Symphony - Toshiba Business Solutions

Symphony - Toshiba Business Solutions

6 Symphony User Manual

to protect your information, based on the type of installation you have, and how much space your data actually takes up. In most situations, you'll want to backup every night, (or another time when the system is not busy).

Symphony Data Backup

Symphony provides a backup utility that can be programmed to automatically archive all data from the central database, but it does not provide physical backups that store the data on removable media. The Symphony utility can extract all data from the tables and store the information in text type "SIL" (Standard Interchange Language ) files. The backup files contain information about each table, and the data to re-populate the tables. It can completely rebuild the database from these files. When set as an automated task, the backup utility works as a "cyclical" backup; it creates a series of folders named for each day of the week. After the first week, the process replaces each day's existing backup from the week before. There is always at least one week of data, going back day by day.

This type of backup is used to reconstruct database tables that for some reason have become corrupt, or have incorrect data. However, once archived, these files should be stored using a disk backup type utility, in case of a major physical system failure, such as hard disk crash.

Physical Backup

You should definitely consider some kind of physical backup, either on tape, Zip drive, CD or some other recording media. These "total" backups can be very complete, replicating the entire drive if necessary, or re-building portions that have been lost. Symphony does not control these types of backup; you should consult your backup program help to configure your backup / archiving software. It should include a total backup of everything in the \LBOSS folder, including all sub-folders. This way the setup can be easily restored.

Restoring from Symphony Archives

The restoration process is somewhat technical and requires that you understand the table names, and what should be restored. If for some reason the information contained in the data tables has become corrupt and you need to restore tables, we suggest that you consult your Authorized TEC America Dealer. For more on how to restore using the Symphony file

maintenance utility, see the

in this manual.

3 Symphony Main Menus

Symphony Main Menus

The Main Menu

The Symphony main menu is the host, or central application, to all back-store applications.

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This example shows the Symphony "Desktop"

·Click the Symphony icon at the left of the main menu to select whether Symphony will run as a service from the system-tray or normally as an application from the button-bar.You will be prompted once to start Symphony every time from the system tray. When this option is selected the EXIT shortcut changes dynamically to a CLOSE shortcut button.

·This setting is not maintained when Windows XP restarts / boots.

·This is useful in situations where Symphony is being used as a store controller and thereby eliminating unnecessay shutdown.

·To return to running the system from the button-bar repeat the operation selecting start

Symphony from button bar.

3.1

File Menu

File Menu

File Menu Options

With the exception of the Login, Logout and Viewer options, the File menu option accesses system set-up options that are usually configured at installation time and usually not changed.

Symphony File Menu Options

Login: Allows system operators to gain access to system applications.

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8 Symphony User Manual

Logout: Security feature that allows the communications to continue while protecting access.

Language: Change the application's display language (English / French only)

View Internal Process: Watch what's happening behind the scene.

View Polling Status: View which machines are "online"

Execute Command File: Force the system to execute a command or event.

Deploy Individual File: Send one type of information at a time.

Configuration Panel: Company information, network and database configuration, security system.

Date Conversion: A calendar and date conversion utility.

Messages: Send messages over the network to other Symphony stations, but this feature is not supported by the TEC ECRs.

Background: Change the look of the Symphony desktop.

Show Tips: Helpful hints at startup?

Exit: Close the Symphony application, stopping all communications.

3.1.1

Login

Login

Logging into the System

As with any critical data system, security is always an issue. Symphony offers configurable security "levels" so that users can only access functions that are available to their assigned security level. For example, you probably want the store manager to be allowed to add / remove items, but cashiers should not be allowed. When a user logs into the system, they can only activate or use options that their security level allows them.

When Symphony is first launched, the application runs at the "no user" level. This means that launching most options or applications will open the login panel. By default, the user "7" is given the programmer security level, meaning access to all functions and options.

Login: Use this option to sign onto the system with your user number and optional password.

·Open the File menu.

·Selecting the "Login" option opens the "Enter login" panel.

·Enter the user number from the keyboard* . (see note below about user numbers )

·Press [Enter].

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* You can also double click the data entry area to open an on-screen numeric keypad, useful for touch screen situations.

NOTE: Symphony uses numbers for users; you cannot use alpha characters for users. The users,

their assigned levels, and the security level configuration are accessed in the Maintenance

application .

NOTE 2: Symphony restricts the use of level 7 operator for select entries. It is not permitted to

use an operator assigned level 7 security for continuous operation of Symphony. Symphony warns against the usage of level 7 security settings and aborts processing whenever you sign on with an operator using level 7 security.

3.1.2

Logout

Logout

Logging off the system

To maintain data security, and to prevent unwanted access to the system, it is important to

"logout" or "log off" the system when you are not working with it.

Logout: Use this option to sign off the system, leaving the application on the "no user" security level.

NOTE: Symphony will still execute any scheduled operations, including polling or other

communications, even if no user is logged in.

3.1.3

Language

Language

Setting the Language

It is possible to change the language displayed in the Symphony application. At this time there are two possible languages, English or French.

·You do not have to re-start the application.

