Table of Contents

• Title and Copyright Information
• Preface
• 1 Introduction
• 2 Enterprise Management Console
  • Overview
  • Deleting Configuration Data and Open Checks
  • Device Information
  • Accessibility Settings
    • Enabling High Contrast Visibility Settings
    • Navigating the Home Page Using Keystrokes
    • Keyboard Shortcuts
    • Module Accessibility
  • Adjust Display Scaling
  • Audit Trail
    • Audit Trail Search Parameters
    • Audit Trail Search Results
    • Other Audit Trail Considerations
    • Audit Trail Purging
    • Using the Audit Trail
    • Using Audit This Record
  • Distribution
    • Configuring Distribution Privileges
    • Distributing Properties and Revenue Centers
    • Distributing Records
    • Distribution Based on Source, Destination, and Selected Options
    • Distributing Menu Items
  • Searching and Filtering Menu Items
  • Configuring Permissions
  • Privacy and Personal Data Management
    • Configuring Consent Messages
    • Withdrawing Consent
    • Removing Personal Data from Simphony
  • Setting the Max Allowed Failed Logins for EMC Access
  • Configuring the SMTP and Backup SMTP Servers in the EMC
  • Cloning Simphony Database Configurations
    • Extracting Data from the Source Environment
    • Uploading Data to the Target Environment
    • Post-Uploading Cloned Data Instructions
• 3 People and Privileges
  • Roles
    • Creating Roles
      • Configuring Access Privileges for Resetting a Password
      • Configuring Privileges to Edit Menu Item Definitions and Prices
      • Configuring Privileges for Menu Item Availability Adjustments
    • Menu Item Field Security
  • Employees
    • Creating Employee Classes
      • Allowing Users to Override Employee Class Options
    • Adding a Person
    • Deleting a Person
    • Changing Employee Information
    • Employee IDs
    • Employee Levels
    • Employee Levels and Roles
    • Employee Level Configuration Best Practices
    • Employee Groups
    • Time Cards
      • Configuring the Time Card Adjustment Notification Button
      • Configuring Time Card Chit Printing
      • Configuring Shifts
      • Configuring Breaks
      • Setting Auto Clock-Out and Clock-In When Changing Revenue Centers
      • Declaring Tips
        • Configuring Tip Tracking and Reporting
        • Configuring Tip Track Buttons
    • System Employee Maintenance
      • Table View
        • Employee Records
        • Property Employee Records
        • Operator Records
      • Form View
        • Employee Record
        • Property Summary
        • Property
• 4 Hierarchy
  • Enterprise
  • Properties
    • Adding a Property
    • Associating Images with Revenue Centers
    • Deleting a Property
  • Revenue Centers
    • Revenue Center Groups
    • Revenue Center Masters
    • Adding a Revenue Center
  • Zones
    • Adding a Zone
  • Inheritance and Overrides
• 5 POS Workstations
  • Workstation Tasks
  • Adding a Workstation
  • Configuring Workstation Transaction Settings
  • Setting Offline Transaction Posting Time
  • Configuring Workstation Security
  • Configuring Property-Level Port Settings
  • Configuring Workstation Database Passwords
  • Changing the Appearance of Workstations
  • Peripheral Devices
    • Coin Dispenser
      • Configuring a Coin Dispenser
    • Magnetic Stripe Reader
      • Configuring the Magnetic Stripe Reader on the Oracle Tablet 720
      • Installing the MSR Sleeve for Oracle Tablet E-Series 8-Inch and 11-Inch Devices
      • Configuring a Magnetic Stripe Reader
      • Testing the MSR Sleeve for Oracle Tablet E-Series 8-Inch and 11-Inch Devices
    • Barcode Reader
    • Fingerprint Scanning
      • Configuring Employee Privileges for the Fingerprint Reader
      • Configuring the Touchscreen Home or Sign In Page to Assign Employee Personal Identification Number (PIN)
      • Configuring the Workstation Employee Fingerprint Sign In Options
      • Scanning a Fingerprint
    • Scales
      • Configuring Scales
    • Cash Drawer
      • Connecting a Cash Drawer
      • Configuring Use and Operations of a Cash Drawer
      • Assigning a Cash Drawer
    • Texas Digital Order Confirmation Board (OCB)
      • Adding the Texas Digital OCB Extension Application
      • Configuring the Texas Digital OCB Settings
      • Configuring the Texas Digital Touchscreen Buttons
  • Customer-Facing Displays
    • Adding a Customer Facing Display (CFD)
    • Adding a Rear Marketing Display (RMD)
  • Allowing Employees to Install and Authenticate Workstations and Service Hosts
  • Using Simphony POS Operations and Mobile Solution Application on One Device
  • Configuring the Close Application Button
