Multi-Site Accounts Setup
Table of Contents
Overview ......................................................................................................................................... 1
System Requirements ................................................................................................................. 1
Setup ........................................................................................................................................... 1
Account Setup ............................................................................................................................. 5
Shared Accounts Management ....................................................................................................... 6
Summary ..................................................................................................................................... 6
Utilities ........................................................................................................................................ 7
Table of Figures
Figure 1. Restart Server Utility Screen ............................................................................................ 2
Figure 2. Shared Payments Configuration Screen .......................................................................... 2
Figure 3. Edit Remote Site Configuration Screen ........................................................................... 3
Figure 4. Shared Payments Publish Screen ..................................................................................... 3
Figure 5. Shared Payments Utility Screen ....................................................................................... 4
Figure 6. Manage Accounts Utility Screen ...................................................................................... 4
Figure 7. Pre-Paid Account Setup Screen ....................................................................................... 5
Figure 8. Fleet Account Setup Screen ............................................................................................. 6
Figure 9. Enterprise Overview on Summary Screen ....................................................................... 6
Figure 10. Enterprise Overview Screen........................................................................................... 7
Figure 11. Test Connection Utility Screen ....................................................................................... 7
Overview
The Multi-Site Accounts feature utilizes the Sierra Shared Payments application to allow
accounts stored on a site controller to be used at other locations. While accounts can only be
set for multi-site sharing when they’re stored on a controller, accounts can be used at any site
with a Portal, C-Start, Sentinel, WashPay device or Wash Select II (when its connected to a site
controller). Account types supported are Prepaid, Fleet, Subscription (unlimited wash) and
loyalty. Account sharing is a software option that requires the purchase of an activation code.
This document refers to sites as either Publishing or Remote. A publishing site is one where the
site controller is configured to share its accounts so they can be used at other sites. All
deployments must have at least one publishing site. A Remote site is one where multi-site
accounts can be used but no multi-site accounts are stored.
System Requirements
Requires sierra version 1.63 or higher at all sites.
Requires the Sierra Enhanced Marketing Option at all sites.
Requires the Shared Accounts option to be enabled on site controllers at all publishing
sites
Requires a static IP Address at all sites with port 9820 open for external access
Setup
To configure a site controller for sharing its accounts, the following information is needed for
each site where the accounts can be used:
Site IP address
Zip Code and Time Zone
Database ID for the Sierra server application
Once this information is available, and all system requirements (as described earlier in this
document) are met, follow the steps below to configure the site controller at each Publishing
site. No programming is required at remote sites.
1. Login to the Sierra management system on the server.
2. Go to the Setup tab, then go to Activation Codes.
3. Verify that you have a Shared Payment Service and House Account and Gift Card
Support codes. If you do not have them, please call 1-800-4-Unitec and have one setup.
You will need to restart the server after the new activation code has been added, by
going to the Utilities tab, then clicking Restart Server.
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Figure 1. Restart Server Utility Screen
4. Go to the Setup tab then go to Shared Payments in the left frame.
Figure 2. Shared Payments Configuration Screen
5. Click Add Remote Site.
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Figure 3. Edit Remote Site Configuration Screen
6. Enter the Site Name for the remote site.
7. Enter the Remote site’s IP address as the Web Address. Do NOT enter port numbers
(example :9820).
8. Enter the Database ID for the remote site.
9. Select the Time Zone from the drop down menu.
10. Enter the Zip Code to the remote site.
11. Click Save.
12. Repeat these steps for each remote site you’d like to connect.
NOTE: These steps will need to be repeated at EACH publishing site.
Figure 4. Shared Payments Publish Screen
13. Select Publish Sites, then click Start. This will push the site connection information to all
of the publishing and remote sites in the network.
Note: This step will need to be repeated if a new site is added to the network.
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If you have a pre-existing site and would like to share all accounts saved on that site, go to the
Utilities tab, then to Shared Payments on the left frame.
Figure 5. Shared Payments Utility Screen
The Manage Accounts buttons allows you to choose whether or not you would like to “bulk”
select all existing accounts to be shared.
Figure 6. Manage Accounts Utility Screen
Click Shared to share all local accounts, or click Not Shared to only share certain accounts by
managing them under the Accounts tab. Click Execute.
Note: Once the accounts are created and shared, you should return to this section and publish
the accounts, so that they are shared with all sites in the network. When a new account is
created after setup is complete, it will automatically be published to the other sites.
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Account Setup
When creating new accounts, or if you’d only like to share some, but not all accounts, go to the
Accounts tab and click on the Edit button next to the account name. To share account
programs, house accounts or fleet accounts, make sure to select the Share box at account
setup.
If the Shared box is not checked, that account will be authorized at that site, only.
Figure 7. Pre-Paid Account Setup Screen
A shared account program will allow the account created from the program to be automatically
shared to the connected sites.
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Figure 8. Fleet Account Setup Screen
A shared fleet account will allow fleets with multiple vehicles to use the accounts at the
connected sites. You may also “share” individual users of the fleet account.
Shared Accounts Management
Summary
Once the remote sites are configured, the Summary screen will have an added button for an
Enterprise View. Click the Enterprise Overview.
Figure 9. Enterprise Overview on Summary Screen
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The Enterprise Overview screen will display all connected sites, the status of the server, the
wash count, current sales totals, and the current weather.
Figure 10. Enterprise Overview Screen
The site names are links to the management software of that particular site. The weather is a
link to the National Weather Service.
Utilities
To test the connection between sites, go to the Utilities tab, then to Shared Payments on the
left frame.
Figure 11. Test Connection Utility Screen
To test the connection to other sites, click Test Connection. You may test each site individually
or test all of them. The server will ping the other servers, then post the result.
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