STX Desktop: New Server (Non-OLS)

New Server Non-OLS

Switching STX Data to a New or Temporary Server

This document provides instructions for switching the computer that runs the STX Server software and contains the STX database. ALWAYS contact the Technical Support department prior to switching to a new Server. Any of our highly knowledgeable Support Team members will be able to guide you through the process. Without our help and guidance, the integrity of your data may be at risk.  

Important: Plan to switch Servers on a normal business day, starting in the morning. This will allow you to contact STX Software if you need assistance. There is no support available at night and this procedure is outside the scope of Emergency Weekend Technical Support.

Obtaining a New License Key: New / Temporary Server

Since STX is licensed to run the Server software on a specific computer, you will need to obtain a new license key before proceeding. 

Important: You must call during normal business hours, Monday - Friday, from 9:00 AM - 8:00 PM Eastern Time. You will receive your new license key via e-mail within 48 hours of your request. License keys for requests made after 4:00 PM Eastern will be issued on the next business day. License keys cannot be issued on weekends or holidays.

In an emergency, such as your server crashing, you must contact the Technical Support department and have a recent backup available to restore onto a new/temporary server.

Note: You do not need to continue with this section for obtaining a new license key if you are getting your current server repaired and it will once again be your server when returned.

Go to the Apple menu and select About This Mac.

Click More Info...

Click System Report...

Highlight the word Network on the left- hand side column.

On the top right, highlight the word Ethernet. If you do not have Ethernet as an option, highlight the word Wi-Fi instead.

On the bottom right, look for the word Ethernet:, and note the MAC Address: information. This MAC Address is used when generating a new STX License Key. 

Phone STX Software at 800.766.4778 to request a new license key.

Backing Up and Saving the STX Database: Original Server

In STX, go to the STX menu and select the Backups... option. 

Click Backup Now to begin a new backup. 

Once the new backup is complete, insert a flash drive into an open USB port on the computer. 

Highlight the new backup and click Save. NOTE: You must be on the Server computer in order to save a new backup. 

The Save sheet will appear. The Save As: field will include the name of the most recent backup, which is the year, month, day and time the backup was taken. 

Select the Flash Drive and click Save.

Eject the flash drive and insert into the new/temporary server. 

Downloading the STX Software: New/Temporary Server

Note: You must be logged in to Mac OS X as an Admin User to perform the following.

Download Current STX Version

You should have received a link via email to download the appropriate version of the STX Software. Simply click the provided link to begin the download on the new / temporary server computer. 

Find the downloaded STX-#.#_v#.###.dmg file and drag over to an inserted flash drive volume and release to make a copy. This disk image is required to update the STX application on Workstation computers. 

Installing the STX Software: New/Temporary Server

Find the downloaded STX-#.#_v#.###.dmg file and double-click to open. 

Read the Software License Agreement.

Click Agree

Read, print, or save the Software License Agreement.

Click Agree

Double-click the icon named STXServer.pkg in the green box labeled Server Only.

Note: Do NOT perform this step on a workstation computer.

WARNING: Do NOT attempt to run the Uninstall...Server.app on your own. Please contact the Support department for guidance. YOUR DATA WILL BE ERASED.

Click Continue.

Read, print, or save the Software License Agreement.

Click Continue

Click Agree.

Click Install.

Type the OS X administrator name and password. 

Click Install Software

The Install STX Server window will open.

The message will change several times as the different tasks are performed. 

When the upgrade is successfully installed, a successful installation window will appear. 

Click Close.

Follow the screen directions for dragging the STX application to the Applications folder. Do this directly on the screen.

A “Copy” window will appear.

WARNING: Do NOT attempt to run the Uninstall...Server.app on your own. Please contact the Support department for guidance. YOUR DATA WILL BE ERASED.

Click Replace.

Drag the STX disk image to Eject (trash).

Restoring from Backup: New/Temporary Server

WARNING: Do NOT proceed if you are subscribing to Online Services. Doing so will ruin the integrity of your STX data. You MUST contact the STX Software Technical Support team by calling 800.766.4778.

Open the Flash Drive disk image on the desktop by double-clicking. 

Double-click the saved backup file to start the restore process.

NOTE: If you have trouble restoring from the file on the flash drive, drag the backup file to the desktop first and then double-click the backup file to start the restore process.

If you have not yet installed the STX Server software, please follow the steps in the previous pages to install the STXServer.pkg file.

If you have already installed the STX Server software, an “STX Restore” window will appear.

Enter Company and License Key information contained in the new license email you received.

Both Company and License Key can be copied and pasted into the appropriate fields from the email. 

Click Continue.

Click OK to restore the database. 

Click Cancel to leave the database untouched.

When the file verification succeeds, click Restore

Click Restore to restore the database. 

Click Cancel to leave the database untouched.

Type the OS X administrator name and password. 

Click OK.

Status of the data restore will appear. 

The word Restored will appear in the lower left-hand corner once the data restore is complete. Do NOT click the Restore button.

Go to the STXRestore menu and select the Quit STXRestore option. 

Eject the flash drive by clicking the eject symbol, or by dragging the disk image from the desktop to the trash.