It is also possible to configure Symphony to display a specific language based on user preferences. When a user (operator) logs in to the system, the application switches

immediately to that user's preferred language. Click here to go to the Operator Table

help page now.

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10 Symphony User Manual

Language: Use this option to change the current language displayed in the Symphony application. After selecting the language menu option:

·A "Select Language" panel opens, displaying a list of the available languages.

·Click the language to change to,

·Press the "OK" button to accept the language change, or

·Press the "Cancel" button (or top right hand window "X") to cancel the language change.

3.1.4

View Internal Process

View Internal Process

What's Happening "behind the scenes"

To understand how the Symphony / TEC ECRs communications work, refer to the

"Understanding Communications" help page in this manual.

View internal process

When running, Symphony is constantly exchanging information and processing commands.

The "View Internal Process" option launches the "Viewer", a utility that monitors the internal exchange system as it functions, tracking activity. This option can be used to view what the

Symphony mail exchange program is doing internally.

The viewer should be used to trouble-shoot; it is very useful in determining communication problems between the back-end controller and the TEC ECRs.

NOTE:The options and controls available in the viewer utility control the viewer only, not the

actual internal system processes. In other words, you cannot stop or freeze the actual internal

processing system from the internal process viewer.

The Viewer Display

Once the viewer window is open, the utility begins to track the internal process, displaying a line for every activity being tracked. Each line consists of:

10:12:07.680 Mailslot received: 00190611ACT,SUPPORT3:

- the precise time that the process began, including milliseconds

10:12:07.680 Mailslot received: 00190611ACT,SUPPORT3:

- a short description of the process

10:12:07.680 Mailslot received: 001 90611ACT,SUPPORT3:

- the three digit store number

10:12:07.680 Mailslot received: 001906 11ACT,SUPPORT3:

- the three digit terminal number

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10:12:07.680 Mailslot received: 00190611 ACT,SUPPORT3:

- the two digit internal Mailslot line number (internal id)

10:12:07.680 Mailslot received: 00190611ACT ,SUPPORT3:

- the terminal's status, ACT means "active"

10:12:07.680 Mailslot received: 00190611ACT,SUPPORT3:

- the terminal's machine network name

The viewer has both a top bar main menu and buttons to control how the viewer behaves, and to allow you to determine what exchanges are being traced. The help pages below this topic explain the functions and controls for the "View Internal Process" viewer utility.

3.1.4.1

Process Viewer Buttons

Process Viewer Buttons

Controlling the Viewer

This example shows the Internal Process viewer.

Status bar and control buttons

The options and controls available in the viewer utility control the viewer only, not the actual internal system processes. In other words, you cannot stop or freeze the actual internal processing system from the internal process viewer.

Status Bar

The status bar is the area at the bottom right of the viewer window, and displays current

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system information, such as the "average merge time", the transaction number and more.

Hold the mouse cursor above the status information to find out what the information represents.

Buttons

OK: The OK button closes the viewer, and is identical to the "Files" menu's "close" option.

FREEZE: This option "freezes" the viewer at it's current display line. It behaves as a "toggle", in other words, clicking the first time freezes the display; clicking the second time "unfreezes" the display, which then continues to display lines. Although similar to the "Files" menu's "stop" option, no lines are skipped; the viewer continues displaying all activity from the point at which it was frozen. The "stop" option is explained in the "Process Viewer Menus".

READ KEY: This option checks the hardware copy protection key and tests it's current communication status. Only one machine in the system hosts the key, and runs a program that "broadcasts" the key info. Use this option to determine if the key is functioning properly.

The viewer does not show the content or value the key returns, only that the communication was successful. For example:

11:08:27.300 Send Key MailSlot

11:08:27.520 Mailslot received: Key info

3.1.4.2

Process Viewer Menus

Process Viewer Menus

Controlling the Viewer

Internal process viewer menus

The options and controls available in the viewer utility control the viewer only, not the actual internal system processes. In other words, you cannot stop or freeze the actual internal processing system from the internal process viewer.

Files Menu

Stop: This option stops the viewer at it's current display line and behaves as a "toggle". In other words, clicking the first time stops the viewer from displaying more lines and puts a check mark beside the menu option. Clicking the second time restarts the viewer, removes the check mark and continues to display lines. All internal processes continue as usual; this does

not stop actual internal processing. Although similar to the "Freeze" button, the "stop" option skips all process lines or activity between the time it was stopped and when it is restarted. The activity or processes that occurred during the time the viewer was stopped will not be displayed.

Freeze: The same as the button found at the bottom of the viewer, this option "freezes" the viewer at it's current display line. It behaves as a "toggle", in other words, clicking the first time

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freezes the display; clicking the second time "unfreezes" the display, which then continues to display lines. Although similar to the "Files" menu's "stop" option, no lines are skipped; the viewer continues displaying all activity from the point at which it was frozen. When unfrozen, the viewer displays all activity lines since frozen.

Reset transaction counter: This option resets the internal process line count for the viewer only,

not the actual internal process number. It is a counter used by the viewer to keep track of which line is being displayed. The current process line count is displayed at the bottom right of the viewer's status bar (bottom of viewer window).

