Installing Automation Service

1. Create the folder root\Inventory Management\log\AutomationService\ to store the Automation Service log files.
2. Navigate to the latest Inventory Management release 9.1 patch installation media, unzip <date>_HIM_AutomationService_9.1.x.x.x.zip in <drive>:\IMSetup\Patch91x.
3. Navigate to <drive>:\IMSetup\Patch91x\<date>_HIM_AutomationService_9.1.x.x.x and run setup.exe as the administrator.
4. Go to the installation path for the Automation Services and run AutomationServiceConsole as the administrator. Click OK to create a new configuration file if one is not found.
5. From the Automation Service Console complete the following:
   1. In the Database type field, select Oracle.
   2. In the Database server field, enter the Oracle instance.
   3. In the Database user field, enter the user, which is the organization short name.
   4. In the Database password field, enter the user’s password.
   5. In the Database catalog field, enter the user.

      • For a single tenant, enter the short organization name.

      • For a multitenant, enter the master Oracle Database user for each organization.

   6. In the log file folder, enter the path created for the log in Step 1.
   7. In the Allowed Job Types field, select which jobs are allowed for use on this machine. The options include:

      • Book invoice to B/O: This job processes invoices which are set to Booked to Accounts Payable within the Invoicing module if configured. Afterwards an export file or files can be generated which can be used by an accounts payable solution.

      • Book sales from myInventory: This job handles stock depletion based on sales when booking sales manually within the Maintenance | Booking Sales module.

      • Close financial period export per client: This job creates export files when closing the financial period per client within the Closed Financial Period module if configured at Maintenance | Settings | General and scheduler is activated for export at Master Data | Clients.

      • Close financial period export per location: This job creates export files when closing the financial period per location within the Closed Financial Period module if configured at Maintenance | Settings | General and scheduler is activated for export at Master Data | Clients.

      • Import Master data: This job processes Master Data when consuming the Master Data Web Service. However, this job is not used when using the Master Data Web Service Delta call.

      • Sales History Compression: If configured in the Organizations web application, this job aggregates sales inventory item activities per day. For example, if bottled watered was sold 200 times per day per restaurant, then this job will turn the 200 inventory item records which are linked to the sales item into one record with a quantity of 200 which reduces the table size.

      • Send Notification: This job sends Scheduler notifications after a job has been completed if configured at the Maintenance | Scheduler module.

      • Send Vendor Discrepancy: This job sends an email with discrepancy information between ordered and received quantities when using the Vendor Rating functionality in Receiving.

      • Send Vendor Rating: This job sends an email with Vendor Rating information when using the Vendor Rating functionality in Receiving.

      Note:

      For a list of all other jobs, see the “Scheduler Jobs” section in the Oracle MICROS Inventory Management User Guide.
6. Deselect Disable Notifications per E-Mail.
7. Click Save Configuration and then confirm that the database connectivity shows OK.
8. Click Start and then confirm that the service status shows Running.
9. To configure the service, navigate to Microsoft Windows, click Start, click Run, enter services.msc, right-click Oracle.Hospitality.Inventory.AutomationService, and then click Properties.
10. Click Recovery, set First failure, Second failure, and Subsequent failures to restart the service.