Retail Analytics Software. User Manual. saleguard.net

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1 Retail Analytics Software User Manual saleguard.net

2 SaleGuard Version User Manual Manual Edition 33112AG , SaleGuard All Rights Reserved No part of this document may be reproduced by any means, electronic or mechanical, for any purpose, except as expressed in the Software License Agreement. SaleGuard shall not be liable for technical or editorial errors or omissions contained herein. The information in this document is subject to change without notice. The information in this publication is provided as is without warranty of any kind. The entire risk arising out of the use of this information remains with recipient. In no event shall SaleGuard be liable for any direct, consequential, incidental, special, punitive, or other damages whatsoever (including without limitation, damages for loss of business profits, business interruption or loss of business information), even if SaleGuard has been advised of the possibility of such damages or whether in an action, contract or tort, including negligence. This software and documentation are copyrighted. All other rights, including ownership of the software, are reserved to SaleGuard. SaleGuard is a registered trademark of SaleGuard in the United States and elsewhere; Windows is a registered trademark of Microsoft Corporation. All other brand and product names are trademarks or registered trademarks of the respective owners. The SaleGuard software includes open source software that is subject to GNU LGPL (Lesser General Public License) and other similar licensing models. If you would like a copy of the source code, as governed by the LGPL, please send, by registered mail, a certified check for $15.00 to cover production and shipping costs. A CD with the applicable LGPL source code will be mailed to you. This offer is good for three years from the original date of purchase. Mail To: SaleGuard ATTN Open Source Compliance, E Knox Ave, Liberty Lake WA This product uses MediaInfo Library ( Copyright MediaArea.net SARL. The following words and symbols mark special messages throughout this guide: Note Tip Caution Text set off in this manner indicates information that is necessary for proper operation of the product. Text set off in this manner indicates information that may be helpful. Text set off in this manner indicates that failure to follow directions could result in damage to equipment or loss of information. SaleGuard Liberty Lake, WA U.S.A AG

3 TABLE OF CONTENTS TABLE OF CONTENTS... 3 INTRODUCTION... 6 Product Description... 6 SaleGuard Professional... 6 SaleGuard Enterprise... 6 Installation Examples... 7 Single Location... 7 Multiple Locations... 7 Network Topography Example (SQL Server/Manager Configuration)... 8 GETTING STARTED... 9 Installing SaleGuard... 9 NETWORK MANAGEMENT Configuring SaleGuard Databases Using the Network Map Network Map Tabs Configuring the Central Database Connection Configuring Intermediate Databases Configuring POS Collectors Configuring Databases Using Regions Create a New Region Adding a Database to a Region Adding a POS Collector to a Region Database Properties Connections Warehousing Settings Maintenance Notifications Backup Changing the SaleGuard System Password Configuring SQL Server Maintenance Default Client Username and Password Licensing SaleGuard Locate the System ID Activate Online Activate by Phone Database Connection Manager SALEGUARD SETUP Adding a Location Mapping a Recorder to the Location Mapping Cameras to Terminals Editing Operator Information Users

4 Local Users and Web Services Users Adding Users to SaleGuard User Permissions Location and Feature Restrictions Notification Levels Auto-Login Adding Groups Create a Group Editing Group Members Excluding Objects Configuring Key Performance Indicators (KPI) Assigning Shifts to Your Group OPERATIONS Dashboard Control Bar Risk Analysis KPI Weighting Custom KPIs Using Risk Analysis Generate Performance Report Reports Creating Custom Reports Title and Basics Grouping Recipients Generating Reports Search Data Search Screen Overview Performing a Quick Search Performing an Advanced Search Wildcard Searches Saving Filters Loading Filters Viewing Search Results Grouping the Results Search Video Searching Video Viewing POS Overlay on Video Save Image Print Image Exporting Video Clips Live Viewing Live Video Alerts Creating an Alert AG

5 Set Basic Parameters: Filter Alert Criteria Assign SMS Recipients Reviewing Alert Data ID Search Review by Category Clearing Alerts Business Intelligence Use Management Use Management Configuration Use Management Report Case Management Case Overview Adding a Case Type Flagged Transactions Adding a Transaction to a Case File Attachments To Add Attachments to a Case File Video Attaching Video to a Case File Notes Adding Notes to a Case File Alerts Configuring Alerts to Present in a Case File Export Options Appendix A: Key Performance Indicators

6 INTRODUCTION PRODUCT DESCRIPTION SaleGuard is Point of Sale (POS) analysis software. By using exception-based reporting and data analytics to pinpoint sales irregularities, SaleGuard is a valuable tool for combating shrinking profit before it becomes a problem. SaleGuard automatically tracks key performance indicators and provides sophisticated performance reports for employees, departments, and entire business locations. The POS data collected by SaleGuard is combined with video surveillance from supported digital recorders to create a powerful tool for forensics and training. SaleGuard is compatible with both RS-232 and network registers. For a complete list of compatible systems, go to saleguard.net. There are three primary components to the SaleGuard software: Client The SaleGuard Client is the primary application that will be used by loss prevention managers. The Client allows you to view and search video, configure POS reports, and evaluate Risk Analysis data. Collector The SaleGuard Collector is the service that collects data from the POS terminals. Only one Collector is typically installed per location and can handle numerous POS terminals. Manager The SaleGuard Manager is the central database manager that stores and processes the data for all Collectors. Only one Manager can to be installed. SaleGuard Professional There are two available versions of SaleGuard software. SaleGuard Professional provides an easy and powerful way to search POS transaction data. Users can group results, create and save custom data filters and quickly, with the click of a button, view the video associated to a transaction. SaleGuard Professional also allows users to view live and recorded video. SaleGuard Enterprise SaleGuard Enterprise takes loss prevention to a whole new level. This version adds an Exception-Based Reporting (EBR) component that helps detect fraud, errors, and inefficiencies occurring in businesses by analyzing the Point of Sale transaction data. In addition to offering all the capabilities of SaleGuard Professional, SaleGuard Enterprise also offers the following features: Central server capability for multi-location configurations Ability to use SQL Server Standard to store large amounts of point of sale data for trend analysis Additional reports including Risk Analysis, Parent Object, Sales, Employee Performance, and Ranking Reports A concise snapshot of the current EBR data via SaleGuard Dashboard Track and review individual cases for ongoing investigation, including video footage and POS overlay, with Case Management Monitor users and their use of SaleGuard features to optimize productivity Customize KPIs to suit your business s specific needs AG

