2 Getting Started

Prerequisites for Getting Started

Enterprise Management is available for the centralized management of OPERA Cloud configuration across all chains, brands and properties within a single enterprise. Using Enterprise Management you can create and update standardize configuration and then efficiently distribute configuration to properties across multiple locations, ensuring consistency and accuracy of the configuration. Enterprise Management can be used for the provisioning of new properties or for distributing configuration updates to existing properties on an on-going basis. OPERA Cloud Central and OPERA Cloud Loyalty OPERA Controls are also available to manage in templates and distribute to properties.

Enterprise Management uses templates in a two-level hierarchy to manage configuration across your enterprise.

• Enterprise Templates - Define standard configurations across all properties in a chain (for example, chain-wide standard configuration).

  • For each template created, a Manage Enterprise Template sub task is auto-created in the Enterprise Template task group; assign this task to user groups for user access to the template.

  • Global (chain-level) configuration, applying to all properties in a chain, is indicated with  and can only be configured in an Enterprise Template.

  • Any dependent configuration is fetched from the enterprise template.

  • Any seeded configuration types and configuration values required in OPERA Cloud are indicated, for example the various Preference Groups and the PM Room Type.

• Custom Templates - Linked to an enterprise template, custom templates define standard configuration for a subset of properties (for example, brand-specific or region-specific configuration).

  • For each template created, a Manage Custom Template sub task is auto-created in the Custom Template task group; assign this task to user groups for user access to the template.

  • Any dependent configuration is fetched from both the enterprise template and custom template.

For each template you create, start by selecting the various configuration types, then adding the configuration items (entries) for these options. The configuration types available for selection is dependent on the lowest version at your properties. For example, a configuration type added in 25.x will not be enabled for selection if some properties are currently operating 24.x. Configuration types with dependencies on other configuration types are indicated, for example - Market Codes is dependent on Market Groups.

Once configuration types are selected in a template, configuration can be entered; either directly in Enterprise Management or imported from a CSV template file. Configuration values have a Pending status initially, and must be approved by a user with the Approve Configuration task assigned. Configuration values can be rejected and configuration values no longer required are updated to Archive status to prevent distribution to new properties. You can export the configuration values in a template to CSV files for import elsewhere. You also have the option to import all supported configuration from an OPERA Cloud property to an unconfigured enterprise template.

In order to distribute configuration to properties, a custom templates is linked one or more properties; resulting in the configuration from both the enterprise template and the custom template being distributed and upsert (update or insert) in OPERA Cloud. When the Multi Property OPERA Control is active, configuration is upsert to both the template (where applicable) and the properties.

When distributing configuration dependent on an OPERA Control (for example, Alerts Messages for the Alerts OPERA Control), distribution fails when the OPERA Control is inactive at the property. Distribution logs will indicate "<property> does not support <configuration type>".

In OPERA Cloud Administration, a Managed By column is displayed in search results, indicating the origin of the configuration.

• If the configuration is added directly in OPERA Cloud, configuration entries are labeled as "Property Managed".

• If the configuration was distributed from Enterprise Management, configuration entries are labeled as "Enterprise Managed".

• If the configuration was distributed from Enterprise Management and overridden by the property, configuration entries are labeled as "Property Overridden" (Requires the Override Enterprise Managed Configuration task). Further updates from Enterprise Manager are declined.

Note:

All Enterprise Management configuration changes are tracked in the OPERA Cloud changes log with the user Enterprise-Manager.

Seeded Configuration

The following configuration options and configuration entries are seeded on creation of an Enterprise Template

Table 2-1 Seeded Configuration

Configuration Option	Configuration Entries	Dependent Configuration
Genders	M-Male F-Female U-Unknown	No
Preference Groups	Dietary-Dietary Requirements Floor-Floor Preference Key Options-Room Key Options Interests-Interests Minibar Options-Minibar Options Phone Options-Phone Options Room Features-Room Features Smoking-Smoking Preference Specials-Special Requests TV Options-TV Options Unassigned-Unassigned Video Options-Video Options	Yes
Reservation Colors	Black Blue Cyan Green None Red White Yellow	No
Room Types	PM-Posting Master	Yes

