Pursue the Possibilities Toshiba CHEC V6.7 Update Héctor Rivera Self Checkout Solutions Architect Wordwide Technical Sales Support & Marketing Toshiba Global Commerce Solutions hrivera@us.ibm.
International Retail USER GROUP Pursue the Possibilities 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Faster item processing Improved interactive e-‐ receipt Enhanced shopper messages Auto tender select for EFT Language and audio selection Customized security for loyal customers Security based on trust level of customers Preset lane options for loyal customers wDigital and/or paper receipt wLanguage preferenc
International Retail USER GROUP CHEC 6.
International Retail USER GROUP CHEC 6.
International Retail USER GROUP Pursue the Possibilities 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Component Levels at GA for CHEC v6.5, v6.6 and v6.7 Software Components CHEC V6.5 GA: 5/24/2011 CHEC V6.6 GA: 6/2012 CHEC V6.7 GA: 3/2014 ACE POS Application Level (min.) V7.0 V7 & V7R3 V7R3 & V7R4 SA POS Application Level (min.) V2 +updates (CSD/EFIX) Same Same 4690 OS Level V5R2 & V6R2 V6R2 ‡ V6R3 0CD0 & V6R4 * CHEC Lane & BOSS – RMA Level V2R6 CSD 1 (“romeo”) Same V3R1.
International Retail USER GROUP Pursue the Possibilities CHEC 6.7 Deliverables – BOSS/eBOSS Files available from your Engagement Manager for current customers/Business Partners." Setup/Update file for in-store Windows Server 2008 BOSS (DVD image): 2,953,895,936 BOSS_InStore_Server2008_6_7_0_23.iso " Platform file for in-store BOSS (DVD image): 2,292,580,352 BOSS_Instore_Platform_Setup_DVD_6_7_0_23.iso " Platform file for Enterprise BOSS (DVD image): 2,543,845,376 BOSS_Platform_Setup_DVD_6_7_0_23.
International Retail USER GROUP Pursue the Possibilities CHEC 6.7 Deliverables – Lane Files available from your Engagement Manager for current customers/Business Partners." Platform file for Windows Lane (DVD image): 1,159,462,912 Lane_Platform_Setup_DVD_6_7_0_23.iso" " Platform upgrade files for Windows Lane (upgrade from 6.6) (Director 6 packages): 579,319,980 CHEC_67_Lane_Platform_Staging.zip 31,808 CHEC_67_Enter_Migration_Mode.zip 11,116,388 CHEC_67_Lane_Platform_Activate.
International Retail USER GROUP Pursue the Possibilities User Experience Enhancements 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities CHEC Software Summary – Easy to Use; Easy to Manage FULLY CUSTOMIZABLE UI WITH SI GUI TECHNOLOGY – MANAGE MULTIPLE BANNERS EASILY “SWIPE TO SCROLL” RECEIPT GESTURE CONTROL MORE READABLE RECEIPT WITH GRAY-BAR PATTERN AND SIMPLIFIED LAYOUT DEFAULT CLEAN COLOR SCHEME ON TOP OF A GRAY BACKGROUND COLOR DISABILITY ACCESS BUTTON ADJUSTS LAYOUT ON-SCREEN § Intuitive UI… easy for shoppers to understand and use § Integrates reliably with any POS… n
International Retail USER GROUP Pursue the Possibilities Faster credit/debit/gift card flow • Until EMV forbids it, new option for CHEC to allow pre-swipe • Swiping the card eliminates need for a button press on the tender screen • Pinpad will say “waiting for cashier” until Finish & Pay button is pressed • Requires the latest versions of ACE V7R4 and SI V3R4 • Function will work with Credit, Debit and Gift Card • Will not work with EBT 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Faster credit/debit/gift card flow Configurable Options – Integration Option • Enable EFTPreSwipe Feature 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Improved receipt appearance, readability, and usability • Easier to identify related information – For example, item and associated discounts • Cleaner appearance • Proportional font for descriptions for improved readability • Control of header display • More intuitive receipt scrolling – Similar to smartphones, tablets, etc.
