Fidelity IT

Fidelity for IT Guide

Why do I need this document?


You are being given this document because Fidelity are supplying an EPoS Solution to the organisation you support.  This document aims to provide you with two things:-


  • Essential information that will be required to allow a successful implementation of the Fidelity EPoS solution 
  • Information you will require to assist with the ongoing use of the system.

What Fidelity Supply


Fidelity supply POS Software and Back Office software that is written in house and POS Hardware sourced from leading UK POS Hardware suppliers. Fidelity also integrate with third party systems for solutions such as ordering and EFT payments.

Fidelity Software


Application Name
Application Use
Fidelity GPoS (GPoS)
Software that runs on the point of sale hardware
Total Control Premier (TCP)
Back of house software for product maintenance and reporting analysis

Instant CRM/Instant Loyalty (CRM)
Back of house software that provides Loyalty/Cashless/Membership functionality
Fidelity Fusion
Cloud hosted data analysis system
Bartender Automation Edition
Written by Seagull Scientific but supplied by Fidelity. Used for label production.

Third Party Integrations


Application Name
Application Use
Payware Sentinel
EFT Card Payments
WorldPay/YesPay IPC/EasyVTerminal
EFT Card Payment
Yoyo
Cloud Based Cashless Payments + Voucher rewards
sQuid
Cashless Payments
CO-OP Link
Ordering Integration
NUSSL Catalogue
Online Product Catalogue
Magna Carta Facility Pro
Cashless System
PayPal
Cloud Based Cashless Payments
Sports Booker
Online Bookings system
G4s - Girovend
Site Based Cashless Payments
Counter Solutions
Site Based Cashless Payments
Debitrak
Cloud Based Cashless Payments
Uniware uPay Chilli
Cloud Based Cashless Payments
Kappture
Cloud Based Cashless/Loyalty Payments
Sagepay
EFT Card Payment
Global Payments
EFT Card Payment



System Architecture


The Fidelity EPoS Solution uses a Microsoft SQL server. This can be either a full version or the express version depending on the size of the system being installed.

An ‘Application Server’ will be defined that runs Services used for many functions. This is strongly recommended to be a server but can be on a desktop PC for a small system.

The POS Terminals communicate with each other via a bespoke protocol and to the database via the Application Server using a bespoke protocol. This is all done via TCP/IP.

The POS terminals will need to be able to resolve the hostname of the application server and vice versa.

On Premis 

Network Diagram


Server Specification


This specification is based on one server providing both Application Roles and hosting the SQL database. It is based 20 POS terminals and 5 client PC’s.


Minimum:-


OS: Server 2008R2

.Net Framework 4.7.1

SQL: SQL Server 2008R2 (Express can be used however it has a 10gb Database limit)

Memory: 8GB

CPU Type:  Xeon (Quad Core)

CPU Speed: 2.0Ghz

DATA DISK: Separate HD for Data AND Separate HD for Log (50-100GB) (SSD?)

Requires a static IP address - manually assigned or DHCP reserved IP


Recommended Spec:-


Windows Server 2012 R2 or later

Intel Xeon Quad Core 2.8ghz

12gb Ram

Raid 1 Array for the OS

Raid 5 Array for the Data


Client PC Requirements


A network connection to the SQL Database

Supported Operating systems:-

  • Windows 7 All editions 32/64bit
  • Windows 8/8.1 All editions 32/64bit
  • Windows 10 32/64bit

Crystal Reports:-

  • Minimum Version 13 Build 14

Microsoft .NET Framework

  • Total Control Premier – .Net Framework 4.7.1
  • Instant CRM - .Net Framework 3.5


Fidelity 'Cloud' Hosted

Network Diagram


Fidelity Hosted


POS Terminal Requirements


A standard installation requires:-

  • One Ethernet port
  • Static IP address - manually assigned or DHCP reserved IP
  • 3 Power sockets (POS Terminal, Receipt Printer, Chip and Pin) – we strongly advise against the use of 4- way extension blocks
  • VNC access from the server

Remote Support

As part of our support agreement we require the ability to access the system remotely. Our preferred method is either a VPN connection allowing us access or via Logmein Rescue. We are happy to adhere to local policies and all remote support sessions are logged against the relevant support tickets.

