Connect Oracle OHIP and Peoplevine

Integrating the Oracle Hospitality Integration Platform (OHIP) with Peoplevine can offer a robust solution for hospitality businesses seeking to enhance their operational efficiency and customer engagement. Additionally, the combination of OHIP’s capabilities in streamlining hospitality operations and Peoplevine’s customer engagement and marketing tools can lead to several benefits.

Key Features

• Enhanced Customer Insights: Integrating OHIP with Peoplevine can allow hospitality businesses to leverage detailed operational data alongside customer interaction data. This integration can provide deeper insights into customer preferences, behaviors, and needs, enabling more personalized service delivery and customer experiences.

• Streamlined Operations: By combining OHIP’s operational efficiencies with Peoplevine’s CRM and sales tools, businesses can manage everything from room bookings and check-ins to customer communications and marketing campaigns through a single interface. This helps reduce operational complexities and improves staff productivity.

• Improved Customer Engagement: Peoplevine’s marketing automation and loyalty program capabilities, integrated with OHIP’s comprehensive data on guest interactions, can create more effective marketing campaigns. For example, targeted offers and promotions can be based on detailed guest histories and preferences, increasing engagement and loyalty.

• Unified Data Management: Data from both platforms can be centralized, providing a unified view of both operational metrics and customer engagement data. This helps in making informed decisions that consider both the operational efficiency of the hospitality business and the satisfaction of the guests.

• Increased Revenue Opportunities: With better insights into customer behaviors and preferences, combined with the ability to execute personalized marketing strategies, hospitality businesses can more effectively upsell and cross-sell services. This could include room upgrades, extended stays, event tickets, dining reservations, and more.

• Enhanced Customer Service: The integration allows for seamless interactions with guests, from the moment of booking through post-stay follow-ups. Automated check-in processes, real-time updates on guest preferences, and immediate access to guest history all contribute to a smoother, more personalized guest experience.

• Scalability and Flexibility: Both platforms offer cloud-based solutions, providing scalability to handle peak demand periods without the need for significant hardware investments. This flexibility is crucial for the hospitality industry, which experiences seasonal fluctuations.

• Compliance and Security: Leveraging Oracle’s robust security and compliance infrastructure in OHIP, combined with Peoplevine’s secure customer engagement solutions, can help ensure that customer data is handled safely, complying with regulations such as GDPR or PCI DSS where applicable.

Before you begin

Before you can begin the integration process, you must satisfy two prerequisites:

• Ensure that you are subscribed to Opera Cloud Foundation

• Gather your hotel chain information:

  • Opera Cloud Admin Contact Details (Name & Email)

  • Opera Cloud Version

  • Property Code

  • Chain Code

  • Opera Cloud URL associated with the Property

  • Confirmation that the Property has subscribed to OPERA Cloud Foundation

Allow Peoplevine through your firewall

If you have a firewall setup you may need to whitelist Peoplevine's IP addresses for access.

Virtual IP address:

40.70.147.2

Outbound IP addresses:

13.68.114.115

13.68.114.136

40.70.63.81

To gather your hotel chain information

1. Admin Contact Details: Throughout the integration process it is important to have the Opera Cloud Administrator’s contact information. Make note of the admin’s name and email address.

2. Opera Cloud Version: Log into Opera Cloud and search the UI for the version number. It’s usually in the bottom right corner.

3. Property Code: While logged into Opera Cloud, navigate to the Oracle Hospitality banner. The property code is displayed in the top right corner, next to the date. Copy and save the property code. Note: This is also your selected location. Example: SAND01 – OHIP sandbox 1.

4. Chain Code: While logged into Opera Cloud, navigate to your property code.

   1. Click on the property code in the top right corner of the page.

   2. On the Select Location page, click the Select Location dropdown. A search window displays.

   3. In the Search by section, select the Hub radio button, then click Search.

   4. Locate the Hub column in the search results, then copy and save the text displayed. This is the chain code.
   5. Click Cancel.

5. Property URL: The property URL is the URL that a property uses to log into Opera Cloud. Copy and save this URL. Note: There are two versions of the property URL: production and non-production. If UAT is in the URL it is non-production. Remove UTA- from the URL to convert it to a production URL. Example: https://xxx-uat-oc.oracleindustry.com/OPERA9/opera/operacloud.

Register an integration partner user with OHIP

Now that you have gathered your hotel chain information, you can register an integration partner user account. In this step in the integration process, you generate security IDs and keys that Peoplevine needs to connect with your deployment. For more information about registering as a Partner, see Oracle’s documentation on Getting Started for Partners.

