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How It Works: Olo XPIENT-IRIS Installation Guide


Updated

PRE-INSTALL CONFIGURATION (Xpient Iris & ENVIRONMENT)

 

There are a few Xpient Iris and environment updates that must be in place before Olo will be able to run properly.

 

  • The Back of House (BOH) server must have sufficient disk space to process orders (Olo recommends at least 1GB of RAM and at least 5GB of free hard drive space)

 

  • Firewall requirements:

Network connections are always initiated from inside the store network (on the Back of House). No inbound ports need to be opened. The store computer needs to be able to make DNS lookups and make outbound connections to Olo’s servers.

 

Our windows service has the following network access pattern:

  1. It accesses https://api.olo.com on port 443
  2. It then connects to either pos1.olo.com, pos2.olo.com or pos3.olo.com on port 9292 (TCP). This connection is long-running and bidirectional.

 

 

Reason

FQDN

TCP Port

New IP Addresses

POS Connectivity

api.olo.com

443

52.0.148.73

52.1.103.28

52.1.106.63

52.202.120.141

52.203.244.50

54.83.190.167

54.84.184.104

54.165.137.17

54.208.197.95

pos1.olo.com

9292

52.20.200.81

pos2.olo.com

9292

52.23.79.84

pos3.olo.com

9292

52.207.85.59

pos4.olo.com

9292

54.80.187.138

pos5.olo.com

9292

54.80.236.14

POS Connectivity
(additional endpoint needed for Windows XP/2003 only)

legacy-api.olo.com

443

52.54.252.206

52.44.215.203

52.54.152.250

52.55.199.228

52.1.236.38

107.23.176.167

52.207.31.174

52.45.140.150

54.236.236.219

Olo Dashboard

(if used in-store)

my.olo.com

443

52.73.161.210

52.2.55.227

52.1.138.129

52.204.138.253

52.21.16.139

52.202.217.214

52.71.161.253

52.203.92.251

54.87.49.124

 

 

A good way to test this: open a command prompt, and try to telnet to our server using the command “telnet pos1.olo.com 9292” - if telnet fails, there is a problem with the store network or outbound port traffic configuration.

 

 

INSTALLATION GUIDE for IRIS Services

Goals

This guide should assist you in the installation of the IRIS services at a new location that has been configured for remote ordering

 

Summary

There are 11 steps to install the IRIS and confirm that the services are running properly.

 

The following files will need to be placed on the server:

  1. dll
  2. lic
  3. x.x.x.exe
  4. Support folder containing the following files:
    • Microsoft .NET 3.5
    • VC2008 Runtime 9.0.30729.1
    • WindowsInstaller 4.5.6001.22159

 

Section Overview

Step 1: Copy files to appropriate locations

Step 2: Launch the POSWebService installation

Step 3: Modify the INI Configuration files

Step 4: Edit Permissions for IIS Users

Step 5: Enable 32-Bit Applications

Step 6: Verify the Payment Web Service is in IIS

Step 7: Modify the POS Web Service Configuration

Step 8: Logoff

Step 9: Re-Verify the POS Web Service in IIS

Step 10: Add the xsPOSServer.exe service to the IRIS Shell

 

Step 1: Copy Files

Copy the msvcr71.dll file to C:\Windows\System32\

Copy the xsPosServer.lic license file to the C:\IRIS\Licenses directory

Copy the POI Support folder to C:\IRIS

 

Step 2: Launch the POS Web Service installation

  1. Launch the POSWebService_x.x.x.x.exe executable
  2. Confirm the version and select “Next”
  3. Read and accept the license agreement and select “Next”
  4. The default installation folder is displayed. Select the desired folder and select “Next”
  5. Select the IP Address of the IRIS Server, 127.0.0.1 if the installation is taking place on the IRIS Server. Select “Next”
  6. Select “Finish” after the installation has completed

 

Step 3: Modify the INI Configuration files

  1. Edit the appini.ini located in C:\IRIS\INI\
  2. Add the following lines to the bottom of the file:
    • [xsPosServer]
    • STATE=1
  3. Edit the adoopt.ini located in C:\IRIS\INI\
  4. Add the following lines to the bottom of the file:
    • [xsPosServer Provider]
    • POSCFG=PROVIDER=SQLite;Data Source=..\Data\xsPosCfg.sqlite

 

Step 4: Edit Permissions for IIS Users

  1. Open Windows Explorer
  2. Right click on “Computer” and select “Manage”
  3. Select “Services and Applications” and double click on “Internet Information Services”
  4. Drill down and right click on “xsPOSWebService”
  5. Select “Edit Permissions” then “Security”
  6. Click “Edit”, “Add”, “Advanced” then “Find Now”
  7. Scroll down and click “IIS_IUSRS” and select “OK”
  8. Check the box to allow “Full Control” for the “IIS_IUSRS_ user group
  9. Select “Apply” then “OK”

Step 5: Enable 32-Bit Applications

  1. Open Windows Explorer
  2. Right click on “Computer” and select “Manage”
  3. Drill down and select “Application Pools”
  4. Select “DefaultAppPool” then double-click “Advanced Settings”
  5. Change the setting to “True” beside “Enable 32-Bit Applications”

