TransForm - implementation pre-requisites - archived

Introductory Email

The Project Manager at b4 sends our Introductory Email to the customer contact as soon as possible after the contract is received.

Normal on-site contacts to become involved include...

1) a primary contact you regard as the On-Site Project Manager for the implementation
2) an IT representative for the site
3) an Accounting rep who has knowledge of the property's payment processing accounts

The customer team may opt to include others - often those who manage the points of sales for which payments will be collected online.

10-Day Project Objectives

1. The Customer will normally designate an On-Site Project Manager for the implementation who is familiar with the PMS, knows who to involve for quick decisions, and manages the implementation details on-site.
   
   
2. From the point that all pre-requisiites are in place, most implementations are normally complete within 10 business days or less. This is a very flexible guideline of typical timings.
   
   Day 1 - pre-requisites, demo, decisions & info
   Days 2 & 3 - gather and submit decisions & info
   Days 4 & 5 - build & styling
   Days 6 & 7 & 8 - test & troubleshoot
   Days 9 & 10 - user training, how to contact support & release
   
   
3. If the on-site team becomes unresponsive, we try to re-establish contact at least weekly for three weeks before moving the project into 'stalled MIA' status, at which point Sales may also assist in trying to revive the contact for three additional weeks prior to cancellation.
   
   

Pre-Requisites

Pre-requisites are supporting products and conditions that must be in place or must be confirmed before the project can proceed in earnest.

1. Who is your On-Site Project Manager for this Implementation?
   
   
2. If your PMS (property management system) is a new installation, it must be fully installed, and you must be comfortable with the configuration of revenue and payment types.
   
   
3. You must be running Opera version 5.5.21 or higher.
   You must be running Agilysys LMS version 7.3.4 or higher. If Refunds and City Ledger Payments are required, version 7.4.4 or higher is required.
   
   
4. For new properties, confirm that the DNS has been created for your main website domain and your web server domain, by having your domain registrar register the URL. Propagation following creation can typically take 48 to 72 hours.
   
   
5. You will need to acquire an E-Commerce MID through your Payment Gateway provider (such as 3C, Authorize.Net, Beanstream, Elavon Fusebox, FAC, Freedom Pay (rGuest Pay for Agilysys), Merchant Link, Shift4), and advise b4checkin of the credentials for your E-Commerce Merchant ID. The Start Date for the 10-Day Project Plan cannot be earlier than one week before the eCommerce MID is scheduled for installation.
   
   
6. Confirm that your web server TLS is set to 1.2.
   
   
7. b4 will start the build and styling at the earliest possible date. Normally, we emulate your website design, borrowing design elements from there. If you have a Style Guide that outlines specifications for your branding elements, please send it immediately.
   

   If you wish a specific background photograph to be featured - like the sample in our Demo Site - please include the image file (JPG or PNG at 1920 pixels wide x 1440 pixels high). The logo image for the page header of TransForm (b4easypost) must be 110 pixels high.
   
   

8. Be prepared to involve everyone on your team who will use or manage TransForm (b4easypost), normally including at least IT, Front Desk, Reservations, Accounting, Group Sales.
   
   
9. For integration with Opera, the Kiosk Interface by Oracle (Product ID 5100-041/OPP-KSK) must be installed and tested.
   
   If the Kiosk is new, instruct the Oracle Technician who is installing your Kiosk to contact Kees Keun, b4's IT & Support Manager (kees@b4checkin.com) as soon as Kiosk is running, so that connectivity testing can be carried out on the day of installation.
   
   Confirm that the DNS has been created for your Kiosk Web Service URL by having your domain registrar register the URL. Propagation following creation can typically take 48 to 72 hours.
   
   

10. For Opera, create a new User record for TransForm (b4easypost) (Setup -> User Configurations -> Users) with Login Name B4CHECKIN, and with Cashier permissions. The password must be all in CAPS.

    
    

    

    Under the User, set the Application Access Control to PMS.

    

    Set Property Access (Prop Acc.) to the applicable property. This example happens to list multiple properties.

    

    Set Permission to include Cashier Deposits and Post Payment

    
    
    Provide the Username and Password to b4checkin.

    
    For Agilysys LMS, create a dedicated 'deposit cashier' with Cashier ID = EZ and Cashier Name = EZPOST CASHIER (or similar)