Enterprise Information Portal - DCRS · PDF file2605 METRO BOULEVARD ST. LOUIS MO 63043 ...

2605 METRO BOULEVARD ST. LOUIS MO 63043 WWW.DCRS.COM 314.739.6666 800.231.0166

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CLOUD Reporting & Analysis (Standard and Advanced)

mymicros.net Enterprise Information Portal The mymicros.net applications are a suite of Internet-based products and services that extend and enhance the functionality of the traditional store-based POS system. These centrally hosted applications provide an enterprise view of business information and processes, accessed via an Internet connection. Centrally hosted applications deployed in a data center require fewer support resources than distributed store level applications. New application deployment, upgrades and maintenance are substantially more efficient and decrease total costs of ownership and reduce response and implementation time. Centrally hosted applications available as subscription services are ideal for many end-users who once thought that business tools such as enterprise applications and data warehousing were beyond their technical or financial means. The mymicros.net application may be purchased as a subscription service model, also referred as CLOUD Software as a Service (or SaaS). In the CLOUD model, MICROS provides the software, all upgrades, hosting, and help desk services for one annual subscription amount. The application is available in an Advanced version (full functionality, with additional storage options) and the Standard version (with storage and functional limitations). As of March 2015, MICROS is hosting applications for over 25,000 sites, for over 6,000 companies.

Overview mymicros.net components include the .Connect agent, the data warehouse, reports, and charts. Connect your site: The .Connect Agent The .Connect agent is a software application that manages data transport over the Internet between restaurants and the data warehouse. This application provides transaction-level detail to the data warehouse in near real time. The agent's activity is transparent to business operations, with no impact on POS performance. After installation, .Connect initiates periodic queries of business data. Restaurant data is encrypted, compressed and sent to the data warehouse over the Internet. In the event of an interruption to the Internet connection, .Connect buffers the stored business data until connectivity is restored, and then transmits it. All maintenance and agent updates are implemented automatically. The mymicros.net Portal The mymicros.net product is an “enterprise information portal” for application access and navigation. The portal provides access to centrally hosted applications for back office, data warehousing and other business applications. Content and formats are configurable to the preferences and privilege level of the user. Content includes near-real time charts and reports which access the data warehouse, with links to news feeds and weather reporting services. URL and Login Access Users access the portal at www.mymicros.net, and enter a username, company name, and password. Rich Content through Portlets The portal combines content from a variety of sources, including the data warehouse, 3

rd party sites,

news and weather sources, etc. Each source is a portlet: a window within the portal.


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Role-Based Content Navigation Menu

Navigation menus access portlets such as charts, reports and other links. The portal comes configured with common reports and charts. An administrator can assign portlets. So the Daily Operations Report (portlet) can be assigned to the Reports navigation menu for the role of the “Restaurant Manager”. • Available “portlets” are enabled based on the role of the user. • Portlets or other content can be configured to display on any of up to three “mypage” presentation pages, or they can be accessed directly from the navigation menu. • The three presentation pages utilize a “drag and drop” layout interface which sizes and positions the display of the portlets. • The navigation menu may also provide links to news feeds and weather reporting services. • Additional links include access to other mymicros.net content, and access to other hosted content such as documentation, training materials, etc. The main page of the portal might look like this to a multi-store manager:

Reports and Charts

The Advanced version offers a full complement of reports, providing critical data in near real time, at any organizational level, from the individual restaurant to the entire enterprise. Information is filtered by user; so corporate users see an enterprise view, while restaurant managers see only information about their location. The "drilldown" features in each report allow the user to start at "the view from 50,000 feet", and move through increasing levels of granularity to line items in the transaction detail.


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Personalized Charts • Information displays by the hour, and can update as frequently as every 15 minutes • Chart styles include bar, stacked, and plot • Charts include a selection of applicable measures (e.g., the Sales chart measures include Actual Sales, Forecast Sales, and Last Year Sales). • Location and business date selections are configurable. • Users can save preferences, and set a default chart display. Chart types include:

• Sales • Labor • Adjustments • Dining Time • Operations • Order Types

Reports (Advanced version only) Full versions (Advanced version) of the portal feature over 200 reports including:

