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Olo Focus Service Installation


Updated

Audience

Technical Teams, Customer Success Teams, Client's POS Programmer   

Description

Olo is not installed on the Focus computer and this is required for Olo integration.

Solution

There are 6 steps to install Olo services for Focus and confirm that everything is running properly. 

The instructions below may seem intimidating at first glance, but each step is quite simple and the installation (assuming the configurations in place are already correct) can take less than 7 minutes to complete.

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

Installation procedure (basic store install)

Step 1: Confirm store is “offline” in 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 the See Offline Vendors button. The store will be listed below.

Step 2: Generate the POS password

Since it takes 2 minutes 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 the POS Settings link.

POS_Settings.jpg

   1)  Click on the Reset Password tab.  If you do not see this tab, please contact Olo help to              grant you the proper security access.  If you have recently used the forgotten password link          on the Olo Dashboard, your security access will need to be updated by Olo.

reset_password.jpg 

   2)  Please take note of the POS Username.  This is the username you will use when installing            the Olo services.

pos_username.jpg

   3)  Click the Generate a New Password button. The warning message will appear any time              that you create a new password.  This is to stop you from disabling a store in case you                  selected the wrong one.

generate_new_pwd.jpg

 

   4)  A second warning message will appear.  Press Continue to generate the password.

new_pwd_label.jpg

   5)  A dialog box will appear with the password but the password will not be visible until you                hover your mouse over it.

password_black.jpg

   6)  This is how the password appears when you hover your mouse over it.

password_visible.jpg

    7)  Copy this password on to your clipboard (ctrl C).  Keep this page open as you move to the             store computer for installation.

Step 3: Download the Installer from Dashboard

1)  Go to the Brand section on the left control list

2)  Select POS Downloads

             pos_downloads.jpg     
                                                            

3)  Select Focus

focus_sw.jpg

  4)  Click the button to download the most current version of the Olo Focus Agent

 focus_download.jpg

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 Dashboard under Settings)

   4)  Click Install and then Finish when it is done

Common Errors and Issues:

Incorrect vendor name / password

This error means the vendor name and password combination entered into the install wizard do not match anything on Olo’s system.

   1)  Be sure you’ve allowed enough time between generating the password and entering it here.  Wait at least 2 minutes between these steps.

   2)  Make sure you have the correct username.

   3)   There was a problem typing the password (the passwords here can be tricky but need to be for security reasons). To try again, you want to uninstall the Wizard and re-run it. Run the Install Wizard first to remove the application, and then re-run it again to retry the username and password combination.

If the Test program encounters any other errors, it will provide the reasons. These may be configurations that you already know how to correct, in which case you can simply proceed with those corrections and re-run the test. If the reasons are unknown to you, copy down the exact message for Olo to review. If the test succeeds, move on to the next step.

Step 6: Start the Olo services

Start button -> Run -> Services.msc

Right-click the Olo Focus Service, click Start

Right-click on the Olo Update Service, click Start 

Step 7: Confirm the store is online using 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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