RM Monitor and RMAlerts Installation, Setup, and Requirements January 23, 2010 John Raffenbeul presented this live via an internet connection. These slides contain most of the information he shared.

Differences RM Alerts vs RM Monitor

Differences  Obtaining information:  RM Alerts is passive in the sense that information is automatically sent once a trigger has been activated.  RM Monitor is dynamic requiring you to actively push the data to the device

Differences  Accessing Data  RM Alerts can be integrated in the ASI’s WO for onsite monitoring within the network in addition to sending data over the internet.  RM Monitor requires an internet connect

Differences Information Available  RM Monitor provides a snapshot of current business activity along with Alerts  RM Alerts sends data as requested (triggers) in segments (specific alerts) or in familiar report format.

Differences Cost  RM Alerts comes included with Restaurant Manager. The only cost comes with charges by internet providers.  RM Monitor requires a subscription charge

Requirements RM Monitor  PayPal Account- Setup in RM Monitor Admin Page  Internet Access- Both Ends  Method of receiving data Computer Blackberry Windows Mobile device I Phone or IPod Touch

Requirements RM Alerts  WO handheld if using within the network  Account to push data Standard SMTP Gmail Yahoo  Method of receiving data Cell phone capable of receiving text messages

RM Alert Setup RmAlerts Forms  Store Information- RM BackOffice  Alerts- RM BackOffice  RMMsgdef

RM Alert Setup  Store Information  SMTP Server - enter in the outgoing mail server information given by the e- mail provider (ISP).  SMTP User - enter the user (outgoing purposes

RM Alert Setup  Store Information  SMTP Password - enter the same password you use to access the account.  Admin - information entered here will appear as sender information to the recipient. The data in this field has nothing to do with the SMTP accounts

RM Alert Setup  Gmail and dll’s  Download from i386-win32.zip  Install in Rmwin folder libeay32.dll ssleay32.dll

RM Alert Setup RMALERTD (EXE)  MUST BE RUNNING AT ALL TIMES TO PROCESS ORDERS  ONLY ONE COPY SHOULD BE RUNNING  ADD TO RMSTART

RM Alert Setup  Four Options Under Setup  Internet address - Launches RMMsgdef.exe  SMTP Server – Launches RM BackOffice  Send Test – Use to test account  RM Monitor Registration – Launched RM Registration form Most options can be accessed from elsewhere

RM Alert Setup The Send Test -option will send a test to the first recipient on the Message Definition Form

RM Alert Setup  Message Definition Form (RMMsgDef.exe) is used to:  Create recipients  Define type of message (report or alert)  Define triggers for message

RM Alert Setup  Message Definition Window  Description- this column displays the message name you enter when creating a new message definition.  Recipient- this column displays the name of the person who will receive the alert or message.

RM Alert Setup  Message Definition Window  Content- shows the data entered in the Content tab. This will either be a static text message or a report folder found in the RM Report Module.  Schedule- this information in this column will show the RM Trigger for alerts or the scheduled time for a message or report.

RM Alert Setup  Message Definition Form

RM Alert Setup  An alert needs 4 basics  Name  Recipient  Content  Schedule/Trigger

RM Alert Setup  Four Types of Recipient  Bulletin Board- Appears at POS  Employee- Requires WO  Employee (of security level)- Requires WO  / Text

RM Alert Setup  Use the Option to send content to:  Address  Text Message to Cell Phone

RM Alert Setup  Sending Alert to Cell Phone  You must obtain the Carrier SMS Gateway  Obtain Carrier Gateway List on Wikipedia

RM Alert Setup  Recipient Format

RM Alert Setup  Content Tab  Use Static text field for alerts  Use Report Output field when sending reports

RM Alert Setup  Schedule Tab  Use RM Trigger field for Alerts  Scheduled option typically used for reports

RM Alert Setup  Alert Trigger Setup  BackOffice  RMMsgdef form

RM Alert Setup Demonstration

RM Monitor Requirements  RM Monitor can only be installed on systems with a valid security key: RM Monitor will not recognize a demo software key.  RM Monitor is only compatible with Restaurant Manager Version 17 on builds dated and later.

RM Monitor Registration Form  RM BackOffice (Setup – General)  RMAlert  RMPOS Website (RM Monitor- Getting Started * RM Alerts must be running

RM Monitor Registration Form  Chain Name- Place the name of the chain in this field. If this is a single store operation (not part of a chain), enter the name of the restaurant itself (store name).  Chain Address- Enter the address of the person who will be administrating user information or those who will have access to the store information. Separate users are setup under the RM Monitor Admin page for your chain.  Chain Admin Username- The name entered in this field will be used when accessing and managing the various aspects on the RM Monitor Admin page.

