2 Getting Started

Prerequisites for Getting Started

Use Enterprise Management to centrally manage OPERA Cloud and Cruise SPMS configuration across all chains, brands and properties within a single enterprise. In Enterprise Management, you create and update standardized configurations and then efficiently distribute them to properties across multiple locations, ensuring consistency and accuracy. Enterprise Management can be used for provisioning new properties or distributing configuration updates to existing properties on an on-going basis.

Multiple modes are available depending on which Oracle Hospitality solution you are working with. See Switching Modes for details.

Cruise Mode
  • Configuration options for Shipboard Property Management System (SPMS).

Distribution Mode
  • Channel configuration options for OPERA Cloud Distribution.

OPERA Cloud Mode
  • OPERA Controls (Functions and Parameters). The parameters available are limited to those without additional settings.

  • Configuration options for OPERA Cloud

  • Template Property Roles

Enterprise Management Templates

Enterprise Management uses templates in a two-level hierarchy to manage configuration across your enterprise.

  • Enterprise Templates - Define standard configurations across all properties in a chain (for example, chain-wide standard configuration).

    • For each template created, a Manage Enterprise Template sub task is auto-created in the Enterprise Template task group; assign this task to user groups for user access to the template.

    • Global (chain-level) configuration, applying to all properties in a chain, is indicated withGlobal icon and can only be configured in an Enterprise Template.

    • Global and property-specific OPERA Controls are available.
      • Global OPERA Controls are indicated with Global icon

      • Complimentary functions are indicated with Tickmark icon in the Complimentary column.

    • Any dependent configuration is fetched from the enterprise template.

  • Custom Templates - Linked to an enterprise template, custom templates define standard configuration for a subset of properties (for example, brand-specific or region-specific configuration).

    • For each template created, a Manage Custom Template sub task is auto-created in the Custom Template task group; assign this task to user groups for user access to the template.

    • Any dependent configuration is fetched from both the enterprise template and custom template.

    • Property-specific OPERA Controls are available.

      • Complimentary functions are indicated with Tickmark icon in the Complimentary column.

      • When property-specific OPERA Controls are setup in both enterprise and custom templates, the setup from the custom template takes precedence.

For each template you create, start by selecting the various configuration types, then adding the configuration items (entries) for these options. The configuration types available for selection is dependent on the lowest version at your properties. For example, a configuration type added in 25.x will not be enabled for selection if some properties are currently operating 24.x. Configuration types with dependencies on other configuration types are indicated, for example - Market Codes is dependent on Market Groups. Any seeded entries are populated when the configuration type is selected for a template. See OPERA Cloud Seeded Configuration for details.

Once configuration types are selected in a template, configuration can be entered; either directly in Enterprise Management or imported from a CSV template file. Configuration values have a Pending status initially, and must be approved by a user with the Approve Configuration task assigned. Configuration values can be rejected and configuration values no longer required are updated to Archive status to prevent distribution to new properties. You can export the configuration values in a template to CSV files for import elsewhere. You also have the option to import all supported configuration from an OPERA Cloud property to an unconfigured enterprise template. You can export the configuration entries in a template to CSV files for use externally.

Distributing Configuration

Note:

Distribution to the pseudo CSP-Central Sales Property is not supported.

In order to distribute configuration to properties, a custom template is linked one or more properties; resulting in the configuration from both the enterprise template and the custom template being distributed and upsert (update or insert) in OPERA Cloud. When the Multi Property OPERA Control is active, configuration is upsert to both the template (where applicable) and the properties.

When distributing configuration dependent on an OPERA Control (for example, Alerts Messages for the Alerts OPERA Control), distribution fails when the OPERA Control is inactive at the property. Distribution logs will indicate "<property> does not support <configuration type>". OPERA Controls selected and activated in templates are distributed prior the configuration entries in the templates.

In OPERA Cloud Administration, a Managed By column is displayed in search results, indicating the origin of the configuration.
  • If the configuration is added directly in OPERA Cloud, configuration entries are labeled as "Property Managed".

