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Oracle® Retail Xstore Office 19.0 User Guide
Release 19.0
F21712-03
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3 System Management

The System component has many features used to manage the Oracle Retail Xstore Office application itself, including setting up the system configuration rules and paths, setting up the available locales within Oracle Retail Xstore Office, viewing Oracle Retail Xstore Office version information, and setting up Oracle Retail Xstore Office users and user roles.

About this Chapter

  • For information about the Oracle Retail Xstore Office system configuration feature, see Oracle Retail Xstore Office Configuration. This section provides detailed information about setting configuration parameters for the Oracle Retail Xstore Office application itself.

  • For more information about how to manage system management options, see System Manager.

  • For more information about the Store Authorization Manager option, see Store Authorization Manager.

  • For information about controlling the available locales within the Oracle Retail Xstore Office application itself, see Available Locales. These changes are not sent down to Oracle Retail Xstore Point of Service.

Where To Look For User Settings Information

  • For information about the Users and Security Access component, see Chapter 2, "Roles, Users, and Security Access". This component provides the ability to grant privileges to users for one or more areas of Oracle Retail Xstore Office as needed based on security Roles.

  • For information about the User Roles component, see Chapter 2, "Roles, Users, and Security Access". This component provides the ability to create the security roles that are used to control access to the various areas of Oracle Retail Xstore Office.

Oracle Retail Xstore Office Configuration

Oracle Retail Xstore Office Configuration provides the ability to set up the configuration options that govern how Oracle Retail Xstore Office works. You cannot add or delete Oracle Retail Xstore Office configuration options.

Figure 3-1 Xadmin System Settings

Xadmin System Settings Page
  1. From the Oracle Retail Xstore Office menu, select System Management, then Xadmin Settings, or click the Xadmin Settings link in the System panel.

  2. The Settings page displays, showing the configuration options available for Oracle Retail Xstore Office. The configuration options are arranged by category, in a tree view. Edit the values as needed, then click the Save button to save the changes.

    To find configurations containing specific text, enter the search text in the input box, then press [Enter]. The text typed here can be found anywhere within the configuration label or description. The results are shown in the left panel (folder tree). Only those configurations containing the specified text within the label and/or description are displayed. If needed, click Clear to remove the search criteria and return to the Oracle Retail Xstore Office Configuration page.

    See Oracle Retail Xstore Office Configuration below for detailed information about the Oracle Retail Xstore Office configuration options.

Oracle Retail Xstore Office Configuration Options

This section describes the Oracle Retail Xstore Office Configuration Options.

Country Pack - Brazil

  • Days Back for SPED Export

    The SPED (Sistema Público de Escrituração Digital) export process creates the Brazilian SPED report for a single day. To allow for any delays in replication, the report is generated on a delay. This configuration specifies the number of days to wait before generating the report for a specific date. The task creates a daily XML file for each shop. Each XML file is made available for download through the File REsTful resource. For more details on the File resource, see Xstore Office Services in the Oracle Retail Xstore Suite Services Guide.

Deployment Category

  • Automatically Deploy Data Manager Changes?

    If set to true, Oracle Retail Xstore Office automatically deploys pending Data Manager changes at a specified time each day. The time of day is determined by the Data Manager Automatic Deployment Time setting.

  • Data Manager Automatic Deployment Time

    The time of the day to start the auto deployment of undeployed Data Manager changes. The time should be in the format of HH:MM using the 24 hr clock. This setting is only relevant when the Automatically Deploy Data Manager Changes? setting is enabled.

  • Deployment Download Connection Timeout

    The amount of time, in seconds, that Oracle Retail Xenvironment will spend attempting to connect to Xcenter (part of Oracle Retail Xstore Office) to download a deployment. Once the time has elapsed with no connection detected, the attempt will be considered a failure. This setting is used by Oracle Retail Xenvironment at the store.

  • Deployment Download Retries

    The number of times Oracle Retail Xenvironment will attempt to download updates from Oracle Retail Xstore Office before failing. The default value is 10 attempts. A setting of zero (0) means never retry, which is not recommended. This setting is used by Oracle Retail Xenvironment at the store.