• Summarized operations, sales mix, and labor reports

• Daily Operations

• Day Part Operations

• Daily Detail

• Detailed reports for daily totals

• Adjustments: error corrects, voids, returns and cancels

• Control Reports: revenues, adjustment and change in gross

• Cost of Goods: cost of goods sold by major or family group

• Discounts/Promos: item and check discounts

• Labor Analysis: regular, overtime, hours and pay

• Sales Mix: sales mix by major group and family group

• Service Charges: fees, gratuities and tips

• Service Performance: guest counts, checks, averages

• Taxes, with tax details

• Tenders: payments, loans and pickups

• Ops Performance Kitchen and server performance

• Employee Sales with summarized employee sales performance • Kitchen Display System (KDS) stations with prep times for kitchen stations. KDS is a graphical

software application designed to increase efficiency and improve guest service through better

kitchen coordination

• Menu Engineering Menu mix, cost of goods and pricing reports

• Menu Engineering with individual item revenues and contribution margin

• Pricing Averages with average prices for groups of store

• Pricing Details with exact prices for each location and revenue center

• Comparison Reports Side-by-side time and location comparisons

• All Location Key Performance Indicators (KPIs) provides key performance indicators for all

locations. KPI is a standard measure used by a restaurant to track operations. KPIs may include

sales, labor or revenue statistics

• Location Comparison displays two locations in a side-by-side comparison

• Time Comparison displays two time periods in a side-by-side comparison


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• User Reports (only a sampling—Advanced version only)

• Today’s Operation: Provides a summary of the day’s operations current to the last posting. • Job Code Totals by Employee: Provides a breakdown of labor by job code, with a drill down to

each employee • Credit Card Batch: Provides a summary of all credit cards in the batch. • Today’s KDS Report: Provides a breakdown of prep times for kitchen stations. • SOS Report: Speed of Service report provides drive through times for Quick Service

establishments •Employee Reports (only a sampling—Advanced version only)

Emp Item Sales - item sales details for all or selected menu items

Emp Sales Summary - a sales summary for all or selected menu items

Employee Control - discounts, error corrects and voids by employee

HR Emps - a listing of all HR employees (requires RES Labor Management)

Manager Control- discount and void transactions by someone other than the check owner • Administration Reports (only a sampling—Advanced version only)

• Logon Report: Provides a list of all logons and activity, facilitating tracking of portal use

• Posting Report: Provides all data posting and compression information by store • Last Posting Report: Provides the last posting time for each store


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Reports can be parameterized by: • Location • Revenue center • Business date (referencing both calendar and fiscal periods) • Order Type • Menu Item Reports can be exported in a variety of formats, including: • .pdf (for Adobe® Acrobat® Reader®) • .xls (for Microsoft® Excel) • CSV (Comma Separated Value)


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The Standard version (formerly mymicros-ES) List of Sample Reports


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Manager’s Log Book (Redbook) Application

The Manager's Log Book (also referred as Redbook, in many restaurants) is a vital tool. The book provides a means of communication between shifts, a record of the previous day’s events, and the ability to disseminate messages and requests to all managers.

The Manager's Log Book improves on this essential form of communication. It is an efficient and intuitive interface to record and categorize the day-to-day events of the business that provides: • Record and Categorization of daily shift events (call outs, equipment problems, product issues) • The ability to review, update and add to log book entries. • A query by category utility allows entries to be categorized by:

• Shift • People • Products • Equipment • Quality/Service/Cleanliness • Priority (important, action required)

The query utility can search for entries based on any of these categories. This can be used to track the history of a specific topic, or to track the types of issues that arise. Managers can check for announcements and requests from anywhere with an Internet connection, and keep tabs on what is going on in the store between shifts (or between site visits, for Regional Managers).

The administration component allows the customer to set up and maintain portlets, roles of users, and organizational structure. The side menus can be customized for specific roles of the staff. This allows tighter control and added flexibility for the system administrator.


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Red Book Notes – a feature that allows users to make notations of exceptions or unique events

that may have affected revenue for the day, with “Add Note” and “Update Note” functions.

A Note can be classified by business date, day part and revenue center. When selecting “Add Note” the screen below appears. Notes appear on the Daily Operations Report footer.

The six categories used in the Red Book are defined by the user. Categories are customizable

by the organization (not on a site by site basis). A user interface is included to administrator Red Book Categories. Navigate to ADMIN | Warehouse | Miscellaneous. Select Red Book Config and the screen below will appear. “Name” is displayed next to the radio buttons within “View History”. “Abbrev” is the three character abbreviation used within “Add Entry”. “Desc” is the description displayed when mousing over the three character abbreviation when viewing the Red Book.

Completed items, or historical events, can be checked.


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The Manager Logs can be searched by historical reference, by completion status, and by revenue center.

Audit & Analysis Application

The Audit and Analysis application is an auditing tool that allows a user to search for exception information in the guest checks and non-sales transactions stored in the database. This search is called a query. Audit and Analysis allows users to: create a query, filter the query using a broad selection of parameters, design the layout of the data returned, view the results online or save them in a variety of file formats, and publish (save) the query for future use by other users.

NOTE: Authorization and journal queries are only available with MICROS 9700 sites that have been setup to use those functions.


