Enterprise Information Portal

Copyright 2005 MICROS Systems, Inc. Columbia, MD USA All Rights Reserved

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
Adobe and Acrobat Reader are trademarks of Adobe Systems, Inc. Microsoft, SQL Server, Excel, Windows ,Visio 2000 are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Sun, Sun Microsystems, the Sun Logo, and Java are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and other countries. This product includes software developed by the Apache Software Foundation (http://www.apache.org/).

Design & Production

This manual was written with Microsoft Word 2000.

Printing History

New editions of this manual incorporate new and changed material since the previous edition. Minor corrections and updates may be incorporated into reprints of the current edition without changing the publication date or the edition number. Edition 1 2 4
st nd

Month June August January

Year 2002 2002 2005

Software Version 1.00 1.10 3.30 4.0

3rd
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December 2004

Enterprise Information Portal

Contents

Introduction
More! .................................................... 4

Open the Portal

Log In.................................................... 5 Navigate Side Menus ............................ 6

View Reports
Change Dates ........................................ 7 Change Other Parameters ..................... 9 Save Changes........................................ 9 Set Favorites ....................................... 10 Select a Home Report ......................... 10 Drill Down .......................................... 11 Export ................................................. 12

View Charts
Change Parameters ............................. 13

Configure myPages
Set Preferences.................................... 15 Set Contents ........................................ 15 Set Layout........................................... 16

Use the Red Book

Add a New Entry ................................ 18 Post a Follow-up ................................. 19 View the History................................. 20

Enterprise Information Portal

Introduction
More!
The Enterprise Information Portal gives you more: more emphasis on business analysis than point of sale operational activity more restaurants from an individual site to the entire enterprise. more metrics than many POS reports contain. For example, the means to compare the performance of two restaurants.
Anytime, Anywhere

The Enterprise Information Portal delivers reports and charts over the Internet. It is available at any time, from anywhere that an Internet connection is available: from corporate headquarters, from a laptop on the road, or from the couch at home.
Scope

Like POS reports, Portal reports are available on a variety of scales. Reports can be taken for an individual restaurant, for selected individual restaurants, for a predefined group of restaurants (i.e., a district), or for the entire enterprise.
Depth

POS reports tend to be composed of totals of sales, of labor hours used, etc. The Portal allows you to drill down into specific report totals, to view the underlying subtotals, data, and finally the check detail that support those totals.
Near-Real-Time Results

Reports and charts display immediately when requested, and their information is current to within 15 minutes. Restaurants post data to the myInsight Data Warehouse at 15minute intervals no need to wait for end-of-day posting, no waiting for a database or report to compile each time a request is made.
History

The myInsight data warehouse retains POS data at the transaction detail level for 13 months. Guest check data (and associated reports) from this time last year are immediately available.
Output

Reports can be: viewed online printed saved to disk exported in any of several formats: Excel, Acrobat, CSV

Security

Access to information from within the enterprise is controlled by roles. These groups similar to an Employee Class in a POS determine what reports, charts, and tasks are available to each user. External security is provided by industry-standard safeguards, including 128-bit encryption of transmissions, Cisco Pix firewalls, and Oracle database security features.

Enterprise Information Portal

Open the Portal

The mymicros.net Enterprise Information Portal uses an easy-to-follow web interface.

Log In
Navigate to www.mymicros.net. Enter the username, company name, and password provided by your system administrator.

After you log in, the portal opens. Each enterprise can customize the portal to meet its specific needs. So while we can't show your exact configuration, it might resemble this:

Enterprise Information Portal

Navigate Side Menus

Side Menus are groups of selections that display on the left of the screen. The selections are called portlets. They may include charts, reports, or links to other web sites. Your system administrator decides which portlets are available to users who share your role. Other users may see a different selection when they log in, based on the portlets that display for members of their role.

