OPUSeries Build 19 Revenue Management Operations Manual

Transcription

1 OPUSeries Build 19 Revenue Management Operations Manual B19_RevMgmt_

2 Date: Monday, December 1, 2014 Notice of Rights: Copyright 2014 Amano McGann, Inc. All rights reserved. This document contains proprietary information and such information may not be reproduced whole or in part without written permission from: Amano McGann, Inc Patton Road Roseville, Minnesota Notice of Liability: Amano makes no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation, warranties of fitness for a particular purpose. Amano reserves the right to make equipment changes and improvements that may not be reflected in this document. Portions of this document may have been updated to include the latest hardware or firmware version, if applicable. We recommend that this document be read in its entirety before any attempt is made to operate the equipment. Trademark Notice: Amano is a registered trademark of Amano Inc. All other trademarks are the property of their respective owners. Contact Information: Every effort has been made to ensure the accuracy of this document. If you have comments, question, or ideas regarding this document please send them to Amano via to: or, via postal mail to: techwriter@amanomcgann.com Amano McGann, Inc. Technical Writer 2699 Patton Road Roseville, Minnesota For more information about Amano s complete line of products, visit our web site at: Date Monday, December 1, 2014 Product Amano McGann Build/Revision B19R12 Model Revenue Management Document Type Operations Manual Version A1 Company Name - Long Amano McGann, Inc. Company Name - Short Amano McGann Street 2699 Patton Road City/State/Postal Code Roseville, Minnesota Telephone (612) Fax (612) info@amanomcgann.com Website Copyright Copyright 2014 Amano McGann, Inc. All rights reserved. File Name B19_RevMgmt_ Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

3 BUILD 19 REVENUE MANAGEMENT MANUAL BUILD 19 REVENUE MANAGEMENT OPERATIONS MANUAL STARTING REVENUE MANAGEMENT Revenue Management Overview Starting the Revenue Management Application Revenue Management Screen Revenue Management Toolbar Setting up Revenue Management... 7 SETTING PROGRAM OPTIONS... 8 TREE VIEW MENU OPTIONS The Comment Option The Properties Option Lane Module Menu Options Renaming a Lane Module Printing Lane Module Configurations Adding a Site Site Menu Options Renaming a Site Removing a Site Synchronizing Times Setting the Site Counters Period Adding a Port Network Port Setting Port Properties Changing a Port Number Removing a Port Enabling and Disabling a Port Setting the Port Counts Period Adding a Device Changing Device Properties Renaming a Device Removing a Device Moving a Device Enabling and Disabling a Device Viewing and Hiding Device Transactions Opening Transaction Windows Setting the Device Count Period Alarms View Active Alarms Clearing, Acknowledging, and Disabling Device Alarms Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

4 3.8 Macro Options Adding Macros Renaming Macros Removing Macros Executing Macros Adding a Macro Event AMG AMG AMG-6000/ AMG AMG THE FILE MENU Switching to/opening iparcprofessional Programs Printer Setup THE VIEW MENU Opening Transaction Windows Closing All Transaction Windows Setting Display Options Display the Status Bar Display the Tree View THE REVENUE MENU Programming Devices Ticket Status DATA MODULE Data Module File Menu Data Module Utilities Menu The Database Menu The Ticket Tracking Menu The Macro Log Menu Dialog Display Preferences THE UTILITIES MENU The Setup Menu Setting Alarm Conditions Configuring Transaction Windows The Password Menu The Database Menu THE WINDOW MENU THE HELP MENU Contents About Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

5 STARTING REVENUE MANAGEMENT 1.1 Revenue Management Overview Revenue Management is a cash management system that communicates with revenue computers, ticket dispensers, Paystations, and lag-time readers. One or more revenue computers are able to communicate with a PC. The iparcprofessional software offers site configuration, revenue computer programming, and report generation features. 1.2 Starting the Revenue Management Application To open Revenue Management, click the Windows Start icon and click the down arrow to display all programs. Click the Revenue Management tile. The Revenue Management splash screen is displayed while the program is loaded. See section 11.2 About for details on displaying the splash screen once Revenue Management has loaded. See the next page for an overview of the Revenue Management application. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

6 1.3 Revenue Management Screen Menu bar Application Title bar Tree View: Click the and icons to expand or collapse menus. Right click tree menu options to view sub-menus Toolbar: Offers quick access to menu options. Status bar: Displays communication status, application actions, data and lane module status, and the signedon user. Collapses all expanded menus Show/Hide comments Show/Hide properties Refreshes the screen for the most current module connections and status Show/Hide remote lane modules View devices Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

