MICROS e7 Version 2.1 ReadMe First
Contents
1. Setup Check Closed 01 05 2006 09 18 064M THANK YOU PLEASE COME AGAIN Figure 3 Support for Sentinel License Key Beginning with the version 2 0 patch 2 release MICROS will support the Sentinel brand of license keys for the e7 System The new keys are similar in appearance provide the same functionality and are compatible with existing license keys The two types of keys can be mixed in a single install without affecting the overall operation of the POS system MD0007 013 January 19 2006 Page 33 of 47 Version 2 1 What s Revised What s Revised A revision is defined as a correction made to any existing form feature or function currently resident in the MICROS e7 product To qualify as a revision the change must satisfy the following criteria The basic form feature or functionality must be part of the previous version of the software The change must replace the current item or remove it from the application Revisions The table below summarizes the revisions included in this version Summarized Module Feature CRID Page Autoseq Employee Tip Report Does 3622081 35 Not Prompt for Range When Run as Autosequence Manager Changing Employee Job Does 36277488 35 Procedures Not Adjust Pay Rate Portal Masked Credit Card Number N A 36 Interface Incorrectly Hides All Digits Table Turn Time Data N A 36 Exported in Wrong Format POS Option Tend2. MICROS e7 Version 2 1 el g ReadMe First Management System micros About This Document ReadMe First is an introduction to the new features and revisions added in the Version 2 1 release of the MICROS e7 product Product information is divided into the following sections What s New What s Enhanced What s Revised MICROS e7 Installation Version 2 1 MD0007 013 January 19 2006 Page 1 of 47 What s New What s New New Features Summarized New Features Detailed A new feature is defined as one that provides capabilities that were not available in previous versions of the application The table below summarizes the new features included in this version Module Feature Page POS Stored Value Cards 2 Operations Reports Employee Job Code Labor Report 20 POS Operations Stored Value Cards Support for a new Stored Value System SVS Gift Card interface has been added to the e7 application The interface allows sites to create and manage guest card payment and loyalty programs and to issue stored value cards SVCs that may be applied against future purchases The e7 POS can support multiple programs and accounts and customers may participate in more than one of them simultaneously Note however that sites offering SVCs are only responsible for selling reloading redeeming and cashing out cards provided to them by a third party vendor Rules of part
3. True Prints a single copy False Prints two copies one for the merchant and one for the customer 6 Save the record Add Touchscreen Keys To control the sale and or redemption of gift loyalty cards sites may want to create a separate touchscreen for the SVC functions Once the touchscreen is created users can limit access to it by linking it to a function key that is only accessible to certain types of employees e g Managers Follow these steps to configure the touch keys 1 2 Open the e7 Configurator and select Touchscreens Select or add an appropriate Touchscreen for the placement of the transaction keys If this is a new screen select a Screen template to specify the size and shape of the touchscreen area Select New Button to add to this screen and complete the following fields for each SVC function supported Function This option identifies the type of action that will be performed when this key is pressed For SVC functions select Inquiry for all but the Cash Out key which should be set to Tender Media Version 2 1 MD0007 013 January 19 2006 Page 13 of 47 What s New Value Once the Function is chosen the system filters this drop down list to display compatible transaction items Select the corresponding SVC record for this touch key For example assuming that a Cash Out record was added to the Tender Media form the following options would be set when configur
4. e7 System to handle iCare stored value cards The options are based on the procedures outlined in the section Enabling the Feature above Step Supported Recommended Before You Begin Decide whether the sale of SVC cards will be posted as menu items or service charges Decide whether the redemption of SVC cards will be posted as tenders or discounts Create Transaction Items Create a menu item service charge discount tender inquiry record for each of these iCare processes For Gift Cards gt o Issue Account Activate Account Reload Account Cash Out Balance Inquiry Balance Transfer Redeem Redeem Authorize For Loyalty Cards Issue Points Points Inquiry Accept Coupon MD0007 013 January 19 2006 Page 16 of 47 Version 2 1 What s New Step Supported Recommended Create the Interface Add an new Interface record for the iCare service Configure the options as follows On the SVC Host tab Name iCare Interface Code SVC Host Name msvc micros Host Adapter Address Name of the e7 PC This can be found by typing hostname in a DOS Command window on the e7 PC Host Adapter Port 23001 Node Must be the PC SVC Server tab Server Address 127 0 0 1 Server Port 2323 Connect Timeout 30 Ack Timeout 60 Enable Auto Reversal True Create Touchscreen Keys Add or select the touc
5. ordering and purchasing the cards that will be distributed to the customers These are obtained through a third party vendor not your iCare service provider Before placing an order you must contact the mymicros implementation team to create an account and obtain the program and customer account numbers that will be printed or embossed on the cards For more information on account prerequisites or for help in locating a card vendor please contact your iCare respresentative Ordering the iCare Service Implementation of this feature requires the purchase and installation of iCare an enterprise wide Customer Relationship Management CRM solution and iCard its stored value card and loyalty services component iCare is hosted by MICROS and may be purchased as either an ASP service or as a traditional software license with additional hosting service Instructions for ordering iCare and iCard can be found in PMA04 788 REV available from the MICROS website under Member Services http www micros com members sales_and_marketing pmas A customer login and password is required A descriptive document and forms for ordering iCare are also located in the Member Services area Attp www micros com members operations north_american_distribution iCare Version 2 1 MD0007 013 January 19 2006 Page 15 of 47 What s New Setting the Configurator Options The following table summarizes the selections required to configure an
6. F and B Receipts Job Code Labor Order Types Total Net Sales Note In the sample report a tracking total is shown for the Issue Card item This change is not part of the standard report but must be added by the user MICROS recommends creating a line item for all SVC transactions to the Default Tracking section of these reports MD0007 013 January 19 2006 Page 18 of 47 Version 2 1 What s New Micros Cafe Gateway Drive Soccee DEl As s Carry Out 9 ystem Balance Repor Guests avg o 0 Sample Report with i ne ae i i i cope ysten Tables Av 0 0 Sale of 20 Gift Card Business Date Fri 01 06 2005 Turn Tine 0 Taken From Wsl Generated Fri 01 13 2005 08 27am No Tax 0 Guests Avg 0 0 From Backup Ws6 Checks Avg 0 0 Inactive Ws2 Tables Avg 0 0 Inactive Us3 Turn Time Mins 0 Inactive Ws4 Inactive Ws5 Incl Only 0 a ie Guests Avg 0 0 et Sales 5 Checks Avg 0 0 Does not add to Income service charges Tables Avg 0 0 Tax Collected Turn Time Mins 0 Total Revenue Total Net Sls 628 Guests Avg 9 68 The increase in Cashis faia out SE es oie Cash D j noted however and cinch Discus i i Returns k 5 accounted for in the caeca carried Oger Voids 6 12 Checks Begun Non Revenue Items a 20 new Non Revenue Items _ thecks raia Credit Total 2 Qutstanding Change Grand Total 671 Rounding Total 0 Gross F and B Receipts Grand Total 671 Charged Receipts Manager Voids 4 10 Servi
