Fidelity Systems

            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. Static IP addresses are required for all POS terminals and the ‘Application Server’.




            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


            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 and direction

            Usage

            Port(s)

            External Access Required

            Compulsory

            Software Activation
            For activating software licences
            Yes
            Yes

            GPoS to GPoS

            Communication to other GPoS Terminals

            UCP/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 to App Server – Customer Accounts Service

            Customer Accounts Transactions

            9181

            No


            GPoS to App Server – GPoS Loyalty Service

            Instant CRM Customer lookup and transactions

            TCP 9168 and TCP 9171

            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



            Fidelity Fusion

            Data upload


            Yes


            Bartender

            Local licencing

            5160

            No


            COOP link

            Yes


            External Catalogue Link

            443

            Yes


            Skorpio HHT / MISCommunicator Service

            Handheld stock terminal – Communicates to the TCP Application server over WiFi – can be via a host desktop PC but this method 

            8000/9000

            No




            Ports Used – Third Party Applications


            Application and direction

            Usage

            Port(s)

            External Access Required

            Req






            VeriFone Payware Sentinel

            See Appendix A for dataflow diagram

            Transaction

            TCP outbound 91.207.36.31 ports 29006 (RSA), 29005 (Unencrypted data), 29002 (SSL)


            Yes


            Transaction

            TCP outbound 91.207.36.33 ports 29006 (RSA), 29005 (Unencrypted data), 29002 (SSL)


            Yes

            Download

            TCP outbound 91.207.36.37 ports 29006 (RSA), 29002 (SSL)

            Yes

            WorldPay IPC

            Yes


            YoYo

            Yes








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


            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




            Updated: 09 Jul 2019 07:55 PM
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