  • Keyboards
    • Configuring an Alpha-Numeric Keyboard
    • POS Keyboard
  • Simphony POS Operations Running on Android Mobile Operating System
    • Android Network Requirements
    • Android Payments
    • Viewing and Editing Simphony Android Files
    • Enabling a Third Party Mobile Device Management (MDM) to Distribute Simphony Software
    • Viewing Android Device Logs on the CAPS Machine
  • Wireless Signal Strength Threshold
    • Configuring Wireless Signal Strength Control Permissions
    • Configuring the Wireless Signal Strength Threshold for Tablet Devices
  • Enabling Upload of Egateway and SPI Logs
• 6 Transaction Services
  • Enabling Simphony Transaction Services Gen 2 for Revenue Centers
  • Enabling Simphony Transaction Services for Workstations
  • Location-Based API Requirements for Simphony Transaction Services Gen 2
  • Enabling Consumer-Facing Content
  • Configuring the Transaction Services Workstation Client
  • Configuring the Transaction Services Default Employee
• 7 Kiosks
  • Adding Kiosk Clients
• 8 Languages
  • Standard Languages
    • Changing the Default Enterprise Language
    • Setting Languages for the Property
      • Configuring Screen Language Buttons
    • Setting the Default Language for Employees
    • Setting the Default Language for a Workstation
  • Definition Translations
    • Configuring Translation Privileges
    • Configuring the EMC Translation Files
    • Configuring Workstation Translations
    • Translating Menu Item Records
    • EMC Record Translation
    • Translating Touchscreen Buttons
    • Copying Translations from One Language to Another
    • Exporting a Translation File
  • Multiple Languages on Guest Checks and Customer Receipts
    • Printing a Secondary Language on Guest Checks and Customer Receipts
    • Configuring Right to Left Reading Languages
    • Creating a Print Language List Button
    • Creating Print Language Buttons
• 9 Currency
  • Configuring Currency
  • Configuring Base Currency and Rounding
  • Configuring Currency Conversions
• 10 Payment Tenders
  • Adding Payment Keys to Pages
  • Configuring the Cash Tender
  • Configuring a Credit Card Tender
  • Configuring a Tender with Charged Tips
  • Configuring Equal Payments
  • Configuring Email Receipt Parameters
  • Configuring a High Amount Lockout (HALO) for Tenders
• 11 Credit Card Interfaces
  • The Simphony Payment Interface (SPI)
    • Adding the SPI Payment Driver
      • Transport Layer Security (TLS) Requirements for PSP Connectivity in EMC
    • Adding the SPI Payment Module
    • Configuring the SPI Device for Workstations
    • Displaying Line Items on a Payment Device
    • Adding the Default Payment Tender for SPI
    • Adding Credit Card Tenders
      • Credit Card Preambles for SPI
      • Configuring a Tender with Charged Tips
    • Creating Credit Card Payment Buttons
    • Configuring Credit Card Voucher Headers and Trailers
    • Enabling Single Receipt Printing
    • Enabling Cash Back
      • Allowing Employees to Authorize and Perform Cash Back
    • Enabling the Unused Credit Card Authorization Release Alert
    • Reauthorization of Released Credit Card Authorizations
    • Enabling Credit Card Surcharge or Charity Donations
    • Enabling On Demand Credit Card Voucher Printing
    • SPI Gift Cards
      • Configuring Activate, Issue, and Reload Gift Cards with SPI
      • Configuring Default Gift Card Redemption and Cash Out Gift Card with SPI
      • Configuring Gift Card Providers for SPI
      • Configuring Gift Card Tender Parameters for SPI
      • Creating SPI Gift Card Buttons
  • The Oracle Payment Interface (OPI)
    • Configuring the OPI Driver
    • Configuring the OPI Payment Module
    • Configuring the Default Payment Tender for OPI
    • Creating Credit Card Payment Buttons
    • Updating Credit Card Preambles for OPI
    • Configuring the OPI and SPI to Settle Transactions Automatically
    • Configuring the OPI and SPI to Settle Transactions Manually
• 12 Consumer Payments
  • Configure Guest Pay
• 13 Taxes
  • Configuring Tax Rates and Classes
  • Override a Tax Class
    • Configuring Tax Based on Menu Item Quantity
    • Configuring Tax Based on Parent Item
  • Tax Parameters
    • Configuring Tax Parameters
  • Tax Labels
    • Configuring Tax Labels
  • Printing Tax Rate Per Item
    • Configuring Tax Rates Per Item to Print on Guest Check, Customer Receipt and Journal
  • Exempting Tax
  • Configuring Workstation Number and Transaction Number to Print on Guest Check, Customer Receipt, and Journal
  • Surcharges
    • Configuring Surcharges
  • Configuring Australian Goods and Services Tax (GST)
