Creating an Organization

1. Log in to the MICROS 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 and Short Name for the organization. Both names must not already be used.
   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. 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.
   2. Select whether the organization includes taxes in Net Sales calculations in Tax Type.
   3. Enter the maximum number of months that a user can select when running a report in Calendar Selection Limit.
   4. 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.
9. You can now configure the organization.

   • Importing Organization Configurations from a Template

   • Setting Up Gift and Loyalty for an Organization

   • The Oracle MICROS Reporting and Analytics User Guide contains information and instructions for setting up and configuring the organization in Reporting and Analytics.