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Contents
Title and Copyright Information
Preface
1
Introduction to Simphony
2
Getting Started
3
Enterprise
Enterprise Organization
Inheritance and Overrides
Configuring Permissions for the Enterprise
Adding Languages
4
Log File Management
Modifying the Default Log Archive Purge Settings for Application Services
Enabling Log Archiving for Workstations
5
Client Application Loader (CAL)
CAL Package Deployment
Configuring CAL Package Permissions
Allowing Employees to Install and Authenticate POS Clients and Service Hosts
Configuring CAL Packages
Resizing the Initial Workstation Database
Changing a Custom CAL Package
CAL Deployment Order
Adding a Deployment Schedule for the Current CAL Package
Adding a Deployment Schedule for a Group of CAL Packages
Configuring the Deployment Schedule to Install CAL on Workstations
Viewing CAL Package Deployment Schedules
Changing a CAL Package Version
Viewing, Reloading, and Saving CAL Package Contents
Manually Deploying CAL Packages
Updating CAL Client Workstations
Distributing CAL from a Property Application Server
Configuring the Distributed CAL (DCAL) Server
Changing the CAL Server Location
Moving the DCAL Server to Another Service Host
Configuring a DCAL Download Schedule
Reviewing the DCAL File Download Status
Pairing a New Workstation With a DCAL Server
6
Distribution
Configuring Distribution Privileges
Distributing Properties and Revenue Centers
Distributing Records
Distribution Based on Source, Destination, and Selected Options
7
Properties
Adding a Property
Adding a Revenue Center
Configuring a Revenue Center Group
8
Zones
Creating Zones
9
POS Workstations
Overview of Adding a Workstation
Adding a Workstation
Configuring Workstation Transaction Settings
Setting Offline Transaction Posting Time
Configuring Workstation Security
Configuring the Barcode Scanner on the Oracle MICROS Tablet 720
Configuring the Magnetic Stripe Reader on the Oracle MICROS Tablet 720
Allowing Employees to Install and Authenticate POS Clients and Service Hosts
Installing the CAL Client on the Windows Device
Initiating CAL Authentication on the Windows Device
Integration with the Android Mobile Operating System
Android Devices and Versions
Android Functionality Support
Android Network Requirements
Android Payments
Workaround for Android Lollipop 5.0.2 and 5.1
Configuring the Android Device
Configuring the Android Device as a Workstation
Setting the CAL Package for the Android Device
Installing the Client Application Loader (CAL) on the Android Device
Installing the Simphony Service Host on an Android Device
Viewing and Editing Simphony Android Files
10
Translation for Internationalization
Obtaining the Translation Files
Overview of Configuring Language Translation
Configuring Translation Privileges
Adding Languages
Loading Workstation Translations
Loading EMC Translations
Loading POS Core and Payment Translations
Translating Menu Item Records
Translating EMC Records
Translating Touchscreen Buttons
Setting Languages for the Property
Associating Languages to Employees
Setting the Default Language for a Workstation
Printing a Secondary Language on Guest Checks and Customer Receipts
Configuring Screen Language Buttons
Copying Translations from One Language to Another
Exporting a Translation File
11
Employees and Privileges
Creating Employee Roles
Creating Employee Classes
Adding an Employee
Deleting an Employee
Changing Employee Information
Configuring Employee Shifts
Configuring Employee Breaks
Clock-In and Clock-Out Cycles
Setting Clock-In and Clock-Out Cycles
Understanding Job Codes
Configuring Job Codes
Understanding Tip Tracking
Configuring Tip Tracking and Reporting
Configuring Tip Track Front of House Buttons
12
Payments and Currency
Types of Payment
Configuring Base Currency and Alternate Currency
Configuring Currency Conversions
Configuring the Cash Tender
Adding Payment Keys to the Transaction Page
Understanding Credit Card Tokenization
Loadable Payment Card Configuration Tasks
Loadable Payment Configuration Prerequisites
Universal Transaction Gateway for Shift4
Communication Methods for Fusebox Payment Card Driver
stunnel Installation Methods
Installing stunnel at a Single Host Location
Installing stunnel Through Simphony as a CAL Package
Configuring the CAPMS Payment Card Driver
Configuring the CAPMS Payment Module
Configuring the Dollars on the Net Payment Card Driver
Configuring the Dollars on the Net Payment Module
Configuring the Fusebox Payment Card Driver
Configuring the Fusebox Payment Module
Configuring the VisaD Payment Card Driver
Configuring the VisaD Payment Module
Configuring the Loadable Payment Card Device
Creating Front of House Loadable Payment Card Buttons
The Oracle Payment Interface (OPI)
Configuring the OPI Driver
Configuring the OPI Payment Module
Configuring the Default Payment Tender for OPI
Updating Credit Card Preambles for OPI
Configuring the OPI to Settle Transactions at the Start of Day (SOD)
Configuring an EOD Settlement Button
Credit Card Preambles for OPI
Distributing a Third-Party Credit Card Driver Package
Copying Third-Party Payment Driver Files
Creating a CAL Package for the Third-Party Payment Card Driver Distribution
Manually Installing Credit Card Certificates on Workstations
Understanding Credit Card Batching
Creating a Credit Card Batch
Editing a Credit Card Batch
Settling a Credit Card Batch
Understanding Pay at the Table
Configuring a Credit Card Tender
Credit Card Preamble
Credit Card Preamble Rules
Configuring Standard Credit Card Preambles
List of Standard Credit Card Preambles for the U.S.