7 INSTALLATION EXAMPLES Single Location Multiple Locations 7

8 Network Topography Example (SQL Server/Manager Configuration) Note The Collector Database and the POS Collector may or may not be installed on the same machine, but are always on the same local area network AG

9 GETTING STARTED INSTALLING SALEGUARD Before beginning, you must first determine where each of the three SaleGuard components (Collector, Manager and Client) needs to be installed. Use the chart below to determine the type of installation you are working with. Type of digital recorder used with SaleGuard: Supported Windows Based Digital Recorders All Other Recorders (Including Linux based digital recorders) Type of Location: Single Location Multi Location Single Location Multi Location SaleGuard Collector: Installed on recorder Installed on recorder Installed on a separate PC (same PC where the Manager is installed) Installed on a separate PC SaleGuard Manager: Installed on recorder Installed on recorder and on the central SQL server machine Installed on a separate PC (same PC where the Collector is installed) Installed on separate server running SQL server SaleGuard Client: Installed on a separate remote station PC Installed on a separate remote station PC Installed on a separate remote station PC Installed on a separate remote station PC To install SaleGuard, the following additional software is required. This software is included in the SaleGuard setup files and you will be prompted to install them if necessary. Microsoft.Net Framework 3.5 Microsoft.Net Framework 4.5 Windows Installer 4.5 Microsoft Powershell v2 SQL Server Click SaleGuard Full Install on the SaleGuard CD menu to start the installation. 2. Follow the on-screen instructions until you reach the Select Features screen. 3. Select the desired SaleGuard components to install on the appropriate machine (based on chart above): a. Client The SaleGuard Client is the primary application that will be used by loss prevention managers on a day to day basis. The Client allows you to view and configure POS reports, view and analyze Risk Analysis Data and to view and search video. The client also allows you to configure the Collector and the Manager applications. b. Collector The SaleGuard Collector is the service that collects data from the POS terminals. Only one Collector is typically installed per location and can handle numerous POS terminals). c. Manager The SaleGuard Manager is the central database manager that stores and processes the data for all Collectors. Only one Manager can be installed. 4. Click Next and then click Install to begin the installation. If you have elected to install the Manager, the system will restart to install SQL Server 2014 Express. The installation will automatically resume after the system restarts. 5. Click Finish to exit the InstallShield Wizard when the installation is complete. 9

10 NETWORK MANAGEMENT CONFIGURING SALEGUARD DATABASES USING THE NETWORK MAP The Network Map is used to configure the SQL Managers/Databases, POS Collectors and Business Intelligence Collectors for SaleGuard. The Network Map gives a visual representation of the network configuration, making initial creation and future changes easier. Also, the Network Map can be organized into a layout that reflects the physical locations of Regions, Databases, and Collectors. Network Map Tabs Save Save the changes you have made to the Network Map. Reload Reload the Network Map to a previous state. Check System Status on Load Check the status of systems when Network Map is opened. Reset View Reset the Network Map to the default view. Auto Arrange Arrange the Network Map to an optimized arrangement. Hide Collectors Hide the POS Collectors from view on the Network Map. Hide Managers Hide the Managers/Databases from view on the Network Map. Hide Regions Hide Regions from view on the Network Map. Backup Save the Network Map as a XML file on the PC running the application. Restore Select a Backup XML file to restore the Network map AG

11 POS Collector Add a POS Collector to the Network Map. Business Intelligence Collector Add a Business Intelligence Collector to the Network Map. Manager / Database Add a Manager/Database to the Network Map. The configuration of these databases will determine if the database is a Central or Intermediate database. Region Add a Region to the Network Map. Isolate All Isolate all databases for maintenance. The databases will still receive data, but will not forward it to another database while isolated. Un-Isolate All Establish the past links between databases prior to isolation for maintenance. Validate Central Server Checks and fixes any nodes which to not have the correct ventral server set. Verify All Links Test the links between the POS Collectors, Collector Databases, Intermediate Databases, and the Central Database. Check System Status Manually check the status of systems. Set Maintenance Times Set a database down-time for maintenance. This allows for staggered isolation. Configure Services Small dialog for managing SaleGuard components that run as Windows Services, allowing you to configure a service if the default TCP port the service uses for receiving control signals is completely unavailable for use by SaleGuard. Configuring the Central Database Connection 1. In the SaleGuard Application, click Setup, and then click Network Configuration Map. 2. If this is the first time using Network Configuration Map then the Add new Manager/Database will be displayed, otherwise click the Add tab, and then click Manager/Database. 3. Type the Database Title. 4. Type [computer IP] \ SALEGUARD in the SQL Server Instance field for LAN or WAN connection. Note OpenEye recommends using \SALEGUARD. 5. Type the default username and password in the SaleGuard System SQL Server boxes. Username: BidsSystem Password: BidsSystem 6. If needed, check the Validate Certificate box. 7. Click Test Connection to verify your SQL settings. If the connection is successful, click OK. Note Once created, Central Databases are displayed with a blue star on the top left corner to distinguish them from Intermediate Databases. 11

12 Configuring Intermediate Databases Once a central database is created, Intermediate Databases can be created to assist in data processing and creating data redundancies for maintenance purposes. POS Collector Connection Line Central Database Collector Database 1. In the Add tab, click Managers/Databases to create intermediate databases as necessary. Note A Collector Database should be created for each POS Collector, ideally on the same LAN. The Collector Database should then be connected to an Intermediate Database or directly to the Central Database if there are no Intermediate Databases configured. 2. Click and drag the connection line from the Intermediate database to the Central Database, and then click Yes to confirm the connection. Configuring POS Collectors The Point of Sale Collectors should be on the same LAN as the Intermediate database it is connected to. Note Data should have only one path from the POS Collector to the Intermediate database, then to the Central Database. 1. In the Add tab, click POS Collector. 2. Enter the POS Collector Description, IP Address, and Port Number (if different than the default). 3. Click OK. 4. When the POS Collector icon appears on the Network Map, click and drag the connection line form the POS Collector to its associated Intermediate database AG

