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1. 102 Administrator s Guide SES template css Complete list of files that must be modified c inetpub wwwroot web config c inetpub wwwroot _resources isv config Merge in OmniRush values c inetpub wwwroot activities omnirush web config Set SQL Connection String Utilities The following BAT file might be useful during testing and development If any changes are made to config or aspx pages cycle IIS immediately note this will impact other logged in users This batch file should not be needed in production _restart_iis bat net stop w3svc net start w3svc Database Connector MS CRM Aliases Track aliases are not generally needed with MS CRM Database Connector MS CRM Multi DBIO D These settings are only needed when one OmniRush Server is servicing multiple MS CRM databases Import Documents From Adds an additional directory to search for files in addition to the global Document Import Directory Allows each database connector to have its own external file library Default Import Folder Imported files will go into the specified folder instead of the globally defined document import folder Internet Fax Account Allows jobs from this database connector to be billed to a specific internet fax account Use Import User Suffix For multi connector installs only Each connector should have a unique 4 digit alpha numeric code assigned to it by the system admi
2. as the OmniRush bridge to RightFax Fax track setting NEW Support for Gammalink fax boards for legacy support not for new installations Fax track setting NEW Support for Text body in HTML email merge So a single HTML email merge message can include a text portion that can be read by recipients who lack HTML email readers Email track setting NEW Option to save shipping labels to disk Shipping track setting NEW DHL shipping support Administrator CHANGED Monitoring now opens to the message list by default CHANGED Track setting for Job Document Defaults Options have been renamed for clarity NEW The Forward Folder setting for users can now be set to anywhere in the inbound branch shared and private NEW Option on GoldMine connector to create simple history records This creates history records as Other Actions instead of emails DBIO module setting xk xViewer NEW Viewer can create rename tc folders in the tree NEW Viewer can move faxes with drag and drop to from any part of the tree NEW Viewer can now be used productively by non CRM users Build 326 440 Technical Reference General W Track and Module schedules There is a new Schedules option D D the main tree of the OmniRush Administrator Here schedules can be created to automatically start and stop tracks and modules on certain days certain times This is a GUI version o
3. lt Menu Title OmniRush gt lt MenuItem Title Fax Url activities omnirush or_fax aspx WinParams toolbar 0 status 1 gt lt MenulItem Title Email Url activities omnirush or_email aspx WinParams toolbar 0 status 1 gt lt MenuItem Title Shipment Url activities omnirush or_ship aspx WinParams toolbar 0 status 1 gt lt MenulItem Title Voice Url activities omnirush or_voice aspx WinParams toolbar 0 status 1 gt lt Menultem Title Credit card Url activities omnirush or_creditcard aspx WinParams toolbar 0 status 1 gt lt MenulItem Title Print Url activities omnirush or_print aspx WinParams toolbar 0 status 1 gt lt Menu gt The OmniRush Contact Account integration block is following lt nu Ti s Ti A cem ram cem U tle Fax U 1 WinParam tle Email Title OmniRush ValidForCreate 0 ValidForUpdate 1 gt rl activities omnirush or_fax aspx s Ur toolbar 0 s DO A gat Ti c Tar s Ti ivi Params t nuItem Ti PassParams lt Menu gt ram cem ram cem ram cem act I a I a I a I a I i lt P lt P lt M U W lt Me 1 WinParam tle Shipme 1 WinParam tle Voice s no s toolbar 0 s toolbar 0 s 1 WinParam tle Credit ties omniru oolbar 0 st tle Print 1 WinParam ta Ca Url activi ta CU C
4. NEW A4 check box on print raster module so it will send jobs to the printer as A4 not Letter NEW DBIO setting to auto delete checked out files if there is a name collision NEW Track setting for fax cover page FIXED Some v1 2 PDF files would not fax or print Now all 1 2 and most 1 3 PDF files should fax and print FIXED Some landscape PDF files would print portrait or improperly scaled x x xAdministrator NEW Reset Logs function under View Logs CHANGED Server module list now does not offer the List by Module Type FIXED When dragging files in ODMS tree would not scroll Now it does Shipping FIXED Unable to create FedEx meter numbers on tracks NEW Tracks can be set to save labels as png bmp etc NEW Job override codes HGT LEN WID for FedEx amp Airborne FDA alt shipper acct for FedEx Airborne SAT for Sat delivery RES for residential where applies OS1 0S2 UPS only See OR docs for details amp more 424 Technical Reference Universal Client FIXED Loses connection to OmniRush Server after several hours Now reconnects every 3 hours Setting to set frequency NEW Remembers last job type and automatically opens to that type NEW Print to rasterizer can now add to GoldMine amp SalesLogix lookup NEW If print high resolution e g 300 or 600 dpi Client will now downsample automatically
5. cc ceeeeeeeeeeeeeeeeees 272 Example Code 271 Getting Started ccceeeeeeeeeeeeeee 268 OmniRush VBA Documents 267 NV BA eer Mehl Mohave aces 267 VGN all ere cena DEEN eee ie 52 Videos Using Client with the SalesLogix Support E ELE 254 Index Viewer Annotating Faxes seenen 257 Emailing Fax Out 259 File TYP S een 261 Link Faxes to CGontacls 261 PrefereNnCeS oo cececccceeceeseeeeeesseeeeeeeeanee 259 WIG WD ee ee AS 256 VAN 257 Viewer earm fone aen e a aese 259 virtual secretanm 44 Virtual Tracks 238 VISIONLAD A enaa ER VW MAN esgdeeg eege Abee E 397 400 Wide Area Networks scce 397 400 Windows Version Support Matrix 407 WO ld aaa a a N 169 369 Xx ML Eo AAE E PAE E RAE ATE EEE EE 217 Z ZDF File Extension 156 Zebra Label Printer ccenn 357 zfCheckShell a se 59 Z Firm Database Engine Communication Protocol 454 eene OT 454 Introduction 454 Z Firm Database Engome 16 469
6. Note the following important details in the screen shot above 1 The Task Name is descriptive 2 The Regarding line has file names and a descriptive entry for easier readability of the resulting history record 3 In this case the fax is immediately fired after the previous event in the track A time lapse could be used here 4 Don t wait for task to complete is checked This is required Automatically schedule do not prompt is checked This is required 6 The Start has been set to 1 00 AM In this example we want the fax to fire immediately when triggered If we left this at the default of 9 00 AM then if the previous event in the Process were triggered at 8 00 AM there would be a one hour delay before the fax was sent 7 The Category has been set to FAXRUSH this should be set to the appropriate Host Reference for the desired OmniRush Track Driving OmniRush Programmatically from SalesLogix It is easy to drive OmniRush from your code to perform a variety of merging faxing shipping and printing tasks OmniRush is driven by records in the SalesLogix database so by creating records in SalesLogix you can fax out merged cover letters attachments even reports generated from Crystal Reports All the OmniRush modules are available to you using this interface such as faxing internet fax shipping merge email etc 281 OmniRush Administration amp User Manual This document assumes e Familiarit
7. And change action to Don t Save Don t save this file and leave the reference in the page as is C Save Save this file Continue with the section on Merge Codes Import the document into ODMS navigate to a folder in the Documents area of Administrator select Import Document Schedule htm file in the CRM or SQL database HTML Merge Email FAQ Can I use Flash and other plug ins js etc in OmniRush merge himl In most cases yes Just remember to use absolute URL references not relative references to objects on your web site Remember that the html you send will be in the recipient s email reader so certain html tricks may not work Test your html by emailing it to yourself with OmniRush before sending to a group 177 OmniRush Administration amp User Manual Can I use client side scripting In most cases the recipient s email reader will not execute script so generally the answer is no Can I use ASP code Including ASP code in the html that will be sent will have no value since it will not execute However you can usually send an auto refresh url to a web page and the web page can have asp code since it is running at a web site not in the email reader Can the FROM email address be changed Yes Use the OWN tag and you can set the job FROM information on a job by job basis HTML Merging into Links and Tags OmniRush amp tags merge data into the HTML body of an HTML document The am
8. category category lrequired required __ OmniRush track reference category INETFAX location location Override for fax phone email location 3205609876 peee oo reference Reference line subject reference Hello notes O Notes block notes test 20notes addtime Send in the future time in addtime 0100 schedule the _ HHMM format job for 1 hour in the future adddays Send in the future days in adddays 15 schedule the job DDD format for 15 days in the future 100 Administrator s Guide Sample http localhost activities omnirush or_workflow aspx category INETFAX amp reference 2fpricelst01 tif notes welcome 20here amp addDays 1 amp addTime 0100 Remember that special characters are not allowed in the parameter list Substitute all non alpha numeric characters with their codes Character Substitue Exapmple _ lt space gt 20 test notes test 20notes kat pricelist pdf 2Fpricelist pdf 5C o dsa A O For more codes refer to http www asciitable com All errors if any during processing workflow rules will be posted to Windows2000 EventLog in the Application section Keeping an eye on the Event Log of the MSCRM server during workflow development with frequent use of the F5 key to refresh is crucual to debug Workflow Q Why is using Workflow this complicated From an MSCRM perspective this is the normal way to interact with custom applications from
9. GoldMine is operational on the OmniRush Server PC SalesLogix SalesLogix is v3 0 or higher SalesLogix is running on Microsoft SQL Server v6 5 or higher or Oracle 8 or higher SalesLogix Client is installed and operational on the OmniRush Server PC All If OmniRush is going onto the PC where FaxRush is installed make a GHOST image of the hard drive before installing OmniRush Note Brooktrout ISA configuration parameters IRQ and Port Note the location of the outfax directory in UNC Copy the entire outfax directory to a safe location Remove Brooktrout drivers Remove FaxRush via Control Panel Delete c fr32 directory Reboot the PC Install OmniRush Server Example FaxRush v4 x to OmniRush Upgrade Set up a new set of aliases host references in the CRM system for OmniRush to use As OmniFush is phased in either migrate to the new host references or configure OmniRush to use the old aliases or old and new if you like The idea here is that both systems can be used in parallel during the transition to OmniRush CRM Host References USERID in GoldMine CATEGORY in SalesLogix FaxRush v4 OmniRush v5 Notes FAXRUSH FAXBT INETFAX FAXIN LAGER PRINTR1 LASER2 PRINTR2 FEDEX1 OmniRush uses a discrete track for shipping it does not use the print tracks for this like FaxRush FEDEX2 ditto VOICE I
10. Features licensed e g number of fax lines number of shipper accounts PDF features etc Type of database being serviced CRM System type CRM user count SQL system type etc Number of databases being serviced Number of Server Cluster Members Optional features OmniFush is licensed by function e FaxRush is the full featured fax server for CRM and SQL systems The base FaxRush system includes e Support for up to two hardware fax ports two phone lines Internet fax support RightFax bridge support Three fax tracks One database connector The OmniRush Universal Client for print to fax One print track for auto printing received faxes e One email track for emailing out received faxes e ShipRush Server is the shipping server for CRM and SQL systems The base ShipRush Server license includes e Supports one shipper account on one carrier additional carriers accounts are add ons to the base system One email track for emailing out shipment notifications One database connector The OmniRush Universal Client for a simple shipping GUI Notes e ShipRush Server is for USA users only e ShipRush Server is licensed on an annual subscription basis e EmailRush is the most powerful email merge server for CRM and SQL systems The base EmailRush license includes e Three email tracks e One database connector e The OmniRush Universal Client for print to email e CashRush is the credit card processing system for CRM and SQL systems The base
11. 34 email Auto extract text from email so that text only mail readers receive useable message when the email has an HTML body Yes No No Administrator s Guide Varies Merge templates made in Microsoft Word convert to PDF and email merged PDF Yes requires PDF option No No Unknown Use single template library made in Microsoft Word for merge email merge print and merge fax 100 Server side processing Client workstation can be turned off or used for other things while mail is going out Yes Yes No No No No No No Actual email send status visible in CRM SQL system When it says sent it is really already received One button email merge Yes Yes best with OmniRush Toolbar included with EmailRush No No No No No No Flexible document packages multiple attachments and email body as a single kit Yes No No No 35 OmniRush Administration amp User Manual Server Side Yes No No No Include like feature for sophisticated HTML formatting and management Secure Yes Yes Yes Varies Signature on sent email Merge custom Yes No No No conditional text based on data in the database e g Thank you for being an active customer vs We look forward to doing business with you soon The OmniRush email server can either
12. Description Returns ID of the specified track iIndex Internal track index Value Track ID See alse RefreshTracks procedure GetTrackTitle iIndex SYSINT out Value WideString 309 OmniRush Administration amp User Manual Description Returns title of the specified track iIndex Internal track index Value Track title See alse RefreshTracks procedure InitFetchJobByDate const wsStartDate WideString const wsEndDate WideString bForward WordBool out bSuccess WordBool Description Request status of all jobs that were created between 2 dates To receive job status in XML format you should use FetchJob call wsStartDate DateTime of the range start in system short format wsEndDate DateTime of the range end in system short format bForward Flag that defines quiery direction TRUE from StartDate to EndDate FALSE from EndDate to StartDate bSuccess At least one job found that is in the range You can query now procedure tnitFetchJobByStatus iStatus Integer out bSuccess WordBool Description Requests status of all jobs by specific status To receive job status in XML format you should use FetchJob call Be aware it might be thousands of jobs with statuses jmsCompleteTemp jmsCompleteLogged iStatus Job status to query jmsMerge jmsRasterize jmsPrint jmsReadyToSend jmsSending jmsQuerying jmsCompleteTemp jmsCompleteLogged jmsUndefined bSuccess At least one jo
13. Server Logs 414 Technical Reference The most useful logs are maintained by the server modules If a module will not start is shutting down is failing jobs or not working properly the module logs are the most helpful resource available Module logs are in the same directory as the server executables usually c program files Z Firm LLC OmniRush Server v5 and have the extension txt The OmniRush administrator has an excellent built in log viewer that can be accessed via the View Module Logs menu selection Client Application Logs Client applications such as the Administrator Viewer and Print to Fax Client create exception logs in the directory they execute from usually c program files Z Firm LLC OmniRush Client v5 These log files are lt application exe name gt log and z firm exception log Extracting the Installer If the single file installer or updater was downloaded it may be useful to extract the installer The benefits of extracting are e Quicker installation on clients since the initial unpacking does not need to be performed every time e Option to run silent update on client PC s with the A command line option Note that the main installer and the OmniRush updater are two different installers The steps below may need to performed on each of them depending on your needs 1 Exit all programs including apps running in the Windows System Tray Check to find out where the TEMP directory is l
14. Track Type C Fax C Phone O aN C Commerce C E Mail Pager C Fedex zE Geo gt Next X Cancel Name the track and the track is ready for configuration Universal Track Options 128 Administrator s Guide The third tab of the Track screen has settings specific to the track type The other tabs Basic Settings Extended Settings Information are common to all tracks All tracks have the following settings Basic Settings The main purpose of the Basic Settings tab is to set the Host Reference All other options can be left at default aw Click on hotspots for details BS Cust Service Laser Users Administrators ADMIN LASER z vw a This track feeds the HP 4050 laser printer in the customer service dept R BOSE Extended Settings Every track also has Extended settings The main purpose of this tab is to set e Job completion schedule back options e Alarm options on failed jobs e Job document options e Click on hotspots for details 129 OmniRush Administration amp User Manual hardware fax CS Configuring Fax Tracks Fax tracks have the settings as shown The only required setting you must set is the Fax Port Type a At least one port type must be selected If no port is selected OmniRush will not import the job and if a port type is selected that does not have an associated module running the job will be imported but will not
15. CO In most cases you will want to optimize it to this SET ROWCOUNT 10 SELECT FROM CONTHIST WHERE USERID amp USERID AND RECTYPE CO SET ROWCOUNT 0 In most cases OmniRush will automatically set ROWCOUNT to 20 if it is not specified in the merge code However for extra control you may want to set it explicitly Currency Display To format merged data as currency take these steps In Word do Insert Field doesn t matter which field type select the first one on the list since it will be modified later e Toggle so you can see the field you inserted Alt F9 e Modify the field so it looks like mergefield amp C2_ lt UserDefinedField gt 0 00 e Replace the UserDefinedField with your own fieldname This can be used with any OmniRush merge code not just GoldMine Contact2 fields The above will format values from 01 up to and beyond 9 999 999 99 When merging from a SQL merge code the TSQL CAST and CONVERT functions can be used to format data For example if a table has data in a column of type Money SmallMoney Int or Char this syntax will work our example column is named OwedAmount from table Overdue select left convert varchar 10 cast OwedAmount as money 1 len convert varchar 10 cast OwedAmount as money 1 from Overdue This would return data that is formatted in dollars and cents e g 123 44 Merge GoldMine User Var
16. SELECT zfQueryNew TRACK1 7 10 should return 1 record with 1 field ActivityID that contains the first job ID JobID_1 SELECT zfQueryNew TRACK2 10 should return 1 record with 1 field AcitvityID that contains the second job ID JobID_2 SELECT zfQueryNew TRACK 10 should return 0 records EXECUTE zfGetActivityRecord JobID_1 where JobID_1 is ID of the first job should return at least ContactID Valid contact ID ContID TrackRef TRACK1 Reference Valid reference line EXECUTE zfGetContactRecord ContID where ContID is Valid contact ID from zfGetActivityRecord call should return at least FirstName LastName Phone Fax Email Address1 Address2 City State 328 Developer s Guide ZIP EXECUTE zfFlagActivityRecord JobID_1 TRACK1 MS0000000000001 Function doesn t have output parameters but should update job activity record in host database SELECT zfQueryNew TRACK1 7 10 should return 0 records SELECT zfQueryFlagged TRACK1 10 should return 1 record with 1 field ActivityID that contains the first job ID JobID_1 EXECUTE zfGetActivityOwner JobID_1 should return MS0000000000001 EXECUTE zfForwardActivityRecord JobID_1 ContID TrackRef TRACK1 set other parameters to your taste This function doesn t have output
17. The nitty gritty of OmniRush in internal mode for the technically inclined a OmniRush looks up the DNS record for the domain portion of the address the part after the in the address 452 Technical Reference b OmniRush asks the DNS server for the name of the MX server Mail Exchanger for the domain c OmniRush connects to the MX server d optional OmniRush asks the MX server if the email address is valid e OmniRush passes the message to the MX server These steps are tried more than once so if the DNS or MX server is being rebooted it will not cause the message to fail By default OmniRush makes 3 attempts 10 minutes apart This can be modified in the Advanced Settings area of the Module If any step fails OmniRush notes the job as a fail in the CRM SQL database Step d is only taken if Validate Recipient Address is set in the Advanced tab of the email module This is off by default because the process is not 100 reliable Some small percentage of emails will fail because the MX server returns rejected even though it is valid Another small percentage of emails will succeed and later bounce The reason for this is that the email address checking feature on mail servers is often disabled to prevent spammers from probing MX servers for common names in order to build lists of email addresses to spam to Now at step ei OmniRush is handing over the email message In many cases it is being handed to the final
18. email fax etc 1 Module exports processes job A job status to CRM System Database Connector Module imports The exact method for doing this varies from one CRM system to another In most cases OmniRush works as a virtual secretary Consider how a typical CRM system allows you to delegate an activity to another member of your sales team a Go to the customer record b Schedule an activity e g Schedule To Do Item c On the activity screen 1 Describe the action to do e g Send Intro Literature Pack 2 Assign the user who is to do the action e g Jim Johnson Admin Assistant 44 Administrator s Guide 3 Set the date and time for the action to happen on usually now but it could be for a day or time in the future 4 Optionally type some cover note text on the activity notes field 5 Done the task is now on Jim Johnson s list of things to do OmniRush allows users to take the same steps but the task email print job mailing label shipment fax merge etc is done by the OmniRush server The OmniRush server will do the job and record into the CRM system what it did For example a Go to the customer record b Schedule an activity e g Schedule To Do Item c On the activity screen all Describe the action to do e g Lit Pack frp that is a package of documents such as Word merge documents and PDF files 2 Assign how the job is to be done by OmniRush e g OR EMAIL or OR
19. Example 2 Specials and Promotions Say your firm has daily or weekly specials and promotions You want to make sure that the current promotions are mentioned in the communication One way to do this would be to make a SQL database table Say this table has these fields startdate when promotion begins enddate when promotion ends message the text that describes the promotion 209 OmniRush Administration amp User Manual Then using a custom merge code the current promotion can be merged onto the document For example here is a pseudocode representation of the merge code Merge Code PRO SET ROWCOUNT 1 SELECT MESSAGE FRO PROMO WHERE TODAY gt STARTDATE AND TODAY lt ENDDATE ORDER BY STARTDATE DESC SET ROWCOUNT 0 This code could be inserted in a text box table or frame in the merge form As you can see the power and flexibility of OmniRush merging is extensive Ask your system administrator SQL DBA or CRM consultant to assist with advanced merging If questions persist contact Z Firm s advanced consulting team Run Time VBA Processing OmniRush also allows VBA to run on the merged documents This allows for super flexible run time document merging and automation See the Developer s guide to VBA in this help system Adding Bar Codes to Merge Documents Field Method Add your merge codes the usual way For example to add c
20. Hi General Server Settings B Manage Rights Modules can be configured whether running or not but changes to settings do not take effect until the module is restarted Track Management Tracks configuration can be though of in three buckets e Activate Deactivate tracks This is useful to pause jobs or take a track off line without deleting it Jobs for deactivated tracks will not be processed They will just stay in the database untouched e View the track job queue This area allows you to abort and reschedule jobs for the track e Change track settings The track area of the Administrator Tree is as shown below 152 User s Guide a c OmniRush CG Tracks 4 LASER TI Default Print SS FAXRUSH Hardware Fax i INETFAX 1 Internet Fax i EMAIL Default E Mail FAX1 Fax track 1 Gi Users E Documents o Server Modules Right clicking on a track brings up the track Local Menu From the Local Menu the track can be activated deactivated To see the track job queue open the track and go to the Information tab and then click on All Hosts Gi Click the areas of the screen below for more information Fax track 1 lel x M Enabled V Persistent Archived Basic Settings Extended Settings Fax Settings Information First job completion 54372001 8 21 08 PM Show jobs for Last job completion 57372001 10 04 45 PM e Z GM5 DBase dbio on Z2F W Total succ
21. IE SU Du wi Ki OrmniRush removes Jobs record inserts Jub History record OmriRuse Server Your Application win32 web wireless etc The Job Record amp Database OmniRush looks for a job record The OmniRush samples have two dedicated tables Job and Job_History These two tables are the input and output queues for OmniRush Creating records in the Jobs table tells OmniRush to do something When OmniRush is done it posts the results to the Job_History table These tables are not required in your database structure Existing tables may be useable for this purpose or you may create a single table that will play the role of both tables Your database design will dictate the best path These job tables have foreign keys that attach them to the Contact and User data The contact data is required this is the information that OmniRush needs to send the job email address fax number address etc The user table is optional as you could have all the jobs be from the same person by hard coding these values into the SQL statements The main thing is that the database can have any structure as long as the queries return the needed fields If you can code the SQL around your existing structures that is all that is required Installation Demo Database See the kit of scripts in the Sample Code directory 1 Create a new database in your database administrator 331 OmniRush Administration amp User M
22. Introduction The OmniRush ActiveX API provides high level access to some of the most important features of OmniRush It allows third parties to easily integrate their client application with the OmniRush server in order to add faxing printing shipping etc amp functionality Compatibility The API is composed of ActiveX controls that are compatible with a wide variety of programming environments The controls have been tested with Borland Delphi 5 _ Microsoft Visual Basic 6 0 M and Microsoft Office 2000 VBA They should however work with any programming environment that supports ActiveX controls such as Visual C Java Microsoft etc amp Getting started The component set is comprised of two visual controls and one non visual component The visual controls allow the end user to browse and select items i e documents users etc amp from the OmniRush repository The non visual component allows the 3 party application to submit jobs to the OmniRush server i e Faxes shipments etc amp and query their status for completion or failure All three controls require an active connection to the OmniRush database server The OmniRush client support files must therefore be deployed with any 3 party OmniRush application see deployment for details The OmniRush ActiveX requires that the OmniRush Client be installed on the PC where the ActiveX will be used The Client installation installs the required network libraries and conf
23. OmniFush logs all jobs into SalesLogix history so the whole workgroup knows what was done by who and when Currents Avisen ned Bure Ate huis Opnuutunities Asstucialines Sunmeny History Noles Mine Tode Net Pastis Date Time w User Contact Regarding Result Notes g 6723720 Administrator Jones Sam dtost IW UNE PASS HHI UMNIKHUSH HESU g 9 13 2001 Administrator_Joncs Sam Zo bos1 zpk UFS se UMNIKUSH HESU g 9713 201 Administrator Jones Sam do bo sp Wal AA VAL ZUUU A4 Som UFS UMNIKUSH HESUL g 9 13 2001 Administrator Jones Sam qboxl zpk A4 Sample Widget Kit UPS OMNIRUSH RESU 9 21 2001 Administrator Jones Sam alu mssql demo rtf FAX OMNIRUSH RESU DOE Administrator Jones Sam test tif Fay 2 OMMIBIISH RESIS 9 200 Administrator Jones Sam SCM Meek Type To Do ERC EE EER er A Vt Oe Maman DECOUDEI Acme Corp Contact Jones Sam Regar ling Jun ak WOT AA J sem win kil Wednesday February 20 2002 10 41 AM OMNIRUSII RESULT Reference sample widget lit q boxlepk Wali13 To track your UPS shipment please browse to th 228 User s Guide Additionally all OmniRush job types can be submitted by SalesLogix network users remote users who sync thin client users Processes and SalesLogix VBA DLL COM etc api code Client Side Integration All OmniRush client applications print to fax and viewer
24. OmniRush OmniRush Printed Documentation Note This PDF manual is an automated conversion of the OmniRush help file Some formatting has been lost The on line help file at www zfirm com is updated regularly and offers correct hyperlinks and cross references At www zfirm com the help file is also full text searchable This PDF is offered for convenience only It may contain errors and omissions as a result of the conversion process Pop up explanations and hyperlinks do not translate well to the printed page At over 400 pages it cannot be manually verified against the on line help file document The on line document is the authoritative OmniRush documentation source Use this PDF at your own risk Z Firm is not responsible for omissions and inaccuracies in this PDF document Thank you for understanding Table Of Contents Other RESOUNCES rrearen eabe ceadenelcsaagah acaleanscadbabiesadedscasdadehs asasanescsbesavacsabavscdecaiesdacadvabacateasesc 1 KEE 1 Quick Start Guide ere teers coe geesde Eeer nesta cele coe sl cs 3 Administrators GUE e a a a a a aa aa AS Daa Eaa E Ea E 5 Introduction eu 5 System RequireMentt A 5 lu full NR H Acknowledgements Credits amp Disclaimers cccccccceesseceeeeneeeeeeaeeesseaaeeesseaeeesessaeeeeeeaas 7 How OmniRush is Licensed 8 Ledai y EE 9 Introduction Product amp Concepts 14 Eo EE 14 Why OmniRush iss diia aaa aa a a a a ia aaa ariaa 14 OmniRush Product Historie 15 GOnC
25. OmniRush can easily do this with a custom merge code For example create a custom merge code called D7 for 7 Days and paste in this SQL SELECT DATEADD day 7 getdate AS orfuturedate This will return a single field orfuturedate which will have a date 7 days in the future A test merge document with this code would look like this amp Setdateformat mmmm d yyyy amp SetTimeFormat In 7 days it will be 3D7_ORFuturedate The amp Set codes control the format of the merged date For more information on formatting codes see the page As you can see the DATEADD function can add days weeks months years and more to any date In the example above we are simply adding to the current date For full information please refer to the Transact SQL documentation that is part of MS SQL Server The DATEADD and DATEDIFF functions can be put to many uses For example say the CONTACT table has a CONTRACTEXP field that is the date when the customer s contract will expire The following can be put into merge documents to remind users how much longer their contract will last SELECT DATEDIFF month getdate ct CONTRACTEXP as orExpDate from contact ct activity ac WwW a a here c contactid ct contactid nd ac activityid amp ACTIVITYID DATEADD can also be used against database fields or DATEDIFF and DATEADD can be used together Formatting Returned Data When merging from a SQL
26. SQL keyword in order to cast a new name to the field in the result set If some fields do not exist in your database return an empty value empty string or 0 integer and use as keyword as well 333 OmniRush Administration amp User Manual Fieldname cast example Use the as keyword if your database has a new job ID field called JobID where Open Database Connector expects ActivityID name select JobID as ActivityID from OR_Jobs where TrackRef STrackRef MySQL details OmniRush uses ADO gt ODBC gt MySQL connection which requires additional configuration In MyODBC configuration screen set the following options e Don t optimize column width True e Return matching rows True This is the same as add set OPTION 3 into ADO connection string Without these settings you might experience Invalid field size error if the database has fields with NULL s or empty CHAR s Sample ADO connection string Provider MSDASQL 1 Password Persist Security Info True User ID monty Data Source sample MySQL Next Review the Example Open SQL Scripts SQL Creating the Database Connector Setting up the demo database is easy To connect OmniRush to a SQL database 1 Create a new database in your database server using the server management tools Enterprise Manager for SQL Server 2 Create the tables and stored procedures in the database 3 Test the stored procedures from ISQL and or the OmniRush OpenDBIO_De
27. Seac via EMAIL sl C mk Lul Us preal un lrlez ug Our widvels ap the Mest valus or the morey and last Icng r O dsr today or a 5 rew sustomsr dscount Using Built In MSCRM Forms OmniRush can also be driven from the built in Action Add Activity Fax dialog In fact all OmniRush job types fax email print shipping etc can be created from the out of box fax form For example to send an email package of documents including merged html in the message body the following could be scheduled in MSCRM 49 OmniRush Administration amp User Manual File Help Sender Sam Fax Number 2065680717 Recipient a Contact Test Direction Outgoing E jwidgetpromozpk JSS Regarding a Contact Test Owner Jones Sam ei Duration Priority Due Be Je Category EMAIL Sub Category Status New OmniRush logs all jobs into Microsoft CRM history so the whole workgroup knows what was fy done by who and when a Cat al Cumlacl Text Micrusuft Inlernel Explorer unes Omminsh isir PS sel F nal eine Hote Avliv is Dese Op Zo duu nm z f Cu yeeleal ai Arctic ties 50 Administrator s Guide Additionally all OmniRush job types can be submitted by Microsoft CRM network users remote users who sync Web Client users Workflow Biztalk and the MSCRM API Document Merging Document merging is one of the most powe
28. This will cause a Plain text emails e g messages scheduled within the CRM system to be send as HTML with the HTML footer included b HTML emails will have the signature HTML inserted Server Side Includes OmniRush HTML email can combine multiple files into a single HTML email This feature allows standard formatting to be held in external file s for ease of document management External files can either be on the file system local or network to the OmniRush server or they can be pulled from any web server using an HTTP GET performed by the OmniRush server This functionality is parallel to server side includes in HTML speak Click here for a pictorial representation of the Include logic HTML Rules for INCLUDE tag Note that some of these rules go beyond the scope of the HTML server side include standard OmniRush can do more than an HTTP server so Z Firm extended the tag Format lt include file LINK TO FILE persist NUMBER OF MINUTES gt LINK TO FILE entry file is found in by filename ext OmniRush looks in root directory set on the track OmniRush starts at the track root directory and finds dir dir filename ext relative to this root dir dir filename ext Same as above server share dir filename UNC notation absolute path to file Root directory setting is not used dir dir filename ext file ext Internal ODMS file Note the double forward slash http
29. e digit length the number of routing digits usually three or four e signaling type DTMF vs Pulse recommend DTMF Trunk Type As stated in the chart above the phone company needs to give you a two wire loop start trunk that works off battery reversal meaning that the end user puts the battery or the voltage on the trunk never the phone company Service Type The TR114 supports both wink start and immediate start service Brooktrout recommends wink start because it is faster and less prone to errors than immediate start service The following table describes the difference between wink start and immediate start service Service Type Wink Start Interdigit Delay Time The TR114 expects to see the first DID digit within 5 seconds after the telephone is activated Each successive digit must arrive within 5 seconds of the previous one The wink is a voltage reversal lasting approximately 200ms which the board sends to the telco side after that side has seized the line in preparation to send a call to the board the wink tells the telco provider that it s OK to send the DID digits down the line Service Type Immediate Start Interdigit Delay Time The TR114 expects to receive the first DID digit within 18 seconds after the telephone is activated The maximum interdigit delay is 18 seconds This service type may be easier to use for hand dialed testing Your phone service provider must communicate whether the service is wink
30. ote If throughput is important running OmniRush on a slow PC is not appropriate Anyone concerned with throughput should be using at least a 1ghz system with 192MB or more of RAM Fax Throughput Generally The rule of thumb is 60 seconds per page So one hardware fax port one phone line can send or receive 60 pages in an hour In today s environment this is conservative and if you are really on the edge you could run your numbers based on 45 seconds per page f you send only text If graphics photos or artwork is part of the mix 45 seconds may be a little optimistic The first step is to understand your throughput needs Ask these questions How many pages per day does my organization receive How many pages per day does my organization send What is the mix of outbound versus inbound fax Are my outbound faxes time sensitive e g they need to go out now when press send or any time in the next 24 hours or some time this year The technical term for this is latency the lag time between when you press send and when FaxRush actually tries to transmit the fax Executive Summary for Hardware Fax e 500 pages day Between 2 and 4 channels needed depending on how time sensitive the documents are e 1500 pages day Between 4 and 12 channels needed depending on how time sensitive the documents are e 5000 pages day Between 10 and 24 channels needed depending on how time sensitive the documents are 379 OmniRush
31. using Microsoft FrontPage Run Microsoft FrontPage Go to File Open Ctrl O and type URL you would like to use as a base for your template http moneycentral msn com home asp Note that sometimes you should add index htm to the end of URL e g http www zfirm com index htm Click Open button 175 OmniRush Administration amp User Manual Dpen File Luuk in sistory A My Darcurrents Favorites AN ht p monevoantral rrsn comshorre asp My Networls Places st type Modify web page in the editor window Insert OmniRush merge codes if necessary Go to File Save As Enter the template filename and specify Save as type Web Pages Click Save button Save As 2 x Save in ja HTMLInput DI e EI A X C E Tools CityCat_general ECOST CLoan Ente prise Impaz tol MP3COM MP3COM_2Z MSN small stationaryC1 test WelcomeOutlook Favorites Dr Page title Home Page MSN Money Charge File name lemplate based on MsN 7 My Network E WR zs 176 User s Guide If Save Embedded Files dialog appears then click Set Action button Save Embedded Files E 21x Embedded files to save Picture preview Name Folder 1 Action a signin gif C TempHTMLInput f C Temp HTMLInput C Temp HTMLInput C Temp HTMLInput C TempHTMLInput C TempHTMLInput C Temp HTMLInput C Temp HTMLInput Passport signin
32. 123 Overriding the FROM information 238 Performance and Throughput 381 Saving Shipping Labels to Disk 140 Shipping Feature by Carrier Matrix 123 Shipping Requirements D RE e ess 125 FOGEXs 2sss 5 0 E T 123 Thermal Label Printers 100sseeeaas 357 Dees 124 Shipping Requirements sse esseen 123 Shipping Heouiremermts 125 Templates for Ghupping 234 467 OmniRush Administration amp User Manual Using and Administering Administrative Functions 00000 236 Example Jobs AA 237 Introduction to Using Shipping 29 230 Job Override Codes o0000n0aaaa 274 Override Codes for Shipping jobs 235 Setting up label printer on the network EE 358 Shipping Templates In Depth 234 Using and Administering eeeeeeeeeaa 236 Virtual Tracks cceceeeeeeeeeesteteeeeees 238 shipping module eee eeeeeeeeeeetteeeeeeaee 53 SlOX apt Cll oreco ea ar Eea 343 slk support mt 145 SMTP Relay Servers n e 359 Software Coevietence 406 SQL Databases Custom Merge Code Examples 195 Microsoft MSDE ssssssnnsasennnnennnnnenen n 336 Microsoft SQL Gerver 336 RE eisene eege A EEE 335 Stored Procedures seenen 327 SQL Databases na na 320 Stored Procedures Examples for Custom Merging 204 Merging Data Using eeeeeeen 204 Open Database Connector 320 327 Stored Procecdures 204 Stored Procecdures 320 Store
33. 37 Forward via Email 109 Forwarding Inbound Options 144 OCR of Received Faxes 368 Popup Notification 0 eee 111 Set Up PReceiving 108 RightFax Integration from OmniRush 118 Saving Faxes as TIF Files 0 0 0 106 SPCC WEE 379 TRYOUGNPUL mirariridiieri rupii 379 Fax Bridging RECEIVING ssssssessrresssrressrrnesrirnesrennnenna 319 Troubleshooting eeeeeeeeeeeeenen 387 Fax Drdomg 312 316 Index Fax module Module Heourements 103 Monitoring Fax Activity ee 261 Fax module cccecccceecceseeeeeesseeeeeeeeeeeeees 51 Fax Viewer Link Faxes toContacls 258 Fax Viewer 59 FaxRush Cannot Share PC with OmniRush 406 Changed Override Codes in OmniRush 43 Checklist for Upgrading to OmniRush 63 OmniRush Backward Compatibility 39 41 OmniRush Compared to FaxRush 40 OmniRush Incompatibilities 0 42 OmniRush Product History 15 OutFax Directory Support in OmniRush 23 Planning an Upgrade seee 62 Shared Features with OmniRush 39 Transition Plan to OmniRush 62 FaxRush to OmniRush Upgrade CheCKIiSt cscershoncecsedsieceuachaestesatexenans 361 Example 9020 ges aa das 362 e 344 Federal Express ccccesseceeeesseeeeeesenes 53 FedEx Canadian Origination seeeeeeeeeeeee 237 Configure Shipping Module 123 Configuring FedEx Track 132 Internet Communication Requirements123 OmniRush Features Refer
34. 52 Administrator s Guide Internet Fax with OmniRush Use of Internet fax RightFAX and FacSys are very similar In all scenarios OmniRush sends the job to an external server FacSys RightFAX or the internet fax service provider IFSP and that external server handles the actual transmission The Fax Bridge module does not enable receiving For receiving faxes either use OmniRush with a Brooktrout fax board or ask Z Firm about a fax to email account You must open an account with the IFSP before setting it up in OmniRush To use Internet Fax the steps are 1 Open an account with Easylink click here for the Easylink application The account information will be emailed to you generally within one business day Then follow these steps in the OmniRush Administrator In the Server Modules branch right click on your OmniRush Server select New Module Select Module Type Fax Server Internet Fax Select the appropriate Fax Service Provider Enter your username and password Save the module right click on it select Start Open or create a fax Track that will be used to feed the module In the Fax Settings tab of the Track be sure to select the appropriate Bridge Type to match your internet fax account 8 Save and close the Track NOORWH Shipping Shipping Automation lets you create DHL FedEx and UPS shipments using OmniRush OmniRush will e Print the bar coded shipping label e Log the tracking number into the j
35. 6 1 You represent and warrant that you a have the rights and appropriate licensing to your CRM or SQL database system authorizing you to install and execute the Z Firm software that integrates with your CRM or SQL database system and b have the rights and appropriate licenses allowing you to install and execute the Z Firm software on the host system of the CRM or SQL database system You will indemnify and defend Z Firm from any and all claims demands and liabilities arising out of your failure to have all or any portion of such rights and licenses 7 LIMITATIONS OF REMEDIES Z Firm LLC s entire liability and Customer s exclusive remedy shall be replacement of any media not meeting the Limited Warranty described herein if the media is promptly returned to Z Firm LLC TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO EVENT SHALL Z FIRM LLC OR ITS SUPPLIERS BE LIABLE TO CUSTOMER FOR ANY CONSEQUENTIAL INCIDENTAL DIRECT INDIRECT SPECIAL PUNITIVE OR OTHER DAMAGES OF ANY KIND INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION LOSS OF BUSINESS INFORMATION OR OTHER PECUNIARY LOSS ARISING OUT OF THIS AGREEMENT OR THE USE OF OR INABILITY TO USE THE SOFTWARE EVEN IF Z FIRM LLC HAD BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES 8 SOFTWARE MAINTENANCE AND TECHNICAL SUPPORT Certain OmniRush licenses require the purchase of software maintenance and or technical support Refer to the price list effe
36. CashRush license includes e One email track for emailing out receipts One database connector One credit card processing track The OmniRush Universal Client for a simple credit card GUI Notes e CashRush is for USA users only e CashRush is licensed on an annual subscription basis e PrintRush is the server based merge printing system for CRM and SQL systems The base PrintRush license includes e Five print tracks e One database connector Administrator s Guide Each model allows connection to one database of the type specified at time of purchase Additional features database connectors etc can be licensed at the time of purchase or later Popular options include the PDF module additional database connectors and additional tracks Each model includes a given number of tracks for each job type If you have any questions on what is included please refer to the price list or contact Z Firm Sales OmniRush detects the CRM system in use and must be licensed for the CRM system type and the CRM system user count e ACT In Help About go into the Database Info area to see how many users the ACT system is licensed for e GoldMine Go into Help About and check the GoldMine serial number This shows the number of users in the second or third section e SalesLogix OmniRush is licensed based on the total number of configured active login ID s in SalesLogix Note that this will include SalesLogix users of both types per configured an
37. Check that the Norton Antivirus add in for MS Word has been removed Check that there are no startup macros in MS Word To be sure shut down the print raster module locate normal dot and rename it to normal old Then restart the print raster module and try again Check that there are no MS Word add ins on the system If there are shut down the print raster module move the add ins to another directory and rename it to normal old Then restart the print raster module and try again Installation Initial E Mail Server Setup Setup A typical OmniRush Email Merge Server requires these components Modules e Database Connector Module e Optional If you will send merged attachments as PDF or TIF One Print Raster Module with default settings do not modify printer or other settings Note that PDF functionality requires purchase of the PDF Option for OmniRush e One Email Server Module Note that only one email module is needed no matter how many tracks 3 Default print module Z GM 5 DBase Connector 3 E Mail Server Tracks e One or more email tracks configured to taste At least for initial setup set the track alarm options EMAIL 1 Default E Mail Test Jobs Start all modules Wait until all modules go solid green in Administrator Now start the CRM or SQL system Some CRM systems like GoldMine require that you now create GoldMine users that have the same host reference as the OmniRush tracks If you created the track
38. FAX 3 Set the date and time for the action to happen on usually now but it could be for a day or time in the future 4 Optionally type some cover note text on the activity notes field 5 Done OmniRush will merge the contact data onto the documents in Lit Pack frp and send the kit via the transmission method selected in step 2 OmniRush will then record the results of what it did into the CRM database This is an example of task delegation to a virtual secretary OmniRush is the secretary who does what you tell it to You can direct activities to OmniRush from within your CRM system without using any other software Additional software can be used to drive or delegate to OmniRush but is not required for most tasks SalesLogix OmniRush integrates with SalesLogix in the following ways Server Side Integration Traditional interactive use of OmniRush is done by scheduling activities in SalesLogix OmniRush works as a virtual secretary in SalesLogix and you schedule jobs to OmniRush just as you would to another SalesLogix user The key to understanding this part of OmniRush is to remember that the SalesLogix Activity table drives OmniRush A single record can trigger a simple job or complex job to any OmniRush module OmniRush does not care how these Activity records are created You can use VBA Remote Sync Sales Processes or any other mechanism that will create the appropriate Activity record Your job
39. It is not required to start an ODMS path at the root of the Documents branch of the tree ODMS paths are interpreted from right to left starting with the file name and continuing with it s immediate parent folder then the 2 level parent folder etc Only as many folders need to be specified as is necessary for an unambiguous identification of the document If more than one document matches the specified path and file name no error is raised and any of the valid documents may be chosen which document is unpredictable The following document Documents General Shared Office Sales widg lit rtf may be specified in any of the following ways widg lit rtf Sales widg lit rtf Office Sales widg lit rtf Shared Office Sales widg lit rtf General Shared Office Sales widg lit rtf Documents General Shared Office Sales widg lit rtf GS Office Sales widg lit rtf The first is optional except in the widg lit rtf example in which case it forces the server to use ODMS path logic as opposed to the logic described in section 1 b For details about the GS Office Sales widg lit rtf example see section 3 below 3 Shortcuts for ODMS paths In order to make ODMS paths more readable and smaller so that more file names may fit on any given activity reference line the following shortcuts can be used Shortcut Replaces GS Documents General Shared Documents General Private lt Current
40. Module Configuration EE 81 Using Administrator to Create Modules esseesseeseeesseeseeeeetesstnesennttnntnnntnnntnnnnnneennenn nenn 81 Database Connectors eege cates ca a A tas Seege eege 83 Fax Server Mod le sprona a aonni a iaiT aoa Seed 103 Print Oe 112 Fax nee 117 EE UE 120 Elte eis Bee NEE 123 Commerce Module cceccceceeeceeeneeeeseeeeeeeecaeeeeaaesaneeceaeeesaaesseaaeseeneeseaeeesaeeseaaeeseneesias 125 Launcher Modlen soraa EE T E ET 127 Be Tee re E e EE 127 The ROG OF Tracki Eed NES REENEN ENNER EENS 127 Creating a New Track 00 0 nce diese VE iii i e i ie sve eens 128 Universal Track Options eege ENEE ENEE alee lees 128 Configuring Fax T tacks EE 130 Configuring Print T e EE 131 Configuring FedEx Shipping Tracks 132 Configuring UPS Shipping Tracks ccccccceceeeeeeeeeeeeeeeeeeecaeeeeaaeeeeeeeseaeeesaeeeeaaeeeeeeesaas 135 Configuring DHL SHIPPING EE 137 Configuring E Mail Tracks Message Properties ssseseeseeesenesrresrnesrnesrrssrresrrssrrssrrssrns 139 Configuring Commerce Tracks 140 Advanced Track Options siitti arene e gea NEES ENEE 140 Users amp Ee 142 User Creation amp Management 142 User Rights for Universal Client isagani anast aaan easa be oa iaeei biasan ra anadan 143 GIOUPS EE 144 Fax RECCIVING EE 144 CRM Client Wtlities c2ecacr0sioeheceiceeetiasieecesbereettat etlaetii nea aaa a aean Aana Aa A Taaa e deed Ed 145 Viewer and Print to Fax Glent 2 2 secs cescc
41. OrgFileName if document was renamed iLastVersion Document last version is not used in release 1 wsMacro Microsoft Word macro command wsOwnerID Document owner ID wsContactID Document contact ID 308 Developer s Guide wsCheckout Username if document is checked out Otherwise empty iCategory Document category iDocType Document type see DocumentImport function iImportMode Document import mode wsDescription Document description iPageCount Number of pages in the document 0 if undefined wsRemoteCSID Remote fax CSID of document is inbound fax Empty otherwise procedure GetFieldCount iContact SYSINT out iCount SYSINT Description Retruns number of fields of the specified contact iCountact Index of the contact iCount Number of fields See also GetContactValue GetContactFieldName procedure GetTrackDescription iIndex SYSINT out Value WideString Description Returns description of the specified track iIndex Internal track index Value Track description See alse RefreshTracks procedure GetTrackHostRef iIndex SYSINT out Value WideString Description Returns the host ref string of the track for the specified index Host ref is a string to schedule a job for that track from the contact manager i e GoldMine pseudo user iIndex Internal track index Value Host ref flag See alse RefreshTracks procedure GetTrackID iIndex SYSINT out Value WideString
42. PDF Passwords Adobe Acrobat Distiller NOTE Proper licensing of Acrobat is your responsibility No license is provided by Z Firm even if the OmniRush PDF module has been licensed NOTE Some users run Distiller over the network Z Firm only supports Distiller running on the OmniRush Server PC Install the Acrobat Distiller 1 Set a watched folder e g c temp omnirushps Set it to watch every second and to delete the PS files 2 Distiller will create two directories c temp omnirushps in and c temp omnirushps out 3 In OmniRush Administrator Modules Print Module PDF set the Input Dir to c temp omnirushps in andthe Output dir to c temp omnirushps out as shown here 116 Administrator s Guide External server Input dir ps fe temp omninushps in el Output dir pdf fe temp omnirushps out el Execute E note that Execute is left blank as Distiller will automatically see new input files and convert them 4 It is important that the Acrobat Distiller be running at all times to process jobs 5 Save the settings and start the Print module 6 Schedule some multi page RTF files to confirm proper conversion PostScript Printer Notes There are some attributes of PostScript printers that you should be aware of e Many print drivers are monochrome so all PDF s will be converted to monochrome Be sure to use a color print driver if you want color e Some printer drivers create their output in r
43. SELECT CO FROM COMPETITOR CO WHERE COMPETITORID IN SELECT COMPETITORID FROM OPPORTUNITY_COMPETITOR OC WHERE OC OPPORTUNITYID SELECT OPPORTUNITYID FROM ACTIVITY AC WHERE AC ACTIVITYID amp ACTIVITYID Creating Custom Merge Aliases 194 User s Guide The steps to create a custom merge alias are 1 Design the merge alias using the database schema and an interactive SQL query tool like the MS SQL Query Analyzer 2 Check that your query is optimized to use the database indexes and that it will not accidentally pull 1000 s of records which will adversly impact the database server and OmniRush performance 3 When the query pulls the desired data from the database replace the live data in the SQL WHERE clauses with the OmniRush In Line Replacement Codes 4 Inthe OmniRush Administrator create a new merge alias and paste in your SQL 5 Create a template with the new merge code or add the new merge code to an existing template 6 Test the template Note on SQL SELECT statements Large production systems may want to implement custom merge codes as stored procedures sprocs The benefit of sprocs is that they can test the query e g by running a SELECT COUNT on the narrowest possible query before executing the query A sproc can then decide if the query needs to be opened further Custom Merge Code Examples These examples addre
44. SalesLogix DLL filename E Help lt S Insert x Cancel H Close The Sync to All Users option changes how OmniRush interacts with the SalesLogix sync subsystem By default this option is not checked The default behavior of OmniRush is that data created or modified by OmniRush will sync only to remotes that subscribe to the affected account This behavior is correct for most installations In some cases you will want data to sync out to all remotes whether or not they subscribe Some sites using SalesLogix net report that account owners will not get OmniRush data unless the Sync to All Users option is turned on in the OmniRush database connector Extended Hardware Discussions Memory Requirements On the OmniRush Server a minimum of 196MB of application RAM must be provided Actual memory requirements depend on two factors Number of modules running For example each connector to GoldMine or SalesLogix requires 8MB 16MB of RAM If connecting to several databases more RAM may be required Number of jobs per hour RAM helps the system perform better so system utilization is a factor Recommended 256MB RAM for systems processing more than 1000 jobs per hour A typical OmniRush server for small workgroups e g under ten users and light loads e g under 30 jobs hour typical can run at the minimum configuration For heavier workloads a typical system will be a 1GHZ CPU or higher 256 MB
