Software Installation Category

Table of Contents

  1. Contents of Software Installation

Software Installation

Software (operating environment) installation and reinitialization instructions and notes for Site Servers and Site Controllers.

Bootstrap a previously Offline Configured device

When a device doesn't have Internet access at installation time, the "Offline Configure" shortcut may be run on the desktop to put the system into operation. This procedure describes how to later bootstrap it when it does come online.

  1. Login to WIndows with the Administrator account and open Cygwin. (Or ssh in as Administrator.)
  2. On an sserv, enter the lines:
  3. On a teller, enter the lines:
  4. Follow normal procedure for bootstrap.
Adam Fanello

EPG Installation and User Manual

Introduction

The Electronic Payment Gateway (EPG) is a program that runs on a Site Server (sserv7 image) and handles the interfaces with tellers and payment processors. It also reports status of these tellers and Ryko car washes on the General Intelio Interoperability Protocol (GIIP) for systems that wish to monitor and report activity.

Supported tellers:
Supported payment processors:
EPG is a replacement for non-PCI compliant EPI Server application.

Installation and Startup

EPG should operate on any Windows XP based system. However, it's only supported by Intelio as pre-installed on an Intelio Site Server. See the Application Configuration section at How to configure a new Site Server for details.

Taskbar Icon and Menu

When running, EPG has an icon in the Windows taskbar notification area that looks like this: 
Right click on it for a menu of windows and actions:

Status Window

The Electronic Payment Gateway Status window shows the current state of things in EPG. It may be brought up from the taskbar icon menu, or it may be displayed full screen on a Site Server that is configured solely as a Payment Gateway system (via CAW Booter configuration profile).

Items that may be appear in the status:
The following buttons may also be available:
When a Site Server is configured as a Payment Gateway, EPG runs with the Status Window full screen and adds buttons to Exit to Boot Aplication, Reboot Server, and Shutdown Server. It also displays the program version and copyright.

Settings Window

The EPG Settings window provides an interface to configure options, interfaces, and payment processing. Each area of configuration appears as a separate tab, each of which is detailed below. If the OK button is clicked, your changes are saved and EPG exits. On a Site Server, the boot application will automatically launch a new instance running the new configuration.

General Settings

This tab contains settings that are not tied to a particular interface.

Authorize.Net Settings

Authorize.Net is an online credit card processor gateway. A merchant account must be setup by your provider (not Intelio). The Authorize.Net account must be setup as Merchant Type "Retail". Device type should be set to Self-Service Terminal. Once the account is created, login to Authorize.Net, go to Settings, and generate an API login and transaction key.

Fields:

EPI Settings

Electronic Payment Interface (EPI) is the protocol used to communicate with Ryko coinboxes and car washes, and Intelio tellers.

Fields:

Epsilon Settings

Radiant Epsilon is credit and fleet card processor that is customized to each customer. The Epsilon service may be installed on the Site Server itself, or on a Radiant server on site. Contact your Intelio or Radiant sales representative for more information.

Fields:

GIIP Settings

The lone field in this tab defines the port on which the General Intelio Interoperability Protocol (GIIP) server will listen for connection.
There is currently no reason to change this.

HTTP Settings

The lone field in this tab defines the port on which a basic HTTP server will listen for connection. This server is used to access reports provided to EPG from the Epsilon interface. To access the reports, login to WashMax.com, click on the Reports tab, and then Payment Processor Reports below that.

There is currently no reason to change this setting.

Unitec Settings

EPG can process payments for and monitor up to four Unitec Wash Select II bays at a single site. The interface in a Wash Select II is serial, so a serial device server is installed within the teller to provide an Ethernet interface. Enter the IP address and listening port for the TCP Server for each bay you wish to connect to.

Configuring the Serial Device Server

A serial device server must be connected to the site's IP network or directly to the Site Server via an Auxiliary Connection and a cross-over cable. Configured the device to:
If using a Moxa nPort serial device server, a search utility from Moxa is pre-installed on the Site Server. Find it in the Start / All Programs menu and use it to configure the Moxa(s).

