, then the OK button to view the test pattern.

-The test ends after 15 seconds. Click “Yes” if you saw the test patten properly.

-Click OK to exit the Display Properties window.

-Click on the Start button, then Control Panel, then System, then Performance tab. Set the Virtual Memory min and max sizes to twice the RAM installed in the computer, then click the “Set” button. Click OK. Select Start Up/Shutdown tab. Change time in “Show list for…” option to 3 seconds. Click OK.

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