45. See the detailed installation instructions Required Credentials You will need two kits of credentials to set up OmniRush 94 Administrator s Guide MSCRM credentials This should be an Active Directory user who is configured as an MSCRM Administrator A dedicated userid is not required for this purpose however some installations may have audit requirements that demand a dedicated userid and ergo MSCRM license for OmniRush note MSCR M user licenses are not included with OmniRush Contact your MSCRM reseller for appropriate MSCRM licensing SQL Server credentials This should be either an Active Directory or SQL Server userid that has dbo role in the MSCRM database a Note After OmniRush is configured changing the passwords on either of these accounts will cause OmniRush to shut down Make sure to either plan to update OmniRush when passwords change or disable periodic password expiration on the accounts used by OmniRush MS CRM v1 x Connector Creating the Module Onote that MS CRM v1 x support is deprecated in OmniRush v9 0 and up The following should be done before configuring a MS CRM Connector in OmniRush e Check your MS CRM operating environment e Log into the MS CRM Web Client from the OmniRush Server PC to confirm connectivity e Using Microsoft Query Analyzer log into the SQL Server database used by MS CRM to confirm connectivity When these steps have been done you are ready to create the MS
46. Some ISP s and other network security devices block outbound port 25 traffic Be sure your environment allows this traffic to pass OmniRush needs access to a DNS server as well It is advisable that the public internet interface have reverse DNS configured For example if OmniRush is behind a NAT firewall and the NAT firewall has an external IP of 22 22 22 22 then best results will be had if your ISP whoever owns the 22 22 22 22 address configures reverse DNS to this address If possible the host name should match your OmniRush Server PC name An ideal configuration would have this address resolve to lt OmniRush PC Name gt lt your domain gt com e g OmniRush acmeroof com However it is not required that the host name or domain name be real In all events it is strongly advised that reverse DNS be configured to any host or domain name for the OmniRush server as this will help identify the email as legitimate to spam blockers Z Firm DBEngine Z Firm DBEngine Introduction The Z Firm DBEngine is a client server zero administration database engine It should not be used for any purpose other than OmniRush and data should never be written to the database The engine uses the TCPIP protocol to communicate with network clients Connect ini The connect ini file is used by anything that connects to the Z Firm DBEngine which basically means everything to do with OmniRush For example all modules clients and utilities all c
47. The sections that follow explain how ODMS evolved what the advantages are of ODMS and how to use ODMS Why Manage Documents Document management is a key piece of CRM The point of CRM is to centralize and standardize the information maintained on customers and prospects CRM also tracks communication and contact with customers However what is sent out to prospects and customers is just as crucial Allowing each user to have his own set of merge documents on a local hard drive does not let a company give a standard presentation to the customer A core principle of OmniRush is that documents should be managed by a document manager This role is responsible for maintaining the library of documents available to CRM users While this role can be delegated to multiple people it is a crucial concept for OmniRush In many cases the document manager is simply receiving material PDF files Word files etc from others and putting it into the OmniRush system In other cases the document manager is converting static Word files into OmniRush merge files adding merge codes etc and then adding to OmniRush In any event be clear how your company will manage the OmniRush document library With the OmniRush Universal Client users can print to fax and print to email from any application So ad hoc documents are fully supported OmniRush supports any mix of centralized vs ad hoc operation Some sites are only central some are only ad hoc and m
48. VBA Getting Started 268 Developer s Guide Getting started What we refer to as a macro is a public VBA complaint function Public Function or Sub that is stored in the MS Word normal dot on the OmniRush server If there are multiple OmniRush servers running the print raster module update normal dot at each of them Please include normal dot into your backup routine Normally you start creating a server side macro by developing it on your desktop PC and executing the code in your local copy of Word Once the macro is ready for use it is installed in MS Word on the OmniRush PC To create a macro launch Word and go to the Menu Tools Macro Macros Create Then you should give a name to the macro let s use HelloWorld for example and when VB editor appears type a following code in the code edit window and save it Sub HelloWorld ActiveDocument Paragraphs 1 Range InsertAfter Hello World End Sub To see how things work take these steps e Create a VBA form with a button that invokes HelloWorld e Run the form click the button and you should see the text inserted into the document you may have to close the form for the document to refresh To install on the OmniRush Server k Save the HelloWorld macro made above as a txt file to a shared network drive Deactivate the Print Raster module Open MS Word on the OmniRush Server In MS Word go to the Menu Tools Macro
49. a 9 before every number e Use of PREDIAL INI Typical Scenarios 394 Technical Reference U S dialing can be handled either by the default OmniRush localization method dial seven digits for local 1 ten digits for long distance International users or dialing is the interesting part In all cases you need to have a single approach either OmniRush constructs the number or you have the complete number in GoldMine For U S based users a common approach is to leave the International prefix in Settings General Fax Number blank and enter the full fax number in contact1 fax A fax number might read 0114465 898 7777 That is the international dial prefix 011 country code 44 city code 65 and number 8987777 The other method is to allow OmniRush to construct the prefix portion of the fax number This requires that the records in GoldMine be set to in contact1 gt status When OmniRush encounters a fax number that is on a substr contact1 gt status 1 1 1 record OmniFush will test if the international prefix is already in the fax number It does this by comparing the international dialing prefix set in Settings General Fax Number with the first digit s of the fax number If there is a match OmniRush dials the fax number as is If there is not a match OmniRush prepends the international dialing prefix to the number This method is useful both for U S based users and for users outside the U S Remember You can c
50. checked out document bOverwrite Determines the methods behavior in case the target file already exists See DocumentCheckOut for details See also DocumentCheckIn method and list of methods there procedure DocumentImport const sDocument WideString const sMacro WideString const sParentFolder WideString iDocumentType SYSINT iPageCount SYSINT out sDocumentID WideString Description Creates a new document in the OmniRush repository sDocument Document local filename with valid path File must exist sMacro Word macro command name and parameters sParentFolder Valid folder ID of the folder to import document in ID is returned by CreateFolder function Or you can use predefined hard coded folder IDs like FolderID Description ROOT_DOCS_G_S_ Documents General Shared ROOT_DOCS_G_P_ Documents General Private ROOT_DOCS_I_S_ Documents Inbound Shared ROOT_DOCS_I_P_ Documents Inbound Private iDocumentType Type of document Must be specified properly in order to use it later with OmniRush modules dtUndefined Type of document is not defined OmniRush modules cannot use document dtDynamicText Text file txt frp zok with merge codes Is not supported in 305 OmniRush Administration amp User Manual release 1 dtStaticText Text file txt frp zpk dtDynamicTER dtStaticTER dtDynamicWord RTF file with merge codes dtStaticWord RTF
51. database iContact Index of the new contact in the internal list This index allows you to reference the contact in job creation methods Integrating Custom Fax Bridging Introduction to Custom Fax Bridging Also known as the OmniRush Open Fax API Custom fax bridging allows you to bridge OmniRush to your fax server or internet fax service OmniRush includes integrated support for hardware faxing Easylink and other options but users often find it necessary to connect to their own fax server or service 312 Developer s Guide Database Comrector Module imports uo to Max Queue number of jobs Fax Mocule pushes muit page TIF amp XML job desciption file to drectory g d g nto Z Firm Oztavase a E Engine KS n Cf K zk d y OmniRush Database OmniRush Fax Medute Pa DEN Cornector configured for A PUEN S Module Fax Brieging K iBalesLogix ACTIVITY A 8 table i Pt A Gech ne CAL table N operionaity Fay Nodute the same Database D Connecter Module reads status massages exports completed jobs to created by your CRIA database appliceton Bridging allows both outbound and inbound messages to be processed It also allows for optional true status to flow into the CRM system via status messages The API is a file based API A fax message is a combination of two files e Multi page TIF file of the fax image e XML fax information file fax number r
52. exec zfCreateJob 12 C1 ground_box zpk WGT 23 VAL 200 sample widget ADMIN UPS This creates a record in the OR_Jobs table that will trigger a UPS shipment The stored procedure zfCreateJob is part of the sample Microsoft SQL database and it simply creates a record in OR_Jobs with these values OR_Jobs Value from the example Explanation column JobID 12 In the simple example database the OR_Jobs JobID is not a unique counter or value so it is the responsibility of the programmer to insert a unique ID to the job recipient contact in the ContactID eal This is the ContactID of a OR_Contacts table Reference ground_box zpk WGT 23 This is the shipping template VAL 200 sample widget with flags to set the the shipment weight declared value and shipment reference UserLastBy ADMIN This is the from information for 32 Administrator s Guide the job Not really relevant for a shipment job TrackRef UPS This sets the OmniRush track that will service the job What OmniRush Does OmniRush takes the template applies the overrides in this case weight and value and merges in the contact data from the database It then e Prints the bar coded shipping label e Optionally sends a notification to the recipient that a shipment is on the way including the tracking number if the shipping track is configured to do so e Logs the shipment to history see below Trackin
53. gt Time pi Check out the great pricing and features in our new Duration fo EZ Min z Widget super pack The attached literature shows why Acme just has to use our widgets IT Alarm On E Options Activity Opportunity Project I Private M Link g gt seg D Irene D New IT RSVP TI Notify Cancel Jobs can be scheduled to GoldMine groups filters and tagged record lists as well GoldMine OmniRush integrates with GoldMine in the following ways Server Side Integration Traditional interactive use of OmniRush is done by scheduling activities in GoldMine OmniRush works as a virtual secretary in GoldMine and you schedule jobs to OmniRush just as you would to another GoldMine user The key to understanding this part of OmniRush is to remember that the GoldMine CAL table drives OmniRush A single record can trigger a simple job or complex job to any OmniRush module OmniRush does not care how these CAL records are created You can use GoldMine s DDE DLL Stored Procedures Remote Sync Automated Processes or any other mechanism that will create the appropriate CAL record Your job is to create the CAL record OmniRush does everything from there on For example to send the document package widget_promo frp to Sam Jones via email the following might be scheduled in GoldMine 224 User s Guide Schedule an Other Action AES Detail Users Resourc
54. legible FIXED Forwarding a fax in GoldMine it would be from OmniRush not from the user who did it Build 247 General NEW WindowsXP Support Notes Wang Kodak imaging is no longer included with XP Microsoft removed it It can now be purchased on the internet as a piece of software The main implication is that out of the box there is no useful TIF image viewer XP Paint can open save TIF files but does not have good zoom capabilities To support XP the Viewer has been largely re written Behavior of annotations and image viewing has changed slightly The good news is that Z Firm can now respond more directly to requests for specific annotation functionality XP broke the ability for applications to test for a valid username password When you enter the username and password for OmniRush NT Services in the OmniRush installer and in the Launcher configuration in Administrator OmniRush cannot test if the password is correct It will just accept your entry So if you put in a bad password here you will only find out IF you run OmniRush in NT Service mode XP PCI Hardware Only Brooktrout ISA boards are not supported on XP and word is that ISA hardware in general is not supported on XP At this time we do not anticipate support for ISA Brooktrout boards on XP NEW Tracks now have settable priorities FIXED Installer now de
55. server file htm OmniRush does an HTTP GET of ie bm URL must be valid File HTM does not not need to be fully formed HTML Where NUMBER OF MINUTES 0 get file every job NN cache file locally for NN minutes This setting is to cache the file if it is retrieved by an HTTP GET The persist tag is optional Note that the persist tag should not be used during page development as the included file will be cached on the OmniRush server Notes 180 User s Guide e If the lt include gt tag doesn t have file LINK TO FILE attribute or LINK TO FILE is not defined empty then this lt include gt tag is ignored e The email module will fail the job if unable to resolve unable to find file from lt include gt tag e The email module has separate caches for each sending thread All caches are cleared every start e The email module does not check the lt include gt file extension content or size So there is nothing that prevents user from including binary file Example Syntax lt include file incl htm gt lt include file server share temp htmlinput small HTM persist 10 gt lt include file or news c htm persist 10 gt lt include file http www google com help html persist 10 gt Steps to use Include logic 1 Inthe email track enable includes On the email track set the root directory for files and relative paths included from the file sys
56. system O ODMS OmniRush Document Management System These are files stored inside OmniRush in the Documents branch of the OmniRush Administrator Also referred to as Internal documents because they are internal to OmniRush Contrast to External documents which are stored in directories on a hard drive on the network on a PC or server file system S 458 Glossary static Static documents are standard documents that do not merge for example product brochures or price lists Static documents are usually of the PDF DOC or TIF file types SYSDIR Location of the GoldMine license dbf file Often specified in the GM INI with the SYSDIR tag T Table Alias Aliases are a shortcut to a database query The query is created and managed in the OmniRush Administrator U UNC Universal Naming Convention UNC paths start with a double backslash e g UNC paths are an improvement on mapped drive letters because each PC may map a given path to a different drive letter which is very confusing unlimited The actual maximum effective length will vary by job type 459 Index A Activex Introducton iarann ie 294 ACUIVOX EE 294 ActiveX Reference eneee 294 Administrator Checking files in and out 220 Creating Modules eee 81 Document Package 156 Drag A Drop 155 Finding Eiles ce ora 157 Managing Rights 08 25 153 221 Settings Gereen 154 Administrator 57 Administrator 151 ADO Connection Gring 3
57. the TIF is put in the Global root Module Configuration Using Administrator to Create Modules The Administrator is used to create configure monitor start and stop modules While each module has its own configuration screen the basic steps for creating a module are always the same Right Click on the OmniRush Server PC and select New Module Eg Server Modules Hg List by Module Type List by Server PC oe at c Launcher Settings amp Bookmarks gt Jus Activate All Jus Deactivate All Sr Monitor Modules CG gt General Server Settings D P Manage Rights Select Next on the Wizard 81 OmniRush Administration amp User Manual Module Creation amp Configuration Wizard RAF LAP Select the type of module being created and press Next Module Creation amp Configuration Wizard Name the Module and press Finish 82 Administrator s Guide 3 Module Creation amp Configuration Wizard Confirm Host PC RAF_LAP2 Module Type E Mail Server Module name E Mail Server Help lt P Back Finish gt Cancel At this point complete the required configuration for the module and your module is ready Database Connectors Database Connectors Database Connector modules tie your SQL database or CRM system to OmniRush The Database Connectors implement the Server Side Integration side of the OmniRush CRM equation Data
58. this can be worked around with a method like the following Scenario SQL Server backup runs at 10 00 PM weeknights and runs for 60 minutes Create two batch files stop omnirush db connector bat net stop OmniRushDefault DB Connector start omnirush db connector bat net start OmniRushDefault DB Connector Note the name of the service will probably differ on your machine Check your Services list The next step is to hang the start and stop batch files on a timer on the OmniRush Server PC For example we might set the stop file to trigger at 9 55 PM 5 minutes before the backup and the start file to trigger at 11 10 PM 10 minutes after the backup finishes Performance Discussions Server Scaling OmniRush scales very well and will respond to 378 Technical Reference More RAM Faster CPU Multiple CPU s Clustering OmniRush supports server clusters This can be used to many advantages e Two or three inexpensive PI 233 class machines with 156MB or more of RAM each can make an excellent high throughput cluster for very moderate cost e Clusters allow limited failover not all modules support fail over e High performance hardware can handle very large job volume Note that clustering requires additional software licenses from Z Firm Fax Performance amp Throughput aka Speed Getting your fax blast out is important In many cases OmniRush is not tuned for maximum throughput This discussion should help
59. 12 hour window Clearly the smallest system that would fly here is 10 channels A 12 or 16 channel system certainly would not hurt in this Technical Reference instance In most cases a digital fax board would be used and the system would be set up with a T1 line Z Firm s recommendation For this customer a digital Brooktrout board a T1 line and either 10 or 12 channels as a minimum 16 channels would be wise for this kind of volume if budget allows Finding Bottlenecks Think your current FaxRush rig should go faster than it does In any fax performance discussion there is one question Where is the bottleneck For hardware fax the bottleneck is nearly always the number of fax ports unless you have more than eight ports For example say you are sending a 5 page fax out and have a four port TR114 board This setup can pump out 30 60 faxes per hour or 720 1440 faxes per 24 hour period the range is due to possible differences in the fax content and the quality of the fax numbers Now the same 5 page fax via FaxRush Internet Fax should pump out 100 350 faxes per hour as long as at least 240kb sec of internet bandwidth is available to OmniRush If you are not hitting this number check the following potential bottlenecks a Internet bandwidth b RTF is too large Make a registry tweak and it gets much smaller See this help file page for the trick c Track setting Max Queue Size is too small e For hardware fax set it to
60. 2 Configure Commerce Note E Online accounts are managed via an internet virtual terminal at https secure authorize net It is possible to configure the account in such a way as to make OmniRush transactions impossible Please use caution when adjusting your merchant account settings Merchant Account Discussion Merchant accounts take a couple of weeks to get set up so be sure to allow time for that in your implementation plan Note that Z Firm only supports using e online merchant accounts New accounts often take one to two weeks to receive approval and to be activated Plan ahead and allow lead time for this If an existing order entry or transaction system is in place it is advisable to run OmniRush in parallel to the existing system even if the existing system is manual before running OmniRush by itself To do this it can be desirable to open a second merchant account for OmniRush to use This way the transactions of the two systems existing system and OmniRush are kept separate and can be properly tracked during the migration to OmniRush Commerce Setup a Demo Simulation Mode Operation For demo operation simply create the Commerce Module set to Atomic and set it to demo mode In demo mode the module will fail about three of every ten transactions This shows the operation of the system for approved failed e g bad credit card number and declined transactions Another benefit of demo mode is that no software
61. 2 17 16 21 1 page fax recaived 07 oort B 2 Firm OnmnF ach E mei 30 el 24 a d a ae Shared L Private Just double click on a fax in the list shown above to view it In view mode shown below the Image menu allows action on the fax and the Annotation tools are available OmniRush Viewer 1 page fax received on port Brooktrout 4 on 5 23 01 at 3 17 pm i Eg File Edit View Image Annotations Window Help WENO OF EM page 1o11 Se Note that the Description field is editable Set it to the fax content e g PO 343 for Widget or Proposal revision 6 5 01 Annotating Faxes 257 OmniRush Administration amp User Manual The annotation toolbar is available whenever viewing a fax Some notes about annotations e Annotations are not saved until you save them e Bitmaps can be pasted from the clipboard onto the image and select areas of the image to cut to the clipboard Bitmaps that are on the clipboard can be pasted onto faxes with ctrl V or via the Viewer Edit Paste menu There are two ways to change the line thickness font etc of an annotation e Before making the annotation right click on the annotation toolbar button select properties and set the line thickness text font etc e After the annotation has been made double click it to select then double click again to set the properties of the annotation Organizing Faxes Using the Administrator folders can be created under the Inbound Shared f
62. 2048 show New Inbound Document Folders frTreeViewEdit properties CurrentPath See frTreeView CurrentPath Value See frTree View Value Height of the popup TreeView TreeHeight The TreeView normally pops up underneath the edit control If TreeHeight is greater than the available space underneath the control then the TreeView is displayed above instead Width of the popup TreeView TreeWidth The TreeView normally pops up left aligned with the edit control If TreeWidth is greater than the available space then the TreeView pops up right aligned instead TreeRoot See frTreeView Root Te ViewMode See frTreeView ViewMode frapi properties LoggedIn frTreeView and frTreeViewEdit login automatically whenever the Active property is set to True This is not the case with frapi which is intended to be used for client or for server applications Server applications may require to login to the database repeatedly as different users Not losing the server connection while switching from one user to another greatly increases performance DBlOModulelID The record ID of a Host DBIO module settings record This record ID can be obtained by using a frTreeViewEdit and navigating to the apropriate DBIO module node and then reading the Value property This property is required by the UseHostContact method to specify which Host Contact Manager the contact to be used 302 Developer
63. 4 times the number of fax ports or 25 whichever is higher e For internet fax set to 250 gt Note that fax content can impact performance A typical page of text will transmit in 30 60 seconds Documents that have photos color images or shades like background color can take much longer to transmit If PDF s are heavily used consider setting the conversion contrast to 75 or 100 Next Internet Fax Performance Tuning Shipping Server Throughput Quick Links Shipping Server Optimizing Steps Shipping Server Performance Discussion Shipping Server Optimizing Steps Module Optimizations As discussed below it may be appropriate to run multiple shipping modules concurrently To implement simply create multiple modules and configure Note that multiple shipping modules are supported for DHL and FedEx only at this time No other configuration is needed to run multiple modules 381 OmniRush Administration amp User Manual Printing Optimizations Thermal label printing is very low overhead and has negligible impact on performance Laser label printing however uses the Windows printing system and can impact performance in a number of ways OmniRush builds 504 and higher are optimized for much more efficient label printing The general rule s for printing are 1 If OmniRush is saving the label to disk uncheck the Print Label option on the OmniRush track Some sites configure OmniRush to print to a NUL printer because only the labe
64. A job trigger record generally requires two elements e Track Reference the Host Reference for the target Track e File name Package File or Template Optional fields e Job Reference Information e Notes However a number of job attributes can be overridden job by job Some examples e A fax job that is going to a fax number other than that of the contact record e A shipping job that needs a shipment weight other than what is preset in the shipping template e A credit card job that needs the credit card number passed on the job Override codes allow this Some examples To send the package saleskit frp to a specific fax number saleskit frp fax 2134445555 To ship a UPS ground shipment but set the shipment weight to 11 pounds and reference the shipment as PO 23433 ugn zpk WGT 11 PO 23433 Click here to see the reference list of available override codes Scheduling Jobs in GoldMine Scheduling from GoldMine Introduction With GoldMine OmniRush uses a virtual secretary model in which you schedule actions to GoldMine users These GoldMine users are not actual people rather they are virtual users such as EMAIL LASER FAX FEDEX etc 223 OmniRush Administration amp User Manual Schedule an Other Action AES Detail Users Resources Available Time Recurring Group Schedule m Primary User Contact Code Color Sam Jones DI D EMAIL N DI Reference Tie Jwidget_promp frp D Date bazomm
65. Administration amp User Manual note FaxRush internet fax is equivalent to a 4 to 10 channel system If you need a ton of outbound throughput internet fax can do the trick The downside is that you are paying per page sent The upside is that there is no up front hardware cost for fax boards It is fine to mix fax boards and internet fax You can configure FaxRush to have faxes sent by hardware or internet fax on a job by job or batch by batch basis or to have both hardware and internet fax service the general job queue Next More about internet fax Scenarios With Math A step by step guide how Z Firm figures out these questions A Law Office Professional Firm The law offices of Out For Justice sends 250 pages per day and receives about as many That is a total of 500 pages per day But it is very important that inbound callers not get a busy when sending a fax to OFJ Likewise on outbound faxes time matters A fax sitting for half an hour before it gets attempted is NOT OK at OFJ The Math 250 pages is about four hours of channel time 250 pages 250 minutes 250 minutes divided by 60 is 4 2 hours So one inbound channel and one outbound channel could handle this volume but would be 50 utilized This means that folks trying to send to OFJ would get busy signals almost half the time because the receiving channel would be in use for 4 hours out of every 8 hour workday Not OK OFJ for sure needs 2 channels dedicated to rec
66. Alam Date 8 26 2001 Set Alarm M Timeless Lead Time ad bau 1Smintes IS fines zl In SalesLogix the mmm pti Priority None z Host Reference is put in the Category Category LASER o field mmm ee L The Category pick list may optionally _ be populated with the host references of all the tracks in OmniRush E Scheduled by Administrator on 3 26 2001 In GoldMine the Host Reference maps to the GoldMine Cal Userid field To schedule jobs in GoldMine GoldMine must have additional users configured Note that GoldMine uses concurrent usage licensing so there is no adverse effect of adding users 20 Administrator s Guide Schedule an Other Action Detail Users Resources Available Time Recurting Group eae Primary User Contact Code mm CS a Time aa GoldMine the A Primary User directs Date 3 26 2001 e the job to an iy so get yor derin Time D OmniRush Track Duration 0 4 Min 7 To interactively I Alarm schedule jobs Track On Host References must E be added to the aoe T Private M Link GoldMine user list via Ei Ory File Configure New Case I We amp Users Merge Documents Word Documents A powerful feature of OmniRush is to allow Microsoft Word documents to be merged server side and then printed faxed or emailed A single document library can then be used for all forms of communication
67. Anything in the 1 6GHZ 2 6GHZ range will give excellent performance OmniRush also benefits from multi processor systems Brooktrout Discussions Brooktrout Supported Models Brooktrout has several product lines Two product lines are supported by OmniRush e TruFax e TR1034 Orhere are two flavors of the TruFax board Old and New Unfortunately they are not compatible with each other While both Old and New are supported in OmniRush the installation sequence is different If installing a TruFax the first step is to determine if it is an Old or New Style board gt Note that ISA boards are not supported The TruFax is a low cost fax board It is available in one and two port models for the PCI bus Since early 2005 all TruFax boards are universal PCI and will work in 3 3 and 5 volt PCI slots Earlier models only work in 5 volt slots Up to four boards can be installed in one PC allowing 347 OmniRush Administration amp User Manual up to 8 ports TruFax boards connect to standard analog phone lines sometimes referred to as POTS lines Doia Style TruFax boards supported in OmniRush v7 v9 Brooktrout part numbers 904 030 50 TruFax 200 the sticker on the board itself may read 804 063 02 904 030 40 TruFax 100 904 030 80 TruFax 200 International 901 002 16 TruFax 200 R Europe 901 002 18 TruFax 200 UK Onew Style TruFax supported in OmniRush v9 and up Brooktrout part numbers 901 004 08 TruFax 200 R 901 00
68. Canada Origination for FedEx Express and Ground shipping New features for ASP s to share a single OmniRush server across multiple customers Improved operation on Terminal Server Improved Installation Documentation Updated Documentation Enhanced Viewer e All new Annotation Engine e MRU for Descriptions e Built In Email Client e Save amp Email as PDF Requires OmniRush PDF module Detailed Fix List Build 280 xx xDatabase Connector FIXED Some SQL2000 systems would cause the database connector to choke See http www zfirm com omnirush kbase 93 txt for details xFedEx FIXED FRP_Generator now allows signature release contract to be saved into the FRP when Signature Release is checked Build 274 eg EC Bee FIXED Several small fixes related to Terminal Server in TSPrinterInstaller and TSPrintingPreferences NEW RightFAX bridge support now in the internet fax module Administrator FIXED Track aliases can now begin with punctuation characters Build 263 430 Technical Reference ee Genera Lee FIXED Client only install on Win9x Win2k connect ini should be resolved FIXED Long multi part names like Abbas Masood Liaqat Ali Shehab would be scrambled by OmniRush name parsing logic ENHANCED Deleting users now mangles the user name so that the user can be reimported with
69. Capacity This is the ability of a system to support a number of jobs every day or week for months and years on end It is typical for systems to require some periodic maintenance in a situation where the overall job throughput is large Email Merge Throughput Tuning Generally Email throughput is usually subject to two potential bottlenecks 1 Message size 2 Available internet bandwidth The message size issue is simple How large is each message Is it 1kb or 2kb of text or html or is it 100kb or more of html and or attached files PDF s and what have you Small messages under 10kb can be pushed out very quickly Larger messages will consume bandwidth on the internet connection and will cause the internet connection to become a bottleneck For example 5000 email messages each with a 750 kb attachment is 3 7 gigabytes of data which will take some days to send over a full T1 circuit You have direct control over message size Some techniques to control message size are e Usea good HTML tool that creates clean minimal HTML unlike Microsoft Office 384 Technical Reference e Optimize merge documents to create small PDF files use line art instead of color photos etc e Move file attachments to a file server and include a link to the file in the HTML instead of attaching the file Available internet bandwidth is a more subtle issue For example the site may have a full T1 to the internet but it is already running at
70. Check or uncheck the Rights check boxes 2 Grant Revoke rights for User Group OF x User or Group to assign rights to Object to assign rights for Cascade V E Users El Root S i Tracks ES D H Users Cl Documents Eh General ml Shared m UPS E Samples i 2 Fitm Production Dutt as Dir Set rights directly for user or group Set rights by modifying group memberships wf OK 25 Cancel 25 OmniRush Administration amp User Manual e Users must have Read rights to a folder to see that the folder exists and to schedule documents from the folder e The Update right allows users to edit and rename files e The Insert right allows users to add documents to the folder e The Delete right allows users to remove documents from the folder CRM Integration Integration with Customer Relationship Management CRM systems is built in to OmniRush There are two sides to the CRM integration picture Server Side Integration SSI SSI is implemented in the form of a database connector module This allows CRM users to trigger OmniRush jobs inside the CRM system Client Side Integration CSI CSI is implemented in one or more client utilities that are installed on user PC s These utilities which are optional allow users to manage received faxes do print to fax and other functions OmniRush CSI utilities integrate with the CRM software that runs on the user PC The current CSI utilities are e Viewer Manages receiv
71. Dp EE 16 System Components 07vbekeuerd VEER ENEE ates bee cuelae SNCT 16 ee EECH 16 Server MOdUES irna ieri a edad we telesales adda eae 17 Use rs amp Groups iiinn eee adenine aiden Lee deeded 18 TACKS TEE 18 Merge Document saene ddun e delice NE E N 21 Document Management 22 ES le Le le RE 26 Understanding Shipping EE 26 Understanding Emails Aessen feed genee Eege ege lean ee 33 Direct Inward Dial DID resena ion dake ean aie aeons 37 OmniRush Server Clustering ceeceesceeeeeeeceeeeeeeaeeeeeeeeeeeeceaeeeeaaeseeneeseaeeesaeeeeaaesseneessaees 37 How OmniPush is Licensed sisii aeaniee aae aa aa iaaa Aaa reaa at a Ea aa Eaa 38 How OmniRush Compares to FaxRuSh vi 39 Components ain aici tant te tar ato daa tia ain eh it ae ens 44 server Modules icac iianc acd ee ann athe hed ainsi iterated anti 44 CRM Integrationix iene EE 44 Be eu Eug re ue WEE 51 FAXING EEN 51 Fax Bridge Internet Fax AANEREN 52 SHIPPING ET 53 E elle 54 EB cov eet bitten bate fe Soe atau ease A Tana Neva aan vate bets teatime fee veto eta ee Let 55 EMS each ees bodes filedgte a ee tae state ee eetateet hited Late wate betes 56 Client ApplicatiOns eet eien eso ege nied eanta ied adesina heed ava ie geee ingen ies 57 el ui TE re 57 Print to Fax and Email 58 Fax WIEN soca pan hati epee cae vaca Eer esa vate ho a fate dap ace Argent hades ai eaa ect aai aaae naaa a 59 Uther Bn EE 59 Ee UE Le Lu EE 60 Installation Walk TWOU siena
72. Fomattng 188 Postal Bar Code 210 SalesLogix Merge Codes 187 195 Types of Merge Codes snnsnseeenen 182 User Information merge codes 184 VBA Automation oeeoaannnennneeaa 271 272 Merge Document 162 Microsoft Exchange Server Same PC as BaT E E DAE PETEN TEET 406 Windows Versions Supported 407 Microsoft CRM MSCRM v1 x Database Connector Seitings 95 103 Installing the OmniRush UI 96 Operating Environment 94 Overview OmniRush with Microsoft CRM a erer raana aneia inata aada 48 MSCRM vis 94 Microsoft CRM seeren 94 Microsoft SQL Server 465 OmniRush Administration amp User Manual Configuring OmniRush Database CONNECHOM niie asr a 334 Microsoft Word Registry Settings eeee 169 369 Tips amp Tricks c cseeeeeeeeeeeeeeeees 169 369 Microsoft Word 169 Microsoft Word 369 Minimum Required Hardware Memory Heourements 346 Minimum Required Hardware 5 64 Module Create Fax Module n se 104 Creating Modules in Administrator 81 Database Connector Extended Settings cseeeseeeees 85 General Geitige eee 84 GoldMine ce eceecseceeeesteeeeeeteeeeeeaes 88 Override Codes and Special Options ee eege eege 274 SaleSLOgix w h 91 SalesLogix V6 s es 92 Database Connechor 83 E Mail is 08 neti ee 120 Fax Hardware Custom Fax Bridging eeseeseeeeeen 314 Fax Hardware 17 Start ANd Stop cccceeeeeeeee
73. GP User gt IS Documents Inbound Shared IP Documents Inbound Private lt Current User gt For example if user MASTER scheduled an activity with the following document specified in the reference line GP Cover Pages widg lit rtf The server will interpret the path as 413 OmniRush Administration amp User Manual Documents General Private Master Cover Pages widg lit rtf Shortcuts are destined for use in activities scheduled through a host contact manager and cannot be used in client applications such as Administrator 4 About file names and extensions The maximum file name length including extension is 40 characters so the maximum effective length is 36 characters The following file extensions are specific to OmniRush Extension Comment ZPK Z Firm Package This extension replaces the FRP extension used in FaxRush 4 FRP is still recognized for backward compatibility ZPK files may contain lists of documents or in some cases shipping templates use the ZPK extension Document list ZPKs are not imported into ODMS but the documents they list are ZID Z Firm ID A file name with this extension specified an object in ODMS by it s internal identifier ID Users don t normally interact with IDs and rather reference objects by name and path ZID files are mostly used to link job documents which don t have a meaningful name to a completed activity record or linked document in the Conta
74. Hardware Device Manager check that the Brooktrout board is listed and does not have a mark on it The mark indicates that the driver is not installed or that there is a low level hardware problem of some kind 2 Check for the lt windir gt bfax directory e g c windows bfax It should exist and should have at least 6 files in it including faxinit exe btcall cfg and one or more PEX files 3 When you run faxinit from a command line the ports are properly detected If all the above are true then the environment is complete and should operate correctly If any of the items 1 3 above are not in gear here are the resolution steps Issue 1 Brooktrout Driver is not present in Device Manager e In Device Manager select Detect Hardware The board should be found and you can then install the driver as described in the driver installation document Device is present in Device Manager but has a question mark on it e Open the device in Device Manager select Reinstall or Update Driver Navigate to C Program Files Z Firm LLC OmniRush Utilities Brooktrout_PnP_Driver and select bfax inf as the driver Issue 2 The bfax directory is missing or only has one or two files in it e Navigate to C Program Files Z Firm LLC OmniRush Utilities Brooktrout_PnP_Driver and run the Brooktrout_Support_Kit exe Issue 3 When you run faxinit from a command line there is an error or the ports are not listed e This could mean a hard
75. Identification Marks This software will automatically gather identification information from the PC it is installed on Information is gathered to identify the PC not to gather personal or private information By accepting this agreement you give Z Firm LLC permission to gather this information transmit it to Z Firm and store it at Z Firm Z Firm will not share this information with any third party EXCEPT when a violation of this license is being investigated 1 3 Internet Connection Required This software requires a connection to the internet in order to maintain its license and in order to operate While many features of this software are internet related and require an internet connection to operate the core OmniRush engine requires a connection in order to run even if no internet related features are used 1 4 Section 1 applies to all licenses whether paid or free of charge including demonstration versions 2 GRANT OF LICENSE Z Firm LLC grants to Customer and by downloading installing copying or otherwise using the Software Customer accepts a non exclusive non transferable license to use the Software and the Documentation on the terms described in this Agreement 2 1 OmniRush Primary Server Customer will be granted i OmniRush Server to run ona single PC unless explicitly stated otherwise in the Z Firm invoice to the Customer 2 2 OmniRush Server Modules Customer will be granted the features according to the module pur
76. If no match for this customer ID in the Recipient table create the appropriate Recipient record e Create a Job record for this Recipient record f Set the Job record fields to DESCRIPTION server share dir outfax reports lt filename gt rtf FCC CATEGORY OmniRush STARTDATE today s date time of 1 00 AM or a future date if you want the fax to be sent in the future g lterate through each of the RTF files following steps CF h Done Ose sure to name files appropriately If files are generated programmatically be sure to use the F prefix Microsoft SQL Server and Oracle Users Next Review the Example SQL Scripts Pass Through SQL Users Next Review the Pass Through SQL OmniRush Open Database Connector Stored Procedures specification Please see the example code directory on the OmniRush Server for specs and examples On a default installation of OmniRush the sample SQL code is in this directory C Program Files Z Firm LLC OmniRush Examples Sample Code Open Database Connector Stored Procedure Based SQL Stored Procedures Please review the introduction to OmniRush Stored Procedures and create the OmniRush example database before working with this section Example scripts are in the Examples Sample Code Open Database Connector directory on the OmniRush Server PC Additional documentation on the sprocs can be found in the Open_StoredProcs rtf in the same directory To test proper execution of ei
77. In the Edit List dialog add your Category Codes 5 Edit List To Do Category Codes Edit Delete GoldMine In GoldMine log in as a Master user and select File Configure GoldMine Users Settings and add users that will be associated to OmniRush tracks Note that this does not affect your GoldMine license GoldMine is licensed based on the number of users logged in not on the number configured It is adviseable for these entries to be grouped at the bottom or the top of the list This can be done by pre pending either a sign or an underscore _ to the name The will force entries to the top of the list the _ will push entries to the bottom of the list Note that entries may be a maximum of seven characters long 67 OmniRush Administration amp User Manual Users Master rie O xi Usemame User s Full Name Master Logged rt Properties ANDY Andy Newsman EE JILL Jill Colvin JODY Jody Barnes MASTER Supervisor SAM Sam Smith STAFF Staff OmniRush Email _FAXBT OmniRush Brooktrout Fax _FAXIN OmniRush Internet Fax _FDXSEA OmniRush FedEx Seattle _FDXSR OmniRush FedEx Santa Rosa _LASSEA OmniRush Seattle Laser _LASSR OmniRush Santa Rosa Laser _UPSSEA OmniRush UPS Seattle _UPSSR OmniRush Santa Rosa UPS _VOICE OmniRush Yoice Brooktrout Hardware Installed Before running the OmniRush installer make sure that your Brooktrout
78. JobID is the OmniRush internal JobID This will always be unique by job Likewise ModulelD amp TrackID refer to OmniRush internal IDs ContactID references the source database contactid e Activity ContactID on SalesLogix e Contact1 Accountno on GoldMine e OR_Contacts ContactID on open SQL ActivityID references the source database ActivityID Blank when using the Universal Client as there is no associated Activity record e Activity ActivityID on SalesLogix e Cal Recid on GoldMine e OR_Jobs JobID on open SQL Users amp Groups User Creation amp Management In most cases users do not need to be directly created In CRM and database implementations users are created automatically in OmniRush from the CRM SQL database 142 Administrator s Guide OmniRush 28 Tracks 7 ES Administrators ADMIN EI Everyone GUEST MASTER RAFAEL H E Deleted users Documents a Server Modules E Users are listed under their primary group in the Administrator tree Groups and users can be added from the local menu in the Users branch of the tree Open a user to modify user attributes such as e Name Email Phone Private path Private import folder Private cover page etc Mos user information fields can be merged using Job Detail Merge Codes white users are automatically created they are not updated in OmniRush after initial creation If the user full name is changed in the CRM SQL system the old
79. Jones lt RecipientName gt RecipientCompany gt CDATA Tracker Network lt RecipientCompany gt 317 OmniRush lt Sende lt Sende lt Sende lt Send Administration amp User Manual rName gt CDATA Tom Smith lt SenderName gt rFax gt lt SenderFax gt rPhone gt lt SenderPhone gt lt FaxingRes gt 0 lt FaxingRes gt lt TrackName gt FAXRUSH lt TrackName gt lt WaitForSendCon lt Confi lt Send gt rCompany gt CDATA Z Firm LLC lt SenderCompany gt firmation gt yes lt WaitForSendConfirmation gt rmationTimeout gt 600 lt ConfirmationTimeout gt If WaitForSendConfirmation yes then your application is responsible for creating a MJxxxxx rlt result file that must contain an error or Success code and an error or success description xml SendConfirmation Template generated by your application if OmniRush module is configured to wait for confirmation XML Data Field Description Result Result of the job Acceptable values success Hi or fail If result is success job become completed If the result is fail the fax module will resend the job in NN minutes for a total of XX attempts maximum according to the retry settings on the fax module see the fax module general settings for these options ErrorMes sage Not used on success describes reason of failure on fail Z Firm recomme
80. Multi row merging Merge multiple queries stored procedures into a single document Dynamically link to graphics based on database fields e g signature graphics photos product graphics etc Dynamically merge multiple documents into one based on database fields using SSI Merge database fields into HTML links and tags for dynamic REMOVE links and more SEO ONE O Ne 8 9 HTML merge documents are useful only for OmniRush email messages OmniRush can put the merged HTML into the email body or attach the merged html as a file attachment on the email PDF Support OmniRush has an optional PDF module which enables several features depending on which Rush is in use 1 FaxRush Use PDF files in the FaxRush fax library FaxRush automatically converts the PDF format for faxing 2 FaxRush Save received faxes as PDF 3 FaxRush Email received faxes as PDF attachments 4 EmailRush Merge Word documents convert to PDF then email the PDF as an email attached file 5 EmailRush Print to email is sent as PDF using the Universal Client without the PDF module they are sent as TIF 6 ShipRush Server Shipping label conversion to PDF Document Management Document Management OmniRush has an advanced document management system ODMS OmniRush Document Management System Before we describe the system further it is important to note that use of the OmniRush document management system is optional 22 Administrator s Guide
81. NOTIFICATIONTEXT gt Dear FirstName Acme Roofing has sent you a shipment Please use the following url to track your shipment TrackingURL lt NOTIFICATIONTEXT gt lt fr5VirtualTrack gt Commerce Jobs Commerce Jobs Jobs are submitted by creating records that are to the Commerce Track and that have the job parameters on the reference line of the job GoldMine users can also store the credit card information on an Other Contact record Commerce Track notifications are configured in Track settings An example reference line CO P CX 0202 C 15 95 C 1234123412341234 This example runs a charge of 15 95 to the credit card 12341 23412341234 that expires on Feb 2002 243 OmniRush Administration amp User Manual Explanation of elements CO Operation to perform Options are Purchase the usual way to charge Force Return Void Authorize Settle aAr lt cnDnV This must be upper case Credit card number Must not contain spaces hyphens or any other symbols Numeric only Card expiration mmyy E g 0202 OIOI O 2 X lt Amount in US Approval number required if doing a Force This tag is required on Return and Void transactions When processing a Return or Void this would be set to match the original purchase approval number so that the Void Return can be applied to the correct transaction PONO Purchase order or order number Stored in the Z Firm DBEngine T
82. OmniRush and job status can be queried The best way to get started with the ActiveX is to experiment with the sample applications that come with OmniRush There three Visual Basic applications and one Delphi application The sample applications are installed on the OmniRush Server in the Examples Sample Code ActivexX directory Additionally a PDF reference for the ActiveX is installed into Examples Sample Code Activex ActiveX Reference ActiveX Reference d ActiveX has been deprecated and is no longer supported by Z Firm Developers should use the Open SQL method to drive OmniRush This is an html version of the PDF file that is installed to the Examples Sample Code ActiveX on all OmniRush Server installations OmniRush ActiveX Application Programming Interface revision 5 0 194 2001 Z Firm LLC ALL RIGHTS RESERVED Note Please see the Example Code directory of the OmniRush server for sample apps in Visual Basic Delphi etc and for up to date documentation This document may only be used to integrate with OmniRush It is prohibited to use this document for any other purpose 294 Developer s Guide QuickLinks Introduction Compatibility Getting started Samples A simple tutorial Component class reference Properties common to all 3 ActiveX controls frTreeView properties frTreeViewEdit properties frapi properties frapi methods in alphabetical order 295 OmniRush Administration amp User Manual
83. OmniRush Knowledge Base at www zfirm com PONS NO Installation Quick Start Guide For the most reliable satisfaction install OmniRush Server to a clean installation of Windows NT 2000 Pre Flight Check before running the OmniRush installer 1 Check that required components are present 60 Administrator s Guide OmniRush Server Setup e System hardware meets the minimum System Requirements e Check the Software Coexistence chart e TCPIP Networking required e Internet connectivity test that Internet Explorer can browse the internet required e Microsoft Word 2000 Word XP or Word 2003 installed and operational required for fax merge print merge and email merge to pdf e CRM Client installed amp operational required for ACT GoldMine amp SalesLogix installations e SQL Database Client installed amp operational required for MS CRM amp SQL based installations e Brooktrout card physically installed but NO drivers optional for hardware faxing e Printers installed for merge printing and shipping label printer At least one printer must be installed e Account numbers handy for shipping carriers internet fax etc 2 Gather required information 1 CRM administrative login ID and password 2 SQL Server login id and password 2 Install OmniRush Server 1 Set configuration options during installation 2 Reboot OmniRush Server the installer will prompt you After system reboots instal
84. PC hard drive to preclude network problems from affecting operation Create one or more Virtual Tracks by pressing Edit Virtual Tracks Here is the Virtual Track Editor 241 OmniRush Administration amp User Manual LI HS Es Add E Clone E Delete Ey Import from CSW D I Zut General Printer Notification Virtual track name Shipper account FO Shipping key ee Company WOOF COMPANY Contact name oOo O OE Phone CT Address 2255 challengerway Address2 City santarosa State ca ZIP code eu Country lus zs lt S Save Help H Close amp Cancel n If using Virtual Tracks to set the printer be sure to run Administrator on the OmniRush Server Virtual Track names can be one to ten characters long alpha numeric no spaces or punctuation A maximum length of five characters is recommended Now run some test shipments The default override code is VTR Some example jobs using the Virtual Tracks shown above UPS_G ZPK VTR PR1 UPS_G ZPK VTR TT Onote If a job is submitted for a nonexistent Virtual Track the job will fail Shipping key is specific to DHL shipping and can usually be left blank If necessary it can be copied from the main track Importing Virtual Tracks from a CSV File If hundreds of Virtual Tracks are needed OmniRush can import from a CSV text file and create the xml information files The format of this file must be lt Virt Track ID gt
85. RAO RAS RCO RHA RHC Formatting Codes Quick Links Formatting Phone Numbers Formatting Date amp Time fields Formatting Phone Numbers 188 User s Guide Database systems vary in how phone numbers are stored Some systems GoldMine is one store fully formatted phone numbers in the database so phone numbers will automatically be formatted properly Most SQL databases and systems like SalesLogix just store the numeric digits in the database so special steps are required to merge a good looking phone number on merge forms OmniRush offers phone number formatting macros to control how phone and fax numbers look in the merged document This system works with all host platforms GoldMine SalesLogix and the OmniRush Open SQL Connector Syntax amp SetPhoneFormat MASK Adds a new mask to the OmniRush phone number formatter MASK is a special kind of character mask that uses the character as a digit placeholder Note that OmniRush phone number formatter will not trim space characters between parenthesize and MASK see the examples below amp ClearPhoneFormat Clears all current phone format masks The trailing UI is required amp SetPhoneFormat Creates a 10 digit phone number format mask Data in a merged database field that is ten numeric digits will be cast to USA formatting Input data 1234567890 Merged field 123 456 7890 amp SetPhoneFormat HH HHH Creates and adds
86. Ree EL EE 267 vi Table Of Contents lite ele 267 VBA Document PDrocessimg seriinin ienaa ian eaa aeae aeaa Eaten a aaa T aae Kaa aT eaa AA 267 ipine aTa ETE LTE 267 VBA Getting Started occisi earen pinunta detan adasia anaana ipaa iaai Teni enkes i napadena aaa 268 VBA Example Code E 271 VBA ee 272 Integrating via CM ietske aangaan aa aaa aaa eaaa aea na aai ea i aeaa p ai 272 Producto ass a E a AAA A a R EE E RA 272 The Activity RECO rerasan aoe a aa e AA ccc Love ee ER EE EEA E ER A 273 List of Overrides and Special Options ssesseessisesrnestnssrnssinssinssrrssinsstnsstnnstnssnnnsnnnnnnnnnnn ne 274 E ee E 280 Driving OmniRush from Sales Processes ccccccceceeeseeceeeeeeeeeeeaeeeeeeeseeeeseaeeneeeeeeetess 280 Driving OmniRush Programmatically from Gales ogix nern nesn nsr nens 281 E ele 284 Driving OmniRush Programatically from GoldMine sssesseesseeeseeeseeesreesenssreernnernnssnnsrnens 284 Driving OmniRush from GoldMine Automated Processes A 288 Using Expressions in Automated Drocesees 289 Integrating via OmniRush ActiveX 0 ce ceeceeeeeeeeeee cee eeeeaeeeeaee cease ceaeeesaaeseeaeeseaeeesaeeesaaeseeeeeeeas 294 dire 294 Ee 294 elle 294 OmniRush ActiveX Application Programming Interface 294 INTOGUCTION EE 296 Elle te e EE 296 Getting Started svi c c vaeleies Oss ela raion aye lan Ste eee 296 le EE 296 A Simple tutorials eege fie ig SEA ee Jaa eed 297 Component class reierence eese tetr rett netr ne
87. Server PC can map a drive to the RightFAX server this confirms network connectivity and host name resolution capability 4 Check that from the OmniRush Server you can ping the RightFAX Server by machine name E g ping lt RightFAX server name gt 5 Create the module in the OmniRush Administrator 6 Enter the RightFAX server name or IP address and a RightFax username amp password 7 Configure a track to submit fax jobs to RightFax 8 Fax Advanced Configuration Dialing OmniRush will use its dialing logic to compute the fax number that is submitted to RightFax All North America calls will be submitted as 1 10 digits Be sure to configure RightFax to properly handle these numbers A RightFax Technote discusses how to configure RightFax dialing rules Search the knowledge base at www captaris com for Answer ID 1469 legacy ID 9709157199 which may still be available at this url Follow the steps shown to add a rule that applies to 1 numbers and strips the first digit in these cases FacSys Applies to OmniRush v5 5 and higher The The OmniRush Bridge to FacSys allows OmniRush to do all its powerful database integration and then use an existing FacSys server to actually send the fax True fax status is tracked in the CRM or database 119 OmniRush Administration amp User Manual Requirements FacSys v4 6 or v4 7 TCPIP communication between the OmniRush Server and the FacSys PC If the FacSys MS Word integration
88. Settings are Delay between polls Controls how often the database is polled for new jobs Defaults to 4 seconds If there are more than five tracks defined or database impact needs to be minimized consider setting this to 20 or 30 seconds Scan host DB for aborts This setting defaults to True and allows OmniRush to scan the host database for changed or deleted records that should trigger OmniRush to abort jobs in progress This is option is high overhead and should be turned off whenever performance is being optimized Delete old file if there is a collision This setting defaults to False This setting is for sites that use primarily or exclusively External Files This option allows OmniRush to always pull in external files and overwrite internal files that they colide with DB Owner This is a required field for GoldMine MS SQL databases Set appropriately On GoldMine do is usually correct Leave this setting blank on SalesLogix systems SalesLogix Related Settings Quote Char In most cases this can be left at default However if the SQL Server Quoted Identifier setting is On then this setting must be set to Single History Record Type This sets the Record Type for the history record created by OmniRush GoldMine Related Settings Host Alias Override for Tracks This is primarily for setting up OmniRush to support multiple GoldMine databases that share a single CAL table See the discussion for details Database Connec