13 Configuring Databases Using Regions Region Nested Databases Connection Line Central Database Create a New Region 1. In the Setup menu, click Network Configuration Map. 2. Click the Add tab. 3. Click Region, and then type a Title for the Region. 4. Click OK. Adding a Database to a Region 1. Double-click the desired Region. 2. Click the Add tab, and select Manager/Database. 3. Configure the database as necessary, and then click OK. Note Once the Database is configured inside of the region, use the connection line to connect the Region to an Intermediate Database, or the Central database. Adding a POS Collector to a Region 1. Double-click the desired Region. 2. Click the Add tab, and select POS Collector. 3. Configure the POS Collector as necessary, and then click OK. 4. Click and drag the connection line from the POS Collector to its associated Intermediate database. 13

14 Database Properties Connections The Connections tab displays the Managed Database and the Central Database information for the selected Database. 1. Right-click the desired Database and click Properties. 2. Click the Connections tab. 3. Make the changes desired, and then click Apply Settings. 4. Click Exit. Warehousing Warehousing shows where the database data is being sent if it is a different location than the Central Database. This is established by the connection lines stemming from the database. 1. Right-click the desired Database and click Properties. 2. Click the Warehousing tab. Note Ideally, a database only has one Warehousing destination. Settings 1. Right-click the desired Database and click Properties. 2. Click the Settings tab. Note Unless the database server does not have adequate processing capabilities, OpenEye recommends that the Normalize data on this server checkbox be checked AG

15 Maintenance 1. Right-click the desired Database and click Properties. 2. Click the Maintenance tab. 3. Type your desired settings for Daily Maintenance/Reporting Time. The default settings are generally acceptable. 4. When you are finished, select which installed software will perform the SQL server maintenance. 5. Click Exit. Note Use the Run Maintenance Tasks Now section to manually begin Maintenance. Notifications 1. Right-click the desired Database and click Properties. 2. Click the tab. 3. To receive messages regarding the status of your SaleGuard type the Server, click the tab. 4. Type the appropriate Port, Username, Password, and address the message is to be sent from (From Address). 5. Click Sent Test to confirm your settings. Backup The Backup menu allows you to designate a location to save a backup of the selected database. 1. Right-click the desired Database and click Properties. 2. Click the Backup tab. 3. Click Select Folder, and then choose a backup location, and then click OK. 4. Click Apply Settings, and then click Exit. 15

16 Changing the SaleGuard System Password To change the SaleGuard System password: 1. In the Application menu, click Database Connection. 2. Click Change Connection, select the desired Database, and then click Edit. 3. Click Change System Password. 4. Enter the old Password, and then click OK. 5. A new system password will be assigned. Document this password as necessary, and then click OK. Configuring SQL Server Maintenance This section allows you to configure maintenance for an individual Database. 1. In the Network Configuration Map, right-click the Database you wish to configure maintenance for. 2. Click Properties, and then click the Maintenance tab. 3. Type your desired settings for the Daily Maintenance/Reporting Time. The default settings are generally acceptable. 4. Determine how the Essential SQL Server will be performed using the selection bubbles. 5. To force immediate maintenance, use the Run Maintenance Tasks Now section. 6. Click Apply Settings, and then click Exit. Default Client Username and Password Username: admin Password: AG

17 LICENSING SALEGUARD Your SaleGuard licenses must be activated within 30 days of installation. Follow the instructions below to activate SaleGuard online or by phone. Locate the System ID 1. Launch your SaleGuard Client, and then log in as admin. 2. In the Application menu, click Manage Locations. 3. Click Connect to POS Collector. 4. Click Manage Licenses. The SaleGuard License Management window will open and the System ID will be located at the top. 5. Copy the System ID. Activate Online 1. Locate the System ID (see previous instructions). 2. Open your Internet browser and navigate to: 3. Type your SaleGuard Serial Number in the Product Serial Number field. Note Your serial number is can be found on the packaging for your SaleGuard software. 4. Type the System ID. 5. Click Next. Note If you are using a trial license, delete the trial license before moving on to Step Copy the unlock code, and then paste the code in the Add License box. 7. Click Add License. Activate by Phone The following information is necessary for phone registration: Company Name Company Phone Number & Address for notification of updates System ID 1. Locate the System ID. 2. Call to talk to technical support. 3. Type the unlock code provided by support in the Add License field and then click Add License. 17

18 DATABASE CONNECTION MANAGER You can connect to a different SaleGuard Database without exiting the client software by using Database Connection. 1. Click Application, and then click Database Connection. 2. Click Select Location, and then select the database you want to connect to. 3. Click OK. 4. The Login screen will appear. Enter the Username and Password. The default user name and password are: Username: admin Password: AG

19 5. Click Login. SALEGUARD SETUP ADDING A LOCATION Every location shown in the Locations window is a connection to a Collector. Once you have entered the location, you can configure the Collector. If you have more than one Collector, you must repeat the steps to add a location until all your locations have been added. Name The name of the Collector Tip Use a name that you will recognize to identify the location of the Collector. This name will be seen in the Dashboard and Risk Analysis tabs Description For informational purposes Street Address For informational purposes Telephone For informational purposes Network Address The IP address of the Collector POS Control Port The default port is 8886 Workgroup Username This is the Microsoft Windows operating system account username of the Collector Workgroup Password This is the Microsoft Windows operating system account password of the Collector 1. Click Setup, and then click Network Configuration Map. 2. Click Add, then click POS Connector, and then complete the location information in the Add New Collector window. 3. Click OK and the location will appear in the Network Configuration Map. 4. After a location is added to the SaleGuard Client, you can manage it by clicking Manage, then Locations. 19

20 MAPPING A RECORDER TO THE LOCATION Once locations have been added and the Collector has been configured, you will need to map the recorders to each location. This allows you to link specific cameras to POS terminals when searching video and transactions. 1. Click Setup, and then click DVRs. 2. Click Add. 3. Select the corresponding Location to assign the recorder. 4. Select the Type of recorder (PC-Based Recorder, Embedded Recorder, Wisenet Recorder, or Apex Recorder) 5. Type the recorder Name, IP address (LAN or WAN Access), TCP Port (LAN or WAN Access), and Username and Password of the recorder. 6. Click OK. 7. To add more recorders to the location, repeat these steps. 8. When you have added all of your recorders, click Close AG