Template Configuration Options

BOOKING

Table 2-2 Booking

Configuration Option	OPERA Control	Notes
Alert Messages	Alerts
Block Cancellation Reasons	Business Block
Block Conversions	Business Block
Block Destination Codes	Business Block
Block Lost Reasons	Business Block
Block Refused Reasons	Business Block
Block Reservation Methods	Business Block
Block Rankings	Block Ranking
Block Rate Override Reasons	Allow Rate Editing with Rate Code
Booking Types	Business Block Type
Cancel Penalties (Rules)	Cancellation Handling
Cancellation Reasons
Catering Revenue Groups	Resource Management
Catering Revenue Types	Resource Management
Country Entry Points
Deposit Rules	Deposit Handling
Discount Reasons	Reservation Discount
Guest Locators	Guest Locators
Guest Messages	Messages
Guest Status
Guest Types
Immigration Status
Market Codes
Marketing Cities
Market Groups
Menu Item Container	Event Resources
Marketing Regions
Origin Codes
Property Move Reasons
Purpose of Stay
Reservation Colors
Room Move Reasons
Reservation Types
Source Codes
Source Groups
Trace Texts	(AR) Traces (Block) Traces Reservation Traces
Turnaway Codes	Turnaway Functionality
Waitlist Codes	Waitlist
Waitlist Priorities	Waitlist

CLIENT RELATIONS

Table 2-3 Client Relations

Configuration Option	OPERA Control	Notes
Address Formats
Alternate Language Titles	Multi Language	Supports multi-byte Unicode characters for Code
Account Priorities	Sales Information
Address Types
Birth Countries
Business Segments
Company Types	IATA Company Type
Competition Codes	Sales Information
Countries
Country Main Groups
Communication Types
Credit Ratings	Credit Rating
Districts
Distance Types
Enrollment Groups	Enrollment
Enrollment Codes	Enrollment
Genders
Global Action Codes	Property Action Code
Inactive Reasons
Industry Codes
Identification Types
Identification Countries
Influence Codes	Sales Information
Keyword Types	Keyword
Languages	Multi Language
Location Types	E-Certificate Redemption
Mailing Action Codes
Membership Claim Origins	Membership Claims
Membership Claim Types	Membership Claims
Membership Classes
Membership Status Codes
Nationalities
Payment Due Days	Payment Due Days
Preference Groups
Preferences
Regions
Restriction Reasons	Restriction/Flagged Reasons
Sales Activity Results	Activity Results
Sales Activity Types	Activities
Sales Activity Trace Codes	Activities
Sales Scope	Sales Information
Sales Scope City	Sales Information
States
Tax Categories
Tax Offices
Titles
Travel Agent Types	IATA Company Type
VIP Levels	VIP

ENTERPRISE

Table 2-4 Enterprise

Configuration Option	OPERA Control
Airports
Amenities
Attraction Categories
Attractions
Departments
Hotel Categories
Job Titles
Note Types
Property Detail Categories
Property Types
Service Request Priorities	Service Requests
Service Requests	Service Requests
Transportation
Track It Actions	Track It
Track It Locations	Track It
Track It Types	Track It

FINANCIALS

Table 2-5 Financial

Configuration Option	OPERA Control	Notes
Articles	Articles
Adjustment Codes
AR Restricted Reasons
Daily Rate Code (Definition)	Daily Rates
Day Types	Day Types
Display Sets
Folio Arrangement Codes	Folio Arrangements
Foreign Currency Codes	Foreign Currency Codes
Group Arrangement Codes	Foreign Currency Codes
Package Codes (Definition)
Package Groups
Package Forecast Groups
Payment Methods
Promotion Groups	Promotions Module
Rate Class
Revenue Bucket Types
Rate Categories	Daily Rates
Stop Processing Reasons	Commission Handling
Standard Rate Codes (Definition)		Note: Does not support Revenue Posting by Room Type/Room Class OPERA Control
Tax Type	Tax Types
Transaction Groups
Transaction Sub Groups
Transaction Codes

INVENTORY

Table 2-6 Inventory

Configuration Option	OPERA Control	Notes
Bed Types
Building Groups	Building Management
Buildings	Building Management
Floors
Function Space Types	Catering Events
Housekeeping Attendants
Housekeeping Section Codes
Housekeeping Section Groups
Housekeeping Tasks	Task Sheets Housekeeping Task Scheduling
Housekeeping Task Supplies	Housekeeping Task Scheduling
Out of Order Service Reasons	Out of Order Out of Service
Room Class	Room Class
Room Conditions	Room Condition
Room Features
Room Maintenance	Maintenance
Room Pool Codes	Room Pool
Room Types