Retail Analytics Software
Contents
1. 30 aroupirig zded365 31 ase N 32 OT TO E EEUU 32 Viewing POS Overlay On VideO sinsin 32 SAVES SUMMA E 33 mua eism Em 33 Video eorom 34 TIN E A a 35 Viewing Live VIGGO e E Gena E N E 35 30691AC INTRODUCTION PRODUCT DESCRIPTION SaleGuard is Point of Sale POS analysis software that uses exception based reporting and data analytics to reduce shrink by catching irregularities before they become problems Key performance indicators are automatically tracked for undesirable trends and SaleGuard provides sophisticated reports on the performance of employees departments or entire branches The POS data collected by SaleGuard is combined with video surveillance from supported digital recorders to create a powerful tool for forensics and training SaleGuard is compatible with both RS 232 and network registers For a complete list of compatible systems go to saleguard net There are three primary components to the SaleGuard software Client The SaleGuard Client is the primary application that will be used by loss prevention managers on a day to day basis The Client allows you to view an2. 99 GAGAT 1 Videns m HE vom 5 25 2011 2 150 LC SP oe eo vain HINDI 1 521 28 TUMA SS 2011 M 79 SLT CR Dc Yes Ew WoL S 25 2011 2 64 00 Vides tn VOID Srna ii 2 72 TOOTHPAS uw cm Decent vamn 5 75 2011 2 1 5 PRLTITLW nem WORD Fi 41 59 58 NONF AT wey Wiles em SEDET VOD HANI 1 ELH APPLE FUR Vere Wickes fen VORD i eda ORG DD urs Appi VOID HINDI 1 ELOI LG APPLE 1 Vides Fun mpl 2 2 44 CORNMED re vien yum Secr VOID MTM 2 E412 FADH des ier 2 4100 WATER te z 3 23 2011 1 04 APPLE Yes em Li VPZTEARSA Vm 2 011 50 es 1 E BE EE ES vo 2011 HASS AVEC Vides m 5 25 2011 3 2 55 CSVEG OL ves ee PL o AD QUE IT Rar of 455 X Fs This page displays all transactions associated to a specific exception for the selected Cashier default VOID is the exception that is displayed first To change the exception from VOID to a different one NO SALE REFUND etc e Select the VOIDS dropdown list and Click the exception you wish to view LC NR RN To view th
3. Searching Video Click Search Video on the control bar Select the desired recorder from the Devices list Click the calendar icon under Search Date Time and type the desired date and time Use the play controls to play the video forward back Viewing POS Overlay on Video Mapping a camera to a POS station will allow you to view recorded video with the POS overlay visible 1 Click POS Mapped Cameras 2 Select from the list of Mapped Cameras Tip See the Mapping Cameras to Terminals section for instructions to map a camera to a POS station 32 30691AC Save Still Image You can export JPEG images from your connected cameras To save a JPEG image Click the Save Image button Select what overlay text you want included If Applicable Select which Export Layout you need Change the Filename Browse to the desired location to save the file Click SAVE M oo Image Save Options Select Export Layout Select Overlay Text to Indude Image Only no transaction data Camera Title Frames per Second Overlay Transaction Data on Image Location Name Date Time 2 Display Transaction Data to the Right Item Description Item Quantity Item Amount C Display Transaction Data Below Image Full Transaction Data V Item Class 10 80 90 14 2012 05 29 06 27 43 jpg Print Still Imag
4. add additional recorders to the location repeat the steps above 5 Click Close when you have finished adding all the recorders MAPPING CAMERAS TO TERMINALS 18 After setting up locations and recorders cameras need to be mapped to the individual POS terminals 1 QE dw On the Application menu click Camera to POS Terminal Mapping Camera to Terminal Assignments Cameras On Terminal 1 Location Local Connection Unassigned DVR 1 Camera 2 Terminals POS gt Micros 3700 Ve Micros 3700 Ve Micros 3700 Ve Micros 3700 Ve Micros 3700 Ve Micros 3700 Ve Micros 3700 Ve Micros 3700 Ve Micros 3700 Ve DVR 1 Camera 3 DVR 1 Camera 4 Micros 3700 Ve DVR 1 Camera 5 DVR 1 Camera 6 No Cameras Assigned Select the location from the Location list Select the recorder from the DVRs list Select the Terminal number from the Terminals list Drag the associated camera from the right into the Cameras on Terminal box Tip To see a thumbnail of each camera click Retrieve thumbnails Click Exit when you have added all the appropriate cameras to the terminal Note Only terminals that have been used since SaleGuard was installed will appear in the Terminals list You may need to log in and out of every register to populate the terminal list 30691AC EDITING CASHIER INFORMATION Information on cashiers is auto populated from the POS system
5. c 7 c 8 8 Configuring the SaleGuard a 9 Changing the SaleGuard System 9 Installing the SaleGuard Clientarea e 10 Configuring the SaleGuard 10 Default Client Username and Password EE 11 AcuivatesdeGua serora Em 11 IDe E 11 AeIE ONIN Ensen 11 DY PRONG ceci ee a a ead ceded 11 Database Connection Manage ccccccccccccecsseeeceececeeeseeeeeeeeeeeeeseeeeeeeeeeeeseeeeeseeeeessseeeeeeeeeesssuaaseeeeeeesseeaaeeeeeeesesaas 12 SALEGQUARHD SETUP 13 i0 13 Configuring the SaleGuard nnn 14 Setting the Data Connection 14 Add IPOS ee 15 tO me 17 Mapping
6. SALEGUARD Retail Analytics Software User Manual version 1 1 saleguard net SaleGuard Version 1 1 0 40300 User Manual Manual Edition 30691AC FEBRUARY 2013 2013 SaleGuard All Rights Reserved No part of this document may be reproduced by any means electronic or mechanical for any purpose except as expressed in the Software License Agreement SaleGuard shall not be liable for technical or editorial errors or omissions contained herein The information in this document is subject to change without notice The information in this publication is provided as is without warranty of any kind The entire risk arising out of the use of this information remains with recipient In no event shall SaleGuard be liable for any direct consequential incidental special punitive or other damages whatsoever including without limitation damages for loss of business profits business interruption or loss of business information even if SaleGuard has been advised of the possibility of such damages or whether in an action contract or tort including negligence This software and documentation are copyrighted All other rights including ownership of the software are reserved to SaleGuard SaleGuard is a registered trademark of SaleGuard in the United States and elsewhere Windows is a registered trademark of Microsoft Corporation All other brand and product names are trademarks or registered trademarks of the respective owner
