Setting Up Enterprise Back Office and Simphony

After installing Enterprise Back Office and Simphony, you must perform the following tasks to set up Enterprise Back Office before you can begin configuring the organization in Simphony:

1. In Reporting and Analytics:

   1. Set up the super organization.

   2. Create the Simphony organization.

   3. Import settings from the Simphony organization template.

   4. Configuring Organizations for Remote Transfer Agent.

2. In the Simphony EMC:

   1. Create locations for the organization.

   2. Creating reporting locations for the organization.

   3. Create users and roles.

3. Creating Locations for Remote Transfer Agent

4. Enabling Simphony-Specific Reports

• Setting Up the Super Organization
  
• Creating a Simphony Organization
  
• Importing the Simphony Organization Template
  
• Initializing the Organization in the Database
  
• Creating and Adding Locations
  
• Enabling Simphony-Specific Reports
  

Setting Up the Super Organization

1. Navigate to Reporting and Analytics, and then log in to the M organization with system administrator credentials.
2. Click Admin, click System, click Organizations, click Organizations, click MICROS, and then click Edit.
3. To enable the Oracle Business Intelligence server connection, enter the Oracle WebLogic administrator credentials for WLST and SOAP.
4. Configure the Simphony database credentials:
   1. Enter the Simphony DB Password.
   2. If the database supports a single Simphony organization, enter the Simphony DB User Name.
   3. If the database supports Simphony multi-tenancy and uses Oracle Database server, leave the Simphony DB User Name field empty, and then enter a Simphony DB Username Suffix as an identifier for organization-specific databases.
5. You can click Save, log out, log back in to Reporting and Analytics, and then verify that Analysis Reports and Dashboards load the OBI interface.

Creating a Simphony Organization

1. Log in to the M organization with system administrator credentials.
2. In Reporting and Analytics, click Admin, click System, click Organizations, click Organizations, and then click Add.
3. Configure basic organization information:
   1. Enter the Name of the organization and a Short Name consisting of three alphabetical characters. Both names must not already be used, and the short name is used for logging into Reporting and Analytics.
   2. Select the Reporting and Analytics license type in Organization Type.
   3. To select a default market of operations, select QSR for quick-service restaurants, select TSR for table-service restaurants, and select HTL for hotel operations in Market Segment.
   4. Enter the number of months that Enterprise Back Office retains data in Retention Months.
   5. Select a purge configuration in Purge Level for data maintenance.
4. Configure the default password policy:
   1. Select how user accounts can be unlocked after Enterprise Back Office locks an account for multiple login failures in Lockout Policy.
   2. Enter the number of login failures allowed by Enterprise Back Office before the account is locked in Max Login Attempts.
   3. Enter the number of minutes that a user can be inactive in Enterprise Back Office before their login session is closed in Allowed Idle Period.
   4. Enter the number of days before requiring a user to change their password in Password Expiration Period.
5. Configure the regional settings for the organization:
   1. Select the default Language for locations.
   2. Select the day that the calendar week begins in Start of Week.
   3. Select Enable Common Currency to enable the designating a default currency. You can select a default currency in Common Currency after configuring currencies in Reporting and Analytics.
   4. To enable VAT taxes, enter VATFlag=1 in Other Options. Separate entries in the field with new lines.
   5. Enter the international vehicle registration code, separated by spaces, for the countries in which the organization operates in Reseller.
6. Configure reports:
   1. Enter a date range limit for detail queries and summary queries in Detail Query Day Limit and Summary Query Day Limit for Ad Hoc and Interactive reports..
   2. Select Mask SSN on Report to hide social security numbers, and select Do not post SSN as Payroll ID to avoid social security numbers in payroll reports.
   3. Select whether the organization includes taxes in Net Sales calculations in Tax Type.
   4. Enter the maximum number of months that a user can select when running a report in Calendar Selection Limit.
   5. Select Report by Market Segment to organize data in reports by market segment.
7. Enable or disable Enterprise Back Office components:
   1. Select Enable Customer Info to enable Gift and Loyalty.
   2. Select Enable iCare OLTP to enable Gift and Loyalty Online Transaction Processing.
   3. Select Enable CRM Database to enable the Gift and Loyalty Customer Relationship Management database.
   4. Select Enable Inventory to enable Inventory Management.
   5. Select Enable Enterprise Labor to enable Labor Management.
   6. Select Enable Labor Messaging to enable the Labor Management messaging queue.
   7. Select Enable Extended Labor to enable extended Labor Management functionality.
8. Click Save.

Importing the Simphony Organization Template

1. In Reporting and Analytics, click Admin, click System, click Organizations, and then click Copy Organization Shell.
2. Select Simphony 2x Template Org from Source Organization Name.
3. Select your organization from Destination Organization Name. The drop-down list does not show organizations that have already imported configurations from a template.
4. Create and confirm a password for the sys admin user in the new organization.
5. Click Copy.

Initializing the Organization in the Database

1. Log in to the DOWNLOAD organization in Reporting and Analytics.
2. Click Admin, click .Connect Admin, click System information, and then click Organizations.
3. Click Add, or select an organization and then click Edit.
4. Select your Reporting and Analytics Organization.
5. Enter the organization short name in Alpha3Code.
6. Click OK, and then click Save.

Creating and Adding Locations

Creating and adding locations to the organization in Enterprise Back Office consists of creating the locations in the Reporting Hierarchy, and then setting up the database and mail server address for each location in the DOWNLOAD organization.

1. Log in your organization in Reporting and Analytics.
2. Click Admin, click Portal, click Organizational Structure, and then click Locations.
3. For each location that you want to create, click Add, and then fill out the location configuration form.
   1. In the Name field, type a unique name for the location.

      For example, type Columbia for a restaurant location in Columbia, Maryland.

   2. In the Location Reference field, type a value to indicate the location position within the organizational hierarchy.

      You can use a number to indicate the position. For example, if the location is the fourth location in a district level, you can use a value of 4. You can also use text to indicate the position. For example, you can use East for a location on the Eastern side of a district level.

   3. Select the Master Group to which the location belongs.
4. After creating the necessary locations, log out of Reporting and Analytics.
5. Log in to the DOWNLOAD organization in Reporting and Analytics.
6. Click .Connect Admin, click Location Information, and then click Locations.
7. For each location, click Add Restaurant, and then fill out the form:
   1. Select the organization from the Organization drop-down list.
   2. Select the Reporting and Analytics counterpart for the location from the Locations drop-down list.
   3. Select the Point-of-Sale application from the System drop-down list.
   4. If applicable, enter the order or subscription number in the External Reference field.
   5. Leave the Restaurant ID and Password fields empty. The Remote Transfer Agent generates an ID and password for the location, and then creates a mailbox in the mail server using the generated credentials.

      If you return to this form and change the password, the Remote Transfer Agent does not propagate the change to the mail server. You must update the password in the mail server, or the store download fails.

   6. As a reference, you can enter the date that you created the location and the date that you set the location to inactive.
   7. Do not select Beta Code.
   8. Do not select Beta Script.

Enabling Simphony-Specific Reports

To use reports specific to Oracle MICROS Simphony, you must assign the reports to roles in the Reporting and Analytics Warehouse configurations.

1. In Reporting and Analytics, click Admin, click Warehouse, click Reports, and then click Report Roles.
2. Select the role to which you want to assign Simphony reports, click Select, and then click Add.
3. Find and select the report you want to assign, and then click Save.