MICROS e7 Version 3.1 ReadMe First
Contents
1. MD0007 047 Version 3 1 July 13 2011 Page 38 of 58 MICROS e7 Version 3 1 What s New e Default value 6 e Minimum value 1 e Maximum value 6 e Password Repeat Intervals e Enter the number of previous passwords that are stored and which are not available for use e Default value 4 e Minimum value 4 e Maximum value 10 Version 3 1 MD0007 047 July 13 2011 Page 39 of 58 MICROS e7 Version 3 1 What s New a aol nla ali General Options Descriptors Taxes Posting Tables Language Menu Credit Cards Guest Check Summary Printing Security Options M Enable Enhanced Security Days Until Password Expires 20 Minimum Password Length Maximum Idle Time Maximum Failed Logins a J JS Password Repeat Interval CA EDC UCCD Support for Authorization Reversal SCR 3163 CR ID N A With this release authorization reversals are now supported through the Universal Credit Card Driver UCCD Authorizations that are not settled will be reversed prior to settlement Note Manual authorizations are not reversible MD0007 047 July 13 2011 Page 40 of 58 Version 3 1 MICROS e7 Version 3 1 What s New Configuration Navigate to CA EDC Set Custom Mode e Custom Mode can be either set to 5 or 6 e Please see the site s credit card processor for the correct Custom Mode configuration UCCD Support for Partial Authorization and Balance Inquires SCR 31622. Version 3 1 MD0007 047 July 13 2011 Page 31 of 58 MICROS e7 Installation Downloading the MICROS e7 Product Double click on e7_pe_build_3 1 exe to extract the MICROS e7 files Enter a directory location where the MICROS e7 files will be extracted i e C e7CD Click on Unzip Click on Close Note The MICROS e7 installation can be started from the directory where you extracted files in these previous Steps i e C e7CD amp 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 stalling the MICROS e7 PC Setup Files to a PC I mportant Workstation s should now be turned off and not turned back on until AFTER patch installation is complete Open Windows Explorer on the PC Locate the MICROS e7 software directory i e C e7CD that you extracted in the previous steps Run e7PCSetup exe Note When installing MICROS e7 on a Windows 7 System right click g on e7PCSetup exe and select Run as Administrator If User Access Control UAC is enabled the user will be prompted to allow the MICROS e7 installation Click Allow Click Next from the MICROS e7 Setup Welcome screen MD0007 047 July 13 2011 Page 32 of 58 Version 3 1 MICROS e7 Installation Downloading the MICROS e7 Product 10 11 12 13 Review the End User License Agreement click I Accept the Agreeme
3. Previously when applying a configured maximum discount in POS Operations and disabling the use of a max discount causes the batch settlement amount to be less than the authorization amount This has been corrected Incorrect Decimal Place Will Prevent Credit Cards to Settle SCR 3258 CR ID 30651 Previously it was possible to enter in the incorrect decimal place when finalizing a credit card authorization This will prevent credit cards to settle during the batch process Now MICROS e7 will automatically truncate the value before posting the transaction if the incorrect decimal place was entered Example prior to revision 1 User signs in 2 Select menu items 3 Service total 4 Select Credit Card Authorization 5 Swipe customer credit card 6 Credit card authorizes for 9 00 7 Select Credit Card Final 8 Enter 9 005 MD0007 047 July 13 2011 Page 56 of 58 Version 3 1 MICROS e7 Version 3 1 What s Revised 9 User is prompted for a charge tip of 0 01 10 Select yes 11 Credit card settlement fails Incorrect Authorization Differences Could Occur SCR 3300 CR ID 30845 Previously if an authorization is preformed on a check and additional items are added to the check to increase the total the reauthorization would only print for the amount difference This has been corrected TIF TIF Export Results in Empty Data Set When Using GMT 1 Time Zone SCR 3187 CR ID 29897 Pre
4. micros MICROS e7 Version 3 1 ReadMe First Restaurant lanagement System te yraa re Aa epa mt General Information About This ReadMe First is an introduction to the new features enhancements and Document revisions added in the Version 3 1 release of the MICROS e7 product kkkkkkkkkkkkkkkkkkkkkkkkkkkk l M PO RTAN eee eae AEA REE As of e7 Version 3 1 the new feature Enhanced Security must be enabled for all sites running Credit Cards kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk Version 3 1 MD0007 047 July 13 2011 Page 1 of 58 General Information About This Document Product information is divided into the following sections MICROS e7 Installation What s New What s Enhanced What s Revised MD0007 047 Version 3 1 July 13 2011 Page 2 of 58 General Information Declarations Declarations Warranties Although the best efforts are made to ensure that the information in this manual is complete and correct MICROS Systems Inc makes no warranty of any kind with regard to this material including but not limited to the implied warranties of marketability and fitness for a particular purpose Information in this manual is subject to change without notice No part of this manual may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or information recording and retrieval syst
5. sg impor Entire Database Table i B Export the Database a Clear All Totals 3 A list of available operations will appear Select Restore the Database 4 The database will be restored from the WWICROS e DbBackups folder MD0007 047 Version 3 1 July 13 2011 Page 8 of 58 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 available from the Member Services Product Support MICROS Products page Workstation Platform Image The platform image will depend on the type s of workstation s in use at the site The following images are available Workstation 4 Download this file to extract the platform image for a Workstation 4 Use the e7 e7 Release Version Workstation 4 Platform Software link to download the e7_ws4_platform_15_2 exe file Workstation 4 LX Download this file to extract the platform image for a Workstation 4 LX Use the e7 e7 Release Version Workstation 4 LX Platform Software link to download the appropriate e7_ws4lx_platform_RC_3 3_and_BIOS exe file Workstation 5 Download this file to extract the platform image for a Workstation 5 Use the e7 e7 Release Version Workstation 5 Platform Software link to download the appropriate e7_ws5_platform_RC_2 3_and_BIOS exe file MICROS e7 Workstation In