Configuring Credit Card Voucher Headers and Trailers
Configuring the Room Tender
Configuring the OPERA PMS Payment Driver
Configuring the MICROS Standard Credit Card Payment Module
Configuring the Loadable PMS Payment Module
Configuring the Demo Payment
Setting the Front of House to Allow Pay at the Table
Configuring Email Receipts
Understanding Autosequence Events
Configuring Autosequence Events
Configuring the Autosequence Event Schedule
13
Taxes
Understanding Tax Rates and Tax Classes
Tax Parameters
Configuring Tax Parameters
Understanding Serving Periods
Configuring a Serving Period
Understanding Order Types
Configuring Order Types
Configuring Order Types as Subtotal Keys
Configuring Tax Rates and Classes
Understanding Tax Labels
Configuring Tax Labels
Printing Tax Rate Per Item
Configuring Tax Rates Per Item to Print on Guest Check, Customer Receipt and Journal
Configuring Workstation Number and Transaction Number to Print on Guest Check, Customer Receipt, and Journal
Surcharges
Configuring Surcharges
14
Discounts
Automatic Discounts
Understanding Automatic Discount Rules
Understanding Awarding Algorithms
Discount Award Types
Discount Exclusivity
Simple Exclusivity
Group Exclusivity
Menu Item Groups
Configuring Menu Item Groups
Configuring Discount Privileges
Configuring Discounts
Configuring Effectivity Groups
Understanding Automatic Discounts with Decimal Quantity Menu Items
Amount Off Examples
Amount Substitution Examples
Configuring Decimal Quantity Menu Items
Configuring a Combination Pricing Discount
Applying Discounts Using Condiments
Configuring the Condiment as the Trigger
Configuring Parent Menu Item Class Discounts
Configuring the Discount for a Condiment
Creating the Discount Button
Adding Discount and Service Charge Keys to the Transaction Page
15
Service Charges
Configuring Service Charges
Adding Discount and Service Charge Keys to the Transaction Page
Understanding Menu Item Fees
Configuring Menu Item Fees
16
Menu Items
Configuring Menu Item Functionality on the Workstation
Configuring Menu Item Availability for Multiple Definitions at the Workstation
Adding and Disabling Menu Items
Adding Menu Item Keys to the Transaction Page
17
Categorizing Menu Items into Groups
Configuring Major Groups
Configuring Family Groups
18
Menu Item Master Records
Configuring Master Records for Menu Items
19
Menu Item Classes
Configuring Menu Item Classes
20
Menu Item Definitions
Configuring Menu Item Definitions
Allowing Users to Override Restricted Menu Item Ranges
21
Menu Item Pricing
Configuring Menu Item Prices
22
Menu Levels
Setting Main, Sub, and Custom Menu Levels
Setting the Default Main and Sub Levels for Serving Periods
Configuring Auto Menu Levels
Setting the Default Menu Levels for a Revenue Center
Configuring Active Menu Levels for Menu Item Definitions
23
Sales Itemizers
Configuring Sales Itemizers
24
Screen Look Up (SLU)
Configuring Screen Look Ups for Menu Items
Configuring Screen Look Ups for Discounts
Configuring Screen Look Ups for Service Charges
Configuring Screen Look Ups for Family Groups
Configuring Screen Look Ups for Major Groups
Configuring Screen Look Ups for Custom Reports
Configuring Screen Look Ups for Open Checks
25
Number Look Up (NLU)
Configuring Number Look Ups for Discounts
Configuring Number Look Ups for Service Charges
Configuring Number Look Ups for Tender/Media Records
Configuring Number Look Ups for Main and Sub Levels
26
Weighed Menu Items
Configuring a Weighed Menu Item
Understanding Tare Weight
Setting the Tare Weight for a Menu Item
27
Menu Item Waste
Allowing Employees to Begin Waste Checks and Run Waste Check Reports
Configuring Waste Reasons
Configuring Waste Receipt Headers and Trailers
Hiding Price Details on Waste Checks
Creating the Declare Waste Button
Menu Item Waste Reports
28
Condiments
Condiment Groups and Condiment Sets
Configuring Condiment Groups
