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MICROS Installation Guide


Updated

Audience:

Technical Teams, Customer Success Teams, and Client's POS programmer   

Description of issue:

Olo is not installed on the MICROS server and we would like to get Olo integrated with MICROS.

Solution:

This document outlines the process for installing the OLO MICROS Integration Services onto a computer.

PRE-INSTALL CONFIGURATION (MICROS & ENVIRONMENT)

There are a few Micros and environment updates that must be in place before Olo will be able to run properly.

  • Olo has learned that it is not recommended to run versions of Micros 3700 less than version 4.8. If you are running a previous version of Micros, please contact Micros for upgrade info & notify Olo. Due to enhanced PCI Requirements, we prefer that you are running Windows 7 Service Pack 1 with TLS 1.2 support and MICROS 3700 version 5.0 or greater.
  • The Back of House (BOH) server must have sufficient disk space to process orders (Olo recommends at least 1GB of RAM and at least 5GB of free hard drive space).

POS Firewall Requirements

If your store networks allow all outgoing traffic by default, there is no need to read further. This only applies if you deny outgoing traffic by default.

The store computer needs to be able to make DNS lookups and outbound HTTPS and TCP connections to Olo’s servers. (Olo’s agent does not require any incoming firewall rules. Network connections are always initiated from inside the store network.)

Olo’s in-store software agent requires TCP ports 443 and 9292 to be open for egress traffic. Additionally the Olo Dashboard requires browser access on port 443.

If you still use Windows XP at any stores, you will additionally need to ensure access to legacy-api.olo.com (or its 9 assigned IP addresses, if your firewall does not support FQDN rules.)

All POS-integrated stores require access to api.olo.com on port 443 and pos1.olo.com - pos5.olo.com on port 9292. The new IP addresses for these are provided in the table below.

Reason

FQDN

TCP Port

New IP Addresses

POS Connectivity

api.olo.com

443

52.0.148.73

52.1.103.28

52.1.106.63

52.202.120.141

52.203.244.50

54.83.190.167

54.84.184.104

54.165.137.17

54.208.197.95

pos1.olo.com

9292

52.20.200.81

pos2.olo.com

9292

52.23.79.84

pos3.olo.com

9292

52.207.85.59

pos4.olo.com

9292

54.80.187.138

pos5.olo.com

9292

54.80.236.14

POS Connectivity
(additional endpoint needed for Windows XP/2003 only)

legacy-api.olo.com

443

52.54.252.206

52.44.215.203

52.54.152.250

52.55.199.228

52.1.236.38

107.23.176.167

52.207.31.174

52.45.140.150

54.236.236.219

Olo Dashboard

(if used in-store)

my.olo.com

443

52.73.161.210

52.2.55.227

52.1.138.129

52.204.138.253

52.21.16.139

52.202.217.214

52.71.161.253

52.203.92.251

54.87.49.124



All rules should use the above host names. Please do not whitelist just the underlying IP addresses as these may change.

A good way to test your configuration: open a command prompt, and try to telnet to our server using the command “telnet pos1.olo.com 9292” (do this for pos1-5) - if telnetting out fails, there is a problem with the store network or outbound port traffic configuration.

In order for Olo to run properly at a store you must complete the MICROS Configuration Setup at each store.

MICROS CONFIGURATION SETUP

1) The Transaction Services module must be licensed. You can access License Manager by pressing Start/Run and typing licmanager.

2) The web service must be configured like this (POSAPI WEB SERVICE), linked to the micros server. Devices/Devices:



3) The Web Service device must be linked to a new User Workstation:

4)  Here are the recommended setting for this User Workstation. Device/User Workstation:

5) Add a location for the Check Info Lines to print on the desired Order Devices. Device/Order Devices:

6) Make sure that a Print Format for the Check Info Lines is selected along with 16 lines of Info. RVC/RVC Interfaces:

7)  Configure an employee class that will only be used by the API Employee. When you check POS API Employee in Employee Class, most of the other options will become disabled by design.

8) Configure an employee for the API to use and link it to the POS API Employee Class.  Please note the Employee ID selected for this Employee and provide it to Olo. Employee/Employee Class:

 

 

9) Test your MICROS configuration by accessing the URL http://localhost/ResPosApiWeb/ResPosApiWeb.asmx in a browser. If this shows “ResPosApiWebService” and a list of operations, the API is properly configured and installed.

  • In most cases, if there is trouble outside of these configuration variables the Micros log file will point to the problem. This file can be found at %microsdir%\res\pos\etc\3700d.log.