Close: The "Close" option closes the viewer, and is identical to the "OK" button at the bottom left of the viewer.

View menu

The viewer allows you to control which types of internal processes you wish to track. Checked items in the list will be tracked and displayed as transaction lines. The option acts as a

"toggle"; click to select or unselect the items to be tracked. In some cases (searching for a specific type of internal process) it may be easier to follow only one type of process to determine communication problems.

MailSlot: Information requests to and from the back office, hardware copy protection key information etc.

EJ: This feature is not supported by the Cash Register.

Mime: This feature is not supported by the Cash Register.

Import: Information files received from external sources, such as PLU files from another store or head office.

Export: Information files sent to external destinations, such as PLU files sent to another store or head office.

Misc: Other types of files, messages.

Errors: Error messages communicated through the system after an error occurs, normal, urgent e t c .

Commands: Polling requests and other command type files.

3.1.5

View Polling Status

View Polling Status

View Polling Process

This "File" menu option opens a two pane viewer that displays the files being retrieved from, and sent to, the TEC ECRs, along with a list of the stations involved in the polling process. The viewer is not actually part of Symphony, but a separate utility or application. When the polling software is running (in the background), it's icon shows in Window's "System tray" (bottom right corner of the Windows desktop tool bar).

The Polling process can only be displayed on the Symphony terminal that is set as

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t h eController during the initial set-up of the system. This setting is normally made for terminal

901. If the Polling Process can not be viewed it is probably because another backoffice terminal is set as theController .

NOTE: The polling viewer uses Window's regional settings to determine language. This means

that the language specified in Symphony does not control the language displayed in the

viewer. To change languages, you must change the settings in the Window's Control Panel -

Regional Settings utility.

This example shows the Polling Process viewer.

Menu Options

File Menu: The "File" menu has two options:

Close: Closes the viewer, leaving the polling software running, it's icon visible in the Window's

System tray.

Quit polling: Closes the viewer and also stops the communication process. You should only use this option if you are certain that you want to stop communications all together. Once the polling utility is stopped, you must exit and re-launch the Symphony application to re-start it.

NOTE:You can also launch the polling viewer by double clicking the system tray icon, or right

clicking it and selecting the "View status" option. The context menu (right click) also has both the "Close" and "Quit Polling" options explained above.

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Viewer Display windows

Top window: Each line displayed in the polling viewer includes the exact time to the millisecond, as well as the store and terminal number. If the server cannot reach a TEC ECRs for sales information, the viewer displays the error.

Example top window line: 13:58:18.130 Polling 001 024

Bottom window: The polling viewer's bottom window shows all the TEC ECRs presently configured in the Symphony station's "terminal list", their store and terminal number, current status, and machine network name. Selecting a terminal from the list will display that terminal's location information in the status line at the window's bottom bar.

It is also possible to stop or force the polling process for one or all terminals from the View polling bottom window. After selecting a terminal from the terminal list, clicking the right mouse button opens a menu allowing you to:

Pause: Use this to stop one terminal from communicating.

Communicate now: Forces that terminal to begin polling immediately.

Stop All: Stops all terminals in the terminal list from communicating.

Start All: Forces all terminals to poll immediately.

NOTE: Symphony controls the Polling cycle internally for TEC ECRs at scheduled event times

unless initiated manually.

3.1.6

Execute Command File

Execute Command File

Forcing Commands

Command files contain instructions for Symphony and SQL (Standard Query Language) commands that when executed bring information into the system database tables. Most internal commands required for normal operation are executed automatically based on the

Symphony scheduler.

There are some situations that may require you to execute these commands manually. For example, internal commands that either failed, or could not be executed automatically at the scheduled time, such as in the case of a network "down". These commands should be launched from the "Events / Tasks" (the scheduler) utility. For help on forcing scheduled tasks manually, please see the "

Events / Tasks

" help pages.

Other Tasks

There are other internal commands that are not programmed to execute automatically, and are not setup in the "Events / Tasks" list. For example, commands that re-program front end

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machines, or other utilities that maintain the database tables. Use this option to execute a command file manually.

!Warning! : You should only use this option if you are certain that you are executing the

correct command. By running an internal command file you can inadvertently or even

severely damage the data contained in the system database tables. If you are unsure, you

should consult the system administrator or your Authorized TEC America Dealer for technical support.

Execute command file: This menu option opens a Windows Explorer style window (file browser) to allow you to select an internal command file for execution. The Symphony internal command files have a common .sql file extension. The file browser's "Files of type" setting

(bottom of window) is set to find .sql files found under the default \LBOSS\Office folder. To execute one command file:

·Browse the Office folder to locate the command to execute.

·Select the file and press "open" (or double click the file).

·A confirm execute panel opens.

·Press "Yes" to accept, "no" or "Cancel" to abort the process.

3.1.7

Deploy Individual File

Deploy Individual File

Sending Information From One Database Table

Symphony keeps all data in database "tables", with one table for each specific data type.