6. 1 Spanish e 2 Portuguese e 3 Irish e 4 French e 5 German e 6 Italian Currency Code Enter the 3 digit number assigned by the Credit Card Processor to identify the type of currency used In the USA the code is 840 Country Code Enter the 3 digit number assigned by the Credit Card Processor to identify the country in which the merchant is located In the USA the code is 840 Acquirer BIN Number Enter the 6 digit Bank Identification Number assigned by the Credit Card Processor Merchant ID Number Enter the 12 digit number used to identify the merchant This number is assigned by the Credit Card Processor Version 3 1 MD0007 047 July 13 2011 Page 45 of 58 MICROS e7 Version 3 1 What s New Store Number Enter the 4 digit number used to identify the merchant store This number is assigned by the Credit Card Processor Terminal Number Enter the 4 digit number used to identify a specific terminal within an establishment This number is assigned by the Credit Card Processor e Merchant Category Enter the 4 digit number used to identify the merchant type This number is assigned by the Credit Card Processor e Merchant Name Enter the name of the merchant up to 25 characters This name must correspond to the name that prints on the credit card voucher 5 Navigate to the Merchant Settlement tab Enter the appropriate driver settings per SecureNet e Agent Number Enter the 6 dig
7. CR ID N A With this release partial authorizations and balance inquires are now supported through the Universal Credit Card Driver UCCD Partial authorization is a feature that permits a site to accept prepaid credit cards Unlike traditional gift cards all prepaid cards issued by credit card companies e g the Visa and American Express are processed as credit cards In a situation where the amount of the check exceeds the balance remaining on the prepaid credit card or when the balance of the card is unknown the site can approve the credit card authorization for an amount that is less than the total amount originally requested by the credit card driver Additionally it is possible to perform a balance inquiry on the prepaid credit card if the credit card host supports a balance inquiry Configuration of Partial Authorization Navigate to Configurator CA EDC Version 3 1 MD0007 047 July 13 2011 Page 41 of 58 MICROS e7 Version 3 1 What s New e Set Disable Custom Mode to 0 The default is set to be 0 Note Setting Disable Custom Mode to I will not allow this feature Configuration of Balance Inquiry Navigate to Configurator Touchscreens e Select the desired touchscreen where the key will be placed such as the PAYMENT SCREEN e Click New Button From the Function drop down within the Transaction section select Balance CC Inquiry Support for SecureNet SCR 3210 CR
8. ID N A With this release SecureNet support has been added for credit card drivers Configuration Within the MICROS e7 Configurator navigate to the CA EDC form 1 Select Add Record to insert a new driver The next available number is automatically assigned This number may be changed if desired 2 Enter a name for this driver such as SECURENET within the Name field MD0007 047 Version 3 1 July 13 2011 Page 42 of 58 MICROS e7 Version 3 1 What s New 3 On the System tab configure the following fields as per SecureNet e Driver code Select the type of driver For example select SecNet e Node Enter the hosting node for this driver e System Enter the appropriate driver settings Communications Channel This field specifies the type of interface connection used between the merchant and the credit card processor Enter 3 Enable 12 Digit Amount This field determines whether the credit card processor can accept an amount up to 12 digits long excluding separator The options are e 0 Off not allowed e 1 On allowed Disable Auth Code Limit This field determines whether or not the credit card driver will accept a manually entered authorization code that is longer than 6 digits The options are e 0 Aborts a batch settlement if the batch file contains a detail record with an authorization code longer than 6 digits e 1 Accepts files for batch settlement that contain
9. e7 software directory 1 e C wsImage on the USB thumb drive The USB thumb drive should appear in Explorer as Hard Disk The following three sub directories should be available MD0007 047 July 13 2011 Page 12 of 58 Version 3 1 MICROS e7 Installation Downloading the MICROS e7 Product Standalone BIOS Update Standalone CAL Upgrade to 6 1 3 68 Standalone Platform Update RC 2 9 10 From the Standalone BIOS Update directory run StandAlonelInstall exe to upgrade BIOS on the workstation Note Make sure that each workstation has at least 25 MB of free compact flash space before installing the software on the amp workstation 11 From the Standalone CAL Upgrade to 6 1 3 68 directory run StandAlonelInstall exe to upgrade the CAL client software on the workstation 12 From the Standalone Platform 2 9 directory run StandAlonelInstall exe to install the 2 9 platform CAL installs the Windows CE image and reboots the workstation Workstation 5 Use these instructions to install the Platform Image on a Workstation 5 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 WS5_platform_RC_1 3_and_BIOS exe fil
10. oversized authorization codes in the detail records When an oversized auth code is found the number is truncated to the first six digits before continuing Host Name part 1 Enter the host name This information is provided by SecureNet This field allows a maximum of 25 characters If the host name is longer than 25 characters enter the remaining characters in the Host Name part 2 field Host Name part 2 If the host name is longer than 25 characters enter the first 25 characters in the Host Name part Version 3 1 MD0007 047 July 13 2011 Page 43 of 58 MICROS e7 Version 3 1 What s New 1 field and enter the remaining characters in this field This field allows a maximum of 25 characters Host Port Number Specify the port number Backup Host Name part 1 Enter the backup host name This information is provided by SecureNet This field allows a maximum of 25 characters If the backup host name is longer than 25 characters enter the remaining characters in the Backup Host Name part 2 field Backup Host Name part 2 If the backup host name is longer than 25 characters enter the first 25 characters in the Backup Host Name part 1 field and enter the remaining characters in this field This field allows a maximum of 25 characters Backup Port Number Specify the backup port number Backup connections are used when the system cannot establish communication via the primary host address Ci