International Retail USER GROUP Pursue the Possibilities Improved receipt appearance, readability, and usability • Previously, all text on e-receipt monospaced • Now, only item line prefix and price fields will be monospaced if configured – Item descriptions, assorted other lines (Check cart, quantity, etc.
International Retail USER GROUP Pursue the Possibilities Improved receipt appearance, readability, and usability Configurable Options – Integration Option • Enable Proportional Font on E-Receipt – Default is false – Set to True to enable • E-Receipt Item Prefix Length – Default for ACE systems is 8 – Must match data from POS • E-Receipt Line Item Description Length – Default for ACE systems is 18 – Must match data from POS • E-Receipt header text configuration – Use proportional font – Use monospaced f
International Retail USER GROUP Pursue the Possibilities Improved receipt appearance, readability, and usability Configurable Options – Integration Option • Enable Receipt Grey Bar – Default is false – Set to True to enable 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Smarter Messaging With Light-boxes Simplifying instructions to allow shoppers to prevent interventions • • • • A better pop-up Particular shopper action required More signal, less noise Consistent element placement – Buttons located within ADA reach • Configurable timing 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities More Signal, Less Noise – Shoppers Self-Educate and Self-Correct “Large” Layout THE MAIN APPLICATION IS MUTED IN THE BACKGROUND. ALL BUTTONS ARE DISABLED.
International Retail USER GROUP Pursue the Possibilities More Signal, Less Noise – Shoppers Self-Educate and Self-Correct “Small” Layout LIGHT-BOX ATTRACTS SHOPPER’S ATTENTION MORE EFFECTIVELY SHOPPER INSTRUCTIONS ARE SIMPLE AND HIGHLY VISIBLE SIMPLE GRAPHICS TO VISUALLY SUGGEST SHOPPER ACTION NEEDED 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Early bag removal forgiveness • Option that will allow customers to remove bags after scanning an item and before its weight has been verified – Customer scans item and then moves a bag of items to their cart, and then places the item in the bag them moved to their Cart – Customer scans item and then moves a bag of items to their cart, and then places the scanned item in a new bag.
International Retail USER GROUP Pursue the Possibilities Early bag removal forgiveness Configurable Options – Security Options • Early Bag Removal Forgiveness Threshold 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Language Selection • Allows the shopper to select and change the lane language • Removes the Language Selection screen • One language installed: no change 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Language Selection Two Languages • Two languages installed: Toggle button next to Quick Lookup – Shows name of the second language – Switches the lane language when touched – Language remains in effect until changed again or until the end of the transaction 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Language Selection Three or More Languages • Three or more languages installed: – Button shows “Change Language” – When touched, displays a list of available languages installed at the lane – Shopper can select any language from the list – Language remains in effect until changed again or until the end of the transaction 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Language Selection Configurable Options – Integration Options • Bypass Language Selection Screen • Default is False • Ignored if no additional language packs are installed or if no other languages are enabled at the lane 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Change Volume/Mute • New button available to the left of the Finish and Pay/Skip Baggging button • Three toggle options: – Mute Button Only – mute and unmute toggle button present – Increase Volume Button Only – raise and lower volume toggle button present – Increase Volume and Mute Buttons – all volume buttons present • Icon shows current status of audio.
International Retail USER GROUP Pursue the Possibilities Change Volume/Mute Configurable Options – Integration Options • Volume Option for Shoppers • Default is No Volume Buttons • Volume amount raised not currently configurable • Resets after every transaction • Does not appear in SA mode or cashier speed mode • Will not appear on shopper screen if SA muted volume 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Change Volume/Mute Configurable Options – Integration Options • Mute Volume Only • Increase Volume Button Only • Increase Volume and Mute Buttons 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Request Help Toggle Button • When a shopper touches the “Request Help” button, a pending action is created and the lane light starts to flash on and off to notify the attendant. • If the shopper assistant scans their card, the following pending action is shown: • If the shopper decides that he or she no longer need assistance, they can touch the button again to cancel the pending action an turn the lane light flashing off.