    • Configuring Taxes for GST
    • Configuring Order Types for GST
    • Configuring Format Parameters for GST
    • Configuring Serving Periods for GST
    • Configuring Menu Item Classes for GST
    • Configuring Menu Items for GST
    • Configuring Discounts for GST
    • Configuring Tender/Media for GST
• 14 Order Channels and Types
  • Order Channels
    • Configuring Order Channels
    • Setting Privileges for Order Channels
    • Assigning Headers and Trailers to Order Channels
    • Displaying the Order Channel Name on the POS
    • Configuring Touchscreen Buttons for Order Channels
    • Configuring Order Channels to Appear on POS Workstation Devices and Reports
    • Delivery Connectors
      • POS Version Support
      • Information Required for Delivery Service Providers
      • Configuration Checklist
      • Enable Delivery Connectors Access Privileges
      • Third Party Delivery Aggregators
      • Disable Delivery Service Provider
      • Deliveroo
        • Register with Deliveroo
        • Configure Workstations
        • Create Tender Media
        • Create Order Types
        • Configure Open Discount
        • Create Deliveroo Employee
        • Configure Currency Settings
        • Configure Language Culture
        • Creating Allergen Classes
        • Create Menu Tags
        • Menu Item Screen Lookup (SLU)
        • Configure Menu Items
        • Configure Combo Meals
        • Sign In to Simphony Home
        • View Delivery Connector Status
        • Add Delivery Connector
        • Verify Setup
      • DoorDash
        • Register with DoorDash
        • Configure Workstations
        • Create Tender Media
        • Create Order Types
        • Create DoorDash Employee
        • Configure Currency Settings
        • Configure Language Culture
        • Creating Allergen Classes
        • Create Menu Tags
        • Menu Item Screen Lookup (SLU)
        • Configure Menu Items
        • Configure Combo Meals
        • Sign In to Simphony Home
        • View Delivery Connector Status
        • Add Delivery Connector
        • Verify Setup
      • Rappi
        • Register with Rappi
        • Configure Workstations
        • Create Tender Media
        • Create Order Types
        • Configure Open Discount
        • Create Rappi Employee
        • Configure Currency Settings
        • Configure Language Culture
        • Creating Allergen Classes
        • Create Menu Tags
        • Menu Item Screen Lookup (SLU)
        • Configure Menu Items
        • Sign In to Simphony Home
        • View Delivery Connector Status
        • Add Delivery Connector
        • Verify Setup
      • Skip
        • Register with Skip
        • Configure Workstations
        • Create Tender Media
        • Create Order Types
        • Configure Open Discount
        • Configure Open Service Charge
        • Create Skip Employee
        • Configure Currency Settings
        • Configure Language Culture
        • Creating Allergen Classes
        • Create Menu Tags
        • Menu Item Screen Lookup (SLU)
        • Configure Menu Items
        • Sign In to Simphony Home
        • View Delivery Connector Status
        • Add Delivery Connector
        • Verify Setup
      • Uber Eats/Postmates
        • Register with Uber Eats
        • Configure Workstations
        • Create Tender Media
        • Create Order Types
        • Create Uber Eats Employee
        • Configure Currency Settings
        • Configure Language Culture
        • Configure Uber Eats Menu Language
        • Create Menu Tags
        • Menu Item Screen Lookup (SLU)
        • Configuring Nutrition Settings
        • Configure Menu Items
        • Configure Combo Meals
        • Sign In to Simphony Home
        • View Delivery Connector Status
        • Add Delivery Connector
        • Verify Setup
  • Order Types
    • Configuring Order Types
    • Assigning Headers and Trailers to Order Types
    • Configuring Dynamic Tipping
    • Configuring Order Types as Subtotal Keys
    • Configuring Touchscreen Buttons for Order Type Selection
• 15 Discounts
  • Configuring Discount Privileges
  • Configuring Discounts
  • Configuring Discount Bundles
    • Setup Overview
    • Extension Application
    • EMC – Extension Application Installation
      • Insert Content: Simphony_DiscountBundle
    • EMC – Create the Data Extensions
    • EMC – Configure the Data Extensions
    • Workstations Update
  • Manual Discounts
  • Automatic Discounts
  • Automatic Discount Rules
  • Awarding Algorithms
  • Discount Constraint Types
  • Discount Award Types
  • Discount Exclusivity
  • Simple Exclusivity
  • Group Exclusivity
  • Menu Item Groups
