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Knowledgebase : Sales Info > Systems/Hardware

Microsoft RMS 2.0 and POS 2009 has been tested by MS Dynamics with Windows 10 without any reported issues other than 1) same touchscreen problem reported for POS lanes running Windows 8 (i.e., cursor control and numeric pad issues in POS screen when run in tablet mode), plus 2) keyboard macros in POS are not fully supported (OS issue), and 3) Windows Update can affect the RMS install log (requires a reinstall of RMS to fix using CD installer). WARNING: Verifone 1000se PIN pads should be replaced with EMV compliant devices along with a PCI compliant plug-in to process credit cards).  

DRS Help Desk recommends RMS version 2.0.100x and higher on Windows 7/8/10. To verify the version you are running see Store Operations Manager, Help, About. SQL Server 2005 can work if the required Service Pack is installed. However, the required version on Windows 8/10 is SQL Express 2008 R2 especially if you are close to the 4G limit in 2005.

Windows 10 was a free upgrade for Windows 7/8 users until July 29th, 2016. However, the free upgrade page continues to work (search for "Windows 10 free" on CNet or similar how-to articles). New PCs will have Windows 10 pre-loaded with compatible drivers. Old hardware may not be compatible or suffer performance issues after a Windows 10 upgrade.

Windows 7 was Vista fixed. Windows 10 is Windows 8 fixed. ;-) Keep in mind Windows 10 is a continually updated service, not configurable Windows Updates as in past editions. You want the Pro edition (for business) not the Home Edition (for consumers). The Pro version is installed during the upgrade as long as Windows 7/8 Pro is your current OS.

XP/Vista users: If you been wary of upgrading your PCs due to the OS shock, Windows 10 is for you (no learning curve). However, many older XP PCs cannot be upgraded to Windows 10 due to hardware issues. The exception is a PC that included Windows 7 Pro originally with a downgrade to XP Pro or Vista Business. Most Windows 7 PCs can be upgraded to Windows 10, but Microsoft does not guarantee all hardware drivers are supported as that is up to the driver manufacturer. If you do have an XP/Vista PC that includes a Windows 7 factory restore option, you'll need to install that first before upgrading to Windows 10. RMS and associated files will need to be reinstalled after the upgrade using the CD installer (not the RMS download installer). 

TIP: Don't carry your old baggage from XP/Vista to Windows 10 such as Norton or 3rd party anti-virus and security tools. Windows 10 has all the security you need built in and enabled by default. Unless you are a power user who relies on extensions, we also suggest you consider retiring Firefox as your browser and evaluate Chrome or the new Edge browser in Windows 10. 

IMPORTANT: If you do elect to upgrade a Windows 7/8 PC to Windows 10, select the option to retain everything. Do not wipe the drive and start over.

Windows 7 users: Windows 7 Pro remains a viable platform for POS lanes due to 100% compatibility with all potential peripheral drivers and RMS add-ins, plus full support for all touchscreen options in POS. There is no compelling reason to upgrade a dedicated register lane station which operates in POS all day long. However, with MS support for Windows 7 ending in January 2020 you'll want to lock down the OS by then (no active browser, no email processing, plus a 3rd party security app supporting Windows 7 after that date). Windows 10 is a clear improvement for back office PCs or workstations where you frequently multi-task and run applications other than RMS. The shock of the touch-centric Modern UI introduced in Windows 8 is gone and the familiar desktop functions of Windows 7 are back -- and improved. See this overview article for pros and cons: http://www.infoworld.com/article/2953655/microsoft-windows/windows-10-review-hold-off-if-you-use-windows-7.html
TIP: Run Device Manager after upgrading and verify all devices are running compatible drivers (no exclamation point or red X indicator). If required, click on the problem entry and search for an updated driver.

Windows 8 users: By all means upgrade to Windows 10 keeping in mind updates are required not optional. The upgrade process takes an hour plus on most PCs; longer if you also need to upgrade SQL Server afterwards. All objections Windows 7 users had moving to Windows 8 have been resolved whether you run with a touchscreen monitor or keyboard/mouse only. Windows 10 really is Windows 8 fixed with some slick new features. For example, the Start menu is back (and improved), Modern UI apps (from Microsoft Store) do NOT take over the screen by default or require corner swipe/mouse drag to close, and the annoying Charms are replaced with easy access to Settings (new app), and more. Plus there is Virtual Desktop for power users (create multiple desktops and flip between them).

