Chapter 2

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Users Manual

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2




    Pre-Installation Procedures


    Overview of the Installation Process
                This chapter provides an overview of the planning and installation
                processes. The basic steps are:
                •   Survey the site and develop an installation plan based on the
                    customer’s needs
                •   Develop SmarTalker overlays
                •   Contract the purchase of SmarTalker mounting rails and clips, and
                    schedule labor for installation, or purchase SmarTalker II mounting
                    clips from NCR and schedule contract labor for clip installation
                •   Install the DecisioNet hardware and DecisioNet software
                •   Install the SmarTalker tags
                •   Validate the quality of installation

                Note: This chapter provides an overview and does not contain every
                detailed step for every installation. An NCR representative will work
                with each customer to address every detail of a particular installation.


2-2   Pre-Installation Procedures




Phase 1: Survey Site and Plan the Installation
                           Once the customer has requested installation services, a number of
                           activities are required. These activities consist of gathering, recording,
                           and preparing information for presentation to the customers and the
                           DecisioNet support team. The information gathered is used to
                           formulate a strategy and identify the steps necessary to create a proper
                           environment for operation of the DecisioNet System.
                           Phase 1 consists of the following tasks:
                           •        Meet with the customer to determine requirements
                           •        Survey the site
                           •        Develop Software Integration plan (pilot only)
                           •        Determine overlay design (Refer to the next section, “Phase 2: Scan
                                    the Site and Develop SmarTalker Overlays.”)
                           •        Determine a Hardware Installation Plan. (This includes CBSs,
                                    cabling, SmarTalkers, rails and clips, and all other related
                                    hardware components.)
                           •        Establish an Installation Schedule
                           •        Prepare a site installation plan
                           •        Confirm the schedule with Manufacturing
                           •        Review the plan with the customer
                           Note: For more information on Phase 1 tasks, see your NCR
                           representative and reference the DecisioNet System Implementation
                           Guide (497-0002329). For more information on site certification, see
                           your NCR representative and reference the following documents:

                                    •   B005-0000-1138: DecisioNet Support Tools Reference Guide
                                        (document)
                                    •   G370-1182-0000: EPL Implementation Package for Windows 95/NT
                                        (disk media containing the EPL RF Certification Package)


                                                                 Pre-Installation Procedures   2-3



                  •   497-0410343: Certification/Re-certification Site Survey Procedure
                      (to document site configuration for support purposes)

Phase 2: Scan the Site and Develop SmarTalker Overlays
              During the pre-installation phase, NCR works with the customer to
              design the paper overlays to be applied to the SmarTalker tags.
              Customers determine what details (such as UPC numbers, bar codes,
              re-order numbers, and product names) are to be printed on the
              overlays. After scanning the customer’s existing price labels, NCR
              provides the overlay supplier with a file containing:
              •   A list of PLU item numbers to be managed by the DecisioNet
                  System in each store.
              •   Product “location in the store” information. This position
                  information is used to sequence the SmarTalker tags for
                  installation.
              •   Overlay print data information.
              •   The supplier prints overlays that meet customer specifications and
                  applies an overlay to each tag. For more information, refer to
                  Chapter 9, “Loading the Pre-EPL File.”


2-4   Pre-Installation Procedures




Phase 3: Contract the Purchase of SmarTalker Mounting
Devices and Schedule Labor for Installation
                           Mounting rails are not part of the NCR-delivered system, but during
                           the pre-installation phase, customers are referred to a SmarTalker rail
                           supplier to begin the rail purchase process. Clips for SmarTalker II tags
                           are purchased from NCR, but they are installed by an outside
                           contractor. Keep these important points in mind:
                           •        Consult the site survey developed during Phase 1 to determine
                                    what type and quantity of mounting materials are needed.
                           •        When choosing or recommending types of mounting materials for
                                    a specific site, note that the primary considerations for customer
                                    satisfaction are security, durability, and ease of maintenance.
                           For more information, refer to Chapter 10, “SmarTalker and Rail
                           Installation” or Chapter 11, “SmarTalker II and Rail Installation.”