    • Configuring Menu Item Groups
  • Automatic Discounts with Decimal Quantity Menu Items
  • Amount Off Examples
  • Amount Substitution Examples
  • Configuring Decimal Quantity Menu Items
  • Configuring an Item Price Substitution Discount
  • Configuring a Quantity Threshold Discount
  • Configuring a Total Price Threshold Discount
  • Configuring a Combination Pricing Discount
  • Configuring a Sales Price Discount
  • Discounts With Condiments
    • Configuring Condiments as Discount Triggers
    • Configuring Discounts for Parent Menu Items in a Menu Item Class
    • Configuring a Condiment as the Discount Award
    • Creating the Discount Button
• 16 Service Charges
  • Configuring Service Charges
  • Creating Service Charge Buttons
  • Menu Item Fees
    • Configuring Menu Item Fees
• 17 Menu Items
  • Managing Menu Item Availability
  • Menu Item Masters
    • Configuring Master Records for Menu Items
    • Adding and Disabling Menu Items
    • Adding Non-Revenue Menu Items
    • Major Groups
    • Family Groups
    • Adding Dietary Labels to Menu Item Masters
  • Menu Item Definitions
    • Configuring Menu Item Availability for Multiple Definitions at the Workstation
    • Adding Menu Item Definition Records to Multiple Menu Item Masters
    • Adding Menu Item Definition Records to a Single Menu Item Master
    • Configuring Menu Item Definitions
    • Adding Images to Menu Item Definitions and Family Groups
    • Allowing Users to Override Restricted Menu Item Ranges
    • Configuring Menu Tag Groups and Tags
    • Associating a Menu Item Definition with a Tag
    • Configuring Number Lookup (NLU) Groups
    • Weighed Menu Items
    • Allergen, Nutrition and Consumer Advisory Information
      • Creating Allergen Classes
      • Configuring Nutrition Settings
  • Menu Item Classes
    • Configuring Menu Items
    • Repeatable Menu Items
      • Configuring Menu Items to be Repeatable
      • Configuring a Repeat Round Button
    • Print Groups
      • Configuring Print Groups for Menu Item Classes
  • Menu Item Prices
    • Configuring Menu Item Prices
    • Configuring Menu Item Prices for Multiple Definitions
    • Configuring Menu Item Price and Quantity Override
  • Menu Item Search and Report
    • Generating the Module Reference Report
  • Condiments
    • Condiment Groups and Condiment Sets
      • Configuring Condiment Group Names
      • Creating Menu Item Classes for Condiments
      • Hiding Condiment Groups on a Condiment Orderer Page
      • Configuring Condiment Sets
    • Creating Menu Item Master Records for Condiments
    • Configuring Required and Allowed Condiments
    • Assigning Default Condiments to Parent Menu Items
    • Condiment Prefixes
      • Creating Menu Item Classes for Prefixes
      • Creating Condiment Prefixes
      • Setting Enhanced Condiment Prefixes
      • Configuring Touchscreen Buttons for Condiment Prefixes
    • Setting the Condiment Display
    • Popup Condiment Orderer
      • Configuring Popup Condiment Orderer Settings for Revenue Center and Menu Items
  • Barcodes
    • Configuring Barcode Format Sets
    • Configuring a Barcode Reader and 1D/2D Imager Scanner
    • Configuring the Barcode Scanner on the Oracle Tablet 72X
    • Configuring Barcoded Menu Items
  • Extension Application Plug-in for Menu Item Information
    • Setup Overview
    • Extension Application Content
    • Extension Application Installation
      • Insert Content: Simphony_MenuItemInformation
      • Insert Content: MenuItemInformation_Lang_en-US
    • Configuring a Menu Item Information Button
    • Allergen, Nutrition, and Consumer Advisory Information
    • Updating the Workstation
    • Menu Item Images
  • Combo and Fixed Price Meals
    • Combo Meal Group Pricing
      • Configuring Prorated Taxes for Each Combo Meal Menu Item Price as a Percentage of the Total Combo Meal Price
    • Placeholder Menu Items in Combo Meals
    • Creating Combo Meal Groups
    • Creating Combo Meals
    • Assigning Effectivity Groups to Combo Meal Group Menu Items
    • Configuring Additional Combo Meal Settings
    • Creating Combo Meal Pages
    • Configuring a Smart Key to Show Menu Level Buttons
    • Combo Meal Function Keys
• 18 Menu Levels
  • Setting Main, Sub, and Custom Menu Levels
  • Setting the Default Main and Sub Levels for Serving Periods
  • Configuring Auto Menu Levels
  • Setting the Default Menu Levels for a Revenue Center
  • Configuring Active Menu Levels for Menu Item Definitions and Prices
    • Configuring Active Main or Sub Level Pricing for Current Round
• 19 Effectivity Groups
  • Setting Privileges to Access Effectivity Groups