7 1.4 Revenue Management Toolbar Comm: The communications window allows users to start or stop site communications. Tickets: Select the Tickets icon to track the status of individual tickets. Users can filter ticket information so only tickets meeting set criteria display, or tickets can be sorted according to an order defined by the user. Macro: Allows users to manually activate the selected macro. When the macro is activated, a message displays in the application message panel notifying the macro has completed. Windows: Open or close device transaction windows. Users can view ticket dispenser, Paystation, lag-time reader, and fee computer transactions. All transactions occurring while transaction windows are not open are stored and saved on the data module in the activity file. Alerts: Access the Notification web page. Alerts are used to alert users via of user-specified alarms, count differential snapshots, or reports. Help: Access the Amano McGann online help website. Password: Sign on/off iparcprofessional applications. Set password options, edit user groups, and configure password server connection info. 1.5 Setting up Revenue Management Before running Revenue Management, users must set up several options. This setup should be done after the software installation is complete and all hardware devices are installed. The following should be set up: password options, user groups, user group properties, users and passwords, and the password data module. See The Password Menu in the Report Generator Operations Manual for further instruction on password options. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

8 SETTING PROGRAM OPTIONS Program options should be set before using Revenue Management. The Options menu allows users to set option preferences for data module addresses, receiving transactions, clearing transactions on close, audible alarms, expanding alarms, and default counts From time. Click the icon beside Options to expand the Options menu. The tree view menu is located on the left side of the Revenue Management screen. To change the setting for an option, doubleclick the desired option. An Options dialog displays for the selected option. [Fig. 2.0A] Enter the new value for the option. If a dropdown arrow is displayed, click the dropdown arrow to display the available options. Select the desired option. Press OK to exit and save the changes or Cancel to exit without saving. Below is a description of each configurable option: Revenue Web URL: Revenue Management service URL Data Module Address: IP Address of the Revenue data module Receive Transactions: Receive and view transactions if True. False will disable receiving/viewing transactions. If set to False, transactions are saved on the data module in the activity file. Clear Transactions on Close: Determines whether to clear transactions when transaction windows are closed. To clear transactions after a transaction is closed, set the value to True. To keep previous transactions in the transaction window, set the value to False. Audible Alarms: Users are notified of alarms by a loud beep. Set the value to False to disable audible alarms. Set the value to True to enable audible alarms. The user is also notified of alarms in the statusbar. The statusbar begins flashing and says Alarms while the communication icon changes from green to red. Expand Alarms: If enabled, the Alarms menu is automatically expanded to display alarms as they occur. If disabled, alarms are not automatically expanded. The user must expand the menu to view occurring alarms. Default Counts From Time: Allows users to specify the time from which to view counts. The time set in the program options is applied to all lane modules, sites, ports, and devices. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

9 TREE VIEW MENU OPTIONS The tree view menu is located on the left side of Revenue Management. If the tree view is not displayed, click View from the menu bar and select Display Tree View. The menu options in the tree view allow users to add/modify sites, ports, and devices. Users can also view alarms, site, port, and device properties, enter comments, and view/hide transactions. To collapse all tree view levels at once, press the Unexpand All Tree View Levels button in the lower-left corner of Revenue Management. All tree view levels collapse. To refresh the screen for the most current lane module connections and status, press the Refresh Tree View button in the lower-left corner of Revenue Management. The screen is refreshed. To view remote lane modules, press the Show/Hide Remote Lane Modules button in the lower-left corner of Revenue Management. A depressed button indicates remote lane modules are visible. To hide remote lane modules, click the same button so it is not depressed. When the button is not depressed, remote lane modules are hidden. This option is not available on client modules. To view only devices in the tree view menu, press the View Device button in the lower-left corner of Revenue Management. A depressed button indicates only devices are visible. To view devices and all other tree view options, click the button once more so the button is not depressed. 3.1 The Comment Option The comment option allows users to enter/view comments for lane modules, macros, sites, ports, and devices. The comment icon is clear when there are no comments. When a comment is entered, the icon displays with lines representing text. To enter a comment, double-click on the comment option under the desired menu item. The Comment dialog displays listing the selected item. [Fig. 3.1A] Enter a lane module comment Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