WARNING: If you are replacing a POS lane PC with a new Windows 10 CPU, make sure the replacement PC includes any legacy ports required for peripherals such as receipt printer, pole display, PIN pad, barcode printer, etc. Those devices may require a COM port or parallel port card (do NOT try using a USB cable adapter). Also note that Windows 10 does NOT currently support all RMS add-ins designed for use at POS lanes. Most notably this includes some EMV plug-in software. To ensure 100% compatibility of hardware drivers and add-ins for POS, stick with Windows 7 Pro.
WARNING: Verifone 1000se PIN pads and older PIN pads should be replaced with EMV compliant devices along with a PCI compliant plug-in to process credit cards. 

Windows 10: When installing RMS on a PC already running Windows 10, you should first install SQL Server Backward Compatibility (BC) before installing RMS. Also make sure to install RMS using the CD install files, not the download installer.
32 bit BC installer:  www.digitalretailer.com/files/SQLServer2005_BC.msi 
64 bit BC installer:  www.digitalretailer.com/files/SQLServer2005_BC_x64.msi 
Make sure Windows Updates are current after installing BC and RMS.
Once the CD version of RMS is installed you must also install any required hot fixes and service packs to match the version of RMS you are currently running. See Manager, Help, About for version/build.
Also see this article: http://help.digitalretailer.com/Knowledgebase/Article/View/492/0/database-connection-error-after-windows-10-upgrade-on-server-windows-10-issues

There have been a few compatibility issues reported to date and MS Dynamics will not offiically support RMS on Windows 8 unless CU5 (latest service pack) is installed. If you do not qualify for this update (active RMS maintenance plan), you should not purchase a Windows 8 PC.

If you plan to run a POS lane with touchscreen options enabled, you should not purchase a Windows 8 PC. Some POS screen forms do not work with the Windows 8 multi-touch interface. It is an OS issue that cannot be resolved with a RMS update.

The current recommended platform for RMS is Windows 7 Professional; 32 bit for POS lanes to ensure compatibility with all possible drivers and add-ins; 64 bit okay on workstations and server.

Business class PCs will be available with Windows 7 Pro for at least 2 years.
If you are replacing hardware, contact our sales office for a quote. We offer Windows 7 Pro PCs preloaded with RMS, drivers, and extra ports for POS peripherals -- plus 3-3-3 warranty (parts, labor, onsite). Call 800-322-9471.

Also see: http://help.digitalretailer.com/Knowledgebase/Article/View/322/0/id-like-to-replace-or-upgrade-my-pc-with-a-new-one-what-are-system-requirements-for-a-new-pc-to-run-rms

Recommendations:

Unless you are in dire need of a new Windows 8 application from the Windows 8 Store, or wish your back office desktop meshed with your new Windows 8 smartphone/tablet/laptop, there is no reason to upgrade an existing PC to Windows 8. It won't help you run RMS and there are known compatibility issues. However, it would allow you to take advantage of a rapidly growing list of apps and utilities designed to run on the Window 8 ecosystem (smartphone to tablet to desktop).

The most likely use would be a Windows 8 Pro tablet (not RT) for running RMS Manager and functions such as inventory lookups or inventory counts. The POS module is not fully compatible with Windows 8 touchscreen operations. If you want to run a POS lane on a tablet, you need a Windows 7 Pro tablet.

If you not a "PC enthusiast", you will likely experience culture shock with Windows 8 layouts and procedures. "Metro" (now called Modern UI) is a substantial GUI rewrite of the Windows interface whereas prior versions of Windows were evolutionary in nature. In other words, you are going to be a bit lost until you get your bearings and adapt to new methods. Without a touchscreen, the Modern UI is clumsy to navigate with a mouse.