7. Restaurant Languages tab Be sure to enter the base or primary language in the Language 1 field NOTE The code for US English is en US SVC Chit Printer Specify where SVC chits should be printed relative to each e7 node based on the following values 0 None no chits printed 1 The workstation s guest check printer 2 The workstation s report printer 3 The workstation s local order printer Item Number for Enter the object number of the item that will be used for this transaction type Object numbers should correspond to the transaction item menu item service charge discount or tender added above Post Menu Item for Issue Activate Reload Select one of the following to specify how these gift card transaction items will be posted on the guest check True Select this entry if the transaction item was defined as a menu item False Select this option of the transaction item was defined as a service charge MD0007 013 January 19 2006 Page 12 of 47 Version 2 1 What s New Post Tender for Accept Coupon Redeem Points Select one of the following to determine how a coupon point redemption will be posted on a guest check True Posts the transaction as a tender False Posts the transaction as a discount Print Only One Voucher Set this option to determine the number of voucher copies that will be printed with a redeem authorization request
8. SVS Server Node PC or WS MD0007 013 January 19 2006 Page 4 of 47 Version 2 1 What s New Enabling the Feature The e7 Setup installs all the system files necessary to run an SVC program on each of the client workstations To use the feature additional configuration is required Specifically users will need to determine the posting methodology for handling SVC transactions establish an interface to the card provider and create touchscreen keys that allow the user to perform gift loyalty functions Users must also set job privileges for handling the inquiries This section describes the configuration issues in detail To avoid confusion MICROS recommends new users read the entire section before completing each area and to do so in the order presented below Create the Transaction Items The SVC feature offers a number of transaction processes for managing and recording the sale and redemption of gift cards and loyalty discounts To use these process users must first decide how the transaction will be posted and then add a corresponding transaction item to the database In general transaction items fall into one of four categories Menu Items Service Charges Records the sale of or addition to a gift card account NOTE During operations sales of SVC items are posted to the database as non revenue generating transactions As such they do not affect the income section of the balance reports T
9. be removed before the data is encrypted In the event that database security is compromised this will prevent hackers from obtaining sensitive information by re creating the original track data Encrypting Account Information To secure retained credit card data all account information is now stored in the database as encrypted files The change affects customer names account numbers and or expiration dates stored in the database Logging Sign In Attempts To secure the log in process the system will now write a warning message to the e7 log file whenever a user fails to provide a correct password when signing in on a workstation This will allow sites to monitor security at the workstation and determine if someone is trying to discover a sign in code through random entries Version 2 1 MD0007 013 January 19 2006 Page 25 of 47 What s Enhancements Using Remote File Utilities As a security precaution use of the Remote File Utilies module has been changed to a privileged operation This module is a powerful tool providing remote access to all of the e7 workstations on the network Through its interface users can manage i e copy move delete workstation files and directories and can remotely execute applications on any of them During operations the module is started by pressing a preconfigured touch key Touchscreens Function Non Sales Remote File Utilities Starting with this release the touch key will not
10. improve or extend the functionality of the current MICROS e7 software To qualify as an enhancement the change must satisfy the following criteria The basic feature or functionality already exists in the previous release of the software The change adds to or extends the current process This differs from a revision i e a bug fix which corrects a problem not caught in the previous release of the software Enhancements The table below summarizes the enhancements included in this version Summarized Module Feature Page Configurator Hide Menu Item Category Keys from SLU 22 Hide Transaction Item Touch Keys from 23 SLU Credit Cards Enhanced Credit Card Data Security for 24 CISP PCI Compliance Database Posting to mymicros net Without a PC 27 Printing Print Check Totals in Alternate Currency 32 Setup Support for Sentinal License Key 33 Version 2 1 MD0007 013 January 19 2006 Page 21 of 47 What s Enhancements Enhancements Detailed Configurator Hide Menu Item Category Keys From SLU When adding menu items to the database entries can be grouped under a user defined header referred to as a menu item Category For example the Spaghetti Ravioli and Lasagna menu items could be listed in the Pasta Category while Tiramisu Cheesecake and Hot Fudge Sundae could be included in the Desserts listing During operations Category keys simplify the order process by limiting
11. launch the module unless 1 the user is signed in on the e7 workstation and 2 the user s job configuration includes the option to Use database tools and exit e7 Jobs Privileges As a final check of the system an entry will be posted to the e7 log file after every attempt to start the remote file utilities Ifthe attempt is successful i e the user is privileged the entry will note that the module was used and include the last name of the employee who did so Ifthe attempt fails i e the user is not privileged an error message will be posted MD0007 013 January 19 2006 Page 26 of 47 Version 2 1 What s Enhancements Database Posting to mymicros net Without a PC In the Version 1 5 release e7 introduced functionality that allowed sites to gather and post data to the mymicros net Enterprise Information Portal EIP The portal provides secure access to a suite of centrally located Internet based applications and services These applications allow portal subscribers to monitor store activity via a web browser from any Internet accessible location Access to the data is restricted to members only and a password is required Originally sites that wanted to use EIP functionality were required to have a PC This was needed to run the eBusiness software provided by mymicros net and installed separately that managed the data collection processes At 15 minute intervals and at the end of the d