  • If the configuration was distributed from Enterprise Management, configuration entries are labeled as "Enterprise Managed".

  • If the configuration was distributed from Enterprise Management and overridden by the property, configuration entries are labeled as "Property Overridden" (Requires the Override Enterprise Managed Configuration task). Further updates from Enterprise Manager are declined.

Note:

All Enterprise Management configuration changes are tracked in the OPERA Cloud changes log with the user WS_EM_INTERNAL_CLIENT1_APPID.

This image shows the creation of multiple enterprise templates.

Related Topics

OPERA Cloud Seeded Configuration

The following configuration options and configuration entries are seeded on creation of an Enterprise Template

Table 2-1 Seeded Configuration

Configuration Option Configuration Entries Global Dependent Configuration

Delivery Statuses

1-5

Yes

No

Genders

  • M-Male

  • F-Female

  • U-Unknown

Yes

No

Fiscal Guest Types

  • 1 = Individual

  • 2 = Professional

  • 3 = Government

  • 4 = POS account

Yes

No

Number to Words

 

Yes

No

Preference Groups

  • Dietary-Dietary Requirements

  • Floor-Floor Preference

  • Key Options-Room Key Options

  • Interests-Interests

  • Minibar Options-Minibar Options

  • Phone Options-Phone Options

  • Room Features-Room Features

  • Smoking-Smoking Preference

  • Specials-Special Requests

  • TV Options-TV Options

  • Unassigned-Unassigned

  • Video Options-Video Options

Yes

Yes

Reservation Colors

  • Black

  • Blue

  • Cyan

  • Green

  • None

  • Red

  • White

  • Yellow

Yes

No

Room Types

PM-Posting Master

No

Yes

Servings

  • PT-Per Table

  • PP-Per Person

Yes

Yes

Switching Modes

You can switch between OPERA Cloud Central, OPERA Cloud Distribution and Cruise (SPMS) modes to access the template options, tasks and other options applicable to each solution.

Activating OPERA Cloud Mode

Activate OPERA Cloud mode to setup templates for distribution to OPERA Cloud Central properties.

  1. Click your user initials icon in the top-right to display additional options.
    1. Select Mode: Select OPERA Cloud from the list.

    2. Your session will reinitialize.

Activating Cruise Mode

Activate Cruise mode to setup templates for distribution to SPMS.

  1. Click your user initials icon in the top-right to display additional options.
    1. Select Mode: Select Cruise from the list.

    2. Your session will reinitialize.

Activating OPERA Cloud Distribution Mode

Activate Distribution mode to setup templates for distribution to OPERA Cloud Distribution.

  1. Click your user initials icon in the top-right to display additional options.
    1. Select Mode: Select Distribution from the list.

    2. Your session will reinitialize.

OPERA Cloud Configuration Options

BOOKINGS

Table 2-2 Booking

Configuration Option OPERA Control Notes

Alert Messages

Alerts

 

Block Cancellation Reasons

Business Block

 

Block Conversions Codes

Business Block

 

Block Destination

Business Block

 

Block Lost Reasons

Business Block

 

Block Refused Reasons

Business Block

 

Block Reservation Methods

Business Block

 

Block Rankings

Block Ranking

 

Block Rate Override Reasons

Allow Rate Editing with Rate Code

 

Booking Types

Business Block Type

 

Cancel Penalties (Rules)

Cancellation Handling

 

Cancellation Reasons

   

Catering Menu Classes

Event Resources

 

Catering Menu Item Classes

Event Resources

 

Catering Revenue Groups

Event Resources

 

Catering Revenue Types

Event Resources

 

Country Entry Points

   

Deposit Rules

Deposit Handling

 

Discount Reasons

Reservation Discount

 

Guest Locators

Guest Locators

 

Guest Messages

Messages

 

Guest Status

   

Guest Types

   

Immigration Status

   

Item Rate Rules

Event Resources

 

Market Codes

   

Marketing Cities

   

Market Groups

   

Menu Item Container

Event Resources

 

Marketing Regions

   

Meal Periods

Catering Events

 