11. the Exceptions List on the Exceptions tab Version 3 1 MD0007 047 July 13 2011 Page 19 of 58 MICROS e7 Installation Downloading the MICROS e7 Product For Windows XP Professional 32 bit and Windows 2003 Server 32 bit Extracting the MICROS e7 PC Setup Files Use these instructions to extract the PC Setup zip exe file and install the extracted files to a PC 1 In Copy the e7_pc_build_3 1 exe file from the MICROS Web Site to a temporary directory on the PC Double click on e7_pe_build_3 1 exe to extract the MICROS e7 files Enter a directory location where the MICROS e7 files will be extracted i e C e7CD Click on Unzip Click on Close Note The MICROS e7 installation can be started from the directory where you extracted files in these previous 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 stalling the MICROS e7 PC Setup Files to a PC 1 Note Y Once the CAL software is installed on the PC the system will automatically upgrade each workstation Make sure that each workstation has at least 25 MB of free compact flash space before installing the software on the PC Open Windows Explorer on the PC 2 Locate the MICROS e7 software directory i e C e7CD that you extracted in the previous steps MD0007 047 July 13 2011 Pag
12. the USB thumb drive into the first USB port on the back of the workstation Insert the thumb drive into the USB port indicated below Place the license key in one of these 3 slots ONLY 9 Open Windows Explorer on the Workstation 10 Locate 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 BIOS Update Standalone Platform Update GR1 2 MD0007 047 Version 3 1 July 13 2011 Page 16 of 58 MICROS e7 Installation Downloading the MICROS e7 Product MICROS e7 PC Installation 11 From the Standalone BIOS Update directory run StandAlonelInstall exe to upgrade BIOS on the workstation Note Make sure that each workstation has at least 25 MB of free compact flash space before installing the software on the amp workstation 12 From the Standalone Platform GR1 2 directory run StandAlonelnstall exe to install the GR1 2 platform CAL installs the Windows CE image and reboots the workstation With MICROS e7 a PC can be setup to run the MICROS e7 ReportsPlus Configurator and Credit Cards modules To use these applications on a PC the NET Framework Version 2 0 or higher must be installed prior to the MICROS e7 PC 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 workstat
13. workstation installation e Setup A Installation Failed If this occurs select Ok to clear the error message and follow the instructions outlined in the Workstation Platform Image section Version 3 1 MD0007 047 July 13 2011 Page 5 of 58 MICROS e7 Installation Upgrading From a Non PCI Compliant Version of Software Upgrading From a Non PCI Compliant Version of Software Visa established the Payment Card Industry PCI Data Security Standard to protect Visa cardholder data wherever it resides ensuring that members merchants and service providers maintain the highest information security standard Please see the MICROS e7 PABP Compliance document for the appropriate software version for additional information Non PCI compliant versions of MICROS e7 may allow sensitive information such as credit card numbers to exist in a non encrypted format Such historical data magnetic stripe data card validation codes PINs or PIN blocks must be removed Removal of such data is necessary to ensure the MICROS software upgrade is conducted in a manner that is PCI compliant The table below lists all of the PCI compliant and non PCI compliant versions of MICROS e7 ia Compliant Compliant PCI Versions ersion 1 0 2 1 1 5 2 1 Patches 1 2 3 amp 4 1 5 Patch 1 2 5 2 0 2 6 Patches 1 2 amp 3 2 0 Patches 1 amp 2 2 7 Patches 1 amp 2 2 8 3 0 3 1 For information on upgrading a MICROS e7 system from a non P
14. CI compliant version to a PCI compliant version see the MICROS e7 Version 2 7 Payment Application Best Practices Implementation Guide MD0007 032 documentation MD0007 047 July 13 2011 Page 6 of 58 Version 3 1 MICROS e7 Installation Before You Begin Before You Begin MICROS recommends backing up the MICROS e7 database before performing an update to the system Follow these steps to backup the database 1 Go to the MICROS e7 Configurator 2 Select the down arrow on the right hand side of the screen ontainers View Refresh Form C221 Next Input Method s3 import and Append to Database S Import Entire Database Table B Export the Database R Restore the Database ap Clear All Totals Jg Clear Totals for This Workstation 3 A list of available operations will appear Select Backup the Database 4 A backup of the database will be written to the MICROS e DbBackups folder Version 3 1 MD0007 047 July 13 2011 Page 7 of 58 MICROS e7 Installation Before You Begin Restore Restoring a database is NOT part of the standard MICROS e7 installation Database process If for any reason the user needs to restore a database follow these steps 1 Go to the MICROS e7 Configurator 2 Select the down arrow on the right hand side of the screen me aem Rees GD Switch View Next Input Method B Backup the Database el impor and Append to Database i
15. NDELLA MANGERSON Confirm User Password mee I User Must Change Password I lWeer Account Dieabled Authorize Employee Clock in When late in from breal When early in from break When job requires authorization 2 Restaurant Configuration Restaurant configuration will be required for enhanced security to be enabled Navigate to Restaurant Security e Select the option Enable Enhanced Security e This option must be selected for all sites running credit cards Version 3 1 MD0007 047 July 13 2011 Page 37 of 58 MICROS e7 Version 3 1 What s New e This option must be selected for complex passwords to be enabled The following fields must be configured or left as defaulted values Days Until Password Expire e Enter the amount of days until the user is prompted to change their password e Default value 90 e Minimum value 1 e Maximum value 90 e Minimum Password Length e Enter the minimum allowed characters that are allowed for a user password e Default value 7 e Minimum value 7 e Maximum value 20 e Maximum Idle Time e Enter in minutes for the amount of time configurator will stay open after being idle Once this limit has been reached configurator will close e Default value 15 e Minimum value 1 e Maximum value 15 e Maximum Failed Logins e Enter the maximum number of failed login attempts to Configurator allowed before a user is set inactive