We also require VNC access from the entry point (e.g. application server) to the POS terminals.

Other methods can be discussed and agreed upon between yourselves and Fidelity’s Support Manager.


Ports Used – Fidelity Applications





Application
Usage
Port(s)
External Access Required
Compulsory
Fidelity Licence Service
For activating software licences
Yes
Yes
Fidelity Software Update Service (FSUS)
For updating the GPoS software on POS terminals
The Service Communications are via update.fidelitysytems.co.uk which is a cname to fidelityupdate.cloudapp.net and the communications will be on port 443 SSL

Downloads are via downloads.fidelitysystems.co.uk which is a cname to fidelityfiles.blob.core.windows.net. Port 80 is used.

Port 443 SSL cannot be used for this due to an issue with Azure Blob Storage which we use for hosting the files to be downloaded. Click here for more details.

To ensure the security of the download a checksum is used to ensure that the downloaded file is the file that is expected.  This would prevent the system being exploited by a man-in-the-middle style attack.

Yes
Yes
Snipe Updater
Fidelity record kit supplied on an asset manager system. The updater populates the asset system and updates with any changes made
Yes

GPoS IRC
GPoS to GPoS communications
 UDP/TCP 9171
No
Yes
GPoS to App Server – Job Controller Service
Posting of sales data and send of programming updates
TCP 9965
No
Yes
GPoS API Comms
For the new method of Communications between GPoS and Total Control Premier
To the server running IIS
Ports 80/8080/443


GPoS to App Server – Customer Accounts Service
Customer Accounts Transactions
 TCP 9181
No
Yes
GPoS to App Server – GPoS Loyalty Service
Instant CRM Customer lookup and transactions
TCP 9168 and TCP 9171
No
No
TCP Client to SQL Database
Back of House Clients opening the SQL database
Default 1433 but can be specified as part of the connection string
No
Yes
App Server to GPoS - VNC
Remote assistance (Internal Only)
Default 5900 – can be changed
No
Yes
TCP to E-mail
Sending of e-mails to suppliers and sending reports via e-mail
Provided by local IT


Bartender / Seagull Licence Server
Label Printing
5160
No
Yes
External Catalogue Link

Yes
No
Skorpio HHT / MISCommunicator Service
Communicates to the TCP Application server over WiFi
8000/9000
No







DNS Lookup

The system now uses hostnames rather than IP addresses for communications. This requires the POS terminal to be able to resolve the hostname/dns address of the Application Server and also for the Application Server to be able to resolve the hostname of the POS terminal



Ports Used – Third Party Applications


Where integration is used and not covered by this table additional information will be provided.



Application
Type
Ports
Verifone (Payware and Engage Range)
EFT Card Payments
Transaction - TCP outbound 91.207.36.31 ports 29006 (RSA), 29005 (Unencrypted data), 29002 (SSL)
Transaction - TCP outbound 91.207.36.33 ports 29006 (RSA), 29005 (Unencrypted data), 29002 (SSL)
Download - TCP outbound 91.207.36.37 ports 29006 (RSA), 29002 (SSL)
DOJO / PaymentSense
EFT Card Payments
Unique API - xxxxxxxxxxxxxxx.connect.paymentsense.cloud
WorldPay IPC
EFT card Payments
IP range is whitelisted on the firewall & port 443 is open on the network
195.35.90.1 to 195.35.91.254


YoYo
3rd Party Loyalty and Payments


Software Licencing and de-licencing

How Fidelity Software is Licenced?


Fidelity software is licenced using a per client model. Each POS Terminal/PC to run the software will have a unique software licence code per application. This is tied to the hardware during registration and should be deactivated prior to disposal of any hardware or re-imaging of hardware. A service called ‘Fidelity Licencing Service’ is installed on each PC running Total Control Premier to provide low level hardware access for this.

If you intend on hosting a Fidelity application in a terminal services environment you should ensure that a user licence is purchased for each intended concurrent connection.

Installing and Activating Fidelity software



Fidelity software packages use a major minor version system e.g. x.x.yyyy x.x is the major version and xxxxx The major version must match the version of the database being used and all clients must be running the same major version. We would advise checking other client pc’s for the version or if in any doubt to speak to Fidelity.