89. The Notes block set here will merge into the amp Notes merge code of merge documents For demonstration purposes try the nacro merge codes rtf sample document to get started These messages can have merge codes in them as follows CCNUMBER Credit card number in XXXXXXXXXXXX1234 format AMOUNT Transaction amount COMPANY Company name same as amp Company FIRSTNAME CC holder contact first name LASTNAME CC holder contact last name JOBNOTES Notes from the database record or Universal Client Notes entry TODAY Today s date in MM DD YYYY format YNOW Current time in HH MM ampm format APRVCODE The approval code that comes back from the merchant processor USERNOTES FULLNOTES Sample block Dear SFIRSTNAME Your credit card SCCNUMBER has been charged for SAMOUNTS Today is TODAY NOW Approve code is SAPRVCODE Advanced Track Options Crystal Reports This setting controls how RPT files should be handled when submitted to the track 140 Administrator s Guide For fax tracks it should always be RTF For email tracks it can be PDF or html The Database settings allow setting the database login information Remember that the ODBC DSN that is used to create the RPT file must exist on the OmniRush Server as a System DSN This setting is typically only needed to set the username and password to log in to the database server Save Documents
90. Update all statistics DUMP e Enterprise All of d plus regular 2 or 4 or more times during the working day DUMP s of the log so that data can be restored from prior night s backup all the way up to the latest log dump Impact on OmniRush Using MS SQL v7 and higher options a and b can be done without cycling SQL Server or going to single user mode As a result they can be done without impacting OmniRush at all Options that take SQL to single user mode or that cycle the SQL Server service or the PC itself require that the OmniRush Database Connector Module be shut down first and then reactivated after SQL is back up NT Services Errata amp Discussions Drive Letters and Services NT Services cannot access network resources using drive letters Drives local to the service e g on the same PC can be accessed via drive letters but remote resources cannot referenced by drive letters under any circumstances Even if a persistent connection to a drive letter or a login script is in use the drive letter cannot be used by an NT service on either NT4 or Windows2000 This is a Windows limitation that applies to all software on Windows Why does this matter Existing FaxRush v4 sites may have any of the following e FRP files that reference files with a full path including drive letter e Automated processes that reference files with a full path including drive letter e Toolbars or custom code that s
91. a GoldMine Filter Group or Tagged Record List TRL 225 OmniRush Administration amp User Manual The steps below show how to do this in GoldMine to GoldMine Primary Contacts If you need to schedule to GoldMine Mail Merge Codes GoldMine Other Contacts or Other Primary Contacts use the OmniRush MCSCHED EXE utility The steps to do this are as follows 1 Create your Filter or Group in GoldMine refer to the GoldMine documentation and help file for steps to do this In GoldMine Schedule an Other Action and populate the Reference Notes and Primary User fields appropriately as shown here Go to the Group Schedule tab and select the group or filter to schedule to Select the Group Schedule options To process the entire job immediately uncheck Span across multiple days To send out the job over a number of days select the appropriate options To schedule to a tagged group of records the steps are 1 2 Tag the records in GoldMine In GoldMine Schedule an Other Action and populate the Reference Notes and Primary User fields appropriately as shown here Go to the Group Schedule tab and select the Active Contact Filter Scheduling Jobs in SalesLogix Scheduling from SalesLogix Introduction With SalesLogix OmniRush uses a virtual secretary model in which you tag scheduled To Do actions to SalesLogix contacts The Category code on these actions tags the job as an OmniRush job and tells Omn
92. a limited period as part of the OmniRush purchase You may need to request access from Z Firm sales Z Firm Technical Support Paid support incidents are available from Z Firm technical support staff Troubleshooting Steps Troubleshooting OmniRush is a linear progression of steps to verify that the components are operating properly 1 Does Administrator launch on the OmniRush Server 2 Are all the OmniRush Modules running If both of these are yes then the core OmniRush system is running and problems are probably configuration related If the OmniRush Administrator cannot log in to the Z Firm DBEngine then the DBEngine may be down or problematic If the Administrator can log in check that all the modules are running Often the problem is simply that a module needs to be started or that a module cannot start due to a configuration or licensing issue Troubleshooting Brooktrout Cards First is it Hardware or Software The Brooktrout card and the Brooktrout driver are considered hardware OmniRush is the Software component Check that e Brooktrout Driver is installed Check the Windows Device Manager If the PnP driver is in use the Brooktrout board should be listed and should not have a question mark on it e Try going to a command prompt and running faxinit manually The steps are e Open a command prompt e Switch to the lt windir gt bfax directory e g c windows bfax e type faxinit n lt enter gt e You shou
93. an Other Action In SalesLogix it could look like this 231 OmniRush Administration amp User Manual Schedule To Do UGN ZPK WGT 5 V4L 1000 A4 Sample Widget Kit In Microsoft CRM v1 x it could look like this 232 User s Guide e ScheduleOmnaRushab Microsoft Internet Explorer AR a Gime Szul Ly 2 Fien Lo Recipient f Suds b s template pzround zs zpk wgti2s Eor ple widget i add we cht Ins cance Sch Arcert SCI Coleg Any H K Go A o En Bleue us si a Ship Gaziel Slalus haw iFa S Luet ite O ec FaR AATE lense O IT emeng From an Open SQL System creating a shipment looks like this exec zfCreateJob 12 C1 ground_box zpk WGT 23 VAL 200 sample widget ADMIN UPS This creates a record in the OR_Jobs table that will trigger a UPS shipment The stored procedure zfCreateJob is part of the sample Microsoft SQL database and it simply creates a record in OR_Jobs with these values OR_Jobs Value from the example Explanation column JobID 12 In the simple example database the OR_Jobs JobID is not a unique counter or value so it is the responsibility of the programmer to insert a unique ID to the job recipient contact in the OR_Contacts table Reference ground_box zpk WGT 23 This is the shipping template VAL 200 sample widget with flags to set the the shipment weight declared
94. an error sometimes Event Log Full By default OmniRush turns off NT event logging for print jobs However if this is turned back on the log will fill sooner or later There are two approaches to resolution a Set the NT print server to stop logging information events b Set the Event Viewer to overwrite old events as new ones are added To stop logging NT print events a Open the printers folder b Right click but with NO PRINTER SELECTED c Select Server Properties d Go to the Advanced tab e Uncheck Log Spooler Information Events To have the NT Event logger overwrite events as needed a Open the NT Event Viewer b Select Log Log Settings c Select Overwrite events as needed Troubleshooting Database Connectors Troubleshooting SQL Connectors incl SalesLogix amp GoldMine Problem OmniRush is running but does not see the job record in the database Possible Causes 1 Hit the refresh key in your database client e g F5 and see if the job has failed and has been scheduled back to you If the job has gone to lt Track gt then the job has been imported by OmniRush and is in progress 2 Check that OmniRush is set to the correct database alias and that this alias points to the correct database 3 Check that there are active Tracks in OmniRush 396 Technical Reference 4 Make sure that OmniRush connects to the database as the object owner of the tables e g sysdba on SalesLogix 5 Check
95. and administration Also review this help file carefully There are several articles on how to examine and correct your system for NT Service operation Software Coexistence OmniRush Server Below are listed some popular software combinations Note that these applications can all coexist on one network the only issue is that certain combinations on a single PC may be problematic Also note that in some cases e g GoldMine Everywhere Server the other software publisher e g FrontRange has specified that their software should run on a dedicated system Running several server applications concurrently on one PC can tax the system hardware and in some cases can conflict The list below is for known combinations 406 Technical Reference Note Z Firm recommends that existing production systems have a restore able image created using a tool like Ghost before installing OmniRush or any other software on production systems OmniRush Server FaxRush v1 x or v4 x No Server or Client ShipRush for FedEx v2 Yes ShipRush for UPS v3 GoldMine Sync Server Yes 4 GoldMine Automated Yes Processes GoldMine Everywhere No Server SalesLogix Sync Server Yes if Sync Server is lightly loaded SalesLogix Web Client No Server SalesLogix for Palm amp WAP No Servers Microsoft CRM server Yes 3 Microsoft SQL Server v6 5 Yes v7 2000 Window
96. as phone for the fax job For example doc rtf fax contactl gt phone2 Notice the leading tilde character This tells GoldMine that what comes next is a dBase expression not plain text Print to Fax Email Client Introduction hrote The OmniRush Universal Client introduced in OmniRush v5 5 has its own help file Access the Universal Client help file via the menu options in the Universal Client The basic purpose of the Universal Client is familiar Open a document in any Windows application and print to the OmniRush Job Scheduler printer The Client will pop up and you then select what to do with the job First you select what CRM contact record the job will be sent to Then decide what transport will be used to send the job by selecting a track to submit to The job can be submitted to a fax track hardware internet or RightFAX or email track That is it OmniRush does the rest and records the results in the CRM system The Client can also be used to print to TIF file to add documents to the OmniRush document library from any Windows application 250 Document j Print to elen deel OmniRush Windows Client application Job Flow User s Guide OmniRush Fax Module OmniRush Internet Fax Module OmniRush Client OmniRush Email Module References CRM Client OmniRush Contact Document Record Store When launched the Client sits as an icon in the system tray It is advi
97. as masters and or for fax receiving and or the job data is used for reporting then e Install your backup software or agent on the OmniRush Server e Use Open File Manager or something similar on the OmniRush Server e Set the backup software to backup open files 372 Technical Reference e Backup up the following directories with all subdirectories e lt OmniRush Root Directory gt DATA Documents e c temp or_backup e Confirm that the OmniRush auto backup is running properly When OmniRush or any application is used in a mission critical use test restorations and test recoveries should be performed at least quarterly OmniRush Database Maintenance Generally the OmniRush database requires zero maintenance except for backups If there is concern that the ZF DBEngine database may have become corrupt due to power interruption hardware failure or other problem the FR5Maintain exe utility can be used This interactive tool has options to Backup Reindex Check Fix Defragment Be sure to backup the entire OmniRush system including the database before performing a fix or defragment Watching Free Disk Space OmniRush will consume disk space with data so it is important to monitor available disk space on the OmniRush Server Disk space consumption is minimal if master documents are external and OmniRush is not set to keep the merged documents If tracks are configured to keep job documents Track Extended
98. available for this automation e The SalesMagic toolbar system is an excellent button bar and automation system to drive OmniRush e The AIM Toolbar system is a programmable toolbar system that can be used with GoldMine e The SalesLogix Architect and VBA mechanism is an excellent tool in the SalesLogix environment Referencing Job Documents An OmniRush job that references a document can refer to the document s in the following ways e Specify an external e g file system document For example mainserver cdrive documents sales literature widget brochure rtf e Alternately an OmniRush internal document can be referenced For example sales literature widget brochure rtf e Or lastly the document can be simply named and OmniRush will use its settings to decide where to look for the file For example widget brochure rtf If the Database Connector is set for External Master Jobs with a leading are looked for only in ODMS internal Jobs with just a file name are looked for in the default document import folder outfax If the Database Connector is set for Internal Master e Jobs with a leading are looked for only in ODMS internal 222 User s Guide e Jobs with just a file name are looked for first in the ODMS default folder and then in the external default documuent import folder Multiple files can be on the reference line separated with a space comma or semicolon Using Override Codes
99. be faxed Internet fax configurations using Easylink can set the sending station ID CSID in this area Gi Click the area for more information 130 Administrator s Guide hardware fax ing s Z Firm OmniRush BINT o Zr yl d t page Ze of Zp Next Send fax test jobs Configuring Print Tracks The only setting for print tracks is what printer to print on This tab shows all the printers in the Printers folder of the OmniRush Server 131 OmniRush Administration amp User Manual Default Print ie x V Enabled V Persistent Archived Basic Settings Extended Settings Print Settings information OmniRush Servers E amp ZF WIN2K DEV2 Azfirm_411 hp3p OmniRush Server OmniRush Rasterizer OmniRush Job Scheduler G Print to A Help f OK 2S Cancel H Close never set a track to print to one of the OmniRush printers e g OmniRush Server or Rasterizer gt If printing to a network printer and running OmniRush as an NT Service it is strongly advised to use IP Printing Configuring FedEx Shipping Tracks There are several areas of configuration for FedEx shipping These are divided into Required and Optional configuration settings EE that OmniRush shipping is not supported by Z Firm support running in NT Service mode FedEx Required Settings Setup Procedure Follow these steps to create a FedEx shipping track Initially do not set any
100. be specific to your event On the Action Properties set along the lines of the following 288 Developer s Guide Schedule Action Then on Activity Details set to taste Below is an example Schedule an Othe Action Fixi Schedule Wies Zeie scare ee Pec Gow Std Primary Uter See Contact H E Fa RUSH os Time Date TEIE g oe E Duaon fo Ela z i r ell Using Expressions in Automated Processes 289 OmniRush Administration amp User Manual AP opens many powerful doors for OmniRush Among these is the ability to use expressions to build the OmniRush job dynamically from the GoldMine data Using AP you can dynamically control the fax number a fax is sent to override the files being sent even alias the fax as being from a rep other than the record owner or AP user A popular impmentation of this method is found in SalesMagic by Sales Automation Technology 916 489 1600 The technique described here is often used by GoldMine VARs to create an AP track that will fax lead sheets to dealers The flow looks like this 1 Telemarketer enters a new record into GoldMine or updates an existing record to PROSPECT 2 GoldMine s LOOKUP INI looks at the STATE field and populates contact1 gt key1 with the GoldMine userid of the sales rep for that state and the contact2 urepfax field with the fax number of that rep 3 GoldMine Automated Processes schedule the lead sheet t
101. by Email option allows the fax to be sent out as an email attachment The contact manager is used as an email address book but the email address can be overridden The Viewer can either create the outbound email using your MAPI email client such as Microsoft Outlook Outlook Express or using its built in email client which sends the message using your SMTP server If you have the OmniRush PDF module you can attach the fax as a PDF or TIF file attachment Without the OmniRush PDF module the fax can be attached as a TIF attachment Viewer Preferences General Settings Fax Descriptions allows either an MRU Most Recently Used type setting or a fixed list of descriptions to appear on the drop down list of the descriptions If using a predefined list of descriptions this screen allows you to manage the list Printing 259 OmniRush Administration amp User Manual The optimum setting is Compatible with Print Job Size Reduction checked both of these the default Experiment with other print settings only if there are problems Linked Faxes Storage This allows the Viewer to automatically create and use subfolders of the selected folder as shown Selected folder 2 Firm Administrative Faxes BETA agreements DEC 2002 Month Year JAN 2003 subfolders auto FEB 2003 created by Viewer H H E Rubber Stamps Rubber Stamp management allows text and bitmaps to be defined here Email This area is to set the email c
102. can download a copy from http msdn microsoft com downloads default asp url downloads topic asp url msdn files 028 000 072 topic xml amp frame true If this link is no longer valid just go to www microsoft com and search for download MSXML A simple tutorial For this tutorial we will use Microsoft Visual Basic 6 0 However the steps can be easily transposed to Microsoft Word 2000 VBA or your favorite programming environment if it supports ActiveX controls Create a new project Launch Visual Basic Add OmniRush controls a Select New Project Standard Exe and Open Select Project Components amp Inthe controls tab find frapiOCX Library and check the associated box Press OK Three new controls should appear in your Toolbox named frapi frTreeViewEdit and frTreeView If the controls do not appear or if the line frapiOCX Library does not appear in the list then the OmniRush API probably hasnt been installed correctly and you need to run the OmniRush ActiveX API installer located on your OmniRush CD ROM Use a visual control Select the frTreeViewEdit control in your Toolbox and place it on the form 9 Make sure the new control on the form is selected Then use the properties window to set the following properties values are given as examples Use values appropriate for your OmniRush install ServerName ordb SystemLogin admin SystemPassword secret UserLogin admin UserPasswo
103. cannot support parameter based reporting Stand Alone Report This report has the database connection and database query stored in the report The report is created completely within Crystal and can be previewed in Crystal This kind of report can be dynamic but all the dynamic elements are completely defined within Crystal No information is passed from OmniRush into the report Crystal access all the data sources on its own with its own data access and query tools Note Z Firm technical support cannot support stand alone reporting Some examples Lead Sheet Distribution Using Processes or Workflow in the CRM application field sales reps or dealers are faxed or emailed a list of recent leads every week This is a lead dunning system to continually remind dealers that they are getting leads and to give them all the lead details ona form they can start calling from immediately PDF Forms OmniRush can process the report convert it to a PDF document and email the PDF This is perfect for highly formatted information or forms that the recipient needs to complete and return 164 User s Guide Crystal with OmniRush Merge Codes There are two types of OmniRush Merge Codes Macro based merge codes and Alias based merge codes Both can be used in Crystal reports but each is implemented in a different way OmniRush Macro Merge Codes To insert an OmniRush Macro merge code follow these steps First add the OmniRush macro fiel
104. cl H Use Brooktrout hardware o S ch RN Configure e Use local file system d i Scan results Waittmeout sec eng 2S Cancel H Close e Press the Configure button and you are prompted to set the root directory as shown 3 Open API fax interface local file system EN Using this mode assumes that you have a 3 rd party tools to send and receive faxes OmniRush fax module will only put fax files in TIFF Group3 format with XML style headers to the local file system Fax module will create the following structure at the local file system You can specify several inbound ports up to 99 to get full advantage of forward to user feature B ParentFolder see module settings GO Inbound CO S2f win2k dev2 c temp Wi gt Continue e Set the Parent Folder to a directory on the file system and the number of ports to 1 e Press Continue and you have the final settings screen Cancel 315 OmniRush Administration amp User Manual Fax Bridge Module bk dev2 c winnt faxinvoke exe ol Waittimesut sec OmniRush by 2 Firm 2f win2k dev2 c tempoutb 2zf win2k dev2 c temp inbo e This screen is where you can activate the virtual port for sending receiving or both e Save the port e Create a track and set it to use the OpenAPI You are now ready to send and receive jobs fax jobs Notes If the mo
105. destination e g the actual computer where the recipient mailbox resides Any failures at this step will cause the email to fail At this point it is often discovered that there is no recipient mailbox and this will cause the job to fail and OmniRush will fail the job in the CRM SQL database Now comes the interesting part In some cases the MX server is not the location of the recipient mailbox For example at large ISP s like AOL etc the MX server is actually an intermediate relay system that then forwards the email to computer that hosts the actual mailbox In sucha case the message deliver to MX will succeed and OmniRush will complete the job as a success but downstream the message will fail and bounce No outbound mail system can detect that this email will eventually bounce These cases will lead to OmniRush successful jobs that will ultimately bounce The Bottom Line e OmniRush can only help validate email addresses if it runs in internal integrated SMTP mode e With Validate Recipient Address OFF OmniRush will fail some percentage usually 30 85 of bad email addresses allowing you to report on and manage the bad email addresses e With Validate Recipient Address ON OmniRush will fail a higher percentage but some of those fails may be false e g the message would go through e Z Firm recommends running OmniRush in internal mode This gives you the most benefit and performance Use database queries groups fil
106. done later as the settings in Administrator will be used whenever a new OmniRush module is created dh Services are complex and require Win2000 expertise to manage NT Services especially in a networked environment are complex to manage Do not attempt use of OmniRush as an NT Service unless you have appropriate training and or certification Z Firm does not offer technical support for Windows networking operating system Stopping amp Starting OmniRush from a Batch File OmniRush services can be started and stopped from batch files This can be useful to e Shut down an OmniRush Database Connector module to backup or maintain the database e Shut down all of OmniRush to make a full backup of the OmniRush system e Start or shut down certain modules to control when they do their processing An understanding of NT Service dependencies can be helpful here Note NT Services are complex NT Services can be started and stopped from the command line using the NET STOP or NET START commands For example c gt net stop lt service display name gt or c gt net start lt service display name gt The name of the service can be found by looking in the NT service manager Quotation marks are needed if the name has spaces in it To stop an individual module a single net stop command will work To stop all modules and Launcher each module must be stopped individually and then stop launcher last To stop all modules Launcher a
107. empty string if invalid index specified iContact Index of contact in the internal contact list iIndex Index of the field to read wsValue Value of the field Empty if invalid index specified procedure GetContactFields iContact SYSINT out wsFields WideString Description Returns all fields of specified contact Fields are CR LF separated The format is compatible with the SetContactFields method These two methods can be used together to save load contact information iContact Index of contact in the internal contact list wsFields List of the fields See alse GetContactValue procedure GetContactValue iContact SYSINT iIndex SYSINT out wsValue WideString Description Returns all values of specified contact Values are CR LF separated iContact Index of contact in the internal contact list wsValues List of the values See alse GetContactValue procedure GetDocumentAttributes out wsDocID wsFileName wsOrgFileName WideString out iLastVersion Integer out wsMacro wsOwnerID wsContactID wsCheckout WideString out iCategory iDocType iImportMode Integer out wsDescription WideString out iPageCount Integer out wsRemoteCSID WideString Description Retruns properties of the current document Use FindDocumentInRepository to set current document wsDocID Document ID wsFileName Document filename without path wsOrgFileName Document original filename without path FileName lt gt
108. failed jobs to be schedule back to job owner creator track owner etc now work x x Print to Fax Client 438 FIXI to FIXI FIXI Gl Dt O Ds DE Gl GI KKK FIX FIX now Dis ER II EI GC Print FIXI Gol FIXI FIXI FIXI lis Q P es Mine e foe ay UO ct Di ct FIXI Gl UO oe e sent niversal Client logs into to Fax Technical Reference Attaching multiple external PDF files would cause only one Client may delete external files attached to job Print to job on WindowsXP Print to job on WindowsXP When running in Contact anager mode the Universal Client OmniRush as the current Contact Manager user just as the client does Group listings would show other contacts when used with With GoldMine would pull the incorrect email address RTF HTM files attached to a job are now merged If 8 contacts were selected only 5 would be listed in the the bottom and no scroll bar No way to select other contacts when running with GoldMine x xAdministrator CHANGED The Document Repository Path can now be edited by double clicking on at Build 348 General CHANGED CHANGED systems as CHANGED WwW 5 oO 5 Minimum server hardware requirement increased to P II 400 OmniRush automatic data backup now does not impact slow much OmniRush will now post critical errors to the NT even
109. fax 11 inches 98 dpi Gap 4 Y_DPI 196 if Y_DPI doesn t fit into ranges above and Height gt 1200 5 Y_DPI 196 if Always High option has been selected in the fax track In cases 1 and 2 X_DPI stays untouched in cases 3 and 4 it s set to 196 explicitly Height Destination height depends on source image height and has 2 different branches regular and resize Resize is executed if a low resolution fax must be converted into highres because of track setting Always High Regular Source TIF Action Taken 0 11 2 inches make 11 inches cut if bigger than 11 add white space if smaller than 11 inches 11 3 13 inches make 11 inches by resizing may lead to quality loss 13 1 14 2 inches make 14 inches cut if bigger add white space if smaller 14 3 14 9 inches make 14 inches by resizing 15 100 inches send AS IS gt 100 inches raise exception and fail the job Resize 0 13 inches make 11 inches by resizing 13 1 14 9 inches make 14 inches by resizing 15 100 inches send AS IS gt 100 inches raise exception and fail the job Legal Size Forms When faxing legal size paper handling can be a question OmniRush supports legal size for sending and receiving Make sure that RTF merge forms are set as legal paper in Word 364 Technical Reference See the test documents testlegal rtf testlegal tif and testlegal pdf Send these to yourself to see
110. file in the following format Xml Receive Template generated by your application XML Field Data Description Remote fax ID this can be empty DID DID value this can be empty PageCount Number of pages in the Tiff file required must be non zero integer TiffFileName Full filename of fax image Please make sure that TiffFileName is a unique name within the entire OmniRush document repository You can use any algorithm to generate names but it is recommended to start TiffFileName with a prefix of fax The tif must be a 1 bit per pixel Group3 multipage file Recommended width is 1728 pixels Example Xml Receive lt xml version 1 0 gt lt Receive gt lt RemoteID gt 5887720 lt RemoteID gt lt DID gt lt DID gt lt PageCount gt 1 lt PageCount gt lt TiffFileName gt d temp inbound 1 faxE6644350 tif lt TiffFileName gt lt Receive gt After the OmniRush Fax Module retrieves the received kit the module creates a TheSameFilename rit result file with success code or with error code and error description Xml ReceiveConfirmation Template generated by OmniRush server fax module XML Field Data Description Result Indicates status of the import of the received kit Will be either success or fail ErrorMessage Empty on success On fail will describe the reason for the failure Example xml for ReceiveConfirmation 319 O
111. for Connection String details For Oracle installations complete the fields in Open API Oracle Package is optional depending on how you created the needed Stored Procedures Here is a description of the connection string SQL Oracle Details Connecting to Oracle OmniRush can connect to Oracle two ways Direct OCI Network Connection Benefits No client software or configuration files e g tnsnames ora needed Fast easy setup Disadvantages Does not work if the Oracle server is on the other side of a firewall When configured to use the Direct Network connection give OmniRush an OCI Connection string which will look like this 127 0 0 1 1521 ORCL where 335 OmniRush Administration amp User Manual 127 0 0 1 Oracle server IP address or server name 1521 Oracle server port 1521 by default ORCL Oracle server SID ask the DB administrator orcl by default Oracle Client DLL s installed when the Oracle Client is installed Benefits Can work if the Oracle server is on the other side of a firewall Disadvantages Requires installation of the Oracle Client and proper configuration Check that SQL can log into Oracle before configuring OmniRush When using the Oracle client you enter the Host Name or Connection String which is the name from tnsnames ora Example oracle SQL Microsoft SQL Details OmniRush uses ADO to connect to SQL Server Make sure ADO is installed on the OmniRush PC and test
112. for this mode is higher level and not included in installation agreements service maintenance agreements or initial purchase support Support for converting to service mode is on a time basis and there are no guarantees of success OmniRush Server installs to run in application mode The reason for this default is that running in NT Service mode is complex e NT Services cannot access drive letters they must use UNC e Accessing network shares printers and other network resources requires planning and often some network administration Z Firm research indicates that 25 40 of OmniRush installations require network and environment tuning in order to run as a service To get OmniRush up and running quickly OmniRush installs itself to run in application mode Z Firm requires that all installations initially run in application mode and test out successfully before switching to NT Service mode gt Note Always configure run and test OmniRush in Application mode before switching it to run as a service Steps to Switch to NT Service Operation 1 Stop all OmniRush Modules 2 Stop and exit the OmniRush Launcher via the System Tray icon 3 Remove the OmniRush Launcher icon from the Start Up group or any other place that might auto start the Launcher as an application Open OmniRush Administrator From the computer leaf on the tree select Launcher Settings a g Server Modules Eg List by Module Type Bg List by Server PC pal Lau
113. give it visibility to the source XLS file Note that if you paste static this is not a problem 3 Dynamic Links Require Excel If Dynamic links are used Paste Link then Excel must be installed on the OmniRush Server PC Document Management Document Management Options OmniRush users have three options for the document library Use External Documents What this really means is that the master copies of documents e g the files you edit and change will be on the file system not in ODMS Compatible with FaxRush v4 simply set the Document Import folder to the FaxRush outfax directory or any valid directory local or network Files scheduled without paths will be pulled from the Document Import Folder Files with paths specified will be accessed from that path Note if drive letters are used in the paths please see the technical document on the subject Use Internal Documents This means that the master copies of documents the files you edit and change will be in ODMS External files can be imported automatically or manually into ODMS When files are imported into ODMS the external file is flagged read only by OmniRush to prevent them from being accidentally edited with the resulting confusion that would lead to when the internal unedited document is then sent by OmniRush Documents need to be imported into the ODMS to be scheduled Documents can be imported manually with the Import option in the Administrator or by d
114. gt lt Job gt lt Job gt lt ID gt MJ1LEJQNDM9K5CLI lt ID gt lt Job gt lt Request gt wsJobs Response in XML format Example lt xml version 1 0 gt lt Request gt lt Job gt lt ID gt MJ1ESIF35Z0MCLI lt ID gt lt HostDB gt MS0000000000009 lt HostDB gt lt MainStatus gt Sending lt MainStatus gt lt SupplyStatus gt Standard lt SupplyStatus gt lt FullFaxNum gt 19166424527 lt FullFaxNum gt lt OrgFaxNum gt 916 642 4527 lt OrgFaxNum gt Developer s Guide lt FirstName gt Christopher lt FirstName gt lt MidName gt M lt MidName gt lt LastName gt Peterson lt LastName gt lt Aborted gt F lt Aborted gt lt SendOn gt 7 2 2001 lt SendOn gt lt Notes gt CDATA Here is notes block lt Notes gt lt Job gt lt Request gt iJobCount Actuall number of job statuses in the response procedure FindDocumentInRepository const wsExternalDoc WideString out bFound WordBool Description This method returns True if the document specified in wsExternalDoc exists in the OmniRush internal repository This method should rarely need to be invoked directly It is used by JobCreate and JobCreateEx methods internally Besides if document is found GetDocumentAttributes function might be used to get document attributes properties wsExternalDoc Filename of document without path to look for bFound TRUE if document specified in the wsExternalDoc found in the OmniRush repository procedure FolderC
115. if the CRM system supports that The FaxRush Viewer is not used 356 Technical Reference To set up this option edit the OmniRush user profiles In the email field enter the email address where the faxes should be sent In the On Inbound tab on Track 1 or Track 2 drop down choose an EMAIL track If you want the email sent as a PDF rather than a TIF change the settings for PDF conversion in the EMAIL track 2 Contact centric fax receiving with DID In this mode received faxes are placed by FaxRush in the users private inbound folders in the FaxRush Viewer To set up this option Edit the OmniRush user profiles In the On Inbound tab choose a public or private forward to folder depending on if you want faxes to remain in the public folder or be placed in the user s private folder To set up new fax notification a Each users workstation must be named with their OmniRush user name For example if a user is named JOE in OmniRush his PC name must also be JOE b In the FaxRush Hardware Fax Module set the Inbound Alarm Recipients and select the Alarm DID user tick box FaxRush will NET SEND a message to that user when they receive a new fax c After receiving a notification the user must open OR Viewer where they can view new faxes and then link them to CRM records Eltron Label Printers Eltron Zebra Printers What it ls and Why to Use One The Eltron thermal label printer is ideal for use with OmniRush for UPS and F
116. is the server based merge printing system for CRM and SQL systems The base PrintRush license includes e Five print tracks e One database connector Each model allows connection to one database of the type specified at time of purchase Additional features database connectors etc can be licensed at the time of purchase or later Popular options include the PDF module additional database connectors and additional tracks Each model includes a given number of tracks for each job type If you have any questions on what is included please refer to the price list or contact Z Firm Sales OmniRush detects the CRM system in use and must be licensed for the CRM system type and the CRM system user count e ACTI In Help About go into the Database Info area to see how many users the ACT system is licensed for e GoldMine Go into Help About and check the GoldMine serial number This shows the number of users in the second or third section e SalesLogix OmniRush is licensed based on the total number of configured active login ID s in SalesLogix Note that this will include SalesLogix users of both types per configured and concurrent e Microsoft CRM OmniRush is licensed based on the total number of configured active login ID s in MSCRM Many OmniRush licenses are subscription based This allows for all updates and upgrades to OmniRush at no extra charge during the subscription period Contact your reseller or Z Firm sales at 2
117. is to create the Activity record OmniRush does everything from there on For example to send the document package widget_promo frp to Jim Berghold via email the following might be scheduled in SalesLogix 45 OmniRush Administration amp User Manual Schedule To Do EN General Recurring Activity Times gt Date 3 17 2001 IV Timeless Lead Time 3 00 AM fi 5 minutes Sei fi 5 minutes DI ep Options Contact Bergho d Jim q Priority Nare Account fi st America q Category EMAIL SS Opportunity al Leader amnio q Alar T Set Alarm Regarding widget_promo frp ca Notes Jim Check out our super widgets The attached literature makes it clear that your D firm should be using Acme s widgets H Scheduled by Administrator on 3 17 2001 coxa Le OmniRush logs all jobs into SalesLogix history so the whole workgroup knows what was done by who and when Other OrmRusk and ShipRusa jobs ogged for this contact record Hostury record cfraetyed and zer 2mail job dmmptstce Saye x 3 2 272001 12 34 Administ atoe JPS Nert Day Se Shipment Si 3 12 2001 12 24 Administer EELER engt Sox FILTEN far 3712 2001 11 49 Adminisvetoe JPS Ground Shipmere D 877 2000 Adminisbstee JOS Nost Day Ar Lotter Sere bin H UPS zbteert Shipfiush FecEx Svomert I ss ShpAushi UPS Shiprerik ShipRuch JPS Sa
118. like this proposal Notis ar Eq de Options Screen 252 User s Guide The options screen allows you to set e To delete the fax file or to keep it as a linked document linked to the CRM contact record e To optionally override the track default behaviors e g to schedule back the job on success and failure e To attach additional files to the job 4 3 OmniRush Client i xj VD Override Track Defaults RK F Create Linked Document On Success On Failure Forward f Forward f Complete C Complete C Delete Delete Import files into Additional Files to send ala Dv Rasterizing Files When the Client is running it can be used to convert files to TIF format for emailing and faxing The steps are e Start Client so it is running in the System tray e Open the document you want to convert e Print to the OmniRush Rasterizer Printer The Client will pop up in Rasterizer mode You can select to store the TIF in the OmniRush Document Repository on the hard drive or both at once 253 OmniRush Administration amp User Manual 4 3 OmniRush Client q x IV Save rasterized file to sl Jh Import rasterized document into repository Client from the SalesLogix Support Client A video of the OmniRush Client in action with the SalesLogix Support Client can be viewed over the inte
119. merge code the SQL Server itself has a number of features that can be used to format data Of course with a stored procedure the formatting is completely under your control in code On SQL Server the TSQL CAST and CONVERT functions can be used to format all kinds of data For example if a table has data in a column of type Money SmallMoney Int or Char this syntax will work to return a nice dollars and cents result This example column is named OwedAmount from table Overdue 196 User s Guide select left convert varchar 10 cast OwedAmount as money 1 len convert varchar 10 cast OwedAmount as money 1 from Overdue This would return data that is formatted in dollars and cents e g 123 44 Conditional Data How to back fill a merge value in case field is NULL or empty In many cases you are not assured that there will be data in the field you want to merge For example a document should be sent out with the Attention block to a field in your table called BillingName but in some cases this field is empty The Attention block should never be blank so you want a merge code that will use the ContactName field as a fall back in case the BillingName field is blank or NULL There are a few different ways to attack this task One way is to use a Stored Procedure aka sproc from the merge alias An additional perhaps more accessible technique is to use the functionality of SQL itself On the Microsoft SQL Server
120. monochrome usually a job for a graphic artist e Avoid photographs color and B amp W The desired end result is largely line art solid black and text You can get away with some grayscale color but restrict them to less than 10 of the page by area A common approach is to have the designer deliver two versions of electronic documents Color for color printing and email and monochrome for faxing The TIF File Type TIF files can be faxed printed or emailed Via email TIF files can be converted to PDF and then emailed 158 User s Guide For faxing TIF files must conform to the following specs Note the easiest way to get files into this format is to fax them into OmniRush and use the received TIF TIFs that are acceptable by OmniRush Hardware Fax and Internet Fax Width 0 1740 pixels will be adjusted to 1728 pixels Height lt 100 inches might be adjusted see logic below X dpi not limited might be adjusted to 98 or 196 Y dpi not limited might be adjusted to 98 or 196 Compression most formats except LZW Output TIF CCIT Group3 1DIM monochrome file or memory TIFs handling Width OmniRush sets the width to 1728 OmniRush tries the actual DPI First we try to fit source image DPI into 2 ranges cases 1 and 2 If it fails we do the second part The second part of logic cases 3 and 4 determine the correct image DPI depending on image height was introduced because of a bug in FaxRush v4 that s
121. need an email module e ShipRush installed for all needed carriers be sure to complete the ShipRush setup wizard and run a test shipment for each carrier e One Shipping Module for each carrier e g if you will use DHL FedEx and UPS you will configure three shipping modules one for each carrier Note that no matter how many shipping accounts will be serviced there will be only one module per shipping carrier 3 GM 5 DBase Connector 3 Open API ADO dbio 3 E Mail Server 3 E Mail Server 3 Fedex Shipping Server 3 Fedex Shipping Server 3 UPS Shipping Server 3 UPS Shipping Server FedEx and UPS with FedEx and UPS with any GoldMine Microsoft SQL Server database Tracks e One or more shipping tracks need to be configured one for each shipping account that will be serviced See the appropriate pages for DHL FedEx and UPS tracks Note that 77 OmniRush Administration amp User Manual the OmniRush Commerce Kit includes support for shipper account with each carrier if more are needed contact your reseller or Z Firm Sales FEDEX Santa Rosa FedEx Account UPS Santa Rosa UPS Account Test Jobs Start all modules Wait until all modules go solid green in Administrator Now start the CRM or SQL system Some CRM systems like GoldMine require that you now create GoldMine users that have the same host reference as the OmniRush tracks If you created the track shown above you would now create two GoldMine users via the
122. needed which is almost never By default the correct key file will be used in nearly all cases Root Dir By default OmniRush will detect the directory that SalesLogix uses for saving attachment documents that will synchronize In the extremely rare case that OmniRush Server Module stores these files in the wrong place you can set the directory to use here When done select Insert Then Close this screen and start the module by right clicking on it and selecting Start Database Connector for SalesLogix v6 x Looking for SalesLogix v4 v5 setup Click here 92 Administrator s Guide A Gi Click each area below for more information o Slgx 6 dbio on ZF DARTH a x Type Host db i o Version 1 00 00 Host PC ZF DARTH General Extended SalesLogix ADO Host Oved codes Result codes Aliases Multi DBIO Main connection string SalesLogix OLE DB Provider Create Modify Creates Modify Advanced Optional Settings see help file Root dir for attach docs Ovrd a Module started Merge codes connection string optional Help lt S Insert x Cancel Close Required Fields e Main connection string use the SalesLogix OLE DB provider e Merge codes connection string use the Microsoft provided SQL Server OLE DB Provider Note The SQL user set in the connection string must either be the dbo of the target database or have the dbo role assigned All other fields are o
123. not BDE aliases that route to an ODBC DSN 4 Inthe OmniRush DB Connector for SalesLogix go to the SalesLogix tab and check the Sync to All Users check box 5 On the OmniRush Server PC schedule two activities and complete one of them Then perform a sync and make sure that the remote gets the correct representation of the data Then again on the OmniRush Server PC complete the other activity and sync again Check for correct data on the network and remote sides If there are any problems here there is an issue with SalesLogix that is independent of OmniRush and it should be resolved 6 Do not proceed further until step 3 above has checked out 7 Check that the table owner of all tables on MSSQL is sysdba If using MSDE on remotes make this same check on the remotes 8 Make sure that the OmniRush DB Connector for SalesLogix is set as follows Extended Settings tab DB Owner must be blank SalesLogix tab SQL Login must be sysdba SalesLogix Sync to All Users Option 345 OmniRush Administration amp User Manual Glo dbio on ZF DARTH Type Host db i o Version 1 00 00 Host PC ZF DARTH General Extended SalesLogix Host Ovrd codes Result codes Aliases Mult DBIO Database Alias ba Synchronize to all users SalesLogix Login SQL Logi ae Password Password m Advanced Optional Settings see help file Key file Slax 2 amp 3 E Root dir for attach docs Ovrd aj
124. optional settings stick to the required settings and run a test shipment before trying optional settings 1 FedEx Shipping Module must be configured and running a F in Administrator before configuring the track Create new FedEx track Set the Basic Settings Host Reference to FEDEX or other appropriate value If using ShipRush for FedEx with the module Done OVP oN Press Insert to create the FedEx shipping track 132 Administrator s Guide Testing The Setup 1 Start the OmniRush modules 2 Inthe CRM or SQL system schedule a job to track FEDEX with a reference of STD_Letter zpk 3 Check job status after 30 seconds It should have completed FedEx Optional Settings There are a number of optional settings for FedEx shipping Before getting to them remember some items e f you want shipment notifications sent by email fax or voice the corresponding module and track should be set up and tested first e Decide carefully what notifications are appropriate Settings General Tab e Shipment Notification OmniRush can send a message to the recipient to alert them that a shipment is en route to them The alert can include the tracking number tracking URL and other information see below for merge codes Shipment Schedule notification occurs when the shipment is triggered and the label prints Note an OmniRush email module must be running for this email to be sent When these options are enabled tabs appear
125. or DOC dtStaticPDF Acrobat PDF TIFF TIFF LZW is not supported TIFF should have a propriate dtBitma p fax resolution and dimensions iPageCount Number of pages in the document for note only Might be set to 0 sDocumentID If function completed it returns a result document ID procedure DocumentUndoCheckout const sDocumentID WideString Description Function discards all changes that might be made to local copy of the document after DocumentCheckout Only the user who check document out can call this function sDocumentID ID of the OmniRush document usually 15 characters started with DR procedure FetchJob iFetchMaxRows Integer out wsJobs WideString out iJobCount Integer Description Fetches up to iFetchMaxRows jobs statuses in XML format to the client You can call this function multiply times to retrieve a really big list of statuses One of the InitFetchXxXX function must be called prior iFetchMaxRows Maximum jobs statuses to return in this function call wsJobs Response in XML format iJobCount Actuall number of job statuses in the response procedure FetchJobByID const wsJobIDs WideString out wsJobs WideString 306 out iJobCount Integer Description Fetches jobs statuses by job ID in XML format to the client wsJobIDs Request in XML format just JobIDs Example lt xml version 1 0 gt lt Request gt lt Job gt lt ID gt MJ1EJQNDM9K4CLI lt ID
126. or failure Once this record is created OmniRush will process the job se sure to name files appropriately If files are generated programmatically be sure to use the F prefix Example 2 A mainframe computer spits out dozens of text files each night These files might be production schedules inventory or accounting statements Each of this files is destined for a different customer Your application must fax these files to the appropriate contacts The flow of your application would be 1 literate through each text file and 2 Read the customer ID from the text file 3 If no match for this customer ID in GoldMine you could store these accounting system ID s in a GoldMine contact1 gt key field create a CONTACT1 record with minimally the company contact phone fax customer ID information Create a CAL record for this CONTACT1 record Set the CAL record fields to oe REF server share dir NameOfTextFile TXT ACTVCODE FCC USERID OmniRush ONDATE today s date or a future date if you want the fax to be sent in the future ONTIME blank to send immediately or a future time to send the fax in the future Done Alternately the CAL gt REF could be set to COOLMERGEFORM RTF and the text from the text file could be inserted into CAL gt NOTES If COOLMERGEFORM has the amp FX_Notes OmniRush merge field on it the contents of CAL NOTES will be merged This can let you deliver a professionally formatted document with
127. or immediate in order for you to set your fax software appropriately It will be your software which will tell your Brooktrout DID board what the service type is so the board can function appropriately with the DID trunk Digit Length DID service usually sends the last few digits of the dialed telephone number to the TR114 as a routing address Your telco service provider needs to tell you how many DID digits they re sending down the line typically it s the last 3 or 4 digits of the phone number but not necessarily so you may set up your fax software appropriately it s your fax software that tells the Brooktrout board how many digits to expect after it sees a call coming down the line Signaling Type Pulse tones are those generated by rotary dial telephones A series of pulses simulating alternate on hook off hook conditions represents each dialed digit Important If your telephone service provider sends pulse tones down the DID trunk to the board they should do so at a rate of 10 pulses per second commonly written 10pps DTMF tones are those generated by touch tone telephones A different combination of two tones one high frequency and one low frequency represents each of the twelve possible digits and characters on the touch tone telephone keypad 353 OmniRush Administration amp User Manual When the TR114 receives a call it can automatically detect either DTMF or pulse When it dials out your software application tell
128. or internet account is needed Then create a commerce track You are now ready to run jobs For live operation with the internet payment gateway the installation steps are Sign up with e online for a new merchant account Receive userid and password Log into the Authorize net console Create a new Transaction Key ih gt Starting in v8 of OmniRush the Authorize net password is not used only an Authorize net Transaction Key may be used If your Authorize net console does not allow you to create a transaction key please contact Authorize net technical support 126 Administrator s Guide 5 Inthe OmniRush Administrator create a Commerce Module and enter your Authorize net userid and transaction key 6 Configure Commerce Track 7 Run Test Job For legacy dial up sites Dial up is no longer supported in OmniRush v8 0 and higher Launcher Module Accessing Launcher Settings Open the Server Modules List by Server PC node Right click on the OmniRush Server name and select Launcher Settings Start Stop Controller If OmniRush is running as an NT Service this tab allows the Launcher to be started and stopped and also allows the NT Service Login name to be set Note that these functions are only available if Admin is running on the same PC as the OmniRush Server Database Backup By default OmniRush installs to automatically back up the Z Firm DBEngine every day at 1 00 AM This can be changed here For more inform
129. pass email to another SMTP relay to forward mail or it can act as an SMTP relay server itself When acting as an SMTP relay OmniRush will detect and fail most email messages that would normally fail downstream and bounce When OmniRush detects the failure the email job fails and you can then take action on the bad email address in a mass or automated way Email Body Options OmniRush can put one or more of three things into the body of the email a Job notes text b Text files txt that are sent as job documents c HTML that is scheduled as a job document htm HTML email can merge database fields into the body of the email d Multi part email bodies that have both a text and html section The text section can be auto derived from the HTML or set explicitly as a ixt file Any of the above formats can include merged data Text bodies can be merged using the OmniRush Extended Package feature HTML can be merged with or without the use of Extended Packages and is particularly powerful HTML merging in OmniRush offers completely customizable database merging including one to many and can merge multiple database queries and stored procedures into the body of a single email message OmniRush can combine HTML and job notes into an HTML body as well Email Attachment Options 36 Administrator s Guide Virtually any file sent as a job document can be emailed as an email attachment Some file types can have special treatm
130. popup by DID user name New Universal Client features Restrict access to job types by user Faster pop up times Enhanced shipping and commerce features New Viewer features Auto create amp file faxes into monthly folders Printing enhancements Cover page setting by Track New Commerce features Transaction amount stored to discrete database field New confirmation message merge codes New option for multiple copies of confirmation message Universal Client can save credit card numbers into GoldMine and SalesLogix New Developer features Support for Pervasive database Support for MYSQL and other databases Support for most databases with ADO and or ODBC driver SQL syntax support required Updated Z Firm DBEngine Improved PDF version of the OmniRush documentation formatting and presentation Detailed Fix amp Change List 416 Technical Reference Build 498 General Commerce FIXED Commerce tracks set to alarm all fails would not always set the Alarm NEW Track setting for number of copies of confirmation message NEW Additional merge codes for commerce conf message see Configuring Commerce Tracks in the OmniRush help file Build 494 Gen ral FIXED Rare hung module yellow module with Internet Fax after thousands of jobs NEW Microsoft CRM Support NEW 2003 UPS Rates are part of the installer out of the box no update required NEW Command line switch for silen
131. printer Note Printers should be available in the Printers folder of the OmniRush PC Installation Steps 1 2 124 Log in to the OmniRush Server PC as the Windows user which OmniRush will run under Install ShipRush Pro for UPS This can be installed either on the OmniRush Server PC or on another PC if installed on another PC the ShipRush Client must be installed on the OmniRush Server PC Click here to see the setup options Administrator s Guide 3 If this is a new installation of ShipRush Pro for UPS complete the ShipRush setup wizard Select Stand Alone for the contact manager Commission the UPS account this happens automatically at the end of the wizard 4 If ShipRush Pro for UPS is already installed on the network or will be installed on a system other than the OmniRush server Install the ShipRush server set it up as in the step above Then install the ShipRush Network Client on the OmniRush Server 5 Using the OmniRush Administrator create a UPS shipping Module Set the module to type UPS via ShipRush 6 Configure one or more tracks to feed the module The vast majority of configuration settings are set in the track See the Configuring UPS Shipping Tracks for details DHL Shipping Module Requirements e Internet connectivity from the OmniRush Server Communication to the DHL host is done with SSL on port 443 e Valid DHL account e Printer for labels See ShipRush DHL list of supported
