Wednesday, December 19, 2018
How To: Enable Offline Mode for Microsoft RMS
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INTRODUCTION

This article discusses how to use the Terminal Offline Mode feature of Microsoft Retail Management System (RMS) Store Operations.

MORE INFORMATION

You can use the Terminal Offline Mode feature that is included with Store Operations to continue transactions if you lose the network connection to the database. You can use this feature when a workstation is taken off site, such as to a trade show or to a remote location.

Note The offline database is not intended to be used as the primary database. It is a good idea to maintain the primary database on a networked computer for daily use. When you use Terminal Offline Mode, you can only ring sales of existing items. You cannot add items, create customers, run the Z report, or perform other tasks. Each register that you want to use Terminal Offline Mode must run the Microsoft Data Engine (MSDE) or Microsoft SQL Server locally at all times.

To use Terminal Offline Mode, follow these steps:
1. Make sure that MSDE is installed on the local workstation. Look for a Microsoft SQL Server folder in the Program Files folder. If MSDE is not installed on the local workstation, you can install it from the RMS Store Operations Installation CD. To do so, double-click the InstallMSDE.bat file in the MSDE_PKG folder on the CD.
2. From Store Operations Administrator, connect to the server on the local computer. To do so, click File, and then click Connect.
3. In the Server box, type or select the local computer name for the server, click Use SQL Server Authentication, type sa in theUser name box (if it does not appear there already), type the password for ‘sa’ in the Password box, click OK, and then verify that the correct server name appears in the lower left corner of the window in Administrator.
4. Create a database from the blank backup database (RMSDB.bck) in the DB Files folder for Store Operations located in the Program Files folder on the local computer. For more information about how to create a blank database, see the Online Help feature in Store Operations Administrator.
5. In Store Operations Administrator, click File, click Configuration, and then click the Database tab. Verify that the name of the networked computer is in the Server name box, and that the primary database name appears in the Database box.
6. Click the Offline tab, and then type the information in the following boxes:
In the Server name box, type the local SQL server name (can be (local), localhost, 127.0.0.1 or the local IP address of the computer).
In the User name box, type sa.
In the Password box, type the password for the local SQL server.
In the Database box, type the name of the database that you created in step 4.
7. Click OK, and then click the Close button.
8. To synchronize the primary database with the offline database, while you are connected to the primary database, run a Z Report or a ZZ Report. To do so, press F5, click Print Z Report, and then click OK.

If you do not want to synchronize the offline database right now, ring sales as you typically do, but make sure that you run the Z Report or the ZZ Report before you take the workstation off the network.
9. Close Store Operations POS, and then take the workstation off the network.
10. Start Store Operations POS. You receive a message that you are in Terminal Offline Mode. After you take the workstation off the network, the open batch that existed when the workstation was offline is automatically blind-closed.
11. Ring sales in the usual manner. In Terminal Offline Mode, you can access the items in the offline database on the local workstation that you synchronized in step 6.
12. Close Store Operations POS, and then connect the workstation to the network.
13. Start Store Operations POS. You receive a message to update the primary database with the offline database. After you synchronize the offline database with the online (primary) database, the batch that opened in Terminal Offline Mode is automatically blind-closed to keep the offline batch separate from the online batches.
14. To close the blind-closed batches (from steps 9 and 12) start Store Operations Manager, click Journal, click Update Batch Info, and then click OK. The Open and Blind Closed Batches report appears on the screen. The report shows your open and blind-closed batches.

Move your mouse pointer over the batch number. The pointer turns into a magnifying glass. Double-click the batch number to access the window where you can run a Z Report to close the batch. The primary database connection has been restored and is ready for use.

Note The reports that you run from Store Operations Manager use the receipt printers that are set up in the Register List properties. If you do not have receipt printers set up in the Register List, the default Windows printer will be used.
Every time that you start Store Operations POS, it tries to connect to the primary server or database. If it cannot connect to the primary server or database, it tries to connect to the offline database on the local workstation. 

If the network connection to the primary database is lost during a sales transaction, the workstation does not automatically change to Terminal Offline Mode. You must cancel the sale and restart Store Operations POS to use Terminal Offline Mode. You must reenter the current transaction in Terminal Offline Mode.

Terminal Offline Mode is completely set up only after you run a Z Report and synchronize the offline database for the first time. The offline database is only as current as the most recent time that a Z Report was run on the register.

Note For proper synchronization to occur, the Windows user should be one of the following:
An administrator user
A nonadministrator user who has full control permission on the following registry subkey:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Retail Management System\Store Operations
Specifically, the nonadministrator user should have full control permission on the following registry subkey:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Retail Management System\Store Operations\POSUser
This situation will allow nonadministrator users to synchronize back from RMS Terminal Offline Mode. 

To allow RMS Terminal Offline Mode to function correctly when you run POS from a nonadministrator Windows user account, follow these steps:
1. While you are logged on to Windows under an administrator account, open the registry editor. To do this, click Start, click Run, type REGEDIT, and then click OK.
2. Locate and then right-click the following registry subkey:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Retail Management System\Store Operations\POSUser
3. Click Permissions, and then click Advanced.
4. Locate or create the permissions entry or entries that apply to the nonadministrator account or accounts that will run POS in offline mode, click the entry, and then click Edit.
5. Under the Allow column for this user, click to select the Full Control checkbox.
6. In the dialog boxes, click OK to apply the settings.

TROUBLESHOOTING TIPS

In some cases you'll receive an error message stating "A problem occurred. Restart the program and try again."

90% of the time this issue can be resolved by running the following query on BOTH the server and the POS databases:

sp_configure 'show advanced options', 1
reconfigure

go

sp_configure 'Ad Hoc Distributed Queries', 1
reconfigure

go

sp_configure 'show advanced options', 0
reconfigure


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