ICL Pathway
FUJ00058331
FUJ00058331
Post Office Establishment Process Ref: IM/PRD/010
release 1c Version: 1.1
Date: 23/10/97
Document Title:
Document Type:
Abstract:
Status:
Distribution:
Author:
Comments to:
Post Office establishment process - release 1c
Process Definition
Provides the activities that are carried out on installation
of the Horizon counter equipment, in IGL and release 1b
offices to release 1c, for installation, acceptance ready
for hand over to steady state.
Issued
ICL Pathway PDA
Jim Booth, Verification Centre Andy Jones
Satish Mistry, Verification Centre Steve Grayston
Barrie Davies, ICL Pathway Barry
Evans
Bob McDermott, ICL Pathway
Paul Underwood, ICL Pathway
Eamonn Long, ICL Pathway
Barry Hancill, ICL Pathway Suppliers
Dave Howells, ICL Pathway Linda James,
Exel
Allan Prescott, ICL Pathway Les Betts,
Sorbus
Billy Herd, ICL Pathway Kevin Padfield, Sorbus
Bryan Taylor, ICL Pathway Suzanne Breen,
Sorbus
Dave Fletcher, ICL Pathway Rick Middleton,
Sorbus
Steve Hyde, ICL Pathway Don McAlester, CFM
Sue Downham, ICL Pathway Derek Miles,
CFM
Anne Collis, ICL Pathway
John Bates, ICL Pathway
Caroline Freer, ICL Pathway
Alison Twelves, ICL Pathway
John Coman, ICL Pathway
Peter Burden, ICL Pathway
Eugene Dempsey, ICL Pathway
Alan Richardson, ICL Pathway
Pam Barlow, ICL Pathway
Library
Mark Fisk
Mark Fisk
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ICL Pathway Post Office Establishment Process Ref: IM/PRD/010
release 1c Version: 1.1
Date: 23/10/97
Comments by: 10 Sept 1997
© 1997 ICL Pathway Ltd
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FUJ00058331
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ICL Pathway Post Office Establishment Process Ref: IM/PRD/010
release 1c Version: 1.1
Date: 23/10/97
0 Document control
0.1 Document history
Version Date Reason
0.1 28/5/97 Initial issue for comment
Document issued to T&l and Pathway installation team for
initial comment.
0.2 3/6/97 Document updated as a result of comments received on
initial issue.
0.3 24/7/97 Document updated to reflect comments after first workshop
0.4 13/8/97 Document updated to reflect comments after second
workshop
0.5 2/9/97 Document issued for inspection
1.0 14/10/97 Issued document for sign off
11 23/10/97 Issued document
0.2 Approval authorities
Name
Barrie Davies
Mark Fisk
Steve Grayston
Andy Jones
Position Signature Date
Implementation Manager
(ICL Pathway)
Systems Implementation
Manager (ICL Pathway)
Migration Implementation
Manager (PDA)
Horizon Implementation
(PDA)
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ICL Pathway Post Office Establishment Process Ref: IM/PRD/010
release 1c Version: 1.1
Date: 23/10/97
0.3 Associated documents
Reference Vers Date Title Source
1 IM/STR/0021 0.1 25/4/97 Implementation Strategy release MM Fisk
1c
2 IM/STR/0015 3.1 28/5/97 In office data migration for S Downham
release 1c
3 TD/DES/0019 1.0 23/5/97 Auto Configuration for release 1 E Dempsey
4 IM/PRC/006 2.0 2/6/97 Operation Aspects of the Horizon M Fisk
Field Support Officers for release
1b
TSC/GIJ/003 0.3 20/2/97 Strategy for migration to 1¢ G Jenkins
N/A IGL Counter infrastructure P Underwood
installation document
0.4 Abbreviations
CM Configuration Management
D2D Design to Distribution
HHT Hand Held Terminal ( Used by Exel to record asset details)
HSHD Horizon System Help Desk
ISDN Integrated Services Digital Network
MMI Man Machine Interface
ACF Auto Configuration File
PC Personal Computer
PDA Programme Delivery Authority
PMMC Post Master Memory card
PO Post Office
POCL Post Office Counters Ltd
0.5 Changes in this version
Document updated after comments received from the third technical
workshop and comments received from the last issue.
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ICL Pathway Post Office Establishment Process Ref: IM/PRD/010