  • Configuring and Enabling Effectivity Groups
• 20 Sales Itemizers
  • Configuring Sales Itemizers
• 21 Menu Item Waste
  • Allowing Employees to Begin Waste Checks and Run Waste Reports
  • Configuring Waste Reasons
  • Configuring Waste Receipt Headers and Trailers
  • Hiding Price Details on Waste Checks
  • Creating the Declare Waste Button
• 22 Menu Item Refills
  • Allowing Employees to Refill Menu Items
  • Making Menu Items Refillable and Configuring the Refill Limit
  • Adding Refill Buttons
• 23 Transactions
  • Check Numbers
    • Configuring Check Numbers
  • Headers and Trailers
    • Configuring Default Headers and Trailers
    • Configuring Headers and Trailers by Order Type/Channel
    • Printing Check and Receipt Trailers
  • Service Total
    • Creating a Service Total to End the Current Service Round of Checks
    • Adding a Service Total Key to the Transaction Page
  • Pickup Next Check Functions
    • Configuring Pickup Next Check by Check Open Time
    • Configuring Pickup Next Check by Service Total Time
  • Configuring the Purge Order Threshold for Open Checks
  • Configuring Zero-Payment Transactions
  • Configuring Fast Transactions
  • Full Seat Checks
    • Configuring a Print Full Seat Check Service Total
    • Creating a Full Seat Check Button
  • Splitting Off an Item
    • Configuring a Split Off Item Button
  • Adding the Assign Opera Account Button
  • Conversational Ordering
    • Creating Menu Item Master Groups for Conversational Ordering
    • Configuring Menu Level Sets for Conversational Ordering
    • Configuring Menu Item Classes for Conversational Ordering
    • Configuring Menu Items for Conversational Ordering
    • Creating Buttons for Conversational Ordering
  • Autofire
    • Configuring Employee Privileges for Automatic Check Firing
    • Configuring Automatic Check Firing (Autofire)
  • Re-fire
    • Configuring Employee Privileges for Check Re-firing
    • Configuring the Check Re-fire Button
  • Suspend and Resume
    • Configuring Suspend and Resume
    • Creating a Suspend and Resume Button
    • Setting the Employee Auto Sign Out Period
  • Follow Me
    • Configuring Follow Me Checks
  • Order Handling on Open Checks
    • Configuring Send and Stay
    • Holding and Sending Items to Order Devices
      • Setting the Hold and Fire Option
      • Setting the Hold and Fire Tender Notification
      • Setting a Reminder for Items on Hold
      • Configuring Checks with Items on Hold to End Current Service Round
      • Configuring Check Handling For Closing Checks With Held Items
      • Configuring Item Hold Buttons
      • Configuring the Fire Now Button
  • Team Service
    • Reports and Totals Posting for Team Checks
    • Enabling Team Service
    • Configuring Team Service Privileges
    • Configuring Revenue Centers to Delete Service Teams at the Start of Day
    • Adding Team Service Buttons
  • Allowing Employees to Edit Guest Check ID on Open Check
  • Closed Guest Check Operations
    • Configuring Closed Check Settings
    • Allowing Employees to Adjust Closed Checks
    • Allowing Employees to Reopen and Edit a Closed Check
    • Allowing Employees to Reprint Closed Checks
  • Allowing Employees to Manually Replay Checks Through the Workstation
  • Check Add/Transfer
    • Allowing Employees to Add or Transfer Checks
    • Configuring the Add/Transfer Revenue Centers
    • Configuring Add/Transfer Buttons
  • Seat Filtering and Memo Checks
    • Configuring Memo Check Printing
    • Configuring Service Charges for Seat Filtering
    • Configuring Seat Filter Management Buttons
• 24 Workstation Touchscreen Pages
  • Screen Lookup (SLU)
    • Menu Item Screen Lookup (SLU)
      • Associating Images with Menu Item SLUs
    • Discount Screen Lookup (SLU)
    • Service Charge Screen Lookup (SLU)
    • Family Group Screen Lookup (SLU)
    • Major Group Screen Lookup (SLU)
    • Menu Item Master Group Screen Lookup (SLU)
    • Custom Report Screen Lookup (SLU)
    • Open Check Screen Lookup (SLU)
  • Number Lookup (NLU)
    • Discount Number Lookup (NLU)
    • Service Charge Number Lookup (NLU)
    • Tender/Media Number Lookup (NLU)
    • Main and Sub Level Number Lookup (NLU)
    • Menu Item Number Lookup (NLU)
  • Page Design
  • Configuring a Popup Condiment Orderer Page
  • Assigning Touchscreen Pages
    • Assigning Default Touchscreen Pages
    • Assigning Conditional Touchscreen Pages
  • Configuring Visibility for Touchscreen Navigation Bar Items and Tabs
  • Configuring a Custom Page Template
  • Configuring Function Keys
  • Configuring Smart Keys
  • Configuring Macros
  • Custom Browser
  • Adding Menu Item Keys to the Transaction Page