7. Any information not filled in from the POS system including pictures can be manually entered This information will be used when performing the Reports and Risk Analysis functions of the software To edit the Cashier information 1 2 On the Application menu click Edit Cashier Information Select a cashier from the list and click Edit Note The cashier information is auto populated from the POS system Only cashiers that have logged in to a register after SaleGuard is installed will appear We recommend that you check back frequently for newly added cashiers Edit Cashier Name Operator ID First Last Name Description Change Picture Reset Picture Email Address Exclude from Analysis Update cashier information or add additional information Click Change Picture to add a photo of them cashier Select the Exclude from Analysis option if this Cashier should not be analyzed in SaleGuard reports Tip It is beneficial to select this option for individuals such as Managers who often perform manual adjustments for cashiers such as VOIDs NO SALES etc These can skew the Risk Analysis data if not excluded ADDING USERS SALEGUARD Add users to allow managers and authorized personnel access to the SaleGuard Client to view data and run reports 1 Application menu click Add Edit SaleGuard Users Note default user admin will appear in the list this is the default administrative
8. Activate Online Locate the System ID Open Internet browser and go to http activate saleguard net Enter your SaleGuard Serial Number in the Product Serial Number box Enter the System ID into the System ID box Click Submit Copy and paste the unlock code in the Add License box and then click Add License Qr SUV I Activate by Phone The following information is necessary for phone registration e Company Name e Company Phone Number E mail Address for notification of updates System ID 1 Locate the System ID 2 Call 1 888 309 5335 to talk to technical support 3 Type the unlock code provided by support in the Add License box and then click Add License DATABASE CONNECTION MANAGER If you want to connect to a different SaleGuard Database you can do so without exiting the client via the Database Connection SaleGuard Client Acoicaben Database Connection Add tde Locations Add Edit SaleGuaed Users Add Lda DVRs Information Camere to POS Terminal Mapping Application Log About Eat At A Glance Last 14 Days General number of records Date range of records Avg Custorers Per Vog Heal Per Worst Performer No Sales Avg Customers Per Sale Des Performer Worst Perfeemer Refunds Avg Customers Fer Refund Bext Performer Wors Ber former 84 1 Application menu click Database Connection Tota
9. Manager section Tip If you changed the username and password already make sure to use the new password here The default password is SaleGuardSystem Client Configuration Central Database Connection Select Location Central 2 AddNew Edit Delete Add New Client Connection Central Database Connection Title SOL Server Instance rJ Sale Guard System SQL Server Username SaleGuardSystem Sale Guard System SOL Server Password uu o Change SaleGuard System Password Test Connection Click Test Connection to verify the connection status Click OK to close the Add New Client Connection window Select the location you just created from the Select Location list and click OK to connect 30691AC Default Client Username and Password The default username and password for the SaleGuard Client are e Username admin e Password admin ACTIVATE SALEGUARD Your SaleGuard licenses must be activated within 30 days of installation Follow the instructions below to activate SaleGuard online or by phone Locate the System ID 1 Locate the System ID in the SaleGuard software From the Application menu click Add Edit Location 2 Click on location to highlight the row and then select Connect to Selected Location The SaleGuard Collector Configuration window will open 3 Click Manage Licenses The SaleGuard License Management window will open 4 the System ID
10. Ranking Reports e SaleGuard Dashboard that provides a concise snapshot of the current EBR data INSTALLATION EXAMPLES Single Location Hybrid Video Recorder SOL Server SaleGuard Manager T TET 4 T SaleGuard Collector 0 7 ey Analog Camera Analog Camera Analog Camera Switch 2 o mmu EE SS S i t IP Camera IP Camera IP Camera Remote Station SaleGuard Client lt lt Router T pi CNR INTERNET 2 N Remote Station Ua P e SaleGuard Client 7 6 30691 Multiple Location Analog Camera Analog Camera Analog Camera WS V Analog Camera Analag Camera breed Register c IP Camera IF Camera Hybrid Video Recorder SaleGuard Collector Nf Analog Camera Register pe 2 Fi IF Camera IP Camera 1 ELS Switch LA IP Camera s 7 a 222 2 i INTERNET bu M Hybrid Video Recorder SaleGuard Collector i N eee T Router Dii Y x VA nanuam er x I Rauter Switch IP Camera SaleGuard Server SOL Server 5aleGuard Manager Remote Station Client GETTING STARTED INSTALLING SALEGUARD Before beginning
11. TermilialS eue a a acaban e be 18 Editing Gasheer Rn 19 Adding Users to Sale Guard aide uate 20 INOQUITIC ALONSO GIS mc 20 OPERATIONS sia o A 21 iatis dox hee cr aes ufu tae 21 2 TIPPS 21 mic cM PRI HER a THES 22 24 RODOS c 26 mijojo jor te Lr TM 26 Generating NEW REDOMS utu v od _______ _ ta Dc eia loce Eod nca Edu 27 Creating Cusionit Re pONS 24404 5 3 DD 27 RM adeb o DAT DRM 28 Searching 28 Basic EET 28 SAVIO RNET Seas 28 16 oy TUR SR 28 Changing the Number of Results Displayed nennen nnne nennen nnns ness nnns 29 miele I 29 e adt du UM IER E ud xia MM I EM QUT 29 Advanced nommer cr D 29 CIC he LEI M rud S M DA On e 29 Advanced Filters Bae a tau 30
