centralplatform - Server Installation Checklist
1. Deployment Information
Fill in before starting the installation. This section becomes the permanent record for this restaurant.
Restaurant Name | |
Restaurant Address | |
City / Region | |
Contact Person | |
Contact Phone | |
Contact Email | |
Guestit Account ID | |
Installation Date | |
Technician(s) | |
Server Serial Number | |
Server Model | Dell PowerEdge / Dell OptiPlex (circle one) |
Windows License Key | |
SQL Server Edition | Express / Standard (circle one) |
Static IP Assigned | |
Router Brand / Model | |
ISP Provider | |
Internet Speed (up/down) |
2. Pre-Installation Checklist
Verify all items below BEFORE traveling to the restaurant site. Missing items cause delays and return visits.
☐ | Step | Task Description | Status | Notes |
A. Hardware Preparation | ||||
☐ | A1 | Dell server unit packed and tested in office | ||
☐ | A2 | Power cables (server + monitor) packed | ||
☐ | A3 | Network cable (Cat6, min 5m) packed | ||
☐ | A4 | USB keyboard + mouse packed (for initial setup) | ||
☐ | A5 | HDMI / VGA monitor cable packed | ||
☐ | A6 | USB drive with Guestit installer + SQL backup | ||
☐ | A7 | Thermal receipt printer (test print completed in office) | ||
☐ | A8 | NFC card reader (if applicable) | ||
☐ | A9 | POS terminal(s) charged and configured | ||
B. Software Preparation | ||||
☐ | B1 | Windows Server / Windows 10 Pro licensed and activated | ||
☐ | B2 | SQL Server installed and sa password documented | ||
☐ | B3 | Guestit POS 3 installer on USB (latest build number: ______) | ||
☐ | B4 | .NET runtime installed (version: ______ ) | ||
☐ | B5 | SignalR Hub configured and tested locally | ||
☐ | B6 | Restaurant database pre-configured (menu, categories, staff) | ||
☐ | B7 | Action One agent pre-installed for remote management | ||
☐ | B8 | Windows Defender configured (Guestit folders excluded) | ||
☐ | B9 | Automatic Windows Updates set to manual/scheduled | ||
C. Site Confirmation (call restaurant 24h before) | ||||
☐ | C1 | Internet connection active and working | ||
☐ | C2 | Dedicated power outlet near server location confirmed | ||
☐ | C3 | Server placement location confirmed (dry, ventilated, secure) | ||
☐ | C4 | WiFi network name + password obtained for tablets | ||
☐ | C5 | Restaurant manager available on installation day | ||
☐ | C6 | Estimated installation window communicated (3-5 hours) | ||
3. On-Site Server Installation
Execute each step in order. Do not skip steps. Mark each checkbox as you complete it.
☐ | Step | Task Description | Status | Notes |
D. Physical Setup | ||||
☐ | D1 | Unpack server and place in designated location | ||
☐ | D2 | Connect power cable and verify power LED | ||
☐ | D3 | Connect Ethernet cable from server to router/switch | ||
☐ | D4 | Connect monitor, keyboard, mouse for initial config | ||
☐ | D5 | Boot server and verify BIOS settings (boot order, time) | ||
☐ | D6 | Connect receipt printer via USB and verify driver loads | ||
☐ | D7 | Connect NFC reader (if applicable) and verify in Device Manager | ||
E. Network Configuration | ||||
☐ | E1 | Assign static IP address to server (IP: ___.___.___.___ ) | ||
☐ | E2 | Configure subnet mask: 255.255.255.0 | ||
☐ | E3 | Set default gateway to router IP | ||
☐ | E4 | Set DNS to 8.8.8.8 / 8.8.4.4 (or local DNS) | ||
☐ | E5 | Verify internet access: ping google.com from server | ||
☐ | E6 | Configure Windows Firewall: open ports 1433 (SQL), 5000 (API), 5001 (SignalR) | ||