132. printer types and models Installation Steps 1 Install ShipRush for DHL select Stand Alone operation 2 Complete the ShipRush for DHL wizard Run a test shipment in ShipRush for DHL to confirm the configuration is working 3 Using the OmniRush Administrator create a DHL shipping Module 4 Configure one or more tracks to feed the module The vast majority of configuration settings are set in the track See the Configuring DHL Shipping Tracks for details Commerce Module Requirements The Commerce Module can run using two ways e Using an Internet credit card gateway Authorize net e Simulation mode no software or internet needed The overall requirements are e Internet based Many existing merchant accounts are supported Super quick setup for new merchant accounts If you have an existing merchant account let e online try to match your current rates Simplest setup and operation 125 OmniRush Administration amp User Manual The module offers two Demo modes to use depending on your needs e When Atomic is selected Demo Mode enables 100 OmniRush internal processing No software or internet connection is needed Most transactions will be APPROVED and a few will DECLINE so you get a mix of behaviors e When Authorize net is selected Demo Mode interacts with the internet payment gateway but all transactions are test transactions Recommended setup 1 Open anew merchant account with e online and get rolling fast
133. proper operation Shipping Server Performance Discussion There are two measurements of shipping performance e Single job latency how long from when the shipping job is created in the SQL database until the SQL database is updated with the results of the job e System throughput total jobs per hour or per day Detailed definitions below OmniRush is designed as an asynchronous system Shipping jobs are dropped into OmniRush usually through the Open SQL Connector DBIO OmniRush is a multi threaded system and can scale up to high throughput Z Firm has tested OmniRush performance and provides these figures for reference 382 Technical Reference Note These figures are a relative reference point only Actual system throughput depends on OmniRush hardware local network performance internet connection congestion and in some cases shipping carrier host load which can vary from day to day and during the day Neither Z Firm nor the shipping carriers make any promises or guarantees of uptime performance or throughput Performance Background Notes There are a few OmniRush configuration elements that affect latency and throughput e How quickly jobs are pulled from the database into OmniRush advanced module setting e OmniRush Job Queue Depth advanced track setting e Number of shipping modules OmniRush supports multiple concurrent DHL and FedEx shipping modules on one PC affects throughput not latency To maxim
134. running the SMTP server component It can be any kind of SMTP software running on your premises or at an ISP In this configuration OmniRush hands outbound email to this SMTP relay computer and delivery is done by this SMTP system OmniRush does not know what happens to the email downstream OmniRush just hands the message off and completes the job as successful in the CRM SQL database OmniRush does not validate the address except to check that it is formatted as an email address Bad addresses will be bounced by the SMTP relay server OmniRush will report close to 100 success rate and bad email address will cause the emails to bounce Internal integrated SMTP Relay In this mode OmniRush does a lot more work The benefits are that OmniRush handles the email all the way to the recipient MX server which in many cases is the final destination This allows OmniRush to know a lot more about what happens to the email message So instead of handing the email off to another computer for SMTP relaying as OmniRush does in External SMTP mode in Internal mode OmniRush acts as an SMTP relay server itself This means that OmniRush does significant and deep validation of the email address and the actual mail delivery process If any of these stages fail OmniRush will fail the email job When OmniRush fails the job the email job record in the CRM SQL system will fail just like a failed fax job and there will be no subsequent bounce email to deal with
135. scripting for non visual stuff can be used e g button event handlers math calculations etc e Remember that HTML pages that contain relative links are not going to work properly when received E g lt img src plus header gif gt or links to the local file system lt img src c images header gif gt All links must use a valid URL address lt img src http www something com plus header gif gt The OmniRush Administrator Import Document wizard will offer you to replace invalid links during import e Merge code aliases named LT GT or REG cannot be used because amp lt amp gt and amp reg words are reserved by HTML e f you are not familiar with HTML it s recommended to use tables with invisible borders for specifying repeating groups Otherwise output might not be exactly as you expected Using merge codes This section describes how to insert merge codes into HTML template only For basic knowledge about merge codes repeating groups alias based merge codes date time formatting etc please refer to OmniRush Help File Merge Document section Please always test all new templates with merge codes before sending to end users To insert merge codes into HTML template should open your document in any HTML editor Microsoft FrontPage Macromedia Dreamweaver etc All merge codes are simple text they are not HTML tags To insert merge codes as amp Company amp Contact etc just type it i
136. service commonly referred to as DNIS please consult this page and also consult with your T1 service provider Analog DID For DID Service you must obtain from the telephone company e One DID telephone trunk for each TR114 DID interface you plan to use e A block of DID telephone numbers associated with the trunk s When ordering DID telephone service and before you connect DID channels to DID telephone lines you must provide the telephone company with e A source of 48Vdc power The power supply must be installed and running on the TR114 before the telephone company can activate a DID line Once the DID line is activated 48Vdc power must be continuous or the telephone company may disconnect the DID service You as the end user need to supply the voltage on the DID line through a power supply that connects to your Brooktrout board your phone company should never put any voltage on the line from their end Brooktrout TR114 DID boards include a 48volt power supply for this purpose 352 Technical Reference e A specification of the DID service options you want Before you order DID service from your telephone company find out what DID service options are available in your area and decide which options you want These service options define how your DID service will operate and include e trunk type two wire tip and ring loop start trunk which works off battery reversal e service type wink vs immediate recommend wink
137. setting for the user or machine name where receive notifications should be sent The alerts are sent as network popup messages This feature lets users know immediately when a new fax has been received Popup notifications can be sent to e A static user like a receptionist or office administrator e Multiple users e The machine that maps via DID to the user for whom the fax was received For any port configured to receive press the navigation button next to Inbound fax alarm recipients to get the setting screen gt Incoming fax alert recipients Send alert to Forward To DID user Send alert to user or computer one item per line only Send alert every fax C Send alert once in 15 minutes if new faxes arrive oS Ok Hl Close Multiple PC names can be set here If set to DID user then the alert will go to the username that maps to the DID value For example if DID value 222 is set on OmniRush user JOHNS the popup message will be sent to JOHNS About Popup Messages 111 OmniRush Administration amp User Manual Windows NT4 Windows2000 and WindowsXP systems will receive these messages with no client side software or configuration required Windows98 requires that the Winpopup application be running to receive the messages Winpopup can be started by selecting Start Run winpopup lt enter gt It is advised to make an icon for c windows winpopup exe in the startup group so it is always running For more i
138. shim from Hummingbird Home Page SOCKS Shim Page e The NEC SocksCap Free of charge Download from CNET search for sockscap e E Borders SOCKS shim from NEC Printing to IP Printers Explanation Printing to printers directly via TCPIP is an excellent way to set up OmniRush printing for all OmniRush modules that print such as print tracks shipping modules etc The main benefits of this approach are 400 Technical Reference a Avoids network administration issues If OmniRush is configured to run as an NT Service it must authenticate to network resources IP printers can be accessed without authenticating to NT or Netware security so authentication issues are avoided b Avoids print queues that may be rebooted If a print queue server is unavailable or is being serviced OmniRush jobs may fail When IP printing is used the print queue is local on the OmniRush Server PC The print job is then piped directly to the printer Print queue management is done locally on the OmniRush PC so OmniRush printing can be completely managed by the OmniRush administrator c Excellent for printing over a Wide Area Network For example OmniRush can print to laser printers and thermal printers in other locations by using IP printing over a WAN Direct IP printing can be done with virtually all laser printers that direct connect to the Ethernet network and can also be done from print servers like the Intel NetExpress print servers All kinds of p
139. shown above you would now create one GoldMine user via the GoldMine File Configure Users Settings named EMAIL Put a random password on this user so no one accidentally logs into GoldMine as this user Now schedule a test job Go to a contact in the CRM system that has your own email address on it Click for example screen shots 76 Administrator s Guide ACT GoldMine Microsoft CRM SalesLogix You are now emailing with OmniRush See the User s Guide in this help file for more information on managing your document library and setting up your system for easiest possible use Possible Problems Email fails to get sent Job is scheduled back to you in the database Check that a default return address is set on the OmniRush email module If the OmniRush email module is running in external SMTP relay mode try changing it to internal SMTP relay mode If the email module is running in internal SMTP relay mode try changing it to point to your existing external SMTP relay Check that the contact you are scheduling to has a valid email address Installation Initial Shipping Server Setup Setup Before configuration review the OmniRush Shipping Services Reference and the sections on the DHL FedEx and UPS shipping server modules A typical OmniRush Shipping Server requires these components Modules e Database Connector Module e Optional If OmniRush will send email shipment confirmations to the recipients you will
140. signature here gt Edit this to taste Address Time Tab The Ship From address is only required if using the FedEx module in legacy FedEx direct mode When the FedEx module is set to use ShipRush this setting is optional If set it will override the FROM address set in ShipRush Settlement Time This sets when end of day will be processed Use contact account shipping address instead of primary address This applies to SalesLogix only By default OmniRush uses the address marked as Primary as the shipping address When this option is set OmniRush will use the SalesLogix address marked as the Shipping address for the shipment Label Manifest Tab This is required when the module is running in legacy FedEx direct mode When running with ShipRush the ShipRush configured printer will be used by default and nothing needs to be set in the track Set the label printer Left amp Top Margin Set the offset from the edge of the page Enter fractions of an inch as a decimal e g half an inch is entered as 0 5 a If printing to a network printer it is strongly advised to use IP Printing Advanced Tab 134 Options to set e Default package dimensions Note if you ship primarily using the FedEx Box be sure to set these to 12 x 4 x 19 e Signature Release Authorization Number This option is deprecated and is no longer needed Administrator s Guide e Add email notation to history record This adds extra text to the history re
141. simplifying content management Important features of OmniRush merging 1 Merge any data in the database 2 Merge based on custom SQL queries 3 Merge based on custom stored procedures 4 One to many merging 5 Multi row merging 6 Merge multiple queries stored procedures into a single document 7 Dynamically merge graphics signature graphics photos product graphics etc 8 Dynamically merge multiple documents into one based on database fields 9 Dynamically build compound documents from OLE datasources driven by database fields 10 VBA document processing prior to document delivery Merged documents can then be 1 Faxed 2 Printed to any network printer 21 OmniRush Administration amp User Manual 3 Sent as an email attachment 4 Converted to PDF and sent as an email attachment 5 Saved to disk Merge document templates made in Word are the only single source document template type available A single library of merge templates made in Word can be used for fax print and email HTML Documents OmniRush provides powerful HTML merging for email communication OmniRush allows any HTML authoring tool e g FrontPage DreamWeaver etc to be used and includes support for advanced features like SSI Server Side Includes HTML documents can merge data from the database including Merge any data in the database Merge based on custom SQL queries Merge based on custom stored procedures One to many merging
142. slight differences in the codes based on the target SQL server MSSQL or Oracle For example this code is for MSSQL SELECT FROM SSACTIVITY A Sspicklist p u serinfo u H WHERE a ACCOUNTID amp COMPANYID and a type p id and a userid u userid ORDER BY STARTDATE The tags are placeholders for the dbo You can either code it SELECT FROM SYSDBA ACTIVITY A SYSDBA picklist p or SELECT FROM SACTIVITY A Spicklist p d d Here is an example Oracle merge code SELECT FROM SSOPPORTUNITY O OPPORTUNITY_CONTACT C CONTACTID amp CONTACTID AND OPPORTUNITYID O OPPORTUNITYID o Al UO S Al w K O CREATEDATE CP Returns single row from Account table for current job All fields available CT Returns single row from Contact table for current job All fields available FX Returns single row from Activity record of the for current job All fields available AA Activity records for current account AAA Association records for current account 187 OmniRush Administration amp User Manual AAC Activity records for current account of type Phone Call AAM Activity records for current account of type Meeting AAO Opportunities for current account AAT Activity records for current account of type To Do AC Acti
143. statements Each of this files is destined for a different customer Your application must fax these files to the appropriate contacts The flow of your application would be 1 lIterate through each text file and Read the customer ID from the text file 3 If no match for this customer ID in SalesLogix you could store these accounting system ID s in a SalesLogix database field create ACCOUNT amp CONTACT records with minimally the company contact phone fax customer ID information Create an Activity record for this ACCOUNT CONTACT record Set the Activity record fields to oe DESCRIPTION server share dir NameOfTextFile TXT FCC CATEGORY OmniRush STARTDATE today s date time of 1 00 AM or a future date if you want the fax to be sent in the future Done Alternately the Activity gt Description could be set to COOLMERGEFORM RTF and the text from the text file could be inserted into Activity gt NOTES If COOLMERGEFORM has the amp FX_Notes OmniRush merge field on it the contents of Activity gt NOTES will be merged This can let you deliver a professionally formatted document with logo graphics advanced OmniRush merging etc Hint set the font of the amp FX_Notes code to Courier or another mono spaced font so that columns will line up correctly Mee sure to name files appropriately If files are generated programmatically be sure to use the F prefix Example 3 Your VB application automatically runs a series
144. the OmniRush Server installs the Administrator automatically so a single installation on the PC may be all a site needs The Administrator can optionally be installed on other PC s to remotely administer the OmniRush Server The Client Utilities includes the Print to Job Client and the Fax Viewer These applications are for supported CRM system users only GoldMine amp SalesLogix Server Overview The OmniRush Server runs on a single PC and handles job processing The server is actually made of several components e 2Z Firm Database Engine This client server database is the core of the OmniRush server An OmniRush installation will only have a single Database Engine even if the OmniRush Server is clustered across several PC s Running as an NT Service the Database Engine should never be stopped while modules are running e OmniRush Launcher Module This is the master coordinator and dispatcher for the OmniRush Server Running as an NT Service the Launcher should always be running even if all modules are shut down In an OmniRush Cluster each cluster member PC will have its own launcher e Modules Each OmniRush service e g hardware fax email merge printing etc and connector e g connector for SalesLogix is a Module and runs as its own application process or NT Service The OmniRush Administrator application handles all service creation configuration monitoring and management The OmniRush Administrator can run on the O
145. the Recipient record Create a Job record for this Recipient record Set the Job record fields to aaron DESCRIPTION server share dir NameOfTextFile TXT FCC CATEGORY OmniRush STARTDATE today s date time of 1 00 AM or a future date if you want the fax to be sent in the future Done Alternately the Job gt Description could be set to COOLMERGEFORM RTF and the text from the text file could be inserted into Job gt Notes If COOLMERGEFORM has the amp Notes OmniRush merge field on it the contents of Job gt Notes will be merged This can let you deliver a professionally formatted document with logo graphics advanced OmniRush merging etc Hint set the font of the amp Notes code to Courier or another mono spaced font so that columns will line up correctly Mee sure to name files appropriately If files are generated programmatically be sure to use the F prefix Example 3 Your VB application automatically runs a series of Crystal Reports every night You want these printed or faxed Here is your application flow 326 Developer s Guide a Process all reports Using the Crystal API each report is saved as an RTF file into a subdirectory of the OmniRush outfax directory e g outfax reports Name each report with the customer id or company name it is destined for b When all the reports have been built read the name of the first file in outfax reports Find the Recipient record that corresponds to this file
146. the network the CoStar printer driver should be installed on the OmniRush Server or e Laser printer with manual feed tray or envelope feeder and a one up style label available from Z Firm and Paper Direct Label Tricks At Z Firm most labels are printed via OmniRush to a laser printer with one up labels We also use a CoStar Our label template includes the Z Firm logo and just a few fields amp NameAddress amp Country encl amp FX_Ref Putting the FX_Ref merge code lets the user schedule this in the CRM system lab rtf Catalog Demo kit USPS Now when the label prints the enclosure list and shipping information prints right on the label and goes into the CRM history record Another trick is the ad hoc label Create a label template that has just one field on it amp FX_Notes 168 User s Guide This lets you type your label inside the CRM system and track what was on the label For example schedule an other action with the ref line lab2 rtf and notes Your Product Serial Number is 111 111 111 111 You get a label with just those notes on it This gives everyone freehand label printing Tips When creating your label template make sure you have the correct paper size selected in Word For one up labels use the 10 envelope paper size For the CoStar select the paper size of the labels you will use the CoStar print driver should be installed where the templates will be made A kit of sample label
147. to receive the notifications Print Module Print Module The Print Raster Module is required printing and outbound faxing It is also used for email attachments that are converted to PDF There are no required settings to change in this module If this module is stopped print and fax merge jobs will be paused until the module resumes In nearly all cases the only time the Print Module requires configuration is to set up OmniRush RTF to PDF conversion options or if PDF s are faxed out A discussion of features is below 112 Administrator s Guide 7 Gi Click on the screens for details Print Merge Server IIe E Type Printer rasterizer Version 5 5 0 371 Host PC ZF DARTH General Settings MS Word TexttoRaster Acrobat PDF Accept document types Rasterizer settings JV Simple ATFs Enable M IV MS Word ATFs DOCs IV Acrobat PDFs JV Images BMP TIFF Timeout 410 seconds per page V Text files TXT Printer name f OrniRush Server Help e Apply S Cancel H Close The Text to Raster tab If scheduling txt files to OmniRush to print some settings in the Text to Raster tab may need adjustment a Margins It typically works best to set them all to 200 b Page Size Set explicitly to 1728x3150 at 196 dpi PDF Conversion Options ote The PDF features require the OmniRush PDF Module and may also require that PDF technology from third parties be licensed
148. to existing masks a 13 digit mask Input data 1231234567890 Merged field 123 123 456 7890 amp ClearPhoneFormat Clears existing masks Notes If a matching mask is not found OmniRush merges the data as it is stored in the database For SalesLogix phone numbers if there is an x character in the phone number everything before the x is considered the phone number and everything after the x is considered as a phone extension The phone formatter will recognize and process the number before the x and then append the extension onto the number For example The SalesLogix database contains 2065680720x105 The document has the phone formatting macro amp SetPhoneFormat The merged document will contain 206 568 0720x105 Formatting Date amp Time Data When merging date and time fields you may want to control how the data is formatted The following codes are available amp SetTimeFormat lt format code gt amp SetDateFormat lt format code gt 189 OmniRush Administration amp User Manual SetTimeFormat can take the following formatting codes e Aora Display time in American 0 12 am pm format e Eor e Display time in European 0 23 format Example amp SetTimeFormat a Returns 1 00 pm amp SetTimeFormat2 E Returns 13 00 The options for SetDateFormat are below The following SetTimeFormat code which will not appear on merged documents is to suppress the time
149. two services are set to start automatically The Z Firm Database Engine and the OmniRush Launcher No other services should ever be set to autostart All control of the other OmniRush services is handled automatically by the OmniRush Launcher and Administrator You should never manually manipulate services unless instructed to do so by Z Firm technical support Can I use the Windows2000 Service Control Manager to automatically restart an OmniRush service that has stopped Maybe Generally it should not be necessary to have the NT SCM do the work as the OmniRush Launcher will do it for you If a module is stopping with a problematic frequency check the module log and fix the cause of the problem E Mail Module FAQ Q What is the difference between internal and external SMTP server A All internet email is delivered as follows 1 Email software e g MS Outlook etc pushes message onto an SMTP relay server SMTP relay connects to the Mail Exchance MX server for the domain of the recipient SMTP relay passes the message to the MX server for final delivery or further relaying this is controlled on the receiving end and is not relevant to the sender The OmniRush email module can send messages two ways e By pushing the message onto an external SMTP relay e g acting the same as Outlook e By running its built in internal SMTP relay and forwarding the message directly and immediately to the recipient MX server See the Emai
150. use as a Word document There are limits on the formatting options Merge Documents for Fax Email and Print Merge Documents Page Oriented Merge documents are page oriented merge forms created in either Microsoft Word or Crystal Reports The page oriented nature allows these merge forms to be Fax Merge Templates Print Merge Templates E Mail Merge native format document is merged and emailed as an attachment Merge to PDF to Email document is merged converted to PDF and emailed as an attachment These merge templates are either e RTF files you make in Microsoft Word e RPT files created in Crystal Reports Do not worry that OmniRush uses RTF files instead of DOC files there are no limits on the formatting you can use All the advanced features of Word such as tables frames header footers columns and more are available Merge documents can be stored internally in the OmniRush Document Store or they can be on the file system either in the Document Import Directory or anywhere that can be referenced by the job Creating A New Merge Document MS Word While a merge document can be created from scratch most merge documents start life as an existing file that is being brought into OmniRush This might be a file already in OmniRush that is being copied and modified To create a merge document in Microsoft Word The steps are 1 Create the document with text artwork etc Insert merge codes by typing them in Sa
151. will come up empty the first time you use it after a restoration Set the new UNC path in the Log Viewer to re enable this feature 377 OmniRush Administration amp User Manual 4 Document Import Directory In General Server Settings Administrator Server Modules List by Server PC lt right click on your server gt General Server Settings Set the Import Documents From to the correct path if needed 5 All tracks that print should have the printer reset applies if the OmniRush Server PC name has changed 6 If using Virtual Tracks with shipping printer names may need to be adjusted for new naming conventions 7 Any other UNC references to the old PC name will need to be changed to the new PC name in FRP files etc Starting and Stopping OmniRush DBIO for SQL Backup In many cases the OmniRush Database Connector needs to be shut down temporarily while your SQL server is backed up If OmniRush is running in NT Service mode this can be easily done using NET START and NET STOP commands Note that the following SQL maintenance functions may cause OmniRush to lose its connection to the database Taking SQL Server to single user mode In some cases the SQL Server Backup will cause connections to drop Clearing SQL Server client connections using KILL or equivalent Stopping SQL Server service Rebooting the SQL Server In most cases it is nightly backups that cause the issues When OmniRush is run in NT Service mode
152. 0 401 Label Printing 0 eceeeeeeeeeeeneeeeeees 408 OVEIVICW E 55 Paper Sizes and Forms sses 408 Print Module 112 Print to Fax Client Client Job How 251 Main Green 251 R Rasterizer 2 0 2 ceceeecceeeceeeeeeeeeeneeeeeeeeeeeees 253 Rename the OmniRush Server aa aa n 411 Reporting GoldMine Reporting 262 Reportin EE 261 Restore OmniRush Data 00eeeeeeeee 375 RightFAX DIAN WEE 118 PIQHKEA EE 52 elle ut EE 118 RTF Optimizing Graphics to Reduce File Size eeh ee 167 Reducing RTF File Size 169 369 RTF Merge Forms vs HTML Merge Forms EE 160 POR aerer aeons awh lie 21 S Sales Processes cecce 246 280 SalesLogix Alternate Table Names A 93 ASP Configuration sses 94 Attaching Received Faxes to Contacts 260 Attachments Director 90 BD Eiteieteeretinideeestvtetieebiecs ua teicn dives 90 Configuring for use with OmniRush 66 Creating the Database Connector 91 Database Connector Configuration 345 Database Connector Configuration v3 v5 eidel geesde 91 Database Connector Configuration v6 92 Driving Jobs Programatically 281 Emailing Faxes to SalesLogix Users 260 EE 344 Formatting Phone Numbers 188 Hist ry Tab deenen aranera 227 How To Schedule OmniRush Jobs 226 Interbase is not Gupported 90 Mass Jobs fax email shipping etc 229 Merge Codes 187 Multiple Database Connectors 94 ODBC Drivers eeens siein
153. 06 812 7874 for licensing details How OmniRush Compares to FaxRush v4 What is Old in OmniRush A long time FaxRush v4 user seeing FaxRush v7 for the first time said Looks complex Compared to version 4 FaxRush v8 is more complex it also has hundreds of additional features e Many sites refer to FaxRush v4 as a member of their team e Version 8 is meant to double your team If you just want the latest version of your Good Old FaxRush version 7 can do that Here is a partial list of what is old in FaxRush v8 e Just schedule fax and print jobs in GoldMine or SalesLogix Even use the same merge files you used with version 4 39 OmniRush Administration amp User Manual The whole FaxRush virtual secretary model is kept and is consistent SQL Users Import custom merge aliases from the version 4 FRQALIAS DBF into version 8 Configure version 8 to use your existing outfax directory including all the files there Use the new OmniRush Print to Fax Client that is integrated with GoldMine and now SalesLogix too View and link inbound faxes electronically to GoldMine contacts and now for SalesLogix too How OmniRush Compares to FaxRush v4 This is a partial list that focuses on highlights and Do changes The full list of new features and enhancements runs to hundreds of items 40 OmniRush Server runs on Win2k Server and Professional editions WindowsXP and Windows 2003 The OmniRush Client amp Vi
154. 1 Address2 Address3 blank lines removed Suite 201 amp FullAddress 101 Main Street Address1 Address2 Address3 blank lines removed Suite 201 Santa Rosa CA 95404 amp FullAddressOneLine 101 Main Street Suite 201 Santa Rosa CA 95404 amp nameaddress Sally Jones Z Firm 101 Main Street Suite 201 Santa Rosa CA 95404 amp ukaddress Sally Jones UK formatted address Address 2 3 etc Z Firm 101 Main Street Suite 201 Santa Rosa 95404 amp fxref catalog rtf A The Acme This is the reference component of a job The job reference line n Roofing Catalog tag lt file list gt lt fxref portion gt The tag can be changed to another tag like in the DBIO Ov In this example amp fxref is The Acme Roofing Catalog amp notes 1 Job notes e g Notes from the scheduled action in GoldMine or S amp Date Monday January 2 This is actually a function See the documentation 2003 and any other format specified amp DateAdd Monday January 2 This is actually a function See the documentation 2003 and any other format specified amp phone 222 333 4444 The primary phone number of the contact for the job amp fax 111 222 3333 The fax number of the job amp emailaddress joe acmeroof demo The email address of the job amp citystatezip Santa Rosa CA 95404 Properly formatted 183 OmniRush Administration amp User Manual amp Amper amp http lt someurl gt loc
155. 1 0 Word Options Now that we are at the right key take these steps 1 With the Options folder key selected point to New on the Edit menu and click String Value 2 Type ExportPictureWithMetafile and press ENTER NOTE There are no spaces in the string value name 3 With the string value ExportPictureWithMetafile selected click Modify on the Edit menu 369 OmniRush Administration amp User Manual 4 Inthe Value data box type 0 NOTE Type a zero for the Value data 5 Click OK 6 On the Registry menu click Exit OmniRush System Maintenance Backing Up OmniRush Introduction In many cases OmniRush is used as an application server and the job data is not essential since jobs are being logged in the external database or CRM system If external documents are used as masters and the OmniRush job database is not important the only thing that would be lost in the event of a system failure would be the OmniRush configuration This is a long way to say that many installations have no real need to backup their systems since OmniRush may be used just as software and may not hold data If you use OmniRush as a UPS shipping server see notes below However make this decision wisely by understanding the components of OmniRush and understanding what is stored and where Data Components of OmniRush There are two data components of OmniRush OmniRush Database The database is a client server database server t
156. 2 Analog DID Brooktrout and Line Setup 0 ccceeeseeeeeeeeeeeeeeeaeeeeeee senses seaeeeseaeeneeeeeneees 354 DID Testing the Brooktrout Hardware amp OmniRush Setup sessseessessseessressressrnssrnesrnees 354 DIDNOmmiRUSh Ee EE 355 Eltron LabelPriniters ccvichscccscanecdisvantensxianedeeasehecaes Maecraestiiaacd da NEES AE ege ed ee 357 Eltron Zebra Printers What it Is and Why to Use One 357 Eltron Setting Up On The Network senses seaeeeeaaeseeeeeseeeesaeeteneeeeeeeees 358 Eltron Zebra Thermal Printers Using with a Serial Port 358 FAQS vid esha ead eee eae ene ee ae a Aras 359 Administrator FA EE 359 SEN CMEAQ tye oF oh yuri de see yaa die Age Aa be ated 359 E Mail Module FAG side irrien iiia iiia iai V a a AEE eee 359 FAQ OmniRush General EA 359 Mise DISCUSSIONS i dee EES EE EEE VORRE eae 361 FaxRush v4 x to OmniRush Upgrade Checkltet 361 Example FaxRush v4 x to OmniRuSh Upgrade seseesseesseesssssssessesiesintensnnnnnnrennntnnennnenn 362 Supported File TM gees elk yee Ride ene eagles 363 RE EE 364 Legal Size FOM Sirini ege ieee el ee deeg edd EAR 364 Dialing Configuration File preial mi 365 OCR on RECEIVE NEE 368 How To Send Screen e 368 Microsoft Word Re 369 OmniRush System Maintenance A 370 Backing UP OMM RUS D oeaan s eramanen amarae a aara ae Aaa AA AE a shreeetietaereesbereeeret avers 370 OmniRush Database Maintenance 373 VEER e RE 373 NT Account for Service LogiMine isien eerten aaa a a
157. 2 Database Connechor 83 DCF Dialing Configuration File 365 462 Default Import Folder AA 79 Developer s Guide ACIIVEX E 294 Custom Fax Bridging ceceeee 316 Developer s Guide n s 267 DHL Configure Shipping Module 125 Configuring DHL Tracks 137 OmniRush Features Reference 123 Performance and Throughput 381 Requirements 0 eceeeeeeeeeeeeeeeneeeeeeeaee 125 Biel 137 Dialing Options Dialing Configuration File Advanced RUE Ile SEET 365 Dialing Option 365 DID Direct Inward Dial Brooktrout Hardware Gen 354 REI 349 DTMF DID oces 349 354 Hardware Setup ccceeceseeeeeeeees 68 How DID Work 349 355 Logic Flowchart AA 355 Ordering the Phone Line 352 OVEIVIOW NENNEN iik 349 Popup Alerte 111 Setting Up Users for DID 08 355 Testing the hardware s e 354 User Setup Au 144 Uses For DD 349 DID Direct Inward Dal 37 Disaster Recovery Backing Up OMNIRUSh osasse 370 Restoring an OmniRush System 375 Z Firm DBEngine INtrOGUCTION dessi a 454 Disaster Hecovenm 370 INS ietecsebetectent etirebicates utineeecbedaneetionis 349 Document Import Folder 23 24 218 Document Management 24 218 Document Package 156 Document Repository Pat 79 Documentation New amp Updated Pages for v6 428 E EAS YNNK onside iene 52 Eltron Label Printer Connecting via Serial Port 358 Setting up on the
158. 22 Driving Jobs from CRM Introduction cceccceecceceeeeeeeeeeeeeeceaeeeceaeeesaeeseeeeeseaeeeeaeeseneeeeaees 222 Referencing Job DOCUMENTS ccceeeccceeeeeceeeeeeeeeeeeneeceeeeaaeeeeeseseaeeesneeaeeeeneeeeeseneeeeeeenaaes 222 OmniRush Administration amp User Manual Using Override Codes AAA 223 Scheduling Jobs in GoldMine 223 Scheduling from GoldMine Introduction sssessseeseeeseeereesrnsrnernssrnssrnssrnssrnssrnssrnssrnesnns 223 Ee le ET EE 224 Scheduling to GoldMine Groupe 225 Scheduling Jobs in Gales og cccceeeeeeeeeeeceeeeeceaeeeeeaeeeeeeeseeeeeseaeeeeaeeseeeeeseeessaeseeeeseeeees 226 Scheduling from SaleSLogix Introduction 00 2 ceeceeetee cece ee eeeeeeeeeeeeeeeseaeeeseaeeeeaaeeeeneeeaas 226 Scheduling from SalesLogix DiSCUSSION cc ceeesceeeeeeeeeeeeeeaeeeeeeeceaeeeeaaeeeeaaeeeeeeeeeas 227 Scheduling to SaleSLOGix Groups s ssseesseesseessetsrtssrrssrtsttnstrnssrnstnnsrnsrnnsrnnsrnnsnnnsnnnnnns 229 SNPPINO ODS EE 230 Shipping Introductio seian asa e aa e e p a aai a E N a AE E a A 230 Shipping Templates In Depp 234 Elei eiuis Be ge 235 Administrative Fonctions sesucen a a rE E EEA 236 Shipping Some Examples ccccccceeececeeeeeceeeeeaeeeeaeeceeeesaeeeeaaeeeeeeeseeeescaeeseeeseeeeesas 237 Shipping Canada Orioinaton 237 Shipping Virtual Tracks 238 COMMENCES e 243 GOMIMENCS JOS EE 243 Driving JODS from Drocesses A 246 Driving OmniRush from Sales Pro
159. 33 Industrial Super City VA 33444 As of September 24 1998 Orders placed before 3 00 PM are shipped within two business days This week only no extra charge for overnight shipping Did you know pay your invoice within five days and take a two percent discount Figure 2 The resulting merged document Location of INI Files INI files referenced by the amp Uvar merge codes must be located in the GoldMine System Directory This is the directory where the GoldMine LICENSE DBF is located The location of the this directory can be determined in the following ways a In GoldMine select Help About System and check the entry for System Files b Open the GM INI and check for a SYSDIR entry c Search for the LICENSE DBF and USER INI files in the file system Advanced INI Location OmniRush respects the GM INI tag UserINI to find the user ini in a directory other than the GoldMine System Directory However using this feature will not allow you to use constant INI files or multiple USER INI files from one template The reason for this is that OmniRush will not look in three directories for the ini files it needs By default OmniRush looks in one directory the System Directory The UserlNI tag makes OmniRush look in a second directory but it is then assumed that ALL needed INI files will be in that one location It is understood that this may well not be the case Generally all INI files should be in a single directory Network secu
160. 36 Supported Versions n 336 ADO EE 336 API ActiveX EE 294 Custom Fax Bridging s es 316 Database Driven AP 320 Pass Through SQL AP 329 AP Lo eu Sova ewe 267 Automated Processes GoldMine 247 288 B Backing Up OmniRush Automatic Z Firm DB Engine Backup 127 Using a Batch File to Shut Down 374 Backing Up Ommib ueh ossssseeseeeeeeeeeeeene 370 Backing Up SQL DB or CRM 06 378 Backup Backing Up the CRM System 339 402 Backup EE 370 Banner Fax Banner egent geesde Leieren 130 Bar Codes in Merge Documents 210 BDE Shared BDE and NT Service Operation RE 403 Brooktrout Changing io address of ISA can 349 Compaq Proliant Gervers 349 Compatibility with 64 bit PCI slots 349 DID Ordering the Phone Line na0000aa 352 DID Direct Inward Dial 347 354 DID See Alen 37 DID COJI oeae enire Raa A 355 DID Overvi W ceceeececeesteeeeeesteeeeeenes 349 Driver Installation ceceeseeeeeees 104 DTMF DD 349 354 Faxinit Manual Test 386 taxit CIG ec egeege ees ege een 349 Installation 0 eee ccecceceaeesseeeeeeeeeseeneees 104 Monitoring Fax Port Activity 00 261 Multiple Boards in One PC 349 PCI Slot Types cceceeseeeeseeeeereees 347 Supported Modelen 347 TRIOS Mann a a a 347 Troublesbootng 386 387 TUF AMG eebe eegen a 347 BrOOktrOut a rnane a a 104 BrOOktrOut cccccece
161. 3DS_BOX_1LB ZPK UPS_GND_BOX_1LB ZPK NDA means UPS Next Day Air Shipping templates are created using the interactive ShipRush software See the ShipRush Help File under Templates in the Index for steps A general rule is to keep template names short 12 characters or fewer including file extension Shipping Overrides For a complete list of overrides see the master override list Shipping templates are not carved in stone Job by job you can set the main parameters of the shipment using overrides Shipping overrides include WGT The shipment weight VAL The insured value of the shipment COD The COD amount of a COD shipment PTP is required when the COD tag is used PTP COD Payment type VTR Virtual Shipping Track Other overrides are EML Set the email address to send the notification to an email other than the database record email address 235 OmniRush Administration amp User Manual Administrative Functions There are the following types of administrative shipping jobs you might need to do 1 Delete a shipment 2 Force end of day processing for UPS and FedEx Ground Deleting Shipments Deleting shipments is easy For FedEx just schedule the delete fro with the tracking number of the shipment you want to delete E g FedEx delete frp TRK lt tracking number gt For UPS ups_delete fru TRK lt tracking number gt For DHL DHL_delete frp TRK lt tracking number gt d Note that FedEx Groun
162. 4 07 TruFax 100 R 994 113 70 994 113 50 The TR1034 is the most modern fax board available and is perfect for analog and digital installations The TR1034 is available in several configurations 2 port Analog loop start 4 port Analog loop start Various models with analog DID support BRI models 4 8 16 24 port digital models with integrated T1 PRI interface All TR1034 boards are universal PCI which can go in any 32 bit or 64 bit PCI slot or PCI Express aka PCle PCI E and PCX Multiple TR1034 boards may be installed in a PC though all must be of the same PCI type e g all universal PCI or all PCI Express omnipush does not support mixing different models of boards in the same system ura PCI boards exist in two flavors 5 volt and Universal 3 3 volt 5 volt The Universal boards are usually called uPCl e g TruFax uPCI The 5 volt versions have a single notch in the PCI connector the universal versions have two notches Most boards sold as new after September 2002 are Universal If you have a 5 volt board be sure your PC has 5 volt PCI slots S uPCI TruFax and TR1034 boards are compatible with 64 bit PCI X slots found in newer servers and PCs Orri034 boards are full length PCI boards They require a PC chassis that has room for a full length board and excellent airflow over the boards for cooling Generally this means that a server class PC must be used which is not necessarily expensive the Dell 400SC
163. 420 SC models are cheaper than many desktops Next Brooktrout Installation DID Boards DID can be done three ways 348 Technical Reference e Using DTMF DID over a regular phone line and a regular analog Brooktrout TR1034 or TR114 board requires a PBX or other device to push DTMF digits to the Brooktrout board e Analog DID is a method to do DID using special analog DID phone lines from the phone company PLUS an Analog DID capable Brooktrout board Supported by Brooktrout in North America only models listed below e Via a digital circuit T1 and the appropriate digital TR114 or TR1034 from the lists above Analog DID DID Capable Brooktrout Boards for Analog DID Phone Lines Note DID power supply required with DID analog boards TR1034 uP2C R 1 Channel Loop Start 1 Channel DID two channels total TR1034 uP2D R 2 Channel DID TR1034 uP4C R 2 Channel Loop Start 2 Channel DID four channels total TR1034 uP4D R 4 Channel DID a Note that an Analog DID channel cannot send it can only receive Digital circuits and DTMF DID allow a channel to send and receive and receive w DID Brooktrout Board Discussion Multiple Boards in One System Multiple PCI boards of the same type e g all TruFax or all TR114 or all TR1034 is supported There is a board ID selector on the board For TruFax boards the first board should be set to 0 the 2nd board to 1 etc Each board must have a unique ID TruFax and TR114 After the board
164. 454 GIOSS AY EEO TT T EEEE E EEEE E ETETE 457 ale TE 461 OmniRush EmailRush FaxRush ShipRush Server PrintRush and CashRush are part of the OmniRush family All these products are installed by a single installer and managed via a single console the OmniRush Administrator Getting Started e SIN Walk Through for new users e Quick Start Guide for experienced installers Other Resources e The OmniRush Knowledge Base to look up errors and issues Pii The OmniRush Video Library for installation and configuration walk throughs e OmniRush Community Forums for discussions troubleshooting and more e PDF version of this Help File News e What is new in OmniRush v9 e Brew amp updated documentation pages for OmniRush v9 Feedback on the documentation is welcome Please address documentation feedback to omnirush zfirmllc com Help file version Change 22053 for OmniRush v9 Quick Start Guide If you are already familiar with the components of OmniRush here are the steps to get running quickly If you are new to OmniRush take some time to read the Administration section of this help file it will save you a lot of time later 1 Install Brooktrout fax board if setting up hardware fax Install the OmniRush Server Software Install your OmniRush license or run in Demo mode Pe Configure a Database Connector module and other needed modules like Fax or Shipping 5 Configure one or more tracks to feed jobs t
165. 90 utilization for other tasks without OmniRush in the picture So how much actual bandwidth is available to OmniRush Not terribly much Even small messages may only trickle out in this situation and large messages will slow to a real crawl However 50kb or 100kb of available bandwidth is enough to get out a lot of messages under 10kb it is attachments that will be problematic At some sites everything rolls along fine in this regard until a virus worm or adware attack sucks up all the available internet bandwidth bring message transmission to a crawl Turning to the OmniRush Server some tweaking can help boost OmniRush email throughput Items to tune e Template size As mentioned above HTML and RTF file size should be monitored e For HTML anything over 30kb is large Avoid using FrontPage and Microsoft Word to generate HTML as these applications often create HTML that is much larger than necessary Tools such as Dreamweaver usually give smaller results often much smaller e For RTF anything over 2MB is large and may create a bottleneck at the merging or conversion stages See the tips on how to make RTF s small e f using the RTF to PDF merge amp email feature the PDF conversion may be the bottleneck System analysis may be needed to identify the bottleneck Make sure the OmniRush Server is at least a 1 5 ghz machine if doing conversion to PDF e Ofcourse if TIF or PDF attachments are being sent the outbound internet conne
166. 92 168 97 19 initial catalog Adventure_Works_Cycle_MSCRM password persist security info True user id sa workstation id OmniRush packet size 4096 This is edited in this fashion data source lt SQL Server name or IP address gt initial catalog lt SQL Server database name gt password lt sa password in double quotes gt persist security info True user id sa workstation id OmniRush packet size 4096 Create new index in MSCRM database Z Firm advises that a new index be added to the Microsoft CRM database Use SQL Server Query Analyzer log into the MSCRM database and execute the syntax below to create the recommended index create index zfirm_omnirush_performance on activitybase category scheduledstart At this point you should cycle IIS and log in to the MS CRM Web Client to check that the OmniRush menu option is present and working Configure Track and Document Lists Each OmniRush UI form has two configurable lookup lists Track list Document list These lists are simple text files editable in Notepad They can be edited any time and changes take effect immediately The Track list is per OmniRush form and the Document list is per track one list per track option For example the you may want the OmniRush Fax form to offer two OmniRush Fax tracks FAX and INETFAX and a list of 20 standard documents that are installed into the OmniRush 99 OmniRush Administration amp User Manual document libra
167. Brooktrout Boston configuration utility re fax module log will list DID calls where a DID lookup fails This is a useful diagnostic when troubleshooting why a specific fax is not forwarded as expected by OmniRush DID OmniRush Logic OmniRush handles DID inbound faxes using its standard advanced receiving options The logic for DID is shown here 355 OmniRush Administration amp User Manual Fax Received on Port DID nformation No No action to on received take ax Yes Find the user with the DID value that matches the fax Get the tracks set inthe On Inbound for the user If email track get the email address from the user Push the job to the track s The steps to set up DID are Analog DID line Install DID line and hardware DTMF DID xxx Set DID numbers on each user in Administrator Set the On Inbound action on each user e Test To simply put received faxes into the private inbound folder in ODMS no track needs to be selected On the user settings select Store TIF in user Fwd Folder FaxRush CRM DID Options There are two basic ways to setup DID and have CRM users get notified of a new fax 1 Internet Email forwarding In this mode all received faxes will be emailed to the recipient and faxes are handled in the email program in use ror Once the fax is received it is emailed to the recipient and may be linked to CRM contacts from the email program in use
168. C 2 ShipRush UPS Pro printing has been tested from the OmniRush Server PC 3 OmniRush is logged in to Windows as the same user that configured and tested ShipRush above By is 3 important Because ShipRush maintains its configuration under the user profile directory at a command prompt type set userprofile to see the current location For example for user Administrator this directory might be C Documents and Settings Administrator ShipRush Pro stores its configuration data in a directory underneath the user profile directory C Documents and Settings Administrator Application Data z firm llc shiprush This is significant because OmniRush requires that the ShipRush environment be operational Since the ShipRush environment is dependent on the logged in user name the OmniRush UPS shipping server may function as user A but fail to run as user B To rectify a situation in which the NT user name for OmniRush will change two approaches are possible Copy Files Approach In this approach you manually create the ShipRush run time environment For example ShipRush was configured under user Administrator but OmniRush will run as user ORUser In this case we will simply copy all the contents of directory C Documents and Settings Administrator Application Data z firm llc shiprush v3 To directory C Documents and Settings ORUser Application Data z firm llc shiprush v3 449 OmniRush A
169. CAL_MACHINE SOFTWARE Borland Database Engine setting to confirm that BDE is being pulled from a local path see the DLLPATH and CONFIGFILEO1 keys BDE Settings In many cases it is advisable to increase BDE memory settings See the technical discussion for details Attachments Directory access Attachments Directory location In many cases OmniRush will need read write create access to the attachments directory Make sure that the NT userid selected during OmniRush installation can access this directory OmniRush attempts programatically to determine the attachments directory If it makes the wrong decision or you just want to be extra sure set it manually in the SalesLogix Connector module SalesLogix Connector Creating the Module The SalesLogix Connector works with SalesLogix v4 6 on MS SQL and Oracle platforms The following should be done before configuring a SalesLogix Connector in OmniRush e Check your SalesLogix operating environment e Install the SalesLogix Workgroup Client on the OmniRush PC e Check that you can log into SalesLogix and that it works correctly e SalesLogix v4 v5 Increase BDE Memory as described here e SalesLogix v4 v5 Check the SalesLogix DLL Version on your system When these steps have been done you are ready to create the SalesLogix DBIO Module 1 Right Click on the OmniRush Server PC and Select New 2 Select Database Connector 3 Continue through Connect
170. CRM DBIO Module 1 Right Click on the OmniRush Server PC and Select New 2 Select Database Connector 3 Continue through Connector configuration Database Connector for Microsoft CRM v1 x note that MS CRM v1 x support is deprecated in OmniRush v9 0 and up Here configure the database connector with the parameters to use to connect to MS CRM 95 OmniRush Administration amp User Manual o DBIO MSCRM Bisi Type Host db i o Version 5 5 0 392 Host PC ZF DARTH IT Module started General Extended Microsoft CRM Host God codes Result codes Aliases Multi DBIO ADO connect string aj Create Server Domain Usemame Password URL override optional Test SOAP connection Help wi Apply x Cancel H Close ADO connect string Press the Create button to bring up the ADO connection string wizard Be sure to use the OLE DB Provider for SQL Server provider Be sure to save the password with the connection string Server This is the name of the MS CRM Server For example acme mscrm acme com orina flat domain environment just acme mscrm Domain Username This is an Active Directory user ID that is also a licensed MS CRM user This user should be of type Administrator in the MS CRM Deployment Manager Password The password of the username above URL Override optional setting not needed in most situations If MS CRM Web Services were not installed into the default vi
171. CRM client will not actually be used by OmniRush but this step is critical to ensure that OmniRush can access the CRM system CRM Configuration OmniRush integrates with the CRM system via database tables in the CRM system Since OmniRush works as a virtual secretary this is done via the Schedule feature of GoldMine and SalesLogix Before installing OmniRush it is wise to properly configure the CRM system for the OmniRush job types your installation will use Here is a chart that lists suggested entries to add to the CRM system for SalesLogix and GoldMine Note that entries may be a maximum of seven characters long SalesLogix In SalesLogix add entries to the To Do Category field Log into the SalesLogix sales client as an administrative user and select Tools Manage Pick Lists On the screen below select Edit 66 Administrator s Guide Pick List Manager Pick List Name To Do Category Codes Pick List Attributes gt Required entry SdlesLuuix Custom Report Regarding sales Urder status Sales Order Type Sales Process Types SQL Script Types State Tax Rates Stup Reyaiiriy Sub Process Regarding Supplier Support Form Types Template Types To Do Category Codes To Do Negarding To Do Result Codes oolbar ypes Unit Vendor World Time Zones IT Alla multiple selections IT Text must match a list item JM Sorted alphabetically IT Users cannot edit items Set Default Ir list 8
172. Connector for GoldMine requires that GoldMine be installed and operational on the OmniRush PC OmniRush connects to the GoldMine database directly via low level BDE calls and is completely compatible with GoldMine v5 x dBase and SQL Front Office Generally running OmniRush and GoldMine Sync Server Automated Processes on the same PC is workable however it depends on the workload on these components It is possible to overload the BDE which will cause all BDE applications on the PC to hang Increasing the memory settings in BDE can help prevent this but if the load is high enough or if enough BDE applications are running the limits of BDE may be reached There are a number of options on how GoldMine can be configured so here are the details Environment Item Discussion GoldMine installed OmniRush will work both ways Install GoldMine as you prefer just locally on OmniRush make it sure that the NT user you choose during OmniRush PC or centrally ona installation can access the GoldMine file system resources network SYSDIR in all cases other directories vary based on overall configuration Z Firm recommends a shared network installation of GoldMine for easiest maintenance and to keep the build consistent across the network BDE shared or local Z Firm requires that BDE be installed locally on the OmniRush Server PC Check the registry HKEY_LOCAL_MACHINE SOFTWARE Borland Database Engine setting to confirm that BDE i
173. D Identifier specifying the internal document that will be copied to the client See DocumentCheckIn for details sTarget File name complete with path of the file that will contain the checked out document 304 Developer s Guide bOverwrite Determines the methods behavior in case the target file already exists If bOverwrite is False an exception is raised If bOverwrite is True the existing file is saved to a backup file with the same name as the original but with a old extension and is then overwritten If the file is flagged as ReadOnly it is overwritten anyway See also DocumentCheckIn method and list of methods there procedure DocumentDelete const sDocumentID WideString Description Deletes an internal OmniRush document No external file is affected sDocumentID Identifier specifying the internal document that will be deleted See DocumentCheckIn for details See also DocumentCheckIn method and list of methods there procedure DocumentGetLatest const sDocumentID WideString const sTarget WideString bOverwrite WordBool Description Copies an internal OmniRush document to the client without actually checking it out For an overview on managing OmniRush documents refer to the OmniRush user guide sDocumentID Identifier specifying the internal document that will be copied to the client See DocumentCheckIn for details sTarget File name complete with path of the file that will contain the
174. D FRP COD 101 50 Ships the COD for an amount of 101 50 For UPS shipping when you use COD you may also set the PTP value also see below gt Hint Most templates can operate as COD templates just by using the COD override In most cases the template does not need to be created initially as a COD template FEDEX UPS DHL FEDEX UPS ENDICIA ENDICIA PTP lt value gt VAL lt value gt WGT lt value gt HGT pkg height WID pkg width LEN pkg Sets the COD payment type Options are 1 Any payment type cash check money order 2 Cashiers Check Money Order only 3 Cash Example UPS GND COD ZPK COD 333 PTP 1 Sets the shipment to 333 00 COD and any payment type Note DHL supports only types 1 and 2 Sets the shipment declared value Overrides the declared value in the shipping template Example use P1 BOX FRP VAL 450 Sets the declared value of the shipment to US 450 Do not use cents value is in whole dollars only Notes DHL Declared Value protection type is used Sets the weight of the shipment Overrides the weight in the shipping template Useful to allow a single template for a given class of service e g ground service many different shipments Example use UPS_GND_BOX ZPK WGT 15 Uses the specified template and sets the weight to 15 pounds In whole pounds only For U S Postal Service shipping First Class service can be measured on ounces For USPS amp Endicia shippi