10 Enter the desired comment in the white space. Press OK to save the comment, Clear to remove the current comment, or Cancel to exit without saving changes. Note: To view/hide the comment option from the tree view, press the Show/Hide Comment button in the lower-left corner of Revenue Management. A depressed button indicates comments are visible. When the button is not depressed, comments are not visible. 3.2 The Properties Option The Properties option allows users to edit/view properties for lane modules, macros, sites, ports, and devices. To view properties for the selected menu item, expand the properties menu by clicking on the button. The properties for the selected menu item display. To collapse the menu, click the button. To change a property, right-click on the desired property. When the option dialog displays, make the desired change. Note: To view/hide the Properties option from the tree view, press the Show/Hide Properties button in the lower-left corner of Revenue Management. A depressed button indicates properties are visible. When the button is not depressed, properties are not visible. 3.3 Lane Module Menu Options Use the Lane Module menu options to modify existing lane modules, view or hide lane module transactions, print lane module configurations, or add a site to the selected lane module. Expand the desired lane module s Properties menu by clicking the Double click the desired property. icon. [Fig. 3.3A] Double click Startup Site to display the Startup Site Properties window. Select the startup site from the dropdown list. All sites entered under the lane module are included in the dropdown list. Press OK to save the property change or Cancel to exit without saving Renaming a Lane Module Right-click the lane module to rename. Select Rename modulename. Enter the new module name and press OK to save the name or Cancel to exit without saving the change. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

11 3.3.2 Printing Lane Module Configurations Lane module configurations can be printed to display the properties of the lane module. The lane module configuration is printed to the default printer. To print a lane module configuration, right-click the desired lane module and select Print Lane Module Configuration. The lane module configuration is printed. If the default printer is not configured, a pop-up is displayed notifying the user that a printer error has occurred. 3.4 Adding a Site Add a site to the lane module by right-clicking the desired lane module and selecting Add Site. The Add Site menu is displayed with the selected lane module name in the title bar. Enter the name of the site in the Name field. Enter the desired Synchronization Time. The synchronization time determines when the site s device times are synchronized. Devices can be synchronized once per day. Windows 7 and OPUS devices are not affected by the synchronization time as they use NTP to set the time. [Fig. 3.4A] Place a check beside Auto Synchronization Enabled to automatically synchronize devices at the set time. If not enabled, the device times do not synchronize regardless of the time set in the Synchronization Time field. Place a check beside Ticket Tracking Enabled to track tickets issued at the site. If not enabled, tickets issued from devices at the site are not tracked and are not retrieved when the Ticket Status option retrieves tracked tickets. Place a check beside Pass Void Tickets By Lot to enable the lane module to look for voided tickets. If not enabled, voided tickets may be used at all lots except the lot where the voided ticket was issued. Click OK to save the new site or Cancel to cancel the site creation. Note: Add Site settings are displayed in the Site Properties menu. To view or change the site properties, open the appropriate Properties menu. Note: If a lane module becomes disconnected, it turns red and an alarm flashes. Right-click on the appropriate lane module to remove the lane module. Select Yes at the prompt to remove the disconnected lane module or No to cancel the removal. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

12 3.4.1 Site Menu Options Site menu options allow users to rename/remove the site, synchronize device times, view or hide site transactions, tracked ticket status, and add a port to the selected site. Expand the site by clicking the button. Expand the Properties menu by clicking the button once more. Right-click the desired property to alter. Adjust the current property as desired. Press OK to save the change or Cancel to exit without saving the change. See section 4.4 Adding a Site for a description of the available site options Renaming a Site Right-click the desired site. Select Rename Site from the sub-menu. Enter a new name for the site and press OK to save the change or Cancel to exit without saving the change Removing a Site Right-click the site to remove. Select Remove Site from the sub-menu. Select Yes at the prompt to remove the site or No to cancel the removal of the site Synchronizing Times The Synchronize Time option allows a user to manually synchronize the times of all devices connected to the selected site. Times are immediately synchronized once the option is clicked. Windows 7 and OPUS devices are not affected. To manually synchronize device times, right-click the site to synchronize and select Synchronize Time. The device times are synchronized Setting the Site Counters Period The Site Counts Period option is responsible for viewing the activity counts occurring at the selected site during the selected time. Right-click the site for which to set site counts. Select Site Counts from the submenu. The Site Counts Period menu is displayed. Enter the From and To dates and times. From defaults the time set in Default Counts From Time while To defaults to the current system time. Use the dropdown calendars to select the desired dates. [Fig. 3.4B] Press OK to view the site counts period or Cancel to exit. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

13 The Site Counts menu displays listing the selected site, dates and times. [Fig. 3.4C] Count types are displayed on the left and their count values on the right Each available count for the site is listed on the left half of the window and its corresponding count value is displayed on the right half of the window. Place a check beside Open and Close this window with transaction windows to open and close the Site Counts menu when transaction windows open and close. Press Refresh to refresh the counts window. Press the red X when finished viewing the counts. 3.5 Adding a Port Right-click the site to which to add a port and select Add Port from the submenu. The Add Port menu displays listing the selected site in the title bar. Use the Port Number dropdown to add the desired port to the site. Port numbers up to 99 may be added. The available ports are set by Windows Server and Card Access. See the Build 19 Card Access Operations Manual for details on configuring ports. Select the speed of communications using the Baud Rate dropdown. Continue selecting the connection information for the Parity, Data Bits, Stop Bits, and Connection Type. Press OK to save the changes or Cancel to exit without saving. [Fig. 3.5A] Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

