Description: Installation of this software and licensing of the order-at-the-table (OATT) application adds the OATT feature to a Simphony 2 system with SkyTab.

 

Prerequisites

• Merchant has a Shift4 payment processing account and has been assigned to a Merchant ID Number (MID).
• Shift4 has provided SkyTab devices for the merchant. SkyTab devices are pre-configured with encryption.
• The merchant’s Oracle Hospitality Simphony 2 point-of-sale (POS) system has been configured to be used with Shift4 using the same MID that is assigned to SkyTab devices.
• Merchant location has adequate Wi-Fi coverage in all areas of the restaurant/location where SkyTab will be used.
• Transaction Services must be properly licensed by Oracle and installed and configured.
• At the merchant location, port 443 and 9080 must be open at all times to allow for secure internet connectivity.
• A suitable Windows PC installed with .NET 4.6.1 or later in which to install this interface.
• Ordering enabled for the account location in Lighthouse Business Management System.
• For cloud logging to work, amazonaws.com should be added to the firewall rules. If the cloud logging option is turned on and amazonaws.com is not whitelisted, an error log for AWS-logging will be created. During the install, this should be verified as functioning to prevent the log file from growing too large over time.

Overview

SkyTab is Shift4 pay-at-the-table (PATT) and OATT solution that runs on a PAX A930 payment device (the “SkyTab device”) that interfaces to the merchant’s Oracle Hospitality Simphony 2 POS system to create, fetch open checks, and close out tickets.

SkyTab is an extension of Shift4’s PCI-validated point-to-point encryption (P2PE) solution. There is no cardholder data that flows in, out, or is stored in the Oracle Hospitality Simphony 2 POS system. All payment transactions are handled by the SkyTab device directly with the Shift4 payment processing platform.

SkyTab also comes with a subscription to Shift4’s Lighthouse Business Manager system which provides a plethora of functionality, such as a customer engagement system that can send emails to customers using email addresses entered into SkyTab by each guest.

Software Installation

1. Run the installation file on the Interface PC.
2. Use Enterprise Management Console (EMC) to configure the Simphony 2 POS as appropriate.
3. Use the “Manage Shift4 SkyTab Service” program to set the parameters as appropriate.
4. Start the “Shift4_SkyTab_Service” and test.

1. PRE-INSTALLATION SET UP

1-A) Lighthouse Business Manager

Before installation, verify that the location has Ordering enabled on Lighthouse Business Manager. To verify, follow the instructions below:

• Navigate to the merchant’s Lighthouse account.
  • You can do this via Titan.
    • Select the at the top of the Titan toolbar.
    • Search for the account by using the MID, DBA or Shift4 S/N.
    • Once the account is found, double-click on the account in the merchant search box, this will load the merchant’s account page.
  • Once on the account’s page in Titan, navigate to the Web tab.
  • Within the Web tab, select Lighthouse.
  • Select an email from the registered email list and select Login.
• Now that the Lighthouse Business Manager web page is open, on the left menu, select Add on Devices.
• Scroll towards the bottom and find the section called Ordering.
• Verify that the Enable Order at the Table Feature toggle is on.
• If changes were made, please make sure to save changes before exiting.

1-B) Creating the Shift4 SkyTab Service Folder

When installing the OATT application, it will have a designated folder under C:\MICROS\ProfessionalServices. This folder can sometimes be listed under the D:\ drive.

If no Professional Services folder exists under the MICROS section, follow the instructions below to create one.

• Once in C:\MICROS right-click within the folder, navigate to New, and select Folder.

• Rename the new folder ProfessionalServices.
• This folder will host the Shift4 SkyTab Service folder.
• Within the ProfessionalServices folder, create a folder and name it Shift4SkyTabService.

1-C) Accessing the Enterprise Management Console (EMC)

• Open the Enterprise Management Console (EMC) shortcut on the desktop or from the Windows Start Menu.
  • Log into the EMC with a user with permissions to edit the MICROS database.
  • If logging in as a standard user, certain menu options or fields may become inaccessible.

1-D) Navigating the Enterprise Management Console (EMC)

Once logged in on the left, you will have your "locations" navigation tree. This is split into three levels of access:

• The Organization\Enterprise level.
• The Property\Location level.
• The Revenue Centers level.