International Retail USER GROUP Pursue the Possibilities Revised accessibility mode Reduced button heights to accommodate additional buttons while maintaining the same layout 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Alternate flow for “Use my own bag” Select Use My Own Bags before scanning any items Instructions for shoppers who skipped Step 1 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Next-Gen Scanning – Enabling Image-Based Scanning at Self Checkout • CHEC 6.
International Retail USER GROUP Pursue the Possibilities Imaging Scanners Supported by CHEC 6.
International Retail USER GROUP Pursue the Possibilities Faster handling of non-inventory item sale Configurable Option – Item Identity Data and Item Identity List • Allows retailers and integrators to define a range(s) of barcoded items with a NoItemSecurity special handling attribute • When any item within the range(s) is scanned at the lane, the lane will re-enable the scanner and return to the “ready for item” state without prompting the shopper to place the item in the bagging area or belt.
International Retail USER GROUP Pursue the Possibilities Personalized Experience 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Customized Item Security for Loyal Customers • Allows Retailers to personalize item security levels for customer who scan a loyalty card in the transaction • Options override the following defaults: – In-Transaction and End-Transaction Thresholds – Configuring of prompting and timeouts • Optionally allows the retail to send a CustomerEvent message through POSBC that assigns a level of trust for each customer • The retailer or integrator can define
International Retail USER GROUP Pursue the Possibilities Customized Item Security for Loyalty Customers Configurable Option – Security Options • Enable by setting “Adjust Security for Loyalty Customers” to true (default is false). • Then set the “Loyalty Overrides” values for each of the counts, timers and thresholds you wish to override.
International Retail USER GROUP Pursue the Possibilities Customized Item Security for Loyalty Customers Configurable Option – SecurityOptionEnumList • • • • • • • • • • • • • • • • • • • • • • • Extra Item Removal Timeout Allow Bag Removal Invalid Weight Security Count Item Security Not Checked Security Count POS item aborted Security Count Wrong Item Detected Security Count Wrong Item Corrected Security Count Extra Item Detected Security Count Extra Item Removed Security Count Bag Removed Security Count
International Retail USER GROUP Pursue the Possibilities Customized Item Security for Loyalty Customers Configurable Option – Loyalty Overrides & Trust Level List (Security Options) • If the POS or CRM system has the capability to assign a level of trust to a loyalty shopper, the trust value can be passed to the lane and used to adjust any of the loyalty override values. • CHEC has a list of preconfigured values defined as “Complete”. “High”, “Medium”, and “Low”.
International Retail USER GROUP Pursue the Possibilities Customized Item Security for Loyalty Customers Configurable Option – Trust Level List (Security Options) • In order to use this feature, the POS or CRM system would send a “CustomerInfo” event to the lane after the lane sends the “AddCustomerRequest” • The trust-level overrides will be active on the next item scanned • Any end-of-transaction threshold or in-transaction count are reset to their new value 1111
International Retail USER GROUP Pursue the Possibilities Randomized Item Security Configurable Option – % Chance for Security Check per Item (Security Options) • Starting with CHEC 6.7, retailer can configure their lanes to only process item security on a percentage of processed items • Depending on the environment can speed up customer transactions and cut down on cashier interventions. • There is no indication to the shopper when security is being validated or not.
International Retail USER GROUP Pursue the Possibilities Randomized Item Security Configurable Option – % Chance for Security Check per Item (Security Options) • The Transaction History report shows which items were skipped for security validation. • Depending on the environment can speed up customer transactions and cut down on cashier interventions. • There is no indication to the shopper when security is being validated or not.
International Retail USER GROUP Pursue the Possibilities Customized Lane Preferences for Loyalty Customers • The CHEC GUI has been extended to allow setting up the lane language and accessibility preference for loyalty customer. The retailer would provide loyal shoppers a way to register these preferences.
