Unitec Portal 2 To 3 Upgrade Path User Manual

PORTAL TI
Portal 2 to Portal 3 Upgrade Path
In order to upgrade from Portal 2 to Portal 3, you MUST have a laptop and an Internet connection, and an Arbor board installed in at least one Portal. You WILL NOT be able to move any information over from the Portal 2 cards to the Portal 3 cards – you will be starting fresh.
1. Record all pertinent information from your Portal 2 Setup screens onto the following pages.
2. Print all accounting reports and house account reports from Portal 2 machines.
3. Power down the Portals and remove the C and D drives. Keep the C and D drives in a secure place for data backup.
4. Make sure an Arbor carrier board is installed in at least one machine. That machine will be the primary Portal.
5. Insert the new C drive into the top slot and D drive into the bottom slot of the machine(s).
6. Power up the primary machine. Enable the server on the primary Portal by entering the code 4401 then Enter on the keypad. Login to Maintenance Mode using UserID 00 and Password 00. Go to Setup>Enable Local Server. The Portal will reboot and start up in Out of Service mode.
7. Log into the Maintenance screen and ensure that the Portal ID is 1 for the primary Portal.
8. Using a laptop or desktop PC, access the management application by entering the following into the address bar:
http://XXX.XXX.XXX.XXX:9810/web (where XXX equals your site IP address)
9. Login to the application using UserID 00 and Password 00. Enter the information for Site, Products, Device Profiles, POS Interface (if required), and Devices according to the information you wrote down from Portal 2. Follow the instructions in the Portal Owners Manual.
10. Reboot the primary Portal and power up the secondary Portal, if applicable. Both Portals will start up in Out of Service mode.
11. Assign the device profiles to each machine according to the Portal Operations Manual.
12. Login in to Maintenance Mode and make a Cash Withdrawal (withdraw all money from the coin and bill dispensers in the machine) and then make a Cash Deposit so th at cash reporting will be accurate.
13. The Portals will now be operational.
Document Number: PTL1030 Page 1 of 4 Document Name: Portal 2 to Portal 3 Upgrade Instructions
PORTAL TI

Programming Information

Site Information:

Site Name:
Wash Equipment *
* List the Car Wash equipment manufacturer and model. For conveyor washes, also list the mfr & model of the controller.

Credit Configuration:

Dialup Internet Cards Accepted: Visa MC AmEx Discover Merchant ID:
Mercury Gift Cards accepted? Yes No
Mercury Merchant ID:

Wash Packages:

List in the order it will displayed on the screen from top to bottom.
Wash # Name (24 characters max) Price Output
1 2 3 4
Relay(s)
Document Number: PTL1030 Page 2 of 4 Document Name: Portal 2 to Portal 3 Upgrade Instructions
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