16. ated on one node any node and the key will be changed everywhere Click OK A new encryption key must be generated The following prompt displays seen on the next page instructing the user to navigate to the MICROS e7 Configurator Restaurant Credit Cards tab to change the key Click OK Do not change the encryption key now IMPORTANT The installation process must finish and all workstations must be online before generating the key Use Configurator Restaurant Form Credit Cards tab to generate a new encryption key This should be done exactly once at 1 node Navigate to the MICROS e7 Configurator Restaurant Credit Cards tab Change the encryption key by clicking the Generate New Key button This button will generate a new Passovers Version 3 1 MD0007 047 July 13 2011 Page 29 of 58 MICROS e7 Installation Downloading the MICROS e7 Product 8 This operation will fail if there are open checks on the system or if there are offline workstations Do not continue until both of these issues are resolved If the system satisfies these requirements the following verification prompt will appear Generate Encryption Key Select Yes to continue or select No to stop 9 The following verification prompt will appear Generate Encryption Key Select Yes to continue or select No to stop 10 The following final verification prompt will appear Generate Encry
17. ations and PC IMPORTANT The Network location ID must be the same for every workstation and PC on the network Note that this entry is case sensitive If this is a MICROS e7 software upgrade CAL will update the workstations and MICROS e7 will start automatically 14 If this is a new MICROS e7 installation or if upgrading from MICROS e7 v 2 7 or below you will need to generate an encryption key after the installation is complete For more information please see the steps outlined on page 30 MD0007 047 Version 3 1 July 13 2011 Page 34 of 58 MICROS e7 Version 3 1 What s New MICROS e7 Version 3 1 What s New available in previous versions of the application New Features A new feature is defined as one that provides capabilities that were not The table below summarizes the new features included in this version Summarized Module Feature SCR Page POS Support for Enhanced Security 3225 36 Operations CA EDC UCCD Support for Authorization 3163 40 Reversal UCCD Support for Partial 3162 41 Authorization and Balance Inquires Support for SecureNet 3210 42 Printing Slip Printing Support 3100 47 Interfaces Fixed Cost Now Supported in 3153 52 MyMicros Transaction Service Support N A 53 Version 3 1 MD0007 047 July 13 2011 Page 35 of 58 MICROS e7 Version 3 1 What s New New Features POS Operations Detailed Support for Enhanced Security SCR 3225 CR ID N A W
18. e 20 of 58 Version 3 1 MICROS e7 Installation Downloading the MICROS e7 Product Run e7PCSetup exe Click Next from the MICROS e7 Setup Welcome screen Review the End User License Agreement click I Accept the Agreement and click Next 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 WICROS e7 for a new installation Use the Browse button to select a different destination location Select the additional tasks to be performed by the MICROS e7 installation and click Next The following actions will automatically be performed Create shortcut on the desktop cCreates 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 shortcut in the Start Menu Creates a selection for MICROS e7 in Start Menu Programs on the PC Create shortcut in the Startup folder cCreates 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 Click Finish to begin installing MICROS e7 Note After the CAL server installation the workstation operating system images will be automatically updated amp If told to reboot the PC please wait until all work
19. e from the MICROS Web Site to a temporary directory on the PC 2 Double click on WS5_platform_RC_1 3_and_BIOS exe to extract the MICROS e7 files Version 3 1 MD0007 047 July 13 2011 Page 13 of 58 MICROS e7 Installation Downloading the MICROS e7 Product 3 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 5 The user must insert the USB thumb drive into the first USB port on the back of the workstation Insert the thumb drive into the USB port indicated below SN Place the license key in one of these 3 slots ONLY Open Windows Explorer on the Workstation Locate the MICROS e7 software directory 1 e C wsImage on the USB thumb drive The USB thumb drive should appear in Explorer as Hard Disk The following three sub directories should be available Standalone BIOS Update Standalone CAL Upgrade to 6 1 3 68 MD0007 047 July 13 2011 Page 14 of 58 Version 3 1 MICROS e7 Installation Downloading the MICROS e7 Product Standalone Platform Update RC 1 3 10 From the Standalone BIOS Update directory run StandAlonelInstall exe to upgrade BIOS on the workstation Note Make sure that each workstation has at least 25 MB of free compact flash
20. ems for any purpose other than for personal use without the express written permission of MICROS Systems Inc MICROS Systems Inc shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing performance or use of this manual Trademarks Framemaker is a registered trademark of Adobe Corporation Microsoft and Windows are registered trademarks of Microsoft Corporation in the United States and or other countries All other trademarks are the property of their respective owners Version 3 1 MD0007 047 July 13 2011 Page 3 of 58 General Information Introduction 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 POS terminal platform and MICROS 30 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 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 prod