14 3.5.1 Network Port A network port is used for connecting OPUS devices to Revenue Management. Select Network Port from the Port Number dropdown to add the network port. OPUS devices are added to an Unassigned network port upon initial connection to Revenue Management. Assign an OPUS device to the new network port by clicking and dragging the unassigned OPUS device to the new network port Setting Port Properties Expand the port tree by clicking the button. Expand the Properties for the port. Right-click the desired property to alter. The Properties menu displays for the selected property Changing a Port Number [Fig. 3.5B] Right-click the desired port to change and select Change Port from the submenu. Use the dropdown list to select the new port number. The available ports are configured by both Windows Server and Card Access. Press OK to save the new port number or Cancel to exit without saving Removing a Port Right-click the port to remove and select Remove Port. Select Yes at the prompt to remove the port or No to cancel the removal of the port Enabling and Disabling a Port Enable/disable a port by right-clicking the port and selecting Enable/Disable port. If the port is enabled, the port icon changes to a blue outline indicating the port is enabled. If the port is disabled, the port icon is grayed out. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

15 3.5.6 Setting the Port Counts Period The Port Counts Period option is responsible for viewing the activity counts occurring at the selected port during the selected time. Right-click the port for which to set the port counts period and select Port Counts from the sub-menu. The Port Counts Period menu is displayed. Enter the From and To dates and times. From defaults to the time set in Default Counts From Time while To defaults to the current system time. Use the dropdown calendars to select the desired date. Press OK to view the port counts or Cancel to exit without viewing the counts. [Fig. 3.5C] Each count type is listed on the left and its corresponding count on the right A list of counts types is displayed on the left half of the menu and their corresponding counts on the right half of the menu. Place a check beside Open and close this window with transaction windows to open and close the Port Counts menu when transaction windows open and close. Press Refresh to refresh the current port counts. Press the red X to close the menu when finished viewing the counts. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

16 3.6 Adding a Device Right-click the port to which to add a device and select Add Device from the sub-menu. The Add Device menu is displayed with the selected port listed in the title bar. Enter the description for the device in the Name field. Select the type of device from the Type dropdown. The fields below Type are changed according to the device type selected. If AMG-2000, AMG-6000, or AMG-4500 are selected, the Firmware/Version dropdown becomes available. The firmware dropdown refers to the RWPV firmware chip in the device. If AMG-5200 is selected, the Firmware/Version field refers to the Fee Computer program version number. Enter the appropriate poll address (machine number), poll delay, lot number, and lane number as necessary. [Fig. 3.6A] Place a check beside Central Pay if the device is a central pay. Press OK to add the device or Cancel to cancel the device addition Changing Device Properties Expand the desired device by clicking the button beside the device. Click the button beside Properties to display the current device properties. Right-click the desired property to alter. Use the dropdown list to select the new value or enter a new value if a dropdown list is not available. [Fig. 3.6B] Renaming a Device Right-click the device to change and select Rename Device from the sub-menu. Enter a new name for the device in the Rename Device dialog. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

17 3.6.3 Removing a Device Right-click the device to remove and select Remove Device from the sub-menu. Select Yes at the prompt to remove the device or No to cancel the removal Moving a Device To move a device to another port, click and drag the device to the new port Enabling and Disabling a Device To enable/disable a device, right-click the device and select Enable/Disable Device. The device icon is grayed out if the device is disabled Viewing and Hiding Device Transactions To view device transactions, right-click the device for which to view transactions. Select View Transactions from the sub-menu. The device icon displays a V beside the device indicating transactions for the selected device may be viewed. To hide device transactions, right-click the device for which to hide transactions and select Hide Transactions. The V beside the device icon disappears indicating transactions for the selected device may not be viewed. Note: When device transactions are hidden from view, transactions are still saved on the data module Opening Transaction Windows To open a transaction window, right-click a device and select Open Transaction Windows. The transaction windows for the devices are displayed. IMPORTANT: Devices with hidden transactions do not display data in the transaction windows. See section Viewing and Hiding Device Transactions for instructions on enabling the viewing of device transactions Setting the Device Count Period Right-click the device for which to set the device counts period and select Device Counts from the sub-menu. Enter the From and To dates and times. From defaults to the time set in the Default Counts From Time while To defaults to the current system time. Enter the desired dates and times and press OK to view the device counts. Select Refresh from the Device Counts to refresh the count values. Close the Device Counts window when finished. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