  • Adding the Menu Item Availability Key to the Transaction Page
  • Adding the Edit Menu Item Key to the Transaction Page
  • Configuring a Workstation’s Touchscreen Aspect Ratio
  • Mobile Handheld Page Templates with Full Width Check Detail Area
  • Configuring a Local Pop-up Menu for Mobile Workstation Touchscreens
  • HTML5 Custom Page Controls
    • Configuring an HTML5 Custom Page Control
• 25 Rental Deposits
  • Configuring Deposits as a Menu Item
  • Configuring Deposits as a Service Charge
  • Configuring Rental Deposit Buttons
• 26 Resetting Daily Totals
  • Start of Day
  • Start of Day Business Rules
  • Start of Day with Offline Workstations or Server
  • Configuring Manual Start of Day
  • Configuring Automatic Start of Day
• 27 Clearing Totals
  • Running the Clear Totals Operation
• 28 Check and Posting Service (CAPS)
  • CAPS Configuration Methods
  • CAPS Configuration Tool
  • Prerequisite Products for CAPS
    • Tasks to Set Up CAPS as a Web Service on Microsoft Internet Information Services (IIS)
  • Configuring CAPS on Microsoft IIS with Oracle Database on Enterprise Server
    • Configuring CAPS Access
    • Configuring the Service Host for CAPS in EMC
    • Configuring CAPS with an Oracle Database
    • Configuring CAPS on Microsoft IIS
  • Configuring CAPS on Microsoft IIS with Oracle Database on Remote Service Host
    • Configuring CAPS Access
    • Configuring the Service Host for CAPS in EMC
    • Preparing the Server to Configure CAPS
    • Scheduling and Viewing Device Information
    • Device Information Needs Attention State
    • Configuring CAPS with an Oracle Database
    • Configuring CAPS on Microsoft IIS
  • Upgrading Microsoft IIS CAPS
    • Upgrading Microsoft IIS CAPS on Enterprise Server
    • Upgrading Microsoft IIS CAPS on Remote Service Host
  • Configuring CAPS as a Windows Service with an Oracle Database
    • Configuring CAPS Access
    • Configuring the Service Host for CAPS in EMC
    • Preparing the Server to Configure CAPS
    • Scheduling and Viewing Device Information
    • Device Information Needs Attention State
    • Configuring CAPS with an Oracle Database
    • Copying the Database Settings
    • Starting the CAPS Service
  • Optional CAPS Configuration Tasks
    • CAPS Optimization for High Loads
    • Configuring the Show Database Provider Button
    • Encrypting Database Credentials
    • Verifying CAPS Installation
    • Configuring IIS Application Pool Settings
      • Configuring Recycle Settings for the IIS Application Pool
      • Restarting Microsoft IIS CAPS
    • CAL Installation Prerequisites for a Workstation without POS Operations (CAPS Only Workstation)
      • Configuring the Deployment Schedule to Install CAL on a Workstation without POS Operations
      • Installing CAL on a Workstation without the POS Interface
    • Scheduling a Reload Check and Posting Database
• 29 Printers
  • Print Controller
  • Roll Printer
  • Slip Printer
  • Internet Protocol (IP) Printer
  • Bluetooth Printer
  • Printer Groups
    • Creating, Editing, and Removing Printer Groups
  • Configuring a Printer
  • Configuring the Change Default Printer Destination Button
  • Configuring a Printer Order Device
  • Print Class Output
  • Secondary Printing
    • Configuring Secondary Printing
  • Printer DIP and Memory Switch Settings
    • Epson Printer Setup for IDN Module
    • Printer DIP Switch/Memory Switch Setting when using UB-IDN (IDN02) Interface
    • Printer DIP Switch/Memory Switch Setting when using UB-IDML (IDNML02) Interface
    • Printer DIP Switch/Memory Switch Setting when using UB-E02 (E03) Interface
    • Printer DIP Switch/Memory Switch Setting when using UB-EML Interface
    • Printer DIP Switch/Memory Switch Setting when using UB-EML02 Interface
    • DIP Switch Definitions
  • Sales Recording Module (SRM)
    • Enabling SRM for a Property
    • Configuring SRM Payment Types for Tenders
    • Enabling SRM for Printers
    • Configuring the Quebec SRM Control Button
    • Allowing Employees to Enable and Disable SRM from the Workstation
• 30 Logo Printing
  • Uploading a Logo to Simphony
  • Assigning a Logo to Guest Checks and Customer Receipts
• 31 Banquet Guest Check Printing
  • Configuring Employee Privileges for Banquet Guest Check Printing
  • Configuring Banquet Guest Check Buttons and Prompts
  • Adding a Banquet Guest Check Printer and Various Print Settings
  • Creating and Printing Banquet Guest Checks From a POS Workstation
• 32 Pre-Production Chit Printing
  • Configuring Print Classes for Pre-Production Chits
  • Configuring Tender/Media Service Total Records for Pre-Production Chits