21. following that will require guest check printing Navigate to Jobs Guest Checks Print Guest Check e By Round e Transaction detail prints automatically at the end of every service round On Demand e Guest checks print only when the employee presses a service total or tender key that is programmed to print the check Special By Round e Employees act as on demand servers until a guest check is service totaled and printed At that time the employee becomes by round adding guest check detail as needed Each succeeding service round prints by round Note Special By Round will be supported in a future release Y e Special On Demand e This provides the ability to not print each round except when requested by the server Version 3 1 MD0007 047 July 13 2011 Page 51 of 58 MICROS e7 Version 3 1 What s New MANAGER Interfaces Fixed Cost Now Supported in MyMicros SCR 3153 CR ID 29299 Now e7 Version 3 1 supports the fixed cost field in MyMicros reports MD0007 047 Version 3 1 July 13 2011 Page 52 of 58 MICROS e7 Version 3 1 What s New Transaction Service Support SCR N A CR ID N A With this release third party developers will be able to implement their own POS Client Applications using the MICROS e7 Transaction Services To do this an interface was added that provides access to e7 POS Transaction Services through the use of specialized POS clients Transaction Serv
22. ices allows these clients to access certain POS functions such as opening tables and guest checks starting orders and applying payments and discounts Configuration 1 Select a designated workstation to host transaction services Navigate to Restaurant General Transaction Services Select the node from the drop drown list Restart e7 on the new designated transaction service host e The micros mobile web server will start Note Workstation 4 s and PC s cannot host e7 transaction service Y Version 3 1 MD0007 047 July 13 2011 Page 53 of 58 MICROS e7 Version 3 1 What s Enhanced MICROS e7 Version 3 1 What s Enhanced An enhancement is defined as a change made to 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 Inventory Increase Allowed Inventory Items N A 54 and Ingredients Allowed in Recipes 3259 Enhancements Inventory Detailed Increase Allowed Inventory Items and Ingredients Allowed in Recipes SCR 3259 CR ID N A W
23. ions with the MICROS e7 workstation software Note The NET Framework Version 2 0 or higher must be installed on the PC prior to running the MICROS e7 PC setup program amp NET Framework is available for download from Microsoft s website Firewall Settings If Windows Firewall is enabled during the MICROS e7 setup the system will automatically configure the firewall exceptions needed for the applications to communicate across the network When an application is listed on the Exceptions List Windows overrides the application s security settings and automatically applies the necessary listening ports These exceptions include MICROS CAL Service MICROS SSF UI Launcher enable if Gift Cards are used Version 3 1 MD0007 047 July 13 2011 Page 17 of 58 MICROS e7 Installation Downloading the MICROS e7 Product Network Diagnostics for Windows XP POSMain If the Windows Firewall is disabled during the MICROS e7 setup and then later enabled after the setup has completed the user must manually add applications to the Windows Firewall Exceptions List by following the directions below Keep in mind that steps may vary slightly depending on the Operating System used To add an application to the Exceptions List 1 From the PC select Start Settings Control Panel select either the Security Center or Windows Firewall 2 Ensure that the Windows Firewall is Enabled 3 Click on the Windows Firewall ic
24. it number that identifies the merchant This number is assigned by the Credit Card Processor e Chain Number Enter the 6 digit number that identifies the merchant chain This number is assigned by the Credit Card Processor e Merchant Location No Enter the 5 digit number that provides additional information on the location of the merchant This number is assigned by the Credit Card Processor 6 Click the Save icon 7 Restart the node hosting the driver MD0007 047 Version 3 1 July 13 2011 Page 46 of 58 MICROS e7 Version 3 1 What s New Printing Slip Printing Support SCR 3100 CR ID N A With this release e7 will now support slip printers The Epson TM 290 and the TM 295 TM 290 emulation is required are correctly supported Configuration 1 Printing Configuration Navigate to Restaurant Printing Disable slip printer eject Enabling this option will force the user to select the release button on the slip printer to eject the receipt e Leaving this option blank will automatically release the receipt when the printing has completed Note Splitting a check with diable slip printer eject enabled is not supported Version 3 1 MD0007 047 July 13 2011 Page 47 of 58 MICROS e7 Version 3 1 What s New E Restaurant v al General Options Descriptors Taxes Posting Tables Language Menu Credit Cards Guest Check Summary Options M Suppress voids on remote
25. ith this release MICROS e7 3 1 will now support complex passwords to access configurator Note Enhanced Security must be enabled for all sites running Credit Cards Configuration 1 Employee Configuration Employee configuration will be required for all users that need access to configurator Navigate to Employees Security e Select the option Update Enhanced Security e This option must be checked to enable the following sections e Enter User ID e Enter Password Enter Confirm User Password Note The required properties of the above can be edited in Restaurant Security See section on Restaurant amp Configuration User ID and Password are case sensitive e User Must Change Password MD0007 047 Version 3 1 July 13 2011 Page 36 of 58 MICROS e7 Version 3 1 What s New e If this option is enabled the user will be prompted to change their password once logging into configurator for the first time e User Account Disabled e Select this option to no longer allow the selected user to have access to configurator Add Ni TA Employees v mi va Employee M ny o gt ia a at v gt BACK OF HOUSE General Pos Job Information Security BAKER PREPTON Security pull Password ID 9372211 FRONT OF HOUSE Alternate password ID 2112 BARBER Payroll ID BUSBY Cashier Enhanced Securit paced Update Enhanced Security RUNYON User ID MGMT User Password MA
26. ith this release the constraints have been lifted to have unlimited allowed inventory items and ingredients allowed in recipes MD0007 047 Version 3 1 July 13 2011 Page 54 of 58 MICROS e7 Version 3 1 What s Revised MICROS e7 Version 3 1 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 POS Incorrect Batch Settlement Due to 25387 56 Operations Minimum and Maximum 2841 Discounts Incorrect Decimal Place Will 3065 1 56 Prevent Credit Cards to Settle 3258 Incorrect Authorization 30845 57 Differences Could Occur 3300 TIF Export Results in Empty Data 29897 57 Set When Using GMT 1 Time 3187 Zone Reports Incorrect Stock on Hand Report 29697 58 Autosequences 3173 Waste Report Doubles Totals 28329 58 3027 Version 3 1 MD0007 047 July 13 2011 Page 55 of 58 MICROS e7 Version 3 1 What s Revised Revisions Detailed POS Operations Incorrect Batch Settlement Due to Minimum and Maximum Discounts SCR 2841 CR ID 25387