21 MAPPING CAMERAS TO TERMINALS After you have set up locations and recorders, you will need to assign cameras to the individual POS terminals. 1. Click Setup, and then click Camera to Terminal Mapping. 2. Select the appropriate Location. 3. Select the recorder from the DVRs list. 4. Select the Terminal number from the Terminals list. 5. Drag the associated camera into the Cameras on Terminal # field. 6. Click Close when you have added all the appropriate cameras to the terminal. Note Only terminals that have been used since SaleGuard was installed will appear in the Terminals list. You may need to log in and out of every register to populate the terminal list. 21

22 EDITING OPERATOR INFORMATION Information regarding operators is automatically retrieved from the POS system and entered into SaleGuard. Any information not available on the POS system, including photos, can be entered manually. This information will be used when performing the Reports and Risk Analysis functions of the software. To edit the Operator information, follow these instructions. 1. Click Manage, and then click Operators. 2. Select an operator from the list, and then click Edit. Note Only operators that have logged in to a register after SaleGuard is installed will appear. We recommend that you check back frequently for newly-added operators. 3. Update or add operator information in the appropriate fields. 4. Click Change Picture to add a photo of the operator, or Reset Picture to remove an existing one. 5. Click OK to save your changes. 6. Click Close when you have updated all the appropriate operators AG

23 USERS You can allow managers and authorized personnel access to the SaleGuard Client by adding users. These users will be able to view data and initiate reports. Local Users and Web Services Users Local Users are able to directly add recorders using a local LAN or WAN address, and are able to manage all recorders added using this method, including viewing Live and Search video. Web Services users are able to add and manage directly added recorders like a Local User, but also have the ability to add recorders they have permissions over through Web Services. When added this way, only users who have permissions over those recorders through Web Services will be able to manage them or view Live and Search video. Adding Users to SaleGuard 1. Click Setup, and then click Application Users. Note The default user admin will appear in the list; this is the default administrative user for SaleGuard and should not be deleted. 2. Click Add to add a new SaleGuard user to the system. 3. Type the user information into the appropriate fields, and select a Notification Level. Note The address is used for system notifications and reports. 4. Click Permissions to assign Administrator permissions to the user. 5. When you are finished, click OK. 23

24 User Permissions You can also edit the permissions of a user, including which interface the user has access to. To modify User Permissions: 1. Click Setup, and then click Application Users. 2. Select a user, and then click Edit. 3. Click Permissions. 4. In the Interface Type box, select Professional or Enterprise AG

25 Location and Feature Restrictions You can restrict user access to specific stores or locations and to specific features within SaleGuard in the User Permissions window. To restrict a user s access to stores, locations, or features: 1. Click Setup, and then click Application Users. 2. Select a user, and then click Edit. 3. Click Permissions. 4. Specify the Feature Permissions by checking the appropriate boxes in the Feature Permissions list. 5. Select stores from the Location Name list and click the arrow button to add the store to the Selected Locations list. Note The stores in the Selected Locations list are now the only stores that the user has access to. If there are no stores on the Selected Locations list, then the user has access to all locations in the Location Name list. 6. To remove stores from the Selected Locations list, click the left arrow to add them back to the Location Name list. 7. Click Close, and then click OK in the Edit SaleGuard User window to save your changes, then click Close on Manage SaleGuard Users window. 25

26 Notification Levels Notifications are designed to inform you when SaleGuard has completed a process successfully or has detected a possible problem. The categories are listed below along with the notifications included in each. Users at a given level receive all messages sent at the notification levels less than or equal to their own. For example, users with the notification level, Emergencies, selected will only receive Emergency s. Users with Verbose selected will receive all Verbose notifications as well as all notifications within the Information and Emergencies categories. None No s at all sent to users at this level Emergencies (Level 1) Sync Failure Syncs never completed Error executing maintenance task Unknown error executing maintenance task SaleGuard Database Size Warning Information (Level 2) Synchronization Report SaleGuard Manager Service restarted SaleGuard Manager Service is stopping Verbose (Level 3) Synchronization cycle initiated Sync and maintenance cycle complete Auto-Login When enabled, the auto-login feature automatically logs in to a specific account so that users will not have to enter credentials the next time SaleGuard is launched. 1. Check the Allow Auto-Logins check box in the User Permissions window. 2. Click Close, and then click OK in the Edit SaleGuard User window to save your changes, then click Close on Manage SaleGuard Users window. 3. Click Applications, and then click Switch User. 4. Enter the Username and Password of the user with the auto-login. 5. When prompted to auto-login the next time SaleGuard Client starts, click Yes. The next time the SaleGuard Client is launched, no credentials will be required and the predetermined user will be logged in AG

27 ADDING GROUPS Creating pre-determined Groups allows you to group specific locations, operators, or terminals to speed up evaluations of risk analysis and reports. Rather than set the criteria each time you want to view a report, you can have a set group predetermined, and instantly view the data for those items without any extraneous information. Create a Group 1. Click Manage, and then click Groups. 2. To create a new group, click Add. 3. Type a Group Name. The name should be something descriptive of the purpose of the group, such as West Side Locations, or Morning Operators. 4. Select a Group Type. This will determine the kinds of items you are including in the group (Locations, Operators, or Terminals). 5. Click OK. Editing Group Members 1. In the Manage Groups window, select the Group you want to edit. 2. In the Members tab, select the Locations, Operators, or Terminals you want to add to the Group in the All Objects field, and then click. 3. To remove members from the Group, select the member in the Group Members field, and then click. 4. When you have finished selecting your group members, click Save, and then Close. Excluding Objects When creating groups of operators, it can be beneficial to exclude certain users for analysis, such as Managers, who often perform manual adjustments for Operators (such as Voids, No Sales, etc). Performing these functions can skew the Risk Analysis data. 27

28 Configuring Key Performance Indicators (KPI) Key Performance Indicators (KPIs) can help organize information in a way that best benefits your needs. For in-depth explanation of KPIs, see KPI Weighting in the Risk Analysis section of this manual. 1. Click the KPI Configuration tab. 2. Select which KPIs you want to include in this group. 3. Select which of these KPIs you want included in Graph reports. 4. To adjust the importance of individual KPIs, select Enable KPI Weighting, and then adjust the Weight of each KPI according to your needs. 5. Click Save. Assigning Shifts to Your Group Use the Employee Shifts tab to further specify your group by days and times. 1. Click the Emp Shifts tab. 2. Select Restrict by Time. 3. Set the appropriate Shift Start and Shift End times. 4. Select Restrict by Day. 5. Select the appropriate days to include in this group. 6. Click Save AG