International Retail USER GROUP Pursue the Possibilities Digital Receipt for Loyal Customers • CHEC supports Toshiba ACE’s digital receipt function for loyal customers • No configuration on the CHEC side needed • Shoppers can specify their preferences for: – – – – Digital receipt only Printed receipt only Both None • Preference are stored in the ACE customer data file • Requires the latest versions of ACE V7R4 and Store Integrator V3R4 • Requires a custom integration with a mail service 37th Annual Conf
International Retail USER GROUP Pursue the Possibilities Systems Management RMA V3 and IBM Systems Director 6 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Systems Management Summary • CHEC 6.7 been redesigned to provide a better system management experience with more functionality, simplified processes and better presentation • This version supports RMA V3R1.2 and IBM Systems Director V6.3.3.
International Retail USER GROUP Pursue the Possibilities Systems Director 6.3: Architecture Store Enterprise RMA Configuration JMX / SOXS RMA GA Retail Enterprise Service (RES) RMA MA RMA GA Store 1 Additional Management Apps IBM Director Server 6.
International Retail USER GROUP Pursue the Possibilities Systems Director 6.
International Retail USER GROUP Pursue the Possibilities New Component - Retail Enterprise Service (RES) • The RMA Architecture has been improved with the addition of a “Retail Enterprise Service (RES)” • RES is an extension layer at the enterprise to communicate with the RMA Agents – – – – – Runs on the same system as the Director Server Offloads processing from the Director JVM for improved performance Should be seamless in use to the end customer Maintains all of the agent connections Used for RMA Tasks
International Retail USER GROUP Pursue the Possibilities Director 6.3.
International Retail USER GROUP Pursue the Possibilities Director 6.3 – Software Requirements • RMA V3.1 supports IBM Systems Director 6.3.2. • RMA V3.1.2 currently supports IBM Systems Director 6.3.3. • Operating Systems: – Microsoft Windows 2008 Server with Service Pack (SP) 2 (64 bit or 32 bit) – Red Hat Enterprise Linux 6.4 (64 bit) – Requires RMA V3.1.2 • Databases: – Managed IBM DB2 (Comes with IBM Systems Director for use by IBM Systems Director Only.
International Retail USER GROUP Pursue the Possibilities RMA V3R1 – Operating Systems Supported • Supported platforms for MA/GA: – – – – – – – – Microsoft Windows 2003 Server with Service Pack (SP) 2 Microsoft Windows 2008 Server with Service Pack (SP) 2 (32/64 bit) Microsoft Windows 7 Professional (32 bit) Microsoft Windows 7 Ultimate (64 bit) Microsoft Windows Embedded POSReady 7 Microsoft Windows Embedded POSReady 2009 Microsoft Windows XP Professional with Service Pack (SP) 3 4690 OS V6R4 • Can sti
International Retail USER GROUP Pursue the Possibilities Director Console ‘Tasks’ are accessed via the left side of the browser 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Retail Groups • Groups are found by viewing the “Resource Explorer” task.
International Retail USER GROUP Pursue the Possibilities Functional Differences from Director V5.
International Retail USER GROUP Pursue the Possibilities Inventory: Changes in V3 • Improved performance of inventory collection and the agent overall by removing many of the CIM classes defined in CIMConfig.xml, and accessing them directly during inventory collection. • Improved Software Inventory on Windows.
International Retail USER GROUP Pursue the Possibilities Peripheral Inventory • Information collected for peripherals differs greatly from RMA V2/ Director 5.20.
International Retail USER GROUP Pursue the Possibilities Software Distribution • Software Distribution integrated with 'Update Manager’ task • Allows for separate staging and execution processes (platform updates usually come in 2-phase packages) • New “Compliance” capability allows quick validation of which systems are up to date vs. which systems still require an update • CHEC provides the rules for compliance validation for lanes and BOSSes.