12. of 47 MICROS e7 Installation Downloading the MICROS e7 Product Downloading the MICROS e7 Product The MICROS e7 product is available for download from the MICROS Web Site There are several download choices that can be made from Member Services Product Support MICROS Products e MICROS e7 Workstation Installation download this file if you are installing only to a workstation Use the e7 e7 Release Version e7 Workstation Software link to download the e7 ws _ build Version exe file e MICROS e7 PC Prerequisites Installation download this file if you are installing to a PC for the first time This file contains any prerequi sites necessary to run MICROS e7 on a PC including the NET frame work The extracted files can be used to burn a CD or to run the MICROS e7 PC Prerequisites program Use the e7 e7 Release Version e7 PC Pre requisite Software link to download the e7 pc prereq 2 0 _ exe file e MICROS e7 PC Installation download this file if you are installing to a PC The extracted files can be used to burn a CD or to run the MICROS e7 PC Setup program Use the e7 e7 Release Version e7 PC Software link to download the e7_pc_build_ Version exe file e Workstation 4 Platform Image download this file to extract the platform image for a workstation Use the e7 e7 Release Version WS4 Platform Software link to download the ws4_platform Release Version exe file MD0007 013 Janu
13. Configure the SVC Interface A separate interface record must be added for each gift loyalty card type offered by the user To configure an interface record 1 Open the e7 Configurator and select the Interfaces form 2 Select Add Record to add a new interface The next available number is automatically assigned but may be edited by the user 3 On the SVC Host tab complete the following fields Name Enter a user friendly name for this interface Interface Code Select SVC from the drop down list A table listing additional parameters will display Complete the fields as follows Host Name Enter the name of the SVC gift card provider host This field is case sensitive Host Adapter Address Enter the IP address of the computer where the host adapter resides e g 123 4 5 1 Host Adapter Port Enter the number of the IP port where the host adapter is listening e g 23001 MD0007 013 January 19 2006 Page 10 of 47 Version 2 1 What s New Backup Interface Not used Please leave blank Node Select a workstation to host the SVC Server interface This is the workstation PC or WS4 that will be responsible for gathering and exporting the SVC requests to the gift card processor This field is required Log Transactions When checked writes all messages sent and received to a log file For the SVC interface messages will be sent to the 7 FLog_TIFSVC txt fi
14. D0007 013 January 19 2006 Page 30 of 47 Version 2 1 What s Enhancements NOTE Switching the mode from 0 to 1 or 2 will instantly activate the interface Do this only after the configuration and software installation is complete If hosting on a WS4 the system may be busy for several minutes once the mode is changed from the default setting of 0 Backup Interface Not used Please leave blank Node Select a workstation to host the mymicros net interface This is the workstation PC or WS4 that will be responsible for gathering and exporting the data This field is required NOTE This must be the PC for data export node 1 eBusiness node Log Transactions When checked writes all messages sent and received to a log file For the mymicros net interface messages will be sent to the TIFLog TIFMYMICROS txt file in the etc folder NOTE Since this file will continue to grow as long as the option is active it should only be enabled when debugging the interface 4 Ifusing eBusiness mode skip to Step 6 Otherwise go to the Messaging Server Configuration tab and complete the form using the values provided by the mymicros net service All fields are required NOTE This information should be sent after sign up If lost or missing sites can obtain assistance by calling the support line at 1 800 937 2211 Server Name Enter the name of the mymicros server where the ETA will be sending da
15. For example sites may want to control the sale of certain menu items e g liquor cigarettes the application of discounts and service charges or the handling of gift loyalty cards In the past once an item was defined there was no way to exclude it from displaying on a system generated SLU screen All items belonging to a particular Category were automatically included when the Category button was pressed and the touchscreen was invoked To correct this problem an option to Hide on display was added to the following forms in the Configurator Menu Main Options Tender Tender General Options Discounts Settings Options Service Charges Settings Options This option only controls availability from the SLU screens Users can still provide access to the item by adding a fixed key to a touchscreen Similarly it has no affect on the touchscreen designer Version 2 1 MD0007 013 January 19 2006 Page 23 of 47 What s Enhancements Credit Cards Enhanced Credit Card Security for CISP PCI Compliance To comply with requirements established by the Cardholder Information Security Program CISP Payment Card Industry PCI Data Security Standard the following modifications were made with regard to the handling securing and storing of credit card account information Masking Credit Card Numbers During operations the only time the full credit card account number will be available to the site is w
16. Processes Function Description Type Issue Activates a gift card for any user specified Menu Item Account amount e g 43 75 50 110 or Service Prompts the user for an account number and Charge amount Must be performed during an open check If approved posts a transaction item to the guest check Activate Activates a gift card for the preset amount Menu Item Account printed on the face of the card e g 15 25 or Service 50 Charge Prompts the user for an account number and amount Must be performed during an open check If approved posts a transaction item to the guest check MD0007 013 Version 2 1 January 19 2006 Page 6 of 47 What s New Gift Card Processes Function Reload Account Description Adds value to an existing gift card Prompts the user for an account number and amount Must be performed during an open check If approved post a transaction item on the guest check Type Menu Item or Service Charge Cash Out Pays out the value of a gift card Prompts the user for a gift card account number and then verifies the amount to be paid to the customer Cannot be performed while a check is open If approved prints a separate chit when the transaction is complete NOTE To use this function key you must first add a corresponding Tender Pickup record configured as follows On the Tender tab enable the option Hide on display Al