18 3.7 Alarms The Alarms menu displays occurring alarms. If programs options are setup to expand alarms, the Alarms menu automatically expands displaying alarms as they occur. If the program is not setup to expand alarms, the user must manually expand the alarms menu to view occurring alarms. To manually expand the Alarms menu, click the button beside Alarms. The Alarms menu expands displaying any occurring device alarms View Active Alarms The Active Alarms option allows users to view the alarming device, the location, and the alarm type occurring. This option only allows users to view occurring alarms and does not allow users to acknowledge or fix any alarms. To view the active alarms, click the Alarms text on the bottom of the statusbar. The Active Alarms menu is displayed. Press the red X to close the window when finished viewing the active alarms. [Fig. 3.7A] Device and its alarm type Clearing, Acknowledging, and Disabling Device Alarms Alarms may be cleared from the screen. Clearing alarms does not eliminate the alarm, but keeps the alarm from appearing again on the screen. To clear a specific alarm, double-click on the alarm to move. Select Yes at the prompt to clear the alarm or No to cancel the alarm removal. The user can also right-click the alarm and select Clear Alarm. The alarm is cleared. To clear all alarms from the screen, right-click Alarms in the tree view menu. Select Clear Alarms from the displayed sub-menu. Alarms are removed from the screen but continue to occur until the problem is fixed. It is also possible to acknowledge an alarm to prevent the alarm from occurring. To acknowledge an alarm, right-click the alarm and select Acknowledge Alarm. To disable an alarm, right-click the alarm and select Disable Alarm. The alarm is disabled. The change is also recognized in the Alarm Condition settings. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

19 3.8 Macro Options The Macro menu is used to add, edit, and remove macros. It is possible to add macro events using the Macro menu Adding Macros Users can create macros to automatically perform tasks such as running, clearing, or running and clearing reports. To create a new macro, right click the Macros icon in the tree menu. Select Add Macro... The Add Macro menu is displayed. Enter a description of the macro in the Name field. The macro name is displayed when the Macro tab is clicked. Use the Occurs dropdown list to select when the macro occurs. If Manually is selected, the macro will only run when the user runs the macro. If Daily is selected, the macro will run automatically on a daily basis. If the On options are selected, the macro will occur on a specific day of the week, date, weekdays, or on weekends. [Fig. 3.8A] The Day, Date, and Time dropdowns become available depending on the occurrence selected. Press OK to save the macro or Cancel to exit without adding the macro Renaming Macros To rename a macro, right click the macro to rename from the Macros dropdown. Select Rename Macro... from the list of available options. Enter a new name for the macro (up to 30 characters). Click OK to save the renamed macro or Cancel to exit without renaming Removing Macros To remove a macro, right click the macro to remove from the Macros dropdown. Select Remove Macro from the list of available options. Click Yes at the prompt to remove the macro or No to cancel without removing the macro Executing Macros Right click the macro to activate from the Macros dropdown and select Execute Macro, or click the Revenue menu and select Execute Macro, or click the icon. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

20 Select the appropriate lane module and desired macro. The macro is activated and the application message panel displays a message notifying the user the macro has completed on the selected lane module Adding a Macro Event The macro event determines the action the macro performs when activated and allows users to select the site(s) at which to use the macro event. Right-click the macro to which to add a macro event and select Add Event from the sub-menu. The Add Event menu is displayed listing the selected macro. [Fig. 3.8B] Configure the macro for the selected device Use the Type dropdown list to select the type of event being created. Download Program downloads the selected program to the device. All Realtime Inventory Total requests inventory from the OPUS-7000 and AMG-6700 at the user specified time. Coin Hopper Inventory Total requests the inventory for the coin hoppers in the selected Paystations. Note Dispenser Inventory Total requests the inventory for the note dispenser in the Paystations. Note Box Inventory Total requests the inventory for the note boxes in the selected Paystations. Lastly, Coin Box Inventory Total requests the inventory for the coin box in the selected Paystations. If Download Program is selected, the Device Type dropdown menu is displayed. Select the device type to download the program to from the Device Type dropdown. Any added devices are shown in the Device(s) menu. Click the box beside the desired devices to download the program to. Select the Download Options desired. Click Browse button to browse and select a.prg (program) file previously created to program a device. Click Edit to program the selected device. The Download Options selected in the Add Event menu are displayed in the Address Segment section of the Program menu. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