  • Deployment Download Retry Interval

    The time interval, in seconds, that Oracle Retail Xenvironment will wait after a failed deployment download attempt before it tries to download the deployment again.

    This setting is used by Oracle Retail Xenvironment at the store.

  • Detection Interval for Automatically Deployed Data Files

    How often (in minutes) the system checks the Directory for Automatically Deployed Data Files to be deployed automatically to all stores.

  • Directory for Automatically Deployed Data Files

    The directory into which DataLoader files can be placed for automatic deployment. Dataloader files placed in this directory will be automatically detected by Oracle Retail Xstore Office and will be deployed to the appropriate stores that are identified within the file.

  • Interval for Checking for Deployment Waves That Require Approval

    The time interval, in minutes, for running the Wave Approval email service. The default value is 60 minutes. For example, if set to 60 minutes, the service will run every hour to scan for new waves and send emails. An email will be sent for waves that meet the Number of Days Before Deployment Wave to Send Notification requirement.

  • Number of Days Before Deployment Wave to Send Notification

    The number of days prior to the projected launch date of a wave with a launch type of Approval Required that an email notification goes out. Valid values are from 1 to 365. The default value is 3 days.

  • Number of Records in Deployment Viewer

    The maximum number of Deployment records to display per page in the Deployment Viewer.

General Category

  • Beginning Time of the Business Day

    To support alert reporting, this is the time-in hours from 00:00 UTC, that denotes the corporate start time of the business day. (For example, 5 is 05:00 UTC.)

  • Default Country Code

    The default country code for use in Xadmin.

  • Default Currency Code

    The default currency code for use in Xadmin. All monetary values entered and displayed across Xadmin are assumed to be of the default currency.

  • Default Deposit Bank Account Number

    When creating a new store, this is the default deposit bank account number.

  • Default Deposit Bank Name

    When creating a new store, this is the default deposit bank name.

  • Delete FIFO data after report generation?

    When enabled (true), FIFO data is deleted after a FIFO report is generated.

  • Enable the Option to Create Store-Specific Configurations?

    When enabled (true), users have the ability to create or override configurations for a specific store in Configurator. See Chapter 5, "Configurator", section Managing Configurations.

  • Enable the Option to Delete Configurations?

    When enabled (true), configurations for profile or store-specific overrides can be deleted in Configurator. If set to false, all access to this functionality is disabled within Oracle Retail Xstore Office, regardless of the privileges.

  • File Upload Directory

    The directory in which files are stored that are uploaded by users via the File Upload feature.

  • Interval for Checking for Missing Registers

    How frequently Xcenter checks for missing registers, in minutes. The default value is 15 minutes. The value of this setting should be less than the Time Before Register Is Considered Missing setting.

  • Number of Records in POSLog Publisher Result Page

    The maximum number of POSLog records displayed per page on the POSLog publisher result page. The minimum value allowed is 1.

  • POSLog Publish Max Search Results

    The maximum number of POSLog records returned from the database for republishing.

  • Published POSLog Directory

    The directory where the published PosLog file will be saved.

  • Time Before Missing Register Is Ignored

    Once a device has been missing for the amount of time specified here (in hours), it is no longer reported as a problem. The default value is 72 hours.

  • Time Before Register Is Considered Missing

    The amount of time-in minutes- that must elapse since a register's last check-in before it is considered missing. The default value is 61 minutes.

  • Use Till Based Accountability?

    When creating a new store, this option determines whether Till Accountability mode or Register Accountability mode is used as the default setting.

Omni Channel Data Service


Note:

The Omni Channel Data Service settings were moved to the xcenter.properties file.

Purge

  • Enable Data Purge?

    Enable to purge old data and files per the additional settings in this category.

  • Data Purge Execution Time

    The time of day to start the automatic purge of data. Sets UTC time at which the job will occur. Enter this value in HH:MM format.

  • Number of Days to Keep Transactions

    The age in days that all transaction data (including line items, tenders, and so on), Order Broker order data, and inventory control documents that are part of end of year processing is kept in the Xcenter database when the purge process runs.

