--------------------------------------------------------- Microsoft Dynamics(R) Retail Management System (RMS) 2.0 Cumulative Update 5 Readme File November 2013 (c) 2013 Microsoft Corporation. All rights reserved. --------------------------------------------------------- This file provides information that supplements the product documentation. Contents ------------------------ 1. INTRODUCTION 2. BEFORE YOU INSTALL 3. INSTALL THE CUMULATIVE UPDATE 4. VERIFY THE INSTALLATION 5. UPDATED HELP FILES 6. WHAT'S NEW IN CUMULATIVE UPDATE 5 6.1 NEW FEATURES 6.2 CHANGED FUNCTIONALITY 6.3 OTHER FIXES 1. INTRODUCTION ------------------------ This document describes how to install Cumulative Update 5 (CU5) for Microsoft Dynamics Retail Management System (RMS) 2.0. Why "Cumulative Update 5"? Microsoft Dynamics is standardizing the naming of all service updates to “Cumulative Update.” To be consistent with the rest of Microsoft Dynamics, this update for Microsoft Dynamics RMS 2.0 is Cumulative Update 5 rather than Service Pack 5. This name is also more descriptive as the update is truly cumulative: it can be installed directly over RTM (or any subsequent release) and includes all changes made since the original release. Install the cumulative update on each computer that has any of the following programs installed: Microsoft Dynamics RMS Store Operations Administrator Microsoft Dynamics RMS Store Operations Manager Microsoft Dynamics RMS Store Operations POS Microsoft Dynamics RMS Headquarters Administrator Microsoft Dynamics RMS Headquarters Client Microsoft Dynamics RMS Headquarters Manager Microsoft Dynamics RMS Headquarters Server Microsoft Dynamics RMS Voucher Client Microsoft Dynamics RMS Voucher Server 2. BEFORE YOU INSTALL ------------------------ IMPORTANT Before you install this cumulative update: - You must have installed Microsoft Dynamics RMS 2.0. - Make backups of the Headquarters and store databases. - Take all registers out of terminal offline mode so that the offline transactions can be synchronized to the store database. - Run Z-reports to close all batches, and then shut down all registers except the database computer and one manager station. - Settle all electronic draft capture (EDC) transactions. - Post closed batch to your accounting program. - Make backups of any customized reports, labels, receipt template, and PO formats. Note: - The database will be modified during the upgrade and cannot be reverted. - After upgrading, you must re-create all offline databases. Also, in Store Operations Manager, you must reconfigure receipt formats by reselecting their templates. Store Operations In a single-store environment where Store Operations is in use on one or more computers, install this cumulative update on all computers. Install the cumulative update when no activity will occur in Store Operations POS or in Store Operations Manager, such as when the store is closed. Make sure that the cumulative update is installed on all computers before you use Store Operations POS or Store Operations Manager. Environments that are only partially updated have not been tested and are not supported. Headquarters If you use Headquarters in multiple stores, install this cumulative update on all computers in all stores. Install the cumulative update when no activity will occur at the stores. Make sure that the cumulative update is installed on all computers that are running either Store Operations or Headquarters before you use any Microsoft Dynamics RMS program. Environments that are only partially updated have not been tested and are not supported. We recommend that you stop communications between Headquarters Client and Headquarters Server before you install this cumulative update. To do this, follow these steps at each store on the computer where Headquarters Client is installed: To stop Headquarters communications 1. At the store, start Headquarters Client. 2. On the File menu, click Configuration. 3. Click the Schedule tab, and then select the Manual Connection Only check box. 4. Click OK. After you install this cumulative update at all stores and at the head office, you can resume regular data uploads. 3. INSTALL THE CUMULATIVE UPDATE ------------------------ To install the cumulative update 1. Download the cumulative update by clicking the Retail2.0-KB2887502.exe link on the PartnerSource or CustomerSource page where you found this readme file, and then save the file to your hard disk. 2. Close all Microsoft Dynamics RMS programs, including Headquarters Client and Headquarters Server (stop the server and then exit). 3. In the folder where you saved Retail2.0-KB2887502.exe, right-click the file, click Run as administrator, and then provide administrator credentials as prompted. Note: On a Windows XP computer, double-click the file. 4. Follow the installation instructions on your screen. IMPORTANT: Regardless of which release of Microsoft SQL Server you are using, you must install the Microsoft SQL Server 2012 programs that are included in the cumulative update installer. If you do not install these programs, Microsoft Dynamics RMS will not work properly. 5. After applying the cumulative update to a database computer, open Store Operations Administrator or Headquarters Administrator, connect to the database by clicking Connect on the File menu, and then upgrade the database by clicking Upgrade on the Database menu. You must upgrade all databases (Headquarters and store) prior to using any Microsoft Dynamics RMS program. 4. VERIFY THE INSTALLATION ------------------------ To verify that the cumulative update is installed, open any Microsoft Dynamics RMS Store Operations or Headquarters program, click Help on the Help menu, and then click About. If the version number that is listed is 2.0.2000, the cumulative update is installed. 