Enterprise Information Portal

View Reports
Select one of the reports listed on the side menu, such as Daily Operations. The report displays immediately on the portal.

Change Dates
By default, reports run for today's date. To change this, use the Modify Report menu at the top of the portal screen. The changes are instantly reflected in the report.

The dropdown list below Business Dates is a shortcut to frequently used dates (such as A Week Ago Today.)

Enterprise Information Portal

To select specific dates, select Business Dates. This menu displays a calendar control that allows you to select a single business date, a date range, or a group of separate dates. The date selected for the report displays in the Selection window to the right.

If your organization has created a separate financial calendar to match your fiscal year, you can select that financial calendar in View.

Click one or more dates in the calendar grid for specific dates. The selected date is highlighted in green, and that date displays in the Selection window. Select an entire week by clicking the arrow to the left of the row. Select the weekdays in a month by clicking the column heading.

Select a single day by clicking that date.

Select an entire month by clicking the month name.

Click and drag the mouse to select a date range.

Select a group of unconnected dates: click each day while pressing the Ctrl key.

Enterprise Information Portal

Change Other Parameters

By default, reports use the entire enterprise as the scope-- all revenue centers, all order types. To change these parameters, use the Modify Report menu at the top of the portal screen to select different revenue centers or order types. The changes are instantly reflected in the report.

The dropdown lists allow a single selection. To select multiple revenue centers or order types, select the control for each.

Save Changes
You can save changed report parameters as the new default.

Select the Preferences tab on the Modify Report menu at the top of the screen. Select Save. When you select this report from the side menu in the future, it runs with the parameters you saved.

Enterprise Information Portal

Select Save As to create a customized alternate version of this report, which displays under its own name in the Other Reports portlet.

Set Favorites
You can designate specific reports as your favorites. These reports display in the Reports side menu, even if they were originally listed under More Reports. Favorite reports are marked with a star , instead of the standard red ball .

Launch a report, then select the Favorite tab on the Modify Report menu. Select Set Favorite. The report displays in the side menu, with a gold star beside it.

Select a Home Report

You can select one report to be your Home Report. The Home Report launches and displays immediately whenever you log in.

Launch a report, then select the Favorite tab on the Modify Report menu at the top of the screen. Select Set as Home Report. Each time you log in, this report will launch. Enterprise Information Portal 10

Drill Down
If a report total is underlined, then that total is linked to one or more underlying reports of supporting detail.

1 Click an underlined total 2 to drill down to the next level. 3 Click an underlined column heading to sort a report by that heading. 4 You can continue drilling down, to an individual guest check. 5 After drilling down, click a bread crumb to return to any previous level.

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Export
After a report is run, it can be exported in a variety of file formats. Select one of the export icons from the Modify Report menu at the top of the screen.

Portable Document Format

To export in .pdf format, you must have Adobe Acrobat Reader, version 5.05 or higher, installed on the PC you are using. Select .the Adobe Acrobat icon and the system launches Acrobat Reader, loads the report as an Acrobat file, and displays the file on the PC. You can then save the file, in .pdf format, from the Acrobat Reader menu bar. Adobe Acrobat Reader can be downloaded without charge from Adobe Systems, Inc. at http://www.adobe.com/products/acrobat/readstep2.html. Acrobat Reader is used for all MICROS documentation, so it's a good idea to have this application loaded on your system anyway.
Earlier versions of Adobe Acrobat Reader (v4, etc.) may not offer the Save feature. Excel Workbook

To export in .xls format, you must have Microsoft Excel 97 or higher loaded on the PC you are using. Select .the Microsoft Excel icon and the system launches Excel, and displays the report as an Excel workbook file. You can then save the file in any of the formats supported by Excel: as a Microsoft Excel workbook, as a text file (.txt), as a formatted text file (.prn), or in the format used by several other popular spreadsheet products.
Comma Separated Values

Select the Comma Separated Values icon to export in (.csv) format. The report is exported in this format to a separate browser window. You can then save this to your hard disk in hypertext (.html) or text (.txt) format.

