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

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 Email Account to push data

• Standard SMTP• Gmail• Yahoo

Method of receiving data• Email• 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 email (outgoing purposes

RM Alert Setup

Store Information SMTP Password - enter the

same password you use to access the e-mail account.

Admin E-mail - 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

http://indy.fulgan.com/SSL/openssl-0.9.8j-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 e-mail address - Launches RMMsgdef.exe SMTP Server – Launches RM BackOffice Send Test E-mail – Use to test e-mail account RM Monitor Registration – Launched RM Registration

form

Most options can be accessed from elsewhere

RM Alert Setup

The Send Test E-mail-option will send a test

email 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 Email/ Text

RM Alert Setup

Use the Email Option to send content to: Email 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

Email 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 17.0.2009.4221 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 E-mail Address- Enter the email 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 E-mail Address- Enter the store’s email 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 http://rmmonitor.rmpos.com/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: http://rmmonitor.rmpos.com/rmmonitor/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 MonitorI 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: http:/rmmonitor.rmpos.com and selecting the

“Manage Account” option and then enter in the administrator name and password.

http://rmmonitor.rmpos.com/rmmonitor/Desktop/Login.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 Email Address

The rest of the fields are automatically populated

RM Monitor

Manage Chain The options under the Manage Chain tab

Change Chain Email 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