Inepro Back Office Suite User manual

© 2020 Inepro B.V. All rights reserved
Technical Manual | Inepro Back Office Suite
Inepro Back Office Suite

Inepro Back Office Suite
Congratulations on your selection of the Inepro Inepro Back Office Suite. We are certain
you will be pleased with your purchase of one of the most versatile Back Office solution.
We want to help you get the best result from your Inepro Back Office Suite. This
manual contains information on how to do that; please read it carefully. Due to
continuous product improvements this manual is subject to changes without notice.
We strongly recommend you read the license agreement to fully understand its
coverage and your responsibilities of ownership.
Your Inepro dealer is dedicated to your satisfaction and will be pleased to answer your
questions and your concerns.
Best wishes,
Inepro BV.
the most versatile Back Office solution

All rights reserved. No parts of this work may be reproduced in any formor by any means - graphic, electronic, or mechanical,
including photocopying, recording, taping, or information storage and retrieval systems - without the written permission of the
publisher.
Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners.
The publisher and the author make no claimto these trademarks.
While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility
for errors or omissions, or for damages resulting fromthe use of information contained in this document or fromthe use of
programs and source code that may accompany it. In no event shallthe publisher and the author be liable for any loss of profit or
any other commercial damage caused or alleged to have been caused directly or indirectly by this document.
Revision number R 11. This revision of the manual can be applied to products with version 7.12 or higher.
Publisher
Managing Editor
Technical Editors
Cover Design
Inepro B.V.
K. de Graaf
M. Grobbe
K. de Graaf
Production
Inepro B.V.
Team Coordinator
R. Groen
H. Wagenaar
K. de Graaf
Inepro Back Office Suite

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Table of Content
Introduction 1
....................................................................................................................................................................... 3
1 Overview IBOS
Hardware Installation 5
Software installation 13
....................................................................................................................................................................... 25
1 Wizard
Steps 31
....................................................................................................................................................................... 32
1 Determine System Model
......................................................................................................................................................................... 33Stored Value ServerEnvironment
......................................................................................................................................................................... 33Stored Value Card Environment
......................................................................................................................................................................... 34Determine Network Configuration
.................................................................................................................................................................................................................................................... 34
Configuration A
.................................................................................................................................................................................................................................................... 35
Configuration B
.................................................................................................................................................................................................................................................... 36
Configuration C
.................................................................................................................................................................................................................................................... 37
Configuration D
.................................................................................................................................................................................................................................................... 38
Configuration E
....................................................................................................................................................................... 39
2 Define
......................................................................................................................................................................... 39Administrative PayConand/orCardPrinter
......................................................................................................................................................................... 40Assign AuthorizationRights
......................................................................................................................................................................... 44Users
......................................................................................................................................................................... 46Cards .................................................................................................................................................................................................................................................... 47
Creating a card with the Admin Terminal
.................................................................................................................................................................................................................................................... 48
Print and Create User Cards
.................................................................................................................................................................................................................................................... 51
Printing a Card without Creating it
......................................................................................................................................................................... 52Accounts-Tags
......................................................................................................................................................................... 54Product Groups
......................................................................................................................................................................... 55VAT
......................................................................................................................................................................... 56Products &PaperPrices
......................................................................................................................................................................... 60ProductTemplate(s)
......................................................................................................................................................................... 62Price Lines
......................................................................................................................................................................... 65Site Types
......................................................................................................................................................................... 66How to use the Organisationstructure
......................................................................................................................................................................... 67Organisation
......................................................................................................................................................................... 68Location
......................................................................................................................................................................... 69Site
......................................................................................................................................................................... 70DocuPRODevice(s)
......................................................................................................................................................................... 71CashPRO Device(s)
......................................................................................................................................................................... 72PrinterRule Sets
......................................................................................................................................................................... 74PrinterPool(s)
......................................................................................................................................................................... 77RegionalSettings
......................................................................................................................................................................... 78Card/ AccountSettings
......................................................................................................................................................................... 79Departments
......................................................................................................................................................................... 81Device Groups
......................................................................................................................................................................... 82CardLayout(s)
......................................................................................................................................................................... 87(Deprecated) SubscriptionLayout(s)
......................................................................................................................................................................... 88CostCentres
......................................................................................................................................................................... 90ProductTare
......................................................................................................................................................................... 91Card/ AccountGroups

