Oracle® Retail XBR Loss Prevention and Store

Analytics
User Installation Guide
Release 7.0

August 2015
 Oracle® Retail XBR Loss Prevention and Store Analytics User Installation Guide, Release 7.0

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ii
Oracle Retail VAR Applications
The following restrictions and provisions only apply to the programs referred to in this section and
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(i) the MicroStrategy Components developed and licensed by MicroStrategy Services Corporation
(MicroStrategy) of McLean, Virginia to Oracle and imbedded in the MicroStrategy for Oracle Retail
Data Warehouse and MicroStrategy for Oracle Retail Planning & Optimization applications.

(ii) the Wavelink component developed and licensed by Wavelink Corporation (Wavelink) of
Kirkland, Washington, to Oracle and imbedded in Oracle Retail Mobile Store Inventory
Management.

(iii) the software component known as Access Via™ licensed by Access Via of Seattle, Washington,
and imbedded in Oracle Retail Signs and Oracle Retail Labels and Tags.

(iv) the software component known as Adobe Flex™ licensed by Adobe Systems Incorporated of
San Jose, California, and imbedded in Oracle Retail Promotion Planning & Optimization
application.

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The VAR Applications contain trade secrets of Oracle and Oracle's licensors and Customer shall
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other reduction of the VAR Applications to a human perceivable form. Oracle reserves the right to
replace, with functional equivalent software, any of the VAR Applications in future releases of the
applicable program.
 Contact Information

30500 Bruce Industrial Parkway 1800 West Park Drive 7031 Columbia Gateway Drive
Cleveland, OH 44139 USA Westboro, MA 01581 Columbia, MD 21046-2289
Toll Free: 888.328.2826 Tel:508.655.7500 Tel: 443.285.6000
Tel: 440.498.4414 Fax:508.647.9495
Fax: 440.542.3043

iv
 TABLE OF CONTENTS
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
XBR Version 7.0 Supported Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Upgrading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Pre-Installation Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Distributed Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Centralized Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Settings Information for XBR Installation: dtvcustom.ini. . . . . . . . . . . . . . . . . . . . . . .3
Installing From a Network Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Installing the XBR Desktop Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Table of Contents i
XBR® Desktop 7.0.0 User Installation Guide

OVERVIEW

Note: The rebranding for the latest version of this documentation set is in development as part of
post MICROS acquisition activities. References to former MICROS product names may exist
throughout this existing documentation set.

XBR is the loss prevention and store data analysis tool and uses exception based reporting
methods to easily identify, track, and respond to store events.
Table Editor is an additional component that can be installed.
Table Editor is designed to let you maintain supplemental files (i.e. non point-of-sale files)
that are used with your XBR software. For example, it is an efficient means to organize and
edit existing master files. Data can be managed through basic functionality like sorting,
filtering, printing and exporting. Table Editor allows the flexibility of modifying multiple fields
in a master file by utilizing spreadsheet or data form formats, radio buttons and drop down
lists in conjunction with existing functionality.

This Installation Guide describes the installation and configuration of MICROS-Retail XBR®
Desktop application.

Audience
This document is intended for anyone who wants to install the Desktop version of XBR. This
person should be familiar with basic Windows operations. This person also should know who
to contact to get the information (server names, port numbers, IP addresses, etc.)

Prerequisites
„

This guide assumes:

„ You know the name of the LDAP server, and the connection port value (if you use LDAP).
„ You know the database server name and other parameters that may be required to
connect XBR to it.
„ You know the gateway IP address for email.
„ You know the server name and database name that will be used for offline reports, if it is
different from the main database.
You know the org code that was used in the database setup.

Overview 1
Overview XBR® Desktop 7.0.0

XBR Version 7.0 Supported Platforms

Database
„ Microsoft SQL 2005/2008
„ Oracle 10g/11g
Operating System
Client
z Windows XP
z Windows 7 (64-bit)

The XBR Desktop application can only be deployed on Windows operating

system environments.

Upgrading
The installation is a complete installation. In other words, this application, when installed,
does not overwrite or add components to previous versions.
If you would like to remove the previous version, use the installation CD for that version and
follow the instructions in the Implementation Guide on using the “Remove” option. An
alternate procedure would be to use the Windows Add/Remove Programs.

2 Overview
XBR® Desktop 7.0.0 User Installation Guide

PRE-INSTALLATION CHECKS

Read this section before you install the XBR Desktop application at a user workstation.