Configuring the Wash Select II

The Wash Select II (WSII) must be configured to communicate correctly with EPG. Open the teller and flip the toggle switch on top of the motherboard to Setup mode. (Refer to your WSII Operations Manual, "Setup and Operate Modes".)  Use the 1 key on the keypad to go backwards in a menu and also to answer Yes. Use the 3 key to go forward and to answer No. The * key is used for selection, or as an Enter key.
Now flip the motherboard toggle switch back to Operation mode.

WashMax Reports

Reports provided to EPG from the Epsilon interface are accessible from your WashMax.com account. To access the reports, login to WashMax.com, click on the Reports tab, and then Payment Processor Reports below that. If your site does not appear there, contact Intelio Customer Support at 800-874-6099 to have it enabled.

(Instructions for Intelio Customer Support: Configure WashMax EPG Reports.)
Adam Fanello

Fix Site Server Sys8 Serial Port

The Sys8 Site Servers have a glitch with serial ports 1 and 2. Here are the instructions on how to change COM2 to COM1.

  1. Log in as Administrator.
  2. Click the Start button, then right click on "My Computer" then left click on "Manage".
  3. Select "Device Manager" on the left.
  4. Double click on "Ports". 
  5. Right click on "Communications Port (COM1) and select "Uninstall".
  6. Right click on "Communications Port (COM2). Select "Properties". Go to "Port Settings" tab.
  7. Click on the "Advanced" button.
  8. Look for the Port Number and click on the drop down arrow. 
  9. Scroll up and select "COM1".
  10. Click "Ok" button(s).
  11. Reboot the sServ.
Once connected to a POS, be sure that the POS bubble (in the Main Screen of Code-A-Wash app) turns green. Ensure that you set the POS configurations to the required protocol.
Adam Fanello

How to configure a new Site Server (sserv) for Cobra

Assumptions

The Site Server has been imaged by an Intelio sserv flash imager. (Don't forget the Post-Cloning script for an sserv7.)

The Site Server is connected to an IP network which has access to ports 2372 and 2374 at Internet address 209.11.249.195.

See Also

   About Site Servers
   Site Server Flash Imager

Contact the Site Server

A freshly image Site Server will appear as a new sserv_configme on the VPN list.  Confirm that you have the correct site by checking the source of the IP address or by clicking the VNC link and confirming movement on the screen with someone on site.

System Configuration

Via SSH

If the system was just imaged, ask someone locally to double-click the Post-Clone Fix-Up icon on the desktop.

SSH into the Site Server as the user Administrator using a link on the VPN list, with Putty, or from the Linux command line.
The command prompt [Administrator@sserv ~]$ will appear. Type in the command:
./bootstrap.sh 172.16.1.102 cobra
Answer the prompts. While this is running, you may proceed to the next step.

Via VNC or locally

VNC into the Site Server. Double-click the Post-Clone Fix-Up icon on the desktop. (It's safe to do more than once after imaging, but not once you start configuring.)
After several seconds, it will ask if you would like to bootstrap the system now. Enter n for no.
Double click on Cygwin icon on the desktop. The command prompt [Administrator@sserv ~]$ will appear. Type in the command:
./bootstrap.sh 172.16.1.102 cobra
Answer the prompts. While this is running, you may proceed to the next step.