The menu information on the right displays differently depending on the current selection in the location tree.

Selecting the Enterprise level option will display these menu options.

Selecting a Property Level will display these menu options.

Selecting a Revenue Center will display these menu options.

 

1-E) Configuring Tender/Media

NOTE: You will need to add a Payment Tender for each card type you accept. These tenders will be identical (except for the names) and will be for non-zero payment amounts, these should ALWAYS have a charge tip linked.

• From the Sales sub-menu select Tender/Media.
• Add a new Tender Type with the Insert button located in the top menu bar.
• Name this record Shift4 Tender Type, where “Tender Type” is the card brand. (e.g., Shift4 Visa)

NOTE: It is important to know that any time a Record Number or Record Name is spoken of, these details should be written down for later use during the Installation setup. These values are found in the “Current Record” on the side of the screen or within the config page for the setting. These values will be needed throughout the setup of the Simphony SkyTab Service Manager.

• Configure the following settings for each tender type you add:
  • General Tab: Privilege Group: 1
  • General Tab: Key Type: 1- Payment
  • General Tab: NLU: 0-None
  • General Tab: MMH: 0-None
  • General Tab: Icon: 0-None
  • General Tab: Report Group: 0-None
  • General Tab: SRM Payment Type: 0-None
  • Options Tab: Printing Options:
    • Print options should be set as desired.
  • Options Tab: Interface Options: Interface Link: 0-None
    • No Interface options should be set.
  • Options Tab: Credit Card Options:
    • No Credit Card options should be set.
  • Options Tab: Taxing Options:
    • No Tax exempt options should be set.
  • Options Tab: Ops Behavior: Enable - Reference Entry Required
  • Options Tab: Ops Behavior: Enable - Amount Required
  • Options Tab: Ops Behavior: Hold Type: Fire order
  • Options Tab: Charged Tip Options: Service Charge: $CHARGE TIP
  • Options Tab: Charged Tip Options: Enable - Charge Tip Required
  • Options Tab: Charged Tip Options: Enable - Post Amount to Gross Receipts on Tip Reports
  • Options Tab: Charged Tip Options: Enable - Post Amount to Charged Receipts on Tip Reports
  • Menu Level Tab: Enable - All Menu Levels
  • Output Tab: Enable - the printing options as needed for your site.
• Save the changes once complete by pressing the button in the above toolbar.
• Repeat this process for each needed tender type.

1-F) SkyTab Print Tender

SkyTab determines menu item information based on a virtual “Printed” guest check. For best results, create a new Service Total tender just for SkyTab to generate its virtual printed check. Then, use this Tender number when setting the Print Tender in the SkyTab Configuration.

1. Add a new Tender Type with the Insert button located in the top menu bar.
2. Assign the following configuration:
   • General Tab:
     • Number: (automatic)
     • Name: SkyTab Check
     • Privilege Group: 1
     • Key Type: 2 - Service Total
     • NLU: None
     • SLU: None
     • MMH-SLU: None
     • Report Group: None
     • SRM Payment Type: None
   • Options Tab: Printing Options:
     • 14 - Print Seat Check: [DISABLED]
     • 16 - Print Full Seat Check: [DISABLED]
     • 19 - Reprint Check: [Enabled]
     • 20 - Print Sales Itemizers: [DISABLED]
     • 22 - Print Check Trailer: [Enabled]
     • 23 - Print Check on Demand: [Enabled]
3. Save the changes once complete by pressing the button in the above toolbar.

1-G) SkyTab Printer

SkyTab determines menu item information based on a virtual “Printed” guest check. For best results, create a new File Printer just for SkyTab to generate its virtual printed check. Link this printer to the Transaction Services “workstation” as the Guest Check printer.

• In the EMC, select the property, click Setup and Printers.

1-H) ConFiguring SkyTab API Service Workstation

You can configure Transaction Services to run on the same hardware device as a Simphony client. Kiosks are usually configured as Transaction Services clients.

