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

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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.