Configure the Edge VMs

An edge is only required if the customer purchase WashMax Manage, Maintain, or Market.
  1. Click the VMs link on the VPN list, point your web browser to http://<sserv IP address>:8222/ui/
  2. Login as Administrator with the default or current password.
  3. With sserv selected on the left, find the Commands block on the right and click on Edit Virtual Machine Startup/Shutdown Settings.
  4. Click on Intelio Edge A and then click the Move Up button to put it in the (Startup Order)  Any Order section.
  5. Repeat as needed for Intelio Edge B and Intelio Edge C to run two or three edges.
  6. Click on Intelio Edge A on the left.
  7. Notes about power on/off from on this page:
    1. Do not power on the edge until the bootstrap/installation scripts complete!
    2. Do not use the red square STOP button or Power Off link. These are like cutting power to the machine.
    3. Do use the Shut Down Guest and Restart Guest links when needed. These do clean shutdowns and reboots.
  8. If the edge VM needs to be on the physical network rather than a virtual network inside of the Site Server:
    1. If the edge is already running, click the Shut Down Guest link and wait for it to shut down.
    2. If Network Adapter 2 isn't listed in the Hardware section:
      1. Click on Add Hardware in the right column.
      2. Click on Network Adapter and then Next.
      3. Click on Next and then Finish.
    3. If the edge had been running, start it back up by clicking the Power On link on the right.
  9. If the edge VM needs to access a device plugged into the 9-pin DIN serial port:
    1. Go to the Hardware section and click the icon next to Serial Port 1.
    2. Click on Edit.
    3. Select Connect at power on.
    4. Click on the OK button.
    5. Note: Do not do this if the Code-a-Wash application is to run. They will conflict!
  10. If the edge VM needs to access a USB Serial adapter:
    1. Note: The adapter must be plugged in as the Site Server is boots up. If it was not, plug it in now and come back to this after a reboot.
    2. Go to the Hardware section and click the icon next to Serial Port 1.
    3. Click on Edit.
    4. Select Connect at power on.
    5. Select the Physical COM port. The one on the motherboard is COM1. The adaptor will show with a higher number.
    6. Click on the OK button.
    7. If you need multiple adapters, only add them one at a time so that you can tell which is which.
  11. Feel free to put comments in the Notes section if you feel a need.
  12. Repeat for Intelio Edge B and Intelio Edge C as needed.
Once complete here and the bootstrap/install scripts have completed, reboot the Site Server. (Use the option at the end of the install script, or press the REBOOT button on the screen.)

Windows User Accounts

After imaging, the server auto logs on with the Administrator account so that you can configure it. After bootstrap, it logs in as the less privileged user name LocalTerminal. This is a PCI DSS requirement. LocalTerminal can run the applications and configure network settings, but cannot install software. Should you need to change the operating system settings, you must do so as Administrator:
  1. Shut down all applications that you can.
  2. Press the Windows key to pop up the START menu, and select Log Out.
  3. At the new logon prompt, enter user name Administrator and the current password. (See the SOC.)
Once done making changes, you must return to the lower privileged LocalTerminal account. Either reboot or log out and back in. The user name for log on is LocalTerminal; leave the password blank.

Do not share the Administrator password if possible. If you must, inform the Director of Development so that the password may be changed. (Globally, for all sites.) This must be done every ninety days regardless.

If an owner wishes to have their own administrator account, this is permitted. Create the new user. The owner is responsible for meeting PCI DSS requirements on that account. (See the WashMax Payments Implementation Guide.)

Edge Configuration

An edge is only required if the customer purchase WashMax Manage, Maintain, or Market.

Identify the edge_configme(s) on the VPN list for the site. They will come from the same public IP address as the sserv.
SSH into each one as root and run ./bootstrap.sh, configuring them as usual.

Note: For a PCI compliant solution, you must run EPG on the Site Server and select the -epg variant when configuring the edge's configuration profile.

Fix Screen Resolution

Sometimes the display resolution after imaging will come up too high and the applications will not occupy the entire screen. If you can see the Windows toolbar and part of the desktop, follow these instructions to fix.
  1. Right click on the desktop and select Properties.
  2. Click the Settings tab.
  3. Click the Advanced button.
  4. Click the Adapter tab.
  5. Click List All Modes.
  6. Scroll the list up and select 640 by 480, True Color (32 bit), 60 Hertz, and click OK.
  7. Click OK.
  8. Click OK.
  9. Click Yes on the dialog box.
  10. Click OK.
Alternatively, on some systems there is a blue trapizoidal icon in the notification tray for the Intel Graphics Media Driver. It may also be used to set the screen resolution.