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......................................................................................................................................................................... 92CustomerGroups
......................................................................................................................................................................... 93AccessPROZones
......................................................................................................................................................................... 96AccessPRODevices
......................................................................................................................................................................... 98AccessRules
......................................................................................................................................................................... 99Reasons
......................................................................................................................................................................... 100Budgets
....................................................................................................................................................................... 101
3 User Interface
......................................................................................................................................................................... 103Toolbars
.................................................................................................................................................................................................................................................... 104
Navigation Bar
.................................................................................................................................................................................................................................................... 104
Refresh & Filter Bar
.................................................................................................................................................................................................................................................... 105
Modify Bar
.................................................................................................................................................................................................................................................... 107
Table Properties Bar
.................................................................................................................................................................................................................................................... 107
Run & Print Bar
.................................................................................................................................................................................................................................................... 108
ExportTo Bar
.................................................................................................................................................................................................................................................... 108
Group data and build Filters
................................................................................................................................................................................................................. 108Group data
................................................................................................................................................................................................................. 110Build an advanced filter
......................................................................................................................................................................... 111ContextMenu
......................................................................................................................................................................... 111DetailPaneland DividerBars
....................................................................................................................................................................... 113
4 Configure System Settings
......................................................................................................................................................................... 114AbsencePRO
......................................................................................................................................................................... 115DocuPRO
......................................................................................................................................................................... 118PayConServer
......................................................................................................................................................................... 120Inepro Back Office Manager
......................................................................................................................................................................... 120License Server
......................................................................................................................................................................... 121AccessPRO
....................................................................................................................................................................... 122
5 Create Discounts & Permissions
....................................................................................................................................................................... 130
6 Enable Reload Functions
....................................................................................................................................................................... 132
7 Cards - Acounts - Tags
......................................................................................................................................................................... 132Link an Accountand a tag to a User
......................................................................................................................................................................... 133PrintandCreate Tags
......................................................................................................................................................................... 134PrintSubscriptions
......................................................................................................................................................................... 135Replace a Card / Tag
......................................................................................................................................................................... 136Block / Unblock a Card
......................................................................................................................................................................... 137Locked Cards
......................................................................................................................................................................... 138MovingBalance from anAccountto a Card
....................................................................................................................................................................... 139
8 Reports
......................................................................................................................................................................... 139ScheduledReports
Advanced Tasks 141
....................................................................................................................................................................... 142
1 Replacing a server
....................................................................................................................................................................... 146
2 Remove User(s) from the system
Terms & Concepts 149
....................................................................................................................................................................... 150
1 Follow-me
Configuration 151
....................................................................................................................................................................... 152
1 Import Data
......................................................................................................................................................................... 154Importmanually
......................................................................................................................................................................... 157Importfrom *.csv

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......................................................................................................................................................................... 165Importfrom IDIS
.................................................................................................................................................................................................................................................... 165
Introduction
.................................................................................................................................................................................................................................................... 166
Installation
.................................................................................................................................................................................................................................................... 170
Configuration
.................................................................................................................................................................................................................................................... 179
Starting the service
....................................................................................................................................................................... 180
2 Import from LDAP
....................................................................................................................................................................... 184
3 Create / Edit / Lookup Windows Login
....................................................................................................................................................................... 185
4 Configure Terminals
......................................................................................................................................................................... 185Configure PayCon
....................................................................................................................................................................... 187
5 Configure DocuPRO Devices
......................................................................................................................................................................... 188Configure Printer(s)
......................................................................................................................................................................... 189Configure AccountingTemplate
......................................................................................................................................................................... 195Configure Copier(s)
......................................................................................................................................................................... 196Configure Multifunctional(s)
....................................................................................................................................................................... 197
6 Configure CashPRO devices
......................................................................................................................................................................... 197Configure Vending machines
Change Interface Settings 199
USB Stick Procedure 201
Balance Scheduler 203
Scheduled Tasks 207
Troubleshooting 211
....................................................................................................................................................................... 213
1 Tracking User Issues
....................................................................................................................................................................... 214
2 Logs
....................................................................................................................................................................... 214
3 *.ini files
....................................................................................................................................................................... 215
4 Registry
....................................................................................................................................................................... 215
5 Error Messages
....................................................................................................................................................................... 216
6 Generic
......................................................................................................................................................................... 216Cardcan notbe reloaded
......................................................................................................................................................................... 216Move creditto newcard
......................................................................................................................................................................... 217Prices are nottransfered to the terminal
......................................................................................................................................................................... 218Terminalis notsending the transactions
....................................................................................................................................................................... 219
7 PayCon II
......................................................................................................................................................................... 219Error9 'Unknown Card'
......................................................................................................................................................................... 220Nine DigitNumber
......................................................................................................................................................................... 221ConnectionFailed
......................................................................................................................................................................... 222'...Notallowed'
......................................................................................................................................................................... 222Trx. LogFull
......................................................................................................................................................................... 223Question Mark returnserrormessage
....................................................................................................................................................................... 223
8 DocuPRO
......................................................................................................................................................................... 223Username doesn'tmatch login
......................................................................................................................................................................... 224PayCon can notfind printjobs
......................................................................................................................................................................... 224'Credittoo low'
......................................................................................................................................................................... 225Error"Spoolfile notfound"
....................................................................................................................................................................... 225
9 AccessPRO

