Setting Up Remote Transfer Agent in the Download Organization

If your Enterprise Back Office environment uses the Remote Transfer Agent Posting service, creating and adding organizations and locations requires configurations in the DOWNLOAD organization.

• Configuring Organizations for Remote Transfer Agent

• Creating Locations for Remote Transfer Agent

• Working with Job Scripts for Remote Transfer Agent

• Configuring and Deploying Jobs for Remote Transfer Agent

• Configuring Deployment Lists for Remote Transfer Agent

• Setting Up Point-of-Sale Workstations for Remote Transfer Agent

• Configuring Organizations for Remote Transfer Agent
  
• Creating Locations for Remote Transfer Agent
  
• Working with Job Scripts for Remote Transfer Agent
  
• Configuring and Deploying Jobs for Remote Transfer Agent
  
• Configuring Deployment Lists for Remote Transfer Agent
  
• Setting Up Point-of-Sale Workstations for Remote Transfer Agent
  
• Modifying Autosequences for RES 3700
  

Configuring Organizations for Remote Transfer Agent

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 an abbreviation for the organization consisting of up to three characters in Alpha3Code. The Alpha3Code is used as the organization name during login.

Creating Locations for Remote Transfer Agent

Follow the instructions to create and set up a location using Remote Transfer Agent. Make sure to set up a Master Group structure before creating the location.

1. Log in to your organization in Reporting and Analytics.
2. Click Admin, click Portal, click Organizational Structure, and then click Locations.
3. 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. Log in to the DOWNLOAD organization in Reporting and Analytics.
5. Click .Connect Admin, click Location Information, and then click Locations.
6. Click Add Restaurant, and then fill out the form:
   1. Select the RTA 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.

Working with Job Scripts for Remote Transfer Agent

You can import, view, and toggle the status of job scripts for Remote Transfer Agent.

1. Log in to the DOWNLOAD organization in Reporting and Analytics.
2. Click .Connect Admin, click Location Information, and then click Job Scripts.
3. To import a script:
   1. Click Load Script.
   2. Select the Supported Systems. Hold CTRL to select more than one system.
   3. Click Choose Files, select the file containing the script, and then click Import.
4. To view the code for a script, select a script, and then click Display Script.
5. To deactivate a script, select a script, and then click Set Inactive.

Configuring and Deploying Jobs for Remote Transfer Agent

You can configure jobs to run one or more scripts to a posting class.

1. Log in to the DOWNLOAD organization in Reporting and Analytics.
2. Click .Connect Admin, click Location Information, and then click Jobs.
3. To create a job:
   1. Click Create Job.
   2. Select the Scripts to be run by this job. Hold CTRL to select more than one system.
   3. Select the class to which the job posts data from the Posting Classes field.
   4. To add a custom job, click Choose Files, and then select the file containing the script.
   5. Click Create.
4. To view the code for a script, select a job, and then click Display Script.
5. To configure deployment variables for a job:
   1. Click Deployment Variables.
   2. Click Add to add a new variable, or select a variable and then click Edit.
   3. Double-click and then enter a value in the organization level, variable name, and value fields.
6. To deploy the job for this organization, select the job, and then click Deploy.
7. To deploy the job for other organizations:
   1. Click .Connect Admin, click Location Information, and then click Deploy job.
   2. Select the organization from the Organizations drop-down list.
   3. Select the deployment list or job, and then click Deploy job.
8. To deploy all jobs for any organization:
   1. Click .Connect Admin, click Location Information, and then click Deploy all jobs.
   2. Select the organization from the Organizations drop-down list.
   3. Use the Lists/Locations/Sources list to narrow the scope of the job deployment.
   4. Click Deploy all jobs.

Configuring Deployment Lists for Remote Transfer Agent

You can create and maintain a list of jobs for each organization in the Remote Transfer Agent.

1. Log in to the DOWNLOAD organization in Reporting and Analytics.
2. Click .Connect Admin, click Location Information, and then click Deployment Lists.
3. To create a list:
   1. Click Add, select the organization, enter a name for the list, and then click OK.
   2. Select the list, click Edit List, and then click Yes to allow the database to update with the new deployment list.
4. To add locations to the deployment list:
   1. Select the list, and then click Edit List.
   2. Click Add Location, select the location, and then click OK.

Setting Up Point-of-Sale Workstations for Remote Transfer Agent

1. Make sure you know your location ID and download password:
   1. In Reporting and Analytics, click Reports, click More Reports, click Admin Reports, and then click Download Report.
   2. Make a note of the Restaurant ID for your location.
   3. Navigate to the .Connect Admin portlet, select your location, and select Display Password.

      If the .Connect Admin portlet does not populate a list of locations, then you do not have the Can View Download passwords portlet permission enabled for your role.

   4. Make a note of the Download Password.
2. On each Point-of-Sale workstation, download and install Remote Transfer Agent for your location:
   1. In Reporting and Analytics, click Admin, and then click Store Download.
   2. Click Install RTA Client, enter the Restaurant ID and the Download Password, and then click Next.

      If the installation fails, Reporting and Analytics shows the error log in a text editor.

Modifying Autosequences for RES 3700

To ensure that all employee shifts and sales are collected by the Daily Totals script, all employee shifts must fall within 5 minutes before the business start time and 5 minutes after the business end time. Verify that the following are set in the end of day autosequence:

• Increment Employee Shift

• Set Business Day

If an auto-increment is set to run on the server, confirm that this occurs after the end of day autosequence.