Step 6: Verify the POS Web Service is in IIS

  1. Open Windows Explorer
  2. Right click on “Computer” and select “Manage”
  3. Select “Services and Applications”
  4. Double-Click on “Internet Information Services”
  5. Drill down to the “xsPosWebService”
  6. Select “Browse*:443 (https) on the right hand side of the pane
  7. Select the “GetInfo” link which will bring up the “GetInfo” page
  8. Select the “Invoke” button
  9. A webpage will display a response, which indicates that the website is working

Step 7: Modify the POS Web Service Configuration

  1. Open Windows Explorer
  2. Right click on “Computer” then select “Manage”
  3. Click on “Services and Applications” then double click “Internet Information Services”
  4. Drill down to “xsPosWebService”
  5. Double-click “Application Settings”
  6. Double-click “Socket.ReceiptTimeout”
  7. Type 20000 under “Value” and select “OK”
  8. Double-click “Socket.SentTimeout”
  9. Type 5000 under “Value” and select “OK”

 

Step 8: Perform a Windows Logoff

  1. Perform a Windows Logoff

 

Step 9: Re-Verify POS Web Service in IIS

  1. Open Windows Explorer
  2. Right clock on “Computer” then select “Manage”
  3. Drill down to the “xsPosWebService”
  4. Click “Browse*:80 (http) on the right hand side of the pane
  5. Select the “GetInfo” link which will bring up the “GetInfo” page
  6. Select the “Invoke” button
  7. A webpage will display a response, which indicates that the service is running

 

Step 10: Add the xsPOSServer service into the IRIS Shell

  1. On the IRIS Shell, select the “System Status” button
  2. Select “Customize”
  3. Select the “Service” tab and select “Add”
  4. Add the following text to the corresponding fields:
    • Title = “XSPosServer”
    • Command Line = “xsPOSServer.exe”
    • Working Directory = “C:\IRIS\Bin\”
  5. Check the following options:
    • Auto Restart
    • Auto Start
    • Run Hide
    • Critical
  6. Select “Apply”
  7. Select “Save” and “Close” to save the changes
  8. Either restart the IRIS Shell or do a Windows Logoff

 

 

INSTALLATION GUIDE for Olo Services

 

Goals

This guide should assist you in the installation of the Olo services at a new location that has been configured for remote ordering

 

Summary

 

There are 6 steps to install the Olo Services to Xpient Iris and confirm that the services are running properly. 

 

Although the instructions here may seem intimidating at first glance, each step is quite simple and the installation – assuming the configurations in place are already correct – can take less than 5-7 minutes to complete.

 

Section Overview

Step 1: Confirm store is “Offline” on the Olo Dashboard

Step 2: Generate a Password

Step 3: Download the Installer

Step 4: Follow the Instructions in Wizard

Step 5: Start the Olo Services

Step 6: Confirm Store is Online Using the Dashboard

 

Step 1: Confirm store is “Offline” on the Olo Dashboard

 

The purpose of this step is mainly to confirm that you have dashboard permission to view the store, and since the store will connect automatically and disappear from the “Offline” list, it is a nice way to confirm that your installation has succeeded.

 

Log into the Olo Dashboard at https://my.Olo.com and click “See Offline Vendors” button. The store will be listed below.

 

Step 2: Generate the POS Password

 

Since it takes 2 minutes or so for the password to register with the POS connection servers, it makes sense to generate it for the store before running the installation tool. 

 

Tip: If you forget to generate the password upfront and instead generate it right before entering it into the installation tool, you may see an “Invalid Username or Password” error. Simply wait a few minutes for the newly generated password to register and then try it again.

 

From the Offline list click on the store’s name to go to the Settings page for the location. Click on POS Settings link.

 

Click on “Generate a New Password” button.  Confirm the warning dialog and a password will be generated. Mouse-over the box to see the password for the username listed above the warning message.  Keep this page open as you move to the store computer for installation.

 

Step 3: Download the Installer

 

On the store computer where you are doing the install, go to the URL below to download the installer.

 

https://dl.dropboxusercontent.com/u/25183297/OloXpientService_live_v1.0.0.963.msi

 

Click “Run” to open the program after it downloads.

 

Step 4: Follow the Instructions in the Install Wizard

 

1)         Click Next to begin the process.

2)         Click Next for the destination folder.

3)         Enter the Olo username and password

(the one generated on the Olo Dashboard in Settings).

4)         Click Install and then Finish when it is done.

 

Important Tip (!): You will have to start the installation over if the values entered here are incorrect. Be sure to double-check these entries to be sure you get them right the first time!

Step 5: Start the Olo Services

 

Start button -> Run -> Services.msc

Right-click the Olo Xpient Service, click Start.

 

The Olo Xpient Service will automatically start the Olo Update Service.

 

Step 6: Confirm Store is Online Using the Dashboard

 

Once the services are running, the store should be automatically connected and displayed as “Online” within a couple of minutes. 

 

Open up the dashboard and click “See Offline Vendors” button to refresh the list, and confirm that the installed store is no longer listed.

 

 

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