    The number of days specified here should be greater than the number of days to keep customers and customer accounts.

    This setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

    The purge setting for transactions must not be more aggressive than the possible period for customer accounts like layaways and special orders to be completed. If one of the transactions related to a customer account is purged before the customer account is closed AND the in-store database is replaced (for example, as part of a hardware refresh) the customer account will not be serviceable. Specifically, the items on the account cannot be picked up, nor can the payments be refunded.

  • Number of Days to Keep POSLogs

    The age in days that all POSLog data is kept in the Xcenter database when the purge process runs. This setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Customers and Customer Accounts

    The age in days that all identifying customer data, loyalty data, and customer relationship data is kept in the Xcenter database when the purge process runs. This setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Event Logs

    The age in days that all sourcing and targeting information for application updates to be delivered to/installed on clients is kept in the Xcenter database when the purge process runs. This setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Cycle Questions

    The age in days that location data involving open/close process questions and answers, business date, workstation status, and retail location status are kept in the Xcenter database when the purge process runs. This setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Discounts and Deals

    The age in days that discount and deal data, including concurrent discount compatibility data, customer group discount mapping data, item exclusion/inclusion data, eligibility data, deal definition data, customer group deal mapping data, item-based deal rules, matching rules, deal triggers, and time-based deal rules is kept in the Xcenter database when the purge process runs. This setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Email

    The age in days that all emails associated with transactions is kept in the Xcenter database when the purge process runs. This purge setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Employee Hours and Payroll

    The age in days that all employee data in the Xcenter database concerning employment dates, pay, vacation, tasks, schedule, and timeclock entries is kept in the Xcenter database when the purge process runs. This setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Inventory

    The age in days that all inventory data in the Xcenter database concerning inventory buckets, cartons, counts, count sheets, and count snapshots is kept in the Xcenter database when the purge process runs. This setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Invoices and Documents

    The age in days that all invoice and document data, including country pack related invoices and documents, is kept in the Xcenter database when the purge process runs. This setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Items

    The age in days that all item data in the Xcenter database such as attached items, item messages, prices, deal properties, restrictions, refund schedule, and warranty information is kept in the Xcenter database when the purge process runs. This purge setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Orders

    The age in days that all cancelled and completed order data, including customer data associated with the order, fulfillment details, sourcing details, payment information, and balance data is kept in the Xcenter database when the purge process runs. This purge setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Report and Receipt Output

    The age in days that all report data, including country pack related, and common data such as receipt text, work order service locations, vendor addresses, airport zones, and reason codes is kept in the Xcenter database when the purge process runs. This purge setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Tax

    The age in days that all tax data in the Xcenter database including exemptions, rules, and rule overrides is kept in the Xcenter database, when the purge process runs. This purge setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Tender, Voucher and Session Info

    The age in days that all tender, voucher, and session data from the Xcenter database including denominations, availability, user settings, and options is kept in the Xcenter database when the purge process runs. This purge setting does not affect data, kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Flight Info

    The age in days that all flight data is kept in the Xcenter database when the purge process runs. This purge setting does not affect data kept in stores. If set to 0 all of this data is deleted. If set to -1 the data is kept indefinitely.

  • Number of Days to Keep Completed Deployments

    The age in days that completed or canceled deployment files, transferred to the file server, will be kept when the purge process runs. If set to 0 all of these files are deleted. If set to -1 the files are kept indefinitely.

  • Number of Days to Keep File Transfer Archives

    The age in days that archive folders from the AutoFileTransferDirectory will be kept when the purge process runs. If set to 0 all of these files are deleted. If set to -1 the files are kept indefinitely.

  • Number of Days to Keep File Uploads

    The age in days that files uploaded via Xadmin will be kept when the purge process runs. If set to 0 all of these files are deleted. If set to -1 the files are kept indefinitely.

  • Number of Days to Keep POSPoll Files

    The age in days that old files from Xcenter's POSPoll File Directory will be kept when the purge process runs. If set to 0 all of these files are deleted. If set to -1 the files are kept indefinitely.