29 OPERATIONS DASHBOARD The Client Dashboard contains a quick overview of information. You can use the dashboard to quickly access basic information. Highest Risk Operator or Location Graphs Find your highest risk employee at a single location or across all locations Find your highest risk location These can be adjusted by selecting options from the dropdown lists See a visual graph of transaction types or total sales for a single location or all your locations At a Glance The general section shows the total number of records the database contains and the date range included Other information includes Total Sales, Voids, No Sales, and Returns based on your best and worst performing locations Tip Any changes made to the appearance of the data on the Dashboard will be saved on a per user basis. 29

30 CONTROL BAR The SaleGuard Client Control Bar makes it easy to access the features of SaleGuard. Each feature opens in its own window. Use the back button to return to the previous window. Dashboard View quick reports and see your best and worst performing locations (SaleGuard Enterprise only) Risk Analysis Quickly identify the lowest performing locations and employees (Enterprise only) Reports Generate custom reports (SaleGuard Enterprise only) Search Data Search POS data Search Video Search recorded video Live View live video Alerts Configure alert settings Business Intelligence Displays usage reports and people counting results. Case Management Allows users to add transactions, video, notes, files, and comments to a Case File. RISK ANALYSIS The Risk Analysis page is the heart of the SaleGuard exception-based reporting software. Risk Analysis allows loss prevention managers to identify the best and lowest performing employees based on the use of Key Performance Indicators. By default, the date range for the Risk Analysis page is set to 14 days but a range up to 90 days can be selected. Selecting 90 days provides a much broader, longer term view of the data AG

31 KPI Weighting SaleGuard allows you to customize the weighting for each KPI relative to the other KPIs. By default, KPIs are weighted equally. This means is that operators are ranked based on performance in several KPIs. With this configuration, Voids carry no more weight than the Sales, Items, or any other KPI. If your business places more value specific KPIs, your reports can indicate this by adjusting the KPI weights. For information about specific KPIs, refer to Appendix A of this manual. Default KPI Settings Weighted KPI Settings In the weighted example, Events Per Day are three times more important than Sales Per Transactions and Transactions Per Void, and Transactions Per No Sale and Transactions Per Refund are twice as important as Transactions Per No Sale and Transactions Per Void. With this configuration, employees with more Events Per Day, Transactions Per No Sale, and Transactions Per Refund will move to the top of the Risk Analysis list. The weighting can be adjusted at any time on the Risk Analysis page. Click the KPIs to select new ones, and type your desired weights into the appropriate fields, then click Apply. Custom KPIs Custom Key Performance Indicators can be created to better manage loss prevention situations. 1. Click Manage, and then click Custom KPIs. 2. Click Add. 3. Type a KPI Title for the KPI and then use the Dropdown menu to select a Summarize By category. 31

32 4. Configure the Filter Criteria to create the Custom KPI. 5. Click Search to verify the desired result. Note The new KPI may not be available until the next day when the Collector is updated. 6. Click Save. Editing Custom KPIs: 1. Click Manage, and then click Custom KPIs. 2. Select the desired KPI and then click Edit. 3. Make changes as desired. 4. Click Save AG

33 Using Risk Analysis When the Risk Analysis page is first loaded, all locations are displayed. This page ranks each location by Risk Rank. The Risk Rank is the order of locations and operators from lowest performing to best performing. This page quickly shows which locations may have problems that need to be reviewed further. Follow these steps to examine the Risk Analysis page. 1. Click Risk Analysis on the control bar. 2. Click a store in the Locations column to see the operators at that location. KPI data is shown for each operator at the location. 3. Click an employee in the Operators column to view their statistical data. This page displays all transactions associated with a specific exception for the selected operator. By default, Void is displayed first. To change the exception, click Voids, and then click the exception you want to view. Some of the button functions on this screen include the following. View Video View video of a specific transaction. View Receipt View the receipt for a specific transaction. Performance Report Generate a performance report for the specified employee. To return to the previous Risk Analysis page, click. 33

34 Generate Performance Report A Performance Report can be generated for a specific employee. You can print this report, save, or send this report as an . The performance report is displayed in several ways for best visual comparison and simple at a glance analysis of risk factors. 1. On the Risk Analysis page, select your desired Location from the list. 2. Click the Operator you want to generate the report for from the list. 3. Click Performance Report AG

35 REPORTS The reports generated by SaleGuard are based on Key Performance Indicators (KPIs). These indicators are not universal. To maximize the content of your reports, take care to set your custom reports and KPIs carefully in the Reports section. Creating Custom Reports To use the Report function, you will need to configure the report settings to allow SaleGuard to retrieve the relevant information for you. This relevant information is in the form of Key Performance Indicators (KPI) must be set by individual reports. 1. To create a report, or to edit a report, click Reports in the Control Bar. 2. Click Configure Reports. 3. Select a Report from the list to edit and click Edit, or click Add to create a new report. Title and Basics 1. In the Title and Basics tab, assign a Report title. 2. Set a Report Type. Risk Analysis Displays operators, stores or other objects in the order of highest risk to lowest risk. The Risk Rank is derived from the KPI data over a period of 12 weeks Ranking Report Sorts each KPI from the worst to the best performing operator, store or other object. This report provides an easy way to view risk rank data for individual KPIs. 35

36 Employee Performance and Training Provides KPI information for individual employees. It is designed to be shared with the employee to help them understand where they are performing well and where they are in need of improvement. Sales Report Provides a graph of up to three KPIs. This is useful to visually compare varying KPIs and their relation to one another. Parent Object Report Displays KPI data for operators, stores or other objects in an alphabetical order. Risk Analysis Details Displays operators, store, or other objects in the order of highest risk to lowest risk along with the supporting details from the selected KPIs over a period of up to 12 weeks. LaneHawk Details Displays a listing of all bottom of basket items over a period of up to 12 weeks. Case Management Displays open cases, including employee, funds lost, funds recovered, and summary (by investigator, by case type). 3. Set the Parent Object (Location, Operator, Terminal). This determines what information the report is based from, whether it is based on the location, on the operator, or on the terminal. 4. Set the Report Interval and Run Frequency. Grouping Members 1. Click the Grouping tab. 2. Select either Use Custom Group, or Use Pre-defined Group. 3. If you are using a pre-defined group, select the group you want to use. 4. If you are creating a custom group, select the parent object of the items to include in the group (Locations, Operators, or Terminals). 5. Select the items or people you want included in your group in the All Objects field, and click to add them to the Group Members field. 6. To remove members, select the members you want to remove from the group and click AG