release 1c Version: 1.1
Date: 23/10/97
0.6 Table of content
3.1 Overview of the post office establishment processe:
3.2 Role of the Horizon Field Support Officers........0.0... eects 8
4 Auto configuration 9
4.1 Autoconfiguration database... cece eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeteees 9
4.1.1 Responsibility... cece ccececcceeeceeeeseeseeececeeeeeeeeeeeeeneeeeeaeeeeeee 10
4.1.2 ACtion ON SUCCESS... ee ececeeeeceeeeeseeeseeeeeeeeeeeeeeeeeeeeeeeeteeeeeeees 10
4.1.3 Action on failure...
4.2 Configuration of the Horizon Counter System...
4.2.1 Overview of the Auto configuration proces:
5 Activities in the Outlets.
5.1 Control of the installation programme. .............:cceeeeeeeeneeeseerereeeeees 12
5.2 IGL Outlets... eee cececeeeeeecceeeescseeceeeeecececseeeseceseeseeeeeteceeseeeeeee 13
5.2.1 Spare Key POliCy...........ccccccecsesesceseseseeeeeeceeeeeeeeeecaceeecseseereeeeeees 13
5.2.2 Friday activities...
5.2.3 Pre installation activities.
5.2.4 Installation procedures.
5.4 Release 1b to 1c outlets.
5.4.1 Pre installation activities... eee eeceeeeeeeeeeeeeeees 27
5.4.2 Installation procedures................:cecceceecesceseeeeeeeeeeeeseeseeseeeseeeeeees 29
6 Peripheral Tests.............ccccceceecceeeececeeceeeeeeeeeeeeeceeeeceecsecaeeeeeecessuteeeeseeeenees 39
6.1 Counter printer... eee eceeeceeeceeececeeeeeeeseeeeeeeeeeseeseseneneeseseceneeeees 39
6.2 Office Printer... .cececeececeseeceseseescececseseseeeeecsceceeeeeeeecacececeeseceteceeeeeees 39
6.2.1 Inkjet Printer...
6.2.2 Laser printer.
6.3 Base Unit.
6.4 Equipment delivery form. .............:cccecceseeccseeseeseeesceeeeeeseeseeeeeeseeseeeees 40
6.5 Action ON SUCCESS. ...........cececeeeseceeeseeeeseseseeeeesesseteseereesiceseeneeteseees 40
6.6 Action on failure... cece eseeeececeeseeeeeeeceseeeeeeeeeneseteeeeeeeeeeeess 41
7 Acceptance tests... ee ecceccccesceceecesceseeeeseescsecseeseseesecsececeseseeseeeeeeeeseeeesees 42
7.1 Purpose of acceptance tests... cece cece ee cece tee e eee eeeeeeeseteteeeeee 42
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Date: 23/10/97
7.2 Sequence Of OVENS... ee eeeeeeceeceeceeeeeeseeseeeeseeseeseeeeseneeeeeseeseeeeeeeates 42
7.2.1 Swipe Card reader... cece ees es cece eeeeeeeeeeeeeeececeeeeseeeeeeeeees 42
7.2.2 Counter printer. 2.2.2... cecececeececceceeceseeceeceseesceeceeesteseseeseeseeseseeeees 43
7.3 Responsibility...
7.4 Action on success.
7.4.1 Action by Pathway Support Services.
7.5 Action on failure... eee cece cee eee cee eeeeeeeeeceeceecaeeeceecneeeceneeeneeeeeeees 44
8 Migration activities... eee eee eee eeeeeeseneeeeeeeseeseseceeeeceecaeeeeneeeeeeeeeeeeeeeee 45
8.1 ACtion ON SUCCESS. ...........ccccccccececesesesceeeecseseseseseesceeseseeeseasieetiesensacees 45
8.2 Action on failure... cece ececse ees eeeeeeeeeeseseeeeeeeseeneseeneeeeeseteeneneeeeeeas 45
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Date: 23/10/97
4
Introduction
This document describes the activities that occur in Outlets from the
installation of the Horizon Counter platform through to the support of the
Outlet and equipment in the Steady State environment.
Two groups of activities are encountered;
« Upgrade - where the Horizon counter system has already been installed in
an Outlet and is enhanced to the next release.
e Installation - where the Horizon counter equipment is being installed for the
first time in an Outlet.
At release 1c the following are encountered.
Environment Process Description
IGL Upgrade 10 Initial Go Live
Outlets
Release 1b Upgrade Approx. 190 outlets
installed at release 1b.
This document deals with the following;
e Preparation of auto configuration files for outlets and Data Centres in
readiness for the installation of the Horizon platform.
« Pre installation activities that occur in the Outlet before installation of the
Horizon counter equipment.
e De-installation and installation activities for the Horizon counter equipment
e Peripheral tests performed after Horizon counter equipment installation
e Outlet Manager acceptance tests performed after Horizon equipment
installation
« Overview of the In office data migration activities
« Hand over of the Horizon counter environment for Steady State support
The completion of these processes means that the post office is established
and the equipment is in operational service.
The document at this release now includes information relating to the Horizon
Field Support Officers as described in Ref. 4.
Scope
The document provides the following;
« overview of the post office establishment processes
Detailed description of the processes that are carried out to;
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Date: 23/10/97
* configure the Horizon counter equipment and Data Centres ready for
installation,
e ensure that the equipment is installed in the new Outlets,
e ensure that the equipment is upgraded in existing Outlets,
e ensure that the equipment is operating correctly on installation,
« demonstrate to the Outlet Manager that the equipment is operating,
« handover to steady state
From the acceptance of this document further lower level working instructions
are produced.
For the Horizon Field Support Officers these will be the HFSO procedures;
For the Exel installers these will be their work instructions
For the Auto configuration operations this will be the Operational aspects of
Auto configuration.
3 Release 1c
This release provides additional facilities to that of release 1b. The release,
however still only provides a reduction in the target functionality for release 1.
The counter equipment is upgraded in that a new keyboard is introduced to
facilitate the use of 4k Smart card technologies and the counter printer is
replaced to support an upgraded firmware release’. The upgraded software is
introduced by swapping out the existing base units. The reduced set of
functionality means that the system is used along side the post office current
operating procedures.
For IGL offices the release requires that new hardware is installed and that
the existing card population is supported at the new release.
The Horizon equipment is delivered to the target outlets using the full
implementation infrastructure described in Ref. [1].
1 The final decision as to whether the counter printer will be swapped out during the upgrade will be made after
publication of this document. If counter printers are to be swapped the procedures in this document are to be followed. If
the counter printers are not swapped, the existing counter printer in the office will remain and the procedures in this
document relating to the swap out of the counter printer are to be ignored,
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3.1
3.2
Overview of the post office establishment processes
The following diagram summarises the groups of activities that are
undertaken during the post office establishment process.
Implementation Operational
Preparation Servic
Activities
POST OFFICE
ESTABLISHMENT
PROCESS
The Post Office Establishment process describes the activities that take place
between the Outlet Implementation Preparation Activities and hand over to
the Steady State team as an operational service. Included in this document
are the activities associated with auto configuration.
For this release successful completion of the processes described in this
document means that the system has been accepted by the post master.
Support for the system will then move from the Implementation team to the
Customer Service team.
Role of the Horizon Field Support Officers
The Horizon Field Support Officers support the outlet manager and staff
during the post office establishment procedures. The work instructions
specific to the Horizon Field Support Officer are described in a lower level
series of documents raised as a result of this document.
The number of Horizon Field Support Officers required to support the
introduction of release 1c is determined between Pathway and POCL using
the existing processes established at release 1b. ( Ref. [4]).
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41
Auto configuration
This section provides an overview of the processes involved in generating
and applying a configuration to the Horizon counter environment.
Configuration parameters are required to allow the end to end communication
between the different components of the Horizon infrastructure.
From the acceptance of this document further lower level working instructions
are produced.
Autoconfiguration database
To ensure that all the relevant configuration information is consistent across
the Horizon infrastructure, the relevant parameters for each of the systems is
modelled on the Autoconfiguration database. Outlet details are generated
using information supplied from the rollout database, configuration rules
(such the IP addressing scheme) and standard parameter configuration
information.
Reports generated from the Autoconfiguration database are passed to a
number of sources, external to Pathway and are applied to the relevant
systems. For release 1c this will be performed on a working day basis
between 30 and 25 working days from installation of target Outlets. This
information is obtained from the rollout database (Ref. [1]).
The following table shows the activities involved in generating configurations
for the Horizon counter equipment and the corresponding Data Centre and
support systems (Ref. [1]).
Activity Description
Access auto configuration data base. I Access is provided from specific
workstations on the rollout help desk.
Select Bulk input Bulk input provides details of target
outlets or individual outlets which
may be selected through the MMI.
Outlets are ordered relating to the
installation date from the rollout
database.
Initiate bulk input.
Select View and amend View and amend provides details of
target outlets
Check for errors and verify against
rollout data base schedule
Select Generate Generate builds the individual ACFs
and places them in a target directory
version controlled directory.
Target directory is based on version
number ( Ref. [3])
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release 1c Version: 1.1
Date: 23/10/97
4.2
4.2.1
Move target files to CM Signature Initiate MS Explorer
Server Select target drive on CM system
Select auto configuration version
control directory.
