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.

Audience

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

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

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Date	Description of Change
September 2021	Initial publication. Updated Adding a Property in the Properties chapter. Updated OPERA Self Pay in the Payments and Currency chapter.
October 2021	Updated the following topics in the Payments and Currency chapter: Configuring the Loadable PMS Payment Module Added Removing Legacy Credit Card Drivers Updated the following topics in the Reporting chapter: List of Workstation PMC Reports Added Closed Check Report Codes Updated Configuring Options for Australia GST Requirements in the Taxes chapter.
November 2021	Added CAPS Optimization for High Loads in the Check and Posting Service (CAPS) chapter. Updated the Enterprise Cash Management chapter. Updated Configuring a Rear Marketing Display (RMD) in the Interfaces with Simphony chapter. Added the following topics in the POS Workstations chapter for Simphony version 19.3.1: Installing the Android Service Host Upgrading and Downgrading the Android Service Host
December 2021	Updated Configuring Order Types in the Order Types chapter.
January 2022	Added Banquet Guest Check Printing chapter.
February 2022	Updated Configuring the SVS Processor and Content Files in the XProcessor Gift Cards and Plug-ins chapter. Updated Dining Table Status in the Dining Room Tables and Seating chapter. Updated the Logo Printing chapter.
March 2022	Added Configuring Australian Goods and Services Tax (GST) and its subtopics in the Taxes chapter for Simphony version 19.3.3. Added Post-Uploading Cloned Data Instructions to the Cloning Simphony Database Configurations chapter. Updated CAPS Optimization for High Loads in the Check and Posting Service (CAPS) chapter. Updated Enabling Simphony Transaction Services for Workstations in the Transaction Services chapter.
April 2022	Updated the following topics in the Loyalty and Gift Card Interfaces and Drivers chapter: Setting Loyalty Options Setting Stored Value Options Updated/added the following topics in the Resetting Daily Totals chapter: Start of Day Start of Day Business Rules Configuring a Manual Start of Day (topic formerly named Configuring Start of Day) Added Configuring an Automatic Start of Day Updated the following topics in the Menu Item Definitions chapter: Creating Allergen Classes Configuring Nutrition Settings
May 2022	Updated Configuring Mail Order Telephone Order (MOTO) in the Payments and Currency chapter. Updated Configuring Prorated Taxes for Each Combo Meal Menu Item Price as a Percentage of the Total Combo Meal Price in the Taxes chapter. Updated Configuring Menu Item Prices in the Menu Item Prices chapter. Updated Configuring a Rear Marketing Display (RMD) in the Interfaces with Simphony chapter. Restored Microsoft SQL Server references to CAPS Configuration Methods in the Checks and Posting chapter.
June 2022	Updated Configuring Menu Item Prices in the Menu Item Prices chapter. Updated Enabling Extension Applications in the Extension Applications chapter. Added Location-Based API Requirements for Simphony Transaction Services Gen 2 in the Transaction Services chapter.
July 2022	Updated Barcode Reader Setup in the Peripheral Devices chapter. Updated Configuring Rental Deposit Buttons in the Rental Deposits chapter.
September 2022	Updated Adding a Workstation in the POS Workstations chapter. 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	Updated the following topics in the Taxes chapter: Serving Periods Configuring a Serving Period Removed the Configuring the Biometrics CAL Package Deployment topic from the Peripheral Devices chapter. Updated the following topics in the Transaction Services chapter: Transaction Services Configuring the Transaction Services Workstation Client Updated Adding an Employee in the Employees and Privileges chapter
December 2022	Updated Configuring Order Types in the Order Types chapter. Updated Configuring Caps on IIS in the Check and Posting Service (CAPS) chapter.
February 2023	Updated Configuring a Magnetic Stripe Reader in the Peripheral Devices chapter. Updated Enabling Simphony Transaction Services for Workstations in the Transaction Services chapter. Updated Configuring Order Types in the Order Types chapter. Removed Check Sharing from the Payments and Currency chapter. Update to Credit Card Preambles for OPI and SPI in the Payments and Currency chapter.
March 2023	Removed the Job Codes and Configuring Job Codes topics from the Employees and Privileges chapter. Updated Adding a Workstation from the POS Workstations chapter. Updated the following topics in the Transaction Services chapter: Transaction Services Configuring Menu Item Definitions, Family Groups, and Condiment Group Names Consumer-Facing Settings Updated the Configuring the Givex Processor Address and Port topic in the XProcessor Gift Cards and Plug-ins chapter. Updated the Order Types topic in the Order Types chapter. Updated Configuring Effectivity Groups in the Discounts chapter. Added Configuring a Custom Page Template to the Workstation Touchscreen Pages chapter. Updated Configuring Languages in the Language Settings and Translation chapter.
April 2023	Updated Adding an Employee in the Employees and Privileges chapter. Updated XProcessor Extension Application Migration in the Loyalty and Gift Card Interfaces and Drivers chapter.
August 2023	Updated Configuring Languages in the Language Settings and Translation chapter.
September 2023	Updated CAPS Optimization for High Loads in the Check and Posting Service (CAPS) chapter.
October 2023	Updated Configuring a Printer in the Printers chapter.
January 2024	Updated the following topics in the Number Look Up (NLU) chapter: Number Look Up (NLU) Configuring Number Look Ups for Tender/Media Records Updated CAPS Optimization for High Loads in the Check and Posting Service (CAPS) chapter. Updated the following topics in the XProcessor Gift Cards and Plug-ins chapter: Configuring the Givex Host Adaptor Creating Givex Processor Operations Buttons Added the Menu Item Field Security topic to the Employees and Privileges chapter.
March 2024	Updated Creating Menu Item Classes for Condiment Groups in the Condiments chapter.