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 19.1.

Audience

This document is intended for system administrators of Oracle MICROS Simphony release 19.1.

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/pos.html.

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

January 2020

  • Initial publication.

  • Updated Fingerprint Scanning in Chapter 42: 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

March 2020

Updated Chapter 32: Guest Checks for the Configuring Team Service Privileges sub-topic

May 2020

Updated the following sections in Chapter 12: Payments and Currency:
  • OPERA Self Pay

  • Configuring the Room Charge Tender

  • Configuring the OPERA PMS Payment Driver

Updated Configuring Menu Item Definitions in Chapter 21: Menu Item Definitions.

Updated Chapter 40: Logo Printing to indicate that you can configure a check to print more than one logo.

Updated Fingerprint Scanning in Chapter 42: Peripheral Devices to include biometric data storage in Employee table, and queries.

June 2020

Added Configuring 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.

Removed the following sections from Chapter 38: Check and Posting Service (CAPS):
  • Configuring CAPS on Microsoft IIS with SQL Server Database on Enterprise Server

  • Configuring CAPS on Microsoft IIS with SQL Server Database on Remote Service Host

  • Configuring CAPS as a Windows Service with a Microsoft SQL Database

July 2020

Updated OPERA Self Pay in Chapter 12: Payments and Currency.

October 2020

Updated Configuring Family Groups in Chapter 17: Categorizing Menu Items into Groups.

Updated Configuring Service Charges (regarding Tips Paid Tender/Media) in Chapter 15: Service Charges.

November 2020

Updated Surcharges in Chapter 13: Taxes.

Updated Follow Me in Chapter 32: Guest Checks.

Updated Configuring Employee Privileges for Oracle Hospitality Reporting and Analytics in Chapter 43: Reporting.

February 2021

Updated the following topics in Chapter 42: Peripheral Devices:
  • 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 the Configuring the Room Charge Tender topic in the Payments and Currency chapter.

May 2021

Updated Cloning Simphony Database Configurations.

Updated Configuring Effectivity Groups in the Discounts chapter.

Updated the following topics in the Taxes chapter.
  • Taxes (Updated the Tax Methods table in the U.S. Inclusive Tax row)

  • Configuring a Serving Period

  • Configuring Order Types

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.

  • Added the Configuring Open Checks on Revenue Centers to Automatically Cancel topic to the Guest Checks chapter.

September 2021

Updated Order Types in the Taxes chapter.

October 2021

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

  • Updated List of Workstation PMC Reports, and added Closed Check Report Codes to the Reporting chapter.

  • Updated Configuring Options for Australia GST Requirements in the Taxes 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.

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

April 2022

Updated the following topics in the Loyalty and Gift Card Interfaces and Drivers chapter:
  • Setting Loyalty Options

  • Setting Stored Value Options

May 2022

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

Updated Configuring Menu Item Prices in the Menu Item Prices chapter.

June 2022

Updated CAPS Configuration Methods in the Check and Posting Service (CAPS) chapter by restoring Microsoft SQL Server references.

July 2022

Updated Barcode Reader Setup in the Peripheral Devices chapter.

Updated Enabling Extension Applications in the Extension Applications chapter.

Updated Configuring a Rear Marketing Display (RMD) in the Interfaces with Simphony chapter.

Updated Configuring Rental Deposit Buttons in the Rental Deposits chapter.

September 2022

Updated Credit Card Preambles for OPI and SPI in the Payments and Currency chapter.

Updated Closed Guest Check Operations in the Guest Checks chapter.

November 2022

Removed Configuring the Biometrics CAL Package Deployment from the Peripheral Devices chapter.

March 2024

Updated Creating Menu Item Classes for Condiment Groups in the Condiments chapter.

Updated Barcode Reader Setup in the Peripheral Devices chapter.