For example, system operator information is kept in an operator table within the database. In normal circumstances, daily routine involves modifications to data within these tables. An automated task is provided that searches all database tables for modified data and sends all changes to the front end, set to execute daily. However, in certain situations it may be quicker to select a single table containing the modified data and send it immediately, without searching all the tables for modifications.

This option allows you to send a single type of information or configuration file to the TEC

ECRs. Sending modifications may interrupt the front end operations, except for item, operator and customer tables.

NOTE: It is important to understand the "Replace" option before using the deploy individual file

utility. When the "Replace" option is used, it is important to note that the receiving TEC ECRs

cannot operate during the replace operation, and cashier must sign off.

NOTE 2: If the border of the Deploy individual file window is blue, the current operator's

security settings will not allow him to select the replace file option.

Note 3: Some tables will return an error during communications if the TEC ECR has not been

reset.

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This example shows the "Deploy one file" table selection tool.

Deploy individual file: This menu option opens a list of all the data tables and .ini

(configuration) files that can sent to the register. When the Events/Tasks are executed, several tables are usually verified before data is sent to the TEC ECRs. If you know the specific data table or configuration file you need to send, use this option for quick results.

·Select the Deploy individual file from the Symphony "File" menu.

·A list window opens, showing all available data tables and configuration files.

·From the list, select the file to deploy.

If you need to overwrite the data on the TEC ECRs with the data from the back-end

·Click the "Deploy" button.

·A window opens displaying a list of available terminals and terminal groups (targets).

·Select the destination terminal or group.

·Press the "OK" button to send now, "Cancel" to abort.

3.1.8

Configuration Panel

Configuration Panel

Basic Symphony Set Up Information

!!WARNING!! Most of the options available in the Configuration panel control how Symphony

behaves. Tampering with these settings can cause serious system failure. Please consult your

Authorized TEC America Dealer before changing any settings.

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Symphony uses a basic configuration file to keep track of global application information for the installation. The configuration panel is divided into tabbed sections:

Company: Company name, address and other information used to personalize report pages e t c .

System: Store number, database type, server and office disk location and other installation setups.

Misc: Various system options and settings.

Host: For "multi-store" situations only, used for the "head office".

Cleanup: Database maintenance options.

Load Files: Used to bring information into the database from external sources.

Security: Assign user access levels for functions and tables.

Configuration: This menu option opens the Symphony configuration menu described in the help pages below this heading.

This example shows the Symphony "File" menu, "Configuration" panel.

3.1.8.1

Company

Company

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Company Tab Settings

The "Company information" is normally entered the first time you launch the Symphony application. This information is used throughout the application. For example, when report pages are generated, Symphony uses the company name and address to personalize the printed and on screen result.

Enter your company information in the appropriate spaces.

Allow multi-store selection: This option is used to determine if this Symphony installation will control multiple stores for pricing, inventory, etc. When selected, this option will affect certain utilities throughout the Symphony application where multi-store information is required. This option can be changed at any time. (Must restart Symphony after change)

NOTE: If you are not in a multi-store control situation, selecting this option is not suggested.

Although it will not harm the installation, it will cause the system to prompt you to select a target store for many everyday operations, adding unnecessary steps to the operations.

3.1.8.2

System

System

System Tab Settings

Information in the system tab is critical to Symphony operation, and should be fully understood before making modifications. Settings depend largely on the type of station being installed, such as server or secondary office station. In network situations, Symphony uses the same database for all back office stations.

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This example shows the Configuration panel's "System" tab.

Server's main directory: Enter the path that this PC will use to locate the main program directory on the Symphony server. On the Symphony server this setting should point to

C:\LBOSS\ (including the trailing backslash.) On each Symphony work station you need to use the Window's networking component to map a connection to the server's drive. If you have mapped to the Symphony server drive using, for example "F:", the entry for Server's main

directory would show F:\LBOSS\ (with the trailing backslash).

Server's office directory: Enter the path that this PC will use to locate the main data directories on the Symphony server. On the Symphony server this setting should point to

C:\LBOSS\OFFICE\ (including the trailing backslash.) On each Symphony work station you need to use the Window's networking component to map a connection to the server's drive.

If you have mapped to the Symphony server drive using, for example "F:", the entry for Server's

office directory would show F:\LBOSS\OFFICE\ (including the trailing backslash.)

Alias: Symphony requires an alias to connect to the database that contains the files used by the system. The database alias was created during the BDE setup at installation time. If you followed the default installation, select the Symphony alias.

Database type: Select MSSQL unless you are using Paradox to manage the database tables.

User: The user default for the native MSSQL database is SA.

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Password: Leave this entry blank with the MSSQL database.

Leading "0": The Symphony database can be configured to automatically pad (or fill in) the leading zeroes in the UPC or product code. In some environments this is a desired behavior.

Other environments may not want leading zeroes in their product code. If you enter 7 digits, the numbers entered will all be at least 14 digits, with zeroes filling in any positions before the

PLU number you create if it is less than 14 digits long. If your system requires alpha-numeric PLU numbers, leave this field blank and the number you enter will be the PLU number.

Compression: The Symphony sales data grows very rapidly into a large database. Each transaction is stored in multiple files for file redundancy, reporting, and for search and review.

