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1. Milestone surveillance system e no camera has been assigned to the till Q Tip You can filter out the greyed out lines by clicking in the menu View and selecting Hide filtered rows Performing a Normal Query When you perform normal queries you will see a window like this VideoOS XProtect Retail DER File View Query Designer Tools Help Query Select a query and a ime span for fhe query and press Aun fo execute the query Note The longes time span you select the longer time if wil fake fo execute the query Query Transactions by employee Time span Everything Transactionld TranDate 2982508 80400461 385FAS8CE 4964287D 2 28 2007 3 10 47 PM 2F4F9FAB25EE 4084BD 3628CB3B6DD 9E D 2 28 2007 8 03 51 AM 31B367794E574D41B1276FAD4BAEASD A 2 28 2007 7 39 13 AM 141 7A938DEF5471FA4D 42F 3342EE SE 7B 2 28 2007 7 16 34 AM 027491 2E 4741 43CF83882CAE 4EBAEF18 2 28 2007 6 23 40 AM 07D770671D78476495747E3BC616D73F 2 16 2007 1 28 30 PM 20EDE384ECA64409B6772D 6685834638 2 16 2007 4 41 15 PM OF68CD 34C1E0464941B056B9535F 4B B 1 2 16 2007 5 10 43 PM 244 924845FDA4SFAFB44444BA695F061 1 2 16 2007 5 21 39 PM ICIE6D43ECOB43F 74274294F125E 8268 2 16 2007 5 30 05 PM 269540E 2C4DC470499288D111EFSB SAE 2 16 2007 7 02 32 PM O7ABAFSSAE 06440685D 68FC4FCDEB SFO 2 16 2007 7 21 18 PM 3A4CCB491E44B 44748487B504FE7D1 958 2 16 2007 7 34 27 PM 0406765896 92446C903DD84C6941802C 2 16 2007 8 07 04 PM 1B1EC383F491477BB67503CE S94E 6FD 4 2 28 200
2. View Query Designer Tools Help Select a query and a fime span for fhe query and press Aun fo execufe fhe query Nofe The longer ime span you select fhe longer fine if wi fake fo execute fhe query Query Time span Today j Sunday h 1 Select a query in the Query list to find data that you want to investigate VideoOS XProtect Retail File View Query Designer Tools Help Query Select a query and a ime span for fhe query and press Aun fo execufe fhe query ote The longer fime span you select fhe longer fime if will fake fo execute fhe query Query Transactions by employee Time span Transactions by Transaction Number Transactions by TILL Transactions outside of normal business hours Refunds d by Item www milestonesys com Page 6 How to Investigate Milestone XProtect Retail 2 2 User s Manual 2 Select a time span You can either select Today Last 48 hours Last 7 days Last 14 days Last month Everything or From To When choosing From To the From date picker and the To date picker will be enabled and you can specify the start and end date for the query analysis VideoOS XProtect Retail File View Query Designer Tools Help Query Select a query and a fime span for fhe query and press Aun fo execufe fhe query Nofe The longer ime span you select fhe longer fime if will fake fo execute fhe query Query v Time span From To o j From Sunday May 25 2008 v
3. queries must be joined to the table mst_Transaction 6 Select output fields by clicking in the checkbox to the left of the field name in the graphical interface or by adding a line to the criteria table Note All normal queries must have the fields TransactionId and TransDate selected as output fields 7 If you want to create a group by query either select Add Group By from the Query Designer menu or click on the Add Group By icon in the toolbar If not continue to next step This enables the drill down information section with Possible fields and the Selected fields lists From the Possible fields list select the information you want to include in the drill down table Selected information is displayed in the Selected fields list and will automatically be generated with a group by query Note To create a valid group by query the fields TransactionId and TransDate from the table mst_Transaction must be selected there is no restriction on where they should be represented in the list of selected fields www milestonesys com Page 13 Managing Queries Milestone XProtect Retail 2 2 User s Manual 8 Save the query Using the SQL Interface To activate the SQL interface select Pane gt SQL from the Query Designer menu or click the SQL Pane icon 24 in the toolbar This will add a text box in the bottom left corner of the Query Designer tab showing the SQL for the query This SQL text can be altered manually When you have fi