Origin Codes

   

Property Move Reasons

   

Purpose of Stay

   

Reservation Colors

 

Seeded Entries

Room Move Reasons

   

Reservation Types

   

Servings

Event Resources

Seeded Entries

Source Codes

   

Source Groups

   

Trace Texts (Global)

  • (AR) Traces
  • (Block) Traces
  • Reservation Traces
 

Turnaway Codes

Turnaway Functionality

 

Waitlist Codes

Waitlist

 

Waitlist Priorities

Waitlist

 

CLIENT RELATIONS

Table 2-3 Client Relations

Configuration Option OPERA Control Notes

Address Formats

   

Alternate Language Titles

Multi Language

Supports multi-byte Unicode characters for Code

Account Priorities

Sales Information

 

Address Types

   

Birth Countries

   

Business Potential

Sales Information

 

Business Segments

   

Company Types

IATA Company Type

 

Competition Codes

Sales Information

 

Countries

   

Country Main Groups

   

Communication Types

   

Credit Ratings

Credit Rating

 

Districts

   

Distance Types

   

Enrollment Groups

Enrollment

 

Enrollment Codes

Enrollment

 

Fiscal Regions

   

Fiscal Guest Types

   

Genders

 

Seeded Entries

Global Action Codes

Property Action Code

 

Inactive Reasons

   

Industry Codes

   

Identification Types

   

Identification Countries

   

Influence Codes

Sales Information

 

Keyword Types

Keyword

 

Languages

Multi Language

 

Location Types

E-Certificate Redemption

 

Mailing Action Codes

   

Membership Claim Origins

Loyalty badge Membership Claims

 

Membership Claim Types

Loyalty badge Membership Claims

 

Membership Classes

   

Membership Origin Groups

Loyalty badge

 

Membership Rate Groups

Loyalty badge

 

Membership Revenue Groups

Loyalty badge

 

Membership Revenue Types

Loyalty badge

 

Membership Room Groups

Loyalty badge

 

Membership Status Codes

Loyalty badge

 

Membership Source Groups

Loyalty badge

 

Nationalities

   

Payment Due Days

Payment Due Days

 

Preference Groups

 

Seeded Entries

Preferences

   

Profile Name Validations

Profile Name Validations

 

Regions

   

Restriction Reasons

Restriction/Flagged Reasons

 

Sales Account Types

Sales Information

 

Sales Activity Results

Activity Results

 

Sales Activity Trace Codes

Activities

 

Sales Activity Types

Activities

 

Sales Scopes

Sales Information

 

Sales Scope City

Sales Information

 

Sales Sources

Sales Information

 

Sales Territories

Sales Information

 

States

   

Tax Categories

   

Tax Offices

   

Titles

   

Travel Agent Types

IATA Company Type

 

VIP Levels

VIP

 

ENTERPRISE

Table 2-4 Enterprise

Configuration Option OPERA Control

Airports

 

Attraction Categories

 

Attractions

 

Corporate Brand Codes

 

Corporate Business Units

 

Corporate Department Codes

 

Corporate Divisions

 

Corporate Operating Units

 

Delivery Statuses

Seeded Entries

Departments (Global)

 

Hotel Categories

 

Job Titles

 

Note Types

 

Property Detail Categories

 

Property Types

 

Service Request Codes

Service Requests

Service Request Priorities

Service Requests

Transportation Types

 

Track It Actions

Track It

Track It Locations

Track It

Track It Types

Track It

FINANCIALS

Table 2-5 Financial

Configuration Option OPERA Control Notes

Articles

Articles

 

Adjustment Codes

   

AR Restricted Reasons

   

Auto Folio Settlement Types

Auto Settlement Rules

 

Calendar Events

Property Calendar

 

Cashiers

   

Cashier Shift Drop Locations

Shift Drop Location and Bag Numbers

 

Consumable Inventory

Consumable Inventory

 

Credit Card Types

   

Daily Rate Code (Definition)

Daily Rates

 

Day Types

Day Types

 

Display Sets

   

Folio Arrangement Codes

Folio Arrangements

 