Copy files between the two systems
(Ref. [3])
Select Generate reports Generates reports for CFM and
Sorbus support teams reporting files
ready for collection.
Responsibility
The responsibility for generation of the auto configuration files is the Horizon
central implementation team help desk. Outlets and the associated systems
are configured based on the target implementation date.
Action on success
Inform CFM, ICL Sorbus and CM of completion of days activities.
Action on failure
Report failure together with appropriate error messages through to the
Horizon implementation central team for further action.
Configuration of the Horizon Counter System
The Horizon system when delivered and installed in an Outlet has sufficient
configuration information to allow the Auto configuration software to initialise.
This level of software is the same on all systems whether it is a gateway or
counter system. It is during the Auto configuration boot process that the
difference is detected.
The Auto configuration boot process requires minimal interaction with the
Installer and the process is designed to functionally test the Base unit and its
associated peripherals during the sequence.
For the Auto configuration process to complete successfully, all the hardware
installation procedures for the system must be completed. This includes the
loading of paper to the printers etc..
The Autoconfiguration process for an Outlet is dependant on the order in
which systems are installed. This is described in section 5.
An overview of process is described in section 4.2.1
Overview of the Auto configuration process
When the installer connects the gateway server to the ISDN connection,
powers on the system and scans the bar code during the installation process
( see section 5) sufficient information is configured on the base system to
enable a connection to a boot server system installed in the Pathway data
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centre to be made. Should the bar code not be available in the outlet then the
outlet details can be entered manually to the system by selection of specific
keys*. Specific information relating to that particular post office gateway
server is downloaded to the system. At this point the server automatically
applies the configuration information and reloads.
After the system has reloaded, the gateway server then has sufficient
information to establish a connection to the Pathway management centre
from which the full configuration file (ACF) is downloaded. The server will
then apply this configuration information and reload again.
After the system has reloaded for the second time the server is fully
personalised with configuration information specific to that post office outlet
and counter configuration. The system is then ready for the secure phase of
the operation to start. This is the Outlet manager logon. On completion of the
Outlet manager logon process, the server will then communicate with the data
centre to download specific Riposte information. This process may take up to
15 minutes to complete.
Any additional counter servers in the outlet follow the same process except
that the first configuration information is obtained from the gateway server
and the loading of Riposte information is also obtained from the gateway
server.
Full details of the auto configuration process are found in Ref. 3.
2 Details to be provided to the Exel support desk
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5.1
Activities in the Outlets
This section describes the activities carried out in Outlets at release 1c for
each of the scenarios described in section 2. In summary the activities are;
« Pre installation activities
« Installation activities
e Acceptance activities
e Migration activities
© Operational service activities
Control of the installation programme
Control of the installation activities is shared between the Horizon Field
Support Officer and the Exel installer. The following sections will define the
responsibility in each case. This is summarised in the following diagram.
H Horizon Field Support Officer
P Exel Installer
INSTALLATION
conrro, =H P H H H
Acceptance i
Pre Installation I Operational
Service
Installation Migration
Control of Installation Processes
The purpose of applying control to the post office establishment processes is
to ensure that all parties involved in the associated activities are led by a
nominated body as indicated in the document.
When installation control is with the Horizon Field Support Officer, this is
made clear and agreed with all parties in the outlet.
When installation control is with Exel installer, this is made clear and agreed
with all parties in the outlet.
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Date: 23/10/97
5.2
5.2.1
5.2.2
IGL Outlets
The activities performed at IGL outlets apply to 10 specific outlets in the
South Wales and South West region. The upgrade activities at these outlets
occur over a specified migration weekend. The activities are scheduled to
start at the close of business on Friday evening and complete by Monday
morning.
The migration weekend activities require co-ordination with data centre
migration activities. To ensure that management of the post office
establishment procedures in the outlets is controlled a local management
centre will be established from which specific timing of the activities will be
controlled by ICL Pathway. This local management centre will be the primary
contact for the data centre migration team who are controlling the whole
weekend activities.
The activities described in this section will be carried out firstly on one of the
outlets followed by the rest of the 9 outlets. Activities in the outlet are
controlled through the local management centre.
Spare Key Policy
Each of the existing base units is chained to the outlet infrastructure. To
remove the unit requires that the unit is unlocked using a key held by the
outlet manager. Spare keys are held by ICL Pathway. For the migration
weekend spare keys will be held at the local management centre. Should no
key be available then bolt cutters will be used.
The IGL outlets have been checked by ICL pathway to ensure that site is
ready for installation.
Friday activities
The Friday activities are described below.
Activity Description Where information is
obtained from
Introduction to e Establish e Outlet details from
outlet manager communication with the rollout
outlet manager. database schedules
e Show post office pass
« HFSO should not
forget to include the
office staff in their
e Security procedures
introductions
Describe the ¢ Overview of the ¢ Work instructions
activities activities of end of
week reports and
power off of the
equipment
Outlet manager e End of day and end of Ie
performs end of week activities produce
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day and end of e reports for outlet
week activities manager cash account
« HFSO contact data
centre migration help
line to ensure end of
day activities have
been completed
e Ensure keys are
available to unlock
equipment
If no key is available
then invoke spare key
policy through local
management centre
Log off system e Log off system e Work instructions
HFSO powers off ¢ Disconnect from ISDN I Work instructions
system point
e Power off system by
log off system and
power off by power
switch on base unit.
Switch off peripherals
The existing system will remain in the outlet until installation of the new
Horizon equipment occurs which will take place at an arranged time the
following day on completion of the data centre migration activities (Ref. [5]).
Should any further benefit payments be required at these outlets on the
following day before installation, then these are issued through the manual
fall back process (Ref. [2])
The following activities occur on the day of installation of the Horizon counter
equipment.
5.2.2.1 Responsibility
The responsibility for the Friday activities is the Horizon Field Support Officer,
who will work with the post master
5.2.2.2 Action on success
The data centre upgrade activities described in ref. 5 are started.
5.2.2.3 Action on failure
Failures are reported back the local management centre with the following
details;
« Outlet name and address and FAD code.
e Nature of problem encountered.
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Date: 23/10/97
« Name of Horizon Field Support Officer.
5.2.3 Pre installation activities
For each outlet the Horizon Field Support Officer requires;
e Outlet address (Obtained from rollout schedules)
e Work instructions (produced as a result of this document)
This is supplied in advance of the installation day through the HFSO manager
after liaison with Pathway Transition Executive.
outlet manager
communication with the
outlet manager.