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The menu displays three groups: Create New Queries – New queries that you can create and launch Queries Published To Users – Queries created and saved for future use, and available for your use. Queries Published by Roles – Queries created and saved for future use, and available to all users in your role. Data can be selected by Business Date, Location, and filtered many ways, including (but not limited to) Item Types, Order Types, Employee, Revenue Center, and Customers. You also have the ability to select column criteria specific to your needs. To launch a query, select an option from the Create New Query menu and follow the steps in the online Audit and Analysis manual.

Users are able to republish existent Audit & Analysis queries to additional users and/or roles. Users are able to edit previously saved Audit & Analysis queries. Users are able to create a new query from an existent query using a “Save As” function.

Supports Gaming Control Board (GCB) audit processes, including the ability to query for various tax types. A filter tab labeled “Tax”, is available when creating a Transaction Summary Query.


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myTasks Application

myTasks leverages the natural workflow of tasks and aids in the simplification of training. Managers can now create ad-hoc tasks to present unit level managers and employees a single place to execute on the tasks plan. Critical visibility on task completion is then presented back through exception reporting. This provides customers an application to not only manage workflow, but hold employees accountable for designated tasks.

Reports Email

Reports Email allows customers the delivery, via email, of critical financial reports and other information—all with the content and schedule that a customer mandates. Specific reports can be programmed to be emailed to specific individuals, at any specific time of day, to provide an instant summary for their personal review, in order to facilitate action, if necessary.


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Enterprise Maintenance Services (EMS) Application

Enterprise Maintenance Services (EMS) allows an approved user to maintain menu items, prices, taxes

and discounts.

EMS is designed for approved users a simple way to create new menu items and discounts by cloning

existing items. It supports:

Bulk price changes Prices may be changed by a preset amount or %. Rounding options are provided.

Effectivity Dates Changes may be made and implemented automatically up to 90 days in the future.

Change Tracking The solution tracks changes as they are implemented.

Disparate Databases Store databases may differ, and changes may be made to individual stores.

Mixed Estates EMS will support enterprises with different POS. Enterprises with MICROS 3700 and 9700 systems may use EMS to maintain their different POS systems from a single EMS application.

Requirements: EMS requires the .NET Framework version 1.1, a component of the Microsoft® Windows

operating system. Microsoft® provides instructions to confirm that you have the .NET Framework installed

and instructions on how to download and install it if you do not. Refer to http://msdn.microsoft.com/netframework/technologyinfo/howtoget/default.SaaSx

http://msdn.microsoft.com/netframework/technologyinfo/howtoget/default.aspx


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iQuery Application (Advanced version only, formerly Enterprise Edition)

iQuery is a data mining tool that allows business users of the Advanced version to query the database.

iQuery installs as a plug-in on the Microsoft® Excel toolbar. Users may create a query, insert the results

in an Excel worksheet, and format and manipulate the data as needed. The query can also be saved to the portal as a report.

Designed for the hospitality staff, not the IT staff, iQuery gives users the ability to create custom reports using a simple, intuitive interface.

Requirements: iQuery works with Microsoft®Excel 97 and later. iQuery also requires the .NET Framework

version 1.1, a component of the Microsoft® Windows operating system. Microsoft

® provides instructions

to confirm that you have the .NET Framework installed and instructions on how to download and install it if you do not. Refer to http://msdn.microsoft.com/netframework/technologyinfo/howtoget/default.SaaSx

To log in to iQuery, launch Microsoft® Excel. The iQuery plug-in displays as a tool on the Excel menu.

After entering your User Name, Company, Password, and clicking on Login, the iQuery form displays.

To build a query, follow the steps in the online iQuery manual.

http://msdn.microsoft.com/netframework/technologyinfo/howtoget/default.aspx


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Other Report Features and Functions

Report Menu Bar – Tabs for “Modify Report”, “Preferences”, and “Favorite”. A quick select feature allows “quick selection” from a drop down selection of popular ranges. For example, business date selections include: most recent, financial week to date, past 7 days, today, yesterday, month to date, and financial period to date. Or you use the standard calendar to hand select your dates. Quick select options also exist for speeder access to: locations, revenue centers, and order types

Favorite Reports – Allows users to designate reports as favorites, available from the side menu. A user is not dependent on the system administrator assigning a report to a role. Favorites are denoted with a star icon. Select the favorite tab and click on “Set as Favorite” or “Remove as Favorite”.

“myHomeReport” – Allows a specific report displayed every time a user logs in, taking the place of “myPage”. Identify the report from the “Favorite” tab and select “Set as Home Report”. Go to the “Preferences” tab of “myPage”. Options exist to set which screen is displayed when a user logs in for the first time each day and subsequent logins. The name of the report appears at the bottom. Note: The user’s Role must be granted “Personalization” rights for this option to display.


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Auto Run – This feature allows users to be prompted for report selections prior to running a report. From

the “Favorite” tab of the report select “Disable Auto Run”.