4. two tabs XProtect Settings and General Settings Connecting to the Surveillance System From the XProtect Settings tab in the Options window you can setup the connection to the Milestone XProtect Enterprise server Enter the URL to the XProtect Enterprise Image Server in the Host URL field Note Remember to specify the port number if the Milestone XProtect Enterprise Image Server is running on a different port than the default port port 80 If you want to use port 8080 from the local machine with the http protocol it could look like this http 127 0 0 1 8080 Enter the user s login credentials in the User name and Password fields The user must be configured in the Milestone XProtect Enterprise Image Server with the necessary access rights Options XProtect Settings General Settings Host URL http 127 0 0 1 User name Password xxxxxxxx j Cancel www milestonesys com Page 16 Retail Application Settings Milestone XProtect Retail 2 2 User s Manual Reloading Database Structure On the General Settings tab you can refresh the database structure by clicking the Refresh Database Cache button The local cache of the database structure is reloaded This is only necessary when the database structure has been changed This happens very rarely Options Protect Settings General Settings Database Refresh Database Cache www milestonesys com Page 17 Retail Application Settin
5. 7 7 41 15 4M 024867BB1DD54FBF98578D0D65404E1C 2 28 2007 7 24 52 AM Every transaction is represented by a single line in the table By clicking on a transaction line the Milestone XProtect Retail application will show the transaction with the receipt and the matching video see Viewing Transactions and Video on page 10 Note If the Milestone XProtect Retail system is not correctly connected to the Milestone surveillance system it is not possible to access the Video tab and clicking on a line in the result set www milestonesys com Page 8 How to Investigate Milestone XProtect Retail 2 2 User s Manual will not trigger any action Please see Retail Application Settings on page 16 for instructions on how to connect to the surveillance system Performing a Group By Query Performing group by queries will present you with a window like this VideoOS XProtect Retail File View Query Designer Tools Help jQuery Select a query and a fime span for fhe query and press Aun fo execute the query Nofe The longer ime span you select fhe longer ime i will fake fo execute fhe query Query Void items pr employee Time span Everything Name Y Number_Of_Items Y John Johnson A Robert Robertson POE When performing a group by query each line in the table represents a set of transactions In the example above each line in the table represents the void items made by each employee The Num
6. R JOIN Z dbo mst_Trans ProductT dbo mst_Transactionltem ON dbo mst_Transaction Transactionld dbo mst_Transactionltem Transactionld INNER JOIN ave Ss dbo mst_TransactionData ON dbo mst_Transaction Transactionld dbo mst_TransactionData Transactionld INNER JOIN dbo mst_Trans ProductP dbo mst_Employee ON dbo mst_Employee Employeeld dbo mst_TransactionData Employeeld E dbo mst_Trans Discount WHERE dbo mst_Transactionltem Refounditem true A v GROUP BY dbo mst_Transactionltem ProductT ext dbo mst_Transactionltem ProductPrice Ld dani jan Voets F x Editing a Query To edit an existing query on the Query tab select the query in the Query list Then select Edit from the Query Designer menu This will open the Query Designer tab Edit the query in the Query Designer until it fits your requirements and save it See also Creating a Query on page 12 for more information www milestonesys com Page 14 Managing Queries Milestone XProtect Retail 2 2 User s Manual Deleting a Query To delete a query on the Query tab select the query in the Query list Then select De ete from the Query Designer menu www milestonesys com Page 15 Managing Queries Milestone XProtect Retail 2 2 User s Manual Retail Application Settings The setup options for the Milestone XProtect Retail application is accessible by selection Options from the Tools menu This will open the Options dialog with
7. To i Sunday May 25 2008 a May 2008 Run Sun Mon Tue Wed Thu 0 1 4 5 6 7 8 11 12 13 14 15 18 19 20 21 22 Mg 26 27 28 29 __ Today 5 25 2008 You can either enter the date manually in the From and To fields or you can click the drop down arrow to select the date from a calendar 3 Click the Run button Query Parameters If the query has been designed with parameters the Milestone Xprotect Retail application will present you with the following dialog ES Paramter values Please fill in the value of the following paramters Name CardNumber CurrencyDescription In this dialog the values of the different parameters for the query can be entered When you have entered all values click the OK button www milestonesys com Page 7 How to Investigate Milestone XProtect Retail 2 2 User s Manual Query types The Milestone XProtect Retail application has two different types of queries normal queries and group by queries e Normal queries are simple queries resulting in a set of specific transactions where each line in the result set represents one transaction e Group by queries are aggregated queries resulting in a set of records representing several transactions A transaction line may be greyed out in the result set There can be several reasons for this e the Milestone surveillance system doesn t have any video matching the transaction e the Retail System is not correctly connected to the