Show post office pass
HFSO’s should not
forget to include the
Office staff in their
introductions
Activity Description Where information is
obtained from
Introduction to Establish ¢ Outlet details from
rollout database
schedules
e Security procedures
Describe the
activities
Overview of the
activities of de-
installation, installation,
acceptance and
migration
Work instructions
Clear working
areas
Counter positions,
Under the counter
positions
Entrances are cleared
Work instructions
Check electrical
connections
installed for
Horizon
Nothing connected
Work instructions
Identify area for
Assist the outlet
Work instructions
security requirements.
packing / manager in identifying
unpacking of areas within the outlet
equipment where the Exel installer
can pack the existing
IGL equipment and
unpack the Horizon
equipment as it arrives.
Security Remind the outlet Security procedures
procedures manager of their
Ensure Horizon
Counter system is
Ensure ISDN cable is
disconnected
Work instructions
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disconnected from Ie Check IGL equipment
ISDN point is powered off
5.2.3.1 Responsibility
The responsibility for the Pre installation activities is the Horizon Field
Support Officer, who will work with the post master.
5.2.3.2 Action on success
The installation activities described in section 5.2.3 are started.
5.2.3.3 Action on failure
5.2.4
Failures are reported back the Horizon System Help Desk with the following
details;
« Outlet name and address and FAD code.
e Nature of problem encountered.
« Name of Horizon Field Support Officer.
The problem is reported back to the Horizon rollout help desk for the
appropriate action.
Installation procedures
These activities are carried out by an Exel installer.
For each outlet the Exel installer requires;
e Delivery details
e Equipment delivery form
« Acceptance sheet
« Installation instructions
e Post Master Memory Card which will be stored in the gateway overshipper
« Bar Code sheet for that outlet
e Site Survey CAD drawing and narrative
e List of equipment to be removed from the outlet
e Hand Held Terminal for collection of asset data
e Appropriate overshippers containing the Horizon equipment
e Spare overshipper to pack the existing equipment into.
Activity Description Where information is
obtained from
Introduction to e Installers arrive atthe I Outlet details from
Outlet Manager Outlet rollout database
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and HFSO Installer introduces « Security procedures
himself to the Outlet
Manager
Presentation of
Pathway post office
pass
Installers should not
forget to include the
office staff in their
introductions
Introduction to Horizon
Field Support Officer
Ref. 3
Identifies ISDN
point.
The ISDN termination
is located near to
where the existing IGL
equipment is installed
Confirmation of Outlet
using the outlet
identifier label attached
at the ISDN point
.
Site Survey CAD
Drawing.
Confirm Site
Survey details
Installer confirms site
survey details with
Outlet Manager
Checks to ensure that
any agreements with
Outlet Manager have
been met
Site Survey CAD
Drawing
Describe activities
to Outlet Manager
Installer describes a
summary of the
activities that will take
place
Site Survey CAD
Drawing
Work instructions
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The following diagram shows an ISDN termination. The ISDN cable is pre
installed by WTL as part of the Site Preparation activities. To avoid damage
in the time between the Site Preparation activities and the Installation
activities, the cable may have been left with the Outlet Manager for safe
keeping. Where the cable has already been installed in trunking the
communications cable may not be connected to the left hand channel.
For release 1c the only cable in use will be the ISDN cable which is coloured
BLUE.
[Ui ni Aion eecnae Se Saree
Channel to T
Gateway
Sever ——— ll is
ISDN 6 Termination view from undenieath
ISDN 6
Channel to gateway
server
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Activity Description Where information is
obtained from
Identifies area
where overshippers
can be used to
pack and unpack
the equipment is
agreed with HFSO
and outlet manager
The area is required to
pack overshipper with
existing IGL equipment
The area is also used
to unpack new
overshipper with
Horizon equipment
e Site Survey
e “Reccy” of site
Obtain Outlet
Manager
permission to start
Outlet Managers
permission to start the
installation activities is
required
e Outlet Manager
Collect all
consumables
All existing slip printer
labels
Remove sticky Velcro
bar code label from
desk top
e Outlet Manager
Scan Post Office
Identifier code in
outlet with HHT
Bar code for outlet
located next to ISDN
point
Check identifier marked
as Post office code on
label matches outlet
details on delivery note
and installation bar
codes
¢ Work instructions
Report in through
Exel Help desk
Connect ISDN phone to
left hand channel as
shown in diagram
above via ISDN cable
block connector
e ISDN phone made
available
ISDN cable if
connected will have to
be disconnected from
left hand channel
Disconnect ISDN
phone
Allows for BLUE ISDN
cable to be connected
again.
¢ Work instructions
Remove existing
IGL equipment
Ensure equipment is
powered off
Disconnect
interconnecting cables
and ISDN cable
Unchain Base Unit from
counter
« Work instructions
e Key from post master
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e Pack existing
equipment into spare
overshipper with
correct label
representing office
e Place overshipper in
vehicle
e Include ISDN cable
5.2.4.1 Installation of Gateway server
The gateway server is always the first system to be installed. This section
describes the activities.
The Gateway server is located in a position determined during the Site
Survey process and is determined from the Site Survey CAD Drawing where
the ISDN point is installed.
All interconnecting cables are cable tied using the cable wrap such that the
counter position is left in a tidy fashion.
Activity
Description
Where information is
obtained from
Unpack gateway
Overshipper
¢ Confirm correct
Gateway type
e Overshipper label
« COUNTER POSITION
showing xxxxxx00101
Install gateway
server
e Unpack equipment and
install in identified
location
e Pass 2 PMMC to Office
manager. (HFSO to
stress importance of
cards to office
manager)
e Connect peripherals
e Connect Gateway PC
to Communication port
¢ Connect Gateway PC
to LAN (if there)
e Site Survey &
Implementation
Strategy
« Work instruction
e Using BLUE cable
e Using GREY cable
Label Gateway
¢ Attach Bar-code 01 to
Gateway PC after
detaching from bar-
code label sheet
© xxxxxx00101
Power on Gateway
server
¢ Gateway PC loads to
auto configuration
screen
Ensure date
displayed is current
date
e Date is presented on
screen as system boots
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The following table shows the boot sequence for gateway servers
Boot Sequence
Exel installer activities
e Power on Gateway server
e Ensure all peripherals are
correctly attached to Base unit
e Power is applied all Peripherals.
e Power is applied to the Base unit
¢ Prompt to scan Post Office
Identifier counter identifier
e Scan using the Horizon Bar-code
reader the post office code
identifier
e Press <Enter> on keyboard to
acknowledge read
e At this point the initial
configuration items are loaded
from the boot server ( see section
4)
e Message is displayed indicating
Outlet and node details
e Use Touch screen to acknowledge
prompt.
e If Touch screen requires
calibration invoke screen
calibration procedures
Follow work instructions for
calibration.
e Message is displayed indicating
Outlet and node details
e Match details on screen against
those shown on the outlet bar
code label
e Press < Enter > to acknowledge
prompt if correct
¢ Press <Esc> if details are
incorrect and invoke Recovery
Procedures® based on the error
number provided.
e System Reboots
e Message displayed to indicate
phase 2 of configuration.