  • Number of Days to Keep Republished POSLogs

    The age in days that old POSLogs from the POSLog Publisher Remote File Directory will be kept when the purge process runs. If set to 0 all of these files are deleted. If set to -1 the files are kept indefinitely.

Reports Category

  • Default Report Output Format.

    The report output format to be used as the default type when running reports. Valid values include:

    • PDF (Portable Document Format)

    • HTML (Hyper Text Markup Language)

    • XLS (Spreadsheet file format created by Microsoft for use with MS Excel)

    • XLSX (MS Excel 2007 or newer)

    • PPTX (MS PowerPoint)

    • RTF (Rich Text Format)

    • DOCX (Microsoft Office Open XML Format Document)

  • Enable DOCX (MS Word) as a Report Output Format?

    If true, reports can be produced in DOCX format.

  • Enable HTML (Hyper Text Markup Language) as a Report Output Format?

    If true, reports can be produced in HTML format.

  • Enable PDF (Portable Document Format) as a Report Output Format?

    If true, reports can be produced in PDF format.

  • Enable PPTX (MS PowerPoint) as a Report Output Format?

    If true, reports can be produced in PPTX format.

  • Enable RTF (Rich Text Format) as a Report Output Format?

    If true, reports can be produced in RTF format.

  • Enable XLS (MS Excel) as a Report Output Format?

    If true, reports can be produced in XLS format.

  • Enable XLSX (MS Excel 2007 or Newer) as a Report Output Format?

    If true, reports can be produced in XLSX format.

User Account Category

  • Default Domain Name for LDAP.

    The default domain name to be used when authenticating users using LDAP.

  • Enable LDAP Authentication Option?

    If set to Yes, enables Oracle Retail Xstore Office to authenticate users using LDAP directory. This is the global on/off switch.

  • LDAP Provider URL.

    The URL to be used to connect to the LDAP server.

  • Method of Creating Password for New Users.

    The method used to create the password for newly added users. See Password Options - Non LDAP for more information about the three options available.

  • Number of Capital Letters Required for a Password.

    The minimum number of capital letters that should appear in a password. The default value is 1. The minimum number is zero (0).

  • Number of Changes Before a Password Can Be Reused.

    The number of password resets within which associates are not allowed to reuse the same password. For example, setting the value to 12 ensures a user's new password cannot match any of his/her 12 previous passwords. A setting of zero (0) means that the same password can always be reused.

  • Number of Consecutive Characters Allowed in a Password.

    The maximum number of times that any given symbol or character can repeat consecutively within the password string. The default value is 2.

  • Number of Login Attempts Before Account Is Locked.

    The number of times an invalid password can be entered before the Oracle Retail Xstore Office user account is locked.

  • Number of Numbers Required for a Password.

    The minimum number of digits that should appear in a password

    (accepted values = 0-9). The minimum number is zero (0). The default value is 1.

  • Number of Special Characters Required for a Password.

    The minimum number of special characters that should appear in a password. The default value is 1 special character. See Passwords: Special Characters & Rules for a list of valid special characters.

  • Password Expiration Days.

    The number of days that a password can be used before it expires. The default value is 90 days.

  • Password Length.

    The minimum length of a password. The default value is 8.


    Note:

    If this value is set to less than 1, passwords have no minimum length, but cannot be empty/blank.

  • User ID Length.

    The minimum number of characters in an Oracle Retail Xstore Office user ID. Valid values are 1 through 30.

System Manager

The System Manager menu allows you to manage system management options.

  1. From the Oracle Retail Xstore Office menu, select System Management, then select System Manager.

  2. The System Manager menu displays. The following options are available:

    Figure 3-2 System Manager

    Available Locales Page

Credentials Storage

Use this function to submit and store credentials to set up a connection with cloud services. These credentials will allow Xstore Office On-Premise to communicate with Identity Cloud Service (IDCS).

To store and set up the communication with cloud services, follow the steps below.

  1. At the Credentials Storage page, enter the Client ID.

  2. Then enter the Client Secret.

  3. Press Save. The system validates the credentials. If the validation is successful a message is displayed. Then system regenerates the client secret.