Whether you have a touchscreen or not, you're going to want to learn keyboard shortcuts like Windows-X and Windows-D to run the desktop. Or Windows-S to search for anything (local destkop and web). 

Note: Windows 10 was released on July 31st 2015. This OS version resolves all the objections to the new GUI introduced in Windows 8 and improves the user-experience all around. See this article for more info:
http://help.digitalretailer.com/Knowledgebase/Article/View/480/0/is-microsoft-rms-compatibile-with-windows-10

Bottom line: Most business users will spend 95% of their time in desktop mode running apps they are accustomed to. The Modern UI is better suited to browsing, reading/watching the news, or running apps from the Windows Store. If you are upgrading your business PCs from XP, you are best off moving to Windows 7 Pro. Windows 7 Upgrade Advisor The learning curve will be minor. Windows 8.1 is also an option with boot-to-desktop enabled. Windows XP to Windows 8.1 Upgrade 

Note: Very few older computers will be able to run Windows 8.1. Many older PCs can run Windows 7.

When purchasing a new PC to run Microsoft RMS, DRS recommends purchasing on with the following specifications:

Processor:Dual Core Processor 

Memory: 2-4G RAM

Operating System:

  • Windows 7 Professional: 32-bit recommended for POS lanes to ensure 100% compatibility with all add-ins and peripheral drivers; 64-bit is fine for back office PCs and server; recommend installing Office in 32 bit mode for compatibility with RMS
  • Windows 8.1 (not recommended for POS lanes that require full touchscreen functions)
  • Window Vista Business Edition; required SP1 patch (contact our support team)
  • Windows XP Professional SP3 -- RMS IS NO LONGER SUPPORTED ON XP; MS support ended April 8th 2014

Also please make sure that your new PC has the required legacy ports if necessary. These are commonly referred to as Serial or Parallel ports. These ports are typically used by devices such as older barcode label printers, debit pinpads and receipt printers, pole displays, and scanners.

**DRS offers replacement CPUs pre-loaded with RMS, drivers, and any required legacy ports. For details contact our sales office at 800-322-9471 or view current entries at: http://store.digitalretailer.com/Hardware-CPUs/ 
Please note PCs purchased elsewhere will require PPI (pay per incident) support for system setup. **

Click here to view our Windows 7/8 compatability article with links to utilities to run on your old PCs.
Click here to view our Windows 10 compatability article.

WARNING: You should NOT mix 32 bit and 64 bit PCs as POS lanes or add-ins designed for POS may not work correctly. Keyboard macros in POS do not work with Windows 7 unless UAC is disabled (not recommended) and macros do not work at all with Windows 8.

SQL WARNING: There is no need to install SQL Server on any PCs other than the database server, or a backup server, or a POS lane that will be run in offline terminal mode. On PCs where SQL is not installed, you should install SQL 2005 Backward Compatibility (32 bit or 64 bit depending on OS installed).
Do NOT install SQL 2012 Express (not currently supported without CU5 and problem reports on file).
Windows 7: Install SQL 2005 (bypass warnings), then run Windows Updates (SQL SP3), then create instance using RMSsample db, then upgrade instance to SQL 2008 R2 (if required for 4G+), then restore your RMS db.
Windows 8: Requires SQL 2008 R2.

Detailed requirements for RMS are also posted on our website's software page:  http://www.digitalretailer.com/software

Also see: System requirements for Microsoft Dynamics Retail Management System (note WARNING above)

If you have any questions regarding specifications, please feel free to contact our sales team at 800-322-9471.

The Physical Inventory module included with RMS is designed to quickly process inventories for all or selected products. To utilize this feature to your best advantage you should take spot inventories year round.

While the Physical Inventory module includes the option to print worksheets for counting or enter counts onscreen, it is far easier and faster to use a portable reader to scan and record counts then import the data from the handheld into RMS.

Your options include smartphone/tablet, a PDT (portable data terminal), PDA (personal digital assistant), and wireless options (RF and Wi-Fi). Prices range from less than $200 to over $3000 depending on features and whether you need industrial versions or wireless options.

