Preface

Oracle MICROS Simphony is a cloud-based Point-of-Sale (POS) solution that provides business management capabilities using a single tool with vast integration capabilities to property management systems, paperless kitchen display systems, credit card interfaces, and reporting applications.

Purpose

This Configuration Guide provides instructions to set up Simphony release 18.2.

Audience

This document is intended for system administrators of Oracle MICROS Simphony release 18.2.

Customer Support

To contact Oracle Customer Support, access My Oracle Support at the following URL:

https://support.oracle.com

When contacting Customer Support, please provide the following:
  • Product version and program/module name

  • Functional and technical description of the problem (include business impact)

  • Detailed step-by-step instructions to re-create

  • Exact error message received and any associated log files

  • Screen shots of each step you take

Documentation

Product documentation is available on the Oracle Help Center at https://docs.oracle.com/en/industries/food-beverage/.

Simphony eLearning

The Simphony Learning Subscription provides additional product knowledge through interactive training, guided video tours, and helpful knowledge checks. After exploring the documentation library, use your Oracle Single Sign On to check out the Simphony learning opportunities at Hospitality Learning Subscriptions.

Revision History

Date Description of Change

December 2018

Initial publication

January 2019

Updated Configuring SRM Payment Types for Tenders (Step 6) in Chapter 39: Peripheral Devices.

Updated the following sections in Chapter 8: Language Settings and Translation:
  • Setting Languages for the Property

  • Setting the Default Language for Employees

  • Setting the Default Language for a Workstation

Updated Logo Printing details in Chapter 38

Added DIP and Memory switch settings to Chapter 37: Printers

Updated Configuring CAPS on Microsoft IIS with Oracle Database on Enterprise Server in Chapter 36: CAPS

February 2019

Updated Configuring the SPI Payment Driver in Chapter 10: Payments and Currency by adding the Enable Quick Chip field and description to Step 4.

April 2019

  • Updated Chapter 10: Payments and Currency, specifically The Oracle Payment Interface (OPI)

  • Updated Chapter 42: Importing and Exporting Data, specifically Configuring the Import/Export Service Privileges

  • Updated Chapter 46: Enterprise Cash Management

  • Removed step from Configuring Decimal Quantity Menu Items in Chapter 12: Discounts

May 2019

Updated Adding a Workstation in Chapter 7: POS Workstations by adding Step 10 about editing the system’s license count.

September 2019

Updated the following sections in Chapter 7: POS Workstations:
  • POS Clients Running Android Mobile Operating System

  • Removed Android Devices and Versions as this information is included in the Oracle Food and Beverage Compatibility Matrix

  • Configuring an Android Workstation

  • Removed Installing the Simphony Service Host on an Android Device as this information appears in the Oracle Hospitality Simphony Client Deployment Guide

Added missing devices in Chapter 47: Engagement Cloud Service | System Requirements and Supported Devices section.

October 2019

  • Updated Chapter 4: Cloning Simphony Database Configurations.

  • Updated Fingerprint Scanning in Chapter 40: Peripheral Devices.

  • Added Chapter 52: Interfaces with Simphony.

  • Added SPI data flow and related information to Payments and Currency chapter.

December 2019

  • Updated Configuring the Menu Item Tax Class Override in Chapter 12: Taxes.

  • Updated Configuring Menu Item Definitions in Chapter 20: Menu Item Definitions.

  • Updated Configuring Screen Look Ups for Open Checks in Chapter 24: Screen Look Up (SLU).

  • Updated Chapter 39: Logo Printing (for the 18.2.3 release).

  • Added Chapter 40: Configuring Pre-Production Chits to Output to Remote Printers (Release 18.2.3.only).

  • Updated Creating Loyalty and Stored Value Buttons in Chapter 44: Loyalty and Gift Card Interfaces and Drivers.

  • Updated Chapter 31: Guest Checks, specifically the Configuring Guest Check Numbers topic.

January 2020

  • Updated Fingerprint Scanning in Chapter 40: Peripheral Devices to include information on how the system processes fingerprint data.

  • Updated Chapter 8: POS Workstations (updated the Android Payments topic to include OPI/SPI as supported drivers).