37 KPI Configuration 1. Click the KPI Configuration tab. 2. Set the appropriate Key Performance Indicators. 3. Select Enable KPI Weighting, and then set the appropriate weights for your application, if desired. 4. Click the Emp Shifts tab to continue configuring your report. Note For more information about specific KPIs, refer to Appendix A of this manual. Employee Shifts 1. To include Employee Shifts in the configuration of your report, click Emp Shifts. 2. Select either Restrict by Time or Restrict by Day, or both, and set the appropriate values. Recipients 1. Click Recipients. 2. Select the appropriate employees to receive this report in the Available Recipients field. 3. Click to add them to the Selected Recipients field. 4. To remove addresses, select the address in the Selected Recipients field and click. 5. When you are finished configuring your report, click Save. Generating Reports Each report can be opened in its own tab for quick review. 1. Click Reports on the control bar. 2. Select a report from the Select Report list. 3. Click Open. 37

38 SEARCH DATA Search Screen Overview Quick filter bar Grouping bar Results window Receipt window Navigation bar Save search filters, or use previously saved filters Advanced filters View next receipt Results window View your search results as a list, categorized by date, description, transaction amount, UPC, category, statistic, POS type, quantity, location, Operator, Terminal, Ticket Number, Tender Type, or Loyalty Card Number, or department. Receipt window Click View Receipt in the Results window to view the receipt for that transaction. To view the next receipt, click for the next receipt from an Operator, Transaction, or the next Search Result. Quick Search Perform a basic search. You can narrow your search by Terminal, Location, Operator, Product, Category, Quantity, and Amount. Advanced Search Perform an advanced search. You can narrow your search using multiple parameters and permutations. Search Filters Save your filters for use at a later time AG

39 Performing a Quick Search Select Quick or Advanced Search Free text search Perform search Filter by location, terminal, or operator Filter by amount or quantity Set search parameters Filter by product or category 1. Click Search Data on the control bar. 2. In the Filter Criteria section, click Quick. 3. Select your desired Start and End Date, and your desired Start and End Time. 4. Select your Search Method (By Transaction or All Records). 5. To perform a basic search for specific text-based items, type your word or words in the Free Text Search field. 6. To narrow your search, select the appropriate Location, Terminal, or Operator, or any combination of the three. 7. To further narrow your search, type or select a Product or Category to search for, or both. 8. You can also narrow your search by filtering your Product and Category results based on Amount or Quantity. a) To filter by the amount paid, select the box next to Product or Category, and then select Amount. To filter by the number of items in a transaction, select the box next to Product or Category, and then select Quantity. b) Choose the operation (<, >, =,!=, <=, > =, or ><), and specify the amount. 9. To narrow your search by Quantity or Amount only, without attaching those values to specific items, select General Amount/Quantity Search, and then select the appropriate values. 10. To view the results, click Search. 39

40 Performing an Advanced Search Advanced Search is enabled only on Enterprise versions of SaleGuard. Select Quick or Advanced Search Free text search Perform search Show Random Results Set search parameters Advanced search parameters Filter by amount or quantity 1. Click Search Data on the control bar. 2. In the Filter Criteria section, click Advanced. 3. Select your desired Start and End Date, and your desired Start and End Time. 4. To perform a search for specific text-based items, type your word(s) in the Free Text Search field. 5. Filter your search by selecting the Group, Location, Terminal, or Operator criteria you want to search within, or use the filter criteria listed below: o o o o o o o o o o o o Products Select the items you want to include in your search. Categories Search specific categories such as Item Sale, Void, or operator Log-in. Ticket # Search by the receipt numbers. Ticket Quantity Search by the ticket amount. Loyalty #-- Search for customer transactions using loyalty card information. UPC/SKU Search for specific bar codes. Scan Type Search only items that were entered in via scanner, or manually entered. Credit/Check #-- Search based on credit card number, or check number. Payment Type Search based on payment type. Special Designated categories that can be created and searched for, ie Banana Frequency. Show Random Results Search results are displayed in random order. Department Search results are displayed in order by department. Note To specify multiple Product or Category search parameters, By Transaction must be selected as the Search Method. 6. You can also filter by the amount or quantity for each Product, Category, or Payment Type parameter. a) To filter by the amount paid, select the box next to Product, Category, or Payment Type and then select Amount. To filter by the number of items in a transaction, select the box next to Product, Category, or Payment Type, and then select Quantity. b) Choose the operation (<, >, =,!=, <=, > =, or ><), and specify the amount. 7. To narrow your overall search by Quantity or Amount, without attaching those values to specific items, select General Amount/Quantity Search, and then select the appropriate values. 8. To view the results, click Search. 9. To start a new search with different parameters, click Reset Filter AG

41 Wildcard Searches SaleGuard supports the use of the percent symbol (%) as a wildcard. A wildcard is a character that can be placed before and/or after a key term to note that all characters before or after the key term should be ignored. The following samples illustrate this concept. Wildcard Usage Search Results Reasoning White White Searches for all items that equal White. %White Onions White Ignores any text to the left of the term White. This would only show results that end with White. White% %White% White Bread White Grapefruit Onions White White Bread White Grapefruit Ignores any text to the right of the term White. This would only show results that start with White. Ignores all text to the left and to the right of the term White. Saving Filters Saving your filters allows you to quickly load frequently used filters. 1. Create a filter by selecting filter items in the Filter Criteria section and then click Save Filter. 2. Type a name for the new filter and then click OK. Loading Filters 1. Select a custom filter from the Load Filter list. 2. Set the date parameters. 3. Click Search. Viewing Search Results Changing the Number of Results Displayed By default the results of a search are limited to displaying only 200 entries at one time. Click to view the next 200 entries. To display more than 200 at once, select the number of results to display from the Currently Showing list or type your own value. View Receipt SaleGuard makes it easy to view the full POS transaction while viewing the search results. Click View Receipt in the search results to open the Receipt View pane. Click to view the next receipt from an Operator, the next Transaction in chronological order, or the next Search Result. To view the previous result, click. View Video To view the video associated to a transaction, click View Video in the search results. Note The View Video link will not be displayed if the terminal has not been mapped to a camera. 41