Application Configuration

VNC into the Site Server. It will now appear on the VPN list under its new name and on the SOC.

Site with Car wash Equipment

Skip this section if no wash equipment is at the site.

Installations without WashMax Merchandise and the sserv7 image (PCI compliant)

  1. Configure startup programs:
    1. On the Booter program, touch the Set Program Options button.
    2. Touch the Startup Options button.
    3. Touch the down arrow next to Configuration one so that it reads Payment Gateway.
    4. Touch the OK button.
    5. Touch the Finished button.
    6. Touch the Start button.
See the article How to configure EPG.

Installations Connected to Ryko or Intelio Tellers and WashMax Merchandise

  1. Configure startup programs:
    1. On the Booter program, touch the Set Program Options button.
    2. Touch the Startup Options button.
    3. Touch the down arrow next to Configuration twice so that it reads Full Function.
    4. Touch the OK button.
    5. Touch the Finished button.
    6. Touch the Start button.
  2. Login to the Code-a-Wash application.
  3. Touch the Setup Menu button.
  4. Touch the Wash Keys button.
  5. Edit each wash package to match the Activa. Touch the Close button when done.
  6. Back at the Setup Menu. The Promo Messages section defines the text printed at the bottom on codes printed out directly from the Code-a-Wash. Edit if desired.
  7. Use of Fleet Account, Discount Keys and Discount Programs are discouraged, as they do not report properly to WashMax. Use WashMax Marketing instead.
  8. Touch the Users button and have the OWNER consider a new password. They may also want additional accounts for other users.
  9. Touch the Site Information button and fill in the fields. This is printed at the top of codes printed directly from the Code-a-Wash.
  10. Touch the Point Of Sale button.
  11. Touch the Coinbox button.
  12. Touch Close to exit the Setup Menu.
  13. Touch the Logout button. Never leave the ENG user logged in once you are done.
For an sserv7 image, see the article How to configure EPG.

Installations Connected to Unitec Tellers and not PCI compliant

Sometimes a Site Server is used just as a host of the edge virtual machines. In these cases, there is no need to run the Ryko applications. The Site Server is shipped already in this Edge Only configuration; there's no need to do anything more on the Site Server.

Remote Site Server

A remote Site Server is at a site that does not have car wash equipment, but does have a POS system that can sell codes.
  1. Give the sserv VPN access to the other sserv or caw device:
  2. Configure startup programs:
  3. Configure application to communicate with master CAW at car wash site.
    4.
  4. Once communication is establish with the host CAW and wash keys are setup on the host, copy them:


Adam Fanello

How to configure a new Site Server (sserv) for latest

Assumptions

The Site Server has been imaged by an Intelio sserv flash imager. (Don't forget the Post-Cloning script for an sserv7.)

The Site Server is connected to an IP network which has access to ports 2372 and 2374 at Internet address 209.11.249.195.

See Also

   About Site Servers
   Site Server Flash Imager

Contact the Site Server

A freshly image Site Server will appear as a new sserv_configme on the VPN list.  Confirm that you have the correct site by checking the source of the IP address or by clicking the VNC link and confirming movement on the screen with someone on site.

System Configuration

Via SSH

If the system was just imaged, ask someone locally to double-click the Post-Clone Fix-Up icon on the desktop.

SSH into the Site Server as the user Administrator using a link on the VPN list, with Putty, or from the Linux command line.
The command prompt [Administrator@sserv ~]$ will appear. Type in the command:
./bootstrap.sh
Answer the prompts. Reboot at the end.

Via VNC or locally

VNC into the Site Server. Double-click the Post-Clone Fix-Up icon on the desktop. (It's safe to do more than once after imaging, but not once you start configuring.)
After several seconds, it will ask if you would like to bootstrap the system now. Enter y for yes.
Answer the prompts. Reboot at the end.