February 2020

  • Updated Chapter 4: Uploading Data to the Target Environment

May 2020

Updated the following sections for Simphony release 18.2.5:
  • Chapter 19: Menu Item Classes

    • Configuring Menu Item Classes

  • Chapter 29: Condiments

    • Assigning Condiments to Parent Menu Item Classes

    • Creating Menu Item Classes for Prefixes

    • Using Condiment Prefixes with Menu Item Classes

  • Chapter 31: Guest Checks

    • Closed Guest Check Operations

    • Configuring Closed Check Settings

    • Allowing Employees to Reopen and Edit a Closed Check

    • Voiding Points on a Re-opened Check

Added the following sections to Chapter 22: Menu Levels for Simphony release 18.2.5:
  • Changing the Price Level of Menu Items

  • Configuring Permissions to Change Menu Item Price Levels

  • Configuring Active Main or Sub Level Pricing for Current Round

  • Configuring the Change Price Level Buttons

Added the following section to Chapter 31: Guest Checks for Simphony release 18.2.5:
  • Allowing Employees to Void a Closed Check

Updated Changing Employee Information in Chapter 10: Employees and Privileges with a note for the Employee Records Information Table, General Sub-tab.

Updated Configuring Menu Item Definitions in Chapter 20: Menu Item Definitions as the (Optional) NLU Number is not unique.

Updated Configuring Screen Look Ups for Menu Items in Chapter 24: Screen Look Up (SLU) (SLU Sort Priority in step 8).

Updated Seat Filtering and Memo Checks in Chapter 31: Guest Checks to indicate that Simphony supports assigning up to 99 seats to a check.

Updated Chapter 39: Logo Printing to indicate that you can configure a check to print more than one logo.

Updated Fingerprint Scanning in Chapter 41: Peripheral Devices to include biometric data storage in Employee table and queries.

June 2020

Added Configuring an Alpha-Numeric Keyboard in Chapter 8: POS Workstations.

Updated Configuring Workstation Translations in Chapter 9: Language Settings and Translation.

Merged Configuring POS Core and Payment Translations to Configuring Workstation Translations in Chapter 9: Language Settings and Translation.

Updated Assigning Condiments to Parent Menu Item Classes in Chapter 29: Condiments.

August 2020

Updated the following sections for Simphony release 18.2.6:
  • Chapter 45: Loyalty and Gift Card Interfaces and Drivers

    • Configuring the Loyalty Driver

    • Configuring the Stored Value Driver

    • Setting Loyalty Options

    • Setting Stored Value Options

October 2020

Updated Configuring Service Charges in Chapter 14: Service Charges (regarding Tips Paid Tender/Media).

Updated Configuring Family Groups in Chapter 16: Categorizing Menu Items into Groups.

Updated Allowing Assigned Receptacle Access and Counts in Chapter 48: Enterprise Cash Management for Simphony release 18.2.7.

November 2020

Updated the Surcharges topic in the Taxes chapter.

Updated the Follow Me topic in the Guest Checks chapter.

Updated the Configuring the Service Host for CAPS in EMC topic in the Check and Posting Service (CAPS) chapter.

February 2021

Updated the following topics in the Peripheral Devices chapter:
  • Updated the Configuring a Barcode Reader Using the Barcodes Module Method topic.

  • Removed the Configuring a Barcode Reader Using the Number Lookup (NLU) Method topic.

Updated Enabling Log Archiving for Workstations in the Log File Management chapter.

March 2021

Added the Configuring a Rear Marketing Display (RMD) topic to the Interfaces with Simphony chapter.

April 2021

Updated Configuring the Room Charge Tender in the Payments and Currency chapter.

May 2021

Updated Cloning Simphony Database Configurations.

Updated the following topics in the Taxes chapter.
  • Configuring Order Types

  • Configuring a Serving Period

  • Updated the Tax Methods table in the U.S. Inclusive Tax row.

Updated Configuring Effectivity Groups in the Discounts chapter.

Updated Configuring Closed Check Settings in the Guest Checks chapter.

Added the following topics to the Check and Posting Service (CAPS) chapter:
  • Scheduling and Viewing Device Information

  • Device Information Needs Attention State

June 2021

Updated Slip Printer in the Printers chapter.

October 2021

Added the Removing Legacy Credit Card Drivers topic in the Payments chapter.

November 2021

Added the CAPS Optimization for High Loads topic in the Check and Posting Service (CAPS) chapter.

January 2022

Added the Banquet Guest Check Printing chapter.

March 2022

Added the Post Uploading Cloned Data Instructions topic to the Cloning Simphony Database Configurations chapter.

May 2022

Updated Configuring Mail Order Telephone Order (MOTO) topic in the Payments and Currency chapter.