RM Monitor Registration Form  Chain Admin Password- The information entered in this field will be used when accessing the RM Monitor Admin page.  Serial Number- This field will be automatically filled in.  Store Name- This field will be automatically filled in based on the user license. However, you may edit the name if necessary as might be the case to denote a specific store in a chain.  Store Address- Enter the store’s address in this field. This information placed here will appear in the Manage restaurant

RM Monitor Complete Registration Add New Store Launch Website

RM Monitor Single Store vs Chain Registration Use same registration form One store in chain must exist Store in chain must be setup on site

RM Monitor Remote Devices  I Phone/ IPod Touch  Blackberry  Window Mobile Device  Local Computer

RM Monitor Installing on Computer Browser- type m/RMMonitor under the Internet Browser address field. Save site page as “bookmark” or “favorite ”

RM Monitor Installing on Smart Phone  Open internet browser- type in the following: onitor/mobile/login.aspx  Add the web page to favorites or bookmark once you are at the site and the above screen is shown.

RM Monitor Installing on I Phone / IPod Touch  App Store  I Tunes Store

RM Monitor App Store On the I Phone/IPod Touch select the App Store icon

RM Monitor App Store  Type in “rmpos” in the search bar, and the hit search.

RM Monitor App Store  Select the “Action Systems, Inc / RM Monitor in the results window.

RM Monitor App Store Touch the “free” button on the screen. The icon will change to “install”; touch the icon.

RM Monitor App Store You will receive a prompt for your ITunes Password.

RM Monitor App Store Press the RM Monitor app icon when the application is finished installing.

RM Monitor App Store The default screen will show Store 42.

RM Monitor App Store Press the “Settings” option at bottom of screen

RM Monitor App Store Enter Login Id and Password for store under Authentication options Update

RM Monitor App Store Access Store Info using restaurants icon

RM Monitor I Tunes Store Go to Apple website Download I Tunes computer application

RM Monitor I Tunes Store In I Tunes application- Type “rmpos” in the search field

RM Monitor I Tunes Store  Click on the “GET APP” in the APPLICATIONS section

RM Monitor I Tunes Store Within the iTunes program  Go to the “Applications” tab,  Select the RM Monitor application  Click on the “Sync” option.

RM Monitor I Tunes Store RM Monitor App should now be visible on the device Proceed with software installation

RM Monitor RM Monitor Administration Page  Add/delete users  Manage restaurant information  Manage access to who can view data  Manage chain information  View Store Data  Setup Subscription

RM Monitor Accessing Administration Page RM Monitor only allows one administrator to make changes and requires the administrator account to do so. Administrators may access the RM Monitor Admin page for the chain by going to:  and selecting the “Manage Account” option and then enter in the administrator name and password.  aspx and then enter in the administrator name and password.

RM Monitor Remote Access  Desktop Computer- RM Monitor, the program will lead you directly to the Admin page.  Mobile Device- enter the administrator name and password to access administration page.

RM Monitor Subscription  RM Monitor is a subscription service  RM Monitor currently uses Paypal  Subscribe/unsubscribe to RM Monitor under the “Setup Subscription Billing” tab on the RM Monitor Admin page.  Each store must have their own subscription

RM Monitor Manage Users

RM Monitor Add New Users  First and last name of user  Create a Login Name  Create and confirm a user password- it is suggested but not necessary that you use an alphanumeric code.  “Save” to update user information

RM Monitor Edit Delete Current Users  Select from List  Use search option

RM Monitor Edit Delete Current Users

RM Monitor Manage Restaurant Access  Use options under “Manage Restaurant Access” tab

RM Monitor Manage Restaurant Access The Setup Restaurant Access form is broken into three sections: Users- The drop down menu in this field alphabetically lists

RM Monitor Manage Restaurant Access Allow/deny- The option will toggle allowing you to deny or allow access to restaurants.

RM Monitor Manage Restaurant Access Restaurant- Select one restaurant or several by clicking and dragging the mouse across the list of restaurants

RM Monitor Manage Restaurant Change data for a particular restaurant  Misspelled Restaurant Name  Restaurant Address The rest of the fields are automatically populated

RM Monitor Manage Chain  The options under the Manage Chain tab  Change Chain  Change Administrator Login Credentials

RM Monitor Viewing Data Use the Update function on RM Monitor to get the most up to date information. The Update icon may be different colors between devices.

RM Monitor Viewing Data The last update time will appear on the bottom portion of the screen

RM Monitor Navigating Device. The report categories on a computer are listed as a menu tree

RM Monitor Navigating Device Use the arrow on the right side of the report category to drill down the information

RM Monitor Navigating Device

RM Monitor Information Demonstration