8. Y ccscceesceeeeeeeeeeeeeeeeeeeeeeeeeeaeseeaeeseeeeaeesegeeeeeueeeeeaeeeuanegnae 15 RETAIL APPLICATION SETTINGS cccsesseeeeeeeeeneeees LG Connecting to the Surveillance System s ssss s2ss55 2 16 Reloading Database Structure ccccsceeeeceeeeeeeeeeeeeeeeeeeeeaeeeueeeeeaeeeaneneneae 17 www milestonesys com Page 4 Contents Milestone XProtect Retail 2 2 User s Manual Introduction The Milestone XProtect Retail application is a powerful investigation tool which can help you to pinpoint shrinkage and fraud With the Retail software you are able to Execute queries in business data to find suspicious transactions View video matching suspicious transactions Export recordings for video evidence Create your own queries System Requirements The requirements for the Milestone XProtect Retail system are project specific and can only be calculated based on the individual project www milestonesys com Page 5 Introduction Milestone XProtect Retail 2 2 User s Manual How to Investigate With the Milestone XProtect Retail application you can investigate different kinds of suspicious data to identify shrinkage and fraud This is done by using one of the defined queries to look for suspicious activity in the business data Queries find transactions which are linked to the video recorded from by a camera at the till when the specific transaction took place VideoOS XProtect Retail File
9. ber_Of_Items column in the table shows the number of void items made by the specific employee and the last column gives a graphical representation of the number of void items When clicking on a line in the group by table each transaction contained in the group will be shown in a drill down table Drilling Down a Group By Query When you drill down into an aggregated group by query result the transactions found in the group by query are presented like this www milestonesys com Page 9 How to Investigate Milestone XProtect Retail 2 2 User s Manual VideoOS XProtect Retail File Yiew Query Designer Tools Help Query Select a query and a time span for fhe query and press Aun fo execute fhe query Nofe The jonger time span you select fhe longer fime if wil fake fo execute fhe quer Query Void items pr employee Time span Everything Transactionld TranDate Reason Y Line VY Value Y SCD 405B6BA01 43274DD98BD541687E 3B 2 16 2007 3 16 01 PM Entered wrong product SCD 405B86BA0143274DD98BD541687E 3B 2 16 2007 3 16 01 PM a 795 00 This window is very similar to the normal query window where each line in the table represents a transaction and clicking a line will switch to the Video tab showing the specific transaction see Viewing Transactions and Video on page 10 The only difference between the drill down query and the normal query is the Back button just above the table in the left side of the window This button wi
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11. gs Milestone XProtect Retail 2 2 User s Manual Headquarters Denmark Milestone Systems A S Banemarksvej 50 G DK 2605 Brondby Copenhagen Denmark Tel 45 88 300 300 Fax 45 88 300 301 Middle East Milestone Systems Middle East P O Box 500809 DIC Building 5 IEB 6 floor Office 606 Dubai United Arab Emirates Tel 971 50 8827093 Singapore Milestone Systems Singapore 30 Robinson Road 13 03 Robinson Towers Singapore 048456 Tel 65 6225 2686 Fax 65 6225 1798 Japan Milestone Systems Japan 29 6 Sarugaku cho Shibuya ku Tokyo 150 0033 Japan Tel 81 0 3 3780 8749 Fax 81 0 3 3476 4234 ZARARSIZ PATAA The Americas Milestone Systems Inc 12725 SW Millikan Way Suite 300 Beaverton Oregon 97005 USA Tel 1 503 906 7910 Fax 1 503 961 0221 If calling from USA or Ci phone tollfree United Kingdom Milestone Systems UK 118 Codnor Gate Ripley Derbyshire DE5 9QW England Tel 44 0 1773 570 709 Germany Milestone Systems DE Am Kleefeld 6a 83527 Haag i OB Germany Tel fax 49 0 8072 442173 Italy Milestone Italia S r l Via Paisiello 110 20092 Cinisello Balsamo Milano Italy Tel 39 02 6179 508 Fax 39 02 6179 507 France Milestone Systems France SARL 121 rue d Aguesseau 92100 Boulogne Billancourt France T150 0033 HR aisha aso 6 Pe Oo ARE www milestonesys com info milestonesys com www milestonesys com Milestone O