42 Grouping the Results Another way to organize and view the Search Results data is by grouping the results. Grouping allows you to organize the data into a tree view which can be expanded and contracted. 1. Perform a Search. 2. Select a column header and drag it onto the Grouping Bar. The Description column has been added in this example. 3. Drag additional column headers onto the Grouping Bar to further organize the data. 4. To ungroup the data, right-click the column header in the Grouping Bar, and then click UnGroup AG

43 SEARCH VIDEO The Search Video feature allows you to review recorded video directly from recorders that are configured with SaleGuard. Searching Video 1. Click Search Video on the control bar. 2. Select the desired recorder from the Devices list. 3. Click + next to the recorder name show the connected cameras. 4. Right click on a camera and select Add to display it in the viewing pane. 5. Click the calendar icon under Search Date/Time and type the desired date and time. 6. Use the playback controls to view your footage. Viewing POS Overlay on Video Mapping a camera to a POS station will allow you to view recorded video with the POS overlay visible. 1. Click POS Mapped Cameras. 2. Select from the list of Mapped Cameras. Tip See the Mapping Cameras to Terminals section of this manual for instructions to map a camera to a POS station. 43

44 Save Image You can export JPEG images from your connected cameras. To save a JPEG image: 1. Perform a search to locate the desired image or starting point of the desired video clip. 2. Click Save Image. 3. Select what overlay text you want included (if applicable). 4. Select the appropriate Export Layout. 5. Change the File name. 6. Browse to the desired location to save the file. 7. Click Save. Print Image 1. Perform a search to locate the desired image. 2. Click Print Image. 3. Select what overlay text you want included (if applicable). 4. Select the appropriate Export Layout. 5. Type any additional information in the Notes section. 6. Click Print. Note If a physical printer is unavailable you can install a PDF printer that will allow you to print a PDF file. Free PDF printer drivers are available on the Internet AG

45 Exporting Video Clips You can export AVI videos from your connected cameras. To save a video clip: 1. Perform a search to locate the desired image or starting point of the desired video clip. 2. Click Save Clip. 3. Adjust the Start and End times or change the duration of the clip to capture the desired event. 4. Choose the Codec you would like to use for compression. Choosing not to compress the file can make it very large and will take longer to export. 5. Choose the File Name and Location to save the file. 6. Click Export to begin the save process. 45

46 LIVE The Live feature allows you to monitor live cameras connected to recorders that have been configured with SaleGuard. Up to 16 camera channels can be monitored at once. Viewing Live Video 1. Click Live on the control bar. 2. Double-click your desired recorder in the Devices list. 3. Select the desired screen division option or drag selected cameras into the viewing window AG

47 ALERTS The Alerts tab allows you to view the alerts that have been recorded on your SaleGuard server software. SaleGuard also allows you to set up and text message alerts for specific events. You can customize your alerts to monitor specific transactions, amounts, and locations. Creating an Alert Set Basic Parameters: 1. Click Alerts in the Control Bar. 2. Click Manage Alerts. 3. Click Add. 4. Type an Alert Title. This title should be indicative of what your alert is indicating, such as Large Voids or After-hours Transactions. 5. To assign this alert to a group, click Alert Group, and then select from existing group names in the dropdown menu. Note Creating Alert Groups is useful when searching for separately-configured alerts that may fall in similar categories. 6. Set the Priority Level. 7. Select the Accessibility of this alert. Choose Global to make the alert available to all users. Select Me Only to block other users from seeing the data provided by this alert. 8. Set the Run and Send values. Run sets the limit for the number of times per day the alert is recorded. Send limits the number of times per day an alert is transmitted via or SMS. 9. Set the Expires On date to determine when SaleGuard will stop searching for this data. 47

48 Filter Alert Criteria 1. Click Add in the Manage Alerts area. 2. Select the Object you want to filter. 3. Select the Value for the filter. 4. Click Save to save the filter. Assign SMS Recipients 1. Click Add in the /SMS Recipients area. 2. To create a new contact, click Add. 3. Type the appropriate information into the First Name, Last Name, Address, Phone Number, Phone Carrier, and Preferences fields. 4. Click OK. 5. Select an existing contact from the list, and then click Select. 6. When you have finished setting all parameters for this alert, click Save and Close. Reviewing Alert Data You can review alerts by searching for a specific Alert ID, or grouped by category. When reviewing an alert, you can access the corresponding video by clicking the link in the View Video column. This will begin a video playback of the alarm trigger. ID Search Alert s or SMS messages include an Alert ID number. To search for a specific alert, type the ID number into the ID Search field, and then click Search. Review by Category 1. To arrange alerts by category, click the Alerts tab. 2. Click and drag column headings to the top of the window to view alerts arranged according to that column. You can group alerts by Date/Time, Group, Title, Location, Operator, Ticket, and Priority. Clearing Alerts All alerts can be cleared from Manage Alerts AG

49 BUSINESS INTELLIGENCE Use Management SaleGuard use management is an effective tool for monitoring the use of SaleGuard software by all users. Primarily, this features serves as a way for Loss Prevention staff to monitor how other staff are using the software. Parameters and use requirements can be tailored for each user with a pass or fail signifier. Use Management Configuration In the Business Intelligence tab, click Options. Use the checkboxes and dropdown menus to setup use management requirements for each desired user. Working Days per week Number of working days for employee, needed to accurately calculate averages. Minimum Acceptable Threshold Defines the minimum number of items that must be completed before the daily requirements are considered acceptable. Amount of Video Reviewed Amount of video reviewed by each employee. Number of Video Clips Viewed Video associated to specific transaction and a specific number of views required can be set. Number of Receipts Viewed Specifies the number of transactions that must be loaded in the Receipt View. Number of Data Searches Run This option requires the user to execute a set number of data searches from the Search Data page. Exception Search Followed by Review of Video Clip Requires that a data search be run that contains an exception. Select Exception to Use When the Exception Search Followed by Review of Video Clip option is used, the Select Exception to Use can be enabled to allow the user to specify which Exception should be used. 49