  • Configuring Menu Item Classes for Pre-Production Chits
  • Configuring a Page Design Button for Pre-Production Chits
• 33 Serving Periods
  • Configuring a Serving Period
• 34 Reporting
  • Allowing Employees to Run Reports
  • List of Workstation PMC Reports
    • Closed Check Report Codes
  • Configuring Employee Privileges for Oracle Restaurants Reporting and Analytics
  • Configuring Headers and Trailers for Printed Workstation Ad-hoc and Custom Reports
  • Viewing Move History Logs
  • Configuring Data Retention Limits
• 35 Importing and Exporting Data
  • Configuring the Import/Export Service Privileges
  • Configuring the Import/Export Service
  • Configuring Task Schedules for Export Reliability
  • Increasing the Import File Size
  • Import/Export Service Components
• 36 Loyalty and Gift Card Interfaces and Drivers
  • Loyalty and Stored Value Configuration Prerequisites
  • Configuring Loyalty and Stored Value Privileges
  • Loyalty Configuration Tasks
    • Setting Loyalty Options
    • Configuring the Loyalty Driver
    • Configuring the Loyalty Module
    • Voiding Points on a Re-opened Check
  • Stored Value Configuration Tasks
    • Setting Stored Value Options
    • Configuring the Stored Value Driver
    • Configuring the Stored Value Module
  • Creating Loyalty and Stored Value Buttons
  • Configuring Valutec Installation Files
• 37 XProcessor Gift Cards and Plug-ins
  • Setting Up the XProcessor Framework
    • Adding the XProcessor Payment DLL to the Payments Module
    • Adding the XProcessor Configuration File to the Content Module
  • Givex Processor
    • Configuring the Givex Tender/Media Record
    • Configuring the Givex Service Charge Record
    • Configuring the Givex Processor and Content Files
    • Configuring the Givex Processor Address and Port
    • Creating Givex Processor Operations Buttons
    • Givex Host Adaptor
      • Configuring the Givex Host Adaptor
  • Stored Value Solutions (SVS) Processor
    • Configuring the SVS Tender/Media Record
    • Configuring the SVS Service Charge Records
    • Configuring the SVS Discount Record
    • Configuring the SVS Processor and Content Files
    • Creating SVS Operations Buttons
  • ValueLink Processor
    • Configuring the ValueLink Tender/Media Record
    • Configuring the ValueLink Service Charge Record
    • Configuring the ValueLink Processor Content Files
    • Creating ValueLink Operations Buttons
    • Perform DataWire Merchant Registration
  • Enabling Capture of Non-PCI Card Data
• 38 Events
  • Configuring Event Privileges and Permissions
  • Specifying Ad Hoc Reports
  • Enabling Events
  • Configuring Event Types and Sub Types
  • Creating an Event
  • Configuring an Event Area
  • Linking Events
    • Breaking Linked Events
  • Cancelling an Event
  • Configuring Event Information to Print on Checks and Receipts
  • Creating Task Schedules
  • Configuring the Event Status Bar
  • Configuring the Event Buttons
• 39 Tables and Table Management
  • Standard Table Management
    • Setting a Dining Table Class
    • Configuring the Standard Table Status Set
    • Configuring Standard Tables
    • Creating Standard Table Touchscreen Buttons
  • Enhanced Table Management
    • Setting a Dining Table Class
    • Setting Enhanced Table Attributes
    • Configuring Enhanced Tables
    • Configuring TMS as a Service Total Tender
    • Assigning a Server to a Check Name
    • Table Images
      • Uploading Table Images
      • Setting Table Decoration Images
    • Configuring Server and Table Availability
    • Setting Table Management Parameters
    • Configuring Table Suggestion Factors
    • Setting Privileges for Enhanced Table Management Functions
    • Table Management Alerts
      • Configuring Alerts
    • Table Management Sections
      • Configuring Sections
    • Touchscreen Page Table Management Tasks
      • Host Command Area
        • Configuring the Host Command Area
      • Dining Table Status
        • Configuring the Dining Table Status
      • Employee Lines
        • Configuring Employee Lines
      • Section Layout
        • Creating a Section Layout
        • Creating the Employee Section Assignment Report Button
      • Adding Enhanced Dining Tables to a Page
      • Setting Table Management Functions in Check Detail
  • Reservation List
    • Configuring Reservation Privileges
    • Setting Reservation Timing Parameters
    • Reservation Periods
      • Configuring Effectivity for Reservation Periods
      • Configuring Acceptance Limits
      • Configuring Occupancy Limits
      • Configuring Seating Limits
      • Configuring Target Turn Times
    • Creating the Touchscreen Reservation List