Windows User Accounts

After imaging, the server auto logs on with the Administrator account so that you can configure it. After bootstrap, it logs in as the less privileged user name LocalTerminal. This is a PCI DSS requirement. LocalTerminal can run the applications and configure network settings, but cannot install software. Should you need to change the operating system settings, you must do so as Administrator:
  1. Shut down all applications that you can.
  2. Press the Windows key to pop up the START menu, and select Log Out.
  3. At the new logon prompt, enter user name Administrator and the current password. (See the SOC.)
Once done making changes, you must return to the lower privileged LocalTerminal account. Either reboot or log out and back in. The user name for log on is LocalTerminal; leave the password blank.

Do not share the Administrator password if possible. If you must, inform the Director of Development so that the password may be changed. (Globally, for all sites.) This must be done every ninety days regardless.

If an owner wishes to have their own administrator account, this is permitted. Create the new user. The owner is responsible for meeting PCI DSS requirements on that account. (See the WashMax Payments Implementation Guide.)

Fix Screen Resolution

Sometimes the display resolution after imaging will come up too high and the applications will not occupy the entire screen. If you can see the Windows toolbar and part of the desktop, follow these instructions to fix.
  1. Right click on the desktop (or Control Panel / Desktop) and select Properties.
  2. Click the Settings tab.
  3. Click the Advanced button.
  4. Click the Adapter tab.
  5. Click List All Modes.
  6. Scroll the list up and select 640 by 480, True Color (32 bit), 60 Hertz, and click OK.
  7. Click OK.
  8. Click OK.
  9. Click Yes on the dialog box.
  10. Click OK.
Alternatively, on some systems there is a blue trapizoidal icon in the notification tray for the Intel Graphics Media Driver. It may also be used to set the screen resolution.

Application Configuration

VNC into the Site Server. It will now appear on the VPN list under its new name and on the SOC.

Site with Car wash Equipment

Skip this section if no wash equipment is at the site.

Installations without WashMax Merchandise or a Ryko car wash.

  1. Configure startup programs:
    1. On the Booter program, touch the Set Program Options button.
    2. Touch the Startup Options button.
    3. Touch the down arrow next to Configuration one so that it reads Payment Gateway.
    4. Touch the OK button.
    5. Touch the Finished button.
    6. Touch the Start button.
See the article How to configure EPG.

Installations with WashMax Merchandise or a Ryko car wash.

  1. Configure startup programs:
    1. On the Booter program, touch the Set Program Options button.
    2. Touch the Startup Options button.
    3. Touch the down arrow next to Configuration twice so that it reads Full Function.
    4. Touch the OK button.
    5. Touch the Finished button.
    6. Touch the Start button.
  2. Login to the Code-a-Wash application.
  3. Touch the Setup Menu button.
  4. Touch the Wash Keys button.
  5. Edit each wash package to match the Activa. Touch the Close button when done.
  6. Back at the Setup Menu. The Promo Messages section defines the text printed at the bottom on codes printed out directly from the Code-a-Wash. Edit if desired.
  7. Use of Fleet Account, Discount Keys and Discount Programs are discouraged, as they do not report properly to WashMax. Use WashMax Marketing instead.
  8. Touch the Users button and have the OWNER consider a new password. They may also want additional accounts for other users.
  9. Touch the Site Information button and fill in the fields. This is printed at the top of codes printed directly from the Code-a-Wash.
  10. Touch the Point Of Sale button.
  11. Touch the Coinbox button.
  12. Touch Close to exit the Setup Menu.
  13. Touch the Logout button. Never leave the ENG user logged in once you are done.
See the article How to configure EPG.

