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Aloha POS v15.1 Deep Dive - NCR

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Page 1: Aloha POS v15.1 Deep Dive - NCR
Page 2: Aloha POS v15.1 Deep Dive - NCR

Aloha POS v15.1 Deep Dive

Page 3: Aloha POS v15.1 Deep Dive - NCR

Aloha 15.1:What the Changes Mean to You?

Page 4: Aloha POS v15.1 Deep Dive - NCR

PCI 2.0 vs. 3.1 &Aloha Versions

PCI 2.0 PCI 3.1WHO: Existing customers who use EDC may continue to rollout Aloha versions 12.x, 14.x.

NOTE: audits will be against PCI 3.1 standards so customers should have a plan in place to get PCI 3.1 compliant.

WHAT: POS v12.3-14.2 + EDC with compensating controls (any necessary adjustments they need to implement for a secure environment. This varies by customer.

WHO: New NCR customers must be implement a PCI 3.1 compliant solution.

WHAT: POS v12.3 or higher + Connected PaymentsNOTE: considerations to ensure all products handling payments are upgraded to minimum versions that support CP (e.g. POS, ATO, AO, etc).15.1 Solution with EDC

*Aloha POS v 6.7 will EOL after 31AUG2017 and thus is not referenced as a go-to solution.

Page 5: Aloha POS v15.1 Deep Dive - NCR

What is Least Privilege?• PCI 3.1 requires that services

associated with standard user accounts must run with the fewest permissions required(e.g. “least privilege”)

• Promotes security and protects data and functionality from malicious behavior

• Uses RAL to manage user privileges on the terminals and requires authenticated logons

Page 6: Aloha POS v15.1 Deep Dive - NCR

Why is RAL Now Required with the 15.1 Solution?

• In 15.1 the system now runs normally using a standard account (“terminal account”) with limited permissions

• The system starts the RALAdminHelper service to grant elevated privileges to authorized services when needed.

• When the system no longer requires elevated privileges, the system stops the RALAdminHelper service and restores least privilege permissions.

• RAL is required with the Aloha v15.1 Suite.

• RAL creates user accounts for each Aloha service, each FOH terminal with randomized passwords that rotates automatically.

Page 7: Aloha POS v15.1 Deep Dive - NCR

7

PCI-DSS Requirements and RAL Changes

HOW RAL CHANGED TO MEET PCI 3.1 REQUIREMENTS

RAL is no longer optional it’s required with POS version 15.1 and later

RAL adds a RALAdminHelper service

Replaces traditional User01/Aloha users for terminal logins and replaces them with per terminal user

Terminals can be joined to a Domain for internal support purposes

RAL assigns its own user for CTLSVR and AlohaAlertEngine services Standard User permissions apply

Login user assigned to run FOH will use RAL’s assigned userCannot log in as a Domain user for FOH to run

Accounts running services must log into RAL via BOH to save changes

Page 8: Aloha POS v15.1 Deep Dive - NCR

What Do You Mean the Bootdrv Isn’t Shared?

• Bootdrv share no longer needed to sync files between the FOH and BOH

• Exceptions to change are:

• On FOH the parent directory of %LOCALDIR% is shared as Bootdrv only with EDCSvrUser to support recovery from spooldown mode

• On BOH, RAL creates a temporary Bootdrv shares for RALUpgradeUserto support return to service terminals, that may be running older versions of RAL, to connect to the BOH to obtain a username/password

Page 9: Aloha POS v15.1 Deep Dive - NCR

Aloha 15.1: Prerequisites

Page 10: Aloha POS v15.1 Deep Dive - NCR

10

Overview of 15.1 Solution Prerequisites

• Migration to Aloha Suite Installer

• Remote Auto Loader (RAL) Now Required

• 15.1 Solution Pre-Upgrade Checklist

• Front of House Hardware Requirements & Software Prerequisites

• Back of House Hardware Requirements & Software Prerequisites

• Supported Operating Systems

• Updated Network Configuration Requirements

• Aloha Product Prerequisites

Page 11: Aloha POS v15.1 Deep Dive - NCR

11

15.1 Solution Pre-UpgradeChecklist Tasks

• To ensure a smooth transition to NCR Aloha Suite v15.1 solution, complete a thorough review of your environment prior to upgrading.

