A MicroBiz installation will use a folder for local workstation settings (usually “BizWin”) and a folder for your global data (usually “Business”).Whether you are setting up MicroBiz for the first time or upgrading to a newer version, this chapter will cover your installation process. MicroBiz can be installed from a CD or from our website at www.microbiz.com.

It is recommended to keep these folders on the root of your hard drive (C:\Business instead of C:\Program Files\MicroBiz\Business).

Installation Checklist

Before installing MicroBiz, there are a few things to prepare. Here is a brief overview of what will be covered for the checklist:

  1. System Requirements

  2. System Layout and Planning

  3. Hardware Setup

  4. Network Setup

System Requirements

The following requirements are given for using MicroBiz 15. It is HIGHLY recommended that users stick to these guidelines, as they have been thoroughly tested and are known to work well.

 

The use of devices or a setup configuration that deviates from these guidelines is done so at your own risk, without support from MicroBiz! You will either be testing something that we haven't, or possibly using something that we know doesn't work.

 

Computer Requirements:

Operating Systems
Windows 7 Professional 32bit/64bit
Windows XP Professional 32bit
Windows 2000 Professional

**Hardware recommendations based on Windows 7 Professional

Hardware(Minimum)
64bit Desktop Processor
1GB System Memory (2GB for Windows 7 64bit)
40GB Hard Disk Drive or 5GB Available disk space
Graphics processor
Ethernet Network Adapter

Hardware(Recommended)
64bit Desktop Processor
2+GB System Memory
160GB Hard Disk Drive or 50GB Available disk space
Graphics processor capable of DirectX 9 and WDDM 1.1+ (required for Windows Aero)
Fast Ethernet Network Adapter
Redundant Hard Drive for main computer 

 

Wireless networking is explicitly unsupported due to security and reliability issues.

40-Column (small) Receipt Printers:

  • Cam 280 Thermal (also available as USB)

  • Cam 610 Thermal

  • Epson TMU 200

  • Epson TMU 220PD

  • Star TSP 100 (USB)

  • Star TSP 700 (743)

  • Star SP200, 300 Series

  • Citizen 3530, 3535

  • Axiohm A716

LaserJet Printers:

  • Lexmark E232, E240, E250, E330, E340 (Parallel & USB)

  • HP LaserJet 1100, 1200

  • HP LaserJet 4250-4350 Series

Dot Matrix Printers:

  • Okidata Microline 184 Turbo

  • Okidata Microline 320 Turbo

    • Not compatible with all MicroBiz forms

Barcode Label Printers:

  • Cam Stryper z100

  • Zebra TLP 2844

  • Blaster Advantage BD2

  • Blaster Advantage BD4

  • LabelWorks 3.0 Barcode Printing Software

  • NiceLabel 5 Barcode Printing Software

Serial tag printers are not supported. Parallel connections are recommended whenever possible.

Combination printer devices (printer, fax, scanner and copier all in one) are not supported. Printer switch boxes are not supported.

Barcode Scanners:

  • Cam AS-8000 (USB)

  • Datalogic Heron D130 Scanner (USB)

  • Datalogic QuickScan Mobile M2130 Scanner (USB)

  • Datalogic QuickScan QD2130 Scanner (USB)

  • Metrologic Voyager 9540 (USB and Wedge)

  • Metrologic VoyagerBT 9535 (Wireless USB)

  • Metrologic Voyager 9520 (Wedge)

  • Metrologic Orbit MS7120 (USB and Wedge)

  • Opticon CCD series (Wedge)

 

Barcode Scanners (continued):

  • PSE CCD series (Wedge)

  • Symbol LS 1000 series (Wedge)

  • Symbol LS 2100 series (Wedge)

  • Symbol LS 4000 series (Wedge) 

Pole/Table Displays:

  • Logic Controls TD3000 (Table Display)

  • Logic Controls PD3000 (Pole Display)

  • Logic Controls PD6000 (Pole Display)

  • PartnerTech PD1100 (Pole Display) 

Inventory Data Collectors:

