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audina:oncontact:oncontact_administration [2009/01/28 08:56]
127.0.0.1 external edit 		audina:oncontact:oncontact_administration [2009/02/03 12:03] (current)
smayr
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 === Importing and Updating Customer Contacts from System36 === === 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.   * Open PCAnywhere software and login to PCANYWHERE machine (use domain credentials). The PCANYWHERE machine is a terminal directly connected to the System36 server.
-{{oncontact:pcanywhere-remotecontrol.jpg|Using pcAnywhere to connect to Remote Control}}+{{.: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.   * 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.
-{{oncontact:bosanova-system36-initial-screen.jpg|System36 Login screen}} +{{.:bosanova-system36-initial-screen.jpg|System36 Login screen}} 
-{{oncontact:bosanova-system36-menu.jpg|System36 main menu, after login}}+{{.:bosanova-system36-menu.jpg|System36 main menu, after login}}
   * Click on <DTF Open Profile> icon in toolbar (6th icon).   * Click on <DTF Open Profile> icon in toolbar (6th icon).
-{{oncontact:bosanova-system36-dtf-openprofile.jpg|Data Transfer Function profile}}+{{.: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.   * 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.
-{{oncontact:bosanova-system36-dtf-openprofile-pathcheck.jpg|Data Transfer Function filename verification}}+{{.: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''".   * 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.   * Run data transfer by clicking on <!> button.  It takes about 5 min. to generate the file.
-{{oncontact:bosanova-system36-dtf-readytorun.jpg|Data Transfer Function ready to run}} +{{.:bosanova-system36-dtf-readytorun.jpg|Data Transfer Function ready to run}} 
-{{oncontact:bosanova-system36-dtf-inprogress.jpg|Data Transfer Function in progress}}+{{.: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.   * 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.   * 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.   * 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.   * Run Import (click on first icon in toolbar). It takes about 1 min to complete import.
-{{oncontact:oncontact-import.jpg|OnContact Import, ready to import}} +{{.:oncontact-import.jpg|OnContact Import, ready to import}} 
-{{oncontact:oncontact-import-loadingfile.jpg|OnContact Import, loading file}} +{{.:oncontact-import-loadingfile.jpg|OnContact Import, loading file}} 
-{{oncontact:oncontact-import-inprogress.jpg|OnContact Import, in progress}}+{{.:oncontact-import-inprogress.jpg|OnContact Import, in progress}}
   * If a record is not updated correctly,    * If a record is not updated correctly, 
        * Verify that it is in file "''\\FILESERVER\Act\Weekly Updates\WeeklyUpdate.txt''".        * Verify that it is in file "''\\FILESERVER\Act\Weekly Updates\WeeklyUpdate.txt''".
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        * Login to OnContact to perform a search to see if record was loaded correctly.        * 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:   * If you need to import everything from scratch, clear key cross-reference data:
-{{oncontact:oncontact-clearkeycrossrefdata.jpg|OnContact Import, clearing cross-reference data}}+{{.:oncontact-clearkeycrossrefdata.jpg|OnContact Import, clearing cross-reference data}} 
audina/oncontact/oncontact_administration.1233150968.txt.gz · Last modified: 2009/02/03 11:57 (external edit)
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