17. ary 19 2006 Page 40 of 47 Version 2 1 MICROS e7 Installation Downloading the MICROS e7 Product Workstation 4 Platform Image Notes The platform image must be installed prior to installing the MICROS e7 software on a Workstation 4 If your system is currently at CAL 32 and CE Image 14 4 the correct versions are already installed This has not changed from e7 Version 2 0 Use these instructions to install the Platform Image on a Workstation 4 These steps may also be used to install another CE language platform such as Chinese Japanese or Korean The MICROS e7 software will not be installed as part of these instructions A PC or laptop is required to extract the zip exe file and copy the extracted files to the appropriate transfer media such as a USB thumb drive 1 Copy the ws4_platform_ Release Version exe file from the MICROS Web Site to a temporary directory on the PC Double click on ws4_ platform Release Version exe to extract the MICROS e7 files Enter a directory location where the MICROS e7 files will be extracted i e c wsImage Click on Unzip Click on Close Copy the directory from Step 3 i e c wsImage to a USB thumb drive Attach the USB thumb drive to the USB slot on the back of the workstation 4 Open Windows Explorer on the workstation 4 Version 2 1 MD0007 013 January 19 2006 Page 41 of 47 MICROS e7 Installation Downloading the MICROS e7 Product 9 Loca
18. ay it was the PC s responsibility to collect and organize the data from each of the workstations and then send it to the mymicros net website The mechanism for posting this data is referred to as the remote transfer agent RTA With this release e7 has extended these data posting capabilities to sites without a PC To do this an internal e7 transfer agent ETA was developed and included in the e7 application Unlike the eBusiness solution the integrated ETA is automatically loaded during installation of the e7 software Since the software can run on both the Win32 and WinCE operating system this enhancement allows sites to assign any of their workstations whether PC or WS4 the responsibility for collecting data from the rest of the units and then posting the results to the mymicros website Limitations Although the e7 solution offers a simple alternative for posting data to mymicros net it does not offer all the functionality available with a PC At this time a PC is still required for sites that accept the iCare gift cards The e7 ETA node does not support a dial up connection but requires a persistant high speed internet connection Version 2 1 MD0007 013 January 19 2006 Page 27 of 47 What s Enhancements Prerequisites Implementation of this feature requires the purchase and installation of mymicros net and depending on the selected data transfer solution may include other software requirements A dis
19. ce Charge Receipts Error Correct 18 l4 Food 103 509 Beer 30 94 Beverages 28 2l Issue Card pi 20 1 23 Discount 1 l g open Discount 1 5 The sale is also reflected 1 00 Teea Dac 3 A 5 J 2 208 36 Openg Svc Chg 0 0 in the Tracking Totals 2 264 36 Charged Tip o 0 Cash 24 542 MasterCard 2 27 56 00 Diners CB 1 16 2 208 36 Cash Section Cash 24 542 Bank Loan 0 0 Bank Pickup a 0 Guests Avg In Drawer 24 542 Charged Tips Cash Tips Declared Indirect Tips Total Tips Tips Percentage Checks Avg Tables Avg Turn Time Mins Cancel Total 35 134 Training Total 0 Default Tracking MD0007 013 January 19 2006 Page 19 of 47 Version 2 1 What s New Reports Employee Job Code Labor Report A new Employee Job Code Labor Report was added to the list of standard reports available from the POS workstation The report summarizes labor information for each employee and includes the job code regular and overtime hours worked and the pay information for each At run time users can limit results by selecting the applicable employee s and date range A sample report is shown below Micros Cafe Gateway Drive Employee Job Code Labor Report System Fri 01 06 2006 Wsl Mon 01 09 2006 02 21PM Bartender Hours Parks Laura MD0007 013 Version 2 1 January 19 2006 Page 20 of 47 What s Enhancements What s Enhancements An enhancement is defined as a change made to
20. cussion of these prerequisties is provided below Ordering mymicros net Instructions for ordering mymicros net for an e7 site can be found in PMA02 702 REV available from the MICROS website under Member Services http www micros com members sales_and_marketing pmas A customer login and password is required Pricing for this service is based on mymicros net foundation levels which are determined by the number of e7 POS terminals installed per location Foundation Level e7 Terminals 1 1 4 2 5 6 The forms for ordering mymicros net are also located in the Member Services area http www micros com members operations north_american_distribution mymicros These include Filename Pite Description Type mymicros net online xls Fill out this two page spreadsheet online and order form then print Includes macros and other tools to assist in selecting part numbers Order Forms Manual order form pdf An alternative to the online form Print this two page file and complete by hand mymicros net xls Required after order Complete with customer Questionnaire and email to mymicros micros com Customer Service Agreement pdf Print and complete by hand Must be signed by A t customer This form includes Customer geome Agreement with Terms and Conditions MD0007 013 Version 2 1 January 19 2006 Page 28 of 47 What s Enhancements System Requirements To access the mymic
21. e NET framework Use these instructions to extract the PC Prerequisites zip exe file and install the extracted files to a PC Extracting the MICROS e7 PC Prerequisite Files 1 Copy the e7_pc_prereq_ Version exe file from the MICROS Web Site to a temporary directory on the PC 2 Double click on e7_pc_prereq_ Version exe to extract the files 3 Enter a directory location where the MICROS e7 files will be extracted i e c e7Prereq 4 Click on Unzip 5 Click on Close Installing the MICROS e7 Prerequisite Files to a PC 1 Open Windows Explorer on the PC 2 Locate the MICROS e7 prerequisites directory i e c e7Prereq that you extracted in the previous steps 3 Run e7PreReqs exe 4 The necessary files are installed This may take a few minutes MD0007 013 Version 2 1 January 19 2006 Page 44 of 47 MICROS e7 Installation Downloading the MICROS e7 Product Use these instructions to extract the PC Setup zip exe file and install the extracted files to a PC Extracting the MICROS e7 PC Setup Files 1 Copy the e7_pc_build_ Version exe file from the MICROS Web Site to a temporary directory on the PC 2 Double click on e7_pc_build_ Version exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e c e7CD 4 Click on Unzip 5 Click on Close Note The MICROS e7 installation can be started from the directory where you extracted files in these previous
22. er over change 3633185 36 Configurator due limit Not Accessible in Record View MD0007 013 Version 2 1 January 19 2006 Page 34 of 47 What s Revised Revisions Detailed Module Feature CRID Page POS Percent Discount Not Applied 3680805 37 Operations Properly to Menu Item With Priced Condiments Returning Item With Limited 3766627 37 Availability Incorrectly Adds to Menu Item Count Reports Enabling Option Post to N A 37 Tips Paid Results in Incorrect Employee Tip Report Totals Autosequences Employee Tip Report Does Not Prompt for Range When Run as Autosequence CR ID 3622081 When running the Employee Shift Report as part of an autosequence the system failed to prompt for an employee range even though the procedure was configured to do so This has been corrected Manager Procedures Changing Employee Job Does Not Adjust Pay Rate CR ID 36277488 When changing an employee s job through manager procedures the correct job title and pay rate was not applied to the time clock record This problem has been corrected Now the appropriate adjustments are reflected in the time clock detail system balance labor section and job code totals whether or not the employee is clocked in or out or is or is not earning overtime The Labor Availability report has also been updated Version 2 1 MD0007 013 January 19 2006 Page 35 of 47 What s Revised P