12. to save the new password INSTALLING THE SALEGUARD CLIENT Install the SaleGuard Client software on a PC that is connected via the internet or a LAN to your digital recorder and your POS registers From the SaleGuard Software CD menu click Install SaleGuard Client to launch the SaleGuard 1 Client Installer and then click Next Read and accept the License Agreement and then click Next Click Install to start the installation Click Finish to exit the InstallShield Wizard when the installation is complete CONFIGURING THE SALEGUARD CLIENT Before using the SaleGuard Client you must configure the SaleGuard Client to connect to one or more SaleGuard databases to receive data from the appropriate POS systems 1 10 Open the SaleGuard Client from the Start menu gt SaleGuard gt SaleGuard Client Click Add New to add a new client connection Note Ifthe Client Configuration window doesn t open automatically from the Application menu click Database Connection Type a custom title in the Title box that will be used to uniquely identify this connection Type the IP Address SALEGUARD in the SQL Server Instance box This is the same SQL Server Instance that you used previously in the Configuring the SaleGuard Manager section Type the SaleGuardSystem password in the SaleGuard System SQL Server Password box This is the same username and password that you used previously in the Configuring the SaleGuard
13. Customize Since every business 15 different the importance placed on certain KPls may be different as well SaleGuard allows you to customize the weighting for each KPI relative to the other KPIs By default the six KPls shown in the image at right are TRANSACTIONS weighted equally each is marked with a 1 This means is that when comparing cashiers the lowest performing cashier was determined based on poor performance in several of the KPIs below The VOIDS KPI for example carried no more weight than the SALES KPI If your establishment doesn t believe that the total sales or number of transactions has any bearing on overall performance you might weight the KPIs as follows Customize Customize sus wes When calculating the Risk Analysis data using either of the two examples above the VOIDS are three times more important than NO SALES and the REFUNDS are twice as important as NO SALES The TRANSACTIONS SALES and ITEMS are essentially ignored and not used in the Risk Analysis calculations Using the example above those employees who rang more VOIDS and REFUNDS will move to the top of the Risk Analysis list Any number can be placed in the box as the numbers are only relevant as compared to one another In the example above where one image is shown equaling the other since the numbers are proportional to one another the weighting is identical between the two examples The weighting can be adjusted at any po
14. White White Bread Ignores any text to the Whi right of the term White espere pet This would only show results that start with White 9eWhite96 Onions White Ignores all text to the White Bread left and to the right of the term White White Grapefruit Wildcards can used in the following areas e Filter Criteria Filter on Item field e Quick Filter Bar 30691AC Grouping the Results Another powerful way to organize and view the Search Results data is by grouping the results Grouping allows you to organize the data into a tree view which can be expanded and contracted easily 1 Perform a Basic Search 2 Select a column header and drag it onto the Grouping Bar The Description column has been added in this example Date Time View Video View Receipt Amount v gt Description 1102 GUINESS Description 1202 DT COKE Description 1207 MESQUIT t Description 11 STRAWBERRIES Description 2 BITE BRWNY amp Description 2 DLX MC CH Description 3CLR ROTINI The results are now organized in a tree view To expand the results click the t icon 3 Drag addition column headers onto the Grouping Bar to further organize the data Date Time View Video View Receipt Description Description 1107 GUINESS gt amp Amount 1 79 amp Amount 7 16 amp Amount 8 95 amp Amount 10 74 5 Amount 12 53 5 Amount 14 32 Amount 16 11 De
15. ck OK and verify the information in the POS Connections list If the information looks correct click Close Add Edit POS Connections Micros3700V2 via TCP port 200 Delete Clase Click Apply Settings and Restart Service to apply new POS connection and click Yes to restart the service On the Application menu click Verify POS Data If the POS terminal and SaleGuard Collector are configured correctly the POS data will populate in real time Verify POS Data 10 80 90 21 10 88 89 10 3849 4733335 4 11 2011 9 32 31 AM 07 00 3 BKD POT SOUP 1 00 1 50 I Clerk 7 10 88 89 10 3849 4733336 4 11 2011 9 32 39 AM 07 00 3 PECAN HALVES 1 00 5 49 I Clerk 7 10 88 89 10 3849 4733337 4 11 2011 9 32 46 AM 07 00 3 CTTN KIDS MST RF 1 00 3 28 I Clerk 7 10 88 89 10 3849 4734976 4 11 2011 9 32 52 AM 07 00 3 BONELESS 1 00 10 151 Clerk 7 30691AC MAPPING RECORDER THE LOCATION Now that the Locations have been added it is necessary to map the digital recorders to each Location Ultimately this allows you to link specific cameras to POS Terminals when searching video and POS transactions 1 the Application menu click Add Edit DVRs and then click Add 2 Select the corresponding location to assign the recorder 3 Type the IP address TCP Port and username and password of the recorder d d D Y Location Local Connection Type Address TCP Port Username Password 4