☐ | E7 | Test port accessibility from another device on the network | ||
☐ | E8 | Configure router port forwarding if remote access needed | ||
F. SQL Server Setup | ||||
☐ | F1 | Verify SQL Server service is running | ||
☐ | F2 | Verify SQL Server Browser service is running and set to Auto | ||
☐ | F3 | Enable TCP/IP protocol in SQL Server Configuration Manager | ||
☐ | F4 | Set TCP port to 1433 in SQL Config Manager | ||
☐ | F5 | Restart SQL Server service after config changes | ||
☐ | F6 | Test SQL connection locally: sqlcmd -S localhost -U sa -P ****** | ||
☐ | F7 | Restore restaurant database from backup (DB name: Guestit_[RestaurantID]) | ||
☐ | F8 | Verify all tables exist: run SELECT COUNT(*) FROM INFORMATION_SCHEMA.TABLES | ||
☐ | F9 | Create Guestit application user with db_owner role | ||
☐ | F10 | Configure SQL Server backup schedule (daily, 3:00 AM) | ||
G. Guestit Application Deployment | ||||
☐ | G1 | Install Guestit POS 3 from USB installer | ||
☐ | G2 | Configure appsettings.json: connection string, SignalR URL, API port | ||
☐ | G3 | Run database migration script if needed (dotnet ef database update) | ||
☐ | G4 | Start Guestit API service and verify startup logs (no errors) | ||
☐ | G5 | Start SignalR Hub and verify WebSocket connection | ||
☐ | G6 | Register Guestit services as Windows Services (auto-start on boot) | ||
☐ | G7 | Open POS 3 application and login with admin credentials | ||
☐ | G8 | Verify menu items load correctly (compare with CMS data) | ||
☐ | G9 | Verify staff accounts can login (test 2 staff accounts) | ||
☐ | G10 | Verify printer configuration: print test receipt | ||
4. Tablet & Peripheral Setup
Configure all tablets and peripheral devices after the server is confirmed working.
☐ | Step | Task Description | Status | Notes |
H. Tablet Configuration | ||||
☐ | H1 | Connect tablet to restaurant WiFi network | ||
☐ | H2 | Install Guestit Tablet Menu app from APK/Store | ||
☐ | H3 | Configure server IP address in tablet app settings | ||
☐ | H4 | Test SignalR real-time connection (order appears on KDS within 3 sec) | ||
☐ | H5 | Verify full menu loads with images and prices | ||
☐ | H6 | Place test order from tablet and confirm on POS | ||
☐ | H7 | Test NFC payment (if applicable): tap, confirm, receipt prints | ||
☐ | H8 | Set tablet to kiosk mode (lock to Guestit app) | ||
☐ | H9 | Repeat H1-H8 for each additional tablet (total tablets: _____ ) | ||
I. Kitchen Display System (KDS) | ||||
☐ | I1 | Mount KDS screen in kitchen (verify line of sight from cook station) | ||
☐ | I2 | Connect KDS device to WiFi or Ethernet | ||
☐ | I3 | Install Guestit KDS app and configure server connection | ||
☐ | I4 | Configure order routing rules (which items go to which KDS screen) | ||
☐ | I5 | Place test order: verify order appears on correct KDS screen | ||
☐ | I6 | Test bump function: mark order complete on KDS, verify POS updates | ||
☐ | I7 | Verify audio alert plays when new order arrives | ||
☐ | I8 | Test screen auto-recovery after power cycle | ||
J. Receipt Printer(s) | ||||
☐ | J1 | Verify printer connected and powered on | ||
☐ | J2 | Print test receipt from POS (check: logo, items, price, total, footer) | ||
☐ | J3 | Verify paper roll loaded and spare rolls left with restaurant | ||
☐ | J4 | Configure kitchen printer (if separate from receipt printer) | ||
☐ | J5 | Test auto-cut function on thermal printer | ||
5. Full System Test
Run the complete order-to-receipt cycle. Every single step must pass before signing off.