23. g the physical cards establishing and enforcing the rules for participation and maintaining the actual accounts Host Adapter The software executables and drivers used by the Host to process transaction requests to from the e7 site Host adaptors provide the electronic link between the e7 POS System and the gift card processor A separate Host Adaptor is required for each SVC provider Version 2 1 MD0007 013 January 19 2006 Page 3 of 47 What s New Understanding the Process During operations SVC requests are initiated at an e7 POS workstation and passed to a designated SVC Server For purposes of discussion the SVC Server is simply a node in the e7 System that has been assigned responsibility for managing these transaction requests The server designation is made during the configuration of the SVC interface Note Any node PC or WS4 may be designated the SVC Server subject to the limitations of the Host Adapater software In the current release e7 only supports the iCare gift cards which require a PC to connect with the mymicros net service provider From the SVC Server requests are routed to a Host Adaptor which translates the information into the proper Host format before passing it on to the SVC provider see diagram below The Host then reads the message checks its database and sends a response in reverse process back to the POS System SVC Interface Gift Card A Processor e7 Designated
24. hen the card is first tendered Once a credit card number has been entered the e7 System will mask i e replace with asterisks or x s the expiration date and all but the last four digits of the account number whenever and wherever a reference to the card numbers occurs This includes Inthe check detail of the display screen aS the credit card is first posted to a open check when a guest check is picked up or reopened when moving details from one check to another on a split screen Inthe account number selection window when more than one card is authorized on a guest check when more than one card is tendered on a guest check Ona printed or reprinted credit card voucher guest check In Reports Plus MDO0007 013 Version 2 1 January 19 2006 Page 24 of 47 What s Enhancements Inthe journal file for the credit card voucher credit card authorization or payment On the Credit Card Batch Utility screen Inthe printed Credit Card Report Inthe printed Credit Card Batch Transfer Report for omitted records In mymicros data file exports In debug logs for any credit card driver the e7 application Securing Track Data The option to Store Track Data in the database e7 Configurator Restaurant Credit Cards has been removed from the system Now when a credit authorization is saved all data after the expiration date will
25. his is done for accounting purposes since the sale or addition of money to a gift card is not realized as revenue until the card is redeemed For more on this topic refer to the section SVC Report Changes beginning on page 18 Tender Records a payment against a gift card account Discount Records a discount as a reward for reaching a certain level of purchase points Inquiry Requests account status and reports the current balance of the gift card or loyalty program Version 2 1 MD0007 013 January 19 2006 Page 5 of 47 What s New The following table lists the processes included with the SVC feature provides a brief description of its functionality and limitations and identifies the options for creating a valid transction item NOTE 1 Not all processes are supported by every SVC Host System See page 16 for a list of processes supported by the iCare service NOTE 2 Configuration will vary depending on the transaction type selected To work properly however the following options must be set for each SVC menu item discount service charge or tender added Reference required Disabled Hide on display Enabled In addition when the function key is posting as a Service Charge The item must be a Non Tip transaction and configured as an Open not Preset Amount not Percent Menu Item The item must be configured as an Open Priced Amount Gift Card
26. hscreen where the SVC functions keys will reside Adda touch key for each SVC process to be used e g Issue Account Cash Out Redeem Points etc Link to an Inquiry for most functions to a Tender Pick up for the Cash Out function Version 2 1 MD0007 013 January 19 2006 Page 17 of 47 What s New SVC Report Changes For accounting purposes sales of or additions to stored value cards are recorded in the system as non revenue transaction items This means that monies collected from the sale either as cash or credit are not included in the balance reports as income Since a form of payment is accepted at time of purchase the amount paid is included in the tender totals However the sale is not posted to receipts and is not realized as revenue until the card is actually redeemed To account for the differences in report totals the System Employee and Workstation Balance Reports have been modified The primary change was the addition of a new line item Non Revenue Items to the list of transaction types Sales generated using the SVC Issue Activate Reload functions are recorded here The following sample report illustrats how the sale of a 20 gift card would be accounted for in the System Balance Report Since the transaction was paid in cash the monies are included as part of the line item Notice however that the sale does not add to any of the following totals Net Sales Gross
27. icipation are determined by the SVC provider At this time e7 only supports the use of the iCare gift cards available from mymicros net This feature describes how the SVC process works and includes procedures for installing and configuring the appropriate software to implement SVCs in general and iCare gift cards in particular Future releases of e7 will provide instructions for integrating other SVC programs as they become available MD0007 013 January 19 2006 Page 2 of 47 Version 2 1 What s New Terminology Stored Value Card is a generic term that refers to two types of customer accounts Gift Cards An account with a monetary balance that can be tendered in payment for products and or services Cards are purchased in advance by a customer loaded with a specific amount which may be applied to future purchases Loyalty Cards An account that tracks customer purchases assigns a point value to them and when a sufficient number of points has accrued issues a reward in the form of a discount Unlike gift cards there is no direct monetary value associated with a Loyalty Card Other terms applicable to the discussion of this feature include SVC Server The device used by the e7 POS System to process SVC transactions The SVC Server is responsible for routing requests between the POS workstation and the service provider Host Host The gift card service provider responsible for supplyin