16. d configure POS reports view and analyze Risk Analysis Data and to view and search video Collector The SaleGuard Collector is the service that collects data from the POS terminals Only one Collector is typically installed per location and can handle numerous POS terminals Manager The SaleGuard Manager is the central database that stores and processes the data for all Collectors Only one Manager needs to be installed Professional The Professional version provides an easy and powerful way to search POS transaction data Users can group results create and save custom data filters and quickly with the click of a button view the video associated to a transaction The pro version also provides a handful of reports including the parent object report and Sales Report and allows users to view live and recorded video Enterprise The Enterprise version of SaleGuard takes loss prevention to a whole new level The Enterprise version adds an exception based reporting EBR component that helps detect fraud errors and inefficiencies occurring in businesses by analyzing the Point of Sale transaction data In additional to offering all the capabilities of the Pro version this version also offers the following features e Central server capability for multi location configurations e Ability to use SQL Server to store large amounts of point of sale data for trend analysis e Additional reports including Risk Analysis Employee Performance and
17. desired SaleGuard components to install on the appropriate machine based on chart above a Client The SaleGuard Client is the primary application that will be used by loss prevention managers on a day to day basis The Client allows you to view and configure POS reports view and analyze Risk Analysis Data and to view and search video The client also allows you to configure the Collector and the Manager applications b Collector The SaleGuard Collector is the service that collects data from the POS terminals Only one Collector is typically installed per location and can handle numerous POS terminals Manager The SaleGuard Manager is the central database that stores and processes the data for all Collectors Only one Manager needs to be installed 4 Click Next and then click Install to begin the installation If you have elected to install the Manager the system will restart to install SQL Server 2008 R2 Express The installation will automatically resume after the system restarts 5 Click Finish to exit the InstallShield Wizard when the installation is complete 8 30691AC CONFIGURING THE SALEGUARD MANAGER Configure the SaleGuard Manager to connect to the SQL database Before you start you need the IP address of the SQL Server In most cases this will be the IP address of the PC where you installed the SaleGuard Manager 1 Open the SaleGuard Manager from the Start menu gt SaleGuard gt SaleGuard Manager i
18. e Perform a search to locate the desired image Click Print Image Select what overlay text you want included If Applicable Select which Export Layout you need Enter any Information you wish under the Notes section Click Print SD SE d c Des uos Image Print Options Select Export Layout Select Overlay Text to Indude Image Only no transaction data Camera Title Frames Second i amp 9 Overlay Transaction Data on Image Location Name V Date Time Display Transaction Data to the Right V Item Description V Item Quantity Item Amount Display Transaction Data Below Image Full Transaction Data Item Class Perform a search to locate the desired image or starting point of the desired video clip 33 Exporting Video Clips 34 You can export AVI videos from your connected cameras To save a video clip 1 2 3 4 Perform a search to locate the desired image or starting point of the desired video clip Click Save Clip Adjust the Start and End times or change the duration of the clip to capture the desired event Choose the codec you would like to use for compression Choosing not to compress the file can make it extremely large and will take much longer to finish Adjust the Quality slider If the chosen codec does not support this feature it will not affect the saved clip Click Export and browse to the desi
19. e video of a specific transaction e Click View Video for the transaction you wish to view To View the Receipt of a specific transaction e Click View Receipt for the transaction you wish to view To generate a performance report for the employee e Click Performance Report located under the employee picture To go back up one level to the previous Risk Analysis page e Click the up icon located near the top right of the page 25 REPORTS Report Types The Reports Tab allows you to generate reports from 5 different types Risk Analysis The Risk Analysis Report displays cashiers stores or other objects in the order of highest risk to lowest risk The Risk Rank is derived from the KPI data over a period of 12 weeks For example this report would be used to identify the overall worst performing cashier by evaluating and comparing all KPIs for each cashier Ranking Report The Ranking Report sorts each KPI from the worst to the best performing cashier store or other object This report provides an easy way to view risk rank data for individual KPIs Employee Performance and Training The Employee Performance Report provides KPI information for individual employees It is designed to be shared with the employee to help them understand where they are performing well and where they are in need of improvement Sales Report The Sales Reports are capable of graphing up to three KPI together This is useful to visually com