When installing TCP on a back of house PC you do not need to install Microsoft SQL Server, if prompted as a pre-requisite answer yes to it being a pre-requisite and then No to installing it. From TCP version 2.06.xxxxx onwards SQL is not included as part of the installer. The Instant CRM Installer doesn’t include SQL Server.



How to activate:



Tick the box alongside the Package that you wish to activate.



Click next and you are prevented with a box to enter the serial number you have been provided with (8 digits).  Un-tick the ‘Activate now using my Internet Connection’ box and click next



The next screen displays a long KeyNumber and a box for an activation code to be entered into. Click on the black surrounding the key code it will copy it to windows clipboard. This can be pasted into a file which can be emailed to our support team at support@fidelitysystems.co.uk or it can be pasted directly into an e-mail.



Fidelity will then return an activation  code to you which needs to be entered into the box below the key code (it can be pasted back in if required).



Once the code is entered click next and you will then get the message "Thank you for purchasing a fidelity product." If this errors you may need to check that you have the correct package selected and the activation code is correct.



Notes:- 

  • The key codes issued are only valid for the day they are issued on.
  • Fidelity support are available 9:00 to 17:00 Mon-Fri for manual activations and aim to respond within 15 minutes of a request being received.



When running Total Control Premier for the first time you will be prompted to setup a connection to the database. We would recommend copying a TCpConnections.xml file off an existing workstation into the C:\ProgramData\Fidelity Systems\Total Control Premier folder.



Removing a Fidelity Licence from a PC



Navigate to the 'Activate Fidelity Software' application. This is found within the software’s 'Program Files' folder, accessible via the Windows start

menu.


For Example in the case of TCP, GPOS, Or CRM the activation wizard can be found in the

following locations.


  • TCP - Start Menu > All programs > Fidelity Systems > Total Control Premier > Activate Fidelity Software.
  • CRM - Start Menu > All programs > Fidelity Systems > Instant CRM > Activate Fidelity Software.
  • GPoS - Start Menu > All Programs > Fidelity GPOS > Activate Fidelity Software



Note:- TCP and CRM use V2 of the registration wizard. GPoS cannot be activated successfully using V2.x






Make sure the Software package you wish to de-licence is ticked, click 'Next' at which point you

should see the screen below:






There are now two options:



  • Offline Deactivation – You should use this 
  • Online Deactivation – Not available to End Users






Offline Deactivation



On Selecting Offline, The Registration Wizard will progress to a screen displaying the Removal Key

code.






The key code *MUST* be sent to Fidelity, in order for them to reactivate the code for use on

another device. After transmitting this to fidelity, the code will be verified and the licence flagged to

allow reactivation on another device.



The preferred method of sending this is to E-mail it to support@fidelitysystems.co.uk



To copy the code into an e-mail you have two options



  1. Copy the file to Clip Board, This can be done by clicking on the area containing the Key code. You can paste the code into an email.



  1. Save The Removal Code -It will give the option to save the removal code in the form of a Fidelity Token file (a .TOK file), this can then be e-mailed to Fidelity.



When removing TCP we also recommend taking a copy of the TCPconnections.xml file found in C:\ProgramData\Fidelity Systems\Total Control Premier to be re-used on a replacement PC.



Deactivating a PC that will not Boot



When a PC will not boot, it is still possible for us to deactivate the Licence and Flag it for reactivation.

In order to do this we require the Hard Drive’s physical serial number, which we validate with our

system here.



If the serial number provided DOES NOT Match an activation on our records or the code cannot be provided, we will NOT be able do a manual void of a licence and a new Licence would need to be purchased!





Bartender


If Bartender is being used for label production, you will also need to deactivate it. This is done by loading Bartender and going to ‘Help’ then ‘Activation Wizard’. This is an online deactivation that does not require authentication.

There may also be label files stored on the PC, these will need copying off to be re-used again. The default location for these would be C:\Program Files (x86)\Fidelity Systems\Total Control Premier\Labels.

The Automation Edition of Bartender is required, and Bartender version 9.1 onwards is supported. If using Bartender version 9.x or 10.x you will need to enable Bartender compatibility mode from within Total Control Premier’s General Options



Appendix


Appendix A – Verifone Transaction Flow



Appendix B - DOJO Transaction Flow

DOJO Transaction Flow

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