                                                                  Pre-Installation Procedures   2-5




Phase 4: Install the DecisioNet Software and Hardware
Infrastructure
              The tasks in Phases 4 and 5 are often occurring in parallel but certain
              infrastructure tasks must be completed before the SmarTalker tags can
              be installed at a site. Phase 4 consists of the following tasks:
              •   Install the CBS infrastructure (Refer to Chapter 4, “Installing the
                  Hardware Infrastructure.”)
                  •   Install Electrical outlets for CBS power supplies
                  •   Install the CBS power cable to CBS(s)
                  •   Install the communication cable from the EPL controller to the
                      RS-232/RS-422 Converter
                  •   Install the CBS(s) and their antennas in the ceiling
                  •   Install communication cables from the converter to first CBS
                      and from CBS to CBS
              •   Load DecisioNet software (Refer to Chapter 5, “DecisioNet
                  Software on a Windows NT System,” Chapter 6, “DecisioNet
                  Software on an NCR UNIX System,” or Chapter 7,“DecisioNet
                  Software on an SCO UNIX System.”)
              •   Use the EPL Administration application Base Hardware
                  Configuration screen to define the hardware CBS, power supply
                  and receive antenna configuration. (Refer to Chapter 8,
                  “Configuring the DecisioNet System Environment.”)
              •   Test the CBS and RF infrastructure (Refer to Chapter 12, “Testing
                  the System.”)
              •   Accomplish site certification. For more information on this
                  procedure, see an NCR representative and reference the
                  Certification/Re-certification Site Survey Procedure (497-0410343).


2-6   Pre-Installation Procedures




Phase 5: Install the SmarTalker Tags
                           Although physical placement of the SmarTalker tags is one of the last
                           tasks to be completed, preparation is occurring in parallel with Phase 4
                           of the installation. The SmarTalker installation consists of the
                           following tasks:
                           •        Develop a pre-EPL file in cooperation with the overlay supplier
                                    (Refer to “Phase 2: Scan the Site and Develop SmarTalker
                                    Overlays” in this chapter, and Chapter 10, “SmarTalker and Rail
                                    Installation” or Chapter 11, “SmarTalker II and Rail Installation.”)
                           •        Install the SmarTalker rails and clips according to instructions
                                    provided by the manufacturer.
                           •        Install the SmarTalker tags (Refer to Chapter 10, “SmarTalker and
                                    Rail Installation” or Chapter 11, “SmarTalker II and Rail
                                    Installation.”)
                           •        Load the pre-EPL file and initialize the SmarTalker tags (Refer to
                                    Chapter 9, “Loading the Pre-EPL File.”)


Phase 6: Validate Quality of the Installation
                           The final phase of the installation process is to ensure the quality of the
                           installation. Refer to Chapter 12, “Testing the System.”


                                                            Pre-Installation Procedures   2-7




Example List of Install Tasks
            The install process can be broken into distinct functions, but the
            execution of these tasks must be carefully choreographed. The
            following list gives an example of typical tasks. This manual explains
            procedures involving software and hardware installation and testing.
            For detailed information on tasks involving project planning, such as
            site surveys, see your NCR representative and reference the DecisioNet
            System Implementation Guide (497-0002329).
            •   Site requirements review meeting
            •   Survey the site to determine store square footage, types of shelving
                in existence, types of POS applications used, number of PLU items,
                etc.
            •   POS integration (1st site only)
            •   DecisioNet software configuration and customization (1st site only)
            •   Overlay print engine integration (1st site only)
            •   In aisle Radio Frequency (RF) handheld integration (1st site only)
            •   Coordinate contractor labor
            •   Planning meeting and overlay layout
            •   Scanning equipment arrives at site
            •   Scan product for EPL data
            •   Process scan data and send to overlay supplier
            •   Load EPL Software Base
            •   Electrical/data cable routing
            •   Install RS-422 adapter
            •   CBS and antenna mounting


2-8   Pre-Installation Procedures



                           •        Test RF components and certify the site. For more information on
                                    site certification, contact your NCR representative and reference
                                    the following documents:
                                    • B005-0000-1138: DecisioNet Support Tools Reference Guide
                                        (document)
                                    •   G370-1182-0000: EPL Implementation Package for Windows 95/NT
                                        (disk media containing the EPL RF Certification Package)
                                    •   497-0410343: Certification/Re-certification Site Survey Procedure
                                        (to document site configuration for support purposes)
                           •        SmarTalker tags, pre-EPL file from overlay supplier, and
                                    SmarTalker rails and clips arrive at site
                           •        Load pre-EPL table to initialize the SmarTalker tags
                           •        Install SmarTalker rails and clips
                           •        Install SmarTalker tags
                           •        Quality control meeting
                           •        Post install training



Document Created: 2001-06-11 10:54:41
Document Modified: 2001-06-11 10:54:41

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