• Obtain the following information before you begin the configuration:
  • Transaction Services workstation name
  • Number of revenue centers using Transaction Services
• Select the property, click Setup, and then click Workstations.
• Insert a record, enter the workstation name, and then click OK.
• Double-click the new workstation record.
  • From the Type drop-down list, select 3 - POSAPI Client.
  • Select the Service Host ID where the workstation runs.
    To host Transaction Services on a separate workstation, select the default Service Host ID.
  • In the Address / Host Name field, enter the machine where Transaction Services is installed.
  • Enter the Subnet Mask and the Default Gateway of the workstation to configure.
  • Click the Service Host tab.
  • To host Transaction Services and the POS client on a single workstation, select the corresponding
    Service Host name from the Service Host drop-down list.
• Click the Transactions tab.
  • Enter the Minimum Check Number and the Maximum Check Number to use.
  • From the Default Order Type drop-down list, select the order type that the Transaction Services client uses.
  • Ensure that the Cash Drawer Settings show 0 (zero).
• Click the Order Devices tab.
  • Select all order devices that use the Transaction Services client for the revenue center shown in the list. If multiple revenue centers use Transaction Services, select the appropriate order devices for each revenue center.
• Click the Printers tab.
  • For each printer, click the Select link, and then select the printer to use for each print job.
• Click the Revenue Centers tab.
  • Select the revenue centers in which this instance of Transaction Services operates.
• Click the Devices tab, and then ensure that no peripheral devices appear.
• Save the changes once complete by pressing the button in the above toolbar.

1-I) Configuring the Transaction Services Employee

Transactions that are created and altered by the Transaction Services client must be associated with a default transaction employee in Simphony. You need to create an employee record that is not associated with a member of the staff, and is solely used for the Transaction Services client to post records to Simphony.

• Select the Enterprise, property, or revenue center, click Configuration, and then click Employee Maintenance.
• Click the Insert Record button to add an employee.
• From the Add Employee dialog box, select Add Employee From Template.
• If you created employees previously, click Employee to Copy, and then select an existing employee to copy.
• Enter the first name and the last name of the employee.
  • SkyTab Employee
• Assign the employee with an operator record in the revenue center in which Transaction Services operates. Take note of the employee record number.
• Select the Property and the Revenue Center, and then click OK.
• Click Save.
• Go to the POS client workstation, and run the CAL, selecting the workstation you configured through step 1-H.
• After the CAL installation is complete, navigate to the EGatewayService directory from the workstation, open the web.config file, and then verify that the file contains the correct Api_WorkstationID value.

1-J) Transaction Services Client License Count

• Return to the EMC and select the Enterprise Level in the menu, select Enterprise Parameters, then select the License Configuration Tab.
• Adjust the Transaction Services Client License Count to the total number of processing terminals.
  • This includes:
    • Simphony Workstations
    • SkyTab Terminals
• Save the changes once complete by pressing the button in the above toolbar.

2. Installation

2-A) Setting up the SkyTab folder

• Download the Shift4 SkyTab Service file folder, it will appear as:
  • Shift4_Skytab_Service_v1.0.0.X
• Once the folder is downloaded onto the interface computer, it will need to be extracted into the ProfessionalServices folder created previously.
  • To extract the folder, right-click on the zip file.
  • Select Extract All.
  • On the window pop up, select Browse.
  • Set the destination folder to C:\MICROS\ProfessionalServices\Shift4SkyTabService.

• Once set, select Extract.
• Verify that the files did extract correctly in the folder, you will see:
  • Bin folder
  • Install Shift4 Service
  • Log4net.config
  • Manage Shift4 SkyTab Service
  • Shift4_SkyTab_Service.exe
  • Shift4_SkyTab_Service.exe.config
  • Uninstall Shift4 Service

2-B) Installing the Service

• Navigate to C:\MICROS\ProfessionalServices\Shift4SkyTabService and double click Install Shift4 Service.
• A window will appear and ask to enter the desired service name, do not change it, and select OK.

• Verify the service installed by opening services.
  • Open up the windows start menu, enter Run.
  • In the Open section, type in services.msc and select OK.
  • This will bring up the services window.
  • If installed correctly you will see the following:

• Do not start the service, move on to the next section.

2-C) Setting up the Manage Shift4 SkyTab Service

• In the C:\MICROS\ProfessionalServices\Shift4SkyTabService folder, double-click the Manage Shift4 SkyTab Service .exe file to open the program.

