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Oracle Hospitality SimphonyConfiguration GuideRelease 2.9E69879-18April 2019

Oracle Hospitality Simphony Configuration Guide, Release 2.9E69879-18Copyright 2010, 2019, Oracle and/or its affiliates. All rights reserved.This software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify,license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means.Reverse engineering, disassembly, or decompilation of this software, unless required by law forinteroperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it onbehalf of the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are"commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of theprograms, including any operating system, integrated software, any programs installed on the hardware,and/or documentation, shall be subject to license terms and license restrictions applicable to the programs.No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications.It is not developed or intended for use in any inherently dangerous applications, including applications thatmay create a risk of personal injury. If you use this software or hardware in dangerous applications, then youshall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure itssafe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of thissoftware or hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks oftheir respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks areused under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced MicroDevices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information about content, products,and services from third parties. Oracle Corporation and its affiliates are not responsible for and expresslydisclaim all warranties of any kind with respect to third-party content, products, and services unless otherwiseset forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not beresponsible for any loss, costs, or damages incurred due to your access to or use of third-party content,products, or services, except as set forth in an applicable agreement between you and Oracle.

ContentsPreface1Introduction to Simphony2Getting Started3Enterprise45Enterprise Organization3-1Inheritance and Overrides3-2Configuring Permissions for the Enterprise3-3Adding Languages3-3Log File ManagementModifying the Default Log Archive Purge Settings for Application Services4-2Enabling Log Archiving for Workstations4-2Client Application Loader (CAL)CAL Package Deployment5-3Configuring CAL Package Permissions5-4Allowing Employees to Install and Authenticate POS Clients and Service Hosts5-4Configuring CAL Packages5-5Resizing the Initial Workstation Database5-5Changing a Custom CAL Package5-7CAL Deployment Order5-8Adding a Deployment Schedule for the Current CAL Package5-10Adding a Deployment Schedule for a Group of CAL Packages5-11Configuring the Deployment Schedule to Install CAL on Workstations5-12Viewing CAL Package Deployment Schedules5-13iii

678Changing a CAL Package Version5-13Viewing, Reloading, and Saving CAL Package Contents5-14Manually Deploying CAL Packages5-15Updating CAL Client Workstations5-16Distributing CAL from a Property Application Server5-16Configuring the Distributed CAL (DCAL) Server5-17Changing the CAL Server Location5-18Moving the DCAL Server to Another Service Host5-18Configuring a DCAL Download Schedule5-19Reviewing the DCAL File Download Status5-19Pairing a New Workstation With a DCAL Server5-20DistributionConfiguring Distribution Privileges6-2Distributing Properties and Revenue Centers6-3Distributing Records6-4Distribution Based on Source, Destination, and Selected Options6-5PropertiesAdding a Property7-1Adding a Revenue Center7-2Configuring a Revenue Center Group7-3ZonesCreating Zones98-7POS WorkstationsOverview of Adding a Workstation9-1Adding a Workstation9-2Configuring Workstation Transaction Settings9-4Setting Offline Transaction Posting Time9-5Configuring Workstation Security9-6Configuring the Barcode Scanner on the Oracle MICROS Tablet 7209-7Configuring the Magnetic Stripe Reader on the Oracle MICROS Tablet 7209-8Allowing Employees to Install and Authenticate POS Clients and Service Hosts9-8Installing the CAL Client on the Windows Device9-8Initiating CAL Authentication on the Windows Device9-9Integration with the Android Mobile Operating System9-13iv

1011Android Devices and Versions9-13Android Functionality Support9-14Android Network Requirements9-15Android Payments9-16Workaround for Android Lollipop 5.0.2 and 5.19-16Configuring the Android Device9-17Configuring the Android Device as a Workstation9-18Setting the CAL Package for the Android Device9-18Installing the Client Application Loader (CAL) on the Android Device9-19Installing the Simphony Service Host on an Android Device9-21Viewing and Editing Simphony Android Files9-21Translation for InternationalizationObtaining the Translation Files10-2Overview of Configuring Language Translation10-2Configuring Translation Privileges10-3Adding Languages10-3Loading Workstation Translations10-4Loading EMC Translations10-5Loading POS Core and Payment Translations10-5Translating Menu Item Records10-6Translating EMC Records10-6Translating Touchscreen Buttons10-6Setting Languages for the Property10-7Associating Languages to Employees10-7Setting the Default Language for a Workstation10-7Printing a Secondary Language on Guest Checks and Customer Receipts10-7Configuring Screen Language Buttons10-8Copying Translations from One Language to Another10-8Exporting a Translation File10-9Employees and PrivilegesCreating Employee Roles11-1Creating Employee Classes11-3Adding an Employee11-4Deleting an Employee11-5Changing Employee Information11-6Configuring Employee Shifts11-8Configuring Employee Breaks11-11v