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View Charts
Select one of the charts listed on the side menu, such as Daily Operations. The chart displays immediately on the portal.

Change Parameters
To change the metrics for a chart, click the center of the chart. A selection window displays, superimposed over the chart.

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Use the Dimensions and Measures window to change dates, locations, and dimensions for this chart. These changes can be applied to the current chart, or saved as preferences. Note that, unlike reports, charting information is available for an eight-day range (i.e., this day last week.)

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Configure myPages
The opening screen of the portal is called myPage. myPage can be different for every user. You can configure the contents of this page as you wish, for at-a-glance display of the reports, charts, and other functions that are most important to you. When you log out, any changes you have made to myPage are saved, and they display the next time you log in. None of your changes affect any other user. They are linked to your username. Your site may have enabled the my2ndPage and my3rdPage options, which give you three pages of information to customize to your needs. Changes to the myPage configuration are performed using the Change bar, located in the upper right corner of the portal window.

Set Preferences
Click Preferences. The following window displays on the page:

Select a preferred Language and Time Zone. The Style selection is purely cosmetic it changes the color scheme that displays when you log in. Click Save to keep your changes, or Cancel to leave the default preferences in place.

Set Contents
Click Contents. A window similar to the following displays on the page:

Your system administrator determines which items are listed in the contents window. The list may be different for different users. Enterprise Information Portal 15

Set Layout
After selecting the contents of myPage, change the position and size of the portlets that display on myPage. Click Layout. The portlets you selected from the Contents menu display as empty frames.

Click and drag the center of any portlet to move it to a new position on the screen.

Click and drag the blue square in the lower right corner of a portlet to resize it. Click Save to keep the new layout for myPage.

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Use the Red Book

Many restaurants use a log book (called a Red Book in restaurant jargon) for communication with and between managers. The portal provides a searchable version of this book and you don't have to be in the store to read it. Select Red Book from the side menu. The managers' log displays on the portal, with the most recent entries at the top. Seven days of entries are displayed. Entries older than seven days can be read using the View History option. Five columns in the center of the page display each entry's category: People, Product, Equipment, Quality/Service/Cleanliness, or Other.

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Add a New Entry

To post an entry, click Add New Entry in the options bar. The entry form displays.

To add a new entry: 1. Select the shift from the dropdown menu. 2. Type the message or log entry. 3. (optional) Select a Category. Assigning a Category to each entry makes it easier to filter entries when viewing the history. 4. (optional) Select a Priority. If this entry is important, or requires followup, check the appropriate box. 5. (optional) Enter instructions for other managers in the To Do text window. 6. Click Add to post this entry to the log, or Cancel to quit.

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Post a Follow-up
You can post a follow-up to any existing Red Book entry. This allows managers to have a dialogue on a topic. Select an existing log entry to be updated by clicking its radio button in the left column. Then click Update an Existing Entry in the options bar. The update form displays. All previous entries on this topic are listed at the bottom of the form, for reference.

To add an update: 1. Type the message or log entry. 2. (optional) Select a Category. Assigning a Category to each entry makes it easier to filter entries when viewing the history. 3. (optional) Select a Priority. If this entry is important, or requires followup, check the appropriate box. 4. (optional) Enter instructions for other managers in the To Do text window. 5. Click Add to post this update to the log, or Cancel to quit.

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View the History

You can search the Red Book for log entries. The search can be filtered in a number of ways. Click View History in the options bar. The search form displays.

To view one or more entries: 1. Select a start and end range for dates in the Date From and Date to fields. Click the icon next to each field to launch a small calendar interface. 2. (optional) Select a shift, or All shifts. 3. (optional) Select one or more Categories to include. 4. (optional) Select one or more Priorities. 5. Click View to display all of the entries that match the search criteria, or Cancel to quit.

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