At this point the full system
configuration file is downloaded from
the Pathway Management Centre
(Ref. [4])
e System Reboots
At this point the configuration and
8 Section 5.4.2.5
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complete.
personalisation of the system is
On completion of the configuration activities the gateway server will prompt
for the PMMC. This phase of the boot sequence is known as the secure
phase. The following activities are carried out at the gateway server.
synchronisation
synchronise with the
data centre
Correspondance
server. THIS
PROCESS WILL TAKE
APPROX. 15 Minutes
to complete.
Activity Description Where information is
obtained from
Initialise PMMC. e Insert card at gateway Ie Ref. 2
e Perform secure
procedures
Counter e Gateway server will
On completion of the
carried out.
Security phase procedures
the following activities are
Activity
Description
Where information is
obtained from
Check connected
¢ Perform installation
« Section 6
peripherals checks on attached
peripherals
Collect asset ¢ Scan the Bar-code ¢ Work instructions
Details attached to the
Overshipper with HHT
Tidy all e Tie cables in a tidy
interconnecting fashion using the cable
cables ties, cable wrap
5.2.4.2 Installation of counter System
Any additional counter systems are installed after the gateway server. There
is no set order for the installation. Each counter PC is labelled with a Bar
Code that represents the counter position. However all activities associated
with the gateway must be complete before starting with these procedures.
All interconnecting cables are cable tied such that the counter position is left
in a tidy fashion.
Activity
Description
Where information is
obtained from
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Unpack counter e Confirm correct counter I e Address and computer
Overshipper system name xxxxxx0010y
(where y is counter
position number)
Install counter e Unpack equipment and Ie Site Survey &
server install in identified Implementation
location Strategy
e Connect peripherals
e Connect to LAN « Installation guide
e where applicable
Label counter e Attach Bar-code xx to © XXxxxxx0010y
counter PC after where y is counter
detaching from bar- position number
code label sheet
The following table shows the boot sequence for counter servers
Boot Sequence
Exel installer activities
e Power on counter system
e Ensure all peripherals are
correctly attached to Base unit
e Power is applied to all
Peripherals.
e Power is applied to the Base unit
e Prompt to scan Post Office
Identifier counter identifier
e Scan, using the Horizon Bar-code
reader, the post office code
identifier attached to the base unit
e Press <Enter> on keyboard to
acknowledge read
e At this point the initial
configuration items are loaded
from the boot server ( see section
4)
e Message is displayed indicating
Outlet and node details
e Use Touch screen to acknowledge
prompt.
e If Touch screen requires
calibration invoke screen
calibration procedures
Follow work instructions for
calibration.
e Message is displayed indicating
Outlet and node details
e Check against details shown on
outlet label
e Press < Enter > to acknowledge
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e prompt if correct
e Press <Esc> if details are
incorrect and invoke Recovery
Procedures‘ based on the error
number provided.
e System Reboots
e Message displayed to indicate
phase 2 of configuration.
At this point the full system
configuration file is downloaded from
(Ref. [4])
the Pathway Management Centre
e System Reboots
complete.
At this point the configuration and
personalisation of the system is
On completion of the configuration activities the counter server will prompt for
the PMMC. This phase of the boot sequence is known as the secure phase.
The following activities are carried out at the counter server.
Activity Description Where information is
obtained from
Insert PMMC e Insert card at counter « Ref. 2
initialised at the system
gateway server e Perform secure
procedures
Counter
synchronisation
¢ The counter will
synchronise with the
gateway server.
On completion of the
carried out.
Security phase procedures
the following activities are
Activity
Description
Where information is
obtained from
Check connected
peripherals
e Perform installation
checks on attached
peripherals
« Section 6
Collect asset
e Scan the Bar-code
« Work instructions
overshipper
Details attached Overshipper
with HHT
Tidy all e Tie cables in a tidy
interconnecting fashion using the cable
cables ties, cable wrap
Remove e There is only one e Work instructions
existing IGL system in
* Section 5.4.2.5
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[ packaging I * an outlet to be removed I
This set of processes are repeated for each counter position.
5.2.4.3 Responsibility
The responsibility for the installation activities is the Exel installer, who will
work with the outlet manager and the Horizon Field Support Officer.
The responsibility for operating the security phase is the outlet manager with
assistance from the Horizon Field Support Officer.
5.2.4.4 Action on success
When the equipment has been installed correctly at all the counter positions
in the outlet the Horizon Field Support Officer performs Acceptance tests on
each counter position as described in section 7
5.2.4.5 Action on failure
In the event of any problems/failures are encountered during the installation
phase the Exel installer will use the ISDN telephone to contact the Exel help
desk with details of the problem encountered for advise.
The Exel help desk will advise the installer on the next course of action which
is based on the following;
e Replacement of a failing item or piece of equipment using the spares
carried in the delivery van
« Take advise as to whether the installation needs to be abandoned. This
will result in the initiation of the recovery procedures described in section
5.3.
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5.3
Recovery procedures
The existing equipment will initially de installed and stored in a labelled
overshipper in the delivery vehicle. Should any part of the upgrade fail or
instructions be passed to regress then all of the new equipment will be
swapped out and replaced with the existing equipment (ref. [6]).
The existing equipment will be then transported after a successful
implementation to the local management centre for safe keeping. Should any
part of the upgrade fail or instructions be passed to regress to the existing
system, then all of the new equipment is swapped out and replaced with the
existing equipment. The existing equipment is transported back to the outlet
from the local management centre unpacked and installed using the IGL
counter infrastructure installation document (ref. [6]). No data migration back
to the old system is required at the outlet. This is achieved at the data
centre.(Ref. [2]).
After the migration weekend activities the existing equipment will be
transported back to a safe storage site. If regression is required at the outlet
after the upgrade weekend activities, then the existing equipment will be
transported back to the outlet from the safe storage site, unpacked and
installed using the IGL counter infrastructure installation document (ref. [6]).
No data migration back to the old system is required at the outlet. This is
achieved at the data centre.(Ref. [2]).
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5.4
5.4.1
Release 1b to 1c outlets
The activities performed at outlets which have currently been installed with
the Horizon counter system at release 1b are upgraded at this release. The
activities include a swap out of the base unit, keyboard and counter printer at
each position. The upgrade activities at these outlets will occur over a
specific working day period during the operation day. Some disruption to the
existing service may be experienced whilst the upgrade takes place.
The replaced items will be removed from the outlet using the packaging in
which the new equipment was delivered.
Should any books require scanning during the installation period, then the
outlet manager will use the existing manual facilities (Ref. [2]).
The following activities occur on the day of installation of the Horizon counter
equipment.