International Retail USER GROUP Pursue the Possibilities RES CHEC JMX UI for BOSS/e BOSS 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities RES CHEC JMX UI for LANE 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Easier to Manage w/ RMA V3: Are My Lanes Healthy? Scoreboard – how many systems are having a problem? Drill down – to identify the specific issue for a “red” or “yellow” lane • Green: – • • System healthy; no known issues Red: – – Known issue detected that requires service Lane offline for X amount of time – Everyday issue has remained unresolved for X amount of time Yellow: – Predictive failure (e.g.
International Retail USER GROUP Pursue the Possibilities “Top 25” Reports Ability to reduce interventions by focusing on problem areas “Security Problems” – what items have the most security problems? – breakdown by problem type (sorted by count, descending) and a link to security maintenance for each item 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities “Top 25” Reports • Security Problems • Assistant Activity • Price Overrides • Not-On-File (NOF) Scans • Item Voids • Keyed-in Items 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Other Enhancements 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Other Enhacements • LDAP authentication for the BOSS web application • Enhanced pre-installation prerequisite checks • Middleware versions • Database status • Free space • New item flag in security database • Cash devices error log collection 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Migration to CHEC 6.
International Retail USER GROUP Pursue the Possibilities CHEC 6.7 Lane Migration • The packages for this migration are: – 6.7 Platform Update – Staging – Enter Migration Mode package – 6.7 Platform Update – Activate – RMA V3 – SI – either V3R3 or V3R4 – Lane Application – Complete Migration Mode package • Packages must be run in this order • Error checking to make sure Staging package, Enter Migration Mode packages run before running Platform activation Note: CHEC 6.
International Retail USER GROUP Pursue the Possibilities CHEC 6.7 for 4690 Lanes Migration • CHEC 6.7 on 4690 requires 4690 OS V6R4 if one of the controllers is the RMA master agent • For customer running 4690 V6R3 and who are not in a position to migrate to the newer release of 4690, an RMA update is required. • Request the update files RMA4690U.ZIPand ADXCRTMZ.DAT from your Engagement Manager, then follow the following instructions. 1.
International Retail USER GROUP Pursue the Possibilities CHEC 6.7 for 4690 Lanes Migration • If you are migrating from CHEC on 4690 version 6.6 to CHEC on 4690 version 6.7, you must first execute the preinst.bat script provided on the CHEC on 4690 installation CD. • Place the CHEC on 4690 lane CD-ROM in the drive of the 4690 controller. Invoke the p:\preinst.bat command. • Complete the steps included in “Installing CHEC on 4690.” Note: You must update all of the CHEC components before migrating.
International Retail USER GROUP Pursue the Possibilities CHEC 6.7 for 4690 Lanes Migration • If the store is configured to run with the RMA Master agent on the 4690 controller, install the CHEC RMA extensions. In a multi-controller environment, this is only necessary on the controller hosting the master agent. • Insert the CHEC on 4690 installation CD in the CDROM drive. • Enter the following commands: p: cd p:\scsmgmt instmgmt.
International Retail USER GROUP Pursue the Possibilities CHEC 6.7 BOSS Migration • New upgrade packages for DB2 (FP7), Websphere (V 8.5 FP 5), RMA (V3) and BOSS application will be provided. • DB2 can be upgraded from Director 5.x or 6.x. • Migration packages for BOSS/eBOSS are: – – – – DB2 upgrade packages RMA V3 WAS upgrade packages BOSS application • Except DB2 upgrade packages, All packages must be run (except db2 upgrade packages) in same order.
International Retail USER GROUP Pursue the Possibilities The Future 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities 37th Annual Conference
International Retail USER GROUP Pursue the Possibilities Coming Soon: New Attendant Monitoring Station (AMS) § Designed using SI GUI for versatility, consistency and extensibility § Versatility – Multiple Devices – SurePOS 785 (4690 V6R3) and Touch Display, TCxWave (4690 V6R4), Convertible POS – Supports multiple stations per store, specific lanes per station – Ability to use widescreen format – Consolidates multiple devices into one • Can run as an SI GUI terminal to act as a paystation for self che
International Retail USER GROUP Pursue the Possibilities Thank You / Questions? 37th Annual Conference