20. er SaleGuard Manager Configuration Application Central Database Maintenance Central Database Connection Maximum Simultaneous Synchronizations 8 SQL Server Instance Days To Retain Raw Collected Data 90 Daily Maintenance Reporting Time 3 00 Sale Guard System SQL Server Username SaleGuardSystem Run 5 d Maint Sale Guard System SQL Server Password SMTP Settings Change SaleGuard System Password Test Connection Server 25 Username Password From Address Send Test Email Apply Settings and Restart Service SaleGuardManagerService is running 2 Inthe Central Database Connection section type computer IP SALEGUARD in the SQL Server Instance box 3 Type the default username and password in the SaleGuard System SQL Server boxes a Username SaleGuardSystem b Password SaleGuardSystem 4 Click Apply Settings and Restart Service to apply the new settings Note If you want to change the SaleGuard System password see Changing the SaleGuard System Password 5 Click Exit after service has restarted Changing the SaleGuard System Password To change the SaleGuard System password 1 Click Change SaleGuard System Password in the SaleGuard Manager Configuration window 2 new username and password and then click Apply Settings and Restart Service
21. further filter the results once you already have a list of results displayed Right click anywhere on the column header to display a menu with additional options Right click the Description column for example to view the following menu Description l Sort Ascending sort Descending POPTART CHERRY FR Clear Sorting PECAN HALVES lt Group By This Column PECAN HALVES Hide Group By Box OSIOUTBCK25 OSIOUTBCK25 Remove This Column ORG FUJI APPLES Column Chooser ORG BRAEBURN APPLE Best Fit ORAL PAIN Best Fit all columns ORAL IRRIGAT OCN SPRY JCE V Filter Editor Click Filter Editor to open a new window that allows you to add filter criteria iz Fitter Editor Apply Each of the items displayed in this window can be edited by clicking on them Click the icon next to the AND to add another line to the filter In the above example SaleGuard will be look for all cigarettes sold for 1 or less Wildcard Searches SaleGuard supports the use of the wildcard A wildcard is a character that can be placed before and or after a key term to note that all characters before or after the key term should be ignored The following samples illustrate this concept Wildcard Usage Search Results Reasoning White White Searches for all items that equal White White Onions White Ignores any text to the White Bread left of the term White White Grapefruit
22. han 200 at once follow these steps 1 Select the number of results to display from the Results Per Page list or type your own value 2 Click Apply Filter Receipt View SaleGuard makes it easy to view the full POS transaction while viewing the search results Click View Receipt in the search results to open the Receipt View pane If the pane does not open click Show Hide Receipt View Video To view the video associated to a transaction click View Video in the search results Note _ The View Video link will not be displayed if the terminal has not been mapped to a camera Advanced Filtering Using the basic filtering described in the Searching Data section you can generally locate the information you are looking for When it becomes necessary to further refine your search there are additional filtering options available that may assist you Quick Filter Bar The Quick Filter Bar provides a quick way to further filter the results once you already have a list of results displayed This bar contains an empty field for each column where you can type in the text you are looking for In the example below typing the term white into the box filters out all items that do not start with the term White Description Y WHITE ONIONS WHITE ONIONS WHITE GRAPEFRUI You can enter text into multiple columns at one time to further refine your search 29 Advanced Filters Bar The Advanced Filter Bar provides a powerful way to
23. igros 1700 Termon 2 term pae Cert 41 I Currently Showing 1 J700 of 4608 Meet Navigation Bar ned Per Reset em Filter Header Interval Start 40 00 06 03 22 Basic Filters Searching Data The Filter Criteria section provides several filters that allow you to narrow down the initial results and quickly find the data you are looking for Performing a Basic Search Click Search Data on the control bar 2 Inthe Basic Filters section click the arrow under Interval Start and Interval End to define the search interval return all results in that time period click Apply Filter 4 Tonarrow your search you can filter by Location Terminal Operator Category Item Amount 4 QTY 5 Review the search results and click View Video to view the video from the associated cameras for that terminal Saving Filters Saving your filters allows you to quickly load frequently used filters 1 Create a filter by selecting filter items in the Filter Criteria section and then click Save Filter 2 Type a name for the new filter and then click OK Loading Filters e Select a custom filter from the Load Filter list and then click Apply Filter 28 30691AC Changing the Number of Results Displayed By default the results of a search are limited to displaying only 200 at one time You can easily view the next 200 results by clicking Next To display more t
24. int using the Quick Filter menu on the Risk Analysis page If you wish to permanently save the weightings you can click Save as Defaults on the Quick Filter menu By default the date range for the Risk Analysis page is set to 14 days but a range up to 90 days can be selected Selecting 90 days will provide a much broader longer term view of the data 23 Using Risk Analysis 24 When the Risk Analysis page is first loaded all Locations are displayed This page ranks each location by Risk Rank The Risk Rank 15 the order of locations and cashiers from lowest performing to best performing This page quickly shows which locations may have issues that need to be reviewed further To drill down through the Risk Analysis page follow these steps Click Risk Analysis on the control bar m Click a location in the Store column to see the cashiers at that location KPI data is shown for each cashier at the location SALEGUARD _____ Date Hane Days VOIE NO SALES TRANSACTIONS SALES 3 Locate an employee you wish to evaluate further and then click the employee in the Cashier column to view their statistical data 30691AC MEM 21400 FRANC ere Vides vem ELM WROTE View me VOID SIS 2011 1 E230 NOON Vides Xr ITEMS 1 vom 70 2 0 38 COLT me wor