To register an integration partner user with OHIP

1. Go to your Opera log in page and click Register New Account.

2. On the Identity Self Service page, go to the address bar and append /faces/register?apiuser=y to it and press Enter. Example: https://he04-ssd-ohs.oracleindustry.com/identity -> https://he04-ssd-ohs.oracleindustry.com/identity/faces/register?apiuser=y

3. On the Partner Registration page, fill out the Basic Information section:

   1. Enter your Chain Code into the Tenant field.

   2. Designate Peoplevine as the Vendor.

   3. Then, enter the email address of the admin for the account. The Interface ID and Interface Key are generated.

      
   4. Copy and save the Interface ID and Interface Key. Note: The Interface ID is referred to the Integration User ID and Interface Key is referred to as the Integration Password.

   5. Choose your security questions and click Register. Note: If you receive an error message stating that “the authenticated user is already logged in”, click the logout button in the top right. The account should display as Anonymous.
4. After the user is registered, contact the Chain Admin User, and advise them to approve the Integration User.

   1. Log into Oracle Hospitality Shared Security Domain and locate the Integration User request.

   2. Claim and approve the Integration User. Note: It is imperative that the Integration User is assigned the WSACCESS role.

5. If you do not have WSACCESS, after the Integration account is approved, request access by using this procedure:

   1. Log in to your Oracle integration account and click My Access.
   2. On the My Access page, click the Request Roles.

   3. Locate and select WSACCESS, then click Add Selected to Cart.
   4. On the Add Access screen, click Next.
   5. Enter the reason that you are requesting WSACCESS in the Justification text box, then click Submit.
   6. Advise the Chain Admin User to approve any emails they receive with this request. You receive an email after the Chain Admin User approves the request.

   7. Refresh the My Access page to confirm that you now have WSACCESS.

Contact Peoplevine to connect to the Production environment

Now that the integration user account is set up, the Peoplevine team will need to set up the environment for your account.

1. Contact Peoplevine, and give them your username.

2. Peoplevine will create a connection to their production environment.

3. After the connection is created, Peoplevine will contact you to let you know it is complete.

4. You can now continue with Connect Oracle OHIP to Peoplevine.

Connect Oracle OHIP to Peoplevine

By using the information that you gathered and generated in the previous steps, you can now connect Peoplevine with your Oracle OHIP deployment.

To connect Oracle OHIP to Peoplevine

1. Login to the Peoplevine Control Panel.

2. From the Peoplevine banner, choose Automate, click Integrated Platforms.

3. On the Integrated Platforms page, go to the Property Management Systems (PMS) section and select Oracle Opera Hospitality.
4. On the Opera PMS Authentication page, fill out the form to connect your Oracle OHIP deployment with Peoplevine.

   
5. In the Connection Type section, choose Cloud/Modern via OHIP.

6. In the Environment section, select the environment that corresponds to your deployment: either Production or Non-Production (UAT). This is generally set to Production.

7. Now enter the Interface ID into its corresponding field and enter the Interface Key into the Interface Password field.

8. Enter PEOPLEVINE in the External System ID field.

9. The Hotel ID is the same as the Property Code. Enter the Property Code into the Hotel ID field.

10. Choose the region for your deployment. This must match the region that you set for your Environment.

11. Leave the Gateway URL field blank. It is generated by the Peoplevine system after the connection is complete.

12. Enter your Client ID and Client Secret from the Oracle Developer Portal into their respective fields. This is provided by Peoplevine support.

13. In the Payment ID field enter the ID of the tender type associated with Peoplevine Payment on File.

14. The Omit Customer field is used to omit a membership or profile from syncing with your database.

15. In the Attributes to Sync to Profile text box, enter the attributes you want to sync with Opera. Separate each attribute on a new line. Note: These attributes sync as a combined note to the profile.

16. Use the checkboxes to choose which notes to sync to your profile.

17. On the Select Membership Program to Automatically Enroll into dropdown, designate a Membership that will be used to categorize non-member hotel guests.

18. Use the checkbox to choose if you want to sync both member and non-member reservations. Enable this feature to sync all data from Opera. If you uncheck this box, we will only sync Member data.

19. Click Connect to complete the process.

Set up External Systems and Business Events

Now, you need to set up Business Events in Oracle to define when data is transferred.

1. Log in to the Oracle Hospitality website.

2. Click the menu button in the upper right-hand corner and select Administration from the menu that displays.

3. Click the Interfaces drop-down menu from the navigation bar.
4. Hover over Business Events and then click External Systems.

5. Click New to create a new connection to an external system.

6. Configure an external system with these settings:

   • Code: PEOPLEVINE

   • Description: Peoplevine

   • Sequence: 1

   • Property: PPLVN1

7. Click Save.

When connecting more than one property in a chain with Peoplevine, two separate external system codes must be configured in Opera for each Peoplevine location (company), along with two separate external databases.