Setting up the POS Product Line

• Navigate to the POS Product Line tab.
• Verify that the software is set to Simphony 2, then select Save Settings.

Setting up the SkyTab Configuration Section

• Once the Manage Shift4 SkyTab Service program is open, Navigate to the Azure Relay Configuration Setup tab.
  • Azure Relay Configuration:
    • Client Key: This will be where the Service Key Value is entered from the SkyTab setup sheet.
    • Client Key Name: This is labeled as the Service Key Name on the SkyTab setup sheet.
    • Azure Relay Name: This is labeled as the Azure Service Path on the SkyTab setup sheet.
    • Azure Service Namespace: This is labeled as the Azure Service Namespace on the SkyTab setup sheet as well.
  • Once the information is entered, be sure to save it by selecting the Save Settings button before moving on to the next section.

Setting up the Logging Options Section

• Navigate to the Logging Options tab.

• Once on the Logging Options tab, be sure to check Enable Cloud Logging.
• Fill out the following:
  • Location Identifier: Merchant’s MID
  • Region: us-east-1
  • logGroup: /Micros/ISV/Skytab
  • Cloud Watch Access Key: AKIAZLLOBF24KLQVOOYR
  • Cloud Watch Access Secret: NWm5usVBYyr7aB2ulkJ9kuJhcKOnjeO23EZM2F6h
  • Leave the dropdown as Debug.
• Once the sections are filled out, save settings and move on to the next tab setup.

Setting up the Simphony Configuration

• Navigate to the Simphony Configuration tab.
• Check and enable all menu levels.

• Once completed, save settings and move on to the next section.

Setting up the SkyTab Configuration Setup

• Navigate to the SkyTab Configuration Setup tab.
• Verify that the following are checked:
  • Enable SkyTab Staff Order at the Table
  • Enable SkyTab Pay at the Table

NOTE: All other check option boxes below Special Prep Menu Item are optional. Please set up the check boxes to the discretion of the merchant/dealer.

• Transactions services URL for Simphony: Enter the URL for this Transaction Services instance
  (e.g., http://[IP ADDRESS]:[PORT]/Egateway/SimphonyPosApiWeb.asmx).
• Default RVC: This RVC will be used when querying employees or available RVCs.
  • This needs to be the record number from Simphony2 EMC RVC Configuration.
• Default Employee ID: This ID will be used when querying other employees or available RVC’s from Transaction Services.
• Menu Department Grouping: This value allows dierent presentations of the menu based on how the menu was originally built. Suggestions based on priority are SLUGROUPS, SLUS, FAMILYGROUPS. Changing this value requires a service restart, followed by the SkyTab device being rebooted for the menu presentation to be updated.
• Special Prep Menu Item Object Number: Select a menu item placeholder that allow special prep messages to be sent to the bar or kitchen.

Optional:

• Allow View All Checks: This allows all employees access to the ‘all checks’ tab in the application.
• Allow employee sign In via magstripe reader: This needs to be enabled on each A930 device by special request.
• Hide menu Items that are marked Workstation Only: This option allows the menu items in the POS Configurator marked with workstation only option bit to be omitted in the menu provided to the SkyTab device. This requires restart of the service followed by rebooting the SkyTab for the change to pickup.
• Do not present 86’d items on SkyTab Menu: This option allows 86’d items to be omitted in the menu provided to the SkyTab device. This requires restart of the service followed by rebooting the SkyTab for the change to pickup.
• Allow Employee Menu Request to represent Employees current Signed in RVC.

Tender Media:

• Print Tender: Record number from EMC.
• Send and Stay Tender: Record number from EMC.
• SkyTab Transaction ID Number: Record number from EMC.
• SkyTab Tip Service Charge: Record number from EMC.
• Shift4 Visa\MC: Record number from EMC.
• Other Accepted Tender Types: Record number from EMC. Once all required sections are completed, select Save Settings.

3. START THE SKYTAB SERVICE TO BEGIN USAGE

• Start the service by following below:
  ○ Open up the windows start menu and enter Run.
  ○ In the Open section, type in services.msc and select OK.
  ○ This will bring up the services window.
  ○ Select the Shift4_SkyTab_Service.
  ○ Select Start.