• Leveraging the 15.1 pre-upgrade checklist provides a clear outline of pre-upgrade tasks to help ensure your success.

Page 12: Aloha POS v15.1 Deep Dive - NCR

FOH Hardware Requirements & Software Prerequisites

Component Core Core+ 1 Additional App

Processor 1.3 GHz 1.6+ GHz

Storage4 GB (WES & POSReady 2009)16 GB ( POSReady 7)

4 GB (WES & POSReady 2009)16 GB ( POSReady 7)

Memory (RAM) 2 GB 3 GB

Network Interface 10/100/1000 10/100/1000

Software Core Core+ 1 Additional App

.NET Framework v4.5.2 (4.0 on XP-based OS) v4.5.2 (4.0 on XP-based OS)

C++ Redistributable

2012 Update 4 (v11.0.61030) 2012 Update 4 (v11.0.61030)

Page 13: Aloha POS v15.1 Deep Dive - NCR

BOH Hardware Requirements & Software Prerequisites

*Although Microsoft Visual C++ Redistributable 2012 Update 4 is listed as the minimum version, this does not necessarily indicate that the earlier versions 2005 and 2008 C++ redistributables are no longer needed.

Component Minimum Recommended Recommended PLUS*

Processor1.8 GHz Multi Core

3.0 GHz Multi Core 3.0 GHz Multi core

Storage 80 GB 160 GB 160 GB

Memory (RAM) 4 GB 4 GB 8GB

Network Interface Required Required Required

Software Minimum Version

.NET Framework .NET 4.5.2

C++ Redistributable

2012 Update 4 (v11.0.61030)

Page 14: Aloha POS v15.1 Deep Dive - NCR

Supported Operating Systems

FOH Core Core+ 1 Additional App

OS

Windows Embedded Standard Windows Embed POSReady 2009Windows Embed POSReady 7Windows 10

Windows Embedded Standard Windows Embed POSReady 2009Windows Embed POSReady 7Windows 10

BOH Minimum Recommended Recommended PLUS*

OSWindows Svr 2008 R2 Windows 7 Pro

Windows Svr 2012 R2 StdWindows 10 Professional

Windows Svr 2012 R2 StdWindows 10 Professional

Page 15: Aloha POS v15.1 Deep Dive - NCR

Updated Network Configuration Requirements

• Updates to Windows, Hardware, and Network firewalls should be applied and tested prior to upgrading your solution

• Antivirus software and whitelisting applicationsshould also be updated accordingly.

• It is recommended to open the required ports in Windows Firewall, even if disabled by default.

Page 16: Aloha POS v15.1 Deep Dive - NCR

15.1 Solution Product Upgrade Prerequisites

Page 17: Aloha POS v15.1 Deep Dive - NCR

Aloha 15.1: Solution Upgrade Process

Page 18: Aloha POS v15.1 Deep Dive - NCR

Aloha Suite Installer INTRO

Page 19: Aloha POS v15.1 Deep Dive - NCR

Introduction to the Aloha

Suite Installer

• The new installer protects Cardholder Data by complying with the PCI 3.1 Security Standards

• This new installation process also accommodates *PA-DSS Requirement 3.4

• Aloha Suite Installer is used to download and install POS Aloha 15.1 as this release is PCI 3.1/PA-DSS 3.4 compliant

• Uses RAL for installing Front of House products on terminals

• Examines prerequisites and products and

• Prevents the selection and installing of incompatible versions

• Streamlines Product Installation

Page 20: Aloha POS v15.1 Deep Dive - NCR

Benefits of the Aloha

Suite Installer

• Generates multi-product installation packages and links for use with CMC Deploy

• Installs will now validate and/or installs on the BOH required prerequisites prior to, or as a part of, the solution upgrade process

• Application version compatibility logic now built into the Aloha Suite Installer

• Required applications automatically populate with the recommended versions

• Optional applications selected will display the recommended / compatible versions

Page 21: Aloha POS v15.1 Deep Dive - NCR

Benefits of the Aloha

Suite Installer

(continued)

• Improved reporting details on failed installs and prerequisites validation

• CMC will now display return codes with a two-digits number to represents the specific application that failed

• Installation logs are now maintained in the TMP folder and all start with “NCR_” for easy identification.