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......................................................................................................................................................................... 225Usercannotgetin/ out
Glossery 227
....................................................................................................................................................................... 228
1 Field Names
Appendices 231
....................................................................................................................................................................... 232
1 Appendix A - Discount Order List
......................................................................................................................................................................... 232DiscountOrderList
....................................................................................................................................................................... 235
2 Appendix B - Flowchart
......................................................................................................................................................................... 235Flowchart
End User Licence Agreement I

Introduction
PartI

2 - Inepro Back Office Suite
Introduction
Introducing Inepro Back Office Suite - All Modules
Welcome to the Inepro Back Office Suite - DocuPROCashPROAbsencePROAccessPROUser Management. This manual will
treat the DocuPROCashPROAbsencePROAccessPROUser Management module.
Absence registration software is used to register the absence of students or employees usually in an external third-part
database. AbsencePRO will connect with the Absence terminals in the background and allows the staff to see absence
details in the reports accessible in the Inepro Back Office manager.
DocuPRO is used to manage cost in printers and photocopiers and to manage printer traffic in the system.
CashPRO is financial accounting software used to control vending machines and cash registers
AccessPRO is used to have access control on electronic gates and to register user access.
Inepro has tried to cover every aspect of the Inepro Back Office Suite - All Modules in this manual.
This first part of this manual will address the installation and setup of the Inepro Back Office Suite software on the system.
Then the changes in relation to the last release will be discussed. Furthermore we will shortly treat the hardware and
software installation. Then the GUI and menu structure will be explored. Finally we will treat the configuration, common
tasks and troubleshooting. There will be a glossary, appendices and, in the printed versions, an index.
The Glossary chapter handles all the relevant phrases and keywords used within the Inepro Back Office Suite and in this
manual.

3
Overview IBOS
Overview IBOS

Hardware Installation
PartII

6 - Inepro Back Office Suite
Hardware Installation
Hardware Installation
Administrative Terminal
Preparation
Make sure the terminal is configured as a POS Terminal.
Set the IP-address as fixed in the terminal.
On site
Make sure the terminal is able to use it's fixed IP-address.
Connect the serial cable to the computer and/or plug the network cable into a available network socket.
Connect the power cable to an available power outlet.
The Administrative terminal can be connected via the network instead of using the serial cable.

7
Card Printer
Preparation
Before the card printer can be used in the system an Inepro Administrative terminal must be connected.
Make sure that a power outlet is available at the location of the card printer.
On site
Connect the device to a power outlet, connect the serial cable to the Administrative Terminal and the USB cable to the
workstation.
The printer should be visible in the OS, go to www.fargo.com or use the included driver CD if drivers are required.

8 - Inepro Back Office Suite
Hardware Installation
License box
Preparation
Determine a place to mount or keep the Inepro licence box.
Make sure that a network and power outlet are available at the location of the license box.
On site
Connect the Inepro License box to a power outlet and their network cable(s) to a network outlet.

9
Printers, copiers, multifunctionals
Preparation
Before a printer copier or multifunctional can be used in the system an Inepro terminal must be connected.
Installing a terminal at a printer, copier or multifunctional is a task that can only be executed by an Inepro Certified
Engineer, ask the vendor for such an engineer when adding or removing such machines to or from the system.
Make sure that the required data such as the IP address (or IP-range) of this terminal and the address of the server are
known by Inepro.
Make sure that a network and power outlet are available at the location of the vending machine.
The terminal is powered separately and requires an additional power outlet, and an
additional network outlet!
On site
Connect the device, and the terminal to a power outlet and their network cable(s) to a network outlet.
It is possible that the device and the terminal share a network cable.

10 - Inepro Back Office Suite
Hardware Installation
Vending machines
Preparation
Before a vending machine can be used in the system an Inepro terminal must be installed.
Installing a terminal in a vending machine is a task that can only be executed by an Inepro Certified Engineer, ask the
vendor for such an engineer when adding or removing vending machines to or from the system.
Make sure that the required data such as the IP address (or IP-range) of this terminal and the address of the server are
known by Inepro.
Make sure that a network and power outlet are available at the location of the vending machine. The terminal is
powered by the vending machine and does not require an additional power outlet.
Soup / Coffee / Orange juice machines and machines alike are also considered vending machines!
On site
Connect the vending machine to a power outlet and the network cable to a network outlet.

11
PosPRO till
Preparation
Installing and configuring a PosPRO cash register or till for first time use is a task that can only be executed by an Inepro
Certified Engineer, ask the vendor for such an engineer when adding or removing such machines to or from the system.
Make sure that the required data such as the IP address (or IP-range) of this PosPRO till and the address of the server
are known by Inepro.
Make sure that a network and power outlet are available at the location of the till.
On site
Connect the PosPRO till to a power outlet and the network cable to a network outlet.