Thereafter, each time the report is selected; the user is prompted to confirm report selections, and then must select run report. This feature is helpful if default parameters are often changed to get desired information once the initial report has been run.

Remember Report Selections – This feature allows report selections, such as date or location, to be carried from one report to another until a new selection is made or the user logs out. For example, you select January 1

st through January 31

st for Orlando then run the Daily Operations Report. Every report

run thereafter (until you change your selection, or logout) will use January 1st through January 31

st and

the Orlando location. The option is selected from the “Preferences” tab on “myPage”.

Revenue Center Hierarchy – A new hierarchy structure has been added to allow reporting by revenue center type. This selection is available on the Revenue Center “select by” drop down menu.


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Demarcation Line – Used for “above and below average” reporting. By visually marking the demarcation line between above and below average values, the user identifies top producers or offenders. The line is preset at the 50% mark. The example below is sorted on “Void%”. Six employees were responsible for 50% of total voids for the day (Not a list you want to make). Reports that support above and below average reporting also highlight the column title used for the sort criteria of the report.

Selectable Column headings – Drop down selections for fixed column headers are included for selected reports, allowing users to easily change a report to meet their needs. For example the new Employee Exception Report, by default, shows: Error Correct $, Void $, Discount $, and Trans$. However, you want the report to show: All Tip $, All Tip %, Charge Tip $, and Charge Tip %. Just make your selection from the drop down box and create your own view of the data. Sort these columns with the orange up and down arrow icon that appears to the right of the column heading

By Default:

After New Selections:

Report Drilldown – Multi-directional drilldowns allow multiple rows to be selected prior to selecting a drill-down from various columns for selected reports. For example, multi employees can be selected from the Employee Performance Report for further investigation of their voids, then continue into discounts, etc. As each employee is selected, their corresponding data becomes shaded. At the same time new underlined header columns appear with a downward facing arrow to the left of the description. Selecting the underlined description displays detail information for each of the highlighted employees.


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Employee Productivity (Servers) – This report builds upon the Employee Sales Performance Report. The intent is to highlight lost revenue for the site and lost income for the server. The report identifies, and reports, each employee’s difference from the average cover. Next it calculates the revenue potential of each employee, had they just met the average. This dollar amount is identified as “Lost Sales Opportunity”. In our example below the lost sales amounted to $98,035.07.

To help encourage servers to sell more, another column is calculated for “Lost Tip Opportunity”. This dollar amount is based on the fact, that if each server would have been able to sell the average cover spent per guest they would have realized that much additional revenue. In the example below, servers lost tips amounted to $2,227.54.

Ten selectable fields are offered for this report: 1) Difference from Average, 2) Lost Sales Opportunity, 3) Average Tip %, 4) Lost Tip Opportunity, 5) Tips, 6) Service Charges, 7) Discounts, 8) Cost of Goods Sold %, 9) Table Turns, and 10) Average Dining Time.

Five multi-directional drilldowns are offered for this report: 1) Sales Mix, 2) All Checks, 3) Discounted Checks, 4) Service Performance, and 5) Cost of Goods

The benefits of this report can have a direct effect on a customer’s P&L.


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Employee Exceptions – This report builds upon the Employee Control Report. The report identifies

financial adjustments made to guest checks and reports on declared tip dollars and percents.

Ten selectable fields are offered for this report: 1) Error Correct $, 2) Void $, 3) Discount $, 4) Transaction Cancelled $, 5) Transaction Cancelled %, 6) All Tips $, 7) All Tips %, 8) Charge Tips $, 9) Charge Tips %, and 10) No Sale Count.

Four multi-directional drilldowns are offered for this report: 1) Void Checks, 2) Discounted Checks, 3) No Sales, and 4) Charge Tips.

Sampling of other Employee Reports available (Advanced version only)

Emp Item Sales - item sales details for all or selected menu items

Emp Sales Summary - a sales summary for all or selected menu items

Employee Control - discounts, error corrects and voids by employee

HR Emps - a listing of all HR employees (requires RES Labor Management)

Manager Control - discount and void transactions by someone other than the check owner

Time Card Summary - a summary of time card details by job code and employee (for users of

MICROS 3700 or 9700 with Time & Attendance)

Cash Management Report (for MICROS 3700 Quick Service Establishments) Cash Management summary reporting for MICROS 3700 users with Cash Management feature programmed (typically Quick Service establishments).


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Standard Exports (Advanced version only)

Standard exports are available for sales, inventory and time and labor.

Financial Forms (Advanced version only) The Financial Forms module serves up configurable forms for store managers to enter daily, weekly and other financial or operational information. In many cases these forms can be used to replace existing Daily Sales Reconciliation (DSR), Income Estimate, estimated P&L and other financial forms. Financial Forms are tied to a particular financial period, such as day, week, or other period. Controls can be applied to prevent the starting of a new period before a previous period has been closed out. A ledger capability is also provided to facilitate the entry of multiple transactions in a specific period such as petty cash or simple invoice entries.