The compression of data becomes an important task that can be automated within

Symphony. Enter the number of days you want to keep all data live on your system for each transaction entry. The data will not actually be lost, only compressed for more effective storage. The default entry is 31 days.

System date: Symphony allows two types of date rollover. In a normal environment, the fact the date changes at midnight is the ideal situation. All sales made between store opening at

7:00AM, for example, and up to store close at 10:00PM, for example, belong to the same day and to the same balancing period. In this type of environment the default selection (c h a n g e

at midnight) for system date is correct. In a 24 hour store, or in a store where the balancing period may not correspond to the sales made within a specific calendar date, the system

date should be set tochange manually . Most 24 hour stores will close the daily balancing period at either 7:00AM or 11:00PM. But never exactly at the same time. Symphony allows you to define that the time-stamp made to a transaction does not have to be the exact date of the operating system. If the cashier working the last shift is ready to close at 11:07PM, a command can be issued to force a date rollover at that point. This way the data used to balance will correspond up to and including the last transaction made by the cashier.

Symphony also realizes that any other cashiers still signed on while the date rollover command is executed are actually still working on the previous day's totals until they log out and log in again. The command to execute the date rollover can be a back-end event executed manually or automatically or it can be a front-end operator function that sends a request to the back-end to force the date change. This same option (change manually ) allows a non 24-hour operation to balance their cashiers at 3:00PM if they wish, or to allow sales made up to 1:00AM to be included in the previous day's sales and not included in the calendar day in which they are made.

Store: Symphony was conceived to operate as part of a multi-store retail chain. The number entered here will be a part of the data files generated for each transaction. Take care to use a unique number for each separate location the Symphony is to be used within the same retail chain.

Terminal: Each back-office terminal must have a unique number. A numbering protocol has been established whereby terminals 001 to 799 are TEC ECRs. Terminals 800 to 899 are backend tools such as portable devices, label stations, etc, that may need to be targeted with program data. Terminals 900 to 999 are all office terminals running the Symphony application.

Start the Symphony terminal numbering at 901 on the first back-end terminal, use 902 on the next back-end terminal in the same store, terminal 903 on the next one, etc.

Controller: When Symphony is installed on multiple back-end terminals, one of the back-end terminals will be used to manage the exchange of data with the TEC ECRs. Enter the terminal number that should be used as the controller on your system. By default this terminal number

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is set to 901. You must be certain that the same terminal number is set for Controller on each

PC running Symphony.

Messages: Although terminal 901 may be the machine set as the controller , you may wish to direct all the messages processed by the system to another back-end terminal. This could be the case in a larger store that uses more than one back-end terminal. If the operator responsible for monitoring the error messages works at the 902 station, messages would be set to 902. By default the message terminal is set to 901. This feature is not supported by the TEC

ECR.

Messages 2: Use this setting to send a copy of urgent messages received by the Main message center to another terminal in a store. The message is sent using the internal email program that allows inter-terminal messages to be sent. This second message center is sometimes required in stores where the main message center is left unattended. You would still want to send a copy of each message to the front of the store where someone is working on a terminal. It is possible to turn on or to turn off the second message center from the

Symphony file menu. This feature is not supported by the TEC ECR.

IP: This is used to record the station's IP address. A pop-up window will appear so you can select the correct machine IP for internal system communication.

3.1.8.3

Misc

Misc

Misc Tab Settings

The "Misc" tab provides several optional settings for the system.

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This example shows the Configuration panel's "Misc" tab.

Gift certificate section: This feature is not supported by the TEC ECR.

Printer section: The Preview Maximized option is set to on by default, and is used to determine the Report application's default Report Viewer window size. When selected, reports open "Full

Screen". When not selected, reports will open without using the entire screen area. Re-Init

Printer: Some printer drivers do not re-initialize the printer between print jobs. For example, this means that if a previous print job was printed in "Landscape", the next job will also print that way unless the printer is reset. Select this option to force the printer driver to re-initialize to default settings for every print job it receives from Symphony. The Default selection is used to define where reports will be directed to the default windows printer. If you prefer using a different printer for reports press the Select button and choose the printer. Note that you can set a specific printer for any report that will override the settings you make here. Refer to the report properties set-up for information on how to set a different printer for a specific report.

Auto Declare: This feature is not supported by the TEC ECR.

Cost / Price Calculation: This option determines how the Maintenance application will calculate prices from the cost. Selecting Markup / % of cost uses the number indicated in the

Price tab's price calculation field as the percentage of the cost to add on top of the cost to obtain a retail price. The Margin / % Profit setting uses the number indicated in the Price tab's

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price calculation field as the target profit margin, which is the profit per sale divided by the total sale.

For example: An item costs $1.00, and the item sells for $1.50.

The Markup is $0.50 or 50% of the cost.

The Margin is the profit ($0.50) expressed as a percentage of the total sale, or 33% of the selling price.

NOTE: It is important to remember that if you change this setting, you must close the

Maintenance application before the changes will take effect.

3.1.8.4

Host

Host

Host Tab Settings

Host data communications

In some situations it is necessary to transfer files from the POS system in a store to a central location for further processing. The Symphony communication method and set-up is defined modem to modem, or internet enabled data transfer.