Creating Menu Item Classes for Condiment Groups
Creating Menu Item Master Records for Condiments
Configuring Condiment Sets
Assigning Condiments to Parent Menu Item Classes
Assigning Default Condiments to Parent Menu Items
Condiment Prefixes
Creating Condiment Prefix Menu Items
Creating Menu Items Classes for Prefixes
Activating Condiment Prefixes
Deactivating Condiment Prefixes
Configuring Touchscreen Buttons for Condiment Prefixes
Setting Condiment Appearance
Understanding the Popup Condiment Orderer
Configuring a Popup Condiment Orderer Page
Configuring a Revenue Center to Use the Popup Condiment Orderer
Configuring a Menu Item Class to Use the Popup Condiment Orderer
29
Menu Item Components
Components with Condiments
Creating Menu Item Components
Assigning Components to a Menu Item
30
Combo and Fixed Price Meals
Combo Meal Group Pricing
Placeholder Menu Items in Combo Meals
Creating Combo Meal Groups
Creating Combo Meals
Configuring Additional Combo Meal Settings
Creating Combo Meal Pages
Combo Meal Function Keys
31
Guest Checks
Configuring Guest Check Numbers
Configuring Guest Check Headers and Trailers
Creating a Tender to End the Current Service Round of Checks
Adding a Service Total Key to the Transaction Page
Understanding Fast Transactions
Configuring Fast Transactions
Understanding Full Seat Checks
Configuring the Workstation to Print Full Seat Checks
Creating a Full Seat Check Button
Splitting Off an Item
Configuring a Split Off Item Button
Conversational Ordering
Creating Menu Item Master Groups for Conversational Ordering
Configuring Menu Level Sets for Conversational Ordering
Configuring Menu Item Classes for Conversational Ordering
Configuring Menu Items for Conversational Ordering
Creating Front of House Buttons for Conversational Ordering
Configuring Employee Privileges for Automatic Check Firing
Configuring Automatic Check Firing
Understanding Suspend and Resume
Configuring Suspend and Resume
Creating a Suspend and Resume Button
Setting the Employee Auto Sign Out Period
Understanding Follow Me
Configuring Follow Me Checks
Order Handling on Open Checks
Holding and Sending Items to Order Devices
Setting the Service Total to Send Items to be Prepared While the Check Remains Open
Setting the Hold and Fire Option
Setting the Hold and Fire Tender Notification
Setting a Reminder for Items on Hold
Setting Checks with Items on Hold to End Current Service Round
Setting Check Handling with Held Items When Closing Checks
Configuring Item Hold Buttons
Team Service
Reports and Totals Posting for Team Checks
Enabling Team Service
Configuring Team Service Privileges
Configuring Revenue Centers to Delete Service Teams at the Start of Day
Adding Team Service Buttons
Printing Multiple Languages on Guest Checks and Customer Receipts
Configuring Right to Left Reading Languages
Creating a Print Language List Button
Creating Print Language Buttons
Allowing Employees to Manually Replay Checks through the Workstation
Check Add/Transfer
Allowing Employees to Add or Transfer Checks
Configuring the Add/Transfer Revenue Centers
Configuring Add/Transfer Buttons
32
Workstation Touchscreen Pages
Understanding Page Design
Configuring Function Keys
Assigning Default Touchscreen Pages
Changing the Appearance of Workstations and KDS Displays
Configuring Macros
33
Resetting Daily Totals
Start of Day
Start of Day Business Rules
Start of Day with Offline Workstations or Server
Configuring Start of Day
34
Updating POS Client Configuration
Setting the Database Update Frequency
35
Clearing Totals
Running the Clear Totals Operation
36
Check and Posting Service (CAPS)
Overview of CAPS Configuration Methods
CAPS Supported Software and Hardware
CAPS Configuration Tool
Prerequisite Products for CAPS
Overview of Setting Up CAPS as a Web Service on Microsoft Internet Information Services (IIS)
Configuring CAPS on Microsoft IIS with Oracle Database on Enterprise Server