50 Show Progress Bar When User Logs In Displays a progress bar on the client software when the user logs in. The progress bar will show the progress the user has made to meeting all the daily requirements. The progress bar resets at midnight each day. Use Minimum Acceptable Threshold for Complete By default, the progress bar only shows 100% complete when all items are met. If this option is enabled, the progress bar will show 100% complete when the minimum acceptable threshold is met. Use Management Groups Use Management is used to sort groups of users for fast and easy comparison in Usage Reports. These groups are determined by Use Management criteria, grouping users with the same usage requirements together. To add a new Use Management group: 1. Click Add Group in the SaleGuard Usage Groups section. 2. Type the name of the group and click OK. 3. Click and drag the new group to the appropriate nested location. Note To delete Management groups, select a group and click the Delete button. Modifying Group Members 1. Click on a group in the SaleGuard Usage Groups section. 2. Click the Users tab. 3. Select a user form the All SaleGuard Users column and click the right directional arrow to move the user to the Users Included in this Group column. 4. Click Save Group to save your changes AG

51 Use Management Report The Usage Reports show which users have met the usage criteria requirements. Initially, results are organized by group. Any group can be selected and individual users will be displayed. 51

52 CASE MANAGEMENT Case Management allows users to add transactions, video, notes, files, and comments to a Case File. Case Files are crucial for organizing data around incidents, such as suspected employee theft. With this feature, loss prevention staff can create, monitor, and resolve loss prevention issues. Show Open Cases Only Case Overview Case List Add Edit Delete This section is used to organize the general information of the Case File, including ongoing notes and the dollar amount in losses. Case Type Choose from user-created case type, add a case type. Priority Choose from High, Medium, and Low priority. This will be reflected in Priority sorting. Status Open or Closed, Open cases are shown by default in the Case List. Investigator User who is investigating the case. Case Manager User who is managing the case, Primary and Secondary. Employee ID ID of the employee under investigation. Date Hired: Date the employee was hired. Employment End Date: Date employee s employment ended (if applicable). Note The employee under investigation must exist in the transaction data as a SaleGuard user or an Operator. Funds Lost Dollar amount that was lost regarding the Case File. Funds Recovered Dollar amount that was recovered regarding the Case File AG

53 Net Loss (after recovery) This field calculates the difference between the Funds Lost and Funds Recovered fields. Estimated Effect over 12 Months: This field calculates the Net Loss if continued over the next 12 months. Case Notes Free written notes regarding the Case File, formatting supported. Adding a Case Type The case type is a user-created category that Case Files are sorted into. 1. Click Add next to the Case Type dropdown menu. 2. Click Add in the Case Management Setup window. 3. Type the Name of the new Case Type and then click OK. 4. Click OK to close the Case Management Setup window. The new Case Type is now available in the Case Type dropdown menu. Flagged Transactions The Flagged Transactions page displays all transactions that have been linked to the Case File. Typically, these are suspicious or fraudulent transactions that need to be retained for evidence. Investigators can add comments to each transaction to justify why the transaction was flagged. Transaction Receipt Associated with Flagged Video Transaction Information Flagged Video List The flagged transactions list is organized into columns, some with links to other valuable information related to the transaction, such as the receipt. 53

54 Date and Time Date and time of the flagged transaction. View Receipt Displays the full receipt in the Receipt View on the right side of the window. Transaction Total Shows the total transaction amount of the flagged transaction. Transaction Shows the transaction number. Video Clip If SAVE CLIP is displayed in this column, the video clip is NOT attached to the Case File. Saving the clip will attach it permanently to the Case File. Remove Removes the linked video form the Case File. It also deletes the saved clip if it exists. Size Shows the size of the saved clip. Duration Shows the duration of the saved clip. Adding a Transaction to a Case File 1. Find the desired transaction using the Search Data page. 2. Right-click on the transaction row, and then click Attach to Case, followed by Add Transaction to Case. 3. Modify the additional case information such as Status, Assignee, and Notes. 4. Click Select AG

55 Note To create a new Case File, click Create New. Attachments This page allows investigators to add non SaleGuard related documents to the Case File. Documents can include but are not limited to: Excel, Word, PowerPoint, and Text files. To Add Attachments to a Case File 1. In the Attachments window, click the Add Attachments button. Note Adding external attachments may overload the available drive space on the recorder. Use caution and be aware of available space when adding attachments. 2. Browse and select the desired file and add any relevant notes if needed, and then click OK. 3. To view the file in the future, click the Open File link. Note An attachment can be deleted by clicking Delete File. 55

56 Video All Saved Video clips will be shown here. This page also allows investigators to add non SaleGuard videos. Linked videos will not be shown here. Attaching Video to a Case File 1. Click Add Video Clip. 2. In the Attach File window, click the Filename dropdown menu and then select a video clip, and then click OK. 3. Add Notes if desired. 4. Click OK AG

57 Notes This page can be used to document various elements of the investigation. This page can be used by anyone with access to the Case File to discuss progress, documentation, record statements, etc. Adding Notes to a Case File 1. In the Notes window, click the Add Note button. 2. Type the desired note, and then click OK. Note To delete a note, click Delete Note. 57

58 Alerts This page displays any alert results for the employee being investigated that were configured in the Alert section of SaleGuard. Configuring Alerts to Present in a Case File Before associating an alert with the employee under investigation in the case file, set the basic parameters for the alert. See the Creating an Alert section of the manual. Filter Alert Criteria for Employee under Investigation 1. Click Add in the Alert Criteria area. 2. Set the Object you want to filter to Operator. 3. Set how this object will be compared as Is Equal To. 4. Designate the Operator from the Select From column and add to the Selected Values column. 5. Click OK. 6. Click Save and Close in the Alert tab to save your changes. Now all transactions by this employee will appear on the case file alert list. Add more filter criteria to narrow the alert list AG

59 Export Options Case overview details, flagged transactions, attachments, and video clips can be exported from Case Management, with an option to include notes and comments. This allows investigators to save the information outside of SaleGuard. To export from Case Management: 1. Click the Export button. 2. Use the check boxes to designate what information is exported. 3. Designate the location for the exported materials. 4. Click OK. Note The export file will be named after the Case number, for example Case