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This example shows the Configuration panel's "Host" tab.

Merge lane report data together is usually only used in multi-store situations. Instead of having sales reports for each lane, the head office will get a consolidated total store report. Instead of terminal numbers, the reports will be named and listed as the store number. If you do not select this option you must create individual terminals for every register in each store (on the headquarters system). This option should only be set at the headquarters Symphony, not in an individual store.

The Connection pull down menu is used to determine how Symphony connects. Any valid choice you can make will appear in the pull-down menu. For example, if you have installed dial up networking and defined a connection, the dial up networking definition will appear as a choice for the Symphony host connection type. If you plan on using modem to modem communications, you will need to install and configure the calling side for dial up networking and the other side for dial up server. Please refer to your operating system instructions for further help on these set-up issues.

IP or Domain name is the identification path to the remote Symphony file system. This would be entered as the head office IP address if you are connecting to a fixed TCPIP address.

Client Port and Host Port is the actual port number required at each side to open the connection. Try FTP if you are unsure. Make both sides match.

Host path is the location on your system that the store Symphony will put the files to be

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transferred in before the actual connection with the HQ occurs. This is a location that is used by the store side (not HQ) Symphony to specify what need to be transferred out of the current location. This could be called, for example C:\OutBoxHost\ or any other directory you create for this purpose. The HQ Symphony terminal does not need an entry for host path. Each store that connects must have a back office terminal defined on the

terminal list in the Maintenance application

of the headquarters Symphony program.

User name and Password are used to secure sign on rights if you are using an FTP server for file transfer. They must match at the Symphony on each end (store and HQ).

Host active must be selected at the store(s) that will send data to a headquarters Symphony.

Without this flag setting nothing will be put in the Outboxhost folder.

Keep listening must be selected on the Symphony terminal that normally waits for calls coming such as a headquarters system that receives calls. If you want to transfer from the store to the head office, the head office Symphony must be set to Keep listening.

Live communication is set when you want to transfer data immediately when required and not on a scheduled basis. When Live communication is set, each time the Symphony detects data in the Host path directory, the data communication will be activated. Otherwise, the data transfer will be activated according to the scheduled events programmed in the

Task/Event option of the Symphony program. Scheduled communications would typically occur once per day or once per hour between the Symphony terminals.

When the flag Keep listening is selected LRemote.exe will run automatically in the system Tray and should not require any user intervention. It is responsible for sending and receiving the files from the remote Symphony connections.

If you require an event to schedule the communications, you need to select the

LRemote.exe program found in the LBOSS folder. Then set the time and frequency of data transfer. Select automatic for scheduled communication and allow manual to be able to send data upon request. You will probably set the store to send the data to the headquarters computer. The event set-up for once a day automatic communications would be set as follows in each store:

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This example shows the Task Editor scheduled event programming.

NOTE: For more about scheduling tasks for automatic execution, see the

Events / Tasks Utility

help pages in this manual.

3.1.8.5

Cleanup

Cleanup

Cleanup Tab Settings

As the Symphony system functions, it is constantly adding data to the report tables, and creating log files. After months of use, these tables become quite full, and some of the information within may not be essential to keep. Cleaning up the tables and log files promotes system efficiency, and should be carried out on a regular basis.

Symphony is usually set to "cleanup" data automatically based on scheduled events in the

Events / Tasks list, and pre-set times declared in this tab. Most of the options are set by default to reasonable values for a normal installation.

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This example shows the Configuration panel's "Cleanup" tab.

Number of days to keep individual terminal

This is the number of days to keep individual terminal item sales. Past this number of days, the data from all lanes is consolidated into lane 001 (This process is done daily)

Number of days to keep successful log

This is the number of days to keep successful communication log (LO). Please note that the

LOG files MUST be kept small. (This process is done daily)

Number of days to keep all log

This is the number of days to keep all communication log (LO). Please note that the LOG files

MUST be kept small. (This process is done daily)

Number of days to keep processed files

This is the number of days to keep the processed files and the journal files. Past this number of days, the processed files are archived to the Archived Directory, and the journal files to the journal directory. (This process is done Monthly)

Number of days to keep daily sales information

This is the number of days to keep the DAILY sales information in the database. Past this number of days, the information is deleted from the database.

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NOTE1: The weekly, monthly and yearly sales information are never deleted.

NOTE2: Larger the files are, slower is the system.

Number of days to keep financial daily sales information

This is the same as above, except this is related to the FINANCIAL daily data only. (This process is done Monthly)

Keep log of all exports in the processed directory

This option is used to keep a copy of each file exported from the Symphony system to the targets, such as price changes, account data, and all other data sent from the Symphony.

3.1.8.6

Load Files

Load Files

Load Files Tab Settings

During the first time set-up of Symphony a basic screen / keyboard profile was selected to use the software. The database tables with screen layout, function lists, etc. were all created in the system. If you need to load a second profile or reload the original set-up, select the

Load files tab.

This example shows the Configuration panel's "Load Files" tab.