28. ing the Cash Out touch key Function Tender Media Value Cash Out Legend Enter a text label for this key Button Color Specify the background color of the key Font Color Specify the text color of the key Image Select an optional image to display on the key Only those images located in the cf micros e7 images directory will be available for selection Image Position Specify how the image should be aligned on the key i e right left top bottom center Font Size Specify the text size of the Legend Enter a 0 to use the default setting Font Style Select a text style regular bold underline or italic for the Legend 4 Save the record Setting Employee Privileges As with other Interface processes employees must be privileged to perform inquiry functions through the SVC Interface This option is assigned by enabling Can perform inquiry Jobs Options for each applicable job function in the Configurator MD0007 013 January 19 2006 Page 14 of 47 Version 2 1 What s New Enabling iCare SVC Cards The initial release of this feature provides support for iCare SVC cards only To assist the user this section describes policies and procedures for obtaining the physical cards ordering the iCare iCard service and configuring the system to handle the SVC processes Obtaining SVC Cards Sites implementing a gift loyalty card program are responsible for designing
29. l other options including Reference required should be cleared On the Interfaces tab open the SVC Interface drop down list and select the entry for the host provider Tender Pick Up Balance Inquiry Checks the balance remaining on a gift card account Prompts the user for the account number and returns the amount left on the SVC May be initiated inside or outside a guest check Prints a separate chit when inquiry is complete Inquiry Balance Transfer Moves the balance from one gift card to another Prompts the user for the account numbers of both the old gift card and the new one May be initiated inside or outside a guest check Prints a separate chit when transaction complete Inquiry Version 2 1 MD0007 013 January 19 2006 Page 7 of 47 What s New Gift Card Processes Function Description Type Redeem Applies a gift card tender to an open guest Tender check Prompts the user for the account number and amount to be applied to the check If prior authorizations are posted on check prompts for gift card number and amount including tips If approved posts a transaction item account amount to the guest check Redeem Requests amount verification in order to apply a Inquiry Authorize gift card tender to an open guest check Prompts the user for the account number and amount If prior authorizations are posted on check prompts for gift card
30. le in the etc folder NOTE Since this file will continue to grow as long as the option is active it should only be enabled when debugging the interface 4 Go to the SVC Server tab and complete the following Server Address Enter the IP Address of the node PC or workstation that is handling the SVC Server responsibilities e g 122 33 4 5 Server Port Enter the number of the IP Port where the SVC Server is listening Connect Timeout Specify how long in seconds the SVC Server should wait to connect to the Host for an SVC transaction before timing out Ack Timeout Specify how long in seconds that the SVC Server should wait for the e7 POS to acknowledge an SVC transaction before timing out Enable Auto Reversal Select True to have the SVC Server automatically reverse any SVC transactions that are not properly recognized by the e7 application The default setting is False Version 2 1 MD0007 013 January 19 2006 Page 11 of 47 What s New Go to the Interface Information tab and complete the following Site ID Enter a unique identifer for this e7 Site This field is required for the Host system to identify SVC accounts and handle customer requests Base Currency Enter the ISO code for the base currency for this site NOTE The code for US is USD Language 1 4 ISO Codes Enter the ISO code for each of the four languages used by the system and defined on the
31. m Points Applies a discount for the stated amount item to the open check Subtracts the appropriate number of points from the customer s account Must be initiated within an open guest check Prompts the user to enter the account number and point amounts to be used If approved posts transaction item with points amount used Discount or Tender Points Inquiry Reports the number of points accrued to a guest loyalty account May be initiated inside or outside a guest check Prompts the user for the account number and returns the points balance If approved prints a separate chit when the transaction is complete Inquiry Issue Coupon Issues a coupon for discounted menu items or currency amounts that can be applied to future purchases Must be generated within an open guest check When pressed prompts the user for an amount account number and coupon code If approved prints the coupon code and value on the guest check Tender Version 2 1 MD0007 013 January 19 2006 Page 9 of 47 What s New Loyalty Card Processes Function Description Type Accept Applies a discount based on the coupon value Discount or Coupon amount or item to the open guest check Tender Must be initiated within an open guest check Prompts the user for a coupon code and account number to validate the transaction If approved posts a transaction item to the guest check
32. n mode by enabling the option Use with currency conversion Configurator Tender Tender Originally when tendering a check in an alternate currency the system would convert the amount due and display the results on the workstation screen or pole display When the guest check was printed however the totals were always in the base currency This has been modified MD0007 013 January 19 2006 Page 32 of 47 Version 2 1 What s Enhancements Now when the user selects a currency conversion key then prints the check a line item is added below the Total Due indicating the same amount in the alternate currency Figure 1 When a payment is tendered the amount paid will be shown in both the base and alternate currency Figure 2 and the Change Due if any will be listed for each Figure 3 MIKE ROSE GRILL 1200 RESTAURANT DRIVE OURTOAN MD 20 TJ Check 2769 Guests 1 MIKE ROSE GRILL 1200 RESTAURANT DRIVE OURTOAN MD MIKE ROSE GRILL 1200 RESTAURANT DRIVE OURTOAN MD Check 2769 01 05 2006 09 14AM 01 05 2006 2 Tacos 8 00 2 Tacos 2 Tacos Cash Food Cash 8 00 Subtotal Pesos 80 00 Pesos 90 00 Tax Subtotal Subtotal 8 00 LoLa Alternate Total Due Tax 0 00 Pesos Payment 8 00 Syne PUNEET Change Due 0 00 Change Due shown here i Pesos inblue o E Been Check Closed THANK YOU PLEASE COME AGAIN Figure 1 01 05 2006 09 18 064M THANK YOU PLEASE COME AGAIN Figure 2
33. number and amount including tips If approved posts a transaction item to the guest check Prints two redeem authorization vouchers one for customer one for merchant NOTE This function is used to print a voucher in a table service environment when the customer wants to pay the check with a gift card Manual Applies a gift card tender to an open guest Tender Redeem check This option is used when online communication with the gift card processor is down Requires the user to obtain verbal confirmation and an authorization code from the processor Prompts the user for the account number and amount If prior authorizations are posted on check prompts for gift card number amount including tips and an authorization code If approved posts a transaction item to the guest check Prints two redeem authorization vouchers one for customer one for merchant MD0007 013 Version 2 1 January 19 2006 Page 8 of 47 What s New NOTE For Loyalty programs enable the Print to Interface option for each Print Class in the system Loyalty Card Processes Function Description Type Issue Points Adds bonus points to an existing customer account based on eligible purchases amount or item type Must be initiated within an open guest check Prompts the user for an account number If approved posts a transaction item with points amount on the guest check Tender Redee
