Property Post-Upgrade Instructions

After performing an upgrade to Simphony version 2.9, all sites and properties (Cloud and self-hosted customers) must perform the steps below.

• Updating the Property’s EMC Client
  The Enterprise Management Console (EMC) is the primary configuration application in Simphony. A shortcut for accessing EMC is installed on the application server during the installation. Self-hosted customers also need to follow these steps to configure Remote EMC clients. Remote EMC clients allow users to access the EMC from other computers on the network.
• Updating Simphony License Counts
  After an upgrade, you should verify, and if necessary, update the Simphony License Counts
• Updating Property Administrator and Database Logon Credentials
  When logging in to the EMC for the first time after installing or upgrading to Simphony version 2.9, a message indicates that the property credentials are not compliant with Simphony standards. To keep the properties safe from security risks, you need to update the Admin and Database credentials, which Simphony uses to create and maintain the workstation databases. Simphony offers the option of configuring security credentials for each property separately or using the same credentials for all properties in the Enterprise. Simphony requires that you update the system and database administrator credentials every 90 days. If you do not update the credentials, EMC shows the Database Credentials Non-Compliance message each time you log in, until you meet the password criteria.
• Configuring Logon Credentials for Separate Properties
  
• Configuring the Same Logon Credentials for All Properties
  
• Updating Check and Posting Service Clients
  
• Updating CAL Packages
  

Updating the Property’s EMC Client

The Enterprise Management Console (EMC) is the primary configuration application in Simphony. A shortcut for accessing EMC is installed on the application server during the installation. Self-hosted customers also need to follow these steps to configure Remote EMC clients. Remote EMC clients allow users to access the EMC from other computers on the network.

To upgrade the property's EMC client:

1. Open an Internet browser, navigate to: http://ApplicationServerName:PortNumber/egateway/download/EMCClient/, and then click EMCSetup.exe.
2. If you see the Unknown Publisher warning, click Run.
3. On the Welcome screen, click Next.
4. Set the destination folder, and then click Next.
5. Enter the IP address or the name of the Simphony application server with the EGateway port number (for example, http://192.168.220.224:8080), and then click Next.
6. Click Install.
7. Click Finish to exit the installer.
8. Double-click the AppLoader icon on the desktop to launch the remote EMC.
   The AppLoader also updates the remote EMC with the same file versions that are on the Simphony application server.

Updating Simphony License Counts

After an upgrade, you should verify, and if necessary, update the Simphony License Counts

To edit the system’s license counts:

1. Access the EMC, select the Enterprise level, select Enterprise Parameters, and then click the License Configuration tab.
2. Click Configure adjacent to the Workstations Client License Count.
3. To add a new license count, select I would like to set the license count to X, making the new license count X.
4. To append licenses to an existing license count, select I would like to add X to the current license count, making the new license count X.
5. Enter the number of client licenses purchased.
6. (Optional) Enter additional details regarding the purchased license in the Enter Reference Information for the License Count Change field, and then click OK.
7. Repeat Steps 2 through 6 for the Engagement Client License Count, Transaction Service Client License Count, and KDS Client License Count, and then click Save.
   To perform a side by side comparison of the number of purchased licenses against the number of configured clients:
   Click the Licensing Configuration tab, and then click View adjacent to the Properties, Revenue Centers, Concessions Terminals, Workstation Client License Count, Engagement Client License Count, Transaction Services Client License Count, or KDS Client License Count labels.

Updating Property Administrator and Database Logon Credentials

When logging in to the EMC for the first time after installing or upgrading to Simphony version 2.9, a message indicates that the property credentials are not compliant with Simphony standards. To keep the properties safe from security risks, you need to update the Admin and Database credentials, which Simphony uses to create and maintain the workstation databases. Simphony offers the option of configuring security credentials for each property separately or using the same credentials for all properties in the Enterprise. Simphony requires that you update the system and database administrator credentials every 90 days. If you do not update the credentials, EMC shows the Database Credentials Non-Compliance message each time you log in, until you meet the password criteria.

Configuring Logon Credentials for Separate Properties

To configure credentials for each non-compliant property separately:

1. In the EMC, select the Enterprise level, click Setup, and then click Properties.
2. In table view, scroll to the right until you see the Admin Credentials and the Database Credentials columns. If a property is not compliant, the Admin Credentials and the Database Credentials columns are highlighted in red.
3. Click either the Admin Credentials or the Database Credentials column of the non-compliant property, and go to the Property Parameters module.
4. Click the Security tab.
5. Enter User Security Credentials.
   See the Oracle Hospitality Simphony Installation Guide for more information about Simphony password requirements. Simphony uses these credentials to authenticate the workstations. The Install User Security Username must have at least two characters and must not contain a company name, product name, common words, or Structured Query Language (SQL) keywords (for example, Micros, Oracle, abcd, 1234, and so on). The Install User Security Password must have a minimum of eight characters and adhere to the Oracle Database standards.
6. Enter the Current Password of the Admin User.
7. Enter a new strong password for the Admin User.
8. Repeat Steps 6 and 7 for the Database User, and then click Save.
9. Repeat Steps 3 through 8 for all non-compliant properties.

Configuring the Same Logon Credentials for All Properties

To configure the same credentials for all non-compliant properties in the Enterprise:

1. In the EMC, select the Enterprise level, click Setup, and then click Enterprise Parameters.
2. Click the Security tab, and then select Use Same Credentials for All Properties.
3. Select the property whose credentials you want to use, and then enter the New Install User Security Password.
4. Re-enter the new security password in the Confirm User Security Password field, and then click Save.

Updating Check and Posting Service Clients

Update all Check and Posting Service (CAPS) clients prior to updating workstations with the latest CAL Packages. The Oracle Hospitality Simphony Configuration Guide contains more information about configuring and deploying CAL Packages.

Updating CAL Packages

Oracle Hospitality recommends that you consider updating your POS clients using the latest available CAL Packages. To accomplish this, verify the CAL Package contents and then configure and execute a CAL Package Deployment Schedule. The Oracle Hospitality Simphony Configuration Guide contains more information about configuring and deploying CAL Packages.