175. DDEE Y MERGEFORMAT it may be formatted with the file extension INCLUDEPICTURE OmniRush sigfiles DDEE BMP MERGEFORMAT Notice that all the backslashes have been doubled This is correct and required Modify the Link 207 OmniRush Administration amp User Manual Put your cursor over the file name DDEE and click so you can edit it Replace DDEE with amp C1_OWNER for GoldMine so it now looks like this INCLUDEPICTURE OmniRush sigfiles amp C1_OWNER BMP MERGEFORMAT If the code had the BMP extension keep it if not leave it out Save the file At merge time the OmniRush sigfiles amp C1_OWNER BMP will become OmniRush sigfiles SALLY BMP or the correct name of the contact record owner This will cause the correct signature to merge The file can now be saved and is ready to test Notes When merging in text files it is important that the data coming in from the contact manager not include the extension In the MS Word merge it should then look like this OmniRush sigfiles amp C2_SIGNATURE TXT The data in the CRM SQL system would just be the file name without extension This may apply to other file formats If problems are encountered it may be because certain Microsoft service packs for Office can break the link functionality in Word Refer to Microsoft Article 330079 which is currently available via this link SalesLogix The only difference in terms of merging a signature is that t
176. DNS lacks an MX record single A record points to web and email Administrator NHANCED Merge alias configuration UI was made more coherent Add Modify functionality is now more logical NEW In merge alias configuration SQL syntax is now highlighted in a mono spaced E font and includes line numbers Sal Build 224 General 434 Technical Reference FIXED Weakness that would case the OmniRush print driver to become corrupted requiring reinstallation using the OmniRush updater This problem was inherited from FaxRush and is now resolved in OmniRush Build 222 AK GENGKraLS NEW More options on track to allow CRM history record to have less notes xxDatabase Connector Module NEW On SalesLogix can now set DBIO to create history records of different types email fax etc so that icon in history tab is correct FIXED SalesLogix in some cases would pull extension info in with phone fax numbers causing downstream operations to fail E Mail Module NEW HTML now supported in body of email NEW Super powerful HTML merging See OmniRush documentation for details Supports merge macros repeating groups and custom SOL NEW Email track option to send merged RTF and static TIF files as attached PDF files instead of native format Re
177. DTMF signalling to the Brooktrout board it means that the PBX is attached to a digital line or an analog DID line The PBX is then configured to route certain calls to POTS ports which are connected to the Brooktrout board When the call comes in the Brooktrout board answers the call and the PBX then sends some digits to the Brooktrout which FaxRush uses as DTMF identification This is the DTMF DID method Uses of DID For example say each sales rep in your firm is assigned a unique fax number Jane is 544 3125 Joe is 544 3126 Jack is 544 3127 When a fax is sent to any of these numbers the phone company sends the call down your special DID phone line When FaxRush answers the call the phone company signals the actual number dialed or perhaps just the last for digits like 3126 In FaxRush you might have 3126 configured as Joe s DID number FaxRush might be configured so that when a fax comes in for 3126 it is emailed automatically to Joe A fax to 3125 might be sent to a specific printer near Jane The concepts encompassed by DID are e Identification Each user or function has a unique phone number 350 Technical Reference e Aggregration Instead of requiring a dedicated phone line for each phone number a single phone line or a few of them receives calls for a block of numbers 10 25 50 100 or more numbers all come into a single line e Automation Since each number is associated with a user or action in FaxRus
178. Data If using the UPS shipping module of OmniRush this state data is held in the ShipRush installation on the OmniRush Server PC Use the ShipRush utilities to make backups of the shipping data Note that to enable a full system recovery the save system state feature must be used Backing Up the OmniRush Database There are two main options for backup e File system native e Z Firm utility based Both will be discussed here as well as the Z Firm suggested backup plan File System Native The most low level approach is to simply shut down the entire OmniRush system including the ZF DBEngine and backup the entire hard drive or at least the entire OmniRush directory structure This can be done with NT based backup systems and agents as well as by booting under DOS and using a tool like Ghost Ghost type backups are strongly recommended before any upgrade of either the OS or OmniRush The benefits of this approach include simplicity and completeness The downside is that OmniRush must be shut down usually via batch file Note that a batch file shutdown of OmniRush is only possible when OmniRush is run in NT Service mode Z Firm Utility Based Z Firm offers automatic and interactive tools for backing up the OmniRush Database The automatic way is to set up the backup in the OmniRush Launcher Settings This will make a safe restoreable copy of the full database as seen in lt OmniRush Root Directory gt DATA Database The copy
179. Domain are required in order to use MSCRM Workflow with OmniRush A simpler configuration is to set the Microsoft CRM Workflow service to log on under a named account This also precludes the issue of the password being stored in a text file By default the MSCRM Workflow service does not know what CRM user to impersonate so OmniRush can use the userlD PW set in the web config file An alternate system is to go into the Windows2000 Service Manager and set the logon user for the MSCRM Workflow Service to an Active Directory user that is set as a CRM System Administrator in CRM Deployment Manager Default OmniRush section in the application web config lt OmniRush gt lt add key ConnectionString value data source 192 168 97 19 initial catalog Adventure_Works_Cycle_MSCRM password persist security info True user id sa workstation id ALEX2K packet size 4096 gt lt add key TraceMode value 0 gt lt add key UserName value gt lt add key Password value _ gt lt add key Domain value _ gt lt OmniRush gt Complete list of files to install c inetpub wwwrooti activities omnirush SelectDocument aspx SelectDate aspx ScheduleResult aspx SelectContactAccount aspx or_voice aspx or_creditcard aspx or_email aspx or_print aspx or_ship aspx or_workflow aspx or_email_tracks txt or_voice_tracks txt or_creditcard_tracks txt or_print_tracks txt web config
180. Easylink debug log is back ENHANCED RightFAX OmniRush would only pass the fax number not company or contact Now company and contact are passed into RightFAX XKXDBIO FIXED RTF merging files saved with WordxXP 2002 error Zlist assertion error in line 692 resolved FIXED Problem licensing open DBIO kKXKPedExX FIXED Ground Laser Labels now print correctly Corrects for a problem introduced by FedEx FIXED FDA override code in the database now triggers a third party billing to the FedEx account specified in the FDA tag FIXED Misc fixes to the FRP generator KKXUPS FIXED If an MPS template is made in ShipRush it now works correctly through OmniRush 442 Technical Reference x Print Raster FIXED Text files are now rasterized correctly Build 308 asic and oo moo creen User_Login User_Title User_EMail User_Phone User_DID User_Faxno Go D D GD Go D D DG pp D Z x xAdministra EW A complete kit of shipment rating tools is now available with he OmniRush ommerce Kit These tools allow rating from ASP web pages Visual ther applications MSSQL Server Stored Procedures and other evelopment environments EW Merge codes that pull from the user fields in the OmniRush User User_FirstName User_MiddleName User_LastName User_PagerNum Lioness FIXED Importing html bookmarks were considered relativ
181. FIXED DBIO now pulls text out of html in cal notes so just text merges CHANGED DBIO no longer overwrites the cal loprecid field when scheduling back a failed job Build 446 General FIXED Crystal reports when sent as HTML would sometimes lose formatting NEW GoldMine v6 HTML in the cal ref field will now merge properly into fax print and email jobs CHANGED DB Connector no longer updates LOPRECID when scheduling back a failed job Commerce 421 OmniRush Administration amp User Manual FIXED Module would sometimes fail to settle at configured time when using Atomic Authorizor Di H ED Module would fail jobs when the cc charge succeeded but the N x xUniversal Client FIXED GoldMine Print to email Select Other Contact client would pull the main contact email address FIXI ga D Would not list GoldMine Groups FIXI Gl D Send on date time available on all job types T FIXED Could enter a subject longer than the OmniRush Server would support ENHANCED Faster popup time when printing to the Client NEW Ability to cancel shipments from the Universal Client job history list New option in Settings to set default deletion template AAV VOWOR EE FIXED If file name is set to test Viewer would sometimes fail to append tif to the name causing the file to be unviewable from Admin amp
182. FaxRush is the full featured fax server for CRM and SQL systems The base FaxRush system includes e Support for up to two hardware fax ports two phone lines Internet fax support RightFax bridge support Three fax tracks One database connector The OmniRush Universal Client for print to fax One print track for auto printing received faxes e One email track for emailing out received faxes ShipRush Server is the shipping server for CRM and SQL systems The base ShipRush Server license includes e Supports one shipper account on one carrier additional carriers accounts are add ons to the base system One email track for emailing out shipment notifications One database connector The OmniRush Universal Client for a simple shipping GUI Notes e ShipRush Server is for USA users only e ShipRush Server is licensed on an annual subscription basis EmailRush is the most powerful email merge server for CRM and SQL systems The base EmailRush license includes e Three email tracks e One database connector e The OmniRush Universal Client for print to email CashRush is the credit card processing system for CRM and SQL systems The base CashRush license includes Administrator s Guide One email track for emailing out receipts One database connector One credit card processing track The OmniRush Universal Client for a simple credit card GUI Notes e CashRush is for USA users only e CashRush is licensed on an annual subscription basis e PrintRush
183. For Advanced Users OmniRush can archive the documents it sends This area allows documents to be saved at various stages during processing The most frequent use of this option is to save shipping labels to disk when OmniRush is used as a parcel shipping system Bony one option should be used per track Enabling multiple options can lead to rapid consumption of disk space uake sure to have a LOT of free disk space on the drive where documents will be saved and make sure to monitor free space on this volume scieme that use these options should use a system monitoring tool to monitor free disk space The OmniRush system will automatically shut down when free space reaches 5 MB General Options Set the directory to save to and the file type Note that the file type option is best left at Default initially Only change it if the resulting type is not appropriate for your needs Advanced Options Append to File Name This allows the file name to be made more friendly by adding the recipient company name and or date to the file name Group By e The Do Not Group option will drop all files in the base directory set above in the General tab e Group by Day will create a subdirectory under the base directory for each day e Group by Recipient will create a subdirectory for each recipient company name Generate XML This option will cause a matching XML file to be pushed to disk This file will have the structure and contents as shown be
184. GoldMine File Configure Users Settings named UPS and FEDEX Put a random password on these users so no one accidentally logs into GoldMine as these users Now schedule a test job You will need a shipping template so navigate to the Documents General Shared Samples folder in the OmniRush Administrator to find the folders of sample UPS and FedEx shipping templates Go to a contact in the CRM system that has your own address on it Click for example screen shots ACT DHL ACT FedEx ACT UPS GoldMine FedEx GoldMine UPS Microsoft CRM FedEx Microsoft CRM UPS SalesLogix FedEx SalesLogix UPS You are now shipping with OmniRush See the Understanding Shipping with OmniRush section for information on how to get the most out of OmniRush Installation Initial Print Merge Server Setup Setup A typical OmniRush Print Server requires these components Modules e Database Connector Module e One Print Raster Module with default settings do not modify printer or other settings 8 GM 5DBase Connector 3 Default print module Tracks e One or more print tracks configured At least for initial setup set the track alarm options LASER 1 Default Print Test Jobs Start all modules Wait until all modules go solid green in Administrator Now start the CRM or SQL system 78 Administrator s Guide Some CRM systems like GoldMine require that you now create GoldMine users that have the same host reference as the OmniRush tracks If you cr
185. LAA CAL records for current contact that are rectype A LAC CAL records for current contact that are rectype C LAM CAL records for current contact that are rectype M LAO CAL records for current contact that are rectype O LAS CAL records for current contact that are rectype S LAT CAL records for current contact that are rectype T LU CAL records for current user LUA CAL records for current user that are rectype A LUC CAL records for current user that are rectype C LUD CAL records for current user that are rectype D LUM CAL records for current user that are rectype M LUO CAL records for current user that are rectype O LUS CAL records for current user that are rectype S LUT CAL records for current user that are rectype T SC Contsupp where rectype is C SD Contsupp where rectype is D SL Contsupp where rectype is L SP Contsupp where rectype is P SR Contsupp where rectype is R GoldMine SQL Codes OmniRush includes the following merge codes out of the box Run the sample template rep_full rtf to see most of these codes in action You can create additional custom codes as well See the section on creating custom merge codes C1 Contact1 dbf table Single record of data for current contact record All OmniRush Administration amp User Manual fields of contact1 dbf can be referenced C2 Contact2 dbf table Single record of data for c
186. Macros enter the name HelloWorld and press Create bk o bh Paste in the text of the macro Save and close the VBA editor Close MS Word Activate the OmniRush Print Raster module MONA Schedule a job to the printer with a reference line to the tune blank_page rtf helloworld 10 The print job should say Hello World on it Now every time you schedule a RTF or DOC job to the OmniRush you can specify this VBA macro to execute by using macro separators and macro name Syntax document macro_name Example olank_page rtf HelloWorld You will get Hello World as a first sentence in the blank_page rtf text Using parameters 269 OmniRush Administration amp User Manual Probably the first feature you are going to use is passing parameters to you macro VBA function All parameters should have string type and should be double quoted Syntax document macro_name param_name1 param_namexX Sample blank_page rtf HelloWorld Universe Sub HelloWorld sParameter As String ActiveDocument Paragraphs 1 Range InsertAfter Hello amp sParameter End Sub You will get Hello Universe as a first sentence in the blank_page rtf text fr5WordMacro dll What It Is amp How To Use It Once you feel comfortable with simple stuff it is time to customize some forms letters reports So the question is How can get information about current con
187. Management e Client allows navigating to a contact other than the current contact e New print to TIF rasterizer e Print to file on file system e Print to folder in ODMS e The FaxRush configuration files FAXRUSH INI FRPRIVAT INI F4INBND DBF FRQALIAS DBF F4DEVICE DBF ZADMIN EXE have moved into a centrally manageable configuration center the OmniRush Administrator and are now held in the Z Firm DBEngine part of OmniRush FRQALIAS files can be easily imported into OmniRush There is a new easy to use maintenance utility for the OmniRush database e Word2000 WordXP and Word2003 are supported on the OmniRush Server e GoldMine no longer runs as a DDE Server on the OmniRush Server e Updated Z Firm Driver for Brooktrout e Support for new Brooktrout boards including the new PCI TruFax card see section on Supported Brooktrout hardware e Some Override Codes have changed see special section on the topic e Expanded electronic documentation available as a help file with the product and on line at www zfirm com OmniRush should maintain organized and centralized documentation as the product and documentation grows e Existing old FaxRush modules are greatly expanded in OmniRush For example the hardware fax module can send network alerts to multiple users on received faxes and can even forward received faxes via email e Many many new features and modules Backward Compatibility e In GoldMine and SalesLogix environments
188. Matrix for full Server Advanced Server e Windows XP details etc e Windows 2003 e WindowsXP Server e Windows 2003 Server e Windows 2000 Terminal Server e Windows 2003 Terminal Server If Installing the FaxRush for Brooktrout TruFax or TR1034 No hardware required on Hardware Fax board workstations Other Modules e Microsoft Word version 2000 XP or 2003 is required if OmniRush is used for merge fax print and merge to pdf and email e Most modules have no hardware requirements Check module documentation for specifics The actual minimum depends on the CRM system in use First refer to the recommended not minimum hardware for the target CRM system If the CRM system requires more advanced hardware than OmniRush follow the CRM system recommendation These are minimums for a basic one or two port OmniRush server used for faxing and for no software other than OmniRush Note that when OmniRush is used with a CRM system e g ACT GoldMine SalesLogix etc the OmniRush Server PC must meet at least the minimum requirements of the CRM software which may require faster hardware than listed above Note OmniRush Administration amp User Manual that heavy workloads more than three modules or more than two fax lines may require faster hardware Recommended Minimum Server 1 1 ghz or higher 512 MB RAM 20 GB Free disk space supported operating system Brooktrout TruFax or TR1034 interface for hardware bas
189. Memberships User Variables Everyone Remove Select as Pimary Grcup Help ef Apply 2S Cencel Close a Remember the Universal Client will only make available job types for which there are tracks configured If an OmniRush system only has email and fax tracks then only those two options will be available in the Universal Client even if the OmniRush user has rights to all job types Groups Groups primarily exist to allow for easy rights management Rights to folders in the Documents tree are administered by granting rights to groups New groups can be created Users can be members of multiple groups though there is always one primary group for each user Fax Receiving DID Setup for User In the user screen in the OmniRush Administrator each user has a DID field 25 character that can contain one or more DID numbers separated with spaces Uniqueness is not enforced by OmniRush If multiple users have a given DID value the first user found will be used by OmniRush On Inbound Tab This tab controls what happens to a received fax that is forwarded to this user The fax can be Submitted to a fax print or email track Put in the OmniRush Inbound Private directory for the user 144 Administrator s Guide Up to two tracks can be assigned The inbound flowchart can be summarized 1 Is the fax port on the fax module set to forward to a user 2 If so lookup the user and see w
190. ND_BOX_1LB ZPK This will take all values from the template 451 OmniRush Administration amp User Manual In this example we override the weight setting it to 12 lbs and the declared value setting it to 1100 UPS_GND_BOX_1LB ZPK WGT 12 VAL 1100 In this example we ship COD with all the parameters coming from the shipping template UPS_COD_GND_1LB_10DOL zpk Now we use the same template but override the amount to 1100 UPS_COD_GND_1LB_10DOL zpk COD 1100 TECH REF Email Server OmniRush has a very advanced email system that can help reduce the number of bounced emails When running in Internal SMTP mode OmniRush can detect a large portion 60 85 in most cases of emails that would bounce downstream and take two actions in these cases a Fail the job in the CRM SQL database where you can report on it clean up your data or even get an alarm to call a customer to ask for the correct email address b Not forward the message so there will be no bounce Summary In Internal SMTP mode OmniRush will dramatically cut the number of bounces and make your database of email addresses easy to maintain and clean Z Firm recommends running in internal SMTP mode in nearly all cases Details The OmniRush email module can run in two modes External SMTP Relay Server In this mode you configure OmniRush with the name or IP address of your SMTP Relay server This might be a sendmail or Microsoft Exchange system
191. Network 358 Eltron Label Printer A 357 E Mail Generally 36 56 120 259 260 359 384 E Mail Module E Mail Track Configuration 139 Internal vs External Mode 452 Module Gettngs eseeeee eee 120 Technical Reference seeen 452 Validate Email Address 452 E Mail Module ce ceeeeseeeeeeeteeeeeeneeeeeees 120 E Mail Module ssaaeeeessessrrssrrreerrrnnseen 359 E Mail Module ia 452 E Mail Track Configuration 001eaeeaee 139 E Mail with OmniRush Attachment Options ssseeeeeeeeeee 36 Email Body Opttons 36 Merge to PDF Setup ssec 113 Override Codes s 274 PDF AtachMemS o cececencoenienos 36 Print to Emallsereres esineen 37 Subject Line Control A override 274 Tuning for Maximum Througput 384 E Mail with Omniush 33 F FacSys Dialing WEE 119 SE 52 ENEE SEELEN 119 FAQ Administrator 359 Server Modules seeeeeeeee 359 FAQ EE 359 Fax Brooktrout Hardware 104 349 Configure Portes 106 Create Module 104 EC EE 106 DIER e age awe lean hee 37 FacSys Integration from OmniRush 119 High Throughput Faxing eee 445 Initial Setup Walkthrough sseeeeeeeeeen 74 Internet E 117 Module Options ssseesseeeeeeee eenen 107 Monitor Fax Port Activity 0 eee 261 Override Codes for Job 274 Performance amp Throughput 379 Preventing Night Favimg 148 Receiving Auto Print Received Faxes 109 DID Direct Inward Dal
192. OmniRush supports the following GoldMine configurations a Single CAL table supporting multiple GoldMine Contact directories dBase amp SQL 88 Administrator s Guide b Multiple GoldMine installations each with its own CAL table Note that each installation must be homogeneous e g all dBase or all SQL For more information on this type of installation see the general Aliases document Note that ai may affect custom merge codes and alias based merge codes when used with SQL installations FrontRange does not support GoldMine SQL with multiple contact databases A number of GoldMine features seriously degrade when multiple SQL contact databases are used Note that both Front Range publishers of GoldMine and Z Firm strongly recommend a single contact file for all GoldMine users dBase and SQL a Note that OmniRush is licensed based on the number of databases that will be serviced concurrently Each GoldMine contact directory is a database Contact Z Firm sales for more information Background GoldMine allows multiple contact databases to be used but several issues arise when this is done both internally for GoldMine and for other applications like OmniRush When GoldMine dBase systems share one GOLDDIR and also have multiple contact directories OmniRush can service multiple contact databases with multiple database connectors When a GoldMine SQL system is split so that the GOLDDIR is in its own SQL database se
193. PDF files The file size is small and this method offers the highest throughput fastest processing per job These PDF files are nearly impossible to edit and security options can be set on the PDF files themselves using OmniRush email Track options Even if a method was discovered to edit these PDF files the edits would probably stand out visually PDF Native This method can create color or black and white PDF files File size is small to medium These PDF files are normal native PDF files with text as text These files can be edited if the recipient has the full paid version of Acrobat or other PDF tools These files are true native vector based PDF files 114 Administrator s Guide Setup Overview Setting up OmniRush for OmniRush Native mode requires no setup other than to configure the email Track to convert attachments to PDF To set up PDF Native a few steps are involved full details are below this is a high level overview a An appropriate PostScript print driver must be installed and configured on the OmniRush Server PC b PostScript to PDF conversion software must be installed and set up on the OmniRush Server PC Examples of this software are GhostScript www ghosiscript com and Adobe Acrobat Distiller Not included with OmniRush up to the user to license properly from the software publisher c The OmniRush Print Module must be appropriately configured d The OmniRush Email Track s must be set to conver
194. QL statements and stored procedures you create Aliases are managed in the OmniRush Administrator via File Merge Codes analog phone line s analog phone lines are ordinary lines from the phone company that you can plug an ordinary telephone into Analog lines are also known as CO Central Office and POTS Plain Old Telephone Service lines The technical term for an analog phone line from the phone company or PBX is FXO C Client Root Directory The Client Root is a root path for shared files created by the OmniRush Under the Client Root directory an omnirush directory is created Link files created by the OmniRush Viewer and Server will be placed in this directory COMMONDIR GoldMine Contact Directory Location or SQL database where the CONTACT and other contact directory tables can be found CONTACTDIR GoldMine Contact Directory Location or SQL database where the CONTACT 1 and other contact directory tables can be found CSID Calling Station Identification This is the name that the receiving fax machine sees as the name of the sending fax system D Database Driven A Database Driven system is triggered to process a job when a specific type of database record is created in the watched job table In GoldMine this is the CAL table in SalesLogix the ACTIVITY table In Open SQL systems it is the OR_JOBS table or similar DBIO Database Input Output This is the Database Connector OmniRush Database Connecto
195. RAM 346 Technical Reference To benchmark memory for your configuration start up all modules and use the Windows Task Manager In the Performance tab note the Total in the Commit Charge area For best performance on heavy workload systems this should display approximately the amount of system RAM or less If this number is significantly higher than physical RAM system performance will suffer on heavy workloads An Inexpensive OmniRush Server PC A decent OmniRush Server PC can be assembled for less than 500 For example for two hardware fax ports shipping printing and emailing here is an example OmniRush Server PC 1 1 Ghz CPU 512 MB RAM 20GB Hard drive Ethernet Windows2000 Professional or WindowsXP Professional If an adequate PC is not at hand a used Compag or Dell desktop of this class can be purchased on E Bay or from a number of used equipment brokers A 256MB memory module can be purchased on the web for example from www crucial com for under 70 bringing system memory up to par An upgrade to Windows2000 Professional or WindowsXP is available from regular channels like www cdw com and others for 100 200 A system of this class will handle up to two fax channels and offer decent throughput for email merge and internet fax As use of OmniRush grows faster hardware may be required Heavy duty marketing high throughput etc can be addressed with a system of these specs A faster system with 512MB of RAM
196. Requires user interaction shipment by shipment A perfect fit Can run batches of any _size without user Simple one piece shipments to masses of either by ShipRush Server or the 27 OmniRush Administration amp User Manual recipients Process Multi Piece Shipments International shipping Out of Box Integrations interaction e Appropriate only for FedEx Express and DHL MPS shipments e For MPS using UPS use the ShipRush SDK FedEx shipping to from and within Canada e Full MPS support for UPS shipping e FedEx MPS pending in next version of ShipRush for FedEx Full international support for UPS shipping ShipRush Server is available with ready to go integrations for popular CRM systems Open SQL version can be used by developers to integrate with database centric applications based on Microsoft SQL Server Oracle Pervasive MySQL and other platforms ShipRush Desktop is available with ready to go integrations for a number of CRM accounting and POS applications The ShipRush SDK can be used to integrate ShipRush into most desktop and server applications ShipRush SDK requires custom code on the part of the user The Indicators of Ad Hoc Shipping e g a candidate for ShipRush desktop e Easy install required no planning resources available or e Full shipping GUI required shipment by shipment or e Dep
197. Rush Server The correct way to remove OmniRush is 1 Run the OmniRush installer it will prompt if you want to remove OmniRush 2 Reboot if the uninstaller prompts you to 3 Then take the steps below For example if the OmniRush installer fails part way through it may then refuse to re run because it thinks that OmniRush is already on the system In this case manually remove OmniRush reboot and retry the installation Here are the manual uninstall steps 1 Shut down ZFDBEngine service 2 Delete the program files z firm llc omnirush directory 3 Run regedit and search for the following registry key Delete it if it is present HKEY_LOCAL_MACHINE SOFTWARE Z Firm LLC OmniRush this is the OmniRush data area 410 Technical Reference 4 Still in regedit search for the following registry key and delete it if it is present HKEY_LOCAL_ MACHINE SOFTWARE Microsoft Windows CurrentVersion Unin stall 6E82EB65 108D 11D4 8ADE 00A0C9497122 this removes OmniRush from the the list of installed software 5 Reboot 6 OmniRush can now be reinstalled To manually remove the OmniRush Client from a PC that only has Client installed 1 Run the OmniRush installer it will prompt if you want to remove OmniRush 2 Reboot if the uninstaller prompts you to 3 Then take the steps below Manual Client Removal For example if the OmniRush installer fails part way through it may then refu
198. Rush must print directly to the Eltron printer The Eltron print driver should not be installed Instead follow these steps 1 Create a new printer in the Printers folder on the OmniRush server 2 Select the network port or print queue that feeds the printer for direct IP printing see the appropriate section 3 When prompted for the Manufacturer and Printer select the Generic manufacturer and the Generic Text Only printer 4 Be sure to share out the printer in the Sharing tab 5 Map a virtual LPT port to this printer For example if the printer was shared as ELTRON do the following at a command prompt net use lpt3 lt pcname gt ELTRON persistent yes 6 The printer can now be set on the shipping track as type Eltron port LPT3 Eltron Zebra Thermal Printers Using with a Serial Port Z Firm recommends using the parallel port interface to the thermal printers If a serial cable is used it is advised to install the appropriate Windows printer driver for the thermal printer and use the Test Printer button on the printer in the Printers folder 358 Technical Reference FAQs Administrator FAQ Q Why are there question marks on the Module icons e g amp or A There is a problem communicating with the Launcher module See the troubleshooting discussion Server FAQ Can I set up the OmniRush Module services to autostart in the NT Services Control Panel Applet No By default the OmniRush installer sets
199. Rush will reach across the referral and grab several CONTACT1 fields for the end user record If the end user record has a pending sale it will grab that information too SELECT CL CL CLE N D BER2 RATION CL CL CLCo CL R N Give ae DDATE F BER1 mpany CL COMPANY CS CS CS CS Cl US AC CO el LA CO CREATEBY CL ERID COUNTNO NTSUPREF TLE STDATE PANY 193 OmniRush Administration amp User Manual C1 CONTACT C1 LASTNAME C1 SOURCE C1 PHONE1 C1 FAX C1 ADDRESS C1 ADDRESS C1 STATE C1 ZIP C1 DEAR C1 KEY1 C1 KEY2 C1 CREATEBY FROM CONTSUPP CS CONTACT1 Cl CAL CL WHERE CS TITLE C1 ACCOUNTNO AND CS ACCOUNTNO amp CONTACTID AND CS RECTYPE RI AND CONTSUPREF LIKE NEWS AND 8 gt DATEDIFF DAY CS LASTDATE GETDATE AND CL ACCOUNTNO CS TITLE AND CL RECTYPE Ti ORDER BY CS LASTDATE DESC All these examples can be found in your OmniRush administrator Another example is here the OCM merge alias that comes with OmniRush This SalesLogix example retrieves competitors for the opportunity whose ID is in the ACTIVITY OPPORTUNITYID field of the job record This is a compound nested join and runs very nicely thanks to full use of indexes
200. SULTCODE field which will tell you if it was successful or not FAX means the fax was successful NFX means not successful Remember that if the fax needs to be retried there may be no status for several minutes even 10 or 20 minutes The CONTHIST gt duration field has the page count of the fax Reference There are several excellent points of reference e SQL users should go to the support page on the Z Firm web site www zfirm com and search for SQL These technical documents and examples are excellent references for advanced merging e See the OmniRush job behavior override codes for more power e GoldMine Developer information to learn how to use the GoldMine DDE or DLL apis is available from these sources news gmnews goldminesw com The GoldMine Help file ftp ftp goldminesw com has example code FAQ Must the GoldMine DDE DLL mechanism be used to write to the GoldMine data files Can t I just do direct writes to the GoldMine DBF or SQL tables OmniRush itself does not require that you use the GoldMine DDE DLL mechanism However GoldMine sync requires you to use the DDE DLL mechanism and you may not get any help from GoldMine if you write directly That said some developers use GoldMine just as a OmniRush work area e g they do not really use GoldMine as such and certainly do not sync In this context you can write to the files any way you want e g ODBC BDE or other database drivers Can OmniRush merge dat
201. SalesLogix is phasing out Interbase If running the Support OmniRush only integrates with the SalesLogix v5 x and higher Client support client The integration has these limits e Print to fax only e The OmniRush Viewer does not integrate with the Support client e No ability to do a client side link of the faxed file e g create a SalesLogix file attachment to the fax e The contact name must be selected in the client The current contact cannot be automatically selected e The Support client has only been tested with Microsoft SQL Server at this time Contact Z Firm technical support if Oracle is required e Only a single SalesLogix DB Connector can exist in 90 SLGXAPI DLL SalesLogix v4 5 only SalesLogix Sync Server or other modules running on the OmniRush Server PC Administrator s Guide OmniRush Multi DBIO is not currently supported These limits are due to the incomplete nature of the SalesLogix API s in the Support client It is the installer s responsibility to maintain the correct version of this dll in the OmniRush Server directory by default c program files Z Firm LLC OmniRush Server v5 Whenever SalesLogix is updated this dll should also be updated Not all combinations are supported on a single PC See the technical discussion on software coexistence BDE shared or local Z Firm requires that BDE be installed locally on the OmniRush Server PC Check the registry HKEY_LO
202. Sall s Logik wie cise eee ENER 396 Server Modules snnnaasnnnnnenn nn eeen neee 359 HL E 386 Updater uu90 ENEE deine chee 71 Troubleshooting A 414 U Uninstall Manually Uninstall OmniRush 410 Uninstall OmniRush from Installer 411 Uninstall maaana iranan 410 Uninstall Omniueh 410 United Parcel Service cccceccseeeeeeees 53 Universal Client Access to Different Job Types 143 IMtHODUCTION sie PTA 250 JOD POW EE 251 Universal Cent 250 WPOate secreted IA E TE 71 Upgrade From FaxRush to OmniRush FaxRush Upgrade Checklist 63 Upgrade from FaxRush PRANING EE 62 Upgrade from FaxRuSh ee 62 From FaxRush to OmniRush aaaaaaaa 62 Upgrading OmniRush Steps 71 Upgrade EEN 71 UPS Label Printer sessssesseseneneenesennnneneenne 124 OmniRush Features Reference 123 Override Codes 0 00 cceeceeeestteeeessteeeees 274 Performance and Throughput 381 Heouirememts 124 Shipping Module Configuration 124 Technical Reference s 446 Track Contftguraton 135 UPE aE AA teens 53 User Variables Advanced Merge for GoldMiNe isiin 212 Users Automatically Created from CRM 142 On Inbound Tab 144 Private Path 142 Universal Client Job Types 0se00 0 143 Updating Full Name eee 142 Utilities Fax Port Monitor 261 FRSDBUiIS E senenn gaa 370 FHbMaimtaim 370 373 n UE 59 Vv VBA Best Practices
203. Server PC see the discussion In many cases a dedicated PC is not required to run OmniRush Powerful server PC s can run other applications in addition to OmniRush See the Software Coexistence matrix for more information Recommended Minimum Server for Heavy Fax Loads 2 ghz or higher CPU 1GB RAM 40 GB Free disk space supported operating system Appropriate Brooktrout fax board or internet fax account System is dedicated to FaxRush Other Requirements TCPIP must be installed on the Server PC See section on networking for details Internet connectivity from the OmniRush Server PC is required See discussion in Internet Connectivity Modules may have specific hardware and software requirements See the section on the module for specific requirements The OmniRush Server Installer requires that a local C drive exist on the OmniRush server and that this drive is available for read and write The PC Name length is limited to 18 characters If the PC name is longer than this shorten the name and reboot before installing OmniRush Related Software Required IE5 or higher must be installed Office2000 Office XP or Office 2003 is required for merge fax merge print some merge email functions only the Microsoft Word portion of Office is needed Optional ACT 2006 aka v8 2007 aka v9 or 2008 v10 Standard or Workgroup using either MSDE or SQL Server GoldMine v5 x or v6 x dBase or SQL click here for SQL deta
204. Settings Job Document Defaults a lot of disk space may be consumed quickly The OmniRush system will shut itself down perhaps crudely e g interrupting jobs in progress if free space falls too low even briefly Generally 100 MB free space is the absolute bare minimum for OmniRush operation and depending on settings especially keeping job documents OmniRush disk consumption can grow very very quickly NT Account for Service Login When installing OmniRush you are prompted for an NT account and password This account must be administrator equivalent as it will be automatically given the log on as service privilege on the OmniRush Server PC This account will be used by all the OmniRush Server Modules except Launcher The account must be able to access network resources required by OmniRush such as e Network printers e Shared directories such as the SalesLogix Sync directories and GoldMine directories 373 OmniRush Administration amp User Manual If the password to this account is changed OmniRush modules will fail to start There are two ways to update the password used by the modules A Run the OmniRush Administrator on the OmniRush Server PC Right click on the Server PC under Modules and select Launcher Settings The username and password can be set here B Use the NT Service Administrator to manually update the login ID and password for each OmniRush module Note that if B is done A should be
205. ShipRush GUI 447 OmniRush Administration amp User Manual ShipRush v3 Pro Network Client installed in Stand Alone mie ShipRush v3 Pro ShipRush v3 Network User Multi Use OmniRush Centric OmniRush and the ShipRush UPS Pro server are all on one PC Shipments are submitted via CRM SQL system and the ShipRush GUI User ShipRush v3 Pro Server installed e in Gre E ShipRush v3 Network User OmniRush Server ShipRush v3 Network User 448 Technical Reference LI of the options shown above result in a single end of day and manifest for all OmniRush and interactive ShipRush users If separate end of day processes are desired for each process then OmniRush should use the first setup above Stand Alone and interactive ShipRush users should either use ShipRush Basic Edition or ShipRush Pro Edition with the ShipRush Pro Server on its own PC e g a PC other than the OmniRush Server PC Advanced Configuration Steps It is advised that the ShipRush Client on the OmniRush server be set to use direct ADO database access to the ShipRush server This is advised in all configurations even when the ShipRush server is installed on the OmniRush server Operating Environment OmniRush is consuming the ShipRush UPS Pro SDK This means the following 1 ShipRush UPS Pro either Network Server or Client if ShipRush v3 Pro Server is installed elsewhere on the network is installed and operational on the OmniRush Server P
206. Software are provided to you under license Copyrights and acknowledgements are found in the Software help file Revision 8 Date 2006 04 11 Archive OmniRush V1 Documentation EU Documents license license txt Introduction Product amp Concepts Greetings Thank you for choosing OmniRush Z Firm s premier automation server OmniRush is designed to automate your office and business operations in new ways Z Firm s goal is simple Make the computer do the work We hope you have as much fun using OmniRush as we did making it and we look forward to working with you The Z Firm Team Why OmniRush Office Automation The Old bad Way In the old days your fax mail merge shipping and email applications stood alone Some limited integration was available but few if any of the applications really worked together to make using a 14 Administrator s Guide computer fun or easy Too often we find ourselves cutting and pasting and referring to multiple applications to deal with a single customer or transaction Multiple applications little or poor integration What a drag The OmniRush Way OmniRush sees things differently First OmniRush puts the functionality on a server PC so your workstation does not have to do all the work This lets you stick to your job while a PC in the corner does all the crunching It also means that OmniRush services can be rolled out to the entire network without installi
207. The password is defined at installation default installed value secret See also ServerName SystemLogin UserLogin UserPassword Active properties UserLogin String Design time r w This is the login name of a valid OmniRush user The same as would be needed to log into any OmniRush client application You can use the built in ADMIN account See also ServerName SystemLogin SystemPassword UserPassword Active properties UserPassword _ String Design time r w The password associated with UserLogin The built in ADMIN account has no password See also ServerName SystemLogin SystemPassword UserLogin Active properties 301 OmniRush Administration amp User Manual Value String Run time r o This property contains the record ID associated with the current active node in the tree view It is required as parameter for job creation methods in frapi Most methods can use CurrentPath or Value interchangeably See also CurrentPath property ViewMode Integer 4086 Design time r w Specifies which branches should be visible in the TreeView The following values may be combined using simple addition or logical OR 2 show Tracks 4 show Groups 16 show Modules 32 show Users 64 show Shared Document Folders 128 show Inbound Document Folders 256 show Private Document Folders 512 show General Document Folders 1024 show Document Objects
208. U s 1 gt activities omnirush or_email aspx s 1 gt ties omnirush or_ship aspx CU s 1 gt Url activities omnirush or_voice aspx s ca toolbar 0 s ra ta Cu s 1 gt sh or_creditcard aspx PassParams 1 atu s 1 gt Url activities omnirush or_print aspx s toolbar 0 status 1 gt These blocks need to be merged into the isvconfig cfg file Modify direct access SQL connection string OmniRush uses direct database access for certain operations in an MSCRM supported fashion It is required to set the ConnectionString key in activities omnirush web config to a valid ADO connection string including password so that the OmniRush UI can connect to the SQL Server note Z Firm advises that SQL Server be set to allow SQL Server amp Windows authentication This can make managing the connection easier Click here for the steps to check or change this setting Click here to see the web config that is installed with OmniRush The part of this that must be modified is 98 Administrator s Guide lt add key ConnectionString value lt ADO Connection String gt gt This section must be modified with an actual connection string The information needed to create this string is e SQL Server name or IP address e SQL Server database name where your CRM system resides e sa user password The ADO connection string in the example web config is data source 1
209. UPDATE installer c Completely shut down OmniRush before running the installer Stop all OmniRush modules Exit all OmniRush client applications on workstations and stop the OmniRush Launcher service d Run the update installer on the OmniRush Server and on client stations It is critical that the same build of OmniRush run on the Server and Client stations Always update all of them together i Client systems can be updated silently for prompt free updating Use two command line switches on the single file updater a A Example OmniRush_v6_UPDATE_Build_400 exe a A On the Updater setup exe use just the A command line switch to trigger a silent installation Example syntax server share software OmniRush new_version setup exe A If the single file updater was installed the setup program can be extracted with these steps Troubleshooting an Update The Server updater will require that all connections to the ZFirm DBEngine be closed The Updater displays the connections so that users can be asked to exit the OmniRush applications As server modules and client applications exit OmniRush they will automatically disappear from the list You cannot proceed with the update until all connections have closed Note that all Server modules must be stopped and the Launcher completely shut down If you have shut down all clients and modules and have shut down the launcher and a connection is still listed there is a bung connecti
210. Updating Upgrading the OmniRush Program Files Quick Links Upgrading OmniRush version upgrade 71 OmniRush Administration amp User Manual Updating OmniRush maintenance update within the same major version Running the Client Update Silently Upgrade FAQs Version 8 Readme Upgrading OmniRush version upgrade omnirush v8 requires a v8 OmniRush license Installing the OmniRush v8 upgrade onto a system that is not appropriately licensed will disable the OmniRush Server Or is crucial that v6 x and v7 x client software not run against the version 8 server In some cases this can cause data corruption The steps to upgrade OmniRush are 72 a All production systems should make an off line backup of the OmniRush server hard drive using Ghost Acronis or similar technology b Shut down all OmniRush modules including launcher and the Z Firm DBEngine Service and make a copy of the entire OmniRush data directory to a backup location Download the Update installer for OmniRush c Start the Z Firm DBEngine service open Administrator install your version 8 license in Administrator go to File Licensing Load License File d Exit Administrator run the v8 upgrade installer on the server e After upgrading run the Administrator on the OmniRush Server PC check that modules will start properly Confirm that existing configuration moved smoothly into v8 f For safety stop all OmniRush server modules including launc
211. Use OmniRush s built in or custom merge codes Use any html editor FrontPage DreamWeaver etc Merge any database data into the email may require that custom merge codes be created Send the html either in the body of the email or as an attachment Use the same merge code library that is used for print and fax User s Guide The overall steps are e Create the html to send e Import the HTML file into ODMS e Schedule it from your CRM or SQL database HTML Planning the Content The merged HTML sent by OmniRush can be included in the body of the email message or sent as an HTML file attachment to the attachment This is controlled by the track settings of the email track used OmniFush is optimized to allow existing HTML from websites to be turned into email merge with a minimum of effort The main consideration is the HTML itself The HTML may be custom created for email purposes or it may be an existing web page that is sent out In all cases the nature of the links to graphics and to web pages in the html requires attention Since the HTML will be local in the email reader or as a file attachment to the email relative links will not function All links to graphics and web pages must be fully declared For example images logo gif will not work products htm will not work http www acme com images logo gif will work http www acme com products htm will work When html is imported into ODMS the OmniRush Admi
212. VBA example zfGetSymbolData regarding getting stock news and quotes e Graphics output Custom labeling highlights and annotations can be driven in VBA code to make the document conform to your company s look and feel VBA Document Processing in OmniRush VBA Document Processing VBADP allows your custom VBA to execute on the merged documents This allows for super powerful merging and document processing VBADP is for RTF merge forms sent via print fax or not sent out at all Normal OmniRush document processing without VBA With VBADP Job is triggered in database OmniRush merges the document with or without custom merge codes Document is sent via print fax or email or discarded Job is triggered in database OmniRush merges the document with or without custom merge codes Your custom VBA is executed on the document Document is sent via print fax or email or discarded VBADP allows you to specify on the job record itself in the database the VBA macro to run and you can also pass parameters to the VBA function What can be done with VBA Anything You have complete programatic control and can insert text compile dynamic documents insert conditional copy save the file to HTML and upload to an ftp site simply anything you can code in VBA for MS Word And it is all done dynamically at run time controllable from the database record that triggers the job Next Getting Started with VBA
213. Viewer x Shipping FIXED FedEx shipping to Canadian destinations is fixed FIXI Gl UO oe Registering Canadian FedEx accounts is fixed FIXED Airborne in test demo mode now prints the TEST info on the label FIX Gl UO oe Airborne shipments with declared value gt 5000 now work General FIXED FR5DBUtils would pause for long periods when exporting large OmniRush databases FIXED FR5SDBUtils when set to zip output would leave FPT files in the output directory and not in the zip 422 Technical Reference Universal Client FIXED Send On option for non fax jobs is now available NEW Now allows attaching of HTM and RTF documents but will prompt that merging will not be done on them Print Raster FIXED Some PDF s when sent to a printer would print out huge AKAM DOWER NEW Setting related to sending faxes out as emails Allows the email subject to be set to either fax description current behavior default or pages CSID NEW Setting to allow Viewer to auto create child folders by date Helps organize received faxes k Tnstaller NEW SalesLogix v6 option in the installer NEW Installer tests for server operating system and warns if lt gt in2000 Build 441 Reversioned to OmniRush 6 0 General gt gt gt gt gt gt NOTE NOTE NOTE CHANGED SYSTEM REQUIREMENTS The OmniRus
214. Widget user Gidget gidget brochure rtf gidget pricing ttf resellers near you rtf reseller Widget reseller Gidget gidget brochure rtf gidget pricing rtf reseller policies rtf gidget brochure rtf gidget pricing rtf reseller policies rtf resellers near you rt widget brochure rtf widget pricing rtf i os Notice that the user Gidget has resellers near you rtf and the reseller Gidget folder has reseller policies rtf Brow the package can be scheduled to fax print or email by scheduling the whole folder For example to send the user Gidget folder schedule this user Gidget zdf ZDF stands for Z Firm Document Folder In this way kits of documents can be built and easily scheduled and maintained axRush v4 style FRP packages are also supported in OmniRush FRP packages are text files with the FRP extension user gidget frp You create these files using Notepad or some other text editor An FRP can reference internal files ODMS files External Files on the file system or any combination An FRP file is just a list of file names with optional UNC paths to reference external files in directories other than the default Document Import Folder An FRP open in Notepad might look like this gidget pricing rtf gidget brochure pdf server share sales lit reseller list rtf gidget leads program rtf Note that the file with the space in the file name is quoted All
215. Workflow MSCRM Workflow is very rigid and does not allow access to many of the Activity fields from the Workflow UI MSCRM field Optional Required OmniRush field for OmniRush job Recipient required Contact Location Fax Email override Subject required Reference line Category required Notes Notes Due Send On SubCategory Result code From the Workflow manager new activity screen there is no way to specify a Category field which is required for OmniRush The Post URL action gives access to Z Firm custom code to drive Workflow and offers additional features not available from MSCRM Workflow like in advance scheduling Advanced configuration options Advanced configuration options are located in the lt OmniRush gt section of the c inetpub wwwroot activities omnirush web config Configuration key Default Description value TraceMode 0 Set to 1 if to prevent OmniRush from masking the MSCRM error When set to 1 the default MSCRM error screen will be used It has more information but looks ugly and requires configuration in wwwroot web cofig lt add key DevErrors value On gt 101 OmniRush Administration amp User Manual UserName lt empty gt Workflow username Password lt empty gt Workflow password Domain l lt empty gt Workflow domain RefLineSeparator lt I gt Reference line separator for shipping commerce jobs The keys for UserName Password
216. Y CONTACTID e GoldMine ACCOUNTNO e MSCRMv3 ContactBase ContactlD e Open SQL OR_Jobs ContactID for the current job amp ACTIVITYID Corresponds to e SalesLogix ACTIVITY ACTIVITYID e GoldMine CAL RECID e MSCRM v3 ActivityPointerBase ActivityID e Open SQL OR_Jobs JobID for the current job Merge aliases can contain SQL queries of any complexity and even can call stored procedures It is possible to merge opportunity sales order and other data as well as merging from custom tables To illustrate here are some example merge codes that are included with OmniRush The built in OCI merge code for SalesLogix has this SQL query SELECT FROM AC ACTIVITYID amp ACTIVITYID OPPORTUNITY OP ACTIVITY AC LEFT JOIN LEADSOURCE LE ON LE LEADSOURCEID OP LEADSOURCEID AC OPPORTUNITYID OP OPPORTUNITYID This query pulls the OPPORTUNITYID off the job record in ACTIVITY and then goes and grabs lead source data from that opportunity For this to work the ACTIVITY record better have the OPPORTUNITYID field populated Here is an even more complex query also in the OmniRush box this time the LF7 merge code for GoldMine This query is used when end user records are tied to the reseller records with a GoldMine referral In this query OmniRush will look for referral records in CONTSUPP that have been created within the last seven days and that start with the word NEW Omni
217. a a E TAT A E TOE A 60 Installation Quick Start Guide 60 Before InstallatliON ebessen ege dee ee ee eege 62 Planning an Upgrade from FaxRush AA 62 Checking Your System cccccccccceceeeceeeeeeeeeeceeeeeeeaeeeeaeeseaeeeceaeeseaaeseeeeeseeeesaeeseaesseneessaees 63 maal Omme US Mises ccs a a eenegen Eeer 69 Eeer E 69 Client Utilities Installation cceccce cee ceeseeceeeeeceeeeeceaeeeeaeeeeeeeeseaeeesaaeeseaeeseaeeescaeeesaeseeeeeseaees 71 OmniRush Administration amp User Manual Updating Upgrading OMNIRUSHN cccccceeeceeceeceeeeeceaeeeeaaeeeeeeecaeeeeaaeeseaeeseeeeseaeeesaeeseneeenaees 71 Updating Upgrading the OmniRush Program Files sete eeeeaeeeeeeseeeeees 71 Configure OMNIRUSHN iesea introna kieran kiio an aana aaea p aoea aa ea Aaaa an ea ada eaae iann aata 74 New Installation Initial Configuration amp Testmg 74 Installation Initial Fax Server Setup ccccecsccceeceeceeeeeeeeeeeeeeeseaeeeeaaeeseneeseeeesaeeesaeeeeeeeeeas 74 Installation Initial E Mail Server Getp 76 Installation Initial Shipping Server Setup cc ccececeeseeeceeeeeeeeeeeeaeeeeaeeseeeesaeeesaeeeeeeeeeas 77 Installation Initial Print Merge Server Setup cccceesseeeeeeeeeneeeeaeeeeaeeseeeesaeeesaaeeeneeeeaas 78 Configuration Quick Start Guide ccceeececeeeeeeeeeeeeeeeeeeeeeeeceeeeesaaeeeeaaeseceeeseaeeeseaesseaeeseneeeeaas 79 Global Settings n rran ete wus scence shi A a veces been ay ae sta EEE AA A EE EROR 79