12. ll return to the group by query Note If the Retail System is not correctly connected to the Milestone surveillance system it is not possible to access the Video tab and clicking on a line in the result set will not result in any action Please refer to Retail Application Settings on page 16 for instructions on setting up the connection to the Milestone XProtect Enterprise system Viewing Transactions and Video Click on the Video tab to see the each transaction with the receipt shown to the left and the matching video to the right www milestonesys com Page 10 How to Investigate Milestone XProtect Retail 2 2 User s Manual VideoOS XProtect Retail DAR Ele View Query Designer Tools Help Query Video 2008 04 29 13 42 01 503 ad 1 G E af Tp T gt Forth T gt Back Time a Playback Stow f a F Fast gt ora StoreId 3 TillId 42 TransactionId 5942 2008 04 29 13 42 00 Employee Donald Duck Fashion accessories 10 1 318 00 13 180 00 Voided 13 180 00 Jewellry 1 3 295 00 3 295 00 Voided 3 295 00 Makeup 4 3 295 00 13 180 00 Voided 13 180 00 Eyeglasses 2 1 647 50 3 295 00 Voided 3 295 00 Swimsuit 1 3 295 00 3 295 00 Voided 3 295 00 To return to the query table click the Query tab From the query table it is possible to access another transaction by either clicking a different transaction in the table or by executing another query To step th
13. milestone XProtect Retail 2 2 User s Manual Target Audience for this Document This document is aimed at users of Milestone XProtect Retail and provides descriptions of how to create and use different types of queries The manual should be helpful to both the user who investigates known kinds of fraud or shrinkage using existing queries and to the advanced user who creates or adjusts queries to match new types of fraud or shrinkage Note The installation of Milestone XProtect Retail is not covered in this manual www milestonesys com Page 2 Target Audience Copyright Trademarks and Important Information Copyright 2008 Milestone Systems A S Trademarks XProtect is a registered trademark of Milestone Systems A S Microsoft and Windows are registered trademarks of Microsoft Corporation All other trademarks mentioned in this document are trademarks of their respective owners Disclaimer This document is intended for general information purposes only and due care has been taken in its preparation Any risk arising from the use of this information rests with the recipient and nothing herein should be construed as constituting any kind of warranty Milestone Systems A S reserve the right to make adjustments without prior notification All names of people and organizations used in this document s examples are fictitious Any resemblance to any actual organization or person living or dead is purely coincide
14. nabled when editing a group by query 2 Enter the name of the new query in the Query name text box Use a name that describes the functionality of the query The name must be unique 3 Limit the result set returned from the database to the Milestone XProtect Retail application by entering an integer in Number of results field or set it to All Since the dataset in the www milestonesys com Page 12 Managing Queries Milestone XProtect Retail 2 2 User s Manual database is usually very large it is important to select a relatively small amount of results to ensure that the performance of the Milestone XProtect Retail application and the SQL server is not compromised 4 Add the required tables by selecting Add Table from the Query Designer menu or by clicking on the Add Table icon L in the toolbar This will open up an Add Table dialog Add Table Tables mst_CashPaymentltem mst_CreditCardPaymentltem mst_Department mst_Employee mst_Paymentltem mst_Transaction mst_TransactionD ata mst_Transactionltem Select the required tables and click the Add button 5 Tables will by default be joined based on their relations but these joins can be removed by selecting the line connecting the two tables in the graphical representation and pressing the Delete button New table joins can be added by clicking on the required field name in one table and dragging it to equivalent field name in the adjacent table Note All
15. nished editing this text you can click anywhere outside the SQL interface pane and the graphical editor will reflect the changes you have just made VideoOS XProtect Retail Number of results 205 O a A Selected fields re dbo mst_Tra X dbo mst_Em X ines Field Name Field Name Field Name Field Name dbo mst_Transaction Transactionld Oo Transactionld Transactionltemid C TransactionDatald dbo mst_Transaction TranDate C TransactionNumber Transactionld i dbo mst_Transactionltem ProductT e O TranDate C LineNumber s dbo mst_Transactionltem ProductPri ProductT ext aT sige rally llama ProductPrice 3 o mst_Employee Name FT Discount C Departmentld dbo mst_Employee nitials Voidedltem Refoundltem Lal C EmployeeDiscount _ RefoundTransactio C RefoundReason lt i i n 5 g j Column Tabe Output SotType SotOrder GroupBy Criterie A Possible fields ProductT ext dbo mst_Transact Group By Table Field ProductPrice dbo mst_Transact Group By 1 Z dbo mst_Trans Transacti Descending Count C dbo mst_Trans Transacti Refoundltem dbo mst_Transact Where dbo mst_Trans TranDate m j n C dbo mst_Trans Transacti SE o C dbo mst_ Trans Transacti SELECT dbo mst_Transactionltem ProductT ext dbo mst_Transactionltem ProductPrice COUNT AS CNT C dbo mst_Trans LineNumt FROM dbo mst_Transaction INNE