21 3.8.6 AMG-2000 Use the Program tabs to configure System options, enable the gate arm, configure basic operation, enable read when full, set the issue mode, set the management password, edit counters, set the device lot and rate number, set light options, and configure timers. Press Save to save the configuration. Save the configuration to the desired location. Saved configurations can be loaded later via the Browse button. [Fig. 3.8C] Program the device AMG-5000 [Fig. 3.8D] Fee Computer program configuration Use the Configuration tab to configure the general settings of the POS Terminal. Use the Maintenance tab to configure the facility settings on the Terminal. Use the Rates tab to configure rates. Lastly, use the Reports tab to set report settings. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

22 3.8.8 AMG-6000/4500 See section AMG-2000 for details on programming the ExpressParc devices AMG-6800 [Fig. 3.8E] Adjust each item as necessary Version Number: Version of the Paystation Address Segment: The parameter type being altered. Range Setting: Available values and their associated setting. The addresses displayed in the main window contain associated items and values. Adjust the value by double-clicking the existing value beside the desired address/item. The available values are displayed in the Range Setting section. Press Enter to save the altered value. Adjust the addresses as desired. Click Save to save the program files, Close to close without saving, or Download to download the settings to the selected device(s) AMG-7000 See section AMG-6800 for details on programming the Paystation devices. Press OK to save and add the event or Cancel to exit without saving the changes. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

23 THE FILE MENU The File menu allows a user to set printer options, exit Revenue Management, and switch to, or open, other installed iparcprofessional applications. 4.1 Switching to/opening iparcprofessional Programs To switch to/open an iparcprofessional program, click the File menu text in the upper-left corner of Revenue Management. Select the program desired to open from the list of available iparcprofessional programs. Any programs not installed on the server are grayed out and are not selectable. 4.2 Printer Setup The Printer Setup menu configures printer preferences and properties. Use the Printer Setup menu to configure the printing preferences to the facility s needs. Click the File menu in Revenue Management and select Printer Setup. The Print Setup menu is displayed. Select the printer from the Name dropdown. Select the size and source of the paper from the Paper section dropdowns. Select the page orientation using the radio buttons in the Orientation section. Portrait orientation prints the paper longer than wider. Landscape orientation prints the paper wider than taller. [Fig. 4.2A] Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

24 THE VIEW MENU The View menu is used to open/close transaction windows and to set display preferences for both status panel and tree view. 5.1 Opening Transaction Windows A user can open all transaction windows at once to view ticket dispenser, Paystation, lag time reader, and fee computer transactions. To view all transactions, click the View text in the menu bar and select Open Transaction Windows or click the icon. The transaction windows for the selected lane module display on the right side of the screen and display all transactions occurring after the windows are opened. [Fig. 5.1A] Each device type has a separate device window Note: Users can also right-click the desired device to open individual device transaction windows. From the displayed sub-menu, select Open Transaction Windows. The transaction window for the selected device opens. Click the box beside Pause to pause the transaction window. Transactions will continue through the data module but will not be displayed in the transaction window. It is also possible to alter the view of the Transaction window. To view the appearance options, open the Transaction window for the desired device and right click a column. The available options are Hide Column, Unhide All Columns, Reset Window Defaults, Cascade, Tile Horizontally, and Tile Vertically. Hidden columns are displayed when Unhide All Columns is pressed. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

25 Use the Cascade, Tile Horizontally, and Tile Vertically buttons to arrange the transaction windows. The Cascade options stacks and overlaps the transaction windows. Tile Horizontally and Tile Vertically tile the windows left to right and top to bottom. 5.2 Closing All Transaction Windows Close all Transaction windows by clicking View and selecting Close Transaction Windows or by clicking the icon. The Transaction windows for all lane modules are closed. Note: Use the red X in the top-right of each Transaction window to close individual Transaction windows. 5.3 Setting Display Options Display the Status Bar To display the status bar, click View and select Display Status Panel. A check in front of the option indicates the status panel is displayed. To hide the statusbar, leave the option unchecked Display the Tree View To display the tree view, click View and select Display Tree View. A check in front of the option indicates the tree view is displayed. To hide the tree view, leave the option unchecked. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

26 THE REVENUE MENU The Revenue menu allows users to program devices, track ticket status, and execute macros. 6.1 Programming Devices Information may be downloaded to a device from Revenue Management. To program a device, click Revenue and hover over Program Devices. The available devices are displayed. Select Create New if this is the first device to be programmed. Select Load From File if loading the programming information from a file. After specifying the desired data type, a window is displayed from which to specify the drive and directory for the location of the data. Select Load From Device to load data from another device. Select Download to download information to the device. IMPORTANT: Any information downloaded to the device erases all current data in the machine. See section Adding a Macro Event for details. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