Configuring CAPS Access
Configuring the Service Host for CAPS in EMC
Configuring CAPS with an Oracle Database
Configuring CAPS on Microsoft IIS
Configuring CAPS on Microsoft IIS with Oracle Database on Remote Service Host
Configuring CAPS Access
Configuring the Service Host for CAPS in EMC
Preparing the Server to Configure CAPS
Configuring CAPS with an Oracle Database
Configuring CAPS on Microsoft IIS
Configuring CAPS on Microsoft IIS with SQL Server Database on Enterprise Server
Configuring CAPS Access
Configuring the Service Host for CAPS in EMC
Configuring CAPS with a Microsoft SQL Server Database
Configuring CAPS on Microsoft IIS
Configuring CAPS on Microsoft IIS with SQL Server Database on Remote Service Host
Configuring CAPS Access
Configuring the Service Host for CAPS in EMC
Preparing the Server to Configure CAPS
Configuring CAPS with a Microsoft SQL Server Database
Configuring CAPS on Microsoft IIS
Upgrading Microsoft IIS CAPS
Upgrading Microsoft IIS CAPS on Enterprise Server
Upgrading Microsoft IIS CAPS on Remote Service Host
Configuring CAPS as a Windows Service with an Oracle Database
Configuring CAPS Access
Configuring the Service Host for CAPS in EMC
Preparing the Server to Configure CAPS
Configuring CAPS with an Oracle Database
Copying the Database Settings
Starting the CAPS Service
Configuring CAPS as a Windows Service with a Microsoft SQL Database
Configuring the Service Host for CAPS in EMC
Preparing the Server to Configure CAPS
Starting the CAPS Service
Optional CAPS Configuration Tasks
Configuring the Show Database Provider Button
Encrypting Database Credentials
Verifying CAPS Installation
Configuring IIS Application Pool Settings
Configuring Recycle Settings for the IIS Application Pool
Restarting Microsoft IIS CAPS
CAL Installation Prerequisites for a Workstation without the POS Interface (CAPS Only Workstation)
Configuring the Deployment Schedule to Install CAL on a Workstation without the POS Interface
Installing CAL on a Workstation without the POS Interface
37
Printers
Print Controller
Roll Printer
Slip Printer
Internet Protocol (IP) Printer
Bluetooth Printer
Oracle MICROS Mini Printer
Printer Groups
Configuring a Printer
Creating, Editing, and Removing Printer Groups
Configuring the Change Default Printer Destination Button
38
Logo Printing
Uploading a Logo to Simphony
Assigning a Logo to Guest Checks and Customer Receipts
39
Kitchen Display System
KDS Controller
Configuring a KDS Controller
Configuring a KDS Display
Configuring the KDS Bump Bar
Configuring the KDS Toolbar
KDS Bump Bar and Toolbar Functions
Configuring KDS Course Overrides
Configuring a Backup KDS Controller
Creating a KDS Order Device
Prep Station Linking
Linking Prep Stations
Understanding Order Receipt Layouts
Configuring an Order Receipt Layout
KDS Chit Layout Styles
SEI KDS Chit Layout Styles
KDS Load Balancing
Creating KDS Distribution Groups
Assigning a KDS Prep Display to a Distribution Group
Kitchen Themes
Configuring Employee Privileges for Kitchen Themes
Creating Kitchen Themes
Importing Current Settings to a Kitchen Theme
Creating a Kitchen Theme Period
Workstation Alerts for Unsuccessful Sending to Order Devices
Enabling Workstation Alerts
Changing the Appearance of Workstations and KDS Displays
Upgrading the RDC Order Device
Upgrading the RDC Operating System
Resetting the RDC Factory Settings
Installing the KDS Client
CAL Installation Prerequisites for KDS
Allowing Employees to Install and Authenticate POS Clients and Service Hosts
Configuring the Deployment Schedule to Install CAL on KDS
Installing CAL on the KDS
40
Peripheral Devices
Assigning and Unassigning a Cash Drawer
Configuring a Cash Drawer
Coin Dispenser
Configuring a Coin Dispenser
Magnetic Stripe Reader
Installing the MSR Sleeve for Oracle MICROS Tablet E-Series 8-Inch and 11-Inch Devices
