Unitec Portal Console User Manual

Portal TI Console
Installation & Operations Manual
Unitec
443-561-1200 • www.StartwithUnitec.com
PORTAL TI CONSOLE INSTALLTION AND
OPERATIONS MANUAL
SOFTWARE VERSION 2.0.0.1
In this manual, we discuss in detail the components and operations of the Portal TI Console. If further assistance is needed, please contact the distributor from which the Portal TI
Console was purchased. When calling for assistance, you must have the following information available: Portal TI Console Serial Number: Distributor Name:
COPYRIGHT
© 2012 Unitec, Incorporated. All rights reserved. No part of this book, including text, screen examples, diagrams, or icons, may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording, or otherwise) without prior written permission of Unitec, Incorporated.
TRADEMARKS
Portal TI, Wash Select II, Unitec, and the Unitec Logo are trademarks, service marks, or registered trademarks of Unitec, Incorporated.
All other products, services, and company names are trademarks or registered trademarks of their respective owners.
DECLARATION OF COMPLIANCE
This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense
Document Number: PTL1005 ii Document Title: Portal TI Console Installation and Operations Manual
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PORTAL TI
Table of Contents
1 Controller Console Overview........................................................................................................1
1.1 Introduction................................................................................................................................1
1.2 Consol e Hardware Overview.....................................................................................................1
2 Console Hardware Installation Procedures.................................................................................2
2.1 Requirements.............................................................................................................................2
2.2 Installation Procedures...............................................................................................................2
2.2.1 Console Installation Procedure ....................................................................................................2
2.2.2 Printer Installation Procedure.......................................................................................................3
2.2.3 Card Reader Installation Procedure.............................................................................................3
2.2.4 Keyboard and Mouse Installation Procedures..............................................................................3
3 Console Configuration Procedures..............................................................................................4
3.1 Requirements.............................................................................................................................4
3.2 Console Configuration Procedures............................................................................................4
4 Console Operations .......................................................................................................................9
4.1 Using the Touch-Screen Interface.............................................................................................9
4.2 Daily Operations.......................................................................................................................10
4.3 Console Diagnostics ................................................................................................................11
4.3.1 Calibrate the Touch-Screen.......................................................................................................11
4.3.2 Printer Test.................................................................................................................................12
4.3.3 Card Reader Test.......................................................................................................................13
5 Controller Console Maintenance ................................................................................................14
5.1 Cleaning...................................................................................................................................14
5.2 Verifying Ethernet Communications.........................................................................................14
5.3 Console Power Specifications .................................................................................................14
5.4 Changing the Battery ...............................................................................................................14
Document Number: PTL1005 i Document Title: Portal TI Console Installation and Operations Manual
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Index of Figures
Figure 1. Console Connection Locations.........................................................................................2
Figure 2. Red Connection Failed Screen......................................................................................... 4
Figure 3. Router Test Successful.....................................................................................................5
Figure 4. Router Test Failed ............................................................................................................6
Figure 5. Console Configuration Screen.......................................................................................... 6
Figure 6. Console Login Screen ......................................................................................................8
Figure 7. Console Sales Screen....................................................................................................10
Figure 8. Check-Void Code Screen...............................................................................................11
Figure 9. Console Calibration Screen............................................................................................12
Figure 10. Console Printer Test Screen.........................................................................................12
Figure 11. Console Card Reader Test Screen...............................................................................13
Figure 12. Lithium Battery Location...............................................................................................15
Document Number: PTL1005 ii Document Title: Portal TI Console Installation and Operations Manual
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1 Controller Console Overview

1.1 Introduction

The Portal TI Console provides compact local access to the Management Mode of the Portal TI Software. Unitec designed the console primarily to be used as a Point of Sale (POS) inside your convenience sore (C-Store) or your site office. In this role, your onsite employees use the console to sell washes, update House Accounts, and per form shift or d aily closes.
In addition, by connecting the keyboard and mouse, the console functions as a data entry point. This allows users to enter and edit information in the Portal TI software. For example, users can enter Vault Events when they add or remove cash from the Vault, or add the contact details to existing or new House Accounts. Site managers also have the ability to edit system configuration settings through the Setup menus.

1.2 Console Hardware Overview

The console is a compact case with a touch-screen interface. The mouse, power supply, printer, and network cables plug into the back of the unit. A keyboard is not needed because you may use the touch screen on the console to enter all configuration information.
When you purchase the Console option, you will receive the following components:
Portal TI Console
Limited Source Power Supply
Ticket Printer
Parallel Printer Cable
Tabletop Magnetic Swipe Reader
Spare Paper Roll and Ribbon
A USB keyboard and USB mouse can be connected to the USB ports on the back of the Console.
Document Number: PTL1005 1 Document Title: Portal TI Console Installation and Operations Manual
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2 Console Hardware Installation Procedures

Installation of the Console consists of connecting the Power Supply, the Receipt Printer, the Card Reader, and then connecting the Console to the network r outer.

2.1 Requirements

The console requires the following items:
LAN - The Console can only be used if you have the Portal connected to a Local Area Network (LAN).
Ethernet Cable – You must have sufficient Ethernet cable to reach from the Console location to the LAN/Router (this length cannot exceed 294ft).

2.2 Installation Procedures

Refer to Figure 1 during installation for identification of the port s on the back panel of the unit.
Figure 1. Console Connection Locations

2.2.1 Console Installation Procedure

1. Connect the Ethernet cable to the Ethernet Port.
Document Number: PTL1005 2 Document Title: Portal TI Console Installation and Operations Manual
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