After installing, log in to OnSite on the computer running OnSite Server and let the Setup Assistant guide you through the first steps of your configuration.
If you want to connect to the computer running OnSite Server from another computer on your network, drag the application Lightspeed OnSite from the Applications folder of your OnSite Server computer to the Applications folder of the connecting, or client, computer, and log into the client.
About IPs and ports
After installation, OnSite Server is accessible on a port. The default port is 9630. However, if you have installed a demo and a licensed copy on the server, the port of your licensed database can be 9630 or higher. If you are accessing your database through an IP address on a server with multiple databases installed, you must add a colon and the port number after the IP of the computer running Lightspeed OnSite Server.
Example: 127.0.0.1:9631 (on server), 10.40.28.34:9631 (on client)
To log into OnSite Server
- Launch Lightspeed OnSite.
- Click Servers.
- If Bonjour is enabled, click Bonjour and select the appropriate Lightspeed OnSite Server. If Bonjour is not enabled, or you prefer to specify your Lightspeed OnSite server by its IP, click Custom and enter 127.0.0.1 in the Address field. See the example note below if specifying a particular port is required.
- Click Connect.
To log into OnSite client
- Launch Lightspeed OnSite.
- Click Servers.
- If Bonjour is enabled, click Bonjour and select the appropriate OnSite Server on your LAN. If Bonjour is not enabled, or you prefer to specify your OnSite server by its IP, click Custom and enter the internal IP of the server computer in the Address field.
- Click Connect.
About logging in remotely
Recent requirements by the Payment Card Industry Security Standards Council led by VISA and MasterCard have been put in place to promote enhanced payment card security and decrease fraud for merchants that process credit and debit requirements. These requirements (known as the PCI Data Security Standard, or PCI-DSS) also extend to software vendors such as Lightspeed, in the form of a Payment Application Data Security Standard, or PA-DSS.
To ensure data security in line with the requirements laid out by PCI-DSS requirements, Lightspeed recommends the use of a VPN with two-factor authentication to facilitate remote access to Lightspeed OnSite. For information about VPNs, contact a network specialist in your area. PA-DSS requirements prohibit Lightspeed from providing assistance about network configuration or remote access.
After you install OnSite for the first time a Setup Assistant appears that guides you through the first steps of your configuration. The Setup Assistant appears when you close the Welcome screen.
You can change the information you entered in the Setup Assistant anytime afterward in OnSite from Tools > Setup.
Step 1. Company Info: Enter your company name, contact info, and billing/shipping addresses
Step 2 - Company Logo: Add a 192x192 pixel logo in .png or .jpg format that will appear on your printed sales documents and receipts.
Step 3 - Tax Types: Enter the names of the taxes you will charge on your sales documents. For example, AZ or City.
Step 4 - Tax Rates: Set rates for the tax types you have named in the previous step. For example, 5.25 for AZ.
Step 5 - POS Mode: Whether the POS will launch in Scan mode or Button mode. Scan Mode is for larger product databases that use barcode scanners to create Invoices. Button Mode is for retailers with a smaller number of popular Products (10-200) who want to create Invoices using the nested, drill-down categories outlined in the POS document.
Step 6 - POS Logo: Add a 255 x 140 pixel logo in .png or .jpg format that will appear in the POS screen in the top right corner.
Step 7 - Change Admin Password: Lets you change the main Administrator password from the default (admin). Important: Do not forget your admin password, as it cannot be retrieved, and you will not be able to log into OnSite.
Step 8 - Create New User Account: Set up a user account, including username and password.
Important: Don't get locked out! After you log in for the first time, we highly recommend that you create an additional administrator user account. It is very important to have more than one administrator account in case of password loss. PCI compliance also requires users to change the default administrator username and password after logging in for the first time. Treat your administrator password like the keys to your physical store. If your password is lost, Lightspeed Support can retrieve it but it can take up to two business days.