== OnContact CRM Server Administration ==

=== Importing and Updating Customer Contacts from System36 ===
  * Open PCAnywhere software and login to PCANYWHERE machine (use domain credentials). The PCANYWHERE machine is a terminal directly connected to the System36 server.
{{.:pcanywhere-remotecontrol.jpg|Using pcAnywhere to connect to Remote Control}}
  * Open BosâNova to connect to System36, and login (use System36 credentials). Press the <Ctrl> key instead of <Enter> (or <Enter> in numeric keypad) to submit the data.
{{.:bosanova-system36-initial-screen.jpg|System36 Login screen}}
{{.:bosanova-system36-menu.jpg|System36 main menu, after login}}
  * Click on <DTF Open Profile> icon in toolbar (6th icon).
{{.:bosanova-system36-dtf-openprofile.jpg|Data Transfer Function profile}}
  * Click on "Open" tab, and check path for exporting data.  The path should be ''C:\Program Files\BOS\BOSaNOVA Plus 32\Custmast.h2p''. Click <OK> when ready.
{{.:bosanova-system36-dtf-openprofile-pathcheck.jpg|Data Transfer Function filename verification}}
  * Verify the data transfer File Location (Profile > PC > Location).  It should display "''\\FILESERVER\Act\Weekly Updates\WeeklyUpdate.txt''".
  * Run data transfer by clicking on <!> button.  It takes about 5 min. to generate the file.
{{.:bosanova-system36-dtf-readytorun.jpg|Data Transfer Function ready to run}}
{{.:bosanova-system36-dtf-inprogress.jpg|Data Transfer Function in progress}}
  * Logout of System36.  Close any dialog boxes in you, and choose option 24 from the main menu.
  * Open OnContact Import utility (Start > Programs > OnContact Software > Utilities > Import).  You must have OnContact credentials to run it.
  * Select "Daily Customer Master Update From the System 36" from the "From" drop-down box.
  * Run Import (click on first icon in toolbar). It takes about 1 min to complete import.
{{.:oncontact-import.jpg|OnContact Import, ready to import}}
{{.:oncontact-import-loadingfile.jpg|OnContact Import, loading file}}
{{.:oncontact-import-inprogress.jpg|OnContact Import, in progress}}
  * If a record is not updated correctly, 
       * Verify that it is in file "''\\FILESERVER\Act\Weekly Updates\WeeklyUpdate.txt''".
       * Make a copy of that file, and edit it to remove all the non-relevant records (i.e. leave in only the record giving trouble, including the starting and ending column headers).
       * Perform the Import again.
       * Login to OnContact to perform a search to see if record was loaded correctly.
  * If you need to import everything from scratch, clear key cross-reference data:
{{.:oncontact-clearkeycrossrefdata.jpg|OnContact Import, clearing cross-reference data}}