Configuring a Magnetic Stripe Reader
Testing the MSR Sleeve for Oracle MICROS Tablet E-Series 8-Inch and 11-Inch Devices
Barcode Reader Setup Methods
Configuring a Barcode Reader Using the Barcodes Module Method
Configuring a Barcode Reader Using the Number Lookup (NLU) Method
Fingerprint Scanning
Configuring the Biometrics CAL Package Deployment
Configuring Employee Privileges for the Fingerprint Reader
Setting the Front of House to Assign Employee Personal Identification Number (PIN)
Configuring the Workstation Employee Fingerprint Sign In Options
Scanning a Fingerprint
Configuring a Scale
Sales Recording Module (SRM)
Enabling SRM for a Property
Configuring SRM Payment Types for Tenders
Enabling SRM for Printers
Configuring the Quebec SRM Control Button
Allowing Employees to Enable and Disable SRM from the Workstation
41
Reporting
Allowing Employees to Run Reports
List of Workstation PMC Reports
Configuring Employee Privileges for Oracle Hospitality Reporting and Analytics
Configuring the Log Files for Oracle Hospitality Reporting and Analytics
42
Auditing
Understanding the Audit Trail
Using the Audit Trail
Understanding Audit This Record
Using Audit This Record
43
Importing and Exporting Data
Configuring the Import/Export Service Privileges
Configuring the Import/Export Service
Increasing the Import File Size
Import/Export Service Components
44
Loyalty and Gift Card Interfaces and Drivers
Loyalty and Stored Value Configuration Prerequisites
Loyalty Configuration Tasks
Configuring Loyalty and Stored Value Privileges
Setting Loyalty Options
Configuring the Loyalty Driver
Configuring the Loyalty Module
Stored Value Configuration Tasks
Setting Stored Value Options
Configuring the Stored Value Driver
Configuring the Stored Value Module
Creating Front of House Loyalty and Stored Value Buttons
Voiding Points on a Re-opened Check
XProcessor Extension Application Migration
45
Events
Configuring Event Privileges and Permissions
Specifying Ad Hoc Reports
Enabling Events
Configuring Event Types and Sub Types
Creating an Event
Configuring an Event Area
Linking Events
Breaking Linked Events
Cancelling an Event
Configuring Event Information to Print on Checks and Receipts
Creating Task Schedules
Configuring the Front of House Event Status Bar
Configuring the Front of House Event Buttons
Event Information in Reporting and Analytics Reports
46
Dining Room Tables and Seating
Standard and Enhanced Table Management
Configuring the Standard Table Management Interface
Creating Standard Dining Tables
Configuring the Standard Dining Table Status Set
Table Management
Reservation List
Wait List
Table Management, Reservation, and Wait List Configuration Prerequisites
Configuring Table Management Privileges
Configuring Reservation Privileges
Configuring Wait List Privileges
Configuring Servers for Table Management
Configuring Properties for Table Management
Configuring Custom Images for Table Management
Configuring KDS or Dining Course Colors and Images for Table Management
Configuring Dining Course Pacing
Configuring the Service Total Tender for Table Management
Enhanced Dining Tables
Setting Dining Table Classes
Setting Enhanced Dining Table Attributes
Configuring Enhanced Dining Tables
Setting Table Decorator Images
Configuring Server and Table Availability
Setting Table Management Options
Configuring Table Suggestion Factors
Table Management Alerts
Configuring Alerts
Table Management Sections
Configuring Sections
Creating the Front of House Reservation List
Creating the Front of House Wait List
Front of House Table Management Tasks
Host Command Area
Configuring the Host Command Area
Dining Table Status
Configuring the Dining Table Status
Employee Lines
Configuring Employee Lines
Section Layout
Creating a Section Layout
Creating Enhanced Dining Tables
Setting Table Management Functions in Check Detail
Creating the Employee Section Assignment Report Button
Configuring Table Cancellation Reasons
Setting Reservation Timing Parameters
Setting Wait List Timing Parameters
Reservation Periods
Configuring Effectivity
Configuring Acceptance Limits
Configuring Occupancy Limits
Configuring Seating Limits
Configuring Target Turn Times
Table Management Configuration Levels
Reservation Configuration Levels
Wait List Configuration Levels
47
Enterprise Cash Management
Configuring Data Retention Limits
Specifying Ad Hoc Reports
Configuring ECM Privileges
Allowing Users to View Blind Totals
Allowing Assigned Receptacle Access
Configuring Accounting Methods for Users
Allowing Users to Override Employee Class Options
Tracking Tender Transaction Items
Tracking Service Charge Transactions
Tracking Discount Transactions
Creating, Editing, and Deleting Cash Management Reasons
Cash Management Classes
Adding Transaction Items
Adding Counting Units
Cash Pull Threshold Set
Creating, Editing, and Deleting a Cash Pull Threshold Set
Cash Count Threshold Set
Creating, Editing, and Deleting a Cash Count Threshold Set
PAR Level Set
Creating, Editing, and Deleting a PAR Level Set
Count Sheet
Creating, Editing, and Deleting a Count Sheet
Adding and Deleting a Page
Adding and Deleting a Group
Adding and Deleting a Unit
Sorting and Modifying the Order of Pages, Groups, and Units
Viewing the Totals Page
Creating, Editing, and Deleting an Account
Creating, Editing, and Deleting a Vendor
Creating and Editing a Template
Creating, Editing, and Deactivating Receptacles
Setting Cash Management Parameters
Creating Front of House Screens
Configuring a Smart Key on a Workstation
Configuring a Till Through Extensibility
Configuring a Bank Deposit Reference Through Extensibility
ECM Reporting
ECM Enterprise Reports
Enabling Reports in Enterprise Back Office
ECM Property Reports
ECM Workstation Hardware
Enterprise Cash Management Configuration Levels
48
Engagement Cloud Service
System Requirements and Supported Devices
Firewall and Communication
Security Precautions
Setting File Management Permissions
Registering and Logging In
Retrieving Your Engagement Organization ID
Language Translation Tasks
Adding a New Language to Hub and Welcome Pages
Adding a Language to the EMCWeb File
Adding a Language File to the Engagement Configuration Application Server
Setting Multiple Languages
Understanding Engagement Manager Procedures
Adding Engagement Manager Procedure Tiles to the Hub Page
Editing the Check Header and Trailer
Editing Bulk Menu Item Prices
Adding an Employee From a Template
Deactivating an Employee
Adding a New Menu Item Using an Existing Menu Item as a Template
Adding Images to Menu Items
Adding or Changing an Employee’s Profile Image
Creating Pages for Engagement Users
Modifying Pages for Engagement Users
Publishing, Unpublishing, and Republishing Pages
Assigning Logos and Colors to Pages
Understanding Tagging
Adding Tags and Creating Relationships between Pages, Employees, and Tablets
Deleting Tags
Understanding Widgets
The IP Camera Widget
Adding and Moving Widgets
Creating Tiles (Adding Widgets to a Page)
Adding Command Buttons
Understanding Widget Timing Values
Configuring Widget Timing Values
List of Widgets
Viewing the Maximum Data Limit for Hosted Engagement Server
49
Transaction Services
Configuring the Transaction Services Workstation Client
Configuring the Transaction Services Default Employee
Understanding the Order Information Service
Activating the Extension Application for Order Information Service
Configuring Front of House Order Information Service Buttons
Order Information Service Functions and Extensibility Arguments
50
Cruise Ship Time Zone Settings
Changing the Time Zone
Understanding Start of Business Day
Configuring Start of Day
Understanding Workstation Control Privileges
Configuring Workstation Control Privileges
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