Pre installation activities
For each outlet the Horizon Field Support Officer requires;
« Outlet address (Obtained from rollout schedules)
e Work instructions (produced as a result of this document)
Activity Description Where information is
obtained from
Introduction to ¢ Establish * Outlet details from
outlet manager communication with the rollout database
outlet manager. schedules
e Show post office pass Ie Security procedures
e Do not forget to include
the office staff in their
introductions
Describe the ¢ Overview of the Work instructions
activities activities of installation,
acceptance and
migration
Clear working ¢ Counter positions, Work instructions
areas e Under the counter
positions
e Entrances are cleared
Check each base ¢ If there are no post Work instructions
unit is labelled with office code identifier
a post office code ask outlet manager for
identifier the spare sheet
e If there are no post
office code identifiers in
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¢ outlet, report via HSHD
and invoke manual
entry of bar codes ( see
section 5.4.1.3)
Identify area for e Assist the outlet Work instructions
unpacking of manager in identifying
equipment areas within the outlet
where the Exel installer
can unpack the
equipment as it arrives.
Security e Remind the outlet Security procedures
procedures manager of their
security requirements.
5.4.1.1 Responsibility
The responsibility for the Pre installation activities is the Horizon Field
Support Officer, who will work with the post master.
5.4.1.2 Action on success
The installation activities are started in the Outlet as described in section
5.4.2
5.4.1.3 Action on failure
Failures are reported back to the Horizon System Help Desk with the
following details;
« Outlet name and address and FAD code.
e Nature of problem encountered.
e Name of Horizon Field Support Officer.
The problem is reported back to the Horizon System Help Desk for the
appropriate action.
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5.4.2 Installation procedures
These activities are carried out by an Exel installer. All cables, with the
exception of the keyboard cable, attached to the base unit, peripherals and
ISDN cable will remain. The judgement as to whether cables are replaced at
the time of the swap out of equipment will be at the judgement of the Exel
installer.
For each outlet the Exel installer requires;
e Delivery details
e Equipment delivery form
e Acceptance sheet
« Installation instructions
e Post Master Memory Cards which are stored in the gateway base unit
packaging
e List of equipment to be removed from the outlet
« Hand Held Terminal to collect asset data
e Appropriate containers containing the Horizon equipment to be replaced.
« Bar code sheet with dummy payment book details
e Base unit stand as appropriate
Activity Description Where information is
obtained from
Introduction to ¢ Installers arrive at the ¢ Outlet details from
Outlet Manager Outlet rollout database
and HFSO ¢ Installer introduces e Security procedures
himself to the Outlet
Manager
¢ Confirmation of Outlet I Ref. 3
using the outlet
identifier label attached
at the ISDN point
¢ Presentation of
Pathway post office
pass
e Introduction to Horizon
Field Support Officer
e Installers should not
forget to include the
office staff in their
introductions
Describe activities Ie Installer describes a « Work instructions
to Outlet Manager summary of the
activities that will take
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[ [+ place
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Identifies an e The area is required to Ie Site Survey
unpacking area
which is agreed
with HFSO and
outlet manager
unpack to container
boxes with the
replacement equipment
e “Reccy” of site
Obtain Outlet
Manager
permission to start
e Outlet Managers
permission to start the
installation activities is
required
e Outlet Manager
Identifies ISDN
point
¢ The ISDN termination
is located near to the
gateway server
Scan Post office
code identifier
attached in the
outlet using HHT
¢ Located near at the
ISDN point
¢ Work instructions
Report in through
Exel Help desk
e Connect ISDN phone to
right hand channel as
shown in diagram
above (the existing
equipment is attached
at the left hand
channel)
Disconnect ISDN
phone
¢ Work instructions
Before the existing systems can be removed existing data has to be passed
through the network to the data centre (Ref. [2]). This is performed by the
HFSO as follows with the activities being carried out in the order shown
below;
e Counter positions
« Gateway server
Activity
Description
Where information is
obtained from
Scan test bar code
¢ Test bar code is issued
to all installers.
¢ Cancel transaction.
This ensures that all
data on systems has
been transferred to the
Horizon data centre.
e Log all users from the
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° system
Control of the installation activities is then passed back to the Exel installer to
carry out the following activities.
Activity Description Where information is
obtained from
Remove base unit Ie Power off equipment « Work instructions
keyboard and Di t
printer ¢ Disconnec
interconnecting cables
« Remove Base Unit and
keyboard and counter
printer
« Remove Bar code label
on Base unit ready.
This label will be
applied to new Base
unit
Repeat activities
for all counter
positions
Repeat activities
for gateway server
When all the equipment has been disconnected then the new equipment can
be installed.
5.4.2.1 Installation of Gateway server
The gateway base unit and peripherals are always the first system to be
installed. This section describes the activities.
The Gateway base unit is the first system to be replaced, together with the
replacement printer and keyboard.
All interconnecting cables are cable tied such that the counter position is left
in a tidy fashion.
Activity Description Where information is
obtained from
Unpack gateway e Confirm correct e Overshipper label
base unit Gateway server e COUNTER POSITION
e Pass PMMC to outlet showing xxxxxx00101
manager (HFSO to
stress importance of
cards to office
manager)
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Check base unit
and monitor stand
Add base unit stand if
required
Replace monitor stand
if required
e Work instructions
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Install gateway Unpack gateway server I ¢ Site Survey &
server and and install in identified Implementation
replacement items location Strategy
Unpack and install
keyboard
Unpack and install
counter printer
Connect peripherals
Connect Gateway PC
to Communication port
Connect Gateway PC
to LAN (if there)
.
Work instruction
Using BLUE cable
Using GREY cable
Label Gateway
Attach Bar-code 01 to
Gateway PC removed
from existing gateway
base unit
Xxxxxx00101
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The following table shows the boot sequence for gateway servers
Boot Sequence
Exel installer activities
e Power on Gateway server
e Ensure all peripherals are
correctly attached to Base unit
e Power is applied all Peripherals.
e Power is applied to the Base unit
¢ Prompt to scan Post Office
Identifier counter identifier
e Scan using the Horizon Bar-code
reader the post office code
identifier
e Press <Enter> on keyboard to
acknowledge read
e At this point the initial
configuration items are loaded
from the boot server ( see section
4)
e Message is displayed indicating
Outlet and node details
e Use Touch screen to acknowledge
prompt.
e If Touch screen requires
calibration invoke screen
calibration procedures
Follow work instructions for
calibration.
e Message is displayed indicating
Outlet and node details
e Press < Enter > to acknowledge
prompt if correct
e Press <Esc> if details are
incorrect and invoke Recovery
Procedures® based on the error
number provided.
e System Reboots
e Message displayed to indicate
phase 2 of configuration.
At this point the full configuration file
is downloaded from the Pathway
Management Centre (Ref. [4])
e System Reboots
At this point the configuration and
personalisation of the system is
complete.
