Preface

Purpose

This Configuration Guide provides instructions for system administrators 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 Digital Learning

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 Oracle Food & Beverage Learning Subscription.

Revision History

Date	Description of Change
September 2022	Initial publication for Simphony release 19.4.
November 2022	Updated the following topics in the Taxes chapter: Serving Periods Configuring a Serving Period Updated the following topics in the Configuring Pre-Production Chits to Output to Remote Printers chapter: Configuring Pre-Production Chits to Output to Remote Printers Example of a Pre-Production Chit 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 Added or updated the following topics for Simphony release 19.4.1: Configuring the OPERA Self Pay Button Suppressing Condiment Groups on a Condiment Orderer Page (new topic) Configuring the Cash Tender Configuring Closed Check Settings Configuring a Cash Drawer
December 2022	Added the following topics to the Consumer Payments chapter: QR Code Payments Configuring a Property to Use QR Code Payments Updated Configuring Discounts in the Discounts chapter. Updated Location-Based API Requirements for Simphony Transaction Services Gen 2 in the Transaction Services chapter. Added or updated the following topics for Simphony release 19.4.2: Enabling Upload of EGateway and SPI Logs (new topic) Enabling a Third Party Mobile Device Management (MDM) to Distribute Simphony POS Client Software (new topic) Adding Non-Revenue Menu Items (new topic) Configuring Access Privileges for Resetting a Password (new topic) Configuring Additional Combo Meal Settings Configuring CAPS on Microsoft IIS List of Workstation PMC Reports
January 2023	Added Enabling the Unused Credit Card Authorization Release Alert to the Payments and Currency chapter (SPI section). Updated the POS Clients Running Android Mobile Operating System section in the POS Workstations chapter.
February 2023	Updated Enabling Upload of EGateway and SPI Logs in the Log File Management chapter. Updated Configuring Order Types in the Order Types chapter. Updated Configuring a Magnetic Stripe Reader in the Peripheral Devices chapter. Removed Check Sharing from the Payments and Currency chapter. Updated Credit Card Preambles for OPI and SPI in the Payments and Currency chapter.
March 2023	Updated Adding a Workstation in the POS Workstations chapter. Added Configuring Menu Item Price and Quantity Override to the Transaction Services chapter. Updated Creating ValueLink Operations Buttons in XProcessor Gift Cards and Plug-ins chapter. Removed the Job Codes and Configuring Job Codes topics from the Employees and Privileges 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.
May 2023	Updated Configuring a Rear Marketing Display (RMD) in the Interfaces with Simphony chapter.
June 2023	Updated Configuring Order Types in the Order Types chapter. Updated Configuring Menu Item Classes in the Menu Item Classes chapter. Updated Configuring the Purge Order Threshold for Open Checks in the Guest Checks chapter. Updated List of Workstation PMC Reports in the Reporting chapter.
July 2023	Added Configuring EMC Display Scale Settings for Microsoft Windows Devices to the Introduction to Simphony chapter.
August 2023	Added Configuring a High Amount Lockout (HALO) for Tenders in the Payments and Currency chapter. Updated Configuring Languages in the Language Settings and Translation chapter.
September 2023	Added Configuring Zero-Payment Transactions to the Guest Checks chapter. Updated Activating the Extension Application for Order Information Service in the Transaction Services chapter. 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.
July 2024	Updated Adding a Workstation in the POS Workstations chapter. Updated Configuring Service Charges in the Service Charges chapter. Updated Configuring Team Service Privileges in the Guest Checks chapter.