Connectors that run in the background can upload your sales and labor information to Mobile Manager Analytics for viewing elsewhere. This article is a guide for setting up a Mobile Manager Connector and Payroll Connector.

Before you configure the Mobile Manager Connector, you need:

• Your Mobile Manager credentials and configuration parameters (see Using the Mobile Manager Admin Console)
• Your CRE/RPE SQL Database Information

This guide will show you how to obtain your CRE/RPE SQL Database Information. It will also
help you configure settings in Cash Register Express to work with the Mobile Manager
Connector to upload sales and labor information correctly.

Note: If you are configuring for use with Mobile Manager, please note that CRE will not send
Lottery PayIn and PayOut data to Mobile Manager. Because of this, your Sales and Receipt
Totals in Mobile Manager may not match those in CRE.

If you are configuring for use with Payroll, do the following to upload your employee labor data:
>Employee Job Code and assign Job codes to each employee

>Overtime Calculation method
>Labor Export Type
>Work Week Start day

Installation Requirements

>CRE/RPE Version 12.8014 or higher

>CRE/RPE SQL Database Information

>Enable Log Exceptions for Line Item Deletion

>Mobile Manager Connector Tool

>Mobile Manager Credentials/Parameters

CRE Labor Configuration (Optional)

If you are tracking Labor this section is required for setup. If not, please skip this section and
continue to the How to obtain your CRE Database Information section.

Work Week Start Day

1. Select Options or Manager, and enter credentials if prompted.
2. Select Setup, then Setup Screen.
   
3. Select the Company Info tab, select the work week start day from the Work Week Starts
   On list, then click Update.
   

Overtime Calculation

1. Select Options or Manager, and enter credentials if prompted.
2. Select Setup, then Setup Screen.
   
3. Select System Access and, under the Time Clock tab, make the appropriate Overtime
   Calculation Method selection.
   >Weekly - Employees start earning overtime after they have worked 40 hours within
   a single work week.
   >Daily – Employees start earning overtime after they have worked 8 hours within a single work day.
   
4. Click Update to save your changes.

Employee Job Code Configuration

1. Select Options or Manager, and enter credentials if prompted.
2. Select Administrative, then Employee Maintenance.
   
3.  Select Job Code Setup.
   
4. Select Add, and enter the following:
   >Job Code Name
   >Default Wage
   >Default Overtime Wage
5. Click Payroll Settings to open the window below, enter values, and click Save and Exit.
6. Once returned to Job Code Setup screen, click Save, then Exit.
   
   To learn more about these options, please refer to the Job Code Setup Guide.
7. Navigate to the employee for whom you wish to assign the job code and, from the Job
   Codes & Wages tab, select Add.
   
8. Select the job code you wish to assign, then click Select.
   
9. Answer each of the wage prompts, and click OK.
   
   Note: These will display with the default values assigned in Job Code Setup.
10. Enter the number of hours the employee needs to work in order to begin receiving overtime.
    Note: This number is dependent upon whether you selected Weekly or Daily overtime
    calculation.
    >Enter 40 for weekly overtime calculation method.
    >Enter 8 for daily overtime calculation method.
    
11. Select Save Changes.

CRE Payroll & Employee Configuration (Required)

As of Mobile Manager v2.5.1, the Central API feature is available to send payroll (wages, tips,
and coMobile Managerission) data. This feature can run on its own or along with Mobile
Manager. This section will guide you through the configuration of this feature.

Note: All Employees using the program must be clocked in, including those paid salary. For
salaried employees, set wages to zero and do not assign a job code.

Payroll Configuration

1. Select Setup, then Setup Screen.
   
2. On the System Access tab, go to Payroll Settings.
   
3. Under Payroll Export Type, select Heartland PlusOne and click Update.

Employee Configuration

Each Employee must have a unique payroll ID number. These are set as follows:

1. Select Administrative, then Employee Maintenance.
   
2. Select an employee, then select Payroll Info.
3. Enter the payroll ID in the Payroll Employee Number box, then Save Changes.
   

How to Obtain your CRE Database

Before we install Mobile Manager Connector, it’s a good idea to have your CRE Database
information already recorded so it can be used to configure the Mobile Manager Connector after
it’s been installed.

1. With CRE open at the login screen, go to File | Database Maintenance | View Database
   Settings.
   
   Enter administrator password and select OK.
   
2. Enter the appropriate information in the following boxes:
   >Server Name
   >Database Name
   >Instance Name
   >User Name
   >Password
   
   
3. Note: If you’ve created your own SQL Server Account/Instance with a unique password, record it now.
4. Select Cancel.

How to Configure CRE to Work with Mobile Manager Connector

In order for the Mobile Manager Connector to upload voids, log exceptions for line item deletion
must be enabled in the Setup Screen.

1. Select Options or Manager, and enter credentials if prompted.
2. Select Setup, then Setup Screen.
   
3. Select the Invoice Settings tab and, under Log Exceptions for, check the Line Item Deletion
   box, then click Update.
   

Installing the Mobile Manager Connector

To download the Mobile Manager Connector Tool, click here.

1. Navigate to the location of the downloaded installer file, right-click Mobile ManagerConnectorInstaller.exe, and select Run as Administrator.
   
   
   Windows User Account Control may display the prompt, “Do you want to allow the following program to make changes to this computer?” If so, select Yes.
2. Select Next at introductory page, and again at Destination Folder page, then select Install.
   