25. l Sales One Average Daly Total 53 472509 90 Performer 3127 045 22 Worst Pertocmer 0 20 Vosda Swsbch Uver ref m SALEGUARD 2 This will open the Client Configuration From the drop down choose which database you want seleGuard Client n Location 37 si d Cental 22 4 pata Sales Demo 3477 gt CCO 3127 B4 teet test 0 00 71 10 28 942 200 0 x 2 4 3 Click OK aa 9 Nore 4 The Login screen will appear Enter the Username and Password The default is admin for both 5 Click Login 12 30691AC SALEGUARD SETUP ADDING A LOCATION Every location shown in the Add Edit Locations window is a connection to a Collector After the location is entered the Collector can be configured If you have more than one Collector you must repeat the steps to add a location until all your locations have been added To add a new location 1 Application menu click Add Edit Locations Edit Locations Description Network Address Control Port Street Address Connect to Selected Location 2 Click Add 3 Complete the location information in the Edit Location window Name The name of the Collector Tip Use name that you will recognize to identify the location of the Collector This name will be seen in the Dashboa
26. llector to a SQL database 1 Application menu click Add Edit Locations 2 Selecta location and click Connect to Selected Location S amp SaleGuard Collector Configuration 10 80 90 29 8731 Application Central Database Connection SQL Server Instance 10 80 90 20 SaleGuard Sale Guard System SQL Server Username SaleGuardSystem Sale Guard System SQL Server Password XXXXXXXXXXXXXXX Satellite Satellite Database Maintenance Synchronize Now Start Service Apply Settings and Restart Service SaleGuardCollectorService is running 3 the same IP SALEGUARD in the SQL Server Instance box as used previously in the Configuring the SaleGuard Manager section This is the IP address of the SQL Server In most cases this will be the IP address of the PC you are installing the SaleGuard Manager 14 30691AC 4 the SaleGuardSystem password in the SaleGuard System SQL Server Password box This is the same password that you used previously in the Configuring the SaleGuard Manager section Note If you changed the username and password already make sure to use the new username and password here Note The default password is SaleGuardSystem 5 If this is a single location installation select Central under Data Collection Mode and skip ahead to the Add a POS Connection section Otherwise ensure that Satellite is selected and contin
27. pare varying KPIs and their relation to one another Parent Object Report The Parent Object Report displays KPI data for cashiers stores or other objects in an alphabetical order This report does not order based on risk Run Custom Report E n 5 0 NN 506 Application n E 3 SALEGUARD ashboard Create customized reports that can be viewed automatically emailed and more Select Report Select Report Add Edit Reports Configure Reports 26 30691AC Generating New Reports Each report can be opened in its own tab for quick review SaleGuard Client oo 2 Application W WE SALEGUARD Dashboard Risk Analysis Reports Search Data Search Video Live Ranking Report x Risk Analysis Sales Report File View Background Sea SPSL Pal a ee 1009 __ bob L E G UAR D Analysis includes Store 236 Store 613 Store Report Range 05 25 2011 06 08 2011 RANKING REPORT 982 Report Printed 06 08 2011 CASHIER Customers Per Customers Per Customers Per Avg Ssles Per baisi Cashier Rak Cashier Rank Value Per hem Cashier Rank Cashier Rak Cams Caste Rank B n 756 780 782 783 785 786 772 772 734 738 780 Connection 64 55 69 204 SaleGuard SaleGuard User admin 1 Click Reports on the control bar 2 Selec
28. r 85 577 00 Store 613 Worst Performer 72 927 53 Store 982 Voids 05 09 0512 0515 05 18 05 21 05 24 05 27 05 30 06 02 06 05 Avg Customers Void 9 78 Best Performer 9 87 Store 613 Worst Performer 9 66 Store 982 No Sales Avg Customers Per No Sale 39 59 Best Performer 41 20 Store 982 Worst Performer 38 59 Store 613 Returns Avg Customers Per Return 7 93 Best Performer 8 09 Store 236 Worst Performer 7 84 Store 982 All Locations 06 01 06 02 06 03 06 04 06 05 06 06 06 07 Connection 64 55 69 204 SaleGuard SaleGuard User admin 2 896 445 transactions Fri 2011 05 06 Tue 2011 06 07 The Dashboard includes three main sections Highest Risk Employee or Location Find your highest risk employee at a single location or against all locations Find your highest risk location These can be adjusted by selecting options from the dropdown lists 21 Any changes made to the appearance of the data on the Dashboard will be saved a user basis Graphs See a visual graph of transaction types or total sales for a single location or all your locations At a Glance general section shows the total number of records the database contains and the date range included e Other information includes Total Sales Voids No Sales and Returns based on your best and worst performing locations RISK ANALYSIS The Risk Analysis page is the heart of the SaleGuard e
29. rd and Risk Analysis tabs Description For informational purposes Street Address For informational purposes Telephone For informational purposes Network Address The IP address of the Collector TCP Control Port The default port is 8885 Workgroup Username This is the Microsoft Windows operating system account username of the Collector Workgroup Password This is the Microsoft Windows operating system account password of the Collector Edit Location Name Description Street Address Telephone Network Address Workgroup Username TCP Control Port Workgroup Password Temporarily exclude from syncs and maintenance 4 Click OK and the location will appear in the list Edit Locations Name Y Description Network Address Control Port Street Address gt Big Al s Grocery Big Al s Grocery Store 174 10 80 90 155 8885 116 W Division Spokane WA 99207 5 After a location is added to the SaleGuard Client you can configure the Collector CONFIGURING THE SALEGUARD COLLECTOR The SaleGuard Collector is a service used to take the POS transaction data from the POS terminals and send it to the SQL database for long term storage The following steps outline the steps to configure the Collector to communicate with POS terminals and the SQL database Setting the Data Connection Mode Follow the instructions below to connect the SaleGuard Co