34. ortal Interface Masked Credit Card Number Incorrectly Hides All Digits CR ID N A When exporting files to the web portal the system would incorrectly mask out the entire credit card number from transaction data rather than masking all but the last four digits This problem has been corrected Table Turn Time Data Exported in Wrong Format CR ID N A When exporting files to the web portal data collected on table turn times was not being converted to an acceptable numeric format i e from floating decimal point to integer This affected results posted in the Daily Order Type Totals It has been corrected POS Configurator Option Tender over change due limit Not Accessible in Record View CR ID 3633185 During operations employees must be authorizied to enter a tender amount that results in change greater than the tender s assigned limit In the past this was done by setting the ChangeDueOverLimit option Configurator Jobs Options which was only available in the Table View of the form To improve useability a corresponding option Tender over change due limit was added to the Record View MD0007 013 January 19 2006 Page 36 of 47 Version 2 1 What s Revised POS Operations Percent Discount Not Applied Properly to Menu Item With Priced Condiments CR ID 3680805 When applying a percent touch discount to a menu item with priced condiments the system failed to include the condiment price
35. ouble click on e7_ws_build_ Version exe to extract the MICROS e7 files Enter a directory location where the MICROS e7 files will be extracted i e c e7Software Click on Unzip Click on Close Copy the directory from Step 3 i e c e7Software to a USB thumb drive Attach the USB thumb drive to the USB slot on the back of the WS4 Open Windows Explorer on the WS4 Locate the MICROS e7 software directory i e c e7Software on the USB thumb drive The USB thumb drive should appear in Explorer as Hard Disk Run Setup exe CAL installs the MICROS e7 software and reboots the workstation Version 2 1 MD0007 013 January 19 2006 Page 43 of 47 MICROS e7 Installation Downloading the MICROS e7 Product MICROS e7 PC With MICROS e7 a PC can be setup to run the MICROS e7 ReportsPlus Installation Configurator and Credit Cards modules To use these applications on a PC the NET framework Version 1 1 must be installed using the e7 PC Prerequisites installation and MICROS e7 software must be installed using the e7 PC Setup installation Optionally the PC may be configured to be a CAL server for the MICROS e7 site so that it can be used to update the workstations with the MICROS e7 workstation software Note The NET framework Version 1 1 must be installed on the PC prior to running the e7 PC setup program Use the e7 pc_prereq 2 0_ exe file that can be downloaded from the MICROS Web Site to install th
36. owing fields Name Enter a name for this interface Interface Code Select MyMicros from the drop down list A table listing additional parameters will display Complete the fields as follows Data Export Mode Specifies the transfer method to be used when exporting data to mymicros net The options are 0 Idle Mode This is the default setting The interface is waiting to be enabled for either the eBusiness or e7 Mode 1 eBusiness Mode Establishes eBusiness RTA as the data transfer mechanism Requires a PC and software provided by the eBusiness team In this mode transaction data is exported from the e7 POS every 15 minutes Daily totals and definitions are exported when the Update Business Date Autosequence Step is executed This mode should be used when running the Connect Agent software is a requirement i e if the site is using iCare stored value cards or has a dial up internet service provider ISP 2 e7 Mode Uses the integrated e7 Transfer Agent ETA as the data transfer mechanism between the site and the hosting center May be run on a PC or WS4 In this mode transaction data is exported from the e7 POS every 15 minutes Daily totals and definitions are exported when the Update Business Date Autosequence Step is executed If this mode is selected the Message Server Configuration and Archive Configuration tabs will be displayed and must be completed See Steps 4 6 below M
37. ros net EIP the PC or WS4 responsible for data collection and transfer operations must have the following applications installed For comparison the table includes requirements for both the e7 and eBusiness solutions e7 eBusiness PC WS4 PC Only Windows 2000 sp4 e7 POS Software Windows 2000 sp4 or Windows XP Pro Version 2 1 or Windows XP Pro sp1 sp1 Internet Explorer 5 5 Internet Explorer 5 5 sp2 or Internet sp2 or Internet Explorer 6 0 or Explorer 6 0 or higher higher e7 POS Software Microsoft Virtual Version 2 1 Machine MVM Sun Java Virtual Machine JVM e7 POS Software Version 1 5 or higher Configuring the System After installation of the requisite software follow these steps to create an interface between the e7 site and mymicros net Important If the site is already configured for mymicros from a previous version these steps are not required Only one mymicros net interface should be installed per location Responsibility for this rests with the site as the e7 Configurator has no way to prevent conflicting records from being added to the system 1 Open the e7 Configurator and select the Interfaces form Version 2 1 MD0007 013 January 19 2006 Page 29 of 47 What s Enhancements Select Add Record to add a new interface The next available number is automatically assigned but may be edited by the user On the Interface Information tab complete the foll
38. s in the discount calculation This has been corrected Returning Item With Limited Availability Incorrectly Adds to Menu Item Count CR ID 3766627 Previously limited availability menu items that were returned to the kitchen were incorrectly added back to the menu item count This problem has been corrected Reports Enabling Option Post a percentage to tips paid Results in Incorrect Employee Tip Report Totals CR ID N A In a cashier environment if the option Post a percentage to tips paid e7 Configurator Service Charges Settings was enabled for the charge tip service charge the system would post incorrect values in the Tips Paid and Tips Due columns of the Employee Tip Report This has been corrected Version 2 1 MD0007 013 January 19 2006 Page 37 of 47 MICROS e7 Installation Introduction MICROS e7 Installation Introduction MICROS e7 is a robust point of sale solution with the high quality reliable and extensive features that the marketplace has grown to expect from MICROS All of this has been packaged specifically for the independent restaurateur MICROS e7 is a complete solution that utilizes the revolutionary MICROS Workstation 4 WS4 POS terminal platform and MICROS 25 plus years of industry leading software solutions The MICROS e7 user interface offers an intuitive user friendly touchscreen design that takes advantage of color font and an efficient screen layout to guide