• Debout.NCR_InstallServices_YYYYMMDDHHSS.log

• Debout.NCR_InstallServices_YYYYMMDDHHSS_product.exe.log

• When installing Interactively (with UI), errors are displayed in plain English for understandability rather than numerically.

Page 22: Aloha POS v15.1 Deep Dive - NCR

Suite Installer packages

Page 23: Aloha POS v15.1 Deep Dive - NCR

Aloha Suite Installer

Packages

Page 24: Aloha POS v15.1 Deep Dive - NCR

Aloha Suite Installer - Active Validation

• Aloha Update prevents selecting incompatible product versions

• Product versions appear available based on prior selections

• EDC version will always be > POS version

Page 25: Aloha POS v15.1 Deep Dive - NCR

Aloha Suite Installer – Passive Validation

Dependencies that appear in red are a reminder that these versions are necessary for the product

Page 26: Aloha POS v15.1 Deep Dive - NCR

What Does the Aloha Suite Installer Launch?

• After downloading an installer package, a folder is created

• Package must be selected to create a folder with contents

• Launches Setup.exe automatically

Page 27: Aloha POS v15.1 Deep Dive - NCR

What Does the Aloha

Suite Installer Launch?

• Setup.exe checks for Prerequisites

• Evaluates environment variables

• Shows the EULA for acceptance

• Shows the installation type

• Determines service users

• Examines Aloha.ini

• Checks the RAL manifest for products to install

Page 28: Aloha POS v15.1 Deep Dive - NCR

Aloha Suite Installer Launch Process

(continued)

• Installs needed prerequisites

• Stops all NCR Aloha services

• Installs products in order

• POS, EDC, RAL, ATG, AK, ATO, OP, FPS

• Waits for ‘exit’ for all installers

• Copies New Data folder to Data

• Restarts Services

• View Process report for results

Page 29: Aloha POS v15.1 Deep Dive - NCR

Aloha suite installer

intro

Page 30: Aloha POS v15.1 Deep Dive - NCR

Aloha Suite Installer Return Codes

What are Return Codes?

A return code is the exit status of a process, and it may include any of the broad categories for error reporting.

How Are Return Codes Used?

We use return codes to help determine if an installation was successful or unsuccessful for our team.

These codes are often associated to a generic message, especially in the case of any unforeseen errors that may have occurred during installation.

A return code for a successful installation is shown as the numerical value of: 0

Page 31: Aloha POS v15.1 Deep Dive - NCR

Aloha Suite Installer Return Codes

(continued)

Conversely, a return code for an unsuccessful installation lead to an error message that is generated and added to the logs.

To help find a resolution for any error-based return codes, we also apply a product code. This two-digit product code is appended to the end of the return code, so that we can better diagnose the error instance.

Example: Return Code (1406) + Product Code (2)

Error message result: 14062

Explanation: “Could not write value [2] to key [3]. System error [4]” on “POS”.

The product code links to multiple services we offer in our Aloha Suite.

Page 32: Aloha POS v15.1 Deep Dive - NCR

Upgrade with Aloha

suite installer

Page 33: Aloha POS v15.1 Deep Dive - NCR

Aloha Suite Installer Package Link

• Copy link if you want to download later

• Link expires in 30 days

• Maximum size with all products 240MB

Page 34: Aloha POS v15.1 Deep Dive - NCR

Troubleshooting

Page 35: Aloha POS v15.1 Deep Dive - NCR

Trouble -shooting

• ATG 17.x and higher no longer creates an ATG folder on the FOH terminal; you will also no longer see ATG running as a service or process on the FOH

• Aloha Loyalty customer’s should migrate from AlohaLoyalty Providers configuration to the new AlohaEnterpriseLoyalty configuration

Page 36: Aloha POS v15.1 Deep Dive - NCR

38

How to Access the FOH as an

Administrator in 15.1

• Leverage RAL to set credentials for the built-in Admin account

• Launch RAL on the BOH, then select BOH Config

• Within the ‘Windows User Account’ group, click Change Administrator Password for all Terminals.