27. not count line feeds printed before the first line of text printed Minimum lines per page e Enter the number of lines to print a fixed length check receipt ne eeoa Page 1 lines before header Page 1 maximum lines Page 2 lines before header Page 2 maximum lines faignum lines per page 2 Device Configuration Navigate to Workstation Devices Select the Workstation that will support the slip printing device Select the green plus sign to add a new device Complete the following fields Name Friendly name Device Type Select Slip Connection type COM1 Select Save Version 3 1 MD0007 047 July 13 2011 Page 49 of 58 MICROS e7 Version 3 1 What s New Navigate to Workstation Devices Device Settings Complete the following fields e Line feeds 1 Num column 40 e Printer model Select model being configured Select Save Navigate to Workstation Devices Connection Settings Complete the following fields e Baud Rate 9600 e Parity None Num data bits 8 Num stop bits 1 e Select Save a ajo nemoe gt Number Name General Options Device Roles Order Devices Devices oo e A t na fmm MD0007 047 Version 3 1 July 13 2011 Page 50 of 58 MICROS e7 Version 3 1 What s New 3 Job Configuration Select an option to make employees in the job one of the
28. nt and click Next Enter the location where MICROS e7 will be installed At the Select Destination Location prompt enter the following location C Users Administrator_Account_Name Micros e7 For Windows 7 Professional C Users Public Micros e7 Click Next Select the additional tasks to be performed by the MICROS e7 installation and click Next The following actions will automatically be performed Create shortcut on the desktop cCreates 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 shortcut 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 Click Finish to begin installing MICROS e7 When finished a prompt will display indicating that installation is complete Click Ok Start MICROS e7 If this is anew MICROS e7 installation enter the Network location ID and Restore the Database via the MICROS e7 Configurator The Network location ID is used when communicating with the Version 3 1 MD0007 047 July 13 2011 Page 33 of 58 MICROS e7 Installation Downloading the MICROS e7 Product workst
29. on This will cause a Windows Firewall screen to appear 4 Go to the Exceptions tab and add the following programs and services MICROS CAL Service MICROS SSF UI Launcher enable if Gift Cards are used Network Diagnostics for Windows XP POSMain also known as e7 MD0007 047 Version 3 1 July 13 2011 Page 18 of 58 MICROS e7 Installation Downloading the MICROS e7 Product Remote Assistance Windows Firewall E xi General Exceptions Advanced Windows Firewall is turned off Your computer is at risk of attacks and intrusions from outside sources such as the Internet We recommend that you click the General tab and select On Programs and Services er File and Printer Sharing Micros Ssf Ulexe Remote Assistance Remote Desktop O Sentinel Protection Server SMC Service SNAC Service Symantec Email O UPnP Framework A Add Port Edit Delete I Display a notification when Windows Firewall blocks a program What are the risks of allowing exceptions To add a program to this list select the Add Program button This will cause the Add a Program dialog box to display From here the user can add a program by either Select the appropriate program from the list displayed in the Add a Program dialog box and click Ok OR Select Browse and navigate to the file location for the desired program and Click Open The newly added program should now appear in
30. order chit Number of lines before order header p Invoice threshold 0 00 Page 2 lines before header C Disable slip printer eject I Save SRM Reference 4 4 lt 2 TE Print Design Page 1 lines before header 0 Page 1 maximum lines 0 LET be Page 2 maximum lines 0 beh Minimum lines per page 0 Navigate to Restaurant Printing Print Design Page 1 lines before header e Enter the number of lines to skip before printing the first line of text on the first page of a guest check e Enter 0 to start printing on the first printable line e MICROS slip printers print six lines per inch Page 1 maximum lines e Enter the total number of lines to print on the first page of a check before the employee is prompted to insert a new page Do not count line feeds printed before the first line of text was printed Page 2 lines before header e Enter the number of lines to skip before printing the first line of text on continuation pages of a guest check Page 2 maximum lines MD0007 047 July 13 2011 Page 48 of 58 Version 3 1 MICROS e7 Version 3 1 What s New Options W Suppress voids on remote order chit Number of lines before order header QS Invoice threshold fo F Disable slip printer eject I Save SRM Reference e Enter the number of lines to print before prompting the employees to insert a new page of a guest check Do
31. ore generating the key These instructions will prompt you to generate the key in a later step on page 27 Version 3 1 MD0007 047 July 13 2011 Page 25 of 58 MICROS e7 Installation Downloading the MICROS e7 Product 10 Select Retrieve the Database Bea A Clear All Totals Z Clear Totals for This Workstation fF Network identification j stneve the Database 11 Select Refresh 12 Exit the Configurator 13 Exit MICROS e7 and reboot the workstation 14 Log into the MICROS e7 Configurator Navigate to the MICROS e7 Configurator Restaurant Credit Cards tab 15 Change the encryption key by clicking the Generate New Key button This button will generate a new pass phrase 16 This operation will fail if there are open checks on the system or if there are offline workstations Do not continue until both of these MD0007 047 Version 3 1 July 13 2011 Page 26 of 58 MICROS e7 Installation Downloading the MICROS e7 Product issues are resolved If the system satisfies these requirements the following verification prompt will appear Generate Encryption Key Select Yes to continue or select No to stop 17 The following verification prompt will appear Generate Encryption Key Select Yes to continue or select No to stop 18 The following final verification prompt will appear Generate Encryption Key Select Yes to continue or select No to