  • Metrologic Optimus SP5500

  • Metrologic Optimus SP5535

  • American Microsystems AM 3000 and AM 5000 Data Collectors

Scales:

  • Weigh-Tronics 6720 (PS/2 wedge interface)

  • Weightronix Scales (PS/2 wedge interface)

Credit Card Processing:

  • X-Charge Software via XpressLink Secure

    • High-speed internet connection or dialup processing available

    • 56k US Robotics Serial Modem required for dialup processing

Magnetic Stripe Readers and PIN pads:

  • Cherry G81 8000 Series Keyboard

  • Cherry G86 6140 USB Keyboard

  • MagTek 21040109 - 21040112

  • VeriFone1000 PIN pad

  • VeriFone SC5000 PIN pad

  • Ingenico 3070 PIN pad

  • Ingenico 6550 & 6780 (PIN pad and signature capture)

  • Hand Held Products TT3101, TT8810, TT8500 (PIN pad and signature capture)

System Layout and Planning

Especially before a first-time setup, it's a good idea to have an idea of your desired system layout. This includes, but is not limited to:

  • Number of computers involved

  • Roles of each computer (server, client, cashier, office, etc.)

  • Network connections

  • What hardware will be used

  • When and where backups will take place

When installing and configuring your MicroBiz system, you may need to refer to this plan.

Hardware Setup

It is a good idea to have all of your hardware installed to your computer and working with Windows before attempting to configure their use with MicroBiz. At the very least, ensure that your computer meets the minimum requirements listed above and that any hardware you will need to use right away is ready to go!

Network Setup

If you plan on using MicroBiz on more than one computer, then it is essential to have the network configured before you can setup MicroBiz. Configuring a Windows network is beyond the scope of this manual, but basically:

  • The PCs must be able to communicate with each other over the LAN (you should be able to see them listed in Windows and view their shared resources).

  • A share for the “Business” directory must be available over the network with full read and write permissions.

    • The Business folder is where all of your global data for MicroBiz is stored.

    • The Business folder itself should not be shared directly, but the directory “above” it should be shared instead (for example, if “Business” resides on the C: drive, then C: should be shared).

Installing MicroBiz for the first time

This section will provide a walkthrough for a fresh installation of MicroBiz. The walkthrough will cover installing the most commonly used module, “Standard Retail Business.” If installing a different module, just choose the desired option from the installation menu.

Each installation type has two main options, “Full Install” or “Additional Workstation.”

  • Full Install should be used for the MicroBiz “server,” which stores most of your data.

    • Single Workstation setups will always use this option.

  • Client Only is used for multiple PC setups for all but one of the computers (you still need one, the “server,” to be installed as Full).

  • The walkthrough will cover the Full Install option.

    • The Client Only setup is almost identical.

 

  1. Launch the MicroBiz installer by running the setup file that was downloaded from www.microbiz.com.
  2. Choose the desired setup type from the list (Figure 1-2). This walkthrough is covering option 1 for a Full Install of the Standard Business Controller, although the following steps will be similar for other choices. Click on the Next button to continue.
  3. Select the drive letter to which you want MicroBiz installed (most users will choose C) and click on the Next button to continue (Figure 1-3).
  4. MicroBiz will begin installing the core files to your computer. This process may take several minutes (Figure 1-4).
  5. Once the installer has copied the necessary files to your computer, the message as seen in Figure 1-5 will appear. Click on the OK button to continue.

     Figure 1-2
     Figure 1-3
     Figure 1-4
     Figure 1-5
  6. MicroBiz will now launch for the first time (Figure 1-6). Click on the OK button to configure your local and system directories.
  7. The Set Up Data Paths window should now appear (Figure 1-7). Click on the Save button when ready to continue.
    1. The “System Files Path” is where your data is stored (customers, products, etc.). This is usually C:\Business on the server PC, and M:\Business on any other workstations (where M: is a mapped drive to your MicroBiz network share).
    2. The “Local Files Path” is where any settings for this workstation are stored. This is usually C:\BizWin for the Business Controllers.
  8. After clicking OK at the confirmation window, the system will prepare your data files for the first time with a “Reindex/Clean & Pack” routine (Figure 1-8). Once complete, click OK to continue.
  9. You will most likely have to install the Keyblock driver at this point. If a message such as the one in Figure 1-9 appears, click on the Yes button. If not, proceed to step 15.