30. red location to save the file Interval End 2011 03 09 13 10 43 Default clip duration seconds 60 Format Codec No Compression Quality 100 Export Cancel 30691AC LIVE The Live feature allows you to monitor live cameras connected to recorders that have been configured with SaleGuard SaleGuard Client TAS Application n gt SALEGUARD Dashboard Risk Analysis Reports Search Data Search Video Devices Sem 1 rne LEE Shipping Receiving reo Reception Positions Positions Position Position8 Positions Position10 Position11 Position12 Position13 Position14 Position15 Position16 US DVR 2 US DVR 3 wi E EL 2011 06 08 12 47 56 PM E Disconnect 4 55 69 204 2000 Shipping LIVE 704 x 480 2 911 739 transactions Fri 2011 05 06 Tue 2011 06 07 Viewing Live Video 1 Click Live on the control bar 2 Double click to select the desired recorder from the Devices list 3 Select the desired screen division option 35 www saleguard net 1 888 542 1103 2013 SaleGuard All rights reserved No part of this publication may be reproduced by any means without written permission from SaleGuard The information in this publication is believed to be accurate in all respects However SaleGuard cannot assume responsibility for any consequences res
31. s The SaleGuard software includes open source software that is subject to GNU LGPL Lesser General Public License and other similar licensing models If you would like a copy of the source code as governed by the LGPL please send by registered mail a certified check for 15 00 to cover production and shipping costs A CD with the applicable LGPL source code will be mailed to you This offer is good for three years from the original date of purchase Mail To SaleGuard ATTN Open Source Compliance 23221 E Knox Ave Liberty Lake WA 99019 The following words and symbols mark special messages throughout this guide Note Textset off in this manner indicates information that is necessary for proper operation of the product Tip Textset off in this manner indicates information that may be helpful Caution Text set off in this manner indicates that failure to follow directions could result in damage to equipment or loss of information SaleGuard Liberty Lake WA e U S A 2 30691AC TABLE OF CONTENTS TABLE OF CONTENTS ae coasted amet eee ee teen 3 INTRODUCTION S adus ene enn ne Ren ee Dd 5 FOG UGE EHE 5 21526 Ir Pc 5 ENIES Canc NL 5 lristallation Examples 6 5 ER 6
32. scription 1202 DT COKE 8 Description 1207 MESQUIT 31 SEARCH VIDEO The Search Video feature allows you to review recorded video directly from the recorders that are configured with SaleGuard SaleGuard Client Application fe T e Dashboard Risk Analysis Reports Search Data Search Video 5 SALEGUARD M Oty Amt Desc Target POS Terminal CLOSE CHECK 0 429 _L III FF TAT Tee Se SF CHECK 0 431 _ Begin Ch BEGIN CHECK 0 430 ESASPARAGUS Item Sal ORCHD PFECT PLUM 1 0 62 74 CHIMICH KIDS MST RF 53 29 MXD NUTS Item Sal SP SF CHOC 1 00 2 50 1E DVR 1 channel 2 BREAD 2 05 FIGHT HUNGER CHK 1 00 SERVICE TOTAL 7 10 CLOSE CHECK 0 430 BEGIN CHECK 0 431 ASPARAGUS BEEF BEAN CHIMICH VF MXD NUTS LIPGLOSS SIERRA MIST BUNS SERVICE TOTAL CLOSE CHECK 0 431 __ _ gt gt gt BEGIN CHECK 0 432 COLD CEREAL UF UHT LIGHT CREAM PYREX 4CUP RDS CALAMATA OLIVES HERSHEY BAR OXICLEAN SERVICE TOTAL CLOSE CHECK 0 432 SAVE IMAGE SAVE CLIP Devices Connection 64 55 69 204 SaleGuard SaleGuard User admin 64 55 69 204 2000 Receiving 704 x 480 2 901 405 transactions Fri 2011 05 06 Tue 2011 06 07
33. t a report from the Select Report list 3 Click Open Creating Custom Reports Create custom reports using the criteria that are important to you You select the type or report the interval and include the KPIs locations and individual employees to include in the report and determine the email recipients Click Reports on the control bar Click Configure Reports under Add Edit Reports Click Add Type a name for the report in the Report Title box Select a Report Type and Parent Object and then click OK Set the Report Interval and the Run Frequency Click the Key Performance Indicators tab to select which KPIs to include and weight if desired Click the Locations tab and move the desired locations to the Included box Click the Cashiers tab and move the desired cashiers to the Included box E e pe gt gt uae 0 Click the Email Recipients tab and move the desired recipients to the Included box 27 SEARCH DATA Search POS data at one or more locations 13 SALEGUARD e Grouping Bar ADVANCED em Quick Filter Bar BOS 1 Dropin Quaristy Cear y __ Veron 4 REG Migos 2 Bean Mera Werden 2 5182 Tnm Sale Ceri 620 3700 2 i iiti em E 621 Biros 170 Wersian 2 Check Det 623 1 lt Results Window Mos 3700 Version 2 12 38 Sate Deri 241 Mus 1700 Version d 2 79 tem fame Cert 117 M
34. ue on with the next step Tip Satellite The Satellite connection mode refers to installations where the SaleGuard Manager and SQL Server are located on a separate Server from the SaleGuard Collector Central The Central connection mode refers to installs where the SaleGuard Collector Manager and SQL Server are all installed on the same server such as a digital recorder 6 Click Apply Settings and Restart Service and then click Yes to restart the service Click Initialize Database and then click Yes Note If initialization was successful then click OK if it was unsuccessful attempt to initialize it a second time 8 After initializing the Satellite connection click Apply Settings and Restart Service then click Yes to restart the service again Add a POS Connection You must add a POS connection for every POS terminal Follow the Add POS Connection E 2 instructions below to add or edit a POS connection or to add RediWatch legacy compatibility 1 Click Manage POS Connections on the SaleGuard Collector Configuration window FOS Protocol Connection 2 Click Add and select the appropriate POS Protocol Connection E type and Port of the terminal Fort Note If you are currently using RediWatch and want to keep RediWatch integration select the Relay to RediWatch checkbox and fill in the IP address and port of the RediWatch Server Relay Data to Rediwatch OK 16 3 Cli