1. Click the Interfaces drop-down menu from the navigation bar.

2. Hover over Business Events and then click Business Event Configuration.

3. Click New to create a new Business Event.

4. Make sure that the correct Property is selected.

5. Select the PEOPLEVINE system that was created above for the External System.

6. Choose the desired Modules containing the data you want to transfer, such as Reservation, Cashiering, Profile, etc. Note: Update Reservation does not include canceling reservations. If you would like to receive updates for canceled reservations, select Cancel.
7. Select the specific Business Event that you want to receive data for, such as Cancel, Check-in, and Check-out for the Reservation module.

8. Select the data you want to receive when the event is triggered. This is usually all of the data, which is easily selected by clicking the >> button.

   
9. Click Save.

10. Continue filling out new Business Events until all desired modules and events have been configured.

Membership Assignment Sync

Please, read this information first:

• https://help.peoplevinehelp.com/en/collections/3365985-membership

• https://help.peoplevinehelp.com/en/articles/5266714-membership-overview

Note: OHIP and external system are used as synonyms in this document.

When your membership programs are already set in PV, and the guests have their assigned memberships, you may want to sync these members with the external system (OHIP).

1. Make sure you have added a PV membership SKU into each of the membership programs you want to synchronize with OHIP. This will be used for members import later. The best practice is to set each membership with its unique SKU.

   1. 
   2. 
2. Make sure the external system (OHIP) has every membership set as Membership Type. Link: https://docs.oracle.com/en/industries/hospitality/operacloud/21.5/ocsuh/t_loyalty_membership_creating_membership_types.htm#OC1NA9F2U

   1. Creating Membership Types in Opera

      1. From the Administration menu, select Client Relations, select Membership Management, and select Membership Types

      2. Click New and enter the following details:

         1. Rank: Enter a rank that would prioritize the Membership Type reservation when competing with other reservations. Ranks in both Membership Level and Membership Types are incorporated for guest importance. The Rank is not mandatory, can have duplicates and non-sequential. 1 is considered the highest rank (Available when the AI Room Assignment OPERA Control is active).

      3. Enter a Type for the membership type and enter a Description. Click Save. When you edit your new membership type, you can select one of the following options:

         1. Centrally Managed: Select if membership points are calculated and managed centrally rather than at the property level.

         2. Primary: Select if this is your primary membership. Only one membership can be primary.

      4. 
      5. One additional membership type should be added in OHIP – “PPV”. It will be assigned to all PV profile’s memberships that do not have corresponding SKU in OHIP.

      6. For your convenience, you can unite all PV membership types below one Membership Class in OHIP. Keep in mind that it will be just an OHIP setting, and PV won’t take it as information. PV processes the Membership Type field only.

3. The membership SKU and Membership Type should be set exactly the same in order to match when synchronizing the profiles between the two systems (PV and OHIP).

4. When a “Peoplevine Members” sync is triggered, all members that have corresponding SKU/Types will be synchronized in OHIP..

   1. 
5. The PV memberships without corresponding SKU will be attached to “PPV” Membership type (if set) or won’t attach at all (if “PPV” is not set), and the guest profile will be recorded without membership.

For guest check-ins who are not members, you can assign a temporary membership, allowing them to use club amenities:

1. Create Temporary Membership in Peoplevine:

   1. Go to Rewards > Setup New Membership Program.

   2. Select the Temporary membership option.

      1. 
   3. Assign Temporary Membership:

      1. Enroll non-member guests in the temporary membership upon check-in. https://control.peoplevine.com/admin_authenticate_opera.aspx

      2. This membership will expire upon their check-out.

      3. 

Troubleshooting

A customer made a reservation, but they are not seeing the reservation showing up in their profile.

This can be caused by a number of issues:

• The Business Events and/or the External System is not set up properly. Verify that the Business Events and External System are set up and configured following the steps in this document.

• The customer has duplicate profiles. Make sure that each customer only has one profile. If the customer only has one profile, verify that

• The profile’s Connected ID has been modified. If the Connected ID is modified, the data will not sync because it is viewed as a different user.

I am not getting any data to sync for any members.

• Verify that all login information is accurate in the OHIP setup.

Member Profile Sync

Profile Creation: When a profile is created in Opera OHIP/OXI or Peoplevine, it generates an extended_id using a combination of the first letter of the first name, the last name, and either the email address or phone number.

Extended ID Matching: The extended_id uniquely identifies the profile. If there is an attempt to change the profile name after creation, the system will check the extended_id.

Restriction: If the extended_id matches, the profile name will not be updated, ensuring the original identifier remains consistent.

Bi-directional Enforcement: The restriction is enforced in both directions, ensuring consistency across all connected platforms.

Requirement: Please ensure that the last name is entered correctly during profile creation so the synchronization can occur successfully.