Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version 2008.08Synergent 2008Download latest guides from:

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Presentation transcript:

Choose a category: Install Episys Install Accessories Synergent Confidential Episys Version Synergent 2008Download latest guides from:

Preparation If this is the first time you will be installing Episys you can continue to the next step. If this is a re-install of Episys, verify the Remote Administrator Server is closed before continuing. The installation will fail if the program is open. To close the program right click the Remote Administrator Server icon select Close. Synergent Confidential Install Episys

Step 1 To begin, click Install Episys. Synergent Confidential Install Episys

Step 2 Close any running programs, then click Next. If you are reinstalling Episys, please close the Remote Administrator Server before continuing. This is found on the Windows taskbar next to the clock. Synergent Confidential Install Episys

Step 3 Enter the Episys host you would like to connect to, then click Next. Synergent Confidential Install Episys

Step 4 Enter the SYM number you want to default to when connecting to Episys, then click Next. This field cannot be left blank. If you don’t know the SYM number, enter 0. Synergent Confidential Install Episys

Step 5 Enter your Episys username, then click Next. For higher security, you can leave this field blank. Synergent Confidential Install Episys

Step 6 The setup wizard will now begin copying files to your computer. Click Next, or Continue. If you made a mistake, click the Back button and make any necessary changes. Synergent Confidential Install Episys

Step 7 Once the core files have been copied to your system you must now download your Credit Union(SYM) specific files. Make sure you are connected to the network and click Download. Synergent Confidential Install Episys

Step 8 Please wait for the files to download to your computer. Synergent Confidential Install Episys

Step 9 You may see this screen during the installation if you have the Windows Firewall enabled. You will need to allow the Remote Administrator Server (RAS) software through your firewall for Episys to function properly. To allow, click Unblock. Synergent Confidential Install Episys

Step 10 After the files are finished downloading, reboot your computer. Click Start, Turn Off Computer, Restart. *A reboot is required to continue the installation and before using Episys. Install Episys Synergent Confidential

Step 11 When your computer finishes rebooting, the Episys Member Photo wizard will start. Click Next to continue. *If your computer did not complete the download from Step 8, do not proceed with the Member Photo install. The Member Photo add-in must be installed after a successful host download. Install Episys Synergent Confidential

Step 12 Enter the Member Photo username, then click Next. This field will be the same as Step 5. Install Episys Synergent Confidential

Step 13 Enter the Member Photo passphrase, then click Next. This field cannot be left blank. Install Episys Synergent Confidential

Step 14 Enter the Credit Union institution number, then click Next. This field will be the same as Step 4. Install Episys Synergent Confidential

Step 15 The Member Photo software is now installed on your computer. Click OK to return to your desktop. Install Episys Synergent Confidential

Step 16 Congratulations! Episys is now installed and ready to use. Return to Main Menu OR Install Accessories Synergent Confidential Install Episys

Accessories Click on the type of accessory you would like to install: Receipt Printers Signature Pads Web Cameras Synergent Confidential Install Accessories

Receipt Printers Click on the type of Receipt Printer you would like to install. Epson TM Series Star TSP-7 Series Synergent Confidential Install Receipt Printers

Step 1 To begin the installation click Next. Synergent Confidential Epson Receipt Printers

Step 2 Review the licensing agreement. If you agree to the terms click I accept the terms of the license agree, then click Next. Synergent Confidential Epson Receipt Printers

Step 3 Select the Standard setup and click Next. Synergent Confidential Epson Receipt Printers

Step 4 Here you will add the printer to you want to install. Click Add. Synergent Confidential Epson Receipt Printers

Step 5 In the Select driver drop down list, click the printer to you want to install. In the Port Type drop down list, select USB or Parallel depending upon your printer type. Synergent Confidential Epson Receipt Printers

Step 6 Review your selections, then click Next. Synergent Confidential Epson Receipt Printers

Step 7 Review your selections and click Next. Synergent Confidential Epson Receipt Printers

Step 8 Click Next to begin copying files Synergent Confidential Epson Receipt Printers

Step 9 Congratulations! Your printer is now installed. The next step is to configure the printer. Click Finish to close the window. Synergent Confidential Epson Receipt Printers

Step 10 Open the Printer control panel and right click the EPSON TM-T88IV Receipt printer. Left click on Properties to display the printer properties menu as shown. Synergent Confidential Epson Receipt Printers

Step 11 Click on the Advanced Tab. Now click the Printing Defaults button. Synergent Confidential Epson Receipt Printers

Step 12 Click the Document Settings tab. Enable the Print all text as graphic images option. Now click Apply to save the changes. Synergent Confidential Epson Receipt Printers

Step 13 Click on Paper Source Change the Paper Source option to Custom. Synergent Confidential Epson Receipt Printers

Step 14 Click on the Document End button. Synergent Confidential Epson Receipt Printers

Step 15 Uncheck the Feed to cut position before cutting option. Change the cutting method to Do not cut. Click OK when finished. Synergent Confidential Epson Receipt Printers

Step 16 Click on the Page End button. Synergent Confidential Epson Receipt Printers

Step 17 Check the Feed to cut position before cutting option. Change the cutting method to Cut. Click OK when finished. Synergent Confidential Epson Receipt Printers