10) Provide the necessary MICROS configuration items to Olo

CONFIGURATION VALUE _ EXAMPLE VALUES

Employee ID:                                 4 (from step 5 above)

Micros DSN:                                   DSN=micros;Uid=custom;Pwd=custom;

Order type:                                     3 (order type used for Olo)

Delivery order type:                         3 (order type for delivery Olo)

Revenue center:                               1 (RVC number for Olo)

In-store tender (only for pay in store): 1001 (Send Order – Service Total)

Pre-paid tender (paid online):             101 (Tender for Olo Closed checks)

Service charge (if tips are allowed):     101 (Olo Tips & Fees)

In some cases it is possible to do a store specific override of a certain value above. However, Olo strongly recommends standardized configuration values for all stores if at all possible. If there is a reason not to standardize a value, please discuss with Olo during the initial integration discussions.

11) Provide the optional MICROS item numbers to Olo:

Each of these items needs to require reference entry (MI Class) and print in black on all devices (Print Class). These need to exist in every location’s MICROS DB.

    • Special Instructions Condiment Number (used for typed message on items):
    • Guest Name Condiment Number (used for adding a guest name to items):
    • Curbside Car Model Menu Item Number:
    • Curbside Car Type Menu Item Number:
    • Curbside Car Color Menu Item Number:
    • Dispatch Order Type Number:
    • Curbside Order Type Number:
    • Card Type Tenders (1-4) if desired:
    • Dispatch Fee Options (only 1 of the 2)
      • Dispatch Fee & Tip Service Charge Number (if S/C is how you want this):
      • Dispatch Fee Menu Item Number (if MI is how you want this):

 

12) Load the Olo services on the MICROS Server with the correct Olo Username and Password for each store (these are available via that Olo Dashboard).

INSTALLATION GUIDE for Olo Services

Goals

This guide should assist you in the installation of the Olo services at a new location that has been configured for remote ordering

Summary

There are 7 steps to install the Olo Services to Micros and confirm that the services are running properly.  

Although the instructions here may seem intimidating at first glance, each step is quite simple and the installation – assuming the configurations in place are already correct – can take less than 5-7 minutes to complete.

Section Overview

Step 1: Confirm store is “Offline” on the Olo Dashboard

Step 2: Generate a Password

Step 3: Download the Installer

Step 4: Follow the Instructions in Wizard

Step 5: Check the POS Configuration Setup

Step 6: Start the Olo Services

Step 7: Confirm Store is Online Using the Dashboard

 

Installation Procedure (basic store install)

Step 1: Confirm store is “Offline” on the Olo Dashboard 

The purpose of this step is mainly to confirm that you have dashboard permission to view the store, and since the store will connect automatically and disappear from the “Offline” list, it is a nice way to confirm that your installation has succeeded.

Log into the Olo Dashboard at https://my.Olo.com and click “See Offline Vendors” button. The store will be listed below.

Step 2: Generate the POS Password

Since it takes 2 minutes or so for the password to register with the POS connection servers, it makes sense to generate it for the store before running the installation tool.  

Tip: If you forget to generate the password upfront and instead generate it right before entering it into the installation tool, you may see an “Invalid Username or Password” error. Simply wait a few minutes for the newly generated password to register and then try it again.

From the Offline list click on the store’s name to go to the Settings page for the location. Click on POS Settings link.

Click on “Generate a New Password” button. Confirm the warning dialog and a password will be generated. Mouse-over the box to see the password for the username listed above the warning message. Keep this page open as you move to the store computer for installation.

Step 3: Download the Installer from the Olo Dashboard

1)  Go to Brand section on the left control list
2)  Select POS Downloads

                                                                                

3)  Select Micros 3700

  4)  Click the button to download the most current version of the Olo Micros Agent

Step 4: Follow the Instructions in the Install Wizard

  1. Click Next to begin the process.
  2. Click Next for the destination folder.
  3. Enter the Olo username and password (the one generated on the Olo Dashboard in Settings).
  4. Click Install and then Finish when it is done.

Step 5: Check the POS Configuration Setup

Click on “Run Olo Micros test.bat” to open the POS Configuration tester.

Common Errors and Issues

Incorrect vendor name / password:

This error means the vendor name and password combination entered into the install wizard do not match anything on Olo’s system.

  1. Be sure you’ve allowed enough time between generating the password and entering it here. Wait at least 2 minutes between these steps.
  2. Make sure you have the correct username.
  3. There was a problem typing the password (the passwords here can be tricky but need to be for       security reasons). To try again, you want to uninstall the Wizard and re-run it. Run the Install         Wizard first to remove the application, and then re-run it again to retry the username and         password combination.

If the Test program encounters any other errors, it will provide the reasons. These may be configurations that you already know how to correct, in which case you can simply proceed with those corrections and re-run the test. If the reasons are unknown to you, copy down the exact message for Olo to review. If the test succeeds, move on to the next step.

 

Step 6: Start the Olo Services

Start button -> Run -> Services.msc

Right-click the Olo Micros Service, click Start

The Olo Micros Service will automatically start the Olo Update Service 

 

Step 7: Confirm Store is Online Using the Dashboard

Once the services are running, the store should be automatically connected and displayed as “Online” within a couple of minutes

Open up the dashboard and click “See Offline Vendors” button to refresh the list, and confirm that the installed store is no longer listed

 

 

 

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