218. a from my inventory database on our SQL Server Yes If you run the SQL version of OmniRush against a SQL GoldMine OmniRush can query other databases on the same SQL Server for very sophisticated merging See the tech doc on Custom SQL Merging on the OmniRush web site 287 OmniRush Administration amp User Manual When a fax job fails want it to print so we can just put it in the mail How do I do that If OmniRush is set up to print to a network laser printer this easy to do Say you have a GoldMine user LASER that points to laser printer in OmniRush Make the record as follows CAL gt REF document rtf FRBU LASER CAL ACTVCODE FCR This will cause failed jobs to automatically be printed by OmniRush Driving OmniRush from GoldMine Automated Processes This section assumes familarity with GoldMine Automated Processes GoldMine can trigger OmniRush jobs from AP by scheduling Other Actions to the appropriate OmniRush Track e Create a new event in the AP Track e Make the action a Schedule Action type Other Action e Set the Event properties as follows Event Properties Ea Evert Evert Description Sequential Sequence KI fF ax Are You Happy vath dome note e Preemptive H 40 Trigger Trigger orn HM Attempt to tigger only once oh History Activity D Options f Troos Fite E 23 Perform Action S chedda Activity D Dos Note the only important setting above is the Action The other settings will
219. ack Host Reference how the job is tagged in SQL or CRM database to identify it as an OmniRush job e Track Type print fax email etc e Specific Settings E g for a print job the track defines the printer the job will be printed on For a fax job the track defines what fax hardware will be used for the job e g a specific Brooktrout port internet fax etc Jobs are submitted to tracks and are managed via the track administration screen not the module Several tracks may feed a single Server Module or only a single track may feed a given Server Module A module must have a track in order to feed it jobs In the context of CRM integration the track s role can be pictured as follows 18 OmniRush Track defines attributes of Job Track Host Reference Administrator s Guide The Host Reference refers to how records in the CRM system are identified as OmniRush jobs Every track has a Host Reference setting Host reference This flagged value d calculated _ SC automatically by o E Auto generate OmniRush and cannot be changed This is the host reference that OmniRush will look for in the CRM system You can type your own value here by clicking in the field In SalesLogix the Activity Category field maps to the host reference as shown in this screen shot 19 OmniRush Administration amp User Manual Schedule To Do xX General Recurring Activity Times
220. actid Since the SELECT statement is for SELECT all fields from the CONTACT table are available The _ in sCT_Firstname is the separator between the table alias and the field name Firstname references one of the fields that comes back from the SQL query Any and all fields from the query may be used as many times as needed in the merge document Types of Merge Codes Merge codes come in the following flavors Simple Simple merge codes contain a single piece of data for the entire document An example is Company This is the job recipient company name This code can be used once or multiple times in the document It can be placed anywhere in the document e g in a table frame header paragraph etc All macro merge codes are simple merge codes Table oriented merge codes are also simple if the table alias refers to a single record An additional class of simple merge codes are the job detail merge codes Repeating Group Repeating group merge codes reference one or more records Multi record table aliases must be handled as a repeating group in the merge form Repeating groups are placed into the document as a Word Table with a couple of special tags to flag the data as a repeating group Click here for an example of repeating groups Macro Merge Codes The simplest merge codes always ready easy to use Alias Based Merge Codes Alias codes are based on SQL queries OmniRush includes dozens of alias based codes out of t
221. agreement with Z Firm LLC for any reason Z Firm LLC may at its discretion terminate the license of Customer to use either Software or the Third Party Service feature s of Software Such termination incurs no obligation on Z Firm to compensate Customer in any way Customer assumes the risk of potential Third Party Termination and indemnifies Z Firm LLC from any and all claims that may arise from either Third Party Termination or a termination by Z Firm of the license to use Software that arises from such Third Party Termination 3 4 Additional Restrictions Upon paying for the Software Customer will receive a set of Keys consisting of license numbers license key files and media which when installed will allow access to the Software by the number of named or concurrent Users permitted by the specific licenses granted Customer agrees not to disclose these Keys or share the media with third parties or attempt to make any use of the Keys to expand the number of Users who may access the Software in excess of the licenses granted If Customer wishes to expand the number of Users or features Customer may purchase additional licenses from Z Firm LLC or an authorized reseller Additional License s will take the form of additional Keys provided to Customer by Z Firm LLC or authorized reseller 4 CONFIDENTIALITY OF SOFTWARE Customer acknowledges that the Software is proprietary to and a valuable trade secret of Z Firm LLC The Software Documentat
222. al like an accountid or other database ID that will be used to drive the Crystal query OmniRush can pass any of the OmniRush Macro Merge Codes or an alias based Custom merge code as a parameter Take these steps in the report 1 Create the Parameter field see the steps here 2 Now inthe Report Select Expert and elsewhere the parameter can be used to control the data queried for the report gt If using an alias based merge code the code must return just one value not multiple rows 166 User s Guide Onote that if a Crystal Report uses internal parameters to pass values to subreports or other elements these internal parameters should not use the underscore character _ OmniRush Example Merge Forms When OmniRush is installed several sample merge forms are also installed These can be scheduled to see what OmniRush can do and they also serve as good starting places for your own merge forms There are a selection of RTF HTML and RPT sample merge forms Run them through your system to see how they are merged and delivered by OmniRush You can see the merge forms in the OmniRush Administrator or on the file system In the Administrator navigate down the Documents branch to the Samples folder The samples can also be seen on the OmniRush Server hard drive in the Examples Imported Merge Files directory Merge Forms Best Practices 1 Create amp edit merge forms in the same version of Word that is install
223. al Unsubscribe asp contactid amp C1_Account will be merged to http lt someurl gt local Unsubscribe asp contactid 951 129325935 amp UserFullName Sally Jones Full name of job creator SALLY Short login name of job creator amp JobID MJ1FGQWZHOVGCLI This is the OmniRush internal job ID amp ActivitylD 9CXCY2A B6 lt lt 9 This is the Activity record ID from the host database SalesLogix Activity ActivityID GoldMine Cal ReclD SQL OR_Jobs JOBID amp ContactID 96102370324512948Z This is the Contact record ID from the host database F SalesLogix Contact ContactID GoldMine Contact Accountno SQL OR_Contacts ContactID amp CompanylD AC83838383838 This is the Company ID from the host database SalesLogix Account AccountID GoldMine Contact Accountno SQL OR_Contacts CONTACTID Job Detail Merge Codes Job detail merge codes are available in RTF and HTM merge documents These codes pull information from the OmniRush User Setup screens onto the merge documents amp User_Login amp User_Title amp User_FirstName amp User_MiddleName amp User_LastName amp User_EMail amp User_PagerNum amp User_Phone amp User_DID amp User_Faxno GoldMine dBase Codes Codes for GoldMine dBase are pre configured in OmniRush dBase merge codes cannot be customized or configured Most available codes can be seen in action in the rep_full rtf sample template The available codes are C1 Contact1 dbf table Single recor
224. alesLogix major version slgxapi dll that you indicate during installation If the SalesLogix system is a service release or minor release of SalesLogix 5 0 is a major release 5 2 is a minor release the correct dll version will need to be installed on the OmniRush server PC see steps below 343 OmniRush Administration amp User Manual Contact your SalesLogix reseller or SalesLogix technical support if there is any question on the correct version for your environment Steps 1 Shut down the OmniRush SalesLogix Connector module 2 Search the entire OmniRush Server hard drive for slgxapi dll 3 Any copies found in the search path should be moved out of the search path 4 Copy the known correct slgxapi dll from your SalesLogix installation files to the OmniRush server directory default c program files Z Firm LLC OmniRush Server v5 1 Or open the SalesLogix Connector in the OmniRush Administrator and set the path and file to the Slgxapi dll this must be a local path Known DLL Versions Version Comment 4 0 0 0 Original SalesLogix v4 0 release 4 0 2 1 SalesLogix first Service Release 4 1 1 0 SalesLogix v4 1 5 0 0 1545 SalesLogix 5 0 initial release SalesLogix net v5 Known Issues The following has been reported by other SalesLogix developers Z Firm has not observed this problem with OmniRush and SalesLogix NET v5 This is purely FYI The initial release of the SalesLogix net v5 API DLL u
225. allows documents to be imported easily and for documents to be attached to emails etc quickly Features Bragging to Explorer Just drag to or from Explorer or an Explorer compatible application like Outlook and the file is put in the drag target Dragging to GoldMine GoldMine is a special case While it is drag enabled it only takes a link to a file e g GoldMine stores the path and file name not the file itself By default you must use the middle mouse button to drag to GoldMine from the OmniRush Administrator OmniRush can handle the situation two ways 1 If the file is flagged as Internal managed by OmniRush OmniRush creates a ZID link file in the Global Client Root path this is a global setting in Administrator 2 If the file is flagged as External master file is on file system OmniRush passes a link to the external file to GoldMine Note that in mode 1 above GoldMine Links and internal email can be done but attaching the file to an internet email will not work properly because only a link to the source document is made 155 OmniRush Administration amp User Manual For GoldMine drag behavior is controlled by the mouse buttons The default behavior is e The left mouse button drags lt Explorer Style gt e The middle mouse button drags lt GoldMine Style gt This behavior can be modified in the Administrator File Settings area Note Dragging lt Explorer Style gt to GoldMine doesn t
226. alue gt Sets the purchase order number for the transaction Example CARD PO 747474 SalesLogix Driving OmniRush from Sales Processes A powerful feature of OmniRush is its integration with Sales Processes Processes can trigger all OmniRush job types by either e Calling a VBA script that creates the appropriate ACTIVITY record e Scheduling a to do The VBA approach is discussed in the next page Here we discuss how to create a Process event that will trigger an OmniRush job Note that this technique can also be used to schedule jobs to a group of contacts Create a single event Process and attach it to the desired group then process all events Creating a Process Event to Drive OmniRush e Open the SalesLogix Architect e Create a new Process e Drag a To Do event onto the workspace e Configure the event along the lines of the following 280 Developer s Guide Schedule To Do For Task Name ToDo Gi Process owner Regarding widget_promo rtf C User who assigned process Activity Notes User who scans process ry Ee Pick user Time Lapse T Display Ready for Execution dialog V Don t wait for task to complete continue to next task I Do not schedule record as history IV Automatically schedule do not prompt user Activity Scheduling I Schedule o days after triggered Alarm fis Start 3 00AM Duration 30 minutes Si Minutes EMAIL Category
227. an annotated schema 322 Developer s Guide To trigger ajob Inserl a record in OR_Jobs thal has lhe appropriate relaled records in OR_Contacts and OR_Users ResultCode TrackRef OR Users can pi KATA UserLastBy Setatic j a H OR_Users FirstName record can be gece FirstName used for all jobs EE MiddleName OR_Users is EMail Phone FaxNo Address1 LastName EMail Phone FaxNo primarily useful for fax and email jobs where you want tne From information personalized by job CortactID Reference Notes ResultCode TrackingNumber TrackRef UserLastBy Default behavior Completed jobs are deleted from OR_Jobs and moved to OR_JobHistory Failed jobs stay in OR_Jobs with the TrackRef set to MASTER and the error message in OR_Jobs Notes This can be changed so that all jobs go to OR_JobHistory by changing the track settings to complete failed joks instead of scheduling back OmniRush Administration amp User Manual The overall logic of OmniRush when integrated with your database application is the same whether stored procedures or pass through SQL scripts are used graphic below mentions SQL Script in a stored procedure environment e g Microsoft SQL Server amp Oracle there is no script all the database code are in the stored procedures Look up recipianl in the Contact Accaunt Data Table contact company address phone email etc for the recipient of the job Your A
228. anual Create the database with created sa Populate the database with test_data sq In OmniRush create a new DBIO module Create the ADO connection string to connect to this new database Pull in the dbio_script sql file Create test jobs to test the system see test_data sql for examples of different jobs SO GI COUN Implementation To integrate with your database there are a few approaches you can choose from 1 Adapt the sample SQL script dbio_script sql to query from and post to your tables Create new or_jobs and or_jobhistory tables and use a hybrid of your existing tables and these job tables Adapt dbio_script sql to talk to this hybrid 3 Create all of the sample tables from Created sol in your database and code your database to duplicate contact data into these tables as needed Then the dbio_script sql can be run unmodified Each script in Open Database Connector represents an action template that will be populated with specified parameters and executed against your database Script parameters are written by putting simple text merge codes in the SQL script body The OmniRush SQL Editor has a list of available merge codes to access the editor launch OmniRush Administrator and go to Database Connector Module settings Open API ADO Host tab SQL Editor At runtime merge codes will be replaced with string representation of the requested parameter Merge code example In order to get list of new jobs Open Databas
229. any are a mix of each History of Z Firm Document Management To best understand ODMS a quick overview of FaxRush v4 document handling is appropriate In FaxRush v4 all files were kept on the file system typically in the outfax directory A file would be scheduled in one of the following ways Document scheduled to FaxRush Action taken by FaxRush file rtf or file tif FaxRush would look in the user s private directory no path just a file name then in outfax If not found in either place the job will fail because document cannot be found server share dir file rtf FaxRush tries to get server share dir file rtf If it full path specified succeeds the job goes if the file does not exist or cannot be accessed the job fails This system has the benefit of being simple easy to understand and easy to use However over time the outfax directory gets extremely cluttered Also while it is easy to centralize document administration it is not easy to distribute document administration across several people without required heavy use of FRP files The system described here is still supported by OmniRush Files in the file system are referred to as external files internal files are those managed by ODMS The outfax directory is now referred to as the Default Document Import Folder In other words outfax is the default place to look for files when no path is specified and the document has not been tagged a
230. ard or Workgroup using either MSDE or SQL Server GoldMine v5 x or v6 x dBase or SQL click here for SQL details aka GoldMine Front Office GoldMine Sales amp Marketing GoldMine Business Contact Manager or similar GoldMine v7 x and GoldMine v8 aka GoldMine Premium Edition on SQL Server click here for SQL details Administrator s Guide e SalesLogix v4 SalesLogix2000 or v5 x SalesLogix net v6 x v7 x e Microsoft Dynamics CRM v3 e Oracle Microsoft SQL Server Pervasive or other SQL database for Open DBIO integration custom programming and integration is the responsibility of the customer not Z Firm 0 OmniRush is going to integrate with ACT GoldMine or SalesLogix then the contact manager must be installed on the OmniRush Server PC with all required database drivers and client configuration to attach to the production database Always install the CRM client software and test for proper operation before installing OmniRush omninush licensing controls what systems OmniRush can work with and more OmniRush License Acknowledgements Credits amp Disclaimers Disclaimers Z Firm LLC hopes that you find OmniRush a valuable tool for automating your business and that it makes your CRM investment even more useful However neither Z Firm nor anyone else promise that it will work for you If OmniRush does not work or leads to emotional physical material ephemeral real imagined regular or intermittent problems loss
231. are requirements but always check this documentation before installing a new module 17 OmniRush Administration amp User Manual Merge Fax Merge Print SalesLogix Connector GoldMine Connector E Mail Merge Server l j OmniRush CW wt 7 Microsoft CRM Connector Airborne UPS FedEx Shippin f Server Came pe Commerce Module MSSQL Oracle Database Connector U NN RK D EE Sa i Pervasive MySQ F H Database Connector Voice Module Sam f Database Connector Modules AKA DBIO Modules These modules get jobs from the database and past job results back into the i j process the job database i Job or Work Modules These modules actually Users amp Groups Note OmniRush users and groups are maintained automatically by OmniRush Manual administration is optional OmniRush has a built in users and groups administration system This system is to allow document management rights The OmniRush internal document store can be set up to restrict access to documents and folders by user or by group For example documents in the Sales folder might be accessible to all users to send but can only be edited by an administrative user This allows central control of the document library Tracks Tracks define the behavior of a job A job is submitted to a track the track then feeds the job to the appropriate module Tracks have several attributes for example e Tr
232. area above the SQL in the screen shot below Note that the Retrieve Rows option From Last Row Backward can be very high overhead and should be tested on a live database that database server performance is not adversly affected Z Firm advises to always use First Row Forward and use the SQL ORDER BY clause to get the desired data e g most recent 10 rows or oldest 10 rows Here is the merge alias configuration screen in the OmniRush Administrator File Merge Codes 23 Configure merge aliases of EX Aliases Contents of CP Retrieve rows From 1st row forward DI Max Rows fio SOL query select from saccount where accountid companyid Help E Add Delete Irv w Save x Cancel Close In Line Replacement Codes In this simple example above for SalesLogix notice that if you pasted the SQL into MS SQL Query Analyzer no data would be returned This is because the WHERE clause has a placeholder COMPANYID The quotation marks are literal they will remain part of the query at run time but the amp COMPANYID is an OmniRush In Line Replacement Code OILRC pronounced oiler There are a number of OIRLC s available Replacement Code Description l amp COMPANYID Corresponds to e SalesLogix ACTIVITY ACCOUNTID e GoldMine ACCOUNTNO e MSCRM v3 AccountBase AccountID e Open SQL OR_Jobs ContactID for the current job 192 User s Guide amp CONTACTID Corresponds to e SalesLogix ACTIVIT
233. as expertise in all PC BIOS issues Troubleshooting e Try a different PCI slot In many cases simply changing slots resolves the problem e OmniRush requires a P II 900 or higher Make sure the PC meets this minimum requirement 389 OmniRush Administration amp User Manual e Inthe system BIOS disable unneeded devices e g sound card serial port s parallel port Reboot and retry If the problem persists try different slots again now that the BIOS devices are disabled Other Resolutions e Compaq model 310 may apply to other models Update the system BIOS to the latest from Compaq e White Box clone systems Check the motherboard manufacturer web site for BIOS updates Update the system BIOS if not running the latest version e Dell model SC600 and others Reassign the IRQ s See the Brooktrout Knowledge Base Article 1594 or search www brooktrout com for dell e White Box Systems See the Brooktrout Knowledge Base Article above It applies to other systems though the steps to reconfigure the BIOS will be specific to the motherboard in use and ergo not documented by Brooktrout e Note The TruFax board is sensitive to IRQ sharing The steps above are with the goal of giving the TruFax board a dedicated IRQ that is not shared with any other device See the section below PCI Resource Conflicts TruFax on page 5 below Oraxrush v4 x Users Please Note The 1 problem former FaxRush v4 x sites exper
234. as turning off your PC but Z Firm found a problem with GoldMine dBase and we need to tell you about it The problem relates to NT Service applications that connect to GoldMine dBase files using BDE After extensive testing Z Firm found that in many cases NT Service applications holding open GoldMine dBase files will hang on system shutdown Since they hang the GoldMine files are not properly closed BDE with GM DBF files blows up when the SCM initiates shutdown This causes the GM DBIO to hang so that it is then terminated by the SCM This could lead to corruption of the GoldMine files The way to reproduce this is to start up a GoldMine dBase DBIO in OmniRush Watch the task list and stop the service from the service control manager The DBIO should fail to terminate and the SCM should eventually say that the service is not responding This problem does not seem to exist with SQL systems Testing indicates that it is specific to BDE when used with the dbf file tyoe used by GoldMine 341 OmniRush Administration amp User Manual GoldMine SQL is mildly at risk because the system tables are maintained as dbf These tables are not transactional and the risk of corruption is small SalesLogix MSSQL and Oracle DBIO s do not have this problem If you determine that your environment needs an orderly shutdown there are several options e Use a batch file to shut down OmniRush before turning off the PC e Use the OmniRush Shutdo
235. ase Connector for GoldMine Here configure the database connector with the parameters to use to connect to GoldMine Set the App Folder GM User and SQL User first then hit the Contact DB El browse button to select the Contact database to use PROD GM SQL E Type Host db i o Version 7 0 0 638 V Module started Host PC ZF DARTH General Extended GoldMine 6 SQL Host Dad codes Result codes Aliases Multi DBIO App folder zfirm_411 sys apps gold4 GM User master Contact DB IMSSOL GMSQLPROD dbo Password E 1 Create linked doc for all attachments SOL User lor F Create simple history records as Other Actions e a jw Unified SOL database EE Help H Close SQL User Note this user must be a dbo or have the dbo role in the database Create Simple History Records If the track setting does not require that history records be linked to the job document s checking this option will cause history records to be created as Other Actions not as Email This has the benefits of being easier to report on and taking less disk space Unified SQL database Uncheck this if running GoldMine SQL and the GOLDDIR and CONTACTDIR are in separate SQL databases When unchecked an additional selector to set the BDE alias for the GOLDDIR will appear Note In GoldMine v7 and v8 OmniRush requires a unified GoldMine database e g GOLDDIR and CONTACTODIR in a single SQL database Multiple Contact Directories
236. at your DCF is doing right click on the OmniRush fax module in Administrator Select Monitor Module then press the button with the blue dot next to the circling squares This allows you to watch the exact number being dialed on a job by job basis In some cases editing the document in notepad will result in the file being named predial ini txt Be sure to set explorer to show all files and all file extensions or better yet use winfile exe File Manager or a shell replacement that shows the full file names with extensions The number one cause of dialing problems is a problem with the GoldMine contact1 gt status field that controls whether a number is US or International The symptom is that OmniRush will dial numbers as ten digits e g exactly as entered into GoldMine without the 1 prefix OCR on Received Faxes Some sites require OCR Optical Character Recognition on received faxes This is easily done using OmniRush to receive and setting up some off the shelf OCR software The configuration is as follows a Set OmniRush to save all received faxes as TIF files to a given directory call this IN RAW b Set up a batch file that fires once an hour and copies the files from IN RAW to the OCR software scanning dir call this IN SCAN c Set up the OCR software to automatically scan the IN SCAN directory and save the OCR d output to whatever directory How To Send Screen Shots You may need to email screen shots to Z Firm tech
237. atabase Configurations A Z Firm discussion of this issue is also available 340 Technical Reference MS SQL Users Check your sort order GoldMine Software Corp only supports one sort order on SQL Servers Dictionary Order Case Insensitive This is Sort Order 52 You can check the sort order on SQL by running Query Analyzer and switching to the MASTER database Then issue the command sp_helpsort This will return information on the sort order On MS SQL Server v6 5 amp 7 0 you are looking for a result that looks like this Sort Order Description Character Set 1 iso_l ISO 8859 1 Latin 1 Western European 8 bit character set Sort Order 52 nocase_iso Case insensitive dictionary sort order for use with several Western European languages including English French and German Uses the ISO 8859 1 character set Check that the database owner is dbo Each SQL user can be aliased to a database user This can be viewed in SQL Enterprise Manager databases lt database name gt users If the database owner name is not dbo use the MS SQL system stored procedure sp_changedbowner to set it that way Search the goldmine structure for GM INI files There should only be one GM INI in the environment Check the contents of GM INI for correct configuration information The SYSDIR GOLDDIR and COMMONDIR entries must be correct dBase Shutdown Considerations Sorry to take time on such a mundane topic
238. ation on backing up OmniRush see the help file topic Alerts This area allows OmniRush to alert you when a critical error happens The alert can be sent to you via network popup message or email The email is direct using Z Firm SMTP relay functionality built directly into the Launcher No external SMTP relay nor OmniRush email module is required This is an excellent mechanism to alert a pager or cell phone via a text message that the OmniRush Server has experienced a critical error Note that ICQ messaging can be unreliable at times when the ICQ messaging gateway is shut down for service Z Firm advises using email notification which can be directed to cell phones pagers etc Track Configuration The Role of Tracks In a CRM environment Tracks play a key role in telling the Database Connector module what to do This is illustrated as 127 OmniRush Administration amp User Manual OmniRush Track defines attributes of job Notes e Multiple tracks can feed a single module This allows for multiple configurations to be persistent Each configuration can be used by submitting jobs to the appropriate track host reference e Tracks can be active inactive to allow for jobs to be taken off line paused etc Creating a New Track Right click in the track area and select New Ec OmniRush Hei r amp Bookmarks Se a JI Manage Rights m Ilana Select the Track type Create new track x
239. avigate to the contact again Create Linked Document This will instruct the system to create the Document Attachment in the CRM system Export Shortcut If checked a shortcut to the internal OmniRush fax document is created If unchecked a copy of the TIF file is made on the file system 258 User s Guide If using a CRM system that syncs you will want to leave this unchecked so that the TIF will be pushed to the file system and can sync out Press Next On the second link screen Activity Reference defaults to the Description field on the fax It can be changed at this time if needed Store Internal Document In This is for the folder in the OmniRush ODMS to store the file This setting is sticky and will persist from session to session though it can be changed on any fax Document File Name is the friendly name for the file It is derived automatically but can be changed at this time Notes are to allow additional description of the file Forward Fax to User Forwarding allows a fax to be sent to a user electronically Forwarding is to send a fax to a user of the CRM system If the fax needs to go to someone who is not a CRM user whether inside the company or outside use the Image Send by Email option On GoldMine the fax is forwarded as a GoldMine email with a link to the fax attached On SalesLogix the fax is sent as an email attachment Emailing Faxes Out When the fax is open in Viewer the Image Send
240. ax tracks so that no outbound faxing happens between 11 00 PM and 6 00 AM The Stop schedule 148 Administrator s Guide 5 Schedule Ble ks Title Stop all Fax at 11 PM Enabled v Execute at 11 00 00 K Advanced Command C Start modules Enable tracks Stop modules Disable tracks Tracks Modules 3 INETFAX Internet Fax _FAXIN 1 internet fax _ FAXBT hardware fax Add Delete 7 Help SA Insert 28 Cancel E Clase The Start schedule 3 Schedule Bisi E Title Start all Fax at 6 AM Enabled v Execute at 6 00 004 Advanced Command Ce Start modules Enable tracks C Stop modules Disable tracks Tracks Modules 9 INETFAX 1 Intemet Fax _FAXIN internet fax _FAXBT hardware fax r Add Delete Help w Insert x Cancel H Close Here are the schedules listed in the main Administrator Tree Schedules CH Stop all Fax at 11 PM CH Start all Fax at 6 AM 149 User s Guide Using the Administrator The Administrator User Interface The Administrator is the main tool for administering Modules amp Tracks server side functionality and for document management n Gi Click on an area of the Administrator for more information OmniRush Administrator 7 Action view Options anes eccelsa e OmniRush Hgg Tracks H E Users ml Documents GB Server Modules Server omniru
241. b found that is in the range You can query now procedure JobCreate iContact SYSINT const wsTrackID WideString const wsJobRef WideString const wsJobNotes WideString const wsDocuments WideString out wsJobID WideString Description Short version of JobCreateEx OnDate PhoneNum and Email parameters are ommitted to simplify method usage This method create job that will be executed immediatelly procedure JobCreateEx iContact SYSINT const wsTrackID WideString 310 const wsPhoneNum WideString const wsEmail WideString const wsJobRef WideString const wsJobNotes WideString const wsDocuments WideString const wsOnDate WideString out wsJobID WideString Description Inserts a job into the OmniRush work queue iContact Index of the contact associated with the job and must be previously defined by calling UseHostContact UseHostContactEx or CreateTempContact methods wsTrackID ID of the track that the job belongs to Track IDs can be obtained by browsing to a given batch in frTreeView or frTreeViewEdit and then reading the Value property wsPhoneNum Job phone fax number Required for fax voice jobs Developer s Guide wsEmail Job email address Required for email jobs wsJobRef The reference line of a job that would be scheduled using a contact manager associated with OmniRush It may contain a short description of the job certain behaviour override codes etc wsJobNotes Message text for
242. base Target module d Connector email fax etc Module exports processes job The main prerequisite is to install the CRM client software on the OmniRush Server PC before creating the Database Connector module Database Connectors are completely CRM Sync Aware and are the result of years of integration work They are highly compatible with the CRM system 83 OmniRush Administration amp User Manual Database Connector General Settings DBIO MSCRM on 192 168 97 19 Type Host db i o Host PC ZF DARTH General Extended Open API ADO SQL Host Ovid codes Result codes Aliases Multi DBIO Host type Cover Page Open API ADO SOL D D SS Master documents are internal in documents general shared zfot Ze Master documents are external in zfirm_411 sys data group everyone office faxfiles Override internal external master status stored with internal document Scheduling of external files is Enabled for all users e Advanced job notes processing ML Notes OXP files Iw Convert HTML notes to text H Close Help Set up the following parameters on this tab Host Type This is the CRM or database system the dbio will connect to Note you can only run the types of connectors that you are licensed for Cover Page Either navigate to an internal cover page using the E down arrow to navigate the OmniRush document store or import an external rtf cover page by fir
243. base Database Connector Override Codes For Advanced Users These settings are almost never changed Override codes allow you to control job behavior job by job The uses of override codes are many but here are some common examples e For general faxing the fax track is set to schedule back failed faxes but on broadcasts all fails should go to history e For DHL FedEx or UPS shipping you need to control the COD amount or parcel weight job by job Overrides allow you to do this and much more The codes have mouse over help text that explains what each code does You can keep the default codes or change them to the tags you prefer It is strongly advised that new tags have the same number of digits as the defaults See the section in the User s Guide on how to use Override Codes Database Connector Result Codes For Advanced Users These settings are almost never changed For advanced users here is the explanation Result codes are the values that OmniRush puts on the completed history records in the CRM system or database This allows reports to be run or conditional logic to fire such as a sales process or a database trigger based on the results of the OmniRush job The codes have mouse over help text that explains what each code does You can keep the default codes or change them to the tags you prefer Database Connector for GoldMine 86 Administrator s Guide Operating Environment for GoldMine The
244. being displayed next to the date on SQL systems if the field being merged is of type datetime amp SetTimeFormat 1 1 01 amp Setdateformat m d yy 01 01 01 amp Setdateformat mm dd yy Mon Jan 2001 amp Setdateformat ddd mmm yyyy Monday January 1 2001 amp Setdateformat dddd mmmm d yyyy January 1 2001 amp Setdateformat mmmm d yyyy 01 01 01 amp SetDateFormat dd mm yy Creating Custom Merge Aliases A Job Centric View of Data Merging Custom merge aliases are supported on SQL platforms only An excellent way to understand merge aliases is to run one of the OmniRush sample merge forms through the system Then open the source template from the OmniRush Administrator Now with the merged output in one hand and the source merge template on screen examine the merge aliases in the Administrator Merge Alias configuration screen File Merge Codes You can now see all the pieces and how they fit together When creating merge aliases it can be very helpful to imagine the merge from the perspective of the job record in the database This is the CRM or other database record that triggers the job in the ACTIVITY table in SalesLogix in the CAL table in GoldMine 190 User s Guide Jans to CONTAC Lee via CONTACT O Joins to cher CRM tables lob Record in CRM or other database SalesLogix ACTIV Tr table GoldNVine CAL teble edd other Adds Joins to ACCOUNT table via ACOOUNT D Joins 10 custom tebes Bo
245. block followed by a four digit block When we speak of dialing there are five main dialing modes Local A seven digit dial e g 543 2747 Ten digit dial 707 543 2747 One plus seven 1 543 2747 One plus ten 1 707 543 2747 or standard long distance Some Prefix plus one of the above e g 8 1 707 543 2747 Mt Nr Variations would include any prefixes including conditional prefixes conditional based on the area code or exchange portions of the number Note that dialing modes 1 and 4 above are handled by OmniRush without needing a dialing configuration file DCF also referred to as predial ini A DCF is not needed in these cases 365 OmniRush Administration amp User Manual unless the area code is split e g within the same area code some numbers are dialed as seven digits and some as one plus ten Dialing modes 2 3 and 5 as well as other variations require the use of a DCF PREDIAL INI Dialing Configuration File PREDIAL INI The PREDIAL INI is a text file created with Notepad or the DOS based EDIT utility and placed on the local drive of the OmniRush Server usually in the C Program Files Z Firm LLC OmniRush directory but it can be in any directory local to OmniRush The file can have any name and any extension Here is a PREDIAL INI example PREFIX 801 1 801 801 220 801 230 801 231 801 24 The PREDIAL INI above will dial 1 area code number for all calls in the 801 area code e
246. bug exe utility OpenDBIO_Debug exe lets you pass parameters to and from stored procedures 4 Configure the OmniRush database connector see below Note that steps 2 and 4 can be reversed but in any event the connector cannot be used until all these steps have been done In a production environment the steps are 334 Developer s Guide 1 Working in a test copy of your production database adapt the OmniRush stored procedures to your database structures 2 Create any needed user interfaces or other mechanisms in your application to create the OmniRush job records 3 Configure OmniRush to run against your development database see below 4 Test and tune operation Then when ready to go live 1 Create the needed stored procedures in the production database Check that the production application has been updated with any new UI elements as noted above 3 Stop the OmniRush database connector module and change the ADO connection string to point to the production database 4 Start the OmniRush database connector 5 Test for proper operation Configuring the Database Connector Create a new database connector module and set it for ADO for Microsoft SQL Server or Oracle For SQL Server installations go to the Open API ADO tab and configure an ADO connect string press the Create Modify button to use the ADO wizard to create the connection string Note that you must save the password with the connection string Click here
247. ce For a conceptual overview of shipping with OmniRush see the Overview Feature Service or Requirement Uses Internet to communicate with shipping carrier Ground and air shipping services Print labels on laser printers and Eltron EPL based thermal label printers Zebra ZPL thermal label printer support Itemized invoicing from carrier Available for USA Shippers Ship from the USA to international destinations Type of account needed to use shipping service ShipRush Server for FedEx Shipping Yes Yes Yes Yes Yes Yes Yes Documents only shipments Any valid 9 digit FedEx account FedEx Shipping Server Requirements ShipRush Server for DHL Shipping Yes Yes Yes No Yes Yes No DHL account ShipRush Server for UPS Shipping Yes Yes Yes Yes Yes when billed electronically Yes No UPS account 6 digit alpha numeric shipper number and UPS Daily Pickup service OmniRush Administration amp User Manual Internet connectivity from the OmniRush Server Communication to the FedEx host is done with SSL on port 443 This is the standard SSL port Check that your firewall allows SSL communication on this port See the Technical Reference on proxy servers if needed Valid FedEx account FedEx accounts are 9 digits numeric only Printer for labels See the ShipRush for FedEx documentation for supported printers Insta
248. ceceeeeeeeeeceeeeeseeeeeaeeeeeeeseeeeeseeeeseaeeseeeseeeeess 341 Example GM INI For GoldMine GC 342 Single Contact Directory c ccccccceccseceeneeeeeeeeceeeeeaaeeeeaeeceeeeeeeaeeeeeaeseeeeeseaeeeesaeeeeaaesseneesaas 342 SaleSLOGIX DISCUSSIONS ies 45s ccas a a a aaa aaa a phasis A a TE EEN 343 vii OmniRush Administration amp User Manual APL DEL Vers lOrnin cs ic See es evar sath A ev notes ede epee ity I NEE EE 343 FaxRush Bundle for SalesLogix ccccceeceeeeeeceeeeeeeaeeeeeeeseeeeeseaeeeeaaeseeeeeseeessnaeeeeeeseeeeess 344 SalesLogix Database Drivers 344 SalesLogix Sync Troubleshooting cccceccceceeeceeeeeeeeeeeeeeeeceaeeeeaaeeseeeeseeeeeeeaeessaeeeeeeeeaas 345 SalesLogix Sync to All Users Option 345 Extended Hardware Discuseions sseseesessieessrressiensstirnsstinnnstinnnntinunnttnunnttunanttnnnatnn nanten nanna 346 Memory Requirement ccceccccceceecccceeeeeeeeeeeeeaeeeeaaeeeeseaaaeesaseaaeesaaaeeessaaeaeseeeaeeeeseeaeenenes 346 An Inexpensive OmniRush Server PC 347 Brooktrout Discuseions cece eect eee ae EAE Aen EEEE ieee E A AEA AAA Eaa TENE Eene iA 347 Brooktrout Supported Modele 347 Brooktrout Board Discuseion cerrcnes n E T A 349 TR114 5 Volt PCI boards amp Compaq ProLiant servers cceesceeeeeeeeeeeeeeeeeeeeeeeeeeees 349 DIDZOVENIE W nasaan aa E E a a E E R A 349 DID Ordering the DID Phone Line for Analog DID eccceeeceeeeeeeeeeee eter eeeeeeeeeeeeeeteees 35
249. ceeesseseeeeeeeeanensees 349 C Canada FedEx Origination 237 Client Global Root Path 79 Client Utilities Administrator ccccccceceesesseeeeeeeeeeees 57 Fax VICWOR Tns a 59 Other Utilities ccc ccceeeeeeeeeeeeees 59 Print to Fax and Email 58 251 Client Unies 57 Client Utilitie Siinne aa 58 Client Utilitie Sinni ace te 59 Client Unies 59 Cluster Install Cluster Member 70 leet ugereegt Aen 70 Commerce Module Commerce Concepts s s s 54 Configure Atom 126 DEMO MOG vii isccssdesccvensietetedaavancesieeee 126 History Hecord A 243 Internet Payment Setup s0sseeseeee 126 Merchant Accounts 125 Module Requirements 000ssnneeeneaa 125 RUNNING JODS ate se rnis 243 E e E 126 Supported Merchant Processors 125 Track Configuration 0 ccceceeee 140 MOIG EE 243 Commerce Module 54 CONMECE Mea aei E 454 CoStar Label Printer ccccsseseeeeees 407 CRM Backup SQL DUMP oee 339 402 Backup EE 339 le EE 402 Driving OmniRush from the CRM System Ee De ERR 272 GoldMine 461 OmniRush Administration amp User Manual Scheduling Jobs s sesseeeeeeeeeeeeeee ee 223 GoldMine seeeeeeeeeereereeneeeen 223 GoldMine dBase Data Backup 339 402 GAM aoia A A E AN 222 CRM Integration Activity table A 45 GAL ADI C ed insitet 46 224 CRM Integration 44 Crystal Reports Merge Codes 165 OVEOIVICW eeceeeeeeeeceeeeteeeeeaeeeeeeeeeneetees 163 Param
250. cept periods in the leading section of email address on print to email FIXED Printing to Rasterizer did not kick it open FIXED Win98 Partial Print Driver Failure error msg FIXED Win98 Result of rasterization not found error FIXED Win98 Temp dir clean up when fax job is cancelled FIXED Client would remember prior contact on 2nd print to client job FIXED If printing to email client would not allow periods in the first section of the email address FIXED Unclear error import folder must be of a higher level FIXED A number of issues with Client on Terminal Server are now resolved including Client not popping up Problems popping when using MS Word Interaction between user session and console session See the OmniRush knowledge base article for Terminal Server article 80 KEAV VEWe re FIXED When forwarding user list was not alpha sorted FIXED Hot keys on wizard to forward link T Build 202 CHANGED Brooktrout Installer now automatically puts the n option in the registry for all PCI installations This should improve the plug and play factor on Brooktrout installations What is New in OmniRush v5 5 Major new features in v5 5 437 OmniRush Administration amp User Manual NEW Universal Client for non contact manager users NEW Toolbar for GoldMine and SalesLogix NEW Super high level Bridg
251. cesses ccccccceeceeseeteeeeeeeeeeeeaeeeeeeeeeeeeeseaeeeeneeeeeeees 246 Driving OmniRush from GoldMine Automated Processes cccccecceeeeeeeeeeeeeteeeteeees 247 Driving Jobs from Thin Clients 249 GoldMine Everywhere Geer 249 Driving OmniRush from the Web Client 249 GRM Tips and die 250 GoldMine Tips and RR ue 250 Print to Fax Email Client 12 wean aint iin dE EEN Baie ees 250 INMOGUCTION EE 250 JOD le VE 251 Mail Scere EE 251 le IT EE 252 Rastenizing e 253 Client from the SalesLogix Support Client ccccceeeeeceeeeeeeee tees eeeeeeseeeeeseaeeesaeseeeeteneees 254 FAX VIOWEN aset tes DEER EES E E N A E EA 254 dieser 254 INCOMING Fax le VTT 255 Viewer M in Screen EE 256 MIGWING e EE 256 Annotahna NEE 257 Organizing Faxe Sayman aora auaa eae anean re eenaa aaan Ea EEan e EEEa aa Aau erae Saaai 258 ESA EE 258 Linking Faxes to Contacts EE 258 Forward Farto USEE E 259 Em iling Faxes tt see sarena deae ait vaesihaddeeesiavebanbad Mevesha Sanda Ed deene taaak 259 Viewer PreterenCes EE 259 Integrating with your CRM Gvstem 260 lee EEN 260 E elle E 260 Viewing OmniRush Files ceccceeceeeeeeeeeeeeeeceeeeeceaeeeeaaeeeceeeseaeeeseaeeeeaaeseeeeeeeaeeesaeseeaeeseeeeess 261 Monitoring ele TE NEE 261 Monitor Fax e e 261 Reporting on OMNIRUSH Jobs 261 PREPOMMING ON JODS TT 261 GoldMine Reporting c cceecceceecceeseeeeeeeeeeeeeceaeeeeaaeseeaeeeeeeeeseaeeeeaaesdneeseaeeeesaesseaaeeseneesaas 262
252. chased Each module must be licensed Licenses are issued by Z Firm in the form of named license files and or Z Firm invoice naming modules licensed 2 3 OmniRush Client Software Customer will be granted the right to install OmniRush Client software on the number of computers specified in the Z Firm invoice or as specified in section 3 below 2 4 Timed License sometimes referred to as Leased or Subscription license The Grant of License may be for a specified period of time for example from issuance through a given date Such licenses will automatically cease operation on the expiration date Renewal or extension of the license period will be at the discretion of Z Firm LLC and usually requires payment of a renewal fee 3 SOFTWARE USE AND RESTRICTIONS All licenses granted Customer under this Agreement are non exclusive and non transferable Customer may install and use one copy of the Software on a single primary OmniRush server Customer may make one copy of the Software solely for back up and one additional copy of the Software solely for testing purposes The Software may be used in accordance with the limitations defined below If Customer has been granted a n 3 1 CRM System Connector 10 Administrator s Guide 3 1 1 The CRM Connector may be installed on a single Server PC and configured with a CRM system of the type and user count licensed Client utilities may be installed on as many PC s as the CRM Connector licens
253. chedules records in the CRM system with drive letter file name nomenclature e Ashared BDE installation on a GoldMine system The registry entries for the BDE HKEY_LOCAL_MACHINE SOFTWARE Borland Database Engine CONFIGFILE01 and HKEY_LOCAL_MACHINE SOFTWARE Borland Database Engine DLLPATH may have drive letters that point to network resources This will not work when OmniRush is run in NT Service mode Remove the BDE registry entries and install local BDE 403 OmniRush Administration amp User Manual While there are several ways to deal with this issue Z Firm will only support drive letters when OmniRush is run as an application Methods to resolve drive letters include 1 Use a multi file global search and replace tool to change all FRP s to use UNC notation instead of drive letters 2 Run OmniRush as an Application NT User Account for OmniRush Services In most cases OmniRush will need to access network resources printers shared directories etc as part of its operation Note that access to SQL servers is not relevant here OmniRush authenticates separately and specifically to the database server NT Services need to be assigned an NT userid and password to be able to authenticate to network resources like printers and file system shares The OmniRush installer prompts for an NT user This can be a userid from the local machine or from the NT Domain OmniRush automatically grants this userid run as service privilege on t
254. cially supported by Z Firm until SalesLogix certifies this combination with SalesLogix net The following applies to OmniRush builds earlier than 170 Note that while SalesLogix net v5 can be run with ODBC drivers this has not been certified yet by SalesLogix OmniRush does not care what drivers SalesLogix users use at user PC s except for the possible caveats above In all cases the OmniRush Server PC and in most cases stations using the OmniRush Client or Viewer should use BDE The issue is that the SalesLogix API does not yet work properly when the ODBC drivers are used Since OmniRush makes heavy use of the SalesLogix API s on the server and on the user PC s when the OmniRush Client or Viewer are used you may find that the BDE alias may need to be reconfigured at one or more PC In all cases SalesLogix must run via BDE Native drivers on the OmniRush Server PC On Client PC s this change only needs to be made if errors are tendered when using the OmniRush Print to Job Client or the OmniRush Viewer SalesLogix Sync Troubleshooting OmniRush is tightly integrated with SalesLogix and all data created or modified by OmniRush will sync correctly This has been carefully tested by Z Firm If there are any issues related to sync check the following 1 Check that the slgxapi dll is the correct version Check that the SalesLogix Sales Client runs properly on the OmniRush Server PC Make sure to use BDE native driver based aliases
255. com or contact Saint Bernard Software Alternate integrated open file amp backup software solution suggested by a Z Firm user www ultrabac com Alternatives to OFM Stop the OmniRush Database Connector Module s This will disconnect OmniRush from the GoldMine files However it will keep a its system tables open until you exit OmniRush Automatically Stop OmniRush with a Scheduler 339 OmniRush Administration amp User Manual You can use a tool like TechScheduler www winutils com or the NT AT module to automate the OmniRush shut down Other applications of this kind can be found at www windows95 com See the examples for starting and stopping OmniRush services Enable Open File Backup in the Backup Software Most backup programs Seagate Backup Exec and others default to skip open files However it is often safe to back up open files that are not being actively written to You can set programs like Backup Exec up to go ahead and attempt the backup of open files This can give a moderate but imperfect level of protection SQL Discussion SQL databases require their own backup approach Backing up SQL can be done several ways e Simple the SQL DUMP mechanism e Some Experience DBCC DUMP e Business Use Single User Mode DBCC check logs programmatically DUMP e DBA Single User Mode DBCC check logs programmatically Drop amp Recreate all indexes Update all statistics DUMP e Ente
256. cord noting that an email notification was sent out e Email creates its own history record This results in two history records One for the shipment and a second one for the email e International This is needed if sending document only shipments internationally Configuring UPS Shipping Tracks There are several areas of configuration for UPS shipping These are divided into Required and Optional configuration settings EE that OmniRush shipping is not supported running in NT Service mode UPS Required Settings Setup Procedure Follow these steps to create a UPS shipping track Initially do not set any optional settings stick to the required settings and run a test shipment before trying optional settings 1 A UPS Shipping Module must be configured and running a F in Administrator before configuring the track 2 Create a new UPS track Set the Basic Settings Host Reference to UPS or other appropriate value 4 Inthe UPS General tab leave the UPS account number at lt default gt to use the account configured in ShipRush 5 Inthe Address Time tab enter a Ship From address and the time to automatically upload to UPS typically set to about 15 minutes before your UPS driver regularly picks up 6 In the Label Manifest tab set nothing and the ShipRush configured printer settings will be used 7 Press Insert to create the UPS shipping track Testing The Setup 1 Start the OmniRush modules 2 Inthe CRM or SQL syst
257. ct 2 History activity analysis 3 User activity analysis 4 Lead source analysis 5 Real time tab of Activity List 6 Activity List link to contact 7 Ability to find a contact the user has to know which contact file to use or they are out of luck Another swath of GoldMine features is completely contact directory centric including 1 Automated Processes 2 Some of Remote Sync 3 Reports 4 Mail merge 5 Internet Email 6 Filters 7 Groups This is all by way of saying that GoldMine is married to a single contact directory With just one contact directory you will always know where to find Joe Smith and all the GoldMine features will work at their finest Z Firm strongly recommends that you implement a single contact directory for your GoldMine installation SalesLogix Discussions API DLL Versioning OmniFush uses the slgxapi dll to communicate with the SalesLogix environment During installation OmniRush requests the version of SalesLogix you are running and installs the correct dil version However OmniRush only includes the major release dll versions e g 3 0 4 0 5 0 If you run a minor release or service pack you should read this entire article Additionally since SalesLogix does not publish api version compatibility information for service pack and minor revisions in some cases Z Firm cannot automatically install the correct dll version to run with your SalesLogix system By default OmniRush installs the S
258. ct Manager ZDF Z Firm Document Folder Specifying a ZDF document is ODMS way of using packages If an activity reference line contains lt name gt zdf all documents contained in ODMS folder lt name gt will be scheduled ZFS Z Firm File Stub Document in ODMS ZFS Files are normally in the form FileName tif zfs The purpose of the ZFS extension is merely to force usage of the Windows file association with the Z Firm viewer client The client then strips off the ZFS extension and treats the file name as if it was a normal TIF document OXP OmniRush eXtended Package XML file with job parameters specified Full documentation via this click FRP Stands for FaxRush Package Text file list of internal and or external files that are sent as a kit Full documentation via this click ZWV Z Firm WAV file Used for the recorded voice feature A ZWV is a regular WAV of specific properties The OmniRush Administrator and Universal Client allow most mono WAV files to be converted to ZWV F file name prefix Example F SalesReport00222 RTF F causes the file to be handled as a temporary work file This is particularly appropriate for sites that generate files programmatically and feed them to OmniRush via a SQL database or CRM system OmniRush Log Files OmniRush maintains several types of logs These can be useful for diagnostic purposes Here logs are discussed in order of usefulness to the user
259. ction itself may be the bottleneck e Email Track Setting Track Max Queue Size For email tracks this can be set to 100 or 200 250 is a realistic maximum e Email Module Setting Advanced Number of Mailing Threads Set to 5 e Email Module Setting Advanced Retrieve up to 40 jobs every 2000 ms e Email Module Setting Advanced Max Number of Attempts Set to 2 or 3 Setting higher than 3 may create a throughput problem e Delay between Attempts 10 minutes Setting higher than 10 minutes may adversely impact throughput These settings will dramatically increase email throughput in most cases Troubleshooting Troubleshooting Resources There are a number of electronic on line troubleshooting resources available These include Your Reseller Active OmniRush resellers are trained and are backed by Z Firm Your reseller is your first line of support On Line Knowledge Base www zfirm com has a full text knowledge base If you are getting an error or have a question ask the knowledge base The knowledge base is the place to turn if you get an error message 385 OmniRush Administration amp User Manual This Help File Use the index and search options in this helpfile to find what you are after The web version of this helpfile is updated frequently and is available at www zfirm com Internet Newsgroups These newsgroups are monitored by Z Firm support staff and engineers OmniRush newsgroups are private access is provided for
260. ctivate Login Logout methods procedure DeleteContact iContact SYSINT Description Deletes the internal contact associated with the handle specified by iContact For more information about internal contacts refer to the documentation on the ClearContacts method See also ClearContacts method procedure DocumentCheckIn const sDocumentID WideString const sSource WideString Description Checks in an OmniRush document that was previously checked out using the DocumentCheckOut method For an overview on managing OmniRush documents refer to the OmniRush user guide sDocumentID Identifier specifying the internal document that will be updated by the external file This identifier is returned by the DocumentImport and FindDocumentInRepositoryEx methods Also after successfully invoking the FindDocumentInRepository method GetDocumentAttributes may be used to read the document ID of the document that was found sSource File name complete with path of the file that should replace the internal document See also DocumentGetLatest DocumentCheckOut DocumentUndoCheckout DocumentImport FindDocumentInRepository FindDocument InRepositoryEx and GetDocumentAttributes methods procedure DocumentCheckOut const sDocumentID WideString const sTarget WideString bOverwrite WordBool Description Checks out an OmniRush document For an overview on managing OmniRush documents refer to the OmniRush user guide sDocumentI