Each Financial Form is configured by MICROS Professional Services based on a customer’s specific requirements. MICROS distribution contacts the mymicros.net Professional Service group to request a specific quotation based on the Customer’s written specifications. Revenue Center Security A user's access to reports and charts may be restricted to specific revenue centers. This is especially important in large organizations to assure compartmentalization of data along "need to know" lines.

In a large enterprise, this feature prevents managers from one department from seeing data from another. In a tenant outlet environment, revenue center security provides each ownership "island" with secured access to critical data.

General Functionality Side Menu Bars – Hide selections unless actively in use. Users are not required to scroll up and down to find the required portlet. Only portlets available from the selected Side Menu Bar Title (Charts, Reports, Links, etc.) are displayed. The other remaining menu bar titles are collapsed until selected.

‘Green Bar’ Functionality – Alternate rows on reports are shaded making it easier to discern data.

System Admin Multi Row Selects – The ability to select and multiple rows in administration pages data grids. System administrators can select multiple reports/portlets at a time to assign to a role, making the administration module easy to use.

‘Split-and-Freeze’ Functionality – Selected reports offer this spreadsheet-like feature to allow users to specify whether the report frame headers or columns in the report will be frozen.


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Interface Tables (Advanced version only)

A privileged user may upload financial information from the organization to the portal. Cost, Budget,

Forecast, and History data can be imported from the customer’s in-house systems to tables in the data

warehouse. The data can include net sales, guest check, check count, and table turns. Information from

these tables can then be included on sales reports and charts.

Download a Microsoft® Excel template from the portal.

Populate the worksheet with corporate data, and upload it to the portal's data warehouse.

Use the data in charts and reports.

END


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Customer Alerts An alert via an e-mail message is available to customers when the system is unable to communicate with a location in their organization. The alert will be sent after it has been established that communication between the portal and the site has been out for eight hours. At this point the system will send out alerts on this time schedule. • Up to 12 hours out, a message will be sent every two hours on the even hour. • Between 12 hours and 36 hours, a message will be sent twice daily at 0600 and 1800 EDT. • Greater than 36 hours, a message will be sent once a day at 0600 EDT. Customers can administer this function through the Outage Alert administration page. Any four users can be added to the e-mail alert list. MICROS will be copied on each e-mail sent anonymously in our effort to provide better customer support. This is a sample of what a typical message may read:

User Documentation User documentation is available from the side menu, displayed on screen or downloaded in Adobe® Acrobat® format. Documentation for installing the .Connect Agent, System Administration Manual and Users Manual are all available on this menu. Downloads of Adobe® Acrobat® Reader® and WinZip® are also made available here.


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Weather The weather feed is Meteorlogix™. Meteorlogix™ provides real-time weather information that is accurate, easily understood, and specific to your location. This weather information offers: • 43,000 U.S zip codes • 1,200 international cities • 5-day forecast • Current conditions that are updated hourly • Extended forecasts that are updated every four hours Weather can have a direct effect on the business volume an establishment will handle on a given day. This information can assist Regional managers evaluate sales information for stores which may appear to be doing poorly during a particular day. Reviewing the weather in that stores area may reveal that the store is experiencing inclement weather.


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Weather Reporting

Daily weather for each site can be recorded and tracked against sales, to show how local weather affects

sales at each location


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Separate Financial Calendars Organizations can select a fiscal calendar that matches their financial reporting structure, to assign different financial calendars to different locations. The selected financial calendar then displays for all users linked to that location. For example, if an organization includes one or more franchise operations that use their own accounting standards, the portal allows each to select the fiscal calendar that meets their needs. For example, if the Toronto store is using a standard calendar year as its financial calendar, and the New York store is using a 4-4-5 calendar, the correct Financial Calendar can be used for each location in the portal.


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On-line Flash Training Application

This feature allows users to be walked through the various features and functionality of mymicros.net. Modules have been created for Welcome, Audit and Analysis, System Administration – Basic, and System Administration Advanced.

Introducing Flash Training are Gus and Pierre. Gus is the announcer who will be training your employees on the portal. Pierre is Gus’ sidekick. Pierre appears at various points and times throughout the training module, drawing focus to material that requires additional attention.

At the beginning of each module Gus gives a brief overview of how to navigate through the Flash training module. Then Gus describes topics to be covered as Pierre points them out on his daily specials board.

Pierre


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Password Functionality

System Administrators, or those with rights to administer passwords, cannot view an individual user’s password. When the user signs into the mymicros portal for the first time they are prompted to enter the temporary password, along with a new password of their choice.

