Contents

List of Figures

List of Tables

Title and Copyright Information

Send Us Your Comments

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Customer Support
• Review Patch Documentation
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Help Center (docs.oracle.com)
• Conventions

1 Getting Started

• Prerequisites
• Browser Requirements
• Accessing Oracle Retail Xstore Office
• Changing Your Password
• Requesting a Forgotten Password
• About this Guide

2 Roles, Users, and Security Access

• Oracle Retail Xstore Office Areas Controlled by Security
• About this Chapter
• User Roles
• Creating/Editing User Roles
• About Privileges
  • Administration
  • Configurator
  • Customization
  • DataManager
  • DeploymentManager
  • Home Page
  • Reports
  • Support
• Admin Users - Using Roles to Grant Access to Oracle Retail Xstore Office
  • Creating New Oracle Retail Xstore Office User Accounts
  • Editing Oracle Retail Xstore Office User Accounts
• Password Options - Non LDAP
  • Passwords: Special Characters & Rules
  • Password & User ID Configuration
    • Additional Password Requirements
  • Resetting a User's Password
• LDAP Authentication
  • Assumptions and Requirements for LDAP Users
  • Additional Details for LDAP Authentication
  • Oracle Retail Xstore Office LDAP Settings

3 System Management

• About this Chapter
  • Where To Look For User Settings Information
• Oracle Retail Xstore Office Configuration
• Oracle Retail Xstore Office Configuration Options
  • Country Pack - Brazil
  • Deployment Category
  • General Category
  • Omni Channel Data Service
  • Purge
  • Temporary Store Server Management
  • Reports Category
  • User Account Category
• Customization Management
  • Uploading Configuration Files
  • Exporting Active Configuration Files from the Configuration List
  • Deleting Configuration Files from the Configuration List
• System Manager
  • Credentials Storage
• Store Authorization Manager
  • Store Enrollment
• Available Locales
  • Where Locale Is Used

4 Profile Management

• About this Chapter
  • Setup Overview
  • Summary
• Profile Maintenance
  • Setting Up Profile Groups & Elements
    • Profile Group and Element Versioning
    • About Profile Group and Element Versioning
• Personality Maintenance
  • Personality Setup Options
    • General Information
    • Base Features
    • Overrides
    • Review
• Landscape Maintenance
  • Adding a New Landscape
  • Editing an Existing Landscape
• Store Personality Maintenance

5 Configurator

• About this Chapter
• Configuration Options and Availability Matrix
• Configuration Versioning
• Managing Configurations
• Configuring Codes
  • Code Configuration Options
• Configuring Discounts
  • Discount Configuration Options
    • Basic Information
    • Calculation Information
    • Customize Configuration Options
    • Discount Accessibility Configuration
    • Discounts System Configuration
    • Discount Options
    • Returns
• Configuring Reason Codes
  • Reason Code Configuration Options
    • General Options
    • Inventory Adjustment Options
    • Paid In/Paid Out Options
    • Return Reason Code Options
  • Properties [Country Pack ONLY]
• Configuring Menus and Tabs
  • Oracle Retail Xstore Point-of-Service Menu Configuration
    • About menu categories
    • Editing an Existing Menu
    • Changing the Menu Text
    • Removing a menu option
    • Changing a Menu Option Location
    • Adding a New Menu Option
  • Oracle Retail Xstore Point-of-Service Tab Configuration
    • Adding a New Tab
    • Removing a Tab
    • Moving a Tab Position
    • Changing a Tab Name
  • Menu System Configuration
    • Help
    • Register Configuration
    • Store Specific
• Configuring Receipts
  • Finding the Receipt by Type
  • Finding the Receipt by Transaction
  • Changing the Receipt Logo
  • Receipt Configuration: System Configuration Options
    • Charity
    • Comission Options
    • Discount Options
    • Email Settings
    • Gift Receipts
    • Gift Registry
    • Inventory Location Based
    • Item Options
    • Kit Options
    • Layaway
    • Loyalty Options
    • Send Sale
    • Till Account
    • Training Mode
    • Transaction Behavior
• Configuring Xstore Point-of-Service System Config Options
  • Using the System Config Search Feature
    • About Configuration Overrides
  • Viewing/Editing System Configurations
• Configuring Oracle Retail Xstore Point-of-Service Security
  • Security Groups Setup
  • Security System Configuration
    • House Accounts
    • Sales
    • Security
    • Store Specific
    • Tender Options
    • Till Accountability
    • Warranty
• Configuring Tenders
  • Tender Configurations
    • Basic Information
    • Denominations Information [DENOMINATION Tender Types Only]
    • Availability Information
  • Tender Options Maintenance
  • Tender Options Configuration
    • Usage Information
    • Customer Information
    • Authorization Information [AUTH tender types only]
    • Count Information [COUNT Tender Types Only]
  • Tender Security Settings
    • Tender Security Settings Configuration Options
    • General Information
    • Limits
    • Online Authorization Rules
    • Offline Authorization Rules
    • Refund
  • Tender Configuration: System Configuration Options
    • Charity
    • Closing Options
    • Discount Options
    • House Accounts
    • Opening Options
    • PayPal
    • Returns
    • Store Specific
    • Tender
    • Tender Options
    • Till Accountability
• Configuring Customer Displays
• Deploying Configuration Changes
  • Scheduling a Planned Deployment
  • Scheduling a Single Deployment
• Viewing Configuration Changes
• Delete Configuration Changes
• Delete Profile Configuration Overrides
• Delete Store Specific Overrides
  • Copy Store Configurations
• Deployment History
• Deployed Versions

6 Data Management

• About this Chapter
  • Where To Look For Additional Information
  • About Data Management
• Managing Data
  • Data Manager Options
• Items
  • Merchandise Items
    • Item Prices
    • Calculating the Price of an Item
    • Adding or Editing a Price
    • Attached Items
    • Adding an Attached Item
    • Editing An Attached Item
  • Merchandise Hierarchy
    • Editing a Merchandise Hierarchy Level
    • Adding to a Merchandise Hierarchy Level
  • Non-Merchandise Items
  • Item Matrix Manager
    • Assigning Matrix Colors To Merchandise Hierarchy And/Or Item Records
    • Changing the Sort Order
    • Specifying Merchandise Hierarchy And/Or Item Records As Hidden
  • Item Message Maintenance
    • Adding an Item Message
    • Editing an Item Message
  • Item Restrictions
    • Adding an Item Restriction
    • Editing an Item Restriction
  • Item Restriction Types
    • Searching for Item Restriction Types
    • Adding Item Restriction Types
    • Editing Item Restriction Types
• Vendors
• Employees
• Taxes
  • Tax Elements
    • Tax Authorities
    • Tax Locations
    • Tax Groups
    • Tax Brackets
  • Tax Rates
• Legal Entities
• Communications
  • Store Messages
  • Employee Tasks
• Exchange Rates
• Stores
• Viewing and Deploying the Data Changes
  • Viewing the Individual Changes in the Data Bundle
• Data Publisher - Redeploying Data
  • Transferring Data
• Managing the Organization Hierarchy
  • Defining Organization Hierarchy Levels
    • Adding an Organization Hierarchy Level
    • Editing the Description of an Organization Hierarchy Level
    • Deleting an Organization Hierarchy Level
  • Maintaining the Organization Hierarchy
    • Adding an Organization Hierarchy Level to a Node
    • Editing the Value and Manager Information
    • Adding Unassigned Stores to an Org Node
    • Creating a New Store and Add It to an Org Node
    • Deactivating an Org Node
    • Moving an Org Node
    • Deploying the Organization Hierarchy Changes
  • Creating and Maintaining Store Collections
    • Adding a Store Collection
    • Editing a Store Collection
• Stock Valuation Year End Roll-Up
  • Overview
  • End-Of-Year Processing

7 Deployment Management

• The Deployment Process at a Glance
• About this Chapter
• Uploading Files
  • File Upload: Removing an Uploaded File From the List
  • File Upload: Deploying a File or Files
• Deployment: Using a Single Deployment
• Deployment: Using a Deployment Plan
• Creating a Deployment Plan
• Deleting an Deployment Plan and Waves
• Deleting a Wave from a Plan
• Editing a Deployment Wave and Plan
  • Email Notifications
• Viewing Deployments
  • Viewing Detail By Store
  • Approving a Wave
  • Unapproving a Wave
  • Purging Files
  • To Stop a Deployment
  • Cancelling a Deployment
• Automatic External File Delivery
  • Setting File Delivery Details
    • Line Count [optional]
    • Download ID
    • Application Date
    • Target Org Node
    • Deployment Name
    • Download Time
    • Apply Immediately

8 Electronic Journal

• About this Chapter
• Using the Xcenter Electronic Journal

9 Reports

• About this Chapter
  • Where To Look For More Information
• Accessing and Running Oracle Retail Xstore Office Reports
• Report Example
• Available Reports By Category
  • Dashboard Report
  • Custom Reports
  • Flash Sales Reports Category
  • Sales Reports Category
  • Stock Valuation Report
  • Airport Reports
  • Transaction Audit Reports
  • Inventory Reports Category
  • Employee Schedule Reports Category
  • Customer Account Reports Category
  • Misc Reports Category
• Dashboard
  • Dashboard Report Example

10 Support Tools

• About this Chapter
• Alert Console
  • About Alerts
    • Replication
    • Replication Logged Events
    • Connectivity
    • Connectivity Logged Events
    • About Xcenter Register Offline Alert Data
    • Application
    • Application Logged Events
    • Hardware
    • Hardware Logged Events
    • Updates
    • Updates Logged Events
    • Versioning
    • Versioning Logged Events
• Alert Settings
  • Critical Alert Email Settings
    • To Set Up Critical Alert Email Recipient Addresses
  • Alert Threshold Settings
    • To Define Alert Threshold Settings
    • About Alert Severity Threshold Levels
• Support Settings: Technical Information
  • xcenter.properties
  • cfg_critical_alert_email Table
  • ctl_event_logTable
  • cfg_alert_serverity_threshold Table
• Deployed Oracle Retail Xstore Point-of-Service Versions
• Oracle Retail Xstore Point-of-Service Version by Store Detail
• PosLog Publisher
  • PosLog Publisher Search Results Page Layout Examples
    • Example 1: Trans Count < 100, Search Results < 5000
    • Example 2: Trans Count > 100, Search Results < 5000
    • Example 3: Trans Count > 100, Search Results > 5000
• Temporary Store Server Management
  • Adding a Request
  • Approving/Rejecting a Request or Assigning a Server
  • Cancelling a Server Request
• Replication Status

A Appendix: About Deployments

• Application Roles
  • Oracle Retail Xstore Office
  • Xcenter (a part of Oracle Retail Xstore Office)
  • Oracle Retail Xstore Point of Service
  • Oracle Retail Xenvironment
  • Apache (httpd)
  • DataLoader
  • Overview: How Files Are Managed
    • File Download to Stores
    • File Upload from Stores
  • Overview: About The Deployment Manifest
    • Sample Deployment Manifest
• Examples: Deployment Scenarios
  • Deploying an Uploaded File
  • Deploying a Data Manager Change
  • Deploying a Configuration Manager Change
  • Deploying a File Automatically
• Version Tracking of Deployments
• How a Deployment is Downloaded and Applied
• Deployment: Basic Troubleshooting
  • Deployments not uploaded successfully to apache
  • Deployments not being downloaded and applied by xenvironment
  • Deployments downloaded and applied by xenvironment, no status information appears in xstore office

B Appendix: Personality Maintenance and Config Paths

• Config Path Retrieval Process
  • At Oracle Retail Xstore Point-of-Service Startup
    • Till/Register Data
    • Processing Overview
• Xcenter Config Path Properties Assembly
  • Global Configuration Path Properties
    • xstore.config.path.global.extensions
    • xstore.config.path.base.features
  • Workstation Overrides Config Path Properties
    • xstore.config.path.workstation.overrides.X
    • xstore.config.path.overrides.store.Y
  • Oracle Retail Xstore Point-of-Service Config Path Assembly
• If Not Using Xcenter to Get the Config Path
• Oracle Retail Xstore Office Security Settings
• Resource Bundle Path Consolidation
• Database Tables

C Appendix: User Interface Configurations

• Reports Menu
  • To Reference a Specific Report on the Reports Menu
• Home Page Menu
  • Home Page/Main Menu Options
  • To Configure the Options on the Home Page
  • Panel Information
• Defining Tab Library Properties
• Security Settings

D Appendix: Enrollment with Cloud Services

• Enrolling Xstore Office On-Premise with Retail Cloud Services
  • Configuring Xstore Office On-Premise with IDCS
  • Configuring Xstore Registers for IDCS
• Enrolling Xstore Stores in Xstore Office Cloud Service

E Appendix: Accessibility

F Appendix: Xcenter Attachment Export

• Overview
• Property Settings
• Spring Settings
  • Configuring an Attachment Export

Glossary