Foreign Currency Codes

Foreign Currency Codes

 

Group Arrangement Codes

Folio Arrangements

 

No Show Posting Rules

Post Revenue To No Shows

 

Number to Words

 

Seeded Entries

Package Arrangements

Folio Arrangements

 

Package Categories

   

Package Codes (Definition)

   

Package Groups

   

Package Forecast Groups

   

Payment Methods

   

Period Definition Years

Period Definition

 

Promotion Groups

Promotions Module

 

Rate Categories

   

Rate Classes

   

Rate Groups

Rate Groups

 

Rate Seasons

Rate Seasons

 

Revenue Bucket Codes

Profile Revenue Buckets

 

Revenue Bucket Types

Profile Revenue Buckets

 

Stop Processing Reasons

Commission Handling

 

Standard Rate Codes (Definition)

 

Note:

Does not support Revenue Posting by Room Type/Room Class OPERA Control

Tax Type

Tax Types

 

Transaction Codes

   

Transaction Groups

   

Transaction Sub Groups

   

Yield Adjustment Codes

Yield Management

 

Yield Categories

Yield Management

 

Yield Market Types

Yield Market Types

 

INTERFACES

Table 2-6 Interfaces

Configuration Option OPERA Control Notes

Device Areas

   

INVENTORY

Table 2-7 Inventory

Configuration Option OPERA Control Notes

Bed Types

   

Building Groups

Building Management

 

Buildings

Building Management

 

Catering Event Types

Catering Events

 

Floors

   

Function Space Locations

Catering Events

 

Function Space Rental Codes

Catering Events

 

Function Space Setup Styles

Catering Events

 

Function Space Types

Catering Events

 

Housekeeping Attendants

   

Housekeeping Section Codes

   

Housekeeping Section Groups

   

Housekeeping Tasks

Task Sheets

Housekeeping Task Scheduling

 

Meal Periods

Catering Meal Periods

 

Out of Order Service Reasons

Out of Order

Out of Service

 

Room Classes

Room Class

 

Room Conditions

Room Condition

 

Room Features

   

Room Maintenance Reasons

Maintenance

 

Room Pool Codes

Room Pool

 

Room Types

 

Seeded Entries

Scheduled Task Supplies

Housekeeping Task Scheduling

 

Unit Statuses

Unit Status

 

MISCELLANEOUS

Table 2-8 Miscellaneous

Configuration Option OPERA Control Notes

Telephone Categories

   

CHANNELS Distribution icon

Table 2-9 Channels

Configuration Option Notes

Channel Controls

 

Channel Offers Distribution

 

Channel Provisioning

 

Channel Rate Access Codes

 

Channel Rate Plans

 

Channel Room Types

 

Credit Card Types

 

Distribution Attributes

 

Payment Types

 

Property Controls

 

Cruise SPMS Configuration Options

CRUISE SPMS

cruise badge SPMS Configuration options.

Table 2-10 Cruise SPMS

Safety Crew System Codes

Absence Reasons

Divisions

Account Categories

Decks

Effects

Airports

Departments

Groups

Amenities

Drill Instructors

Items

Cashbook Sessions

Drill Locations

Privilege Levels

Comments Brokers

Excuse Request Reasons

Proficiency Levels

Comment Categories

Excuse Unapproved Reasons

Promotion/Demotion Codes

Comment Types

Fire Zones

Ranks

Dining Times

Functions

Secondary Sign-Off Reasons

Disability Codes

Gangway Locations

Sign-Off Reasons

Document Types

Groups

Sign-On Reasons

eOne Contingency Disable Reasons

Interview Comments

Uniforms

eOne Contingency Enable Reasons

Positions

Warning Descriptions

General Reason Codes

Proficiency Levels

Warning Levels

Guest Categories

Reporting List Groups

Warning Types

Marital Status

Roles

 

Nationality Flags

Stair Wells

 

Pension Plan Types

Training Centers

 

Resolutions

   

Special Requests and Actions

   

Travel Insurance

   

VIP Codes

   

Visa Types