32. ption Key MD0007 047 Version 3 1 July 13 2011 Page 30 of 58 MICROS e7 Installation Downloading the MICROS e7 Product Select Yes to continue or select No to stop The prompting is intended to ensure that the key is not changed accidentally 11 If the key is generated from the PC then an hourglass will display until the process is complete If the key is generated from a workstation then an hourglass will display along with the following dialog box Updating saved encrypted data Please stand by 12 Once this process is complete the dialog box will disappear and the hourglass will return to the normal mouse cursor 13 Click Save Installing Windows Vista Business Edition and Windows 7 Professional 32 bit Configuring CAL 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 If the site is using CAL then all workstations should be turned off or removed from the network until installation of MICROS e7 Version 3 1 and any applicable patches are complete on the PC Once the workstations are turned back on they will be upgraded automatically Extracting the MICROS e7 PC Setup Files Use these instructions to extract the PC Setup zip exe file and install the extracted files to a PC 1 Copy the e7_pc_build_3 1 exe file from the MICROS Web Site to a temporary directory on the PC
33. rm 15 2 directory run StandAlonelInstall exe to install the 15 2 platform CAL installs the Windows CE image and reboots the workstation 1 Workstation 4 LX Use these instructions to install the Platform Image on a Workstation 4 LX 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 Version 3 1 MD0007 047 July 13 2011 Page 11 of 58 MICROS e7 Installation Downloading the MICROS e7 Product Copy the WS4lx_platform_RC_2 9_and_BIOS exe file from the MICROS Web Site to a temporary directory on the PC Double click on ws4lx_platform_RC_2 9_and_BIOS exe to extract the MICROS e7 files Enter a directory location where the MICROS e7 files will be extracted i e C wslmage 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 LX The user must insert the USB thumb drive into the first USB port on the back of the workstation Insert the thumb drive to the USB port indicated below Place the license key in either of these 2 slots ONLY Open Windows Explorer on the Workstation Locate the MICROS
34. 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_RC_15 2 exe file from the MICROS Web Site to a temporary directory on the PC 2 Double click on ws4_platform_RC_15 2 exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e C wsImage 4 Click on Unzip 5 Click on Close MD0007 047 July 13 2011 Page 10 of 58 Version 3 1 MICROS e7 Installation Downloading the MICROS e7 Product 6 Copy the directory from Step 3 i e C wsImage to a USB thumb drive 7 Attach the USB thumb drive to the USB slot on the back of the Workstation 4 8 Open Windows Explorer on the Workstation 9 Locate 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 1 1 3 55 Standalone Platform Update 15 2 10 From the Standalone CAL Upgrade to 1 1 3 55 directory run StandAlonelInstall exe to upgrade the CAL client software on the workstation Note Make sure that each workstation has at least 25 MB of free compact flash space before installing the software on the amp workstation From the Standalone Platfo
35. space before installing the software on the amp workstation 11 From the Standalone CAL Upgrade to 6 1 3 68 directory run StandAlonelInstall exe to upgrade the CAL client software on the workstation 12 From the Standalone Platform RC 1 3 directory run StandAlonelInstall exe to install the RC 1 3 platform CAL installs the Windows CE image and reboots the workstation Workstation 5A Use these instructions to install the Platform Image on a Workstation 5A 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 WS5A_platform_RC_1 2_and_BIOS exe file from the MICROS Web Site to a temporary directory on the PC 2 Double click on WS5A_platform_RC_1 2_and_BIOS exe to extract the MICROS e7 files 3 Enter a directory location where the MICROS e7 files will be extracted i e C wsImage 4 Click on Unzip Version 3 1 MD0007 047 July 13 2011 Page 15 of 58 MICROS e7 Installation Downloading the MICROS e7 Product 5 Click on Close 6 Copy the directory from Step 3 i e C wsImage to a USB thumb drive 7 Attach the USB thumb drive to the USB slot on the back of the Workstation 5A 8 The user must insert
36. stallation Download this file if you are installing only to a workstation Use the e7 e7 Release Version e7 Workstation 4 Software link to download the e7_ws4_build_3 1 exe file Use the e7 e7 Release Version e7 Workstation 4 LX Software link to download the e7_ws4lx_build_3 1 exe file Use the e7 e7 Release Version e7 Workstation 5 Software link to download the e7_ws5_build_3 1 exe file Use the e7 e7 Release Version e7 Workstation 5A Software link to download the e7_ws5A_build_3 1 exe file 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 Version 3 1 MD0007 047 July 13 2011 Page 9 of 58 MICROS e7 Installation Downloading the MICROS e7 Product Workstation Platform Image Use the e7 e7 Release Version e7 PC Software link to download the e7_pc_build_3 1 exe file The platform image and the installation instructions will vary based on the workstation s being used at the site This section is divided as follows refer to the appropriate instructions for your workstation version Workstation 4 Workstation 4 LX Workstation 5 Workstation 5A Workstation 4 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
37. station will reboot after the files have been installed MICROS CAL Busy po 5 Enter the Network location ID The Network location ID is used when communicating with the workstations and PC IMPORTANT Version 3 1 MD0007 047 July 13 2011 Page 23 of 58 MICROS e7 Installation Downloading the MICROS e7 Product The Network location ID must be the same for every workstation and PC on the network Note that this entry is case sensitive Click OK e7 Network Identification micros ea Restaurant Management System Workstation number fi x Network location ID 6 The following error will display Need to program an employee and a job to use configurator Click OK Need to program an employee and a job to use configurator 7 The Configurator opens to the shell database MD0007 047 Version 3 1 July 13 2011 Page 24 of 58 MICROS e7 Installation Downloading the MICROS e7 Product 8 The following message displays and a new encryption key must be generated The key will only need to be generated on one node any node and the key will be changed everywhere Click OK 9 The following prompt displays seen on the next page instructing the user to navigate to the MICROS e7 Configurator Restaurant Credit Cards tab to change the key Click OK Do not change the encryption key now IMPORTANT The installation process must finish and all workstations must be online bef