On completion of the configuration activities the gateway server will prompt
5 Section 5.4.2.5
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for the PMMC. This phase of the boot sequence is known as the secure
phase. The following activities are carried out at the gateway server.
synchronisation
synchronise with the
data centre
Correspondance
server. THIS
PROCESS TAKES
APPROX. 15 Minutes.
Activity Description Where information is
obtained from
Initialise PMMC ¢ Insert PMMC at « Ref. 2
gateway
¢ Perform secure
procedures
Counter e Gateway server will
On completion of the
carried out.
Security phase procedures
the following activities are
Activity
Description
Where information is
obtained from
Check connected
peripherals
e Perform installation
checks on attached
peripherals
« Section 6
Collect asset
¢ Scan the Bar-code on
Work instructions
equipment from site
e Label packaging to
indicate old equipment.
Mark packaging with
serial numbers of
Ithaca printer and
keyboard.
Details the existing equipment
and the new equipment
Tidy all e Tie cables in a tidy e Work instructions
interconnecting fashion using the cable
cables ties, cable wrap
Remove equipment I e Existing packaging is e Work instructions
in packaging used to remove
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5.4.2.2 Installation of counter System
Any additional counter systems are installed after the gateway server. There
is no set order for the installation. Each counter PC is labelled with a Bar
Code that represents the counter position. However all activities associated
with the gateway must be complete before starting with these procedures.
All interconnecting cables are cable tied such that the counter position is left
in a tidy fashion.
Activity
Description
Where information is
obtained from
Unpack counter
Overshipper
Confirm correct counter
system
Address and computer
name xxxxxx0010y
(where y is counter
position number)
Install counter
server
Unpack equipment and
install in identified
location
Unpack and install
keyboard
Unpack and install
counter printer
Connect peripherals
Connect to LAN
Site Survey &
Implementation
Strategy
Installation guide
where applicable
Label counter
Attach Bar-code xx to
counter PC from the
base PC which has
been removed from
that position
XXXxXxx001 Oy
where y is counter
position number
Power on Counter
Counter PC loads to
auto configuration
screen
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The following table shows the boot sequence for counter servers
Boot Sequence
Exel installer activities
¢ Power on counter system
e Ensure all peripherals are
correctly attached to Base unit
e Power is applied all Peripherals.
e Power is applied to the Base unit
¢ Prompt to scan Post Office
Identifier counter identifier
e Scan using the Horizon Bar-code
reader the post office code
identifier
e Press <Enter> on keyboard to
acknowledge read
e Message is displayed indicating
Outlet and node details
e Use Touch screen to acknowledge
prompt.
e If Touch screen requires
calibration invoke screen
calibration procedures
Follow work instructions for
calibration.
e At this point the initial
configuration items are loaded
from the boot server ( see section
4)
e Message is displayed indicating
Outlet and node details
e Press < Enter > to acknowledge
prompt if correct
e Press <Esc> if details are
incorrect and invoke Recovery
Procedures® based on the error
number provided.
e System Reboots
e Message displayed to indicate
phase 2 of configuration.
At this point the full configuration file
is downloaded from the Pathway
Management Centre
e System Reboots
At this point the configuration and
personalisation of the system is
complete.
On completion of the configuration activities the counter server will prompt for
® Section 5.4.2.5
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the PMMC. This phase of the boot sequence is known as the secure phase.
The following activities are carried out at the counter server.
Insert PMMC e Insert PMMC at counter Ie Ref. 2
initialised at the system
gateway server ¢ Perform secure
procedures
Counter e Counter server will
synchronisation synchronise with the
gateway server
On completion of the Security phase procedures the following activities are
carried out.
Activity Description Where information is
obtained from
Check connected ¢ Perform installation « Section 6
peripherals checks on attached
peripherals
Collect asset e Scan the Bar-code on Ie Work instructions
Details the existing equipment
and the new equipment
Tidy all e Tie cables in a tidy
interconnecting fashion using the cable
cables ties, cable wrap
Remove equipment I e Existing packaging is e Work instructions
in packaging used to remove
equipment from site
e Label packaging to
indicate old equipment
This set of processes are repeated for each counter position.
5.4.2.3 Responsibility
The responsibility for the installation activities is the Exel installer, who will
work with the outlet manager and the Horizon Field Support Officer
5.4.2.4 Action on success
When the equipment has been installed correctly at all the counter positions
in the outlet the Horizon Field Support Officer performs Acceptance tests on
each counter position as described in section 7
5.4.2.5 Action on failure
Should any problems be encountered during the installation phase the Exel
installer will use the ISDN telephone to contact the Exel help desk with details
of the problem encountered for advise.
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The Exel help desk will advise the installer on the next course of action which
is based on the following;
e Replacement of a failing item or piece of equipment using the spares
carried in the delivery van
* Take advise as to whether the installation needs to be abandoned. This
will result in the initiation of the appropriate back up teams who will be
directed to site to manage the specific problem under the control of the ICL
Pathway central support team.
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6.1
6.2
6.2.1
6.2.2
Peripheral Tests
This section provides the procedures which are used during installation for
functionally testing the peripherals. These tests assume that all the
peripherals have been correctly installed. The Touch screen monitor, Bar
code reader and keyboard (including the smart card facility) is tested during
the installation, auto configuration and security phase activities. The
functionality of the base unit is tested during the installation, configuration
and security phases, however additional information is also provided in this
section which is used by the Exel engineers.
The equipment that requires further testing is the counter printer and office
printer. These two items are covered in the following sections.
Counter printer
The counter printer is functionally tested using the self print test. This is
achieved by powering on the printer with the “Resume” key held. This test is
performed using the procedures established at release 1b. After the test has
been successfully performed the printer is powered off and on again.
Office Printer
Two types of printer exist. These tests only check the operation of the printer
as a unit. The integrated test for the printer will not be available at this
release. Testing of the unit for future releases in not covered in this
document.
Inkjet Printer
e Load paper in the unit.
e Power on the printer. The power switch is located on the top of the printer
to the right of the paper feed tray as viewed from the front.
If the power indicator light does not display then check power cables.
e Test Print - To initiate a test print power off the printer and press and hold
the LOAD/EJECT button while turning the printer back on. When the
printer starts printing, let go of the LOAD/EJECT button. This should output
a printed sheet with a title “EPSON Stylus 200” followed by some technical
information.
Laser printer
e Load paper in the unit.
« Power on the printer. The power switch is located at the side of the mains
socket at the rear of the printer.
If the power indicator light does not display then check power cables.
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6.3
6.4
6.5
« Test Print - To initiate a test print press and release the PRINT/RESET
button This should output a printed sheet with a title “Printer (PCL) Status”
followed by some technical information.
Base Unit
The Base Unit also supports the hard disk with Horizon software installed.
Power on unit allows tests on the keyboard and Bar Code reader to be
carried out.