Password requirements: - Password must be at least 8 characters long - Password must contain at least 1 alpha and 1 numeric character - Password cannot be the same password as any of the four previous passwords selected - Passwords are case sensitive The user will be prompted to pick a secret question, from a selection of four questions. - What was your favorite place to visit as a child? - Who is your favorite actor, musician, or artist? - What is your mother’s maiden name? - What was your first teacher’s name?

Portal users must change their password at a minimum every 90 days. If a user has not changed their password by the 90

th day, the change password screen automatically appears the next time they log on.

The number of days is organization-configurable, and can range from 60 to 180 days. This setting is definable by the MICROS System Administrator. The default is set at 90 days. Users have the ability to answer a secret question. If a correct answer is received, the user will be emailed a temporary system generated password, valid for 30 minutes. When using the temporary password users are asked to define a new password, secret question and answer before using the portal.

User Security If a user is idle for more than 15 minutes, the user is asked to communicate with the server. If the user does not respond within 1 minute, they are logged out. The idle period ranges from 1 to 15 minutes and is definable by the MICROS System Administrator. The default period for automatic logout is set at 15 minutes.


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User ID’s are locked out after an organization-configurable number of unsuccessful attempts. The number of attempts ranges from 3 to 6 attempts and is definable by the MICROS System Administrator. The default is set at 6 attempts. Users are locked out for a period of 30 minutes, or until the user contacts their System Administrator. The lockout option of 30 minutes, or until a System Administrator is contacted is also organization-configurable and is definable by the MICROS System Administrator. It is important for users to remain active using the portal. Inactive user accounts are suspended after 90 days of no activity. If a valid user is de-activated, the System Administrator can re-activate the user by checking the active box in the user’s profile. Email addresses are a mandatory requirement for all mymicros portal users. This requirement supports the "Forgotten Password" mechanism mentioned under Password Changes and provides the ability to notify system administrators of pending changes and portal enhancements. mymicros.net requires Sun Java Runtime Environment (JRE) version 1.5 (recommended) or version 1.4.2. If Sun Java Runtime Environment is not detected when logging into the portal, a download dialogue box appears with a link to the current version.

Other Information

Demo Site MICROS maintains a permanent demonstration site. The username, company name, and a rotating password are available through the distribution channel. Database and Application Servers The host servers operate on Microsoft® Windows® Enterprise Server, the database servers at the hosting center run Oracle, the database servers at the mymicros demo site run Microsoft SQL Server. Benefits of Oracle Oracle is the industry leader in data warehousing products. Oracle databases are scalable, reliable, secure, and robust. As the restaurant, restaurant chain, and restaurant transaction history grow, the Oracle database can accommodate it. There is no cap imposed on the amount of transaction data that can be stored, or the length of time for which it is available. When first installed, the .Connect agent collects seven days of transaction detail from a database. After that, data can be stored virtually indefinitely. The Advanced version includes 13 months of data storage-- at the transaction detail level. Information ranging from individual guest check detail to aggregate report totals is immediately available to the user, and on a long-term basis. Guest check detail can be stored for years if desired. Data archiving options that extend beyond the initial 13-month period are available with the Advanced version. Database Management The database can be configured to give an authorized user access to an individual restaurant, a group of restaurants, or the entire enterprise. The Oracle database and the mymicros alignment tools fully support database variations among individual restaurants in an enterprise, such as different names for similar menu items (e.g., "cola" in one store, "soda" in another) and different prices for similar items. This alignment takes place within the Oracle database, and does not require any database changes at the restaurant level Data Transmission Security Data transmitted between the restaurant and the data warehouse is encrypted with an industry-standard Blowfish encryption algorithm, which uses a 128 bit-encryption key. A 128-bit encryption represents 2128 possible combinations-- that's 340 followed by 36 zeroes.


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Data Storage Security The MICROS hosting center uses the top-rated Cisco Pix hardware firewall to protect servers and data from unauthorized access. Port activity is strictly controlled, and web activity is restricted to allow only valid http requests, dropping any malformed and potentially malicious packets. Additional countermeasures include a real-time Intrusion Detection System, which monitors all inbound and outbound traffic so we can proactively deny traffic from hostile hosts and confirm the integrity of our systems. The full range of failover and access protections developed by both Microsoft and Oracle are implemented on the database servers, to ensure data integrity and security (Oracle's slogan is, "You can't break it, and you can't break in."). Data is backed up from the hosting center to a secure offsite location on a regular schedule. Note: this does not eliminate the need for daily/weekly backups at the restaurant, for those POS systems that use a backup protocol. The Hosting Center database cannot be used to reconstruct a restaurant POS database. Data Ownership Data stored on the hosting center's servers is owned by the customer. MICROS retains the right to generate and use anonymous aggregate totals from all or many customers (e.g., "of 964 restaurants, 13% use coffee Brand X, 27% use Brand Y"). Service Levels MICROS strives to maintain the highest service level for the hosting center. If a restaurant stops posting to the myInsight data warehouse, the MICROS support team will research the issue and determine the cause. If the issue resides at the hosting center, MICROS will take immediate steps to resolve that issue. The issue may be caused by a loss of Internet connectivity at the restaurant itself, a situation that is generally outside of MICROS’ direct control. If a customer site stops communicating with the hosting center for over six hours, and the cause is determined to be loss of Internet connection at the site, MICROS will email to one or more previously-arranged addresses provided by the customer. The email will specify the site and how long it has been out of communication. It is then the responsibility of the customer to restore the Internet connection at the restaurant.