Your STX data has now been restored onto the new / temporary server. 

It is now safe for you to launch STX on the server computer and log in. 

Due to changes in the Mac OS X and STX Software, it might be necessary to confirm the installation upon the initial launch. An alert will appear when launching STX the first time after installing the software. To confirm the developer identity, go to the Apple menu and select System Preferences.

Click the Security & Privacy icon and go to the General tab. In the lower right-hand corner, you will see the Open Anyway button. Click Open Anyway. Close the System Preferences screen and continue with launching the STX software. The Login screen will appear.

NOTE: When you launch STX for the first time after restoring onto a new / temporary server, you will be asked to enter the STX License Key. 

Enter Company and License Key information contained in the new license email you received. Both Company and License Key can be copied and pasted into the appropriate fields from the email. Click Continue.

STX Login

Logging in for the first time after installing the STX software will require a password change.

Changing the password (OWNER or employee) is required in order for the STX software to remain PCI Compliant for electronic credit card processing. 

Whether or not you are currently processing credit cards through the STX software, the password change requirement will still exist. 

Due to credit card compliancy requirements, the process of changing the password will be repeated on a regular basis.

After restoring the data, launch the STX software. The Login screen will appear.

NOTE: If you are logging in using the OWNER password, be sure to remember what you are changing it to. For the protection of your STX data, do not tell anyone else what the new OWNER password is.

Immediately after logging in, either with OWNER or employee password, an expired password screen will appear.

Type the New Password and again to verify the new password. 

Click Change Password.

Passwords must be 7 or 8 characters in length and contain a mix of letters and at least 1 non-alphabetic character. Note: You may not ever reuse an old password.

If you did not enter the same password twice, an alert will appear. Be sure to enter the exact same password in both fields.

Enter a valid Email Address or Mobile Phone Number to recover your OWNER password in the event you have forgotten what it is.

Click Change Password when finished.

Use the Owner Password Settings screen to change the OWNER password at any time. 

Go to Setup, and then to the Password option.

An Owner Password Settings screen will appear.

Enter Current Password.

Enter New Password, and again to Verify Password.

Enter a valid Email Address or Mobile Phone Number to recover your OWNER password in the event you have forgotten what it is.

If you are having your original server repaired, follow the same steps as detailed above to restore the STX data back onto the original server. 

If the original server is going to become a workstation, you will need to remove the STX Server files from the original server computer. Important: Verify the STX data is valid on the new Server before proceeding with the following steps.

Removing Server Components: Original Server

Open a new Finder window.

  • Select the Hard Drive.

  • Open the Applications folder.

  • Look for and throw away the following applications:

    • STX

    • STXRestore

In the Finder window, select the Hard Drive.

  • Open the folder named Library.

  • Look for and throw away the folder named ST.

    • Enter the Admin User Name and Password.

  • Look for and open the folder named StartupItems.

  • Look for and throw away the folder named STXServer.

    • Enter the Admin User Name and Password.

  • Close the Finder window. 

  • Go to the Apple menu and select Restart

  • Once the computer is restarted:

    • Go to the Finder menu and select Empty Trash.

    • Click the Empty Trash button.

  • Launch STX and select the new server name.

Updating STX: Workstation Computers

If the version of STX installed on the new Server is NEWER than the version you had been using, it will be necessary to update each of the workstation computers to the same version used on the new Server. Repeat these steps for each Workstation computer.

  • Insert the Flash Drive used on the new Server computer to download the most recent version of the STX Software. 

  • Double-click the flash drive disk image to open.

  • Find the downloaded STX-#.#_v#.###.dmg file and double-click to open. 

Read, print, or save the Software License Agreement. Click Agree

An STX window will open.

Do NOT open the item named STXServer.pkg.

Installation of this item is reserved for the server computer only. 

WARNING: Do NOT attempt to run the Uninstall...Server.app on your own. Please contact the Support department for guidance. YOUR DATA WILL BE ERASED.

Follow the screen directions for dragging the STX application to the Applications folder. 

Do this directly on the screen. The Copy window will appear.

Click Replace.

Drag the STX disk image to Eject (trash).

It is now safe for you to launch STX on the workstation computer and log in. 

Continue upgrading all other workstation computer(s).

Click the STX icon in the Dock to launch the STX application. If this is the first time launching the STX application on the workstation computer after the new / temporary Server computer is in place, the following alert will appear. 

Click Choose Another Server

The new / temporary Server will be listed in the Local Servers list. 

Highlight the new / temporary server and click OK

Login with the Employee ID and Password previously used to log into the STX data.

Drag the STX disk image to Eject (trash).

Eject the flash drive by clicking the eject symbol, or by dragging the disk image from the desktop to the trash.

Repeat these steps for each workstation computer until all are updated.

STX and iOS Device

If you are using the STX app on an iOS device, you will need to pair each device with the new server. 

Go to STX > Setup > Devices

  • Delete each device listed

  • Launch the STX app on an iOS device

  • The device will ask for a pairing string

  • In STX > Setup > Devices, click the Pair button

  • Enter the string that appears on the iOS device

You should now be able to log into the STX app on the iOS device.

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