« Power on PC. A Green indicator light * will be lit on the front on the unit.
e Three lights will be initially displayed on the keyboard.
* * *
V * *
This tests the keyboard physical connections. If the test is successful then
only the green ¥ light will remain lit.
e System will be seen to load. The first screen will show tests of the
hardware platform. The second screen will show a Blue screen with the
following at the top;
« Ensure no errors reported during the load sequence.
e As the system loads a further green light on the Unit O will be seen to flash
on and off and the system loads to the auto configuration screen
Equipment delivery form
At this point, when all the equipment has been installed and checked at each
position the Exel installer will ask the Outlet Manager to sign the equipment
delivery form. This form registers that all the equipment and PMMC have
been delivered and installed to the outlet.
This is provided by the Exel installer.
The completion form is returned to ICL Pathway for storage in the completion
packs
Action on success
When all the equipment has been successfully tested, control of the
installation programme is now passed to the Horizon Field Support Officer
who will perform the Acceptance tests described in section 7, with the Outlet
Manager to demonstrate that the equipment has been installed and is
operating as expected.
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6.6 Action on failure
Should any problems be encountered during the peripheral testing phase the
Exel installer will use the ISDN telephone to contact the Exel help desk with
details of the problem encountered for advise.
The ISDN phone can be plugged in to the right hand ISDN channel without
impact on the Horizon counter equipment.
The Exel help desk will advise the installer on the next course of action which
is based on the following;
e Replacement of a failing item or piece of equipment using the spares
carried in the delivery van
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7.1
7.2
7.2.1
Acceptance tests
The acceptance tests apply in all the scenarios described in section 1.
The Horizon equipment after installation has to be demonstrated to the Outlet
Manager at release 1c to check the functionality of the system. The tests are
controlled by the Horizon Field Support Officer who will carry out the tests in
conjunction with the Outlet Manager, and Exel installer. The tests are scripted
in the following sections and are only started on completion of all the
installation activities described in sections 5.
Purpose of acceptance tests
The processes detailed in this section demonstrate the following;
« Horizon equipment installed is operating correctly,
e Outlet Manager logon is operating correctly.
Sequence of events
The following equipment has been demonstrated during the installation
process;
« Keyboard - used to acknowledge commands during the auto configuration
phase and logon phase,
e Bar code reader - used to scan the post office identifier on the counter
during the auto configuration phase,
« Smart card reader - used to invoke Post Master Log on process,
« Touch screen - used during the auto configuration and Post Master Log on
phase,
e ISDN line - used during the auto configuration phase.
The following operations are demonstrated during this acceptance phase;
e Swipe card reader,
e Counter printer
Swipe card reader
Demonstration of the swipe card reader is achieved using the engineer test
facilities provided at release 1c. This requires the Horizon Field Support
Officer to establish with the outlet manager a test user in the “engineering
group”. The test user is then logged on to the system and the select the test
reader icon in the engineer facilities. A test card is provided to the Horizon
Field Support Officer who will demonstrate the process. A successful read is
indicated with a successful message in the application.
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7.2.2
7.3
7.4
7.41
Counter printer
Demonstration of the counter printer is achieved using the engineer test
facilities provided at release 1c. Using the test user established in section
7.2.1 the slip printer icon is selected and a test message is printed on a slip
receipt and the tally roll.
Responsibility
The responsibility for the acceptance tests at this release is the Exel installer
and the Horizon Field Support Officer.
Action on success
The Exel installer will connect the ISDN phone to the right hand ISDN
channel and dial the Horizon System Help Desk using the number provided
by the Horizon Field Support Officer. This number is documented in the
HFSO procedures guide. The Horizon Field Support Officer will report that
the installation and acceptance of the equipment is complete.
After the phone call has been successfully made the Exel installer performs
the following;
« Disconnect the ISDN telephone
¢ Clear installation packaging from the outlet
« Leave the outlet
Action by Pathway Support Services
On receipt of the acceptance telephone call, the call is registered with the
Horizon rollout help desk.
The Horizon equipment is then supported as a Steady State system.
Full transfer of the Horizon counter system occurs at the end of the next
working day after which the following actions are carried out by the Horizon
rollout help desk
e Issue of amanagement report of operational equipment
e Check of Steady State documentation completion pack. (This is fully
completed on receipt of acceptance and equipment delivery forms from
Exel).
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7.5
Action on failure
Should any problems be encountered during the acceptance phase for IGL
and new installations the Exel installer will use the ISDN telephone to contact
the Exel help desk with details of the problem encountered for advise.
The ISDN phone can be plugged in to the right hand ISDN channel without
impact on the Horizon counter equipment.
The Exel help desk will advise the installer on the next course of action which
is based on the following;
e Contact the Horizon System Help Desk reporting details of the failure.
e Replacement of a failing item or piece of equipment using the spares
carried in the delivery van on advise from the Horizon System Help Desk.
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8.1
8.2
Migration activities
Migration activities are those processes required to “bridge” the gap between
equipment installation, testing and acceptance and operational service.
For release 1c, these processes are carried out by the Horizon Field Support
Officer in conjunction with the Outlet Manager. At this release the activities
involve the setting up of users on the system only. The specific activities are
detailed in Ref.[2]).
The specification of the acceptance form is agreed between POCL and
Pathway. (Appendix A)
Action on success
No further action is required at release 1c on successful performance of the
migration activities.
The Horizon system moves to Operational Service.
Action on failure
Any problems encountered during the migration phase are reported through
the Horizon System Help Desk.
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Appendix 1
ACCEPTANCE
OF SYSTEMS
FUNCTIONALITY
DOCUMENT
HORIZON
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I accept that the functionality provided by the Horizon system has been made
available following the system upgrade.
Post Office
FAD Code
Outlet Manager
Signature
Name Date
Time
Horizon Field Support Officer
Signature
Name Date
Time
For, and on behalf of, ICL Pathway
Signature
Name Date
Time
Appendix 2
HORIZON
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PROOF OF DELIVERY DOCUMENT
Post Office Number
Telephone Number
Contact name
Post Office Address
Post Code
Equipment Description PC Base Unit Keyboard Printer
Total Number of Systems
Post master log on cards
I am aware that the equipment delivered, upgraded and installed by the
representatives of ICL Pathway remains the property of ICL Pathway
Outlet Manager
Signature
Name Date
Time
For, and on behalf of, ICL Pathway
Signature
Name Date
Time
Appendix 3
HORIZON
PROOF OF COLLECTION DOCUMENT
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Post Office Number
Telephone Number
Contact name
Post Office Address
Post Code
The following equipment has been collected as part of the system upgrade
Equipment Collected PC Base Unit Keyboard Printer
Total Number of Items collected
Outlet Manager
Signature
Name Date
Time
For, and on behalf of, ICL Pathway
Signature
Name Date
Time