3. Wait for the installer to finish.
   
4.  Finally, check the Launch CREMobile ManagerConnector box, then click Finish.
   

Configuring the Mobile Manager Connector

Now that the Mobile Manager Connector has been installed, it must be configured with your CRE
Database information and your Mobile Manager credentials in order for it to upload information to
Mobile Manager Analytics.

Database Settings

1. When the Mobile Manager Connector opens, enter the information obtained in the How to Obtain your CRE Database Information section in the corresponding boxes under Database. This is required for both MOBILE MANAGER and Payroll use.
   
2. If you’ve created your own SQL Server Account/Instance with a password that differs from the
   default password created by the CRE Full Installer, enter that password here.
3. Select Test Connection.
   >If the Test Connection button is green, proceed to the next step.
   >If the Test Connection button is orange, review the section How to Obtain your CRE
   Database to confirm your database information. Make corrections as
   needed, then test the connection again.

AWS S3 Store Info Settings

This section is required only for Mobile Manager and is not required for Payroll, and should be filled
in only when the Upload to’ Mobile Manager checkbox is checked.

1. For the fields under the AWS S3 store info section, enter the Mobile Manager Configuration
   Parameters. These values can be obtained from the Admin Console, as explained in this guide: How to Obtain your AWS S3 Store Details.
   
   Please note: 
   >Data Store Id is the same as Registration Number in Configuration section.
   >AWS S3 Bucket path is static and should always be set to hc.MobileManager.production.
2. Select Test Connection. 
   >If the Test Connection button is green, proceed to the next step.
   >If the Test Connection button is orange, contact you POS Support Team to confirm your Amazon Web Services information.

Configuration Settings

This section must be completed for both MOBILE MANAGER and Payroll use.

1. Enter Configuration data as follows:
   >Sales Polling Interval: Enter the number, in seconds, you’d like the Mobile Manager
   connector to upload sales data.
   >Labor Polling Interval: Enter the number, in seconds, you’d like the Mobile Manager
   connector to upload Labor data.
   >Registration Number: Enter the same number from the Data Store ID box.
   >Store Name: Enter the name for the business determined by the POS Support
   Representative.
   >Store ID: Enter any unique number you’d like to use to identify this store location from other
   stores
   
2. Select Save.
3. Select Run.
4. Select Status and, in the window that opens, the most recent entry should read: Mobile
   Manager Connector Service is: [Running].
   
   Please note: When the Mobile Manager Connector is running, you will be prevented from
   making any changes to the configuration settings until it is paused.

Central API Settings

This section is required only for Payroll use and not for MOBILE MANAGER.

Assuming you have completed the necessary Employee Configuration, you may now continue to
configure the Central API in Mobile Manager Version 2.5.1 as described below.
>You will need the payroll information provided by your Heartland payroll account
manager/dealer to complete this configuration.

>If you are upgrading from a previous version, you will need to check the Central API box
next to Upload to. Doing so will enable the Central API section to accept your credentials.
By default, new installations will have this option checked. If you are using only the Central
API, uncheck the Mobile Manager option.

1. Enter your Central API credentials.
   >Enter https://hpos.heartland.us/api in the URL box.
   >Enter your User Name and Password as provided via email to your manager/dealer.
2. Click Test Connection.
   >Green: Connection is successful.
   >Yellow: Connection is not successful.
3. Select Run to save settings and start the service.
   >The Run button is only enabled after you have successfully connected for all selected
   features, and the corresponding Test Connection buttons display in green.
   >Since the Run button saves your settings, you do not need to click Save.

Stop, Start, or Configure Mobile Manager

In the event you need to change the Mobile Manager Connector’s settings, you must first pause
the service, make your changes, and then restart.

1. If the Mobile Manager Connector is running, click Pause.
2. Select Configuration.
3. Make required changes and select Save.
4. Select Run, then Status. The most recent entry should read: Mobile Manager Connector
   Service is: [Running].
   

Verifying Background Status of a Mobile Manager Connector

Should you ever wish to check the status of the Mobile Manager Connector (for example, after
rebooting your computer), follow the steps below:

1. In the Windows notification area in the lower right corner of the screen, look for the CRE
   Mobile Manager Connector icon. Depending on your Windows settings, you may need to
   select the Up arrow key to view hidden icons. If you don’t see the icon, double-click the CRE
   Mobile Manager Connector desktop shortcut.
2. Find the CRE Mobile Manager Connector icon in the notification tray, and double-click the
   icon.
3. Select the Status button. The most recent entry should read: Mobile Manager Connector
   Service is: [Running].
   

Uninstalling Mobile Manager Connector for Upgrade

In the event that you need to upgrade the Mobile Manager Connector tool, you first have to
uninstall the program. To do so, take the following steps:

1. Open the Windows Control Panel, Select Add or Remove Programs, select the CRE
   Mobile Manager Connector, and select Uninstall.
   
2. Windows User Account Control may display the prompt, “Do you want to allow the following
   program to make changes to this computer?” If so, select Yes.
3. Wait for the uninstaller to finish removing the program.
4. When it has finished, restart the computer.

Important Contact Information

• For any and all POS Payroll Connector boarding inquiries, please contact:
  POSPayrollBoarding@heartland.us
• For any and all Payroll Support inquiries, please contact: POSPayroll@heartland.us
• For any Heartland Payroll Boarding and/or Support inquiries, please contact:
  taa.pos.productsupport@e-hps.com