27 6.2 Ticket Status The status of individual tickets can be tracked via the Ticket Status menu. Users can filter ticket information so only tickets meeting set criteria display, or tickets can be sorted according to an order defined by the user. To open the Ticket Status menu, click Revenue and select Ticket Status or press the icon. Select the desired lane module and site for which to view ticket status information. Users can also right-click the site for which to view the status of tracked tickets and select Ticket Status from the sub-menu. [Fig. 6.2A] Adjust the current Status of the ticket, if necessary The Ticket Counts section displays the number of outstanding tickets (tickets not yet paid, voided tickets (invalid tickets), and paid tickets. These numbers cannot be manually changed. To view tickets and the status of tickets, hit Retrieve. The system retrieves all non-archived tickets in the database. The number of retrieved tickets displays in the Information Field in blue text. Note: To enable/disable ticket tracking, expand the properties menu of the site for which to enable/disable ticket tracking. Double-click the Ticket Tracking Enabled option and make the desired change. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

28 The Lot and Machine columns display the lot and machine number at which the ticket was issued. The ticket number displays in the Ticket column and the ticket issue date and time displays in the Entry Date and Time columns. The date and time the ticket exited the facility display in the Exit Date and Time columns. The Status column displays the status of the ticket. Outstanding indicates the ticket is not yet paid and has not exited the facility. Paid indicates the ticket is paid but has not exited the facility through the lag time reader. Void indicates the ticket is not valid and the Paystation and lag time readers read the card as invalid. Out indicates the ticket is paid and has exited the facility by passing through the lag time reader. Note: Once the status of a ticket changes to Out, the ticket is no longer tracked and the ticket is not retrieved again. To manually change the status of a ticket, right-click the appropriate ticket in the Status column and select the desired status from the dropdown list. Press the Save button after all desired changes have been made. A message is displayed in the information field showing the save was complete. To select and view specific tickets, or to determine the ticket sort order, press the Selection button. The Ticket Selection Criteria menu is displayed. [Fig. 6.2B] Tickets can be filtered or sorted by two criteria: Filter By and Sort Order. The Filter By criteria displays only tickets meeting the set criteria. The Sort Order criteria displays all retrieved tickets, but in the specified order. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

29 The user can select more than one filtering option and can then set the sort order for all filtered options. Place a check beside the criteria to filter in the Filter By section. Use the associated dropdowns to select the value to filter by. Choose the display order using the Sort Order section. DATA MODULE To display the data module, click the arrow on the Windows taskbar to display background programs. Double-click the Data Module icon. [Fig. 7.0A] The Revenue Data Module main window The top of the screen displays all revenue sites, the time each site connected to the data module, and the key number for each site. The lower half of the screen displays diagnostic information from all revenue sites. The bottom of the screen displays the data module version number, the SQL connection status, and the signed on user. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

30 7.1 Data Module File Menu Use the File menu to hide the Revenue data module. Click the File text in the top-left corner of the data module and select Close Data Module Window. The data module will close but continue to run in the background. The data runs until Revenue Management is closed. 7.2 Data Module Utilities Menu The Utilities menu allows user to set database, ticket tracking, and macro logging options, sign on/off iparcprofessional applications, set password options, add edit, or delete user groups and users check Alerts status, and set display preferences The Database Menu Use the database options to determine where the SQL server is located and to process transactions in the buffer. Adjust SQL database options by clicking Utilities, hovering over Database, and selecting Database Options. [Fig. 7.2A] Enter the SQL connection information Use the Server field to set the location of the SQL server. Select the authentication type. Enter the User Name and password for the SQL server if SQL Server Authentication was chosen. Press Connect to connect to the SQL database. The OK button will not become available until the connection is successful. To processes any transactions in the buffer, click Utilities, hover over Database, and select Process Buffer The Ticket Tracking Menu The Ticket Tracking menu is responsible for setting ticket tracking options and archiving tickets. Navigate to the Ticket Tracking menu by clicking Utilities, hovering over Ticket Tracking, and selecting Ticket Tracking options. The Ticket Tracking Options menu is displayed. Use the scroll arrows to select the number of days after which to archive tickets. All tickets older than the specified number of days are archived automatically. Use the scroll arrows to specify the archive time. Lastly, place a check in the Enable Ticket Archiving box to automatically enable ticket archiving. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