16. ntal and unintended www milestonesys com Page 3 Copyright Trademarks and Milestone XProtect Retail 2 2 User s Manual Contents INTRODUCTION wu ccccecccceeecceeeeeeneeeeeeeeeeeeeeeeeeeeeneeeeeeees D System Requirements o cssccevicseec secs cece secs wees eee weceveee wees vedeweeeeeeswecs vee eedees 5 HOW TO INVESTIGATE ssssssnnnnnnnsssnnnnnnnnnnnnnnnnnnnnnnnnna O Custom Parameters cccccseeeeeeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeaeeaeeaeeaeeeeeeeneeeeaes 7 QUETY CYDPES ccrann E EEE 8 Performing a Normal Query s sssssssssssrsssssrrsrrsssssrrrnnnnssrrrnnnnensrrrnnnnenerrnan 8 Performing a Group By QUery ssssssssssssssrrrrsrssrrrrrnntnsrrrrnnnnnerrrnnnnnnenrnnn 9 Drilling Down a Group By QUETY ssssssssssssssssssrrrrnsssnrrrrrnnsnrrnrrnnnserrrrrnnns 9 Viewing Transactions and Video ccsceceesceeeeeeeeeeeeeeeeeueeeeueeeeuaeeeuaeeauas 10 PHANCIN Ge vce csessnwsceteesccseedencecedaescedewdesaeassesecccecseswesecsessneneusaeucwcdssaccewsacdedss 11 Exporting a Query Result cccceeeeceeeeeeeeeeeeeeaeeeeeeeeeeeeeeeeaeeaneeeeeaeeeeeeeneae 11 MANAGING QUERIES sssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnna LQ Creating a QUELY ccccceeceeeee ee eeeeeeeeeeeeeeeeeeeaeeeeseeeeaeeeaseeueaeessseeeseeeusseenaaes 12 Using the SQL INteaGes civ ivncsiesdeeeeveesieees nee ieena Eaa 14 Editing QUCTY cscccccceeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeeeseeeeeueseeeaeeaueeeeuaesauenegeas 14 Deleting QUETL
17. rough the transactions in the query table click on either the previous transaction or next transaction button in the toolbar This will change the transaction receipt and video in the Video tab to the previous or next transaction in the query table Printing To print the specific transaction from the File menu select Print or simply click on the Print icon in the toolbar Alternatively create a preview of the print by selecting the Print Preview in the File menu or click on the Print Preview icon L in the toolbar Exporting a Query Result You can export the result of all query types The result set will be exported as a comma separated file csv containing only the data shown in the table The Export facility is accessible through the menu File and click on Export The export of the result set displays a Save As window from where a location for the file can be selected To export the specific transaction with Video select Video Export from the File menu This will open the Browse For Folder window where you select the export folder www milestonesys com Page 11 How to Investigate Milestone XProtect Retail 2 2 User s Manual Managing Queries The management of a store can identify and minimize fraud and shrinkage by using the Milestone XProtect Retail application As the main sources of the shrinkage or fraud are eliminated new kinds of fraud and shrinkage may emerge or it can be relevant to investigate o
18. ther kinds of already existing shrinkage or fraud This is why you can create or edit queries in the Milestone XProtect Retail application Creating a Query 1 From the Query Designer menu select New to create a new query This will open the Query Designer The Query Designer offers two ways to edit queries the SQL interface or the graphical interface The SQL view is a simple text editor where the SQL text can be entered The graphical interface resembles the one known in Microsoft Access Both interfaces are equal and can be used when editing a query and any changes will automatically be reflected in both interfaces This step by step description uses the graphical interface options See Using the SQL Interface on page 14 for a short description of this method bomi harsan lirest bo mat Tarearton lese Graphic interface 4 F a OM doms Timosen CER JON Bo met_Trareachoriten ON do mat_Taneacton Tiamecianid do met_Tusnesctantien Teareactornid MAILR JON Be ma_lmrortor ss ON Bo mct_Trareacton Thmeactortd do met_TieecterD eta Tremactordd ANER JON Be ma fnpiyee ON doo wet_Legkayee npiyesid Be met_Terwectodate f motets MEPL ite net_Teareacturttem Retarden he GPOUP BY do mat_Thareactertiens Product ef Ge mat_Trareachurtems Posu Pwe SQL interface Drill down information Example only When creating a new query the Query Designer is empty The SQL interface pane is by default not displayed The drill down information pane is only e

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