Configure EPG

Details @ EPG Installation and User Manual

  1. Open EPG Settings window. (Right click on icon near clock.)
  2. From the SOC, determine the Entry Device (teller) interface and payment processor to use.
  3. Read Computer ID from General tab. Edit the site on the SOC and generate the payment processor's product key (EPG-AuthNet or EPG-Epsilon).
  4. Go to that payment processor's setting tab (Authorize.Net or Epsilon). Set key and other options.
  5. If Wash Select II:
    1. Configure Moxa using nPort Search Utility. See Wash Select II interface and configuration.
    2. Configure Unitec settings tab in EPG.
  6. Click OK on the Settings window and OK to the notification.

Remote Site Server

A remote Site Server is at a site that does not have car wash equipment, but does have a POS system that can sell codes.
  1. Give the sserv VPN access to the other sserv or caw device:
  2. Configure startup programs:
  3. Configure application to communicate with master CAW at car wash site.
    4.
  4. Once communication is establish with the host CAW and wash keys are setup on the host, copy them:

Configure WashMax Onsite

If the customer has purchased any WashMax features (besides Broadband, which is just EPG, and Merchandise, which is Code-a-Wash), WashMax Onsite must be configured.
  1. Check the SOC comment to ensure that the site has been added to a WashMax Server.
  2. Configure as described by the article: Configure WashMax Onsite.
If this sserv is replacing one that previously ran Cobra (there's an edge node on the SOC), follow the two cleanup steps at the end of the article: How to upgrade from Cobra/edge to Enzo/WashMax Onsite

Test

  1. Bring up EPG Status and see green lights for the configured credit payment processor and Intelio GIIP Payment Processor.
  2. Wash code sale (if applicable)
  3. Wash code redemption (if applicable)
  4. Credit card purchase at teller. (Must activate the wash, not just validate the card.)

Software Updates

Within an hour of configuration, the site server will begin downloading software updates. The time to download all available updates can vary from minutes to hours, depending on the network speed and number of updates. A couple of hours, to no more than a day, after configuring, the site server must be rebooted to allow these updates to install.
Adam Fanello

How to install Cold Card Activator system

Purpose

WashMax Marketing cards are typically assigned to a program and available for immediate use. This is a problem for cards that are sold, as they are then prone to theft. Instead, cards should be assigned to a problem, but inactive - unavailable for immediate use. A stolen card is then worth nor more than the plastic card itself.

Cold Card Activator (CCA) is a way to enable the card. A store clerk swipes the card on the Site Server, and it activates the card. Additional fields can also be set at activation, such as initial value and usage count.

Installation

The sserv and edge must be running at least v4.0-103 of WashMax. Update if needed.

Log in as administrator.

Cold Card Activator comes pre-installed on the images sserv7j and later. For earlier images:

Plug the UIC MSR120 card reader device into an available USB port. The New Hardware Wizard will appear, select to manually specify a location and browse to C:\Program Files\Ryko\CCA\MSR120-driver\.  At the warning, click Continue Anyway and finally Finish.

Login to the (first) edge and add ,coldcard to site.profile in the conf/site.properties file.

Reboot the Site Server.

Configuration

Right-click CCA icon in task bar (blue icy card) and select Settings. Configure options and license key. Click OK and wait for it to restart.

Options:

Testing

Swipe any marketing card. Enter required values and click Activate. If it says the backend server isn't connected, wait a while for the edge to finish coming up and try again. Unknown card or Card already Activated both mean that everything is communicating, it just couldn't activate that specific card.
Adam Fanello

How to re-initialize edge virtual machines (VMs)

Sometimes the virtual hard drive of an edge running on a Site Server (sserv) may become corrupt. You don't have to reimage the entire sserv, you can effectively "reimage" just the edge's virtual hard drive.

First, open the VMware web console, either via the local desktop or remotely at http://sserv###.any:8222/ui/ (substitute the actual sserv number or IP address), and stop each edge that you want to reimage.