39. servers through the order entry process The simplicity of the design reduces training time improves speed of service to the customer and lowers error rates for daily operations For more information about the MICROS e7 product refer to the following resources Marketing Overview This manual provides information regarding MICROS the hospitality industry features and benefits sample reports and a proposed return on investment for MICROS e7 Getting Started This manual provides site survey installation and configuration information to help you get your MICROS e7 site up and running MD0007 013 January 19 2006 Page 38 of 47 Version 2 1 MICROS e7 Installation Introduction User s This manual provides information on how to use the MICROS e7 System including POS Operations Manager Procedures Credit Card Batch and Reporting Note This MICROS e7 Documentation can be downloaded from Member Services on the MICROS Web Site using the following links e e7 Documentation e7 Marketing Overview downloads the e7MarketingOverview pdf file e e7 e7 Release Version Documentation e7 ReadMe First downloads the e7_rmf pdf file e e7 e7 Release Version Documentation e7 Getting Started downloads the e7GettingStarted pdf file e e7 e7 Release Version Documentation e7 User s Manual downloads the e7_UsersManual_pdf file Version 2 1 MD0007 013 January 19 2006 Page 39
40. steps i e c e7CD using the instructions below or These extracted MICROS e7 files can be burned onto a CD Then e7PcSetup exe can be executed to start the product installation Version 2 1 MD0007 013 January 19 2006 Page 45 of 47 MICROS e7 Installation Downloading the MICROS e7 Product Installing the MICROS e7 PC Setup Files to a PC Note Once the CAL software is installed on the PC the system will automatically upgrade each workstation Make sure that each workstation has at least 22 MB of free compact flash space before installing the software on the PC 1 Open Windows Explorer on the PC 2 Locate the MICROS e7 software directory i e c e7CD that you extracted in the previous steps 3 Run e7PCSetup exe 4 Click Next from the e7 Setup Welcome screen 5 Review the End User License Agreement click I Accept the Agreement and click Next 6 Enter the location where MICROS e7 will be installed The default destination location is the same as the previously installed version of MICROS e7 or c Program Files MICROS e7 for a new installation Use the Browse button to select a different destination location 7 Select the additional tasks to be performed by the MICROS e7 installation and click Next Create shortcut on the desktop Creates a desktop shortcut for the e7 exe file in the bin folder The name of the desktop shortcut is MICROS e7 and the default folder is the bin folder Create shortc
41. ta and checking for messages Send To Specify the mymicros data center mail account where the e7 site s messages will be sent Errors To Specify the email account where critical error message should be sent The mymicros data center will configure its mailserver to route these messages to the appropriate person in the e7 site s organization Version 2 1 MD0007 013 January 19 2006 Page 31 of 47 What s Enhancements Site Name Enter the e7 location name that will be used by the mymicros data center message server to identify the site Site Password Enter the encoded password assigned to this location This password is necessary for the ETA to send retrieve messages on behalf of the site 5 Go to the Archive Configuration tab In the Days to Keep field specify how long data should be stored for recovery purposes The options are to 7 days The default value is 7 6 Save the record Printing Print Check Totals in Alternate Currency To improve useability print functionality was modified to support printing check totals in an alternate currency In the past the system would always print the total in the base currency Description Currency conversion allows users to accept foreign currencies in payment for a transaction To do this a separate touch key is created and programmed with the alternate currency exchange rate In addition the tender keys are programmed to work in conversio
42. te the MICROS e7 software directory i e c wsImage on the USB thumb drive The USB thumb drive should appear in Explorer as Hard Disk The following two sub directories should be available Standalone CAL Upgrade to 32 Standalone Eng Platform 14 4 10 From the Standalone CAL Upgrade to 32 directory run Setup exe to upgrade the CAL client software on the workstation Notes This step must be completed prior to installing the 14 4 platform Make sure that each workstation has at least 22 MB of free compact flash space before installing the software on the PC 11 From the Standalone Eng Platform 14 4 directory run Setup exe to install the 14 4 platform CAL installs the Windows CE image and reboots the workstation Notes If MICROS e7 Version 1 5 is currently installed then the 14 4 platform has already been installed and this step is not necessary MDO0007 013 Version 2 1 January 19 2006 Page 42 of 47 MICROS e7 Installation Downloading the MICROS e7 Product MICROS e7 Use these instructions to install the MICROS e7 software on a Workstation Workstation 4 WS4 that has the appropriate Windows CE operating Installation system image already installed A PC or laptop is required to extract the zip file and copy the extracted files to the appropriate transfer media such as a USB thumb drive l 10 Copy the e7_ws_build_ Version exe file from the MICROS Web Site to a temporary directory on the PC D
43. the number of system generated menu item SLU keys displayed on the touchscreen That is when the Dessert button is pressed the system only displays touch keys for members of that Category e g Tiramisu Cheesecake and Hot Fudge Sundae In the past users could decide whether to show a Category by enabling the Configurator option Display in Navigation Area Menu Menu Item Category Appearance If checked the Category button would be added to every touchscreen that had a Category SLU component With this release an option was added to limit Category keys to specified Menus in other words to suppress menu items that are not appropriate for a particular dining menu For example the Beer and Wine categories may be relevant selections at Lunch and Dinner but do not need to be included as part of the Breakfast menu To support this change the Hide Category On option was added to the Appearances tab The option consists of a list of check boxes one for each of the entries added on the Restaurant Menus form Check the appropriate box es to prevent the Category from displaying when that Menu is in use NOTE This option is only valid if the Display in Navigation Area option is also enabled MD0007 013 January 19 2006 Page 22 of 47 Version 2 1 What s Enhancements Hide Transaction Item Touch Keys From SLU During operations not all employees need to have access to every transaction item in the system
44. ut in the Start Menu Creates a selection for MICROS e7 in Start Menu Programs on the PC Create shortcut in the Startup folder Creates a shortcut in the PC s startup folder for the e7 exe program Install MICROS CAL Service Installs the MICROS CAL Service on the PC If the CAL server is already installed this choice is greyed out MD0007 013 Version 2 1 January 19 2006 Page 46 of 47 MICROS e7 Installation Downloading the MICROS e7 Product 8 Click Finish to begin installing MICROS e7 Warning Note After the CAL server install the workstation operating system images are automatically updated if necessary In MICROS e7 Version 1 0 the package had to be selected from each workstation to update the clients This is no longer necessary with MICROS e7 Version 1 5 or later If told to reboot the PC please wait until all workstations have finished their CAL upgrade to e7 2 1 Version 2 1 MDO0007 013 January 19 2006 Page 47 of 47
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