261. ctive at the time of purchase for specifics In those cases where maintenance or technical support is required Customer agrees to pay an additional software maintenance fee and an additional technical support fee for the as specified in the price list 12 Administrator s Guide 9 EXPORT CONTROL Customer shall not export ship transmit re export or otherwise transfer the Software or Documentation in violation of any applicable law or regulation including without limitation the Export Administration Regulations issued by the United States Department of Commerce 10 UNITED STATES GOVERNMENT RESTRICTED RIGHTS If Customer purchases the Software for use by the United States government or any of its agencies Customer needs to enter into a separate restricted rights agreement with Z Firm LLC 11 GENERAL PROVISIONS 11 1 Termination Customer may terminate Customer s license at any time by destroying all of Customer s copies of the Software Z Firm LLC or its authorized distributor may terminate Customer s license if Customer fails to comply with the terms and conditions of this Agreement Upon such termination Customer agrees to destroy all of Customer s copies of the Software 11 2 Governing Law The validity construction and performance of this Agreement shall be governed and construed in accordance with the laws of the State of California United States of America excluding that body of law applicable to conflicts of law The U N Co
262. d Basic Settings Extended Settings Far settings Information poe eee Oe oe Ce 7 Use brdgeto Use bridge to f Use Brooktrout internet fax 3d party fax i server through local ile systerr M RightFax I VisionLab EaspLink TI OpenAPi Faxing resolution Max pages per fax 0 sl wgl Always hoh C Automatic Banner format string s Z Firm OmmiRush B Uo Zr Zyl c Zt page c of p Internet Fax account Sf Help OD CG S Gance H Close Setting the Track to use Brooktrout Hardware 107 OmniRush Administration amp User Manual Other Track settings to be aware of Basic Settings Tab The Host Reference is the setting that matters in this tab this is the CATEGORY SalesLogix USERID GoldMine that will feed jobs to the track Extended Settings Tab In the example below we have changed the default so that all failures will be alarmed to the user in the CRM system 38 hardware fax Fax Receiving Set Up Receiving The steps to set up receiving are as follows 1 Install Brooktrout hardware and OmniRush Brooktrout Drivers 108 Dis Bo O Administrator s Guide Configure OmniRush Fax Module Set one or more ports to receive by checking the Enable Inbound check box on the port Activate the module Send a test fax to the fax line that is on the receiving port Note that the ports on the Brooktrout board are numbered from 0 up but in OmniRush they are number
263. d concurrent e Microsoft CRM OmniRush is licensed based on the total number of configured active login ID s in MSCRM Many OmniRush licenses are subscription based This allows for all updates and upgrades to OmniRush at no extra charge during the subscription period Contact your reseller or Z Firm sales at 206 812 7874 for licensing details Legal Version This copy of the license is for your convenience only The contractual license between you and Z Firm is made when you install Z Firm s software and the license shown during installation is the license that applies to you Z FIRM LLC SOFTWARE LICENSE AGREEMENT for OmniRush version 8 OmniRush is the collective term for any and all of the following brands products FaxRush CashRush EmailRush PrintRush ShipRush Server VoiceRush OmniRush THIS AGREEMENT HAS TWO PARTS SCROLL DOWN TO SEE ALL PARTS PART ONE The following software license terms are qualified by those additional or different terms if any contained in any signed license agreement between you and Z Firm LLC IMPORTANT READ CAREFULLY This Software License Agreement the Agreement is a legal agreement between you Customer or you and Z Firm LLC Z Firm LLC or Z Firm for the software product identified above the Software which includes computer software and associated media and printed materials the printed materials are hereafter referred to as the Documentation By downloading installin
264. d EmailRush may be to compare it with other ways of sending email 33 OmniRush Administration amp User Manual For starters remember that EmailRush is a database driven system The way to send an email is to create a job record in the CRM SQL database e g a CAL record in GoldMine and Activity record in MSCRM and SalesLogix an OR_Jobs record in open SQL Create one job record per email To send 10 000 emails create 10 000 records hrote that EmailRush is not meant to replace existing mail systems In all events existing systems for mail receiving are not affected by EmailRush as EmailRush is for outbound email only EmailRush acts as a complement to existing mail systems Feature EmailRush Outlook GoldMine Email Other Mail Systems Built in relay Yes No No No server reduces bounced emails 50 70 Most bad email Yes No No No addresses result in the email job failing right on the CRM SQL record making database maintenance and reporting quick and easy No impact on Yes No No No existing SMPT relay servers Avoid swamping existing Exchange servers by sending mail directly to recipients Merge any data Yes No No No into HTML PDF and text bodies based on powerful custom merge features Merge multi Yes No No No row lists even multiple multi row lists from anywhere in the CRM SQL database Use any HTML Yes No No Varies creator or editor to author HTML
265. d Procecdures 327 Stored Procecdures 327 System Components s 16 System Requirements Network Heourements 66 Operating System n 5 64 PRAM aeran aera aetan aare rian eoo eecht 5 64 System Requirements eeeeeeeee ee 5 System Heouirements 64 System Requirements eeeeeee eee 347 I T1 Digital Phone me 347 le 191 Terminal Server Windows Version Support Matrix 407 TIF File Handling 158 363 Toolbar Macro Buttons 146 Script Buptons 146 SOUP EEE ENEE Eed 146 FOOD E 145 F010 le EE 146 Track Advanced Option 140 Basic Settings ccscecesseeeees 107 128 Commerce Track 140 Configuring DHL Track 137 468 Configuring FedEx Track 132 Che EE E 107 128 E Mail Track Configuration 139 Extended Settings cseseeeeeees 128 Fax Tracks Fax Track Configuration 0 02 130 Fax TACKS veessscl teres cettas eae eseevdteeers cee 130 Management 152 Options for All Track Tvpes 128 Print Track Configuration 00a00aaa 131 Save Documents 140 UPS Trak sescesateeess ie davariaacelt cans 135 DR CC le e 18 RACKS EE 18 Troubleshoot Administrator 391 Troubleshooting Brooktrout Hardware saseeaeaae 386 387 Database Connector 396 Easylink Internet Fax 395 Error Messages ieee 385 Fax Module 387 391 392 Fax Throughput amp Performance 379 Network Popup Messages 01000 111 NT Event Log ENEE 396 OmniRush Log Eiles 414
266. d and all UPS shipments must be deleted before the end of day processing has happened Once the end of day has processed the shipments will flow to your invoice from the carrier To have the invoice adjusted have the manifest handy and contact the carrier s customer service department A deletion template for UPS shipping must have delete in the file name End of Day Processing End of day processing is done automatically by OmniRush at the time configured in the shipping track Sometimes it is useful to force the end of day For example if the UPS driver comes early or if some shipments are processed after OmniRush has done the automatic end of day To force end of day processing use the manifest template This will cause an upload manifest and bar code for the current day and will also attempt to upload data from any prior day that failed to upload For UPS schedule UPS ups_settle fru A end of day template for UPS shipping must have settle in the file name For FedEx end of day is only needed if processing FedEx Ground shipments OmniRush will process the end of day automatically at the time set on the shipping track End of day processing closes the day and causes the manifest of ground shipments to print the driver will need this To trigger end of day manually schedule this 236 User s Guide FedEx manifest frp DHL Airborne No end of day process required Shipping Some Examples For a comp
267. d of data for current contact record All fields of contact1 dbf can be referenced fields of contact2 dbf can be referenced CH Conthist dbf Pulls multiple rows of data for current contact record All fields can be referenced 184 C2 Contact2 dbf table Single record of data for current contact record All User s Guide CL Cal dbf Pulls multiple rows of data for current contact record All fields can be referenced CS Contsupp dbf Pulls multiple rows of data for current contact record All fields can be referenced FX The CAL record that is triggering the current job All fields can be referenced HA Same as CH HU Conthist dbf Conthist records for the job creating user HUA Conthist records for job creating user that are of rectype A HUB Conthist records for job creating user that are of rectype CC HUC Conthist records for job creating user that are of rectype CO HUI Conthist records for job creating user that are of rectype Cl HUL Conthist records for job creating user that are of rectype L HUM Conthist records for job creating user that are of rectype M HUO Conthist records for job creating user that are of rectype O HUR Conthist records for job creating user that are of rectype CM HUS Conthist records for job creating user that are of rectype S HUT Conthist records for job creating user that are of rectype T LA CAL records for current contact
268. designer deliver two versions of electronic documents Color for color printing and email and monochrome for faxing The TIF File Type TIF files can be faxed printed or emailed Via email TIF files can be converted to PDF and then emailed For faxing TIF files must conform to the following specs Note the easiest way to get files into this format is to fax them into OmniRush and use the received TIF TIFs that are acceptable by OmniRush Hardware Fax and Internet Fax Width 0 1740 pixels will be adjusted to 1728 pixels Height lt 100 inches might be adjusted see logic below X dpi not limited might be adjusted to 98 or 196 Y dpi not limited might be adjusted to 98 or 196 363 OmniRush Administration amp User Manual Compression most formats except LZW Output TIF CCIT Group3 1DIM monochrome file or memory TIFs handling Width OmniRush sets the width to 1728 OmniRush tries the actual DPI First we try to fit source image DPI into 2 ranges cases 1 and 2 If it fails we do the second part The second part of logic cases 3 and 4 determine the correct image DPI depending on image height was introduced because of a bug in FaxRush v4 that set DPI to 300 every time the FaxRush Viewer saved a TIF to disk 1 Y_DPI 98 if Y_DPI in 93 103 2 Y_DPI 196 if Y_DPI in 186 206 3 Y_DPI 98 if Y_DPI doesn t fit into ranges above and Height lt 1200 where 1200 is a maximum possible height for lowres
269. directory not the selected directory Now if no directory is set in the Universal Client the global directory is used If a directory is set in the Universal Client it is used FIXED In some cases when looking at job details in the Job History the notes would only show the first two or three characters of notes Build 476 General FIXED Toolbar license error when running with GoldMine v6 FIXED Rare problem of print via word failing once out of a few hundred jobs FIXED Rare problem in PDF merge to email on fast server PCs 418 Technical Reference FIXI CJ D Rare NO TRANSID failure on internet fax with Easylink FIXED Intermittently high CPU use of RDS EXE on systems used only to receive amp email faxes 7 FIXED Using GoldMine a contact with just a first name would be used a the last name not the first name FIXED Viewer on Win98 Regression introduced in 46x that caused Viewer to print too many copies FIXED Viewer When Client Global Root Path is invalid Viewer would crash on launch Now it tenders clear error message EZ FIXED Universal Client with GoldMine If print to fax to a group and select to link the document errors would be tendered FIXED When subfolders are created under inbound private folders faxes dragged into are not listed ENHANCED 0 page received faxes usually voice call
270. dministration amp User Manual Note that C Documents and Settings ORUser should already exist before you attempt this copy operation If it does not that may not actually be the correct target directory Log In And Configure Approach In this approach simply log in to the OmniRush PC as the target user and start ShipRush The ShipRush wizard will start Go through the wizard and at the end ShipRush will go to the Windows System Tray Exit ShipRush and start OmniRush Operation During the day as shipments are processed they are actually processed by ShipRush The UPS track has a setting for Settlement Time At this time of day the Module will automatically 1 Trigger an End of Day in the ShipRush system which 1 Prints the end of day bar code which is scanned by the UPS driver 2 Prints the daily manifest which lists all the shipments for the day with tracking s 3 Uploads the data file aka PLD file to UPS Monitoring There are different kinds of monitoring that can be done Shipment detail auditing Accounting Dept Forwarding Typically this would be done by setting up a batch file to email the TXT files in the UPS Manifest directory to the accounting staff A simple batch file could scan for TXT files email them and either delete or archive them Using ShipRush interactively shipping history can be exported to CSV XLS and other data formats Use the ShipRush v3 reporting feature to print reports or
271. dministration amp User Manual Shipping Jobs Shipping Introduction Quick Links e Understanding Shipping with OmniRush The Big Picture Contents e Creating the Shipment e What OmniRush Does e Tracking and Managing the Shipment Creating the Shipment It is easy to ship using a CRM system or SQL database The job could be as simple as this Track UPS Reference UGN ZPK WGT 5 VAL 1000 Sample Widget Kit This example will use the UGN ZPK template what we did here was take the UPS_GND_BOX_1LB ZPK template that comes with OmniRush and rename it to UGN ZPK to make it short The shipment weight is set to 5 pounds and the declared value is 1000 These two values are overriding the weight and value set in the template The shipment reference is Sample Widget Kit This reference will print on the shipping label and will also be in the shipment history record The shipment reference will be the billing reference for FedEx shipments and prints on the label on all carriers This shipment can be easily triggered from a macro button toolbar Automated Process or DDE DLL VBA code that interfaces with the contact manager The examples below show how to schedule this shipment interactively but note that the CAL ACTIVITY record is what is important It is not important how that record is created The scheduling dialogs below are for illustrative purposes In GoldMine that might look like this 230 User s Guide Schedule
272. document links so that a single file can appear in multiple folders e Ability to schedule entire folders of files e Integrated check out check in functions e Integrated document viewing and editing 24 Administrator s Guide What is Managed Many types of job e g print fax email etc involve the use of documents These documents may be static documents no data is merged or merge documents created in Microsoft Word OmniRush offers a tree view mechanism that allows documents to be centrally stored in an organized hierarchical way User rights can be assigned to allow certain users to edit documents and others only to view or only to use the documents Further ODMS provides for check out check in to control editing documents and allow users to view the latest versions of documents if another user is editing Other job types e g FedEx and UPS shipping require template files Templates can also be stored in ODMS ODMS Rights Management Concepts The OmniRush Document Management System has integrated security This allows document administration tasks to be delegated and controlled and allows portions of the document library to be restricted to specific users To administer rights navigate to a branch in the Documents tree right click and select Manage Rights The screen below appears On the left select the Group that will have rights granted or revoked On the right select the document folder being managed
273. ds Database Driven OmniRush If an OmniRush database connector ties OmniRush to your CRM or SQL database you use either the CRM or SQL API s to drive OmniRush For CRM based OmniRush installations jobs can be driven by creating records in the CRM database If necessary job status can be discovered by looking for specific CRM records created by OmniRush This technique is used by administrators and developers who drive OmniRush from the automatic event processes built into the CRM software and by others who will drive OmniRush primarily from the CRM environment When developing with a CRM system the ActiveX and other development techniques can also be optionally used Note that all integration with SQL databases requires implementation of the OmniRush Open DBIO Stored Procedures Programatic Control of OmniRush If your Windows application written in Visual Basic VBA Delphi C Access etc needs to interact with OmniRush the OmniRush ActiveX control is the path to take The OmniRush ActiveX control offers both a visual tree control the same tree that appears in the OmniRush Administrator and a non visual control to use for job creation and management Developers using Visual Basic Delphi Visual C and other COM compatible development environments can use the ActiveX control Integrate OmniRush with a Fax Server If you will use OmniRush to connect an existing fax server to a CRM or SQL database the OmniRush Fax Bridge API is th
274. ds to the report Repeat these steps for all the macro merge fields you will want to use in the report 1 Open the Crystal Field Explorer Insert Field Object 2 Select Parameter Field click New 3 Enter parameter name For the amp Contact merge macro enter Contact Enter any of the OmniRush macro merge codes without the amp 4 Click OK Now from the Crystal Field Explorer select the merge code you want to use in the report and Insert to report Save the report and schedule from OmniRush ER A maximum of 255 characters of data can be passed into a merge code Merge codes that reference database notes fields may be truncated if the notes block is longer than 255 characters This is a Crystal limitation Darcie Some OmniRush macro merge codes return multiple lines of data e g amp FullAddress amp NameAddress etc By default Crystal will only display the first line To allow Crystal to automatically grow the field right click on the field after inserting it select Paragraph Formatting Common and then check Can Grow OmniRush Alias Merge Codes To insert alias merge codes into a report the steps are a little different When designing the report Crystal needs to know what the data is going to look like Crystal has a system called Active Data that lets database query results be templated into special files with the extension TTX These TTX files are simple sta
275. dule is set to execute an application on sending or receiving that exe must exist or the module will not activate Next How Bridging Works Sending And How Bridging Works Receiving How Fax Bridging Works Fax bridging provides a simple file based mechanism to interact with the OmniRush faxing subsystem It allows you to leverage all the power of OmniRush while keeping your existing fax infrastructure When the module has a job to send it creates 2 files in the port outbound and executes the command line from port settings if it is set with parameters The files are MJxxxxx xml Job properties file sender recipient phone number etc MJxxxxx tif Multipage tif file group 3 TIF 316 Developer s Guide Your application can scan the outbound folder for xml which is always created after the tif and or it can use the execute command line feature The xml file contains a TiffFileName field so the tif filename can be derived either by reading the xml data or by taking the filename portion of the xml file and appending a tif extension The image file is always 1 bit TIFF Group 3 width 1728 pixels height depends on original before burning height and could be 1 11 inch standard original file was 0 12 9 inches high 2 14 inch original file was 13 14 9 inches high 3 or XX inch if the original file was XX inches high 15 100 The xml Send Template generated by OmniRush serv
276. e influencer from contacti cl contact2 c2 where cl accountno c2 accountno and cl accountno in select accountno from opmgr where opid select loprecid from cal where recid amp ACTIVITYID and rectype OC select cl c2 from contactl cl contact2 c2 where OPC cl accountno c2 accountno and competitors cl accountno in select accountno from opmgr where opid select loprecid from cal where recid amp ACTIVITYID and rectype OP Then make this merge form Here are some of thie opply fields Opply Nate Dat Cu Slalus Slage Noles amp amp CP Tac ZOE Seat ROP Elah amp CP Blige amp OF Mele o Here are some of the oppty taske Task Reterence ser Stage CAT Corp say Je AUT em SL IT Jared t HOP Staar SOL Cassa ZE Here are the influencers s tev De de aere tor deraoastezon zl 21 amp C2 beis ere available Company Contacl Plene ax Cily aud Userdef01 Stale Zu E I capany SOFL oatact amp 21 Phoael GPI Ze SOFL C Cl Userdeft BES MEEI ihale Ilere are the oinpetitors iu lew Lelis lua lor dvoveredls ber wl 22 E C2 ave ow avicdubley Company Contact Phone Fax City and LUserdef01 Stale SO oaae SO Panel SChi T srd 8 1 RES SalesLogix Merging Account Manager Information 201 OmniRush Administration amp User Manual Say you want to merge in the account manager name or signature bitmap In SalesLogix the account manager can be associated with the C
277. e track and content must be supplied Account _For UPS shipping Address is also required 240 User s Guide Virtual Track Setup Virtual Tracks are a simple file based system that allows OmniRush to access configuration information from simple xml files on disk To use Virtual Tracks the steps are a Create an empty directory for the Virtual Track files b Enable Virtual Tracks on the shipping track c Create one or more Virtual Track information files d Run a shipment with the VTR override code Steps Create a new directory to hold Virtual Track information for the track such as c program files z firm llc omnirush data virt track fdx1 Enable virtual tracks via the tab on the shipping track wax MV Enabled V Persistent Archived FedEx settings Information Crystal Reports Save documents Virtual tracks 4 setcceccnseevencenssnseeecnecnenscensesesnseney Langen eren Virtual tracks dir tech c program files z firm Ilc omnirush data ei E3 Edit virtual tracks Help wy Apply 2 G Cancel H Close Check the Enable option and set the directory to an empty directory such as c program files z firm 1llc omnirush data virt track fdx1 Dain In most cases each track should have its own Virtual Track directory Put the Virtual Track directory in a location that gets backed up like the data branch Place the Virtual Track directory on the OmniRush Server
278. e Connector uses QueryNew script Default QueryNew script implementation is following select JobID as ActivityID from OR_Jobs where TrackRef STrackRef Open Database Connector will execute this script N times where N number of active tracks in OmniRush replacing every time TrackRef with next track reference This example shows three tracks with merged data select JobID as ActivityID from OR_Jobs where TrackRef INETFAX select JobID as ActivityID from OR_Jobs where TrackRef FEDEX select JobID as ActivityID from OR_Jobs where TrackRef UPS Click on the script name for an example of each Implementation required Look for new job records QueryFlagged SELECT Must exist but implementation optional 332 GetActivityRecord GetActivityOwner SELECT SELECT Developer s Guide Check for db based deletions Disable by unchecking scan for aborts on the database connector Implementation required Retrieve required fields from job record itself Must return single record Implementation required but can return static values Check which OmniRush DB Connector owns this job Must return single record Implementation required Get the details of the job recipient Must return single record GetUserRecord CreateHistoryRecord ForwardActivityRecord SELECT EXECUTE EXECUTE Implementation required but can
279. e allows 3 2 SQL Database Connector 3 2 1 The SQL Database Connector may be installed on a single Server PC and configured for the type of SQL database licensed Client utilities may be installed on up to 10 PC s for administration 3 3 Other Modules fax shipping email etc 3 3 1 These modules are licensed according to the Z Firm price list in effect at the time of license purchase Refer to the price list in effect and your purchase invoice for details 3 3 2 Where Software is used to allow the use of a Third Party Service such as a shipping carrier internet fax or voice service etc Customer understands and accepts all restrictions and license terms of the Third Party Service and is solely responsible for upholding obligations to the Third Party Customer indemnifies Z Firm LLC from any and all claims that arise from use of a Third Party Service It is the Customer s responsibility to learn and adhere to the requirements of any Third Party Service used or accessed by the Software 3 3 3 As a result of using a Third Party Service the customer may be required to upgrade the Software or data files used by the Software from time to time and Customer agrees to pay the fees in force at the time of such upgrade 3 3 4 Third Party Termination Third Party Services are accessible via the Software to the degree that such Third Parties license Z Firm LLC to include such features In the event that a Third Party Service terminates its
280. e in BR 2 Press ctrl J 4 Hit Enter 3 Enter the expression substr status 1 1 U 5 Hit Esc BR will now count how many records are set to USA format You can change the expression to look for records with status set to l or blank Steps for using GoldMine Global Replace to set the phone status flag 1 Back up all GoldMine data 2 If you have contact records for people outside the U S and Canada create a filter to limit the replace operation to contacts in the U S and Canada e g a filter that says country OP country USA OP upper country CANADA 3 With applicable filter active go to Tools Global Replace Fields Update a field with advanced options 4 Select Field STATUS 5 Select Evaluate value as database expression 6 In the Expression field enter U substr contact1 gt status 2 2 393 OmniRush Administration amp User Manual Then follow the signs This will set all active records e g all records within the current filter or group to USA format phone numbers Alternate Plan You can blank out the International prefix in Settings General Fax Number This will prevent OmniRush from pre pending a 011 to fax numbers that are perhaps unintentionally set to non USA International Dialing from GoldMine The Issue You need to have OmniRush dial internationally and or have a lot of control over the fax number OmniRush dials The Pieces e OmniRush takes its dialing i
281. e links FIXED The Viewer EasyLink Diagnostic Info option is back in Administrator FIXED Low res faxes when annotated where then distorted x k xEmail FIXED When Email Track was set to convert TIF to PDF behavior was incorrect FIXED Low res faxes forwarded to email and converted to PDF where then distorted FIXED Notes were always merging into the HTML as text will function properly in the HTML body Now this can be turned off on the track so the amp Notes merge cod FIXED ALT tags in the html were being modified by OmniRush PostScript NEW Attachment as PDF New option in Administrator to use native to PDF conversion utility for conversion of merged RTF documents to PDF color PDF s ins NOT PDF module Si This allows attached PDF files to be pure native clean tead of the 200 dpi faxy PDF This conversion utility is NOT included with OmniRush It is the user s responsibility to license and configure a PDF converter 443 OmniRush Administrati on amp User Manual x xPedEx Shipping Several fixes to the FRP_Generator Launcher CHANGED On critical error the popup message is now more verbose to direct the user to the solution CHANGED The automatic backup of the Z Firm DBEngine is now _much_ faster Was taking over an hour for 350MB databases now much les
282. e mode ActiveX control NEW Kit of shipment rating components including e ActiveX controls for VB VBA Delphi FoxPro Access etc e ActiveX for use in IIS from ASP pages e SOAP server e Special control to get rates from within MS SQL Server Stored Procedures e NEW Commerce jobs can now be run over the internet with a supported merchant processor Built in scheduling system to activate and deactivate tracks and modules Bridge to FacSys Native email as PDF Open SQL Stored Procedures now have additional result parameters to more easily post job details tracking number etc into discrete database fields Save shipping labels to disk option Additional shipping overrides Lightweight ZPK builder for making UPS shipping templates Slew of new HTML email merge features Support for Gammalink fax boards e Updated and expanded documentation Requires OmniRush PDF module and or third party PDF converter software not included with OmniRush Detailed Fix List Build 370 Commerce NEW Internet mechanism for merchant processing Module setting NEW Complex commerce jobs so that an email fax or print confirmation can be sent to customer UPS Shipping NEW Support for Zebra thermal label printers NEW ZPK builder for shipping templates installed into client directory x PedEx Shipping NEW PO Box detection fails the job more quickly Build 359 General FIXED Track settings allowing
283. e on Linux and NT and others In most cases the SMTP relay should be on another PC not the OmniRush server but on the same local ethernet as the OmniRush PC The SMTP relay system should have plenty of disk space and should be configured for at least 4 concurrent send threads Note that the SMTP relay server must meet these requirements e Must allow relaying from the OmniRush Server PC e Must not require authentication authentication is not supported Module Technical Reference TECH REF UPS Shipping Module Quick Links UPS Shipping FAQ 446 Technical Reference attention existing OmniRush systems v5 v6 configured for UPS shipping When OmniRush v8 is installed the existing UPS functionality will be disabled until the v8 setup procedures are done This includes installation of ShipRush v3 and conversion to new templates UPS Shipping Setup The OmniRush UPS Module is bridge to the ShipRush UPS Pro SDK If ShipRush UPS Pro is already in use by desktop users OmniRush can use it also If not ShipRush UPS Pro can be installed on the OmniRush Server PC Configuration Options Stand Alone ShipRush UPS Pro is installed on the OmniRush Server and is used only by OmniRush EI ShipRush v3 Pro Server installed in Stand Alone OmniRush Server Multi Use ShipRush Ceniric Existing ShipRush UPS Pro Server used by ShipRush Client users amp the OmniRush Servers Shipments are submitted via CRM SQL system and the
284. e the OmniRush Video Library Macro Buttons Macro buttons allow simple creation of a scheduled activity in GoldMine and SalesLogix There is no user interaction One click on the toolbar creates the pre configured scheduled action This is then processed by OmniRush Script Buttons Script buttons execute preconfigured blocks of VBA like code in the Windows Scripting Host You can use any valid VBScript and it will be run using the Windows Scripting Host Tips GoldMine Automated Process Attachment Tips You can use VBScript continuation characters and constants to format the text and make the code more readable For example call ShowDocumentDialog _EMAIL _EMATL _ Custom_Price_ List rtf _ Custom Price List rtf _ Your custom Widget Price List is attached Greetings vbCR vbCR _ The price list is attached To purchase we need the your credit application and a PO _ Fax your PO to 206 111 1111 vbCR vbCR _ Thank you for your interest in our widgets 146 Administrator s Guide In the example above the underscore _ lets us put our code on multiple lines so it is more readable in the script editor The vbCR reference is a VBScript constant that puts a carriage return new line in the text so the text block is nicely formatted The is the string concatenation symbol in VBScript allowing VBScript to see the whole thing as one big long line which is awkward to edit i
285. e to 1 Resolution of GoldMine Phone Format Flag 392 Technical Reference The state of this flag can be viewed in GoldMine by going to Edit Dial Phone Edit Phone Format in GoldMine However if data was imported into GoldMine what is displayed here may not be accurate and the data should be checked with BR You can set this flag one record at a time via the GoldMine dialog in Edit Dial Phone Edit Phone Format Resolving this problem en masse on your GoldMine data requires some low level manipulations of your GoldMine files If you are not comfortable with global replaces or the Browser utility please get a GoldMine VAR or a DBA to do this BACK UP ALL DATA 1 First back up your GoldMine Contact directory Now check with BR or a database browser the contact1 gt status field This field should have a U in the left hand column for USA numbers and an I for International 4 Use BR ora GoldMine global replace to set it appropriately Note This can be modified one record at a time in GoldMine by selecting Edit Dial Phone Edit Phone Format This may show as USA if STATUS is blank Flipping it back and forth can set it correctly Steps for using BR to quickly check your data The BR utility can be used to make a quick count of how many records in your database are set for USA or International These steps are for the BR4 utility for GoldMine v4 Similar steps apply to BR for GoldMine v5 x 1 Open the CONTACT1 fil
286. e tool to use VBA Document Processing Introduction Audience This section is for advanced OmniRush users and VB VBA programmers Users with FaxRush v4 server side VBA experience will have a head start here First we will discuss VBA itself what is VBA and then VBA Document Processing in OmniRush What is VBA Microsoft Visual Basic for Applications VBA is an easy to use Visual Basic like language that can be used as a scripting language to program and automate many applications Solutions can be easily customized to meed the exact needs of the user VBA has opened up a new world of capabilities for the OmniRush Let s look at just a few of the possibilities e Customized reports Graphs geometric descriptions construction reports volume tabulations legal descriptions and other output can be merged directly into the OmniRush document templates dynamically at merge time with customized formatting 267 OmniRush Administration amp User Manual e Data import Raw and summarized survey data geometric information DTM data cross sections and many other types of data can be imported from just about any source Data can also be extracted from databases using ODBC drivers or ADO connections You are not are not limited to ASCII formats VBA can read and write complex binary files and can also link directly with other VBA compliant software systems You can use the Internet to get merge in dynmaic data see the OmniRush
287. eassigned to a device by highlighting PCI IRQ Assignment and pressing the ENTER key to see the IRQs being used by the PCI devices 390 Technical Reference Here are listed the slots that have boards Use the LEFT arrow key to change the IRQ for the PCI device These are the methods that should be used when the uPCI Trufax cannot be found because another device is sharing the same IRQ Troubleshooting the Administrator Module Gears Have Question Marks The Administrator communicates with two parts of the OmniRush Server e 2Z Firm Database Engine e Launcher Module s If communication with the Z Firm DB Engine fails you will not be able to log into Administrator If communication with the Launcher fails modules will appear in Administrator with question marks on them 2 Merge Email Server amp Hardware Fax Module E Print Merge Module In the example above the modules are set to inactive but their real time status is not known For example they could be shutting down at this moment e g up but in transition to down state A green gear with a question mark C would indicate that the module is set to active but its actual state is not known It could be up down or in transition To resolve check the following e Launcher is running on the OmniRush Server PC e From the workstation the OmniRush Server PC is ping able by PC name and address e Check the setting in the Administrator s File Administrator Settings menu Se
288. eated the tracks shown above you would now create a GoldMine user via the GoldMine File Configure Users Settings named LASER Put a random password on this user so no one accidentally logs into GoldMine as this user Now schedule the first test job Go to a contact in the CRM system that has your own contact information on it Click for example screen shots ACT GoldMine Microsoft CRM e e e e SalesLogix As a second test job schedule a merge form Click for example screen shots ACT GoldMine Microsoft CRM SalesLogix What should happen The job should print on the printer configured on the track and the job record should move to the History tab in the CRM system You are now printing with OmniRush See the User s Guide in this help file for more information on managing your document library and setting up your system for easiest possible use Possible Problems Job stays In Pending user stays at LASER Check that modules are running green turning gears in Administrator and that the LASER track is active and set to a printer Job stays in Pending is rescheduled to the creating user The job failed Look at the notes on the job record to see the error message Job goes to History but does not print Check that you can print from the OmniRush Server PC to the printer in question use Notepad or Write Check the network print spooler for the printer the job may be spooled behind other print jobs Configurat
289. ecipient name etc This same format is used for inbound and outbound faxing Your code plugs into the picture as follows 313 OmniRush Administration amp User Manual Push TIF and fax job Y gt attributes into yourfax 7 Le P system Se ee Y Gs N Your Code 2 d Aa y A ge N SS ee E ex lteppenain Push inbound ef E Taxes and outbound Anal AJ status information into OmniRush Next Getting Started with Bridging Getting Started with Bridging To get started with bridging take these steps 1 Review the sample code in the OmniRush Examples Sample Code directory 2 Watch OmniRush work by configuring a Fax module for bridging then push a job to it to see the output to the file system Drop the example input files into it to see the fax flow into the OmniRush Viewer Plan your code to integrate with this data stream Build a protype and test it with OmniRush Stress test OmniRush to taste o mo p p Perform final implementation Next Configuring Fax Module for Bridging Configuring Fax Module for Bridging In the OmniRush Administrator e Create a new hardware fax module 314 Developer s Guide e Configure it for local file system Fax Bridge Module Bisi x Type Brooktrout Modem Fax Version 1 00 00 TI Make module active Host PC ZF WIN2K DE 2 General Numbers Fax lines ports Use Fax modems On send V Fdev2 c winnt faxinvoke exe
290. ed faxes e Print to Fax Client For print to fax and print to email Understanding Shipping Shipping with OmniRush Quick Links e How Shipping is Really Done with OmniRush e Shipping Reference e DHL Shipping Requirements amp Details e FedEx Shipping Requirements amp Details e UPS Shipping Requirements amp Details OmniFush is a very powerful shipping server for DHL FedEx and UPS shipping It is easy to set up and allows shipping to be completely integrated into supported CRM systems GoldMine SalesLogix Microsoft CRM or most any SQL database including Microsoft SQL Server Oracle MySQL Pervasive etc database OmniRush uses a unique template approach to shipping A template extension ZPK or FRP contains the description of the shipment e g shipping service package weight declared value etc To ship you simply trigger the template OmniRush does the rest and puts the tracking number and other details in your CRM or SQL database for easy reference later OmniRush can also automatically send the shipment details to the recipient via email fax or even by voice call using text to speech 26 Administrator s Guide Each shipment can have reference text that prints on the shipping label This might be an order invoice number or instructions to the shipping room e g PSU 343 or Widget Demo Kit B Since this prints on the label the shipping staff know what to send Shipping with OmniRush is easy
291. ed faxing Be sure to see the list of supported models For a friendly discussion of a good starter OmniRush Server PC see the discussion In many cases a dedicated PC is not required to run OmniRush Powerful server PC s can run other applications in addition to OmniRush See the Software Coexistence matrix for more information Recommended Minimum Server for Heavy Fax Loads 2 ghz or higher CPU 1GB RAM 40 GB Free disk space supported operating system Appropriate Brooktrout fax board or internet fax account System is dedicated to FaxRush Other Requirements TCPIP must be installed on the Server PC See section on networking for details Internet connectivity from the OmniRush Server PC is required See discussion in Internet Connectivity Modules may have specific hardware and software requirements See the section on the module for specific requirements The OmniRush Server Installer requires that a local C drive exist on the OmniRush server and that this drive is available for read and write The PC Name length is limited to 18 characters If the PC name is longer than this shorten the name and reboot before installing OmniRush Related Software Required IE5 or higher must be installed Office2000 Office XP or Office 2003 is required for merge fax merge print some merge email functions only the Microsoft Word portion of Office is needed Optional ACT 2006 aka v8 2007 aka v9 or 2008 v10 Stand
292. ed from 1 up Newly received faxes can be seen in the Administrator Documents Inbound folder and in the OmniRush Viewer Fax Receive Advanced Options FaxRush supports the following options for fax receiving Forward faxes to a specified user s Private folder in ODMS Save files as multi page TIF files to a directory on the file system to be managed by your own tools Popup notification on newly received faxes Auto forward received faxes by user based on DID Use the FaxRush Viewer to link received faxes to CRM contact records When faxes are auto forwarded this is a user centric approach where it is desired to get received faxes to the right user When faxes are linked using the FaxRush Viewer this is a CRM contact record centric approach where it is most desired to get received faxes linked to the correct contact If the CRM system supports it they can then be forwarded around within the CRM system The Forward option allows for Automatic printing of received faxes Automatic emailing of received faxes Both of the above 109 OmniRush Administration amp User Manual Fax Received No action to take Get the user set as the orweard user on the port Get the tracks set inthe On Inbound for the user If email track get the email address from the user Push the job to the track s The OmniRush design allows for great flexibility as these options are
293. ed on the OmniRush Server 2 Save as file type RTF Rich Text Format 3 When placing graphics set the position to be relative to the page for vertical and horizontal positioning 4 Keep the file size under control Under 350K is optimum under 1MB is fine Larger will work but over 2MB may slow down performance on large broadcast jobs See the special Word tweak to make RTF files with graphics really small 5 Complex jobs or large files can often be broken into two chunks A first page RTF with merge codes and subsequent non merging pages already converted to TIF with the OmniRush Rasterizer Then schedule the two files together for the full kit Managing file size Inserting graphics is the 1 cause of large files The first step is to modify the registry on the system where OmniRush templates are made as this will result in dramatically smaller file size If more reduction is needed not likely use these guidelines 1 Scale the graphic to the target size in a picture editor application such as PhotoShop Microsoft PhotoDraw or Windows Paint before inserting into Word Don t insert a 3 inch square logo into Word and then scale it down to 1 inch square Scale it first outside word then insert it 2 If the document will be used for faxing convert color graphics to grayscale or monochrome in a picture editor before inserting into Word 3 If the document is for emailing and you want color graphics convert the graphic to
294. edEx shipping The printer generates 4 x6 or 4 x8 self adhesive labels that allow for easy peel and stick application Since OmniRush can tag the label with an enclosure code the mail room always knows what to do with the label With OEM label stock the adhesive is excellent and the carriers do not require a pass of tape over the label When the Eltron printers are attached to the network OmniRush can print labels anywhere in the building even anywhere your WAN or VPN reaches Thermal printers usually have both a serial and parallel port and are ideal for attaching to a network print server in the shipping area Parallel port attachment offers the simplest interface as the parallel cable is a standard implementation To connect an Eltron to a serial port see the page on that subject Supported Models include all Eltron Zebra models that have full bar code kits in firmware including Maxicode print a 4 inch wide label and include EPL2 Eltron Programming Language Supported models include but are not limited to Eltron Orion Model LP2443PSA Eltron Ht 146 Eltron LP2348 Zebra Model 105S and compatible ZPL printers These printers print a four inch wide label The label stock comes in different lengths The label size requirements are as follows 357 OmniRush Administration amp User Manual e UPS and FedEx Ground shipping 6 inch or longer e FedEx Express shipping 6 75 inch or longer Z Firm recommends that if any FedE
295. eeeneees 191 Creating Custom Merge Alases AA 194 Custom Merge Code Examples AA 195 Advanced Merge Options maniua unnta a era ana aaae aaan aaaea easan aa aaraa raaa 203 Advanced Merge Options ees icetctsereechtieeenat ieeteedinre ese aneas eaei sven AER EECH 203 Calling Stored Procedures from a Merge Alias cc ccceecceceeeeeeeeeeeeeeseeeeeeaeeeeaeeeeeeesas 204 Merging Ee E wee IT 206 Merging External Data seistes a AEA TAa A PRAE AS ETA A EEE EAE 208 Data Driven Compound Documents 209 Run Time VBA Proc s Siirron Ta KEA TEEN E ERREN EEEN AAAA 210 Adding Bar Codes to Merge Documents 210 Notes On Oracle Merge Codes A 211 Optimizing Merge Codes AA 211 Gurrency Spaus ed dese cates sng sabes eege A naa aa Aaa u std deses vanseBessadievnnaetecs 212 Merge GoldMine User Vars 0 ccccccccseeeeeeceeeeeceaeeeeaaeeeeeeeceaeeesaaeseeaaeseeeeseaeeesaeeseaeeeeaees 212 Other Document and File Types cccccceeeeeeeeeeeceeeeeeeeeeeeeeseaeeeeeaeeeeaeeseeeeeseaeeetaeeteaeeseeeees 217 eh l R TEE EE S EAEE TE EN OE ET TIE 217 leie uge Cu 218 Document Management Options cccceeeececeeeeeeeeeeeeaaeeeeneeseaeeecaaeeseaeeseeeeesaeeesaeeseneeeeaees 218 Internaltor External aAa aeia raea AR RAAE Aar dco EELER An badd beeduacibee uc oeesaeeies INTARESSA 219 ODMS Check In and Check Out 220 ODMS Rights Management Concepts ssseesssesseeeseeseetettttstnnstrnstnnstnnntrnsrnsstnssrnssrnnnns 221 Driving Jobs from the CRM Gvsiem 2
296. eet Customer s requirements or that operation of the Software will be uninterrupted or error free 6 INFRINGEMENT INDEMNITY If in Z Firm LLC s opinion the Software is likely to become or does become the subject of a claim of infringement or misappropriation of a U S patent copyright trade secret or other proprietary right Z Firm LLC at its election may either i promptly replace the Software with a substantially compatible and functionally equivalent non infringing software product ii promptly modify the Software to make it non infringing and substantially compatible and functionally equivalent iii promptly procure the right of Customer to continue using the Software or iv if none of the first three options is commercially feasible at Z Firm s sole discretion may terminate the license for such Software without refund or payment of any kind Customer shall promptly notify Z Firm LLC of any claims concerning its use of the Software and shall not independently defend or respond to any such claim Customer shall cooperate with Z Firm LLC in the defense of any such claims at Z Firm LLC s expense as reasonably requested by Z Firm LLC Customer s failure to implement an enhancement upgrade or modification requested or required by Z Firm LLC shall void the indemnification provided in this Section 6 THE REMEDIES SET FORTH IN THIS SECTION SHALL BE CUSTOMER S SOLE REMEDIES IN THE EVENT OF AN INFRINGEMENT CLAIM RELATING TO THE SOFTWARE
297. eference FIXED Ctrl C V in the Fax Description line FIXED Some problems linking faxes to SalesLogix contacts IMPROVED General performance print performance Build 298 RELEASED OmniRush 5 1 0 build 298 Internet Fax Details Internet Fax Throughput Tuning A common need is for maximum throughput with Internet Fax In this scenario many thousands of jobs need to be processed and sent in a short period of time OmniRush can pump out 1000 or more pages per hour of internet fax with the right setup To maximize throughput three parameters are primary The Merge Document the Track Settings and the Easylink settings Merge Document Fastest performance is with a static TIF file Merge forms can be very fast but you need to watch the size of the RTF template For speed the ideal template is 100kb or less and 250kb or less is acceptable in most cases OmniRush can handle larger templates of course but over 250kb will start to impact overall throughput See the Tips and Tricks page to see how Word can save small RTF files The main cause of large templates are inserted graphic images logos etc Images should be downsampled to 200 dpi and converted to monochrome grayscale or 256 color before being inserted into the document Monochrome is best but getting the half tone right can be tricky Use grayscale instead of color whenever possible Use Photoshop or similar image editing application to do this See
298. egrate with the GoldMine Fax Button or Merge Template FaxRush option The PDF support in Release 1 of OmniRush does not support PostScript files Fax modems are not supported in OmniRush v5 Release 1 The new lower cost TruFax offers more reliable faxing than any faxmodem can The OmniRush Server cannot run on Win9x FedEx Module for FaxRush v4 FRP files are not compatible with OmniRush New FRP files are installed when OmniRush is installed ShipRush v1 0 generated FRP files for FedEx shipping cannot be used by OmniRush A new utility included with OmniRush is used to create FedEx FRP templates for OmniRush dh are several new implications of OmniRush in relation to FaxRush v4 x 42 The OmniRush Server now has its own built in client server database engine The OmniRush Server will maintain data files templates and the internal OmniRush database locally on the OmniRush Server PC This means that the OmniRush Server PC will need consideration for backup and will also need free disk space which it will consume gradually as it is used so disk space should be monitored periodically Installing OmniRush on a FaxRush v4 PC will disable FaxRush v4 FaxRush v4 will not be supported by Z Firm if OmniRush has been installed on the system even if OmniRush has been removed using a tool like Ghost to make a restorable image of the v4 system before installing OmniRush is strongly recommended OmniRush has a new feature An inter
299. either 256 color or 16 color before inserting it into Word 4 Avoid super high dpi graphics A 600 dpi image is appropriate for color glossy printing but gains nothing for fax email and print 200 or 300 dpi is the most ever needed for email and print documents 200 is fine for fax fax is about 200 dpi in any event Convert graphics to the lowest acceptable dpi before inserting into Word 167 OmniRush Administration amp User Manual Label Printing Printing Labels with OmniRush Easy label printing for parcels envelopes and merge jobs OmniRush is an excellent label printer e Printing to a shared CoStar label printer or to multiple CoStar printers e Printing one at a time or en masse to tractor fed labels on an impact printer e Printing to one up labels on a laser printer The benefits of OmniRush for label printing include e Label printing is logged in GoldMine e Labels can include enclosure codes e Labels can easily print to main and other contacts e Create labels from Automated Processes in the CRM system e Remote users can print labels on the central office label printer e Labels can be printed along with the cover letter as a set e Zero client footprint No software to install on client stations just GoldMine What you need to print labels with OmniRush e Dot matrix impact printer with single wide tractor fed labels or e CoStar label printer either local to the OmniRush Server or on
300. eiving faxes In this case less than 25 of inbound calls would get a busy Since fax machines automatically retry 3 times typically it would be essentially a 100 success rate on the first try Get two phone lines have the phone company make them a hunt group and inbound is covered Now on outbound we are dealing with the same issue 1 channel can do it but there will for sure be delays often of an hour or more Attorneys do not have that kind of time to wait for the machine So for sure 2 channels are needed for outbound and maybe 3 if delays want to be kept under 10 minutes at all times Z Firm s recommendation For this customer start with 4 lines or with 5 if funds are available Marketing Firm 380 Blast It Everywhere BIE sends out a lot of literature They do not receive only send At peak they will send 2000 5000 in a shot and this happens about once a week These jobs can take hours to send but not more than a day 8 hours To stay well behaved BIE needs the system to shut down from 10 00 PM to 8 00 AM every day and all weekend so that home fax machines do not ring at night The Math BIE can use either FaxRush Internet Fax or hardware fax Either way the Schedule feature of FaxRush can be used to shut the system down at night and on weekends so no faxes will be sent at those times 5000 pages is about 83 hours of channel time 5000 divided by 60 83 3 hours So 10 channels could handle this load in an 8
301. em schedule a job to track UPS with a reference of UPS_GND_BOX_2LB zpk 3 Check job status after 30 seconds It should have completed UPS Optional Settings There are a number of optional settings for UPS shipping Before getting to them remember some items e f you want shipment notifications sent by email fax or voice the corresponding module and track should be set up and tested first General Tab e Shipment Schedule Pickup Delivery Notification OmniRush can send a message to the recipient to alert them that a shipment is en route to them The alert can include the tracking number tracking URL and other information see below for merge codes Shipment Schedule notification occurs when the shipment is triggered and the label prints 135 OmniRush Administration amp User Manual When these options are enabled tabs appear to allow the notification message to be composed amp UPS track 1 Ju Fnakled je Persisient duchiverdd Basic Estended UPS settngs Information Crisca Reports Save documerts Virbual races Gonca Ad Jezs Time Labit ar iles Adar vee UFS au H lt defaut gt Shinmery sched de nrtifratan fv Tracks EMAL Delault E M zil J IC netificaton Notif cation text Dear Firsth amex ALPS shipment aas heen sert In ynu ke tracking pnber is ZT ackirgNumhars ZNotesZ lzase use the tcllowing ud to crack your shpmen ZT rack ngU FL enw 3 Lare The message can contain
302. email attachments e Documents can merge any data in the database using OmniRush custom merge codes e Documents can include dynamically inserted signature graphics and other dynamic database driven content e Documents can include VBA document processing macros for powerful on the fly database driven document construction modification e Crystal Reports can be used which some users are comfortable with e Predictable printing The recipients will be able to print out the document and it will generally look just as it does in your office 160 User s Guide e Excellent control over layout The document is the layout of one or more pages so what you see during form creation and testing matches what recipients actually get Constraints of page oriented merge documents e Fax and print merge documents must be page oriented e Page based merge documents sent by email will always be an attachment to the email not the body e When emailing document attachment size may grow unacceptably large if high resolution color graphics are heavily used in the merge documents HTML Merge Forms HTML is only useful for email Visit a few web sites and print them and it become obvious why Web pages are often cut off when printed and there is no control over where the page will break what goes at the top or bottom of every printed page etc This is because HTML is a kind of screen layout tool it does not even try to be a page layou
303. ence 123 Override Codes s s s eeren 274 Performance and Througptut 381 Requirements ecceeeeeeeeseeeeeenteeeeeeaes 123 POG EX edit E EAE ein eege Ai e ege 53 File Types e tacctiicccceteaces bis teveeteareceetietes 217 ER AE IEA eg A eeiechesi er 261 ERP o as cbicarwdvenseevecbeeters 156 412 OmniRush File Tvpes 261 409 POF eeeige d iesesg eegen gei eise 158 363 PRU Fenelon a a E ERR 158 363 Til E ENE IA E 158 261 363 TAT E 158 363 ART 217 TRIER 156 412 EE 261 412 LID EST 261 412 rA DEE 412 Pie TYP S E E TE 158 Fle TYP S arrari aiarad iien 363 Find Files in Documents Branch 157 Firewall Internet Fax Heouirements 446 Requirements for FedEx Shipping Module NEE E 123 FRSDBUtiIIS 0 eceeceeeeeteeeeeeeeeeneeeeeeeeeees 59 463 OmniRush Administration amp User Manual FR5DBUtils exe cccceeeeeeeeeteeeeeeeeeeees 370 FR5Maintain ccccceceesesseeeeeeeeeeees 59 373 FHbMamtain eye 370 TrbWordMacro OI 268 ER t EE Leier 156 G General Server Settings ceeeee 79 EI EE 370 Global Root Path 79 Global Settings for OmniRush Server 79 GoldMine Advanced Merging ceceeeteeeeeenes 195 ASP Settings cccesesceceeeeeseeeeeneeeeeees 89 Automated Processes 247 288 289 Backing Up SQL D I 378 RI 87 Configuring for use with OmniRush 66 Creating the Database Connector 87 Currency Fo