Now either ssh into the sserv or open the local Cygwin shell. Switch to the main VM directory:
cd /cygdrive/c/Intelio/vm
Delete the virtual hard drive for each edge you want to reimage. Only enter the commands for the edge(s) you want to reimage:
rm edgeA/*.vmdk
rm edgeB/*.vmdk
rm edgeC/*.vmdk
Now you can re-create the virtual hard drives from the initial template:
./initVMdisks.bat
Only the disks you deleted will be copied. Once the edge's virtual HDD is in place, use the VMware web console to start it up. Give it a couple of minutes to finish booting (you can tell it's done when the IP address fills in on the web console).  Now bootstrap the edge(s) as you normally would. For example:
ssh [email protected]
./bootstrap.sh
Adam Fanello

How to upgrade existing Site Server to WashMax Onsite (Enzo)


The enzo code base includes WashMax Onsite and Intelio Support Scripts. This article explains how to upgrade an existing Site Server to enzo. It could be already running with edges and the cobra code base, or it might be a fresh image not yet bootstrapped.

Note: As of the sserv8b image, WashMax Onsite is pre-installed! Follow the article How to configure a new Site Server (sserv) for latest instead!

Preparation:

Several files need to be copied to the sserv node. There are three ways to do this; do one of the following:
  1. VNC to the sserv, open Internet Explorer, and download the files from http://repository.server/repo/WashMax%20Onsite/ to D:\  
  2. ssh to [email protected] and scp repo/onsite/* [email protected]:/cygdrive/d/   (change sservXXX to the node name)
  3. Copy the files from a USB flash drive plugged into the Site Server to D:\ . (This is necessary at sites with slow networks.)
Through ssh or Windows Explorer, extract enzo-upgrade.zip in place.

Disable Edges:

You can disable VMware from auto-starting the edge VMs, while leaving them running for most of the upgrade process. They edges will continue to run until the reboot.

Install Software:

Software installation must be done with the Administrator account. The easiest way to do this is to log out of LocalTerminal and in as Administrator.

As Administrator:

If you are comfortable at the command-line and minimizing downtime is important, the above programs can be run while logged in as LocalTerminal by clicking the Start Menu / Run and entering runas /user:administrator cmd. Run the programs from the command-line. You cannot do this installation from ssh or Cgywin!

Switch from Cobra to Enzo:

If the sserv is already running Cobra support scripts, it must be upgraded to Enzo's Intelio Support Scripts.

Run Cygwin on the local screen or via ssh to the node.  (If you are logged into Windows as LocalTerminal and run Cygwin, enter ssh administrator@localhost to switch users.)

Enter:  cd; /cygdrive/d/enzo-upgrade/cobra2enzo.sh

Answer prompts and reboot at the end.

Installing on fresh (older) image:

If the sserv has not been bootstrapped yet, but you are following this guide because it's image is older than sserv8b (which includes enzo), then just run the enzo installer instead of bootstrap.sh.

VNC into the Site Server. Double-click the Post-Clone Fix-Up icon on the desktop. After several seconds, it will ask if you would like to bootstrap the system now. Enter n for no!

Double-click the Cygwin icon on the desktop. Enter:  cd; /cygdrive/d/enzo-upgrade/enzo_install.sh

Answer prompts and reboot at the end.

Refer to the article How to configure a new Site Server (sserv) for latest for configuration of the rest of the Site Server.

Configuring WashMax Onsite:

See the article Configure WashMax Onsite.

Verify EPG Status:

Open the EPG Status display (if not showing). Within a minute of restarting WashMax Onsite, you will see the sserv node appear in green under GIIP Server. There should not be any edge nodes. (If there are, the VM is still running.)

Cleanup Alerts on WashMax Server (wms):

Once WashMax Onsite has been running for a few minutes and the old edge has been offline for at least 22 minutes, it'll have reported fresh Operational alerts to the WashMax Server (wms) and have an alert about lost contact with the site. You can verify this with the WashMax tab on the SOC. You can then clean-up old alerts left by the cobra edge:

Cleanup SOC:

On the site's Facts page, click the edit link on the edge node, and then click the DELETE button to remove the old edge node and all of it's events.
Adam Fanello

Select VMware Server Bridged Network Adapter

When setting up an edge VM to bridge to the physical network, you usually only need to configure eth1 on the edge and VMware on the host will automatically select the correct adapter to bridge to the uplink. This works best if the uplink is working before you start the edge. If not, VMware may choose the wrong adapter to bridge.