38. stations have finished their CAL upgrade to MICROS e7 Version 3 1 When finished a prompt will display indicating that installation is complete Click Ok Version 3 1 MD0007 047 July 13 2011 Page 21 of 58 MICROS e7 Installation Downloading the MICROS e7 Product 10 Start MICROS e7 11 If this is a new MICROS e7 installation enter the Network location ID and Restore the Database via the MICROS e7 Configurator The Network location ID is used when communicating with the workstations and PC IMPORTANT The Network location ID must be the same for every workstation and PC on the network Note that this entry is case sensitive If this is a MICROS e7 software upgrade CAL will update the workstations and MICROS e7 will start automatically Installing MICROS e7 on the Workstation via CAL Performing a New MICROS e7 Installation Follow the directions below to install the MICROS e7 application on a workstation via CAL 1 Select Start Navigate to Programs CAL Reconfigure CAL 2 Highlight the CAL Server and select Next MICROS CAL Select CAL Server Server Name M36372 Server IP URL 172 28 212 23 POS Type micros e7 x CAL Enabled Available Servers POS Type M36372 MICROS e7 MD0007 047 July 13 2011 Page 22 of 58 Version 3 1 MICROS e7 Installation Downloading the MICROS e7 Product 3 Select Save MICROS CAL Select WS Identity 4 The work
39. stop The prompting is intended to ensure that the key is not changed accidentally Version 3 1 MD0007 047 July 13 2011 Page 27 of 58 MICROS e7 Installation Downloading the MICROS e7 Product 19 If the key is generated from the PC then an hourglass will display until the process is complete If the key is generated from a workstation then an hourglass will display along with the following dialog box Updating saved encrypted data Please stand by 20 Once this process is complete the dialog box will disappear and the hourglass will return to the normal mouse cursor 21 Click Save Performing a MICROS e7 Upgrade Follow the directions below to install the MICROS e7 application on a workstation via CAL 1 After performing the upgrade on the PC CAL will automatically update the workstations 2 The workstation will reboot after the files have been installed MICROS CAL Busy Installing E7 Current Operation TRANSFERFILE CF Micros E7 Bin DbValuesText xml MD0007 047 Version 3 1 July 13 2011 Page 28 of 58 MICROS e7 Installation Downloading the MICROS e7 Product If upgrading from MICROS e7 v 2 7 Patch 1 or higher the MICROS e7 installation process is complete and Steps 6 13 are not needed If upgrading from MICROS e7 v 2 7 or below proceed to Step 4 The following message displays and a new encryption key must be generated The key will only need to be gener
40. ty Zip Code Enter the number assigned by the Credit Card Processor to further identify the merchant location within a country In the USA the 5 or 9 digit Zip code for the merchant is used Merchants located outside of the USA will be assigned a number by the Credit Card Processor This field allows spaces Time Zone Enter the 3 digit number assigned by the Credit Card Processor used to calculate the local time within the VisaNet Authorization System i e standard local time zone differential from Greenwich Mean Time GMT Merchant State Enter the 2 character state province code assigned by the Credit Card Processor that is used to identify the merchant The 2 characters entered here must correspond to the state province that prints on the voucher Merchant City Enter the name of the city where the merchant is located MD0007 047 July 13 2011 Page 44 of 58 Version 3 1 MICROS e7 Version 3 1 What s New Navigate to the Merchant Authorization tab Enter the appropriate driver settings per SecureNet Industry Code This field is used to identify the type of industry for this merchant Enter 1 if the merchant business is a retail establishment Enter 0 if the merchant business is a restaurant Language Code This field is used to identify the language in which authorization messages will be returned for display and or printing Select the language code from the following list e 0 zero English e
41. uct 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 This document is available for download from the MICROS website e7 Marketing e7 Marketing Overview User s Manual This manual provides information on how to use the MICROS e7 System including POS Operations Manager Procedures Credit Card Batch and Reporting This document is available for download on the MICROS website e7 e7 Release Version Documentation e7 User s Manual MD0007 047 Version 3 1 July 13 2011 Page 4 of 58 MICROS e7 Installation Introduction MICROS e7 Installation In order to successfully install and use the MICROS e7 product the user must upgrade both the PC and workstations to the 2 0 Version of the Microsoft NET Framework or the NET Compact Framework respectively Attempting to upgrade MICROS e7 to Version 3 1 without performing a framework upgrade will cause the installation to fail and an error message to appear The following error message will appear on a PC e PcSetup A You must first install version 2 0 of the NET Framework on this PC If this occurs select Ok to clear the error message and follow the instructions outlined in the MICROS e7 PC Installation section The following error message will appear when attempting a stand alone
42. viously when using the TIF export with GMT 1 configured will result in an empty data set This has been corrected Version 3 1 MD0007 047 July 13 2011 Page 57 of 58 MICROS e7 Version 3 1 What s Revised Reports Autosequences Incorrect Stock on Hand Report SCR 3173 CR ID 29697 Previously if the count unit of measure and main unit of measure of an inventory item remained the same the received inventory would never be marked as reconciled This resulted in the received inventory continuing to appear on the Stock on Hand report after the inventory items were added into the Opening Count This has been corrected Waste Report Doubles Totals SCR 3148 CR ID 29128 Previously it was possible to receive incorrect waste totals for previous days The waste totals would double This has been corrected MD0007 047 July 13 2011 Page 58 of 58 Version 3 1
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