    1. Without the use of a Keyblock, the system will only be accessible in “Demo mode” (if accessible at all).

         Figure 1-6
       
      Figure 1-7


      Figure 1-8


      Figure 1-9
  10. Once the Sentinel Protection Installer has loaded, click on the Next button to continue (Figure 1-10).
  11. You must agree to the License Agreement to proceed (Figure 1-11). When ready, click on “I accept...” and then the Next button to continue.
  12. Choose “Complete” and click on the Next button (Figure 1-12).
  13. Click on the Install button (Figure 1-13).
  14. If firewall software is detected, you may be prompted with the screen shown in Figure 1-14. It is recommended that you choose Yes here.
  15. Once the Keyblock driver installation is complete, click on the Finish button to proceed (Figure 1-15).
  16. If prompted with the message about your driver installation after clicking Finish, choose OK.
  17. MicroBiz should now be opened for the first time, and your Keyblock data should be displayed. Click on OK to start using MicroBiz!
  18. The Setup Wizard will now be displayed. You can use this to assist you with configuring MicroBiz, or see Chapter 2 - The Main Menu for detailed instructions.

 Figure 1-10

 Figure 1-11

 Figure 1-12

 Figure 1-13

 Figure 1-14

 Figure 1-15

Registering MicroBiz

Following a new installation of MicroBiz, you will be prompted to register your software. This can be performed within 30 days of installation by calling MicroBiz Technical Support at 800-929-8324.

Registration must be completed within 30 days or you could find yourself locked out of MicroBiz and unable to use the system!

 

Reinstalling MicroBiz

Should you find the need to reinstall the same version of MicroBiz again (moving PCs, etc.), you can simply move your System Files folder (“Business”) to its new home and install MicroBiz right on top of that. For workstation-specific settings, there is an import utility within MicroBiz that can load your old configuration for you.

Once you have placed your MicroBiz folders in the correct place, this procedure will be just like installing a fresh copy (as outlined above).

For a single workstation or server, copy your Business folder to the root of the hard drive desired (to C:, for example).

When installing MicroBiz to this PC, just make sure to select the same drive letter to which you have copied your data.

To import your workstation settings from a previous installation of MicroBiz, your old Local Files (usually “BizWin”) folder must be accessible from the new installation. For example, you can copy it to the new computer under a different name, place it on a flash drive, access it over your network, etc.

From the MicroBiz Main Menu, choose Management, Import/Export Data, Import Configuration Files.

Choose Yes to continue (or No to cancel), then OK.

Locate and select the folder that contains your previous settings, then choose Select.

For a workstation that is not acting as the server (NOT single users), the Business folder should not be copied (the Business folder should exist on ONE PC ONLY).

Make sure to keep a second protected copy of your data some place other than the PC to which you are installing MicroBiz. This way, you can always redo the process if needed.

Upgrading MicroBiz

Free upgrades are available to users with a current support contract. To get information about support contracts or to purchase an upgrade, please contact MicroBiz Sales at 800-929-8324.

Back up your data before upgrading MicroBiz! This way, you can always redo the process if needed.

If upgrading from a previous Windows version of MicroBiz, follow the Reinstalling MicroBiz section above. If you are using a version before 9.0, you may want to contact MicroBiz Support for assistance (call may be billable), just to ensure a smooth transition. Make sure that your Business folder is on the root of the desired hard drive before upgrading! For example, if MicroBiz is installed to the C: drive, then the path should be C:\Business and not C:\MicroBiz\Business (or any other subfolder).

If upgrading from a DOS version of MicroBiz, it is advised to perform a “fresh” installation (make sure the folders MicroBiz uses are not already in place) and use the Import Retail Data utility (Management, Import/Export Data, Import Retail Data) to load your existing data into the new version.