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Options Standard version (formerly Express -ES version—MICROS e7 and RES) The Standard version mymicros.net is the lowest cost version of mymicros.net, available only to MICROS e7 and RES sites (up to 9-Workstations) only, providing up to 25 reports and much of the functionality of the premium Advanced version. See the comparison chart listing the functions that are available.

Extended Data Storage (Advanced version only) Extended storage is available beyond the standard, offered in 12 month additional blocks, for a total of 25, 37, or 49 total months. Enterprise users can extend data storage of both the Summary level (above check level) and the Detail level (check level access).

CLOUD Gift Card & Loyalty (formerly iCard and iCare) Cloud Gift Card & Loyalty is an enterprise-wide Customer Relationship Management solution for mymicros.net customers. It provides customer analysis reporting and loyalty/reward capabilities. Gift Card & Loyalty offers stored value card (gift cards), payment cards (house credit cards), and loyalty card functionality. Like mymicros.net, Cloud Gift Card & Loyalty is hosted by MICROS as a Cloud Software as a Service (SaaS) model.

CLOUD Inventory (formerly myInventory, Advanced version only) Cloud Inventory is an enterprise-wide inventory management solution for mymicros.net customers. Cloud Inventory provides purchasing, receiving, stock management functionality, along with full recipe and product costing capabilities. Like mymicros.net, Cloud Inventory is hosted by MICROS and can be purchased as a Cloud Software as a Service (SaaS) model.

CLOUD Labor (formerly myLabor, for MICROS RES users of Advanced version) Cloud Labor, currently available only to MICROS RES (3700 POS) users, is an “all-in-one”, fully automated online labor management application, which includes full-scope human resources management and integrated payroll preprocessing functionality. Like mymicros.net, Cloud Labor is hosted by MICROS and can be purchased as a Cloud Software as a Service (SaaS) model. .


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Comparing Advanced version and Standard version

Function Advanced version

(formerly Enterprise Edition)

Standard version

(formerly Express –ES edition)

Purchase Options

CLOUD SaaS (annual) model. Includes

Annual Software Subscription, Hosting &

Support (Upgrades/SEL/Help Desk)

CLOUD SaaS (annual) model.

Includes Annual Software

Subscription, Hosting & Support

(Upgrades/SEL/Help Desk)

MICROS POS & System

Size supported Any Size e7, RES, 9700 System e7 and RES Systems only

Data Storage Summary (Drill downs above check level)

13 months (up to 49 months optionally,

in 12 month increments) 13 months

Data Storage Detail (Check level access)

13 months (up to 49 months optionally,

in 12 month increments) 90 days check detail

Posting Frequency Every 15 minutes Every 15 minutes

mytasks Yes Yes

Reports Mail Yes Yes

Audit & Analysis Module Yes Yes

Enterprise Maintenance

Services (EMS) Yes Yes

Charts Available >10 5

Reports Available >200 25

Manager’s Log Book Yes Yes

Historical Total Upload Yes Yes

Budget Template Upload Yes Not Available

Financial Forms Yes Not Available

Data Exporting (reports able

to be exported to .xls, .pdf, &

.csv) Yes Yes

Standard Export (used for

data warehousing) Yes Not Available

iQuery Module Yes Not Available

Sales Forecasting Module Yes Not Available

Labor Forecasting Module Yes Not Available

Theoretical Labor Module Yes Not Available

Generic POS Adapter Yes Not Available

Additional e-Business

modules Any

Cloud Gift Card & Loyalty

(Standard version only)

Roles & Users System Administrator Configuration User

Custom Reports Yes Not Available

News & Weather Feeds Yes Yes

Renewal Payments Immediate, 30 days before expire date Immediate, 30days before expire date


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Summary of Purchase Plan Cloud Software as a Service (SaaS) model