Step 18 Click OK to close the window. Synergent Confidential Epson Receipt Printers

Step 19 Click OK to close the window. Synergent Confidential Epson Receipt Printers

Step 20 Congratulations! The printer configuration is now complete. Click OK to close the window. Return to: Accessories MenuAccessories Menu Synergent Confidential Epson Receipt Printers

Step 1 Download the Star printer driver from the Synergent Update website using the link below. Synergent Confidential Star Receipt Printers

Step 2 Click the Star TSP-700 button listed on the Hardware section of the website. Save the file to your desktop. Synergent Confidential Star Receipt Printers

Step 3 Open the file you downloaded to your desktop called Star_TSP700.exe, then click OK. Synergent Confidential Star Receipt Printers

Step 4 Under the Model drop down list, select the printer you would like to install. After selecting a printer click Extract files for installation via Windows Add Printer Wizard. Synergent Confidential Star Receipt Printers

Step 5 Click the No button to decline the Status Monitor installation. Synergent Confidential Star Receipt Printers

Step 6 Plug the printer into an open USB port on your computer. The computer will see the printer and load the Found New Hardware Wizard. Click Next to start the wizard. Synergent Confidential Star Receipt Printers

Step 7 Click No, not this time and click Next. Synergent Confidential Star Receipt Printers

Step 8 Click Search for a suitable driver for my device, and click Next. Synergent Confidential Star Receipt Printers

Step 9 Click Specify a location, and click Next. Synergent Confidential Star Receipt Printers

Step 10 Click Browse to open an Explorer window. Browse to the Star folder created on your desktop created by the Star_TSP700 program. Open the StarRas folder under the Star parent folder and double click the file OEMPRINT.inf Synergent Confidential Star Receipt Printers

Step 11 The wizard will find the printer driver and display the search results. Click Next to use the driver. Synergent Confidential Star Receipt Printers

Step 12 Select the Star TSP700 Raster Printer with status monitor option, then click Next. Synergent Confidential Star Receipt Printers

Step 13 If you receive a warning window click Continue Anyway. Synergent Confidential Star Receipt Printers

Step 15 Congratulations! Your printer has been installed. The next step is to configure the printer. Click Finish to close the window. Synergent Confidential Star Receipt Printers

Step 16 Open the Printer control panel and right click the Star TSP700 Raster Printer with status monitor printer. Left click on Properties to display the Printer Preferences menu as shown. Synergent Confidential Star Receipt Printers

Step 17 Under the Layout tab, click Advanced. Synergent Confidential Star Receipt Printers

Step 18 Under Paper/Output, click the Paper Size drop down. Select Full Width 72mm*Receipt option, then click OK. Synergent Confidential Star Receipt Printers

Step 19 Congratulations! The printer configuration is now complete. Click OK to close the window. Return to: Accessories MenuAccessories Menu Synergent Confidential Star Receipt Printers

Signature Pads Click on the type of Signature Pad you would like to install. Topaz Signature Gem T-L462 Synergent Confidential Install Signature Pads

Step 1 To begin the installation click Next. Synergent Confidential Install Signature Pads

Step 2 Review the Read Me file, then click Next. Synergent Confidential Install Signature Pads

Step 3 Review the destination folder, then click Next. Synergent Confidential Install Signature Pads

Step 4 Choose your Operating System from the list, then click OK. Synergent Confidential Install Signature Pads

Step 5 Select a Signature Pad from the list, then click OK. Synergent Confidential Install Signature Pads

Step 6 Select the HSB connection type and click OK. Synergent Confidential Install Signature Pads

Step 7 Unplug the Signature Pad if you have already plugged it in and click OK. Synergent Confidential Install Signature Pads

Step 8 Review the licensing agreement. If you agree to the terms click Agree. Synergent Confidential Install Signature Pads

Step 9 If you would like a desktop shortcut choose Yes, then click OK. Synergent Confidential Install Signature Pads

Step 10 Click OK on the informational notices. Synergent Confidential Install Signature Pads

Step 11 You may now plug in the Signature Pad. When you have plugged in the Signature Pad, click OK. Synergent Confidential Install Signature Pads

Step 12 Congratulations! The Signature Pad configuration is now complete. Click Finish to close the window. Return to: Accessories MenuAccessories Menu Synergent Confidential Install Signature Pads

Web Cameras Click on the type of Web Camera you would like to install. Logitech QuickCam 5000 Logitech QuickCam 4000 Synergent Confidential Install Web Cameras

Step 1 Select Custom installation, then click Next. Synergent Confidential Install Web Cameras

Step 2 Click Logitech QuickCam drivers and click Next. Synergent Confidential Install Web Cameras

Step 3 Review the licensing agreement. If you agree to the terms click “I accept the terms in the license agreement” and click on Next. Synergent Confidential Install Web Cameras

Step 4 When your computer finishes copying files you can plug in your Web Camera. Windows will recognize the camera and finish the configuration. Synergent Confidential Install Web Cameras

Step 5 Congratulations! The Web Camera configuration is now complete. Click Done to close the window. Return to: Accessories MenuAccessories Menu Synergent Confidential Install Web Cameras