Distributed Installations
Distribute a copy of the XBR CD to all users who will run a local copy of the XBR client
software at their PC. You can make copies of the CD that has been supplied to you or you
may distribute the CD files over your network.

Centralized Installations
If you are installing XBR from a centralized network drive, it is not necessary to distribute the
CD to individual users. Individual products (including the XBR Desktop client software) are
stored in subdirectories under a main product directory.

Regardless of whether you are installing from the network or by

distributing the CD to individual users, be sure that you have a network
connection to your database servers. XBR uses several .DLL files from
those servers.

Settings Information for XBR Installation: dtvcustom.ini

XBR can use a file called dtvcustom.ini, if provided, that may be used during installation for
customers who:
z Use more than one video vendor.
z Want to provide database settings to their users who are installing 7.0.
z Want to provide a default company email address.
The InstallShield application that prompts you through the installation by using the contents
of dtvcustom.ini as defaults for some of the parameter settings in the customer's .ini files.

Installing From a Network Drive

If your are installing XBR from a network drive and the file dtvcustom.ini is on your
installation CD, make sure the dtvcustom.ini file is in the same directory as the setup.exe
file for XBR 7.0. If it isn't in the same directory, its settings are not used during installation.

If you wish to install the XBR Desktop application in more than one
location, you must run the installation program for each location. Do
not copy the installed XBR Desktop application from one location to
another.

Pre-Installation Checks 3
Installing the XBR Desktop Application XBR® Desktop 7.0.0

INSTALLING THE XBR DESKTOP APPLICATION

This installation procedure will install the XBR 7.0 Desktop Application
with a basic configuration. If you wish to perform a more detailed
configuration, refer to the XBR Implementation Guide.

1. Insert the XBR installation CD into the CD drive. The installation program should start
automatically.

If the CD doesn't start automatically, or if you are running the CD off

the network:
„ At the Windows desktop, click the Start button, then select Run.
„ In the “Run” window, click the Browse button and select the drive
where the installation CD is located.
„ Find the file setup.exe, select it and click OK. It is located in the
\Desktop folder on the installation CD.
„ In the “Run” window, click OK. The InstallShield program runs, and
displays the following Welcome screen window.

2. Click Next to continue with the installation process.

Figure 2-1: Welcome Screen for Install Wizard

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XBR® Desktop 7.0.0 User Installation Guide

3. Click Next to accept the default destination directory:

C:\MICROS-Retail_Analytics_7.0.
Although you can change the drive letter, it is best to use MICROS-Retail_
Analytics_7.0 as the directory name. However, if you need to change the directory,
click the Browse button, type in or navigate to and select the new directory, and click
OK.
Click Next.

Figure 2-2: Destination Location for XBR

4. You are prompted to choose the type of installation you want to perform.
z A Typical installation installs the components of the XBR client (XBR, Query Viewer,
and Table Editor) and creates the directories shown in the table below.

Subdirectory Files

XBR XBR program files.

Help On-line help files.

Picts Quick Run icon picture files

Table_Editor Table Editor files.

Query_Viewer Query Viewer files.

Installing the XBR Desktop Application 5

Installing the XBR Desktop Application XBR® Desktop 7.0.0

Subdirectory Files

PDF Installation files for the driver that allows

reports to be exported in PDF format.

z A Compact installation only installs XBR.

z A Custom installation allows you to pick the components that you want to install.
If the “Table Editor” module is installed, its configuration file dtveditor.ini is set up
with the same database connection attributes as the file dtvanalytics.ini.
Select Typical to install all components of the XBR client. Click Next.

Figure 2-3: Installation Type

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XBR® Desktop 7.0.0 User Installation Guide

5. By default, the installation CD creates a program folder called MICROS-Retail Analytics

7.0 with desktop shortcut icons for the applications being installed. To change the default
folder, enter a different name or select another existing folder and click Next.

Figure 2-4: Program Folder

Installing the XBR Desktop Application 7

Installing the XBR Desktop Application XBR® Desktop 7.0.0

6. If necessary, you may change the settings you have selected by clicking Back to return
to previous screens and make changes. If you believe that your settings are correct, click
Next to begin the installation. The status of the installation is displayed as it occurs.