Pricing for mymicros.net Advanced version is based on the number of POS clients at the restaurant. If a restaurant adds workstations or handheld devices, it is necessary to add a mymicros.net license, hosting services, and support for each workstation or handheld device added. The .Connect agent transmits the number of clients to the hosting center on a regular basis, and generates an exception report if this number exceeds the number licensed for mymicros.net. Pricing for mymicros.net Standard version is per site, up to 9-POS maximum. Cloud Software as a Service (SaaS) The end-user subscribes to the Cloud Software as a Service (SaaS) from MICROS for a 12 month term. The service includes the necessary software, hosting service, data storage, software upgrades, and customer support. The service is priced by site and is based on the number of POS workstation clients (client are either Terminals or Handheld devices) for Advanced, and based on per site for Standard. The end-user signs a Master Service Agreement with MICROS for Hosting Services. All end-user fees are collected automatically by ACH or credit card transfer, 30 days prior to the expiration date. If the end-user defaults on a payment, MICROS reserves the right to terminate the service and retain the deposit to cover program expenses.

12-month contract, one Annual payment based on number of workstations and handheld devices

The MICROS Service Agreement is required (as noted under “Ordering Information” below)

Annual Subscription includes Help Desk, Upgrades

Credit card or ACH only (for Balance Due and Annual Renewals) Two payment phases:

• Up-Front fees, due at signing: 30% Deposit of Annual Fee amount • On-Live fees, due at install: Remaining Balance of Annual Fee amount

Ordering Information 1. Confirm that the customer has one of the supported POS products. 2. Determine the number of clients (workstations and handheld devices) at the site. 3. Confirm that the site has Internet access and the required components 4. Customer signs the MICROS Service Agreement. 5. Complete pages 1 through 3 of the Manual Order Form, or pages 1 and 2 of the Online Order Form. 6. Fax the following to Order Entry


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mymicros.net Reporting features available to Gift Card & Loyalty users *Reporting features noted pertain ONLY to Gift Card & Loyalty users that have mymicros.net

The Gift Card & Loyalty functions added to the portal allow an organization to track customer activity and spending habits both in aggregate and for individual customers.

Gift Card & Loyalty tracks two different types of customers:

1. Identified customers are those for whom the organization has contact information that specifically identifies them. This may include name, address, phone number, etc. An example of an identified customer is one who has joined a guest loyalty or "frequent diner" program, and provided contact information.

2. Anonymous customers can be tracked using some unique identifier (credit card number, hotel room number, etc.) The organization may know the customer's name, but contact information is typically not available.

For identified customers, contact information may be entered in the portal's data warehouse in any of

several ways:

uploaded or manually entered in the data warehouse

passed via SIM scripts to the check detail lines in a guest check transaction

passed via the RES Guest Services Solutions application

The unique identifier by which identified customers are tracked may be:

loyalty club membership number

phone number

credit card number

Anonymous customers may be tracked by the use of their credit card number or hotel room number. In

this case, the portal can track their visits and spending habits, but no contact information is available.

Reports

Gift Card & Loyalty Customer Reports track the activity of both identified and anonymous customers. In

the example below, the organization has created a loyalty program called Our Guest Club. An

organization can create as many loyalty programs as needed, and create their own names for the

programs.


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The Customer Activity Report shows each visit by a member of Our Guest Club.

The Customer Location report displays a breakdown of repeat visits to each store.

The Day Part report displays customers' return visits by meal period.


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The Top 100 Spend report displays a list of customers who have spent the most at the restaurant. Members of Our Guest Club are displayed by name. Customers who are not members of the loyalty program, but who can be tracked by a unique identifier (such as credit card number or hotel room number) display with the generic label New Customer.

Hotel Guest Tracking

In a hotel environment, the portal provides the same information on visits and spending levels. Guests are tracked by last name and room number.

UPDATED 6.11.15

ORACLE|MICROS DISCLAIMER: INFORMATION PROVIDED IN THIS DOCUMENT WAS OBTAINED FROM ORACLE|MICROS. ORACLE|MICROS RESERVES THE RIGHT TO MAKE CHANGES, WITHOUT NOTICE, TO THE FEATURES AND FUNCTIONS OF THE PRODUCTS OUTLINED IN THIS DOCUMENT. AS A RESULT, DCRS SOLUTIONS CAN ASSUME NO LIABLITY FOR THE AVAILABILITY OF THE SPECIFIC FEATURES AND FUNCTIONS PROVIDED IN THIS DOCUMENT. THE END-USER IS RESPONSBLE TO INSURE THE AVAILABILITY OF ANY FEATURES AND FUNCTIONS THAT MAY BE A REQUIREMENT BEFORE ORDERING THIS PRODUCT. ONCE ORDERED FROM OR ACTIVATED BY ORACLE|MICROS, ORACLE|MICROS PRODUCTS ARE NON-REFUNDABLE.

Enterprise Information Portal - DCRS · PDF file2605 METRO BOULEVARD ST. LOUIS MO 63043 ...

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