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Passport Installation Reminders Revised: April 24, 2008 © 2007 Gilbarco Veeder-Root, Inc. Passport Installation Reminders Overview It is critical that the appropriate steps are taken when performing new Passport installations. When items are missed, they may lead to future concerns that cause customer frustration, support challenges or even site downtime. This document provides information to assist in key areas of a new Passport installation. Review ALL Documentation All documentation should be reviewed PRIOR to arriving on site to perform the installation. Reviewing documentation in advance provides an opportunity to become familiar with installation procedures and certain steps that may be different between networks. Documentation should be read in its entirety to ensure all aspects of the installation are understood. This also helps to reduce the overall time of the installation by having a thorough knowledge of the tasks that are to occur. For example, MDE-4627B Passport Site Installation Checklist – Chevron covers tasks that should occur up to six weeks PRIOR to a new Passport installation (site survey, satellite preparation, etc.). This document also includes an appendix to assist in troubleshooting connectivity issues between the Passport router and satellite receiver via a laptop. Verify Media Always verify that the appropriate media is present. Passport Recovery Images are specific to certain hardware and software versions. For example, a PS52 Server image may not be used on a PC51 Client. Furthermore, V7 software may not be installed using a PS51 XP Recovery Image for V5. In addition, any Service Pack obtained from Gilbarco’s FTP Server should be validated as approved for use on a given network. Passport Service Packs may not be approved for use on all major oil releases. Please verify the most current software release for the intended customer by referring to the PASSPORT® PRODUCTION SOFTWARE KIT LIST at: http://www.gilbarco.com/interactive/gold/download.cfm?doc_id=5328 Installing an unapproved Service Pack at a Passport location may result in extended downtime due to the processes required to remove the software. Credit/debit transactions may also be disallowed by the network until the unapproved software is removed. Pre-program the Passport Router Typically, there is some amount of lead-time between receiving the Passport hardware and the date that is scheduled for installation. For sites that will use TCP/IP connectivity to the credit network (via a satellite receiver), the site-specific IP configuration should be obtained PRIOR to the date of installation. Obtaining this information early ensures that the appropriate TCP/IP profile exists and also has been updated within the site’s satellite hardware. This information should be programmed into the LinkSys router. (Note: When programming the router, additional settings under the Security tab and Applications and Gaming should also be configured as needed for the application. Refer to the appropriate Passport Network Addendum or Installation Checklist for network specific router configuration.) Programming the router in advance allows you to quickly determine whether the satellite equipment is operational. This becomes especially useful during POS conversions (ex. G-SITE to Passport). As a best practice, © 2007 Gilbarco Veeder-Root, Inc. you should install the Passport router PRIOR to performing any conversion activity. You may then contact the appropriate network to ensure that they can ping between their host and the LinkSys router. If communication is present, then you may proceed with conversion activities. If communication is not present, then the issue should be immediately investigated as proceeding with the conversion will prevent the site from performing credit or debit transactions. Install V6 or higher as “Passport” In V6 or higher, installation MUST occur under the “Passport” user account. You may verify that you are signed on as “Passport” by pressing CTRL + ALT + Delete and confirming the logon information as shown. If “PassportTech” is logged on to the server or client, sign off of XP and back on as the “Passport” user. Failure to install software under the Passport account may lead to installation errors and instances where Passport doesn’t start automatically on the client or server. This may be reported as a 'blue screen' after a restart or Watchdog reboot by the location. Ensure that the Server and Client(s) are Connected to the Passport Router With V6 or higher, the Passport Server and Clients must be connected to the Passport router for proper software installation. In the event that the router is powered up (or connected) after Windows has started on the server or the client(s), perform a restart on the machine(s) to ensure that the Windows session begins with TCP/IP connectivity. Failure to do so may prevent TCP/IP dependent services from starting and lead to errors within the installation. Reconfigure the Backup Drive It is critical that the backup drive is reconfigured on systems using V6 and higher. Failure to perform these steps will result in the incorrect partitioning and mapping of the secondary hard drive on the Server. This can result in future failures of Automated Software Upgrades or database backup and image backups. These failures lead to customer frustration and subsequent dispatches to perform the required tasks. The Passport Windows PE Recovery CD is required to perform this procedure. These procedures are detailed within MDE-4661A Passport Software Installation Manual for V6 and MDE-4710 Passport Software Installation Manual for V7. Verify Product Codes When installing a new Passport location, you should verify that the 'Network Product Code' assigned to each grade/product is correct. Failure to do so may cause declined transactions (due to grade restrictions), allow fueling during grade-restricted conditions or, in some cases, affect the fuel sales/inventory data that is transmitted to the host. In most cases, NACS fuel product codes are programmed under Setup --> Forecourt --> Forecourt Installation --> Assign Network Product Codes. The following Network Product Codes should be referenced: Regular -- 001 Plus -- 002 Super -- 003 Diesel -- 019 Kerosene -- 300 © 2007 Gilbarco Veeder-Root, Inc. Note: When installing Passport at Shell locations, NACS Product Codes should be validated against the Shell-specific host product codes for fuel. These product codes are available in the applicable Passport Network Addendum for Shell and differ from those shown above. With some Passport customers, such as ExxonMobil and ConocoPhillips, network product code assignments may not be changed from this area of the Manager's Workstation. In this event, the appropriate grade and product assignment should be verified as needed within the 'Set Up' area of 'Forecourt Installation'. A detailed list of Fuel Product Code assignments is available within TRP Bulletin #1951 - Verifying Forecourt Installation Network Product Codes. Choose an Appropriate Location for the Dispenser Hub The dispenser hub should be installed in a location that is free from radio-frequency interference. Locations that include high voltage devices (lighting relays, air compressors, refrigeration units, etc.) should not be used. The dispenser hub should also be installed with the provided ferrite bead on its LAN cabling. Failure to properly locate the dispenser hub or install the ferrite bead may compromise communication to the forecourt. Additional considerations (proper AC sources, electrical wiring, etc.) may be found within MDE3760C Passport Dispenser Hub Installation. Register Equipment and Verify Remote Access Registration should occur immediately after the installation. The registration process allows: - Gilbarco Veeder-Root to begin warranty on the site equipment. The customer to have immediate access to the 24 x 7 Support Center. This opportunity should also be used to have the Support Center verify that remote access is available. This ensures that GVR has a remote access number listed and that all devices (phone line, switch, modem, etc) are known to be in working order. If GVR cannot access the system, then this should be investigated prior to departure to ensure that the site may be supported over the long-term. “When in doubt…Ask” When questions arise, contact the Gilbarco Veeder-Root Technical Support group (1.800.743.7501) for assistance. It is safer to seek clarity on an issue than to make an assumption that may lead to additional problems further down the road. The Technical Support group may also escalate your concern to the appropriate resource to ensure that your questions or concerns are addressed appropriately. - “The Best Team Wins!” © 2007 Gilbarco Veeder-Root, Inc.