Sys Admin 4.4.book

144 Pages·2008·3.38 MB·English

System Administrator’s
Guide
4.4
Copyright 2008
MICROS Systems, Inc.
Columbia, MD USA
All Rights Reserved
MD0015-032
Table of Contents
Table of Contents
Preface...........................................................................................................................iii
Declarations.......................................................................................................................iii
Concepts & Themes.......................................................................................................1
User Interface (UI) Basics...................................................................................................1
Charts.................................................................................................................................10
Reports...............................................................................................................................12
Organizational Hierarchy...................................................................................................24
Reporting Hierarchies........................................................................................................25
Organizational Hierarchies vs. Reporting Hierarchies......................................................27
Users..................................................................................................................................28
Category Groups................................................................................................................29
Normalizing Data from Multiple Sites..............................................................................29
Alignment..........................................................................................................................31
Theoretical Labor...............................................................................................................35
Admin Menus...............................................................................................................39
Overview............................................................................................................................39
Portal Administration.........................................................................................................40
Warehouse Administration................................................................................................41
Documentation Administration..........................................................................................43
Store Download.................................................................................................................43
Portal Administration...................................................................................................44
Portlet Administration........................................................................................................44
Users and Roles.................................................................................................................44
Create Outage Alerts..........................................................................................................54
Organizational Structure....................................................................................................55
Report Mail Configuration.................................................................................................59
Warehouse Administration...........................................................................................65
Reporting Hierarchies........................................................................................................65
Category Groups................................................................................................................68
Master Items......................................................................................................................70
Reports...............................................................................................................................74
Theoretical Labor...............................................................................................................76
Forms.................................................................................................................................76
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Miscellaneous....................................................................................................................84
Documentation...........................................................................................................129
Overview..........................................................................................................................129
View.................................................................................................................................129
Download.........................................................................................................................130
Flash Training..................................................................................................................130
Links................................................................................................................................131
Store Download..........................................................................................................132
Overview..........................................................................................................................132
Links...........................................................................................................................135
Overview..........................................................................................................................135
News................................................................................................................................136
MX Weather....................................................................................................................136
Manager’s Log.................................................................................................................137
Miscellaneous Tasks..................................................................................................138
Overview..........................................................................................................................138
Audit & Analysis.............................................................................................................138
Enterprise Maintenance Services (EMS).........................................................................139
iQuery..............................................................................................................................140
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Preface
Preface
Declarations Warranties
Although the best efforts are made to ensure that the information in this manual
is complete and correct, MICROS Systems, Inc. makes no warranty of any kind
with regard to this material, including but not limited to the implied warranties
of marketability and fitness for a particular purpose. Information in this manual
is subject to change without notice. No part of this manual may be reproduced
or transmitted in any form or by any means, electronic or mechanical, including
photocopying, recording, or information recording and retrieval systems, for
any purpose other than for personal use, without the express written permission
of MICROS Systems, Inc. MICROS Systems, Inc. shall not be liable for errors
contained herein or for incidental or consequential damages in connection with
the furnishing, performance, or use of this manual.
Trademarks
Acrobat Reader® and FrameMaker® are registered trademarks of Adobe
Corporation.
Microsoft®, SQL Server™, Excel®, Windows® are either registered
trademarks or trademarks of the Microsoft Corporation on the United States
and/or other countries.
Design and Production
This manual was written with Adobe FrameMaker 8.0 and SnagIt 8.0.
Printing History
New editions of this manual incorporate new and changed material sine the
previous edition(s). Minor corrections and updates may be incorporated into
reprints of the current edition without changing the publication date or the
edition number.
Edition Month Year Software Version
1st July 2006 4.1
2nd July 2008 4.4
myLabor Marketing Preface
Overview iii
Concepts & Themes
User Interface (UI) Basics
Concepts & Themes
This manual assumes the reader is familiar with POS Systems, preferably one from
the broad variety of MICROS hospitality products. Many of the concepts discussed
in this section builds upon that knowledge and uses POS analogies to describe the
mymicros.net product.
Note Table Service, Quick Service, and Leisure & Entertainment
will typically have slightly varying information displayed.
This document has been developed to encompass as many
different types as users as possible.
This section also includes information on General Administration, such as basic
functionality, establishing alignment, and creating portal users and roles.
User Interface From the portal, you will be able to access the areas in mymicros designed to help
(UI) Basics make your organization more productive and efficient. Standard tasks available in
the mymicros portal are:
(cid:138) Charts
(cid:138) Reporting
(cid:138) Links
Before diving in to the typical functions of the portal, be sure you have a good
understanding of the basic concepts and ideas behind the portal itself.
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Concepts & Themes
User Interface (UI) Basics
Page Layout The mymicros UI contains two sections. There is a left navigation pane, which
includes the various portlets and areas accessible to the user, and then there is the
display page, which reflects data according to the selections made from the left
navigation pane.
Additionally, in the upper left hand corner, you will see the name of the individual
logged in, that individual’s user role, the organization name, and the date.
In the top right corner, you will notice a top menu bar with a few options on it. For
more on this tool bar, refer to Configuring Content, Layout, & Preferences.
Navigation The mymicros portal provides a simple point-and-click interface. Feel confident
that when you make a selection, like Reports, you will see information pertaining to
and about Reports, and likewise with other categories.
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User Interface (UI) Basics
LEFT NAVIGATION/PORTLETS
On the left side of the page, you will see a left navigation area. mymicros calls
these “portlets”. You may click on the headings of the portlets to reveal potential
areas of importance to you; as you select headings, the open portlets collapse:
Click the sub-headings with the red balls next to them to display that item in the left
pane:
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Configuring MYPAGE
Content, Layout,
The myPage is the first screen displayed to users when they log into the Portal. It
& Preferences can be thought of as the homepage for the user. mymicros allows you the ability to
change your myPage settings.By default, the mymicros Implementation Group has
already configured your myPage, but if you decide you would like to include
additional charts or reports, change the color scheme, or resize any of the window,
you may do so by selecting options from the top menu bar located in the top right
area of the default page:
Enabling my2ndPage and my3rdPage
By default, users have one myPage. However, MICROS supports up to three
“myPages”.
The steps to update the Contents and Preferences of my2ndPage and my3rdPage
are identical to the steps used to update myPage. For more information on
configuring the my2ndPage and/or my3rdPage, please refer to Administer Roles.
CONTENTS
To update the Contents of your myPage:
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Concepts & Themes
User Interface (UI) Basics
1. Click Contents from the top menu bar. The page will refresh and a new window
similar to the following will appear:
2. Enable the check boxes next to the options that you would like to see displayed
on your myPage.
3. When you have made all your selections, click Save from the top menu bar.
Making Contents Available
In the screen shot above, objects like the Adjustments Chart, Daily Operations, MX
Weather, and News are available to be displayed on the myPage. Objects will only
be available in this list if they are designated as such within Portlet Administration.
To make objects available in the contents selection screen:
1. Navigate to Admin | Portal | Roles | Portlets
2. Select a user/role and click Configure from the top menu bar
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3. Select a Role Portlet and click Edit from the top menu bar
4. Enter the information in the fields provided - enable the Enable myPage option
bit
5. Select Save from the top menu bar
6. Log out of the Portal and then log back into the Portal
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