12Clock-In and Clock-Out Cycles11-11Setting Clock-In and Clock-Out Cycles11-12Understanding Job Codes11-13Configuring Job Codes11-13Understanding Tip Tracking11-14Configuring Tip Tracking and Reporting11-15Configuring Tip Track Front of House Buttons11-16Payments and CurrencyTypes of Payment12-2Configuring Base Currency and Alternate Currency12-3Configuring Currency Conversions12-4Configuring the Cash Tender12-5Adding Payment Keys to the Transaction Page12-6Understanding Credit Card Tokenization12-6Loadable Payment Card Configuration Tasks12-7Loadable Payment Configuration Prerequisites12-9Universal Transaction Gateway for Shift412-9Communication Methods for Fusebox Payment Card Driver12-10stunnel Installation Methods12-11Installing stunnel at a Single Host Location12-11Installing stunnel Through Simphony as a CAL Package12-12Configuring the CAPMS Payment Card Driver12-12Configuring the CAPMS Payment Module12-14Configuring the Dollars on the Net Payment Card Driver12-16Configuring the Dollars on the Net Payment Module12-17Configuring the Fusebox Payment Card Driver12-19Configuring the Fusebox Payment Module12-21Configuring the VisaD Payment Card Driver12-23Configuring the VisaD Payment Module12-25Configuring the Loadable Payment Card Device12-26Creating Front of House Loadable Payment Card Buttons12-27The Oracle Payment Interface (OPI)12-28Configuring the OPI Driver12-28Configuring the OPI Payment Module12-29Configuring the Default Payment Tender for OPI12-30Updating Credit Card Preambles for OPI12-30Configuring the OPI to Settle Transactions at the Start of Day (SOD)12-31Configuring an EOD Settlement Button12-31Credit Card Preambles for OPI12-32vi

13Distributing a Third-Party Credit Card Driver Package12-33Copying Third-Party Payment Driver Files12-33Creating a CAL Package for the Third-Party Payment Card Driver Distribution12-34Manually Installing Credit Card Certificates on Workstations12-34Understanding Credit Card Batching12-38Creating a Credit Card Batch12-38Editing a Credit Card Batch12-39Settling a Credit Card Batch12-39Understanding Pay at the Table12-40Configuring a Credit Card Tender12-41Credit Card Preamble12-41Credit Card Preamble Rules12-42Configuring Standard Credit Card Preambles12-42List of Standard Credit Card Preambles for the U.S.12-43Configuring Credit Card Voucher Headers and Trailers12-43Configuring the Room Tender12-44Configuring the OPERA PMS Payment Driver12-45Configuring the MICROS Standard Credit Card Payment Module12-46Configuring the Loadable PMS Payment Module12-50Configuring the Demo Payment12-50Setting the Front of House to Allow Pay at the Table12-51Configuring Email Receipts12-53Understanding Autosequence Events12-54Configuring Autosequence Events12-54Configuring the Autosequence Event Schedule12-55TaxesUnderstanding Tax Rates and Tax Classes13-2Tax Parameters13-3Configuring Tax Parameters13-6Understanding Serving Periods13-6Configuring a Serving Period13-6Understanding Order Types13-7Configuring Order Types13-8Configuring Order Types as Subtotal Keys13-9Configuring Tax Rates and Classes13-10Understanding Tax Labels13-11Configuring Tax Labels13-11Printing Tax Rate Per Item13-11Configuring Tax Rates Per Item to Print on Guest Check, Customer Receipt andJournal13-12vii

141516Configuring Workstation Number and Transaction Number to Print on Guest Check,Customer Receipt, and Journal13-13Surcharges13-13Configuring Surcharges13-13DiscountsAutomatic Discounts14-2Understanding Automatic Discount Rules14-3Understanding Awarding Algorithms14-4Discount Award Types14-6Discount Exclusivity14-7Simple Exclusivity14-9Group Exclusivity14-9Menu Item Groups14-11Configuring Menu Item Groups14-11Configuring Discount Privileges14-12Configuring Discounts14-13Configuring Effectivity Groups14-17Understanding Automatic Discounts with Decimal Quantity Menu Items14-18Amount Off Examples14-18Amount Substitution Examples14-19Configuring Decimal Quantity Menu Items14-20Configuring a Combination Pricing Discount14-21Applying Discounts Using Condiments14-22Configuring the Condiment as the Trigger14-22Configuring Parent Menu Item Class Discounts14-23Configuring the Discount for a Condiment14-23Creating the Discount Button14-25Adding Discount and Service Charge Keys to the Transaction Page14-25Service ChargesConfiguring Service Charges15-1Adding Discount and Service Charge Keys to the Transaction Page15-6Understanding Menu Item Fees15-7Configuring Menu Item Fees15-7Menu ItemsConfiguring Menu Item Functionality on the Workstation16-1Configuring Menu Item Availability for Multiple Definitions at the Workstation16-3viii