304. ent 264 User s Guide Optional Settings BREE A The three fields below are optional Selecting a Sort field below will sort group members alphabetically by data in this Sort field Sort field e Wou may place information from the group member s contact record or the activity record in the group Reference field by enclosing the field name in braces as in Cal gt R ef Reference Conthist sUserid ContHist gt Ref The field below allows you to place a limit based on a filter expression which limits the actual number of records that are searched by the group Filter Expr lt Back Cancel Similar methods can be used to build groups based on failed faxes etc Consult the GoldMine documentation for a full description of group building GoldMine SQL Reporting on GoldMine SQL Front Office is straightforward using MasterMine or Crystal Reports The following query retrieves a list of failed faxes from history select cl company cl contact ch ref ch ondate from conthist ch mailbox mb contactl cl where mo recid ch linkrecid and cl accountno ch accountno and mb recid gt 8ILT7Haaaaaaaaa and ch resultcode NFX and mb rfc822 like Sunable to reach and ch ref like new sl prosp rtf 265 OmniRush Administration amp User Manual 266 Developer s Guide Introduction OmniRush has several API s Deciding which one to use depends on your nee
305. ent RTF files made with MS Word can have database information merged into them and then be emailed as attachments If OmniRush is equipped with the optional PDF module RTF and TIF attachments can be automatically converted to PDF and then sent as attached documents This is particularly powerful with RTF merge forms as they are 1 Merged 2 Converted to PDF 3 Emailed as an attachment All other file types are attached without modification by OmniRush See also RTF to PDF Merging PDF Conversion Options PDF Support Page Oriented vs HTML Merge Forms Merge Documents Print to Email The OmniRush Universal Client allows print to fax and print to email from any Windows application Print to email sends a picture of the print out to the recipient The picture is a TIF file that is attached to the email message If OmniRush is equipped with the optional PDF module this TIF attachment can be automatically converted to PDF by OmniRush So the recipient receives a PDF file attachment Print to email is particularly useful for accounting applications to email invoices and statements and to send a picture of a document e g a proposal or quote as it stands now The document can then be edited and sent again Direct Inward Dial DID DID lets you assign each user an individual fax number Faxes sent to this number are emailed or forwarded directly to the user Each individual fax number can be handled differently For example
306. er e Windows 2000 Terminal Server e Windows 2003 Terminal Server If Installing the FaxRush for Hardware Fax Brooktrout TruFax or TR1034 board No hardware required on _ workstations Other Modules e Microsoft Word version 2000 XP or 2003 is required if OmniRush is used for merge fax print and merge to pdf and email e Most modules have no hardware requirements Check module documentation for specifics The actual minimum depends on the CRM system in use First refer to the recommended not minimum hardware for the target CRM system If the CRM system requires more advanced hardware than OmniRush follow the CRM system recommendation These are minimums for a basic one or two port OmniRush server used for faxing and for no software other than OmniRush Note that when OmniRush is used with a CRM system e g ACT GoldMine SalesLogix etc the OmniRush Server PC must meet at least the minimum requirements of the CRM software which may require faster hardware than listed above Note that heavy workloads more than three modules or more than two fax lines may require faster hardware Recommended Minimum Server 64 Administrator s Guide 1 1 ghz or higher 512 MB RAM 20 GB Free disk space supported operating system Brooktrout TruFax or TR1034 interface for hardware based faxing Be sure to see the list of supported models For a friendly discussion of a good starter OmniRush
307. er Sales Engineer Acct Manager Title Phone number Contact record Account Manager Into Lee Ihis is the short username the login name Good for sig graphics LHogan phxpe com Account manager email address Lee Hogan Full username of account manager Field Sales Rep Midwest Acct Manager Title 6025551074 Phone number MSCRM v1 x Merge Business Unit Name Merge Business Unit Name This merge code grabs the Business Unit name that can then be merged into documents So a single template could be used by multiple Business Units Steps 1 Create a new Merge Code 2 Name it BN for Business Name 3 Set it to One Row 4 Paste in the following SQL select name from businessunitbase where businessunitid in select owningbusinessunit from contactbase where contactid amp CONTACTID 5 Now use the merge code amp BN_Name in merge documents Advanced Merge Options Advanced Merge Options OmniRush has a number of advanced options and techniques to enable any dynamic document This section is for the advanced user If your site needs assistance implementing these options 203 OmniRush Administration amp User Manual consider Z Firm s advanced technical consulting services In this section the following techniques are discussed Stored Procedures Merging Signature Graphics Merging External Data Run time VBA processing Calling Stored Procedures from a Merge Alias OmniRush s
308. er fax module XML Data Field Description TiffFileName TIFF image full filename DestFaxNo Destination fax number always in 11 digits ready to dial format Starton Job start date time as string PageCount Number of page in the image JobID OmniRush internal job ID RecipientName Recipient name always formatted as CDATA RecipientCompany Recipient company always formatted as CDATA SenderName Sender name always formatted as CDATA SenderCompany Sender company always formatted as CDATA SenderFax Sender fax SenderPhone Sender phone FaxingRes Fax resolution 0 high 1 low TrackName OmniRush track name WaitForSendConfirmation yes or no Indicates whether job is waiting for confirmation rlt file or not ConfirmationTimeout If WaitForSendConfirmation yes indicates number of seconds module will wait for confirmation before fail the job this is a setting in the OmniRush admin If WaitForSendConfirmation Hi no always equals 0 Example XML Send File lt xml version 1 0 gt lt Send gt lt TiffFileName gt d temp outbound MJ1EMSRPDJULCLI tif lt TiffFileName gt lt DestFaxNo gt 14159491026 lt DestFaxNo gt lt StartOn gt 3 23 2001 4 45 16 PM lt StartOn gt lt PageCount gt 1 lt PageCount gt lt JobID gt MJ1EMSRPDJULCLI lt JobID gt lt lt RecipientName gt CDATA Bob
309. ered at 8 00 AM there would be a one hour delay before the fax was sent 7 The Category has been set to FAXRUSH this should be set to the appropriate Host Reference for the desired OmniRush Track Driving OmniRush from GoldMine Automated Processes This section assumes familarity with GoldMine Automated Processes GoldMine can trigger OmniRush jobs from AP by scheduling Other Actions to the appropriate OmniRush Track e Create a new event in the AP Track e Make the action a Schedule Action type Other Action e Set the Event properties as follows 247 OmniRush Administration amp User Manual Event Properties Ea Evert Evert Description C Sequential Sequence Ki fF ax Are You Happy with dome note e Preemptive 140 Trigger es Trigger or H Attempt to tigger only once X History Activity D Options f Trigoesi Fite Action D Pafo Actor fs chedule Activity Cee oe Note the only important setting above is the Action The other settings will be specific to your event On the Action Properties set along the lines of the following Schedule Action X Schedule Activity Se C CallBack C a Activity Details C Message O Assigned user c i le EI nen E aangua 1 Schedule x days into E ch a Fot ae User bom be e E From today Then on Activity Details set to taste Below is an example 248 User s Guide Driving Jobs from Thin Clients GoldMine Eve
310. es Available Time Recurring Group Schedule Primary User Contact Code Color Sam Jones D D EMAIL N DI Reference lon widget_promp frp P Date E 7 2001 D Time D Duration 0 fmn z L Alarm On Options IT Private M Link Q IT RSVP T Notify Check out the great pricing and features in our new Widget super pack The attached literature shows why Acme just has to use our widgets Activity Opportunity Project te i D none D New OmniRush logs all jobs into GoldMine history so the whole workgroup knows what was done by who and when Fields Notes X Contacts Details N Referrals Pending Links A Members User Activity Resut References o P Jul 27 00 RAFAEL Email Out for 5_lg doc Feb 25 01 RAFAEL Other Referral To Woof Inc Lap NEW 100 user oppty Mar18 01 RAFAEL EML g Additionally all OmniRush job types can be submitted by GoldMine network users remote users who sync thin client users Automated Processes and GoldMine DDE DLL COM Stored Proc api code Client Side Integration All OmniRush client applications print to fax and viewer offer their full feature set to GoldMine network users See the User Guide in this help file for details Scheduling to GoldMine Groups Broadcast fax jobs mass mail merge jobs UPS and FedEx shipments to multiple contacts this is done in GoldMine by scheduling a job to
311. es damages delays congestions reactions interactions or crises your only remedy is a refund according to the current Z Firm return policy which in no case will exceed the published retail price of the software Likewise if OmniRush helps make your business more efficient effective or enjoyable Z Firm does not expect a larger chunk of your revenue than the price list calls for Trademarks OmniRush ShipRush FaxRush CashRush and StripMine are registered trademarks of Z Firm LLC EmailRush PrintRush amp VoiceRush are trademarks of Z Firm LLC SalesLogix is a trademark of Interact Commerce Corp GoldMine is a trademark of FrontRange Solutions Inc Other marks belong to their respective holders Acknowledgements amp Technologies Portions of OmniRush are used under license These include but are not limited to This product includes Adobe Acrobat PDF Library Technology Portions contain an implementation of the LZW algorithm licensed under U S Patent 4 558 302 Portions Copyright Federal Express Corporation Portions Copyright United Parcel Service Portions Copyright Atomic Software Portions Copyright Lead Technologies Portions Copyright Brooktrout Inc Portions Copyright Interact Software Corp Portions 1984 2002 Birdstep Technology Incorporated With thanks to Gustavo Huffenbacher Daud for excellent tools OmniRush Administration amp User Manual How OmniRush is Licensed OmniRush is licensed based on
312. es 182 Merge Codes 184 Merge Codes ssseeseesseesseeeeeeee ree rerenees 185 Merge Codes cccsccceeeeeseteeeseeeeneeeeees 187 Merge Codes 188 Merge Codes 191 Merge Codes seseeseesseeseeeeeeee rererere nens 195 Merge Document Advanced Mergimg 203 206 Anatomy of a Merge Code 0 000 0 181 Bar Code 210 Best Practices 0 ccceesseeeeeenteeeeeenes 167 Creating a New Merge Document 162 Currency Formatting 0 cceeeee 212 Custom Merge Code Examples 195 Data Driven Documents 209 Date and Time Formatting 2 100 188 Examples sseeeeeeeeeeen neeese 167 195 FG SiZ Eua a E A 167 GoldMine dBase Merge Codes 184 GoldMine SQL Merge Codes 185 195 GoldMine User Vars cceeeees 212 HTML Merge Document Database Merge Codes 171 Example Useage sssr 171 HTML vs Page Oriented Document 160 Importing HTML into ODMS 171 Java Geint 171 Planning the HTML Content 171 Reserved merge tags c e 171 Tutorial with FrontPage seee 175 HTML Merge Document 170 HTML Merge Document 171 HTML Merge Document 171 HTML Merge Document 171 HTML Merge Document 175 Job Detail Merge Codes 184 Macro Merge Codes 182 Merging External Data ee 208 Merging Pictures and Graphics 206 Merging Sales Rep Picture 206 Merging Signature Graphics 206 MSCRM Merge Code 195 Page Oriented vs HTML Merge Forms 160 Phone Number
313. es or sets the fax number to send to Usually used when the job needs to go to a fax number other than the one on the contact record in the database Example use test tif FAX 12064445555 FCP NCP Stands for Force Cover Page FCP No Cover Page NCP Used to either force or suppress a cover page On fax jobs the presense of notes on the activity record normally triggers a cover page automatically These codes can either force a cover page if there are no notes or suppress a cover page if there are notes Example use test tif FCP test tif NCP EML lt value gt Overrides or sets the email address to send the job to Example use sales lit kit zpk EMIL joe acmesales com FAX JDA lt value gt Controls what OmniRush should do with the job documents on PRINT job completion By default OmniRush deletes job documents EMAIL This tag allows as follows Default X Delete D Archive A Link L Export E Export amp Sync Ss DHL FDA lt value gt Alternate Bill To shipper account FEDEX UPS For FedEx and DHL this can be the consignee or a third party FEDEX UPS COD lt value gt 276 account For UPS this will cause a Third Party billing method to be used to the account specified in the FDA tag e g UPS GND ZPK FDA 111222 Sets the COD amount for a COD shipping template the frp zpk must be for a COD shipment Overrides the COD amount in the shipping template Example use Developer s Guide P1 BOX CO
314. eseeeeeeeeeees 151 leie TUTE 17 Monitoring NT Event Log kA 375 OmniRush Log Files aaeeeeeeeeee 414 Move OmniRush to Other PC 375 MSCRM ee tetbeteetasteeitclenanivetasieti ities 94 MSDE ea eege nanara ae aaa 336 AELE 2 E A E 329 N NCP Override Code ccceesceeeeenees 274 NET SEND commande 111 N TWOrk IMG te Du ceveietons DR dt 397 New amp Updated Documentation Pages 428 NT Event LOG i yccescvsscees n i ar T 396 NT Services Drive Letter Access from NT Services 403 Logon ID and Password 373 Running OmniRush as a Service 404 Starting and Stopping 374 User Account 404 KHN 403 NT User Account sssseesseeeeeeneeeerererensen 404 O OCR Optical Character Recognition 368 ODMS Check In and Check Out 220 Finding FIS eioan 157 Internal or External Master File 219 What is Managed by ODMS o aaisaseaen 25 466 ODM O a Hien a e 24 ODMS Siecle gereechert ege aches A 218 Office AUTOMATION ccccceeesseeeeeesteeeees 14 OmniRush Backing Up OmniRush Data 370 Backing Up Z Firm DBEngine 127 Database 00 cececeeecceeceeeeeeeeeetteeeeeees 370 Disk Space Consumption 373 Document Store c ccsseeeesteeeeeees 370 Free Disk Gpace 373 Montorio eeee eee eeteeeeeenteeeeeeneeeeeeaes 127 Product Histo ces crcuongunnnane 15 Rename the Server cccessseeeeeeees 411 Starting and Stopping Automatically 148 What is New men 415 OmniRu
315. essful jobs A Total failed jobs H IV Fresh IV Processing V Complete Current jobs 1 di eat 7 Help wy ik 28 Cancel H Close ODMS Rights Management Concepts The OmniRush Document Management System has integrated security This allows document administration tasks to be delegated and controlled and allows portions of the document library to be restricted to specific users To administer rights navigate to a branch in the Documents tree right click and select Manage Rights The screen below appears e On the left select the Group that will have rights granted or revoked 153 OmniRush Administration amp User Manual e On the right select the document folder being managed e Check or uncheck the Rights check boxes 2 Grant Revoke rights for User Group Iof x User or Group to assign rights to Object to assign rights for Cascade V Eg Users El Root ni E Kee el Tracks pl Users ce E gett users ml Documents ml General Eh Shared ml UPS H E Samples em Z Firm Production OutFax Dir Set rights directly for user or group Set rights by modifying group memberships wi Dk xg ance e Users must have Read rights to a folder to see that the folder exists and to schedule documents from the folder e The Update right allows users to edit and rename files e The Insert right allows users to add documents to the folder e The Delete right allows users to remove documents from
316. et DPI to 300 every time the FaxRush Viewer saved a TIF to disk 1 Y_DPI 98 if Y_DPI in 93 103 2 Y_DPI 196 if Y_DPI in 186 206 3 Y_DPI 98 if Y_DPI doesn t fit into ranges above and Height lt 1200 where 1200 is a maximum possible height for lowres fax 11 inches 98 dpi Gap 4 Y_DPI 196 if Y_DPI doesn t fit into ranges above and Height gt 1200 5 Y_DPI 196 if Always High option has been selected in the fax track In cases 1 and 2 X_DPI stays untouched in cases 3 and 4 it s set to 196 explicitly Height Destination height depends on source image height and has 2 different branches regular and resize Resize is executed if a low resolution fax must be converted into highres because of track setting Always High Regular Source TIF Action Taken 0 11 2 inches make 11 inches cut if bigger than 11 add white space if smaller than 11 inches 11 3 13 inches make 11 inches by resizing may lead to quality loss 13 1 14 2 inches make 14 inches cut if bigger add white space if smaller 14 3 14 9 inches make 14 inches by resizing 15 100 inches send AS IS gt 100 inches raise exception and fail the job Resize 0 13 inches make 11 inches by resizing 13 1 14 9 inches make 14 inches by resizing 159 OmniRush Administration amp User Manual 15 100 inches send AS IS gt 100 inches raise exception and fail the job Page Orien
317. et of codes has not changed The codes that have changed are Old Code New Code FRU OWN override FROM user FRBU FWD override schedule back user These codes are viewed and changed in the Module settings for the Database Connector as shown below st Z Firm PROD GM SQL BE Type Host db i o Version 1 00 00 T Make module active Host PC ZF DARTH General Settings Extended Settings GoldMine5SQL Override Codes Result Codes Code used on activity reference line to set override the User to whom the job should be forwarded to once completed or failed J OK XM Cancel GS Close 43 OmniRush Administration amp User Manual Components Server Modules CRM Integration CRM Integration Overview The Goal of OmniRush CRM integration is to allow CRM users to create and manage OmniRush jobs from within the CRM system CRM users use the features built in to the CRM software to create and manage OmniRush jobs OmniRush connects to the CRM system using a Database Connector module The Database Connector is configured to log in to the CRM system and handles all jobs coming from the CRM system and being logged back into the CRM system Each Database Connector can only connect to a single CRM database An OmniRush server can have multiple CRM modules to connect to multiple CRM databases concurrently may require additional OmniRush licenses Step Target module x Connector
318. eterized Database Access 166 Crystal Reports cece eeeeeeeeenees 163 Crystal Reports cece cece eres 165 Crystal Reports n se 166 Crystal Reports Options sesseeseeeeeene 140 CSID How to set Fax CSID 106 130 Custom merge aliases Creating Custom Merge Aliases 181 191 194 195 Example Merge Codes s ssseeseesens 195 Oracle Merge Codes ccccccceecees 211 Stored Procedures ssssssssenneseeeneeeee 204 Custom merge allases 190 Custom merge aliases s nnnnoneaaaenaea a 191 Custom Merge Code 181 182 184 185 187 188 191 195 D Data Components of OmniRush 370 Data Driven Dynamic Documents 206 Database Connector Aliases for multiple GoldMine contact directories nreo aetema enanta 88 Aliases for Tracks 85 Creating a GoldMine Connector 87 Creating a SalesLogix Connector 91 DB Owner Setting eceeeeeeereeee 85 Extended Settings cccceseeeeeeee 85 General Settings ceeeeeeeeeeeees 84 Gold MINE os eret ea A E 88 Open SQL Connector Oracle Connection Ging 335 SQL Creating the Database Connector 334 Introduction 0 eee cece eeetteeeeeeeeeeees 320 Microsoft SQL Details 336 MSDE oi eege tected 336 Stored Procedures ssssseesaeee 327 Stored Procedures Introduction 327 Open SQL Connector 320 Override Codes 86 Result Codes 86 SalesLogix v Mb 91 SalesLogix V6 9
319. etteticekeceveetesativenighesize natant die EE 145 Client for SalesLogix Support Client 145 OMNIRUSH Keele TEE 145 Advanced Configuration Kee e 147 Advanced Configuratio camren eraan ee pheaebetativedtgheaivesa ege ea Taada AE a Ara Nid 147 Delles ee tech ad aa u manaa aston Ea Na EA Nar P AA a a A edysteacdee 148 Bee E TAE E E de Ge ccued divas tan dabeovaddduvetng Sin eege deeg 151 Using the AdmMIMStratOr erriaren marapa AREA ARANKA AR AE ARE AAN EAA PR AE KARKAT ASN ER ARARE TOE RERAN 151 The Administrator User Interface A 151 Starting and Stopping Modules ccccccecceeceeeeeeeeeeeeeeeeeeeeseaeeeeeaeeeeeaeseeeeeseeeesaeeeeeeseeeees 151 Track EE EU 152 ODMS Rights Management Concepts ssseesseesseesseeseeestttntstnustrnstnnstnnntrnnrnssrnssrnnsrnnsnts 153 Administrator Settings EE 154 OmniRush Managed Documents 155 Drag amp Drop with Administrator eeeesseeeesseeessrnsssirrssirnsstinnnsttnnnntinnnntinnnntnnnnntnnnnntnn nanna 155 Document Package iai arain AAR R AA AREAK TEA EEE ERARA F TANER ANEA AEREO A RARMAN A RAEE STATENE 156 elle Hues Hei 157 DOCUMENTSON SOM EE 158 Table Of Contents Supported File Jupe EE eect eerie he hie ive tes aa eben RER eee 158 STEE 159 Page Oriented vs HTML Merge Fomms ssssssessessessieesiessiesrissristrinstinstnnttnnntnnttnnnennsen nenn nnnn 160 Merge Documents for Fax Email and Print cececcccecceeeeeeeeeeeneeeeeeeeeeeeeceaeaeeeeeeeeeeeenaees 162 Merge Docu
320. everse order so the pages are back to front in the PDF This can be resolved with a print driver setting Z Firm has advises to use the following print drivers e Tektronix Phaser 300i requires pages reversed see below Alternates e LaserWriter 16 600 PS e Tektronix Phaser860DX Reversing pages Some PostScript printers output in reverse page order To resolve this take these steps Stop the OmniRush Print Module wait for it to completely stop Open the printer folder Open Properties of the OmniRush PostScript printer Go to the Advanced tab press Printing Defaults Set Page Order to Back to Front Save the settings Restart the OmniRush Print Module POE Se oN Fax Bridge Module Internet Fax Server With internet fax OmniRush does all its processing of the faxes but hands the fax off to another fax server for final delivery The fax server might be on your LAN WAN in the case of a RightFAX server or on the internet in the case of an IFSP such as Easylink Internet Fax Internet fax allows OmniRush to process jobs and submit them to an Internet Fax Service Provider IFSP for final delivery OmniRush has extensive integration to allow the true final 117 OmniRush Administration amp User Manual status as reported by the IFSP to be logged in the CRM system Click here for a diagram that shows the process To use Internet Fax the steps are 1 Open an account with Venali formerly VisionLab or Easylink a Fo
321. ew Module Logs to see if there is a problem e A problem at step 1 or 2 will result in an entry in the Launcher log e A problem in step 3 will appear either in the Fax Hardware module log or if there is a more general issue in the FR5LOG ixt file Possible issues when running in NT Service Mode The NT userid password given to OmniRush during installation are no longer valid So the Service cannot start This can be changed one service at a time in the NT service manager there is a login ID PW field pair Alternately see how to do it globally in this section The Module is starting but is failing to see the ports See the fax module log The Module sees the ports but cannot initialize them See the fax module log Troubleshooting Brooktrout Cards Background check e Using a supported model e Running a supported Operating System 387 OmniRush Administration amp User Manual Brow Style TrueFax boards and TR1034 boards use the BOSTON drivers These drivess have their own configuration and logging system When working with BOSTON based boards the first step is to ensure that Boston itself can see and configure the boards If this cannot be done contact Brooktrout technical support 0 4 Old Style TruFax and TR114 there is no faxinit log file There is also no FaxInit or RunFaxIn NT Service The way to tell that the driver kit is completely installed is 1 Open the Windows Device Manager Control Panel System
322. ewer are supported on Win2K Terminal Server XP 2003 OmniRush Server can as an NT Service and can also run as an application Critical server errors are logged to the OmniRush log and to the NT Event Log in the Application section OmniRush supports Brooktrout hardware and Internet fax including the latest PCI products from Brooktrout Server can now be configured and managed stopped started queried etc from any PC on the network Complete support for SalesLogix including print to fax client and inbound Viewer Linker Server now can maintain the outfax files in an outfax directory or internally in OmniRush own document database ODMS the OmniRush Document Management System Internet fax now can schedule back failed jobs and is configurable for the same user experience as hardware fax the default configuration is that hardware and internet jobs schedule back fails and complete successes Tons of new PDF features OmniRush Server can now support e Multiple GoldMine or SalesLogix systems from a single server requires additional software license e Multiple GoldMine dBase contact databases requires additional software license e Concurrent service of Goldmine and SalesLogix requires additional software license All new Print to Fax and Viewer client applications Administrator s Guide e Print to Fax for GoldMine amp SalesLogix e Print to Email for GoldMine amp SalesLogix e New Viewer offers Folder
323. export shipment data to csv excel and other formats PLD Upload The end of day barcode will indicate on it in clear text near the bottom if the PLD upload has been failing for more than a day Other ways of monitoring the upload are 1 Checking the ShipRush End of Day list for the status via the View Shipments area of ShipRush Rate Files and Fuel Surcharges Shipment rate file data is part of the ShipRush system New rates are provided with ShipRush updates Fuel Surcharge This is set in ShipRush Settings Overriding the Tracking URL 450 Technical Reference By default OmniRush saves a tracking URL to the CRM SQL system that can be used to track the shipment In certain very specific cases a site may need this URL directed to a custom tracking server of some kind This can be done with a registry key on the OmniRush Server machine Use the carrier module needed HKLM SOFTWARE Z Firm LLC UPS Communication Module HKLM SOFTWARE Z Firm LLC FedEx Communication Module HKLM SOFTWARE Z Firm LLC Airborne Communication Module Registry string name TrackURLOverride Registry string format http url TRACKNO Sample registry value http my custom trackserver mydomain com processRequest tracknum TRACKNO TRACKNO will be replaced with shipment tracking number UPS Shipping Module FAQ use my UPS Account with other shipping software Can I use it with OmniRush also Yes A UPS Account number can be used c
324. ey to understanding this part of OmniRush is to remember that the SalesLogix ACTIVITY table drives OmniRush A single record can trigger a simple job or complex job to any OmniRush module OmniRush does not care how these ACTIVITY records are created You can use SalesLogix s VBA SLGXAPI DLL Stored Procedures Remote Sync Processes or any other mechanism that will create the appropriate ACTIVITY record 227 OmniRush Administration amp User Manual Your job is to create the ACTIVITY record OmniRush does everything from there on For example to send the document package widget_promo frp to Sam Jones via email the following might be scheduled in SalesLogix Schedule To Do EN General Recurring Activity Times Alarm Date 2 20 2001 rere Set Alarm IV Timeless Lead Time 00M D minutes el P5 H mintes z Options Contact ones Sam q Et None e Account Acme Corp al Category EMAIL S Opportunity Q Leader Administrator q Regarding widget_promp frp SS Notes Sam Check out the great pricing and features in our new Widget super pack The el attached literature shows why your firm needs our widgets H Scheduled by Administrator on 2 20 2002 Example email fax fax with cover page shipping and print jobs from SalesLogix If you create programmatically the same record in ACTIVITY that SalesLogix creates from its Ul then you are driving OmniRush from code
325. f ORNETSTOP FIXED Track options to save and link files archive files etc All these options should work properly now Some information 1 In Delete File mode the default ZFS files would be created and linked when running in GoldMine mode Now ZFS files are no longer created at all in any mode 2 Full documentation on the options and what they do will be in the 327 help file ENHANCED The Microsoft SQL and Oracle sample scripts are now better commented and are more complete FIXED Text files scheduled to fax should now fax or print properly Build 319 General NEW RTF file size detection S General Server Settings OmniRush now detects large RTF files and will fail files that are too large This setting can be changed in General Server Settings NEW ORNETSTOP can now be used on tracks and modules eee TOOLbar FIXED Assertion error when COD collection type is left blank FIXED Tooltips problem in GoldMine on Win9x FIXED All known performance problems in GoldMine FIXED Can reload GoldMine multiple times and toolbar properly reloads each time NEW Approval code for returns on Credit Card VOID transaction NEW Toolbarloader systray option to reload the OFM file NEW INI tag that triggers automatic reload of toolbar on client stations AutoRefreshToolbar 0 1 turns the scanning of AutoRefreshInterval on off default to 0 AutoRe
326. f your proxy server is transparent you can check it by checking your web browser configuration If the web browser has proxy settings installed then the OmniRush Server PC Control Panel will also need proxy settings Supported Proxy Servers Supported firewalls and proxy servers include but are not limited to e NAT Linux Cisco Flowpoint and many other devices support NAT e Linux IP Masquerade another name for NAT in most cases e Microsoft Proxy Server e WinProxy however one setting must be modified e Transparent proxy servers e g proxy servers that do not require a proxy configuration set in the web browser e Standard http proxy servers with our without plain text authentication the Microsoft Proxy Server can also operate in this mode e ZoneAlarm will work however the correct OmniRush server module and or ATOMSVC EXE must be registered See below for SOCKS server information Known Problem Proxy Servers and Firewalls The following systems are not supported by OmniRush at this time If your network has no other route to the Internet then OmniRush cannot be used Note this will change as OmniRush undergoes further development 399 OmniRush Administration amp User Manual e The Norton Symantec Personal Firewall is problematic on High Security option Switch to Low security before installing or using OmniRush e HTTP proxy servers that use SSL or other encrypted forms of authentication WinProxy W
327. ffect ERROR Unidentified message received Build 459 x xUniversal Client FIXED SalesLogix Groups The same address would be listed for each contact CHANGED Several useability features Schedule Job renamed to be job type specific Button behavior enhancements in the Job History list Build 453 Generale FIXED Super long printer names would cause the print module to fail NEW DBIO setting to auto delete internal file if there is a file name collision 420 Technical Reference This only affects use of external files If internal file already exists but is in checked out state it will be automatically deleted and the external file used NOTE This option is turned off by default NEW Track setting for fax cover page x xEMail Module FIXED Crystal reports sent via html email now format properly if the email track Include HEAD and STYLE is checked NEW Headers tab on track setting to set additional html email tags x xUniversal Client FIXED When used to schedule large over 1000 html merge jobs the DBIO would process OK for some time and then hang requiring DBIO to be restarted x xLegacy Client FIXED Print to fax with cover page to a GoldMine secondary contact could merge the cover page to the primary contact xGoldMine DB Connector FIXED nbsp merging into job notes with GoldMine v6
328. files referenced are external files Finding Files 157 OmniRush Administration amp User Manual OmniRush has a fast Find feature to help locate files in the Documents area Simply click anywhere in the Documents branch and use the Action Find File or Folder option Wildcards can be used e g catalog to quickly find what you want When the found file s are listed double click on them to be instantly navigated to that document in the documents tree Documents to Send Supported File Types OmniRush supports printing faxing and emailing the following document types e Merge templates e RTF files created in MS Word v97 2000 or XP 2000 and higher preferred e Via email RTF files can be merged converted to PDF and then emailed e RPT created with Crystal Reports v8 v8 5 e Static do not merge PDF TIF RTF TXT e Document packages FRP ZPK OXP ZDF for advanced discussions on these file types click here Files for Faxing Fax transmission time the time OmniRush spends on the phone actually sending the fax is directly affected by the content of the faxed document Text and line art fax quickly Photographs color logos and color artwork can cause fax transmission times to hit 2 6 minutes per page or even more Wherever possible files that are to be faxed should be optimized for the fax medium This means e Convert artwork and logos to line art e Manually convert color artwork and charts to
329. freshInterval integerm of minutes AutoRefreshPrompt 0 1 Ask the user whether to autorefresh default to 1 NEW Toolbar loader can take an OFM file name or path filename so that diff users can use a central install of toolbar but each can get a diff toolbar 441 OmniRush Administration amp User Manual Administrator FIXED On a network the PDF options for email tracks would be disabled when Administrator was run over a network NEW User settings Fwd Folder This can now be set to any folder WEAN VOWS TAX NEW Can create rename use folders in the folder view Email FIXED Module now passes the HEAD section correctly without changing Pt FIXED Low resolution TIF files flipped to PDF resulted in a squished PDE NEW INCLUDE tag for HTML email merge to pull other files into the HTML see OmniRush help file for full details see HTML email in the ndex EW Can now merge into HTML tags see HTML email in the index EW XLS and other non core file types can now be scheduled as email ttachments nm z zZ H xxxHardware Fax FIXED If track was set to specific port module would send on two ports in some cases k ng Brivdgex FIXED If 100 s of jobs were imported in Sending mode and were aborted in Admin they were not exported FIXED RightFAX OmniRush was querying too soon and timing out too soon FIXED Easylink Option to turn on
330. full name will persist in OmniRush To modify open the user in OmniRush and set the correct name The Private Path allows the user to have a special user specific directory where OmniRush will look for external files This directory is searched first before other import folders So a file that exists in both the Private Path and the global Document Import Folder will be pulled from the Private Path Such files are imported into the User Import Folder The user Cover Page setting will override the module setting for cover page however if a cover page is set on the track the track setting will have priority User Rights for Universal Client By default the Universal Client allows access to all OmniRush job types for which there are OmniRush Tracks In other words if there are no shipping tracks the shipping options will not be available in the Universal Client Job types available in the Universal Client can be restricted using the User settings in Administrator 143 OmniRush Administration amp User Manual Deborah smith DDD elle Alpha pager User name IV Active Admin equiv First Deborah Pager IT Use extemal does Last Smith Phove Login DEBORAH Middle ie Password Title General On Inbound Availatle job types IV Fax Jv Print Iw Email J Commerce JV Voice EnvoyWordWide JV FedEx saipping Jv UPS shiping JV Airborne shipping LE SS Group
331. g copying or otherwise using the Software you agree to be bound by the terms of this Agreement If you do not agree to the terms of this Agreement promptly return the unused Software to the place from which you obtained it for a full refund or if downloaded destroy any downloaded copies The Software is the property of Z Firm LLC and is protected by copyright law and international treaties While Z Firm LLC continues to own the Software you will have certain rights to use the Software after your acceptance of this OmniRush Administration amp User Manual Agreement Except as may be modified by a license addendum which accompanies this Agreement your rights and obligations with respect to the use of this Software are as follows 1 VALID REGISTRATION amp IDENTIFING INFORMATION Installing this software will AUTOMATICALLY register you and your PC with Z Firm over the Internet Further usage metrics from this software may be uploaded automatically to Z Firm to assist with product quality and planning In no cases will this data be shared with any third party 1 1 Accurate Registration Information You must complete information forms accurately with complete and correct information including but not limited to Company name administrator s name phone fax email address mailing address etc Incomplete or inaccurate information is a violation of this agreement and voids all warrantees return policies and grants of license 1 2 Computer
332. g Environment Microsoft CRM v1 x Onote that MS CRM v1 x support is deprecated in OmniRush v9 0 and up L Click here for Microsoft Dynamics CRM v3 The Connector for Microsoft CRM MS CRM requires that the MS CRM system be installed configured and operational before installing OmniRush There are a number of options on how OmniRush can be configured so here are the details Environment Item Discussion Where to install OmniRush can be installed onto any Windows2000 PC Pro OmniRush Server etc that resides in the same Active Directory domain as MSCRM In nearly all cases OmniRush should not be installed on the MSCRM server See the software coexistence matrix for information on what can coexist with OmniRush OmniRush Server The OmniRush Viewer Toolbar and Universal Client do not Side Support Only integrate with MSCRM at this time MSCRM support is from the OmniRush Server which provides all job types from the built in MSCRM Fax UI from the OmniRush UI plugin and from MSCRM Workflow Fax Receiving with OmniRush can be used for receiving faxes with MSCRM when OmniRush amp MSCRM OmniRush is set to forward all faxes as email This can be set up with or without DID hardware In this scenario the OmniRush viewer is probably not used rather all inbound faxes are handled using the email system e g Outlook OmniRush UI Installing the OmniRush UI will require administrative access to the MS CRM Server s
333. g and Managing the Shipment The history record has the complete details of the shipment Here is a typical history record notes block OMNIRUSH RESULT Reference Client CSC Peak Sales TruFax PCI ugn zpk WGT 2 To track your UPS shipment please browse to the following URL http wwwapps ups com etracking tracking cgi tracknum 1Z999999034 1000670 Ship UPS Ground Tracking 129999990341000670 Courtesy estimate of charges 4 09 UPS transaction successful label printed on LPT1 USER NOTES This allows easy tracking of the shipment The ShipRush UPS module also prints a shipping manifest each day with a list of all the shipments for the day This list is also saved to a txt file Reporting can be done by running a report on the CRM SQL database The shipping communication sent to the recipient is configured in the shipping track The message is completely customizable and can include the shipment tracking number and tracking URL The communication can be sent by email fax or even text to speech voice On Open SQL systems the tracking number and charges are posted to discrete history columns in the history table Hint Most templates can operate as COD templates just by using the COD override tag In most cases the template does not need to be created initially as a COD template Next the shipping feature matrix Understanding Email EmailRush The best way to understan
334. h action can be taken on inbound faxes based on the number dialed by the sender Common applications of DID e Each user has a unique fax number Faxes sent to that user are automatically routed to the user e Different actions are taken on the fax e g emailing printing etc based on the number the fax is sent to Requirements for DID To implement DID several components are required e For Analog Users e DTMF DID e PBX or other phone system capable of routing calls to the FaxRush Brooktrout board intelligently and passing DTMF digits to identify the call Requires a regular analog TR114 behind a PBX or other system that pushes DTMF digits to the Brooktrout board e Analog DID e Brooktrout interface with DID interface click here for supported models e DID phone line Ordinary phone lines cannot be used for DID A special phone line must be ordered from the phone company e North American use only Brooktrout does not support analog DID outside North America e For Digital Users e 71 line provisioned to be Brooktrout compatible e DID phone numbers configured on this circuit e Digital Brooktrout TR114 or TR1034 hardware Cost of DID e FaxRush license DID support is built in to the Hardware Fax module of FaxRush You will need fax lines available in your Fax Hardware Module for the DID line s e For Analog DID DID capable Brooktrout board e For Analog DID Phone line analog DID lines are generally more expens
335. h PC has the correct date and time if it has a date or time in the past the job can sit and not get picked up by OmniRush Check that the OmniRush database connector is configured for the correct database GoldMine dBase systems Check your environment for duplicate cal dbf files Check the OmniRush Database Connector Log File View Module Logs in the OmniRush Administrator for errors TEST TIF goes to tilde and never gets sent Stays as FAX in the Pending Activities tab forever Check that the fax module is active If using hardware fax make sure one or more fax ports is configured for outbound faxing Note that OmniRush may have tried to send the fax but either misdialed the number or dialed and found a busy signal or the fax number is bad In these cases OmniRush may be waiting some minutes to retry the fax before failing it After waiting 10 minutes or more the job fails with an error that it cannot dial the fax number but the number displayed in the error is incorrect e g should be dialed as a local call but is being dialed long distance or should be long distance but is not being dialed with a 1 etc See the section on dialing configuration TEST TIF works fine but the cover page fails 75 OmniRush Administration amp User Manual Try scheduling letter1 rf to try another merge template Check that a default cover page has been set on the database connector module Check that the print raster module is running
336. h help file has been updated to reflect changed system requirements The salient changes are a OmniRush Server Operating System Windows2000 Only any flavor b OmniRush Server RAM 128MB or 196MB minimum depending on whether a A lt ny DO datasource is used e g SalesLogix v6 or Open Microsoft SQL lt lt lt lt lt NOTE NOTE NOTE NEW Crystal Reports v8 5 support built in Documentation pending FIXED Some received faxes would print sideways if OmniRush was set to auto print received faxes on the server FIXED Phone number formatting macros now work on macro merge codes like amp Fax Viewer FIXED When making annotations the fax would jump to the top of the page if currently viewing the bottom half of the page 423 OmniRush Administration amp User Manual FIXED When unable to connect to the Z Firm dbengine there were two errors the real normal error then an assertion failure Now there is just the one error FIXI Sal D Fax legibility problem introduced in 440 FIX ga D Rare access violation when opening and rotating a fax FIXED Printing now defaults to Compatible General NEW SalesLogix 6 0 support NEW Tracks now have additional options to save merged files to disk including an xml stub of file details Includes ability to save merged RTF and merged HTML files to disk
337. h know what number was dialed so it can forward the fax appropriately The answer is DID DNIS DID stands for Direct Inward Dial DID is usually used in reference to analog phone lines The equivalent on digital phone lines is DNI S With DID DNIS multiple phone numbers are routed by the phone company into a single phone line or group of lines into your office The phone company signals FaxRush as to which number was dialed using DID DNIS signalling FaxRush then takes the right action based on configuration DID DNIS is a feature of the FaxRush Hardware Fax module DID allows faxes to be routed to recipients automatically because each user is given a unique fax number What is a DID Phone Line DID is used only for fax receiving DID can be done these ways e Using a regular analog TR114 behind a PBX or other system that pushes DTMF digits to the Brooktrout board DTMF DID e Via special analog DID phone lines PLUS DID capable Brooktrout board North America only Analog DID e With a digital circuit T1 and the appropriate digital TR114 aka DNIS A single DID phone line is actually associated with a block of phone numbers for example 544 3100 through 544 3150 might all ring into a single phone line your DID line What is special is that the phone company signals the FaxRush fax hardware informing FaxRush what number was actually dialed FaxRush can then take the action appropriate for that number When a PBX pushes
338. hardware is installed Use any free PCI slot If you have multiple Brooktrout boards in one system please see the Brooktrout discussion on the subject The Brooktrout driver installer is an option at the end of the OmniRush installer d No Brooktrout drivers should be present on the system when the OmniRush installer is started DID Setup If configuring OmniRush hardware fax for an analog DID line the following steps can be taken before or after installing OmniRush e Install Brooktrout DID board in the OmniRush PC e DID phone line is installed and live e OmniRush Brooktrout drivers are installed e Or you are using a combo DID Loop start board make sure the DID lines coming from the phone company are plugged into the correct DID ports on the Brooktrout board For DTMF DID the steps are e Install Brooktrout board in the OmniRush PC e Connect the Brooktrout to POTS ports on the PBX 68 Administrator s Guide e Configure PBX to route calls to the OmniRush connected ports e Configure PBX to allow OmniRush to make outbound calls on those ports test using a test telephone confirm ability to make local and long distance calls before using OmniRush e OmniRush Brooktrout drivers are installed e Set up the OmniRush Fax Module For all hardware configurations e Ensure that users have a DIDs identifcation number in their OmniRush user profile This may not be the entire phone number but may be only the last x number of dig
339. hat On Inbound tracks are set 3 Push the received fax to those tracks Using this mechanism the following can be done without any DID lines e Each fax port can be set to auto print to one or two printers These printers can be unique per port or shared by multiple ports e Received faxes can be forwarded as email to one or two email addresses per port e Received faxes can be faxed back out to a specific fax number per port CRM Client Utilities Viewer and Print to Fax Client No configuration is needed for the Viewer and Client Simply install the Client utilities See the appropriate sections in the User s Guide for more information on these utilities Client for SalesLogix Support Client This client uses ADO to connect to the Microsoft SQL Server database The first time the client is run it will prompt with a wizard to create a connection string This connection string is stored in the slx_support ini file in the same directory as the OmniRush Client If the connection string needs to be changed rename this ini file and restart the client This file can be copied to multiple systems to propagate the settings easily slx_support ini ADOConnection ConnectString the following are optional parameters that are not present in ini by default but can be added QuoteChar character to quote SQL statements parameters single quote by default TableOwner table owner with following point char sysdba by default O
340. hat is installed on the main OmniRush server by the OmniRush installer The database contains everything you see in the left hand tree of the Administrator except the documents themselves The data in the database contains e System configuration modules tracks users e Tree structure and references to documents e Jobs pending and complete all job details Physically the database is in the lt OmniRush Root Directory gt DATA Database directory Note however that these files are held open when the Z Firm DBEngine service is running e g all the time unless it is shut down manually There are three ways to back up the OmniRush data which are discussed below OmniRush Document Store The document store is on the file system of the OmniRush server in the lt OmniRush Root Directory gt DATA Documents directory The file system on disk is a numbered system and does not correspond to the document tree you use in the Administrator Further files 370 Technical Reference are named numerically Additionally while all files have the native extension tif rtf etc all files are pkzipped These files can be backed up by a normal backup system Z Firm advises that the backup system be set to allow backup of open files as the only risk this will pose is that if a file is being actively written to during the backup it may not back up correctly A solution like Open File Manager is also a good choice UPS Shipping Server State
341. he local machine Your responsibility is to make sure this user id e Has rights to all the shares printers etc that OmniRush will need e That the password stays stable because when it changes OmniRush will go down until the new password is set using the OmniRush Administrator in the Launcher Settings area Note that regular users cannot stop and start services interactively This task is only available to more privileged users Running OmniRush Server as an NT Service Also see Running OmniRush Server as Application UM Services are complex and require Win2000 expertise to manage NT Services especially in a networked environment are complex to manage Always configure and run OmniRush in Application Mode before switching to Service mode In the event of ANY problems with OmniRush the first step is to switch back to Application Mode Do not attempt use of OmniRush as an NT Service unless you have appropriate training and or certification Z Firm does not offer technical support for Windows networking operating system d some cases service mode operation is simply not possible Network configuration issues CRM configuration issues and other aspects can simply prevent OmniRush from ever running as a service 404 Technical Reference dh technical support for NT Service operation is level II or Ill support and is on a best effort basis Due to the networking and environmental complexity of NT Service operation support
342. he OmniRush Server to perform parallel tasks printing faxing etc If you have custom merge aliases in the FaxRush v4 Server pull them into the OmniRush system 5 Test your template library via the OmniRush server Try several RTF merge forms especially complex templates Test them to print and fax 6 Instruct interactive users to schedule to the new userid s during the transition 7 Install the new client utilities test and train users on them 8 When OmniRush meets your required comfort level which may be after a day of use or a few weeks depending on the installation shut down the FaxRush v4 server 9 Migrate Brooktrout hardware to the OmniRush server 10 Configure the OmniRush server for the older userid s 11 You are now converted to OmniRush 12 Test needed functions ask users to report any anomalies immediately 13 Keep the v4 server intact for some days or weeks until your comfort level with OmniRush has been achieved 14 Transition complete Upgrade Check List Use this Check List to Plan Your Upgrade Topic Completed FaxRush v4 Internet Fax Userid Password FaxRush outfax directory shared if on NT If on Netware read the technical article Check FRP files for drive letters in paths to files Check Automated Processes for drive letters in paths to files Check Tool Bars VBA other CRM user interface enhancements for use of drive letters in paths to files Write down para
343. he SalesLogix usernames are stored as ID s There are two simple solutions e Name the signature files with the SalesLogix USERID value that corresponds to the correct user Then fields like amp CP_Createuser or amp CT_AccountManagerID can be used in place of amp C1_OWNER in the example above to drive the signature e Use the amp UserName field in place of the amp C1_OWNER in the example above Advanced Use As this demonstration shows data in the database can drive any graphic not just signatures A picture of the sales rep could be merged in or a picture of a product This technique is not limited to pictures data from external Word Excel Text or other files can be dynamically pulled in at merge time Merging External Data External data is data that comes from somewhere other than the database For example e Dynamic web site content e Current inventory lists that are generated nightly by another system e Latest price information 208 User s Guide Daily specials Any data that comes from sources other than the main database OmniRush is an excellent system for merging external data into formatted documents for delivery by email fax or print OmniRush offers two mechanisms for merging external data Extended Stored Procedures This is an excellent way to merge external data and leverages the OmniRush merge technology and custom merge codes Refer to your SQL Server documentation for implementation details or con
344. he box and you can make your own custom merge codes based on SQL statements and stored procedures that you write An easy way to recognize an alias based merge code is that it has an underscore in it e g amp CT_FirstName The table alias in this case is CT The field from this query that will be used is FirstName Aliases are managed in the OmniRush Administrator via File Merge Codes Macro Merge Codes Macro merge codes are available on all CRM and non CRM platforms A macro code is obvious because it does not have a table alias For example amp Contact is a macro code It is the full name of the job recipient See the example merge form allmacros rtf to see these merge codes in action Listing of macro codes Code Example Data Comments amp Company Acme Corp Full company name of job recipient amp Contact John Smith Full contact name of job recipient 182 User s Guide amp Dear Mrs SalesLogix Maps to Address Salutation GoldMine Maps to the Contact1 Contsupp Dear field amp Lastname Smith amp Phone 707 555 6666 Phone number of recipient amp PhoneExt 114 Phone Extension GoldMine only amp FaxNum 707 555 7777 Fax number of recipient amp FaxExt Fax number extension GoldMine only amp Title Pa amp Address1 First address line amp Address2 Second address line amp City amp State zee S amp Country Le amp Address 101 Main Street Address
345. he elements can appear in any order on the reference line of the job OmniRush encrypts the credit card number so that once the job is processed the credit card number is no longer stored in clear in the database If the following job is put into the system C 1234123412341234 CX 1003 C 1 00 CO P The history record looks like this Reference line C I7Vxu0cuc3bgalURHe2uBIONWniCeh2 CX 1003 C 1 00 CO P Notes block Additionally you can enter Notes on the CRM SQL job record These will be available for merging OMNIRUSH RESULT Credit card XXXXXXXXXXXX9886 Transaction Purchase Amount 1 00 Completed on Monday December 17 2000 8 49 06 AM Approval code 0170365 USER NOTES downstream into the notification messages Returns and Voids Remember these things about Returns and Voids 1 The Return Void must have the APR tag to reference the original purchase 2 Returns can only be processed after the Purchase transaction settles which is usually at night 3 To do a return the same day prior to batch close use the Void transaction 244 User s Guide An example Void transaction CO V C 1111111111111111 CX 0108 APR 1020601111 C 111 An example Return transaction CO R C 1111111111111111 CxX 0108 APR 1020601111 C 111 GoldMine Support GoldMine users can create other contact records that hold the credit card information The Other Contact migh
346. he local or ISP based SMTP relay server configured in the email module 398 Technical Reference Internet Connectivity Firewalls amp Proxy Servers OmniRush core server requires access to the internet on port 80 Proxies must be either transparent or configured in Control Panel Other OmniRush modules e g Voice FedEx Internet Fax have specific internet connectivity requirements that vary by module In most the needs are for outbound connectivity on ports 80 standard http 443 standard SSL and 25 standard smtp email Refer to the Module documentation for details OmniRush assumes an automatic network connection to the Internet This can be dial up as long as it comes up transparently read automatically The vast majority of internet connections will work with OmniRush There are only a few types of connections that are problematic For example the OmniRush FedEx shipping module uses port 443 to establish an SSL connection to FedEx so your firewall or proxy must be open to allow communication on this port from the OmniRush Server PC Dedicated Internet Connections Dedicated connections come in many flavors Home type connections e g DSL amp Cable Modem should work fine Business connections need to support the following kinds of connections to the internet http and https Transparent proxy servers require no proxy configuration on the PC For example most NAT based solutions are transparent If you are not sure i
347. he predial logic that can be used in OmniRush OmniRush allows a wild card on the area code so that only the first one or two digits of the area code need to be in predial This predial ini will dial 9 7 digits for all local numbers the 602 area code and 7 ten digits for all other area codes 1 PREFIX All area codes that start with 1 2 3 4 5 7 8 9 are dialed with a E prefix of 7 and then a 10 digit KP Q H S I vo o A0 OG GAbh tz OBR WNHHE ll Sto sd SS x Area codes that begin with a 6 are handled below Ww oO A lI JNN EI everything in 602 gets a prