Loyalty and Stored Value Configuration Prerequisites

Simphony supports the Gift and Loyalty drivers only on WinCE and Win32 operating systems.

Complete the following tasks before configuring the Loyalty and Stored Value Interfaces and Drivers:

1. Install Simphony version 2.5 Maintenance Release (MR) 1 or later at the property.
2. Obtain access to the Enterprise Management Console (EMC) within Simphony.
3. Configure unique Tender/Media and Discount records for loyalty transactions. Take note of the record number and type as you need the values to post transactions for Reporting and Analytics and third party loyalty applications.

   Oracle Hospitality Reporting and Analytics and third party loyalty applications use the configured Simphony Tender/Media and Discount records to post loyalty transactions to the guest check.

4. (Optional) If the site is using the XProcessor Extension Application for Gift and Loyalty, configure the Gift and Loyalty interface and XProcessor Extension Application at the Enterprise level. Deploy each interface only to the correct locations and clients. After you upgrade the appropriate clients to Simphony version 2.5 MR1 or later, see XProcessor Extension Application Migration for instructions.
   1. Leave the XProcessor installed at the Enterprise level until all clients have been upgraded to Simphony version 2.5 MR1 or later and are using the Gift and Loyalty interface.
   2. Retrieve the data extension overrides for each property (such as uniform resource locator (URL), userid, user_password, and timeout_seconds). Take note of these settings as you need this information to create the integrated Gift and Loyalty interface.
   3. Take note of the current functions the site uses through XProcessor. You need this information to create buttons for the Gift and Loyalty interface.
5. (Optional) If a third party developed a driver, use the driver configuration settings provided by the third party. Third party drivers may have unique fields.