Figure 2-5: Current Settings

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XBR® Desktop 7.0.0 User Installation Guide

The Organization Code that you enter in the next step MUST match the
Company Code that is in the database.

7. Once the installation has finished, enter your company name and organization code.
Click Next.

Figure 2-6: Company Name and Organization Code

Installing the XBR Desktop Application 9

Installing the XBR Desktop Application XBR® Desktop 7.0.0

8. If you are installing the XBR Desktop on a server that will be accessed via Terminal
Services or Citrix, select Yes; otherwise, select No.
Click Next, after selecting an option.

Figure 2-7: Terminal Services

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XBR® Desktop 7.0.0 User Installation Guide

9. If you use LDAP, select Yes, click Next, and continue with the next step.
If you do not use LDAP, select No, click Next, and go to step 10.

Figure 2-8: LDAP Option

LDAP means Lightweight Directory Access Protocol, an internet protocol

used by email and other programs to look up information from a server.

Installing the XBR Desktop Application 11

Installing the XBR Desktop Application XBR® Desktop 7.0.0

a. If you use Active Directory as the LDAP service, select Yes; otherwise, select No.
Click Next after selecting an option.

Figure 2-9: Active Directory

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XBR® Desktop 7.0.0 User Installation Guide

b. If you run LDAP over SSL (Secure Socket Layer), select Yes; otherwise, select No.
Click Next after selecting an option.

Figure 2-10: LDAP Over SSL

If you selected Yes you may need to install an SSL certificate. This
type of installation is not part of the current process and has to be done
separately. Please refer to “Installing an SSL Certificate” in the XBR
Implementation Guide for more information.

Installing the XBR Desktop Application 13

Installing the XBR Desktop Application XBR® Desktop 7.0.0

c. Depending on your response to the previous screen, you will see one of the following
screens. Enter the SSL or Clear Port number and click Next to continue.
If you responded Yes, enter a name for the LDAP Server and a number for the SSL
Port (default port value is “636”).

Figure 2-11: LDAP Server and SSL Port

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XBR® Desktop 7.0.0 User Installation Guide

If you responded No, enter a name for the LDAP Server and a number for the Clear
Port (default port value is “389”).

Figure 2-12: LDAP Server and Clear Port

Installing the XBR Desktop Application 15

Installing the XBR Desktop Application XBR® Desktop 7.0.0

d. This screen allows you to identify a base distinguished name (top level) of the LDAP
directory. Enter a distinguished name and click Next.

The format of the entry at this screen is LDAP-dependent. If you are

not familiar with the LDAP format, consult your LDAP specialist. The
distinguished name is a unique identifier for an entry in the LDAP
directory hierarchy. It is used to find, delete, modify, or insert an entry
in the directory. The name is used as the starting point for the search.
In the figure below, o = organization and ou = the organizational unit.

Figure 2-13: Distinguished Name For LDAP

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XBR® Desktop 7.0.0 User Installation Guide

e. If your company manages the user application security level through LDAP (rather
than by using the internal XBR application security levels), you should enter the
pattern which designates the role of the user at this workstation.

The “pattern” defines the format that is followed for specifying different
user roles and is related to the user’s security level. The pattern is
“XBR-USER-” and the role follows the right-most hyphen.
For example, established role names include XBR-USER-SYSADMIN
(System Administrator), XBR-USER-SYSMGR (System Manager), XBR-
USER-LP (Analyst), and XBR-USER-RO (Read-Only).
If your organization uses a different approach for specifying user roles,
the entry “IGNORE” should be made in the “User Role” field.

Figure 2-14: User Role Pattern

Installing the XBR Desktop Application 17

Installing the XBR Desktop Application XBR® Desktop 7.0.0

10. If you are using Oracle as your database type, select Oracle, click Next, and continue
with the next step.
If you are using SQL Server as you database type, select Microsoft SQL Server, click
Next, and go to step 14.

Figure 2-15: Database Type

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XBR® Desktop 7.0.0 User Installation Guide

11. Select how you will access the Oracle database:

a. Select PowerBuilder Native Drivers, click Next, and continue with the next step, or
b. Select ODBC, click Next, and go to step 16.

Figure 2-16: Access the Oracle Database

Installing the XBR Desktop Application 19

Installing the XBR Desktop Application XBR® Desktop 7.0.0

12. Select the version of Oracle (10g or 11g) you are using.

Figure 2-17: Oracle Version

13. Skip to step 16.

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XBR® Desktop 7.0.0 User Installation Guide

14. After you select the database type, you are prompted for the database name to which
you want to connect. Enter the database name and click Next.