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The screen is split in two. The choices on the left refer to the default screen layout and function files that Symphony can be loaded with and some sample product files. Select the profile that you want to load and then press the Load selected files button to execute the load.

Once the required load files have been loaded, they will show up on the right hand window of the Load file tab. The right hand area of the window only displays a list of the files that have been loaded into the system. If you need to reload a set of files, you need to select it again by clicking on that file in the left hand side of the window. No action can be executed on a file on the right hand side, it is only there as an audit trail of what has been loaded.

The program will begin importing the load files you chose and building the database once you press the OK button. When it is time to create the front-end function lists, you will be prompted for the target register group.

NOTE: You should not use the Load files option unless you want to reload the initial set-up files

and destroy all the data entry ( sample files) and screen modifications (Keyboard 800X600). If

you think you need to use these files in a live installation please back up your data first

because it will be overwritten.

3.1.8.7

Security

Security

Security Tab Settings

Security System Overview

The Symphony Software offers a security level system to restrict access to most functions, database tables and configuration type information. In some situations, such as a single owner-manager Symphony setup, or if the PC that runs the back office is in a locked room, you may not need to use the security system. In most cases however, the PC station that runs

Symphony (or networked Symphony stations) is accessible to any passer-by. This means that your data and system configuration is open to possible damage.

The security system is based on access levels that are assigned to users. There are eight (8) levels, starting with level 0, called "no user", up to level seven (7), called "programmer".

Assigning the "no user" level to an option or utility means that anybody can access it. Once a security level is assigned to a function, option or data table, the system verifies the logged in user to make sure that they have access rights. If the user does not have access rights, the system opens a login panel.

Below is an example of how the security levels might be set.

Level 0: No User - locked, the default security level when Symphony is launched

Level 1: New User - able to access certain tables only, for example items, departments etc.

Level 2: Cashier - access to items, departments and other functions that a cashier would require

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Level 3: Clerk - receive, modify, view certain reports

Level 4: Assistant Manager - access and modify items, departments. Access to reports

Level 5: Manager - Access, Modify, Add / Delete, no access to network and programming features

Level 6: Owner - Access, Modify, Add / Delete all except programming features

Level 7: Programmer - complete access

Essentially, there are two steps to follow to implement the security system:

· First: Establish the minimum security level required to access each of the system functions, options, data tables, and configuration files listed in the Security Tab of the Configuration

Panel.

· Second: Associate each operator in the operator table with a security level.

Remember that this is the MINIMUM level required. A user with a higher access level has access to all levels below.

Establishing access levels

The System tab displays a list of data tables, utilities and setup information. The list has four (4) columns:

Column 1 - the name or description of the option to protect.

Column 2 - "Access" - the minimum security level required to access the option.

Column 3 - "Modify" - the minimum security level required to change data or settings.

Column 4 - "Add / Delete" - the minimum security level required to add or remove data.

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This example shows the Configuration panel's "Security" tab.

To assign security levels:

·Start by assigning security levels in the "Access" column.

·Select an option or table from the "Access" column by clicking on it.

·Right click or double click to open a list of security levels.

Once a security level is associated with accessing an option, continue by associating minimum security levels to the "Modify" and "Add / Delete" columns of the option. For example, you may want to allow a cashier to have access to view items, but not modify, add or delete them from the system. Once the required access level to items is set to "Cashier", assign the security level required to "Modify" items, then the level required to "Add / Delete".

If an option requires a high security level to access it you may not have to bother assigning security levels to the "Modify" or "Add / Delete" columns, since a user must have access to an

option before they can modify, add or delete it.

Once the required security levels have been assigned to options or data tables, the last step is to associate a security level to each operator in the system. For help on assigning security

levels to operators, click here to go to the Operator Table

help page now.

NOTE: If you are using the security system, be sure to use the "logout " option to sign off the

system when leaving the work station, leaving the application on the "no user" security level.

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Symphony will still execute any scheduled operations, including polling or other communications, even if no user is logged.

3.1.9

Send urgent message to Symphony Workstations

Send urgent message to Symphony Workstations

Send urgent message to Symphony Workstations: Use this setting to send a copy of urgent messages received by the Main message center to the terminal defined as the second message center. Selecting this menu option acts as a toggle to activate the second message server (when the check bar is set) or to turn it off, when the check box does not appear. This feature is not supported by the TEC ECRs.

3.1.10 Date Conversion

Date Conversion

Calendar and Date Conversion Utility

It is important to note that if you open the Windows Date utility by double clicking the System date / time icon (usually at the bottom right of the windows desktop) and change the month displayed, Windows changes the system date even if you haven't pressed "OK" or "Apply". If

Symphony is running, it immediately displays a warning message, then closes. This is because

Symphony is constantly checking the system date / time to see if any "Events" or "Tasks" should be performed. If the application did not close, it would want to execute events for the new date / time, possibly adversely affecting the data.

The Symphony "File" menu provides a calendar utility called "Date Conversion", useful for verifying past or future dates when working within Symphony. The utility also provides a date format converter, used to verify dates in less common formats. The date formats described below are commonly used by programs internally, because they simplify mathematical date calculations, making it possible to subtract one date from another.

