Contents

Title and Copyright Information

1 Introduction to Simphony

2 Enterprise

• Enterprise Organization
• Inheritance and Overrides
• Configuring Permissions for the Enterprise
• Understanding CAL Packages
• Overview of CAL Package Deployment
• Configuring CAL Package Permissions
• 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
• 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

3 Properties

• Adding a Property
• Adding a Revenue Center
• Overview of Adding a Workstation
• Adding a Workstation
• Configuring Workstation Transaction Settings
• Setting Offline Transaction Posting Time
• Configuring Workstation Security
• Configuring the Magnetic Stripe Reader on the Oracle MICROS Tablet 720
• Configuring the Barcode Scanner on the Oracle MICROS Tablet 720
• Integration with the Android Mobile Operating System
• Android Devices and Versions
• Android Functionality Support
• Android Network Requirements
• Android Payments
• 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
• Viewing and Editing Simphony Android Files
• Setting Languages

4 Employees and Privileges

• Setting Employee Roles
• Creating Employee Classes
• Adding an Employee
• Terminating an Employee
• Changing Employee Information
• Configuring Employee Shifts
• Configuring Employee Breaks
• Clock-In and Clock-Out Cycles
• Setting Clock-In and Clock-Out Cycles
• Job Codes
• Configuring Job Codes
• Understanding Tip Tracking
• Configuring Tip Tracking and Reporting
• Configuring Tip Track Front of House Buttons

5 Payments and Currency

• Types of Payment
• Configuring Base Currency and Alternate Currency
• Configuring Currency Conversions
• Configuring the Cash Tender
• 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
• 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
• Credit Card Batching
• Creating a Credit Card Batch
• Editing a Credit Card Batch
• Settling a Credit Card Batch
• Credit Card Preamble
• Credit Card Preamble Rules
• Updating Standard Credit Card Preambles
• List of Standard Credit Card Preambles for the U.S.
• Pay at the Table
• Configuring a Credit Card Tender
• 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
• Autosequence Events
• Configuring Autosequence Events
• Configuring the Autosequence Event Schedule

6 Taxes

• Understanding Tax Rates and Tax Classes
• Serving Periods
• Configuring a Serving Period
• 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

7 Discounts

• Automatic Discounts
• Understanding Automatic Discount Rules
• Understanding Awarding Algorithms
• Discount Award Types
• Discount Exclusivity
• Simple Exclusivity
• Group Exclusivity
• Menu Item Groups
• Configuring Discount Privileges
• Configuring Discounts
• 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
• Configuring Menu Item Groups

8 Service Charges

• Configuring Service Charges

9 Setting Up Menu Items

• Menu Item Programming Best Practices
• Major Groups
• Family Groups
• Menu Item Master and Menu Item Definitions
• Menu Item Classes
• Menu Item Pricing
• Screen Look Up (SLU)
• Number Look Up (NLU)
• Menu Levels
• Sales Itemizers
• Configuring Major Groups
• Configuring Family Groups
• Configuring Menu Item Classes
• Configuring Menu Item Prices
• 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
• Configuring Menu Item Functionality on the Workstation
• Configuring Sales Itemizers
• Configuring Master Records for Menu Items
• Configuring Menu Item Definitions
• Adding and Disabling Menu Items
• Configuring Menu Item Availability from the EMC
• Configuring Menu Item Availability for Multiple Definitions at the Workstation
• Configuring a Weighed Menu Item
• Understanding Tare Weight
• Setting the Tare Weight for a Menu Item
• Menu Item Fees
• Configuring Menu Item Fees
• 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 Tender/Media Records
• 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
• 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
• Menu Item Waste Checks
• 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

10 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

11 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

12 Workstation Touchscreen Pages

• Configuring Function Keys
• Adding Menu Item Keys to the Transaction Page
• Adding a Service Total Key to the Transaction Page
• Adding Payment Keys to the Transaction Page
• Adding Discount and Service Charge Keys to the Transaction Page
• Configuring Macros

13 Guest Checks

• Configuring Guest Check Numbers
• Configuring Guest Check Headers and Trailers
• Creating a Tender to End the Current Service Round of Checks
• 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
• 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

14 Resetting Daily Totals

• Start of Day
• Start of Day Business Rules
• Start of Day with Offline Workstations or Server
• Configuring Start of Day

15 Maintaining the Database

• Understanding the Database Update Frequency
• Setting the Database Update Frequency
• Understanding the Clear Totals Operation
• Running the Clear Totals Operation

16 Printers and Order Devices

• Understanding Print Controller
• Roll Printer
• Slip Printer
• Internet Protocol (IP) Printer
• Bluetooth Printer
• Oracle MICROS Mini Printer
• Configuring a Printer
• Logo Printing
• Uploading a Logo to Simphony
• Assigning a Logo to Guest Checks and Customer Receipts
• Order Receipt Layouts
• Configuring an Order Receipt Layout
• KDS Controller
• Configuring a KDS Controller
• Configuring a KDS Display
• Configuring the KDS Bump Bar
• KDS Bump Bar Functions
• Configuring KDS Course Overrides
• Configuring a Backup KDS Controller
• Upgrading an Order Device
• Upgrading the RDC Operating System
• Resetting the RDC Factory Settings
• Installing the KDS Client
• Configuring the Deployment Schedule to Install CAL on KDS

17 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

18 Reporting

• Allowing Employees to Run Reports
• List of PMC Reports
• Configuring Employee Privileges for Oracle Hospitality Reporting and Analytics
• Configuring the Log Files for Oracle Hospitality Reporting and Analytics

19 Auditing

• Understanding the Audit Trail
• Using the Audit Trail
• Understanding Audit This Record
• Using Audit This Record

20 Dining Room Tables and Seating

• Standard and Enhanced Table Management
• Configuring the Standard Table Management Interface
• Creating Standard Dining Tables
• 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 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

21 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
• ECM Reporting
• ECM Enterprise Reports
• Assigning Enterprise Reports
• Creating ECM Property Reports
• ECM Workstation Hardware
• Enterprise Cash Management Configuration Levels

22 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

23 Setting Up the Web Service

• Understanding Transaction Services
• Configuring the Transaction Services Workstation Client
• Configuring the Transaction Services Employee

24 Importing and Exporting Data

• Configuring the Import/Export Service Privileges
• Configuring the Import/Export Service
• Increasing the Import File Size
• Import/Export Service Components

25 Handling Time Zone Changes on a Moving Property

• Start of Business Day
• Workstation Control Privileges
• Changing the Time Zone
• Configuring Start of Day
• Configuring Workstation Control Privileges

26 Log File Management

• Modifying the Default Log Archive Purge Settings for Application Services
• Enabling Log Archiving for Workstations

27 Engagement Cloud Service

• Understanding the 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
• 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