Figure 2-18: SQL Server Database Name

Installing the XBR Desktop Application 21

Installing the XBR Desktop Application XBR® Desktop 7.0.0

15. If your company uses NT Authentication, select Yes to indicate authentication is present.
The default option “IntegratedSecurity='SSPI'” is added to a parameter string in the next
step.
If your company does not use NT Authentication, select No.
Click Next.

Figure 2-19: NT Authentication

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XBR® Desktop 7.0.0 User Installation Guide

16. Enter the Database Server, Parameters and Connection information on the screen and
click Next.

Figure 2-20: DB Server, Parameters, Connection Information

Installing the XBR Desktop Application 23

Installing the XBR Desktop Application XBR® Desktop 7.0.0

17. Offline reports are stored in the database. The database may be either the main
database (as shown in the previous screen) or any other database, regardless of
whether or not it is on the same server.
This screen allows you to specify if the same database connection attributes (server
name and database name) are used for offline reports. Make a selection and click Next.
If you use the same database: select Yes, click Next, and go to step 18.
If you are going to use a different database: select No, click Next, and continue below.

Figure 2-21: Offline Reports and Alerts

24 Installing the XBR Desktop Application

XBR® Desktop 7.0.0 User Installation Guide

a. Provide the database type.

Figure 2-22: Database Type for Offline Reports

Installing the XBR Desktop Application 25

Installing the XBR Desktop Application XBR® Desktop 7.0.0

Depending on which database, Oracle or Microsoft SQL Server you

selected, you will see one of the following screens.

b. If you selected Oracle: provide a server name, click Next, and continue with the
next step.

Figure 2-23: Offline Reports Oracle - Server Name

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XBR® Desktop 7.0.0 User Installation Guide

c. If you selected Microsoft SQL Server, provide a server name and database name,
click Next, and continue with the next step.

Figure 2-24: Offline Reports SQL Server - Server Name and Database Name

Installing the XBR Desktop Application 27

Installing the XBR Desktop Application XBR® Desktop 7.0.0

18. At the Mail gateway address window, enter the IP address or name of your SMTP relay
(your email server). Click Next.

Figure 2-25: IP Address or Email Server Name

If there is no default entry or you don't know the name of your SMTP
relay, leave the field blank and complete the install. Refer to “Email
Configuration Settings” in the XBR Implementation Guide for
information about how to enter the mail gateway address.

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XBR® Desktop 7.0.0 User Installation Guide

19. Enter the email address to be used by default for the sender. Enter your own email
address here, for example, “[email protected]”. Click Next.

Figure 2-26: Sender’s Email Address

Installing the XBR Desktop Application 29

Installing the XBR Desktop Application XBR® Desktop 7.0.0

20. This screen allows you to specify if you use video. If you do, select Yes, click Next, and
continue with the next step.
If you do not use video, select No, click Next, and go to step 22.

Figure 2-27: Video Links

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XBR® Desktop 7.0.0 User Installation Guide

21. If you selected Yes, you are prompted to navigate to the directory (either on the
network or on your local hard drive) and select the default executable file that runs your
video.
If your company uses only one video vendor, the following entry is written to the file
dtvanalytics.ini:
VideoDir= line
After you select the default video executable file, click Open.
However, if your company uses more than one video vendor, refer to the XBR
Implementation Guide for more information.

Figure 2-28: Video Player Executable

If you don't know where a video vendor's executable file resides, select Cancel.

Installing the XBR Desktop Application 31

Installing the XBR Desktop Application XBR® Desktop 7.0.0

22. After the "Installation Complete" screen displays, click Finish to complete the
installation.

Figure 2-29: Installation Complete

32 Installing the XBR Desktop Application

 Contact Information
www.micros-retail.com

30500 Bruce Industrial Parkway MICROS Systems, Inc.

Cleveland, OH 44139 USA 1800 West Park Drive www.MICROS.com
Toll Free: 888.328.2826 Westboro, MA 01581 7031 Columbia Gateway Drive
Tel: 440.498.4414 Tel:508.655.7500 Columbia, MD 21046-2289
Fax: 440.542.3043 Fax:508.647.9495 Tel: 443.285.6000