31 Press OK to exit and save the changes or Cancel to exit without saving the changes. To manually archive tickets, click Utilities, hover over Ticket Tracking, and select Archive Tickets. Select Yes at the prompt to archive all tickets in the database or No to cancel the action The Macro Log Menu The Macro Log menu is responsible for adjusting macro logging options and clearing the current macro log. Adjust macro logging options by clicking Utilities, hovering over Macro Log, and selecting Macro Log Options. Use the scroll arrows to set the number of days after which to clear entries. All entries older than the specified number of days are automatically cleared. Select OK to exit and save the changes or Cancel to exit without saving the changes. [Fig. 7.2B] Clear the macro log by navigating to the Macro Log menu and selecting Clear Log Dialog Display Preferences The available data module display preferences are Stay On Top and Pause Display. Stay On Top will always keep the data module window on top off all other applications. The Pause Display button is responsible for pausing all diagnostic information in the data module window. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

32 THE UTILITIES MENU The Utilities menu is responsible for configuring alarm conditions, transaction windows, password options, and database connection information. 8.1 The Setup Menu Setting Alarm Conditions The Alarm Conditions menu determines when to notify users of alarm occurrences. Set the alarm conditions by clicking Utilities, hovering over Setup, and selecting Alarm Conditions. Place a check beside Lane Module Disconnected to set an alarm if a lane module becomes disconnected. To quiet the alarm, right-click he disconnected lane module and select Yes at the prompt to disconnect the lane module, or No to cancel. Place a check beside Port Not Open to display an alarm when the proper Revenue Management ports are not opened. Place a check beside Device Timeout to display an alarm when a device has timed out. Place a check beside Transaction Alarms to display device transaction alarms. [Fig. 8.1A] Use the Device Type dropdown to select the device type to customize alarms for. Use the Select All and Deselect All buttons to select/deselect all available alarms. Save the configuration by pressing the Save Settings button. Save the file to a known location. Load any previously saved settings by clicking the Load Settings button. Press OK to save the changes or Cancel to exit without saving the changes. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

33 8.1.2 Configuring Transaction Windows Use the Transaction Display Setup menu to configure the appearance for each device type transaction window and transaction type. Navigate to the Transaction Display Setup menu by clicking Utilities, hovering over Setup, and selecting Transaction Windows. [Fig. 8.1B] Select the desired foreground and background colors The Transaction Setup section contains the device type and transaction types. The Foreground and Background colors determine the color of the text (Foreground) and window color (Background). The Sample section shows an example of what the Transaction window text would look like with the Foreground and Background colors selected. Place a check beside Transaction Alarm Active to be notified should the selected transaction alarm occur. If a transaction alarm occurs, the system beeps briefly and the transaction window with the alarm displays. Note: Transaction Alarms must be enabled in the Alarm Conditions menu for the Transaction Alarm Active feature to function. See section Setting Alarm Conditions for instructions on configuring transaction alarms. Use the Base Grid Color Setup section to set alternating row colors. Select the Foreground and Background colors for both lines. The Sample section shows an example of what the Transaction window text would look like with the selected colors. Place a check beside Clear transaction window on window close to clear the Transaction window when the Transaction window is closed. Press Close to save the changes or Defaults to return all settings to default. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

34 8.2 The Password Menu The Password menu allows users to sign on/off iparcprofessional applications, set password options, add, edit, or delete user groups and users, and setup the password server. 8.3 The Database Menu The Database menu contains the McGann Database Options sub-menu. Navigate to the Database Options menu by clicking Utilities, hovering over Database, and selecting Database Options. [Fig. 8.3A] Enter the SQL connection information Use the Server field to set the location of the SQL server. Select the authentication type. Enter the User Name and password for the SQL server if SQL Server Authentication was chosen. Press Connect to connect to the SQL database. The OK button will not become available until the connection test is successful. Press OK to exit and save the changes or Cancel to exit without saving the changes. Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

35 THE WINDOW MENU The Window menu allows users to change the appearance of the Revenue Management window. Click the Windows text in the menu bar to display the available appearance options. Use the Cascade option to stack and overlap Revenue Management windows. The top window and title bars of the remaining windows are visible. Use the Tile options to display all Revenue Management windows side-by-side or top to bottom. Tile Horizontally tiles the windows side-by-side and Tile Vertically tile the windows top to bottom. THE HELP MENU 10.1 Contents The Contents menu contains the documentation library for Amano McGann products. Please refer to the documentation library as well as Amano McGann University for questions regarding an Amano McGann product About The About menu contains information regarding the build of Revenue Management and the contact information for Amano McGann, Inc. Version: Version of Revenue Management Serial Site serial number. Build: Build of iparcprofessional [Fig. 11.2A] Licensed to: Name of the site the iparcprofessional software is licensed to Copyright 2014 Amano McGann, Inc. B19_RevMgmt_

36 Copyright 2014 Amano McGann, Inc. B19_RevMgmt_