35. ulting from the use thereof The information contained herein 15 subject to change without notice Revisions or new editions to this publication may be issued to incorporate such changes 36 30691AC
36. user for SaleGuard and should not be deleted 2 Click Add to add a new SaleGuard user to the a syste m First Name Last Name 3 Complete the user information and select a Dan smith Notification Level See Notification Levels below for Description more information Manager Username Note The e mail address is used for system dsmith h Change Password notifications and reports Email Address Notification Level dmith openeye net Information 4 Click Advanced to add Administrator permissions to the user gt Advanced Notification Levels Notifications are designed to inform you when SaleGuard has either completed a process successfully or has detected a possible issue The categories are listed below along with the notifications included in each Recipients at a given level receive all messages sent at the notification levels less than or equal to their own For example users with an Emergencies notification level selected will only receive Emergency emails Users with Verbose selected will receive all Verbose notifications as well as all notifications within the Information and Emergencies categories as well None emails at all sent to users this level Emergencies e Sync Failure e Syncs never completed e Error executing maintenance task Unknown error executing maintenance task SaleGuard Database Size Warning Information e S
37. xception based reporting software The Risk Analysis section allows loss prevention managers to identify the best and lowest performing employees based on the use of Key Performance Indicators SaleGuard Client ra Application fin a a 3 SALEGUARD Dashboard Risk Analysis Reports Search Data Search Video All Locations Quick Filter Voids No Sales Transactions Sales Items Date Range 14 Days 1 c Store Risk Rank Customers Risk Rank Customers Risk Rank Transact Risk Rank Sales Per Risk Rank Value Per Ris Per Void Per No Sale Per Day Customer Item Store 982 3 25900 86 Customize Store 236 2 30276 14 Store 613 1 30227 29 VOIDS NO SALES TRANSACTIONS SALES 5 Save As Defaults 4 Connection 64 55 69 204 SaleGuard SaleGuard User admin 2 901 266 transactions Fri 2011 05 06 Tue 2011 06 07 222 Key Performance Indicators KPI KPIs are a measurable way of looking at exceptions VOIDs NO SALES REFUNDS etc For example VOID and NO SALE KPIs can be expressed as Customers per VOID and Customers per No Sale whereas TRANSACTIONs KPI would be expressed as Transactions per day By using a measureable way to look at the data it is possible to compare the varying KPIs together to identify longer term trends in employees and store locations 22 30691AC KPI Weighting
38. ynchronization Report SaleGuard Manager Service restarted e SaleGuard Manager Service is stopping Verbose e Synchronization cycle initiated Sync and maintenance cycle complete 20 30691AC OPERATIONS CONTROL BAR The SaleGuard Client Control Bar makes it easy to access the features of SaleGuard Each feature opens in its own window Use the back button to return to the previous window e amp e e Dashboard Risk Analysis Reports Search Data Search Video Live Dashboard View quick reports and see your best and worst performing locations Enterprise only Risk Analysis Quickly identify the lowest performing locations and employees Enterprise only Reports Generate custom reports Enterprise only Search Data Search POS data Search Video Search recorded video Live View live video DASHBOARD The Client Dashboard contains a quick overview of information You can use the dashboard to quickly access basic information Application SaleGuard Client LE tt Highest Risk Employee 2 Cost per Item 1200 900 600 r Void Customers pe Employee Clerk 992 EMP All Locations Sales per Customer 14 Days More Details At A Glance Last 14 Days General Total number of records 2 896 457 Date range of records Fri 2011 05 06 Tue 2011 06 07 Total Sales Data Store Average Daily Total Sales 243 818 38 Best Performe
39. you must first determine where each of the three SaleGuard components Collector Manager amp Client needs to be installed Use the chart below to determine the type of installation you are working with All Other Recorders Including Linux based embedded digital recorders Type of Location Single Location Multi Location Single Location Multi Location Installed ona Installed on separate PC Installed on a Installed on DVR DVR same PC where the separate PC Manager is installed Type of digital recorder Supported Windows Based used with SaleGuard Digital Recorders SaleGuard Collector Installed on Installed on a Installed on Installed separate server separate PC separate server MANSIEN DVR running SQL same PC where the running SQL server Collector is installed server Installed Installed ona Installed ona Installed ona SaleGuard Client separate remote separate remote separate remote separate remote station PC station PC station PC station PC To install SaleGuard the following additional programs are required These programs are included in the SaleGuard setup files and you will be prompted to install them if necessary Microsoft Net Framework 3 5 SP1 e Windows Installer 4 5 e Microsoft Powershell v2 1 Click SaleGuard Full Install on the SaleGuard CD menu to start the installation 2 Follow the on screen instructions until you reach the Select Features screen Select the
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