☐ | Step | Task Description | Status | Notes |
K. End-to-End Order Flow Test | ||||
☐ | K1 | Create new order on POS terminal | ||
☐ | K2 | Add 3+ items from different categories | ||
☐ | K3 | Verify order appears on KDS within 3 seconds | ||
☐ | K4 | Bump order on KDS and verify POS status changes to 'Ready' | ||
☐ | K5 | Process cash payment on POS and print receipt | ||
☐ | K6 | Process card/NFC payment on POS and print receipt | ||
☐ | K7 | Open cash drawer (if applicable) and verify it opens | ||
☐ | K8 | Void an order and verify it disappears from KDS | ||
☐ | K9 | Apply discount to order and verify receipt shows discount | ||
☐ | K10 | Split bill between 2 payments and verify both receipts | ||
L. Tablet Order Flow Test | ||||
☐ | L1 | Place order from tablet menu (guest-facing) | ||
☐ | L2 | Verify order appears on POS AND KDS simultaneously | ||
☐ | L3 | Complete order from POS and verify tablet updates | ||
☐ | L4 | Test tablet order with special instructions / notes | ||
M. Stress & Recovery Tests | ||||
☐ | M1 | Place 5 orders in rapid succession (all appear on KDS?) | ||
☐ | M2 | Disconnect server from network for 30 sec, reconnect (auto-recovery?) | ||
☐ | M3 | Restart the server and verify all services auto-start | ||
☐ | M4 | Verify SignalR reconnects automatically after server restart | ||
☐ | M5 | Simulate printer paper-out: verify error shows on POS | ||
6. Remote Access & Monitoring
Configure Action One and verify remote management before leaving the site.
☐ | Step | Task Description | Status | Notes |
N. Action One Remote Management | ||||
☐ | N1 | Verify Action One agent is running and connected to dashboard | ||
☐ | N2 | Test remote desktop connection from support laptop | ||
☐ | N3 | Verify server appears in Action One portal with correct restaurant name | ||
☐ | N4 | Schedule automatic Windows Updates (every Sunday 4:00 AM) | ||
☐ | N5 | Set up server health alerts (CPU > 90%, disk > 85%, service stopped) | ||
☐ | N6 | Verify SQL Server backup job runs and backup file is accessible | ||
☐ | N7 | Document server credentials in secure password vault | ||
7. On-Site Staff Training
Spend minimum 30 minutes with restaurant staff. Every person who will use the system must complete this.
☐ | Step | Task Description | Status | Notes |
O. Manager Training (30 min) | ||||
☐ | O1 | Login/logout procedure on POS | ||
☐ | O2 | End-of-day closing procedure (Z-report, cash count) | ||
☐ | O3 | How to void/cancel an order | ||
☐ | O4 | How to apply discounts and handle refunds | ||
☐ | O5 | Where to find daily sales reports | ||
☐ | O6 | How to add/edit staff accounts | ||
☐ | O7 | Basic troubleshooting: restart POS, restart printer, check internet | ||
☐ | O8 | Emergency contact: Guestit Support phone + email provided | ||
P. Server/Waiter Training (20 min) | ||||
☐ | P1 | How to take an order on POS | ||
☐ | P2 | How to modify an existing order (add/remove items) | ||
☐ | P3 | How to process payment (cash + card) | ||
☐ | P4 | How to print receipt | ||
☐ | P5 | How to transfer order to another table | ||
☐ | P6 | How to handle split bills | ||
Q. Kitchen Staff Training (15 min) | ||||
☐ | Q1 | How to read orders on KDS screen | ||
☐ | Q2 | How to bump (mark complete) orders on KDS | ||
☐ | Q3 | What the different order colors/timers mean | ||
☐ | Q4 | What to do if KDS screen freezes (power cycle procedure) | ||
8. Installation Sign-Off
Both the Guestit technician and the restaurant manager must sign below to confirm the installation is complete and all systems are working.
Installation Start Time | |
Installation End Time | |
Total Duration | |
All Checklist Items Passed | YES / NO (circle one) |
Items Not Completed (list) | |
Follow-Up Required | YES / NO (circle one) |
Follow-Up Description | |
Follow-Up Scheduled Date |