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This example shows the Symphony "File" menu's "Date Conversion" utility.

Julian Date

Some systems use alternate date formats. The Julian date shows the year, followed by the number of days since the beginning of the year. This format is used in SIL data files, so

Symphony needs to recognize this format. You probably won't need to use this format.

Unix Date

This is the date format used internally by PC's. It is the number of days since December 31st,

1899.

3.1.11 Messages

Messages

The Messages Utility

Symphony software is designed for network use. In some cases, such as larger installations, there may be several Symphony stations, such as a reception area, price control station, and manager's station. The message utility provides a quick online messaging method between

Symphony stations, convenient for communicating between stations. This feature is not supported by TEC ECRs.

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This example shows the Symphony "File" menu's "Messages" utility.

Using the Messages Utility

To send a message to another Symphony station, select the "Messages" option from the "File" menu. The Messages utility window opens, with options buttons across the bottom of the display. The main window area is for viewing messages only. To send a message:

·Click the "Send" button to open the message edit line.

·After entering a message, press the "OK" button to proceed.

·A new panel appears, waiting for the destination for the message.

·In the destination panel, enter the station number to send the message to. (Symphony station numbers are a three digit numbers, usually starting with 901 as the main back-end station. )

·You can also enter "ALL" to "broadcast" the message to all stations that are currently online.

The "Reply" button is normally "grayed out", except when the station receives a message from another station. Use the reply button to return an answer to the sending station.

The Previous / Next buttons are used to review messages that have been collected and stored in the system.

The Delete button is used to remove messages that you do not want to keep for future reference.

3.1.12 Show Tips

Show Tips

Show Tips - Symphony File menu Option

Show tips is used to display helpful tidbits of information that we expect will make your usage of Symphony more enjoyable. Selecting this option opens a Windows style "hints" window.

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36 Symphony User Manual

Once open, you can browse through the hints, or configure the hints panel to open every time you launch the Symphony application, handy for new users.

NOTE: While Tips are displayed, the poling systems is not functional. Be sure to close the tips window when you are finished reading.

3.1.13 Exit

Exit

Exit the Symphony Application

The Exit menu option closes the Symphony application. On closing, the application opens a warning message to let you know that if you close the application, the back office will not be

available for communications or scheduled events. Only shut down the application if you are sure that this will not affect the normal store operations.

Exit: Use this option to close the Symphony application. Other programs such as

Maintenance, polling, and other sub-applications will also be terminated. Whenever you choose the Exit button, Symphony warns you that closing the application will terminate the communication with the TEC ECRs. This is a normal warning but several issues should be considered before terminating the Symphony program.

·No financial reports for the TEC ECRs can be taken from the Symphony back end station.

·Scheduled task events will not run until the Symphony software is restarted.

3.2

Modules Menu

Modules Menu

Modules Menu Options

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The Modules menu option is used to open other applications available from Symphony.

These include:

Pickup: This choice will open the pickup screen. Pickups

are also available directly from the

Entry main menu.

Maintenance: This is the database information editor / viewer. It is used to maintain database tables; items, operators and other system information. Click here to access the

Maintenance help files .

Reports: Symphony includes tools to generate, view and print reports, lists, labels etc. It also

includes access to the report configuration settings.

.

PosSetup: This feature is not supported by the TEC ECR.

Entry Module: Receive / Order merchandise, fix inventory quantities etc. Help with

Entry module

.

Events Tasks: The Event / Task launcher, scheduler. Help on Events/Tasks.

View Logs: View system events, system in / out boxes contents, etc.

Monitor: This feature is not supported by the TEC ECR.

Journal: This feature is not supported by the TEC ECR.

Symphony Desktop Icon shortcuts

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Several of these menu options have corresponding icons on the Symphony desktop. You can limit access to these applications or utilities using the security access. For help on configuring

the security system see the Security help page

.

NOTE: Although the modules appear and are launched under this menu, their help pages are

not necessarily described under this heading, but are listed in the root of this help manual.

3.3

Special

Special

Special Menu Options

What is it for?

Symphony allows users to create menu options for specialized utilities, or as a quick launch for customized report generation. By default, the menu is empty because Symphony does not ship with any customized options in this menu.

If you have specialized needs, please consult your Authorized TEC America Dealer for more information.

3.4

Help

Help

Symphony Help

The Authorized TEC America Dealer provides Owners Manual in both electronic and printable format. Both the printable manual and the electronic help describe all the options available in the Symphony at the time of release.

NOTE: Designed as a "owners manual", the help does not detail how to program Symphony

commands or SQL. Please consult your Authorized TEC America Dealer if you have specialized

needs that require programming.

The Symphony main "Help" menu "Contents" option is used to access the "electronic" help file, an online version of the printable manual. The on screen help file can also be launched at any time by pressing the [F1] function key. Designed in the standard Windows XP Pro help style, the electronic help includes a navigational tree (table of contents), and a searchable index to help quickly locate information. For help on how to use the help file, please read the

Windows help, accessed in the Windows "Start" menu.

If you wish to have a printed copy of the Symphony Owners Manual, please see the

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