    • If the regeneration was successful, the system saves the client ID and secret to the database.

    • If the regeneration was not successful, a message is displayed.

Store Authorization Manager

The Store Authorization Manager screen allows you to access all store related functions from the same menu.

  1. From the Oracle Retail Xstore Office menu, select System Management, then select Store Authorization Manager. The Store Authorization Manager screen displays. You have the following option:

    • Store Authorization Manager

    Figure 3-3 Store Authorization Manager Page

    Store Authorization Manager page
  2. Select Store Authorization Manager.

  3. Then select an organization node and press Next.

  4. You have the following option:

Store Enrollment

Use this functionality to register and redirect all stores in the selected organization to your Xstore Office Cloud environment. The Store enrollment functionality offers two options:

  • Enroll all stores in the selected organization node with Xstore Office On-Premise to communicate with Cloud Service applications, like Customer Engagement, through Identity Cloud Service (IDCS).


    Note:

    This function is only available if configured and if you have sufficient security privilege. Xstore Office OnPrem OAuth Client must be generated to enroll stores. See Appendix: Enrollment with Cloud Services on how to Enroll Xstore Office On-Premise to communicate with Cloud Service applications.

  • Enroll all stores in the selected organization node through Xstore Office Cloud Service to communicate with the Cloud Services applications through Identity Cloud Service (IDCS).


Note:

This function is only available if configured and if you have sufficient security privileges. You also need a separate Xstore Office Cloud instance running to migrate your stores to Cloud.

Figure 3-4 Store Enrollment

Store Enrollment

At the Store Enrollment screen you have two options:

  • Enroll all stores in the organization node with cloud services.

    • Select Enroll. No connection details are required.

      A deployment will be created for each location in the selected organization node to be applied during the next store close.

      At the next store close, all POS applications will be configured for IDCS service. All systems will be restarted.

  • Enroll all stores in the organization node with an Xstore Office Cloud Service environment.

    Collect the following data prior to starting the Xoffice Cloud Enroll process.

    • Xstore Office Cloud Hostname and Port. The Customer Administrator can look this up by logging into their Cloud Service Account.

    • IDCS User credentials: Username and Password of any IDCS user belonging to the provisioned IDCS tenant.

    Enter the connection details for the Xcenter cloud Xstore Office Cloud URL.

    • Username: Username of an IDCS user (This is typically an email address)

    • Password: Password of an IDCS user

    • Host: Xstore Office Cloud Hostname

    • Port: Xstore Office Cloud Port

    • Provisioning ID: Customer's Provisioning ID

    Then click Enroll with Xoffice Cloud to validate credentials and enroll the location(s). A deployment will be created for each location in the selected organization node to be applied during the next store close.

    At the next store close, all POS applications will be configured for Xstore Office Cloud service. All systems will be restarted.

Available Locales


Note:

This feature is only available from the Oracle Retail Xstore Office System menu, not from the Home Page panel.

This feature controls the available locales within the Oracle Retail Xstore Office application itself.

  1. From the Oracle Retail Xstore Office menu, select System Management, then select Available Locales.

  2. The Available Locales page displays. Add a new locale, make changes to an existing locale, or delete a locale:

    Figure 3-5 Available Locales Page

    Available Locales Page
    • To add a new locale, click the Add New button.

    • To make changes to an existing locale, click on an existing locale from the list.

    • To delete a locale, click the Delete icon associated with the locale. If selected, you will be prompted to confirm the locale should be deleted. Any locale currently assigned to a user record cannot be deleted.


      Note:

      A sorting component is available for columns, when applicable.

  3. Complete the fields as required when adding or editing a locale:

    • Locale - Select a locale from the drop-down list. The locale cannot be changed in edit mode.

    • Display Order - Enter the display order for the locale.

  4. Click the Save button.

Where Locale Is Used

If more than one available locale has been defined in Oracle Retail Xstore Office, certain fields in Configuration Manager and Data Management will allow the user to enter a translation for any language. This action creates com_translations records that will be sent down to stores, along with the configuration data.