For a low cost smartphone/tablet solution visit:  http://www.stevenscreek.com/onhand.htm
Please note we do not support this solution other than to assist with importing the files created and downloaded to your desktop. You'll want to configure the On Hand app to create a flat text file consisting of your scan (Item Lookup Code or UPC/GTIN), count quantity, and optionally a date/time stamp. Example:  
ABC1234,14 
or
ABC1234,14 12:43 11-23-2013
with a separate line for each item counted.
This file can then be imported into the Physical Inventory worksheet created in RMS.

If you only require a handheld for occasional inventories or cycle counts, the lowest cost will be the On Hand app above paired with your smartphone or tablet. For faster scans consider an optional bluetooth scanner (search Amazon or eBay). Next step up is a single-use industrial PDT. At the top end are wireless units with a software required interface to RMS to perform multiple functions (not just physical inventories).

Single use PDT:  http://store.digitalretailer.com/Handheld-Data-Collector-788/

Another low cost option is to deploy a wireless laptop or tablet running Windows 7/8. In this case you simply run Physical Inventory directly in RMS on the wireless device with a USB or bluetooth scanner. You'll scan items directly into the PI worksheet.

Industrial versions of PDT/PDAs have to survive drop tests to concrete floors (warehouse use) and other abuse. The lighter versions are designed more for light duty or occasional use. PDAs include an operating system such as Windows CE, Windows Mobile, or Pocket PC. Additional software is required. PDTs include built-in programming on memory chips for their particular functions. 

We only sell and support Cognitive printers. While we also provide labels formats for Zebra printers, there are problem reports on file for skipped labels or missing information on labels when printed in quantity.

For DT (direct thermal) printing on heat sensitive label stock we recommend 2" Cognitive Advantage DT:
http://store.digitalretailer.com/Direct-Thermal-2%22-Barcode-USB-414/

For TT (thermal transfer) printing on standard labels with wax ribbon transfer we recommend 2" Cognitive Advantage TT:
http://store.digitalretailer.com/Thermal-Trans-2%22-Barcode-USB-625/

Whether you prefer TT over DT depends on desired shelf life and sun/rain exposure.
TT labels are weather resistant and last for years.
DT labels will fade over time with a brownish tint with sun exposure.

If your products are displayed indoors only, a DT printer with DT label stock is less expensive and easier to use than a TT printer which requires a separate printer head for the wax ribbons.

Standard label stock for 2" Cognitive printers:
DT labels -- http://store.digitalretailer.com/Supplies-Barcode-Supplies/?subcategory=Direct-Thermal
TT labels and ribbons -- http://store.digitalretailer.com/Supplies-Barcode-Supplies/?subcategory=Thermal-Transfer
IMPORTANT: Most labels use permanent adhesive so they cannot be removed from products. If you prefer removable labels they are available by request. However, be aware removable labels can result in label switching by unscrupulous consumers. 

Connection type: We recommand USB as long as a port is available on the PC. Parallel and serial printers are also available for legacy port PCs. However, you should only order this type of connection if replacing a printer on a PC with no USB ports.

Label formats in RMS: The default label formats are 1"x2.3" Cognitive printers and 1.25"x2.25" for Zebra printers. Anything smaller won't contain the full descriptions possible in RMS, or scannable barcode, or information like reg. price/sale price. While you can create custom labels formats in RMS using the Label Designer in Store Operations Manager, this feature is designed to be used with sheet-fed labels on a laser printer. WARNING: Custom labels created in Label Designer can only be used in RMS, not DRS add-ins like Power Ops or Serial Editor. 

Customizing direct command labels:  To view the default commands, open a label foramt in Notepad and note the command instructions listed at the bottom. Details are available in the printer documentation provided by Cognitive. Make sure to save any changes under a different label file name such as Label6.lbl. Otherwise the customizations will be lost whenever a RMS or DRS update is installed.

Printer driver: The label formats provided with RMS and DRS add-ins are "direct command" labels that require the Generic Text-only driver. We suggest you call this driver "Labels" when installing the driver and set it to shared so other workstations can access it. While the Cognitive Windows driver may also be installed, it is only used for programming the printer or calibration.