    • Configuring Table Cancellation Reasons
  • Wait List
    • Configuring Wait List Privileges
    • Setting Wait List Timing Parameters
    • Creating the Touchscreen Wait List
• 40 Enterprise Cash Management
  • ECM Workstation Hardware
  • Configuring ECM Privileges and Permissions
  • ECM Configuration Levels
  • Allowing Users to View Blind Totals
  • Allowing Assigned Receptacle Access and Counts
  • Configuring Accounting Methods for Users
  • Tracking Tender Transaction Items
  • Tracking Service Charge Transactions
  • Tracking Discount Transactions
  • Configuring Smart Keys for Enterprise Cash Management
  • Creating, Editing, and Deleting Cash Management Reasons
  • Cash Management Classes
  • Adding Transaction Items
  • Adding Counting Units
  • Cash Pull Threshold Set
    • Creating, Editing, and Deleting a Cash Pull Threshold Set
  • Cash Count Threshold Set
    • Creating, Editing, and Deleting a Cash Count Threshold Set
  • PAR Level Set
    • Creating, Editing, and Deleting a PAR Level Set
  • Count Sheet
    • Creating, Editing, and Deleting a Count Sheet
  • Creating, Editing, and Deleting an Account
  • Creating, Editing, and Deleting a Vendor
  • Creating and Editing a Template
  • Creating, Editing, and Deactivating Receptacles
  • Setting Cash Management Parameters
  • Creating Cash Management Touchscreens and Dashboard
  • Configuring a Till Through Extensibility
  • Configuring a Bank Deposit Reference Through Extensibility
  • Specifying Ad Hoc Reports
  • ECM Reporting
    • Enabling Reports in Enterprise Back Office
    • ECM Enterprise Information in Reporting and Analytics Reports
    • ECM Property Reports
• 41 Engagement Cloud Service
  • System Requirements and Supported Devices
  • Security Precautions
  • Assigning Privileges for Engagement Administrative Users
  • Language Translation Tasks
    • Adding a New Language to Hub and Welcome Pages
    • Adding a Language to the EMCWeb File
    • Adding a Language File to the Engagement Configuration Application Server
    • Setting Multiple Languages
  • Engagement Manager Procedures
    • Adding Engagement Manager Procedure Tiles to the Hub Page
    • Editing the Check Header and Trailer
    • Editing Bulk Menu Item Prices
    • Adding an Employee From a Template
    • Deactivating an Employee
    • Adding or Changing an Employee’s Profile Image
    • Adding a New Menu Item Using an Existing Menu Item as a Template
    • Adding Images to Menu Items
  • Creating Pages for Engagement Users
  • Modifying Pages for Engagement Users
  • Assigning Logos and Colors to Pages
  • Assigning Default Welcome and Hub Pages
  • Widgets
    • The IP Camera Widget
    • Adding and Moving Widgets
    • Configuring Widget Timing Values
    • List of Widgets
  • Creating Tiles (Adding Widgets to a Page)
  • Adding Command Buttons
  • Viewing the Maximum Data Limit for Hosted Engagement Server
• 42 Extension Applications
  • Configuring Extension Application Privileges
  • Enabling Extension Applications
  • Extension Application Content
  • Import/Export Extensibility Packages
    • Importing an Extensibility Package
    • Exporting an Extensibility Package
  • Order Information Service
    • Activating the Extension Application for Order Information Service
    • Configuring Touchscreen Order Information Service Buttons
    • Order Information Service Functions and Extensibility Arguments
• 43 Cruise Ship Time Zone and Business Day Settings
  • Changing the Time Zone
  • Start of Business Day
    • Configuring Start of Day
  • Workstation Control Privileges
    • Configuring Workstation Control Privileges
• 44 OPERA Integration
  • OPERA Connection
    • Configuring OPERA Connection
  • Legacy Interfaces
    • Configuring the Display of OPERA Guest Package Information
    • OPERA PMS Enhanced Interface
      • Configuring the OPERA PMS Enhanced Interface
        • Inserting the OPERA PMS Interface Extension Application Files
        • Creating a Content Record
        • OPERA PMS Interface Settings
        • Configuring an Interface Record
        • Configuring RVC Parameters
        • Configuring Tender/Media Data Extensions
        • Configuring the Tender Media for OPERA
        • Configuring Touchscreen Buttons
    • Loadable Payment Interface
      • Configuring the Loadable PMS Payment Module
    • Payment Driver Configuration
    • OPERA Self Pay
      • Configuring the Room Charge Tender
      • Configuring the OPERA PMS Payment Driver
      • Configuring the OPERA Self Pay Button
• 45 Remote Support
  • Allowing Employees to Launch and Close a Support Session
  • Creating Support Session Buttons