You can manually tell VMware which adapter to use by following these steps:

Run the Manage Virtual Networks program.


If running under the LocalTerminal account (or other non-administrator account), you must run this application as Administrator by right-clicking on "Manage Virtual Networks" and selecting "Run As"


... and then select "The following user:". Make sure the local Administrator account is selected, enter the password, and click OK.


Now click to the "Automatic Bridging" tab and uncheck it.



On the "Host Virtual Networking Mapping" tab, drop down the list for VMnet0 and select the adapter that provides the uplink. You can cross-reference this on the Control Panel / Network Connections window. In the example below, it's the Realtek Gigabit. On Sys6 and Sys7 Site Servers, it'll be the only Intel adapter.



Click OK, and you're done.

Adam Fanello

Site Server Flash Imager

The sserv8 Flash Imager drive may be used to initialize a Site Server, Site Controller, or Ryko Code-a-Wash hardware with all of the current software needed for PCI DSS and PA-DSS compliant use of WashMax services. Initialization requires a keyboard (PS/2 is best) and monitor, and a few minutes to start. It will then run to completion, unattended, in about twenty minutes.

Note: Initializing your Site Server will destroy all existing configuration and data on it.

BIOS Setup

If the Site Server fails to boot from the flash drive and run to completion, then the computer's BIOS probably needs to be configured. See About Site Servers for configuration instructions.

Backup Procedure

If you wish to preserve existing Code-a-Wash configuration data and code inventory, follow the procedure below. If not, skip to the Initialization Procedure below.
  1. Begin with the Site Server powered on and in normal operating mode.
  2. Insert the USB flash drive in any USB port.
  3. Touch the Setup Menu button. (Login if necessary.)
  4. Touch the Database Maintenance button.
  5. Touch the Backup Now button.

Initialization Procedure

  1. Begin with the PC powered off, a keyboard plugged in, and the USB Flash Imager drive in any USB port.
  2. Press the PC power button.
  3. On a Sys1, Sys2, Sys4 or Sys5 box:
  4. On a Sys6 or Sys8 box, it will boot from the flash drive without pressing anything.
  5. On a Sys7 box:
  6. The imager will run:
  7. Press the power button to turn the PC off.
  8. Remove the USB Flash drive.
  9. Press the power button to start up the newly imaged Site Server.
  10. When Windows has started up, give it a few minutes to discover new devices. Allow it to reboot if it wants to.
  11. If reimaging an old PC to make it PCI DSS compliant, double-click on Secure Delete on the desktop. This will take about an hour to run.
  12. Double-click the Post-Cloning Fix-Up icon on the Desktop.
  13. Call Intelio tech support to reinitialize your Site Server. (It needs to be given its identity on the network and software initialized.)

Restore Procedure

If you made a backup of your Site Server configuration data, you may restore it once the newly initialized Site Server has started back up. (Ask your Intelio tech, a remote backup may have been restored during the initialization process.)
  1. Begin with the Site Server powered on and in normal operating mode.
  2. Insert the USB flash drive in any USB port.
  3. Touch the Setup Menu button.
  4. Touch the Exit button.
  5. Touch the Repair Backup Restore button.
  6. Touch the Restore Data From Backup button.
  7. Touch the caw.mdb file and touch the OK button.
  8. Touch the OK button.
  9. Touch the next OK button.
  10. Touch the Finished button.
  11. Touch the Start button.

Revision History

The file C:\image.txt on the PC contains the revision date of the Flash Imager used to initialize the PC.
The file image.txt on the USB Flash Imager drive contain the revision date of the image.
Adam Fanello
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