5. UPDATED HELP FILES ------------------------ The updated Help files for CU5 are not installed by default. Instead, you can download these individually from the PartnerSource or CustomerSource site where you downloaded this readme file and CU5. Copy them into the appropriate Headquarters or Store Operations installation folders, overwriting the files that are already there. You may need to have administrator credentials in order to complete this step. These files should be copied to the Store Operations installation folder: - Store Operations Administrator Online Help.chm - Store Operations.chm - msrmspaymentconnector.chm This file should be copied to the Headquarters installation folder: - Headquarters Online Help.chm Note: The Help button in the Dynamics Payment Connector dialog box (accessed from the EDC tab in the Configuration dialog box in Store Operations Administrator) does not open the Help file unless you have downloaded the msrmspaymentconnector.chm Help file as described above. 6. WHAT'S NEW IN CUMULATIVE UPDATE 5 ------------------------ This cumulative update includes the following improvements. 6.1 NEW FEATURES - Integration with Microsoft Dynamics Online Payment Services. This integration provides up-to-date access to Microsoft Dynamics Online services and, through the Payment Services software development kit, provides new customization options for partners and payment processors who want additional payment options. Note: The previous Microsoft Dynamics Online integration (sometimes referred to as "version 1") no longer appears as an option on the EDC tab of the Configuration dialog box in Store Operations Administrator. If you have been using that option, your settings will be preserved in the registry and you can continue to do so. However, we strongly encourage you to move to the latest integration, which has been validated against the latest version of the PCI Payment Card Industry Data Security Standard. For more information about how to update your system, see "Integrating EDC software" in Store Operations Administrator Online Help. - In support of current industry standards, Store Operations now sends reversals instead of refunds for voids of debit purchase and return transactions and for transactions that time out. - Store Operations now rejects payment processing connections that do not use strong ciphers (128 bits or higher). Note: - This change was implemented as part of our validation against version 2.0 of the Payment Card Industry (PCI) Payment Application Data Security Standard and our effort to keep Microsoft Dynamics RMS PCI compliant. - Changes to your environment might be necessary to maintain PCI compliance in your organization. For more information, see the most up-to-date PCI Data Security Standard for merchants and see the latest version of the Microsoft Dynamics RMS Implementation Guide for PCI Compliance, available here: http://go.microsoft.com/fwlink/?LinkID=111473 6.2 CHANGED FUNCTIONALITY - The -q switch previously introduced for suppression of warning messages in Headquarters Client has been added to Headquarters Server, Voucher Server, and Voucher Client. To suppress warning messages for these programs, change the shortcut for the program so that it looks something like this (with the path adjusted for your system and with the correct executable name): "C:\Program Files (x86)\Microsoft Retail Management System\Headquarters\HQServer -q" - The following obsolete payment options have been removed from the EDC tab of the Configuration dialog box in Store Operations Administrator. - PC-Charge - ICVerify - Atomic Authorizer - WinTI / European EFT Note: These integrations have not been PCI validated and are no longer supported by Microsoft. Customers who wish to continue using these options can do so by explicitly setting the registry key for these integrations to True. The registry key is HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Retail Management System\Store Operations\POSUser\EDC\. - The behavior of Worksheet 251 "Update Inventory – Item Prices" has been updated. The "Cost" and "Profit Margin" columns have been made read only to prevent costs set by the store manager from being inadvertently overwritten. - Original PO number added to the PO receipt at Headquarters Manager and Store Manager - The item list in both Store Operations Manager and Headquarters Manager opens with active items shown by default. As before, if you make another selection in the list, this selection is preserved through the session. 6.3 OTHER FIXES In addition to all hotfixes released since Feature Pack 2, this cumulative update includes fixes for the following issues: - You receive the following error message when you process debit transactions: "Connection error: Authorization response contained NAK or ENQ. Please try again. None = 0, Source = " - You receive an error when you settle credit or debit transactions that were voided in terminal offline mode. - When you export a new store database from Headquarters with Microsoft SQL Server 2012, the centrally maintained data is not populated and the store ID is incorrect. - You receive the following run-time error when you try to approve a Style 251 worksheet that is missing a date field: "Run-time error '-2147217887 (80040e21)': Multiple-step operation generated errors. Check each status value." - Incorrect opening amounts are shown in the Inventory Valuation report. - Deadlock issues can occur when you tender transactions or work on purchase orders on multiple registers, or when you run reports on one machine while transactions are being processed on other registers. - The Help button in the Top Cashier report in Headquarters does not work. - Matrix item component costs are not updated when new matrix items are created.