• Enter the Password and Confirm

Page 37: Aloha POS v15.1 Deep Dive - NCR

How to Access the FOH as an Administrator in 15.1

• Use CMC and VNC to Switch to an Administrator Account on the terminal

• Use the same method once you’ve finished your administrative tasks to disable the user

Page 38: Aloha POS v15.1 Deep Dive - NCR

NCR Synergy 2017: Confidential

Aloha 15.1: Best Practices

Page 39: Aloha POS v15.1 Deep Dive - NCR

Planning Is EverythingCurrent Solution Assessment

• Hardware

• Environment

• Version Mix

• New Features

• Migration Planning

Phased Upgrade Approach

• Phase 1 – CFC, CMC, NBO, ASV, Insight

• Phase 2 - Store-side Products, Loyalty

Environment Preparation

• Hardware Refresh

• Pre-upgrade Checklist

• HASP Key Updates

• Software Prereqs

• New Feature Selection

New Site Deployments

• Hardware Image Updates

• Update Staging Processes

• Leverage New Hardware Options (Recovery Partition)

Page 40: Aloha POS v15.1 Deep Dive - NCR

• Pre-Upgrade Checklists (NCRU)

• Diagnostic Utility (Aloha Update)

• Image Builder (Aloha Update) – Automated Image Creation & Staging Application

• Aloha Suite Installer

• Training Classes

• Documentation Posted on NCRU

Self Help Tools & Utilities

Available to All Partners

Page 41: Aloha POS v15.1 Deep Dive - NCR

Self Help Tools & Utilities

Pre-Upgrade Checklist• Available on NCRU for download

• To ensure a smooth transition to NCR Aloha Suite v12.3 and higher, pre-upgrade checklists are available to guide users through a thorough review of the environment prior to the upgrade.

• The pre-upgrade checklists provide a clear outline of pre-upgrade tasks to help ensure customer’s success

Page 42: Aloha POS v15.1 Deep Dive - NCR

Self Help Tools & UtilitiesDiagnostic Utility

• Available on Aloha Update• Use the Diagnostic Utility to

discover and validate system information against pre-defined rules to diagnose discrepancies or errors in your system environment

• Assists in troubleshooting issues in the field without the need for customer intervention.

• Outputs information to an easy to read log file

Page 43: Aloha POS v15.1 Deep Dive - NCR

Self Help Tools & UtilitiesImage Builder/Staging App

• Available on Aloha Update for download

• Image Builder (IB) application can be leveraged to fully configure the proper environment for an Aloha Suite BOH machine

• IB simplifies the lengthy process of building a base image into a few minutes

• Can be used to automate staging a machine to a specific site or validate the configuration of one

Page 44: Aloha POS v15.1 Deep Dive - NCR

Self Help Tools & Utilities

Aloha Suite Installer

• Generates multi-product install packages deployable via link

• Built-in prerequisite and required applications validation

• Aloha BOH prereqs are now installed as part of this install process

• Application version compatibility logic built into the Suite Installer

• Req. applications auto-populate with the recommended ver.

Page 45: Aloha POS v15.1 Deep Dive - NCR

Self Help Tools & UtilitiesAloha Suite Installer (continued)

• Optional applications selected will display compatible ver.

• Improved reporting details on prereqs & installs validation

• CMC will now display return codes with a two-digits number to represents the specific application that failed

• When installing Interactively (with UI), errors are displayed in plain English rather than numerically

Page 46: Aloha POS v15.1 Deep Dive - NCR

Self Help Tools & Utilities

Online Training Classes• Available since March,

2017

• Look for Dates/Times in eWeekly

• New recordings on NCRU

Page 47: Aloha POS v15.1 Deep Dive - NCR

Self Help Tools & Utilities

Documentation Posted on NCRU• Reference Guides

• Enhancements Guide

• Installation Guide

• Pre-Upgrade Checklist

• and more…

Page 48: Aloha POS v15.1 Deep Dive - NCR

In summary…

• 15.1 gives you a great story to help your customers navigate compliance and PCI

• A big change to the architecture of how Aloha works

• A version that has never had so much testing before it reaches you

• Our most stable Aloha POS version in our history, driving down your cost of support

• A toolkit of checklists, documentation and best practices to make you successful

Page 49: Aloha POS v15.1 Deep Dive - NCR

Event AppProvide feedback and participate – gain rewards

Sessions: Check into each session

Take Survey

Get Points

Code: E064

Page 50: Aloha POS v15.1 Deep Dive - NCR

What’s next?

Summary

Page 51: Aloha POS v15.1 Deep Dive - NCR

Thank You!Questions?


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