Surface Pro Register Install - Surface Dock and Stand Setup

NOTE: Please schedule a time with a member of the IT department to install the Surface Pro register. The location will have to be closed. This process will require a member of the IT Department to setup the new register's database, HQ Client connection, the Credit Card device, etc. 

Installing the Surface Pro register requires replacing the current register computer with three pieces of equipment:

1. Surface Pro tablet
2. Microsoft Surface Dock 2
3. EZ-POS Universal Enclosure and Stand

Prerequisites

Before we install the Surface Pro, there are some steps we need to take on the current register. 

1. The daily sales for the Register need to be closed out.
2. Headquarters Client needs to poll.
3. The RMS database MUST be backed up onto the external Backup drive. 

Setting up the new Register

The Surface Pro will make connections to power, internet, and the peripheral devices used via the docking station.

1. Remove the previous computer from the setup, in its place setup the new stand and tablet enclosure
2. Position the Microsoft Surface Dock 2 on the back of the new stand, plug in its power cord.
3. Using the key that came with the stand, open the top of the stands enclosure and slide the Surface Pro tablet into the stand. 
4. Connect the Microsoft Surface Dock 2 to the Surface Pro via the charging port. 
5. Connect the ethernet cord from your Cradlepoint/Router/Modem to the back of the dock for internet access. You can also connect the Surface Pro to Wifi for internet access. (Internet access is required early in the process so that the IT Rep can remote in to configure the POS software and devices)
6. Insert the external backup drive into one of the docking station's USB-A ports.
7. Contact the IT Representative that you are working with once the backup drive and internet connections have been made and let them know, we should be able to remote in and begin configuring the devices.
8. Connect the other peripheral devices used for daily operations of the store*. These devices may include: 

• Ingenico Credit Card device
• Barcode Scanner (Honeywell or Taotronics)
• Cash Drawer and Receipt Printer
• Mouse and Keyboard
• Label Printer
• Printer
• Inventory Scanner

*If these devices were connected to the previous register via USB hub, simply connect the USB hub to the docking station with the peripheral devices still connected. If more USB ports are needed, IT can provide a USB hub for the setup.

Helpful Images

Microsoft Surface Dock 2 ports

EZ-POS Universal Enclosure and Stand: the images show how the stand, Surface Pro, Surface Dock 2, and USB hub should be connected, before connecting the rest of the peripheral devices.

Opening and Closing the EZ POS Universal Enclosure: the images below show, in order, how to unlock, open, then close the enclosure.

Insert the key into the top of the stand, and turn left to unlock the latch

Open the top of the enclosure, to insert/remove the Surface Pro tablet

When you are ready to close the enclosure, swing the latch back into the position, and push the button down. The key is only needed to unlock the enclosure, remove the key from the lock and push the button down to lock the enclosure in place. 

Final Step

Once all of the devices have been connected to the Surface Pro dock, and the database and other programs have been properly configured, the IT Representative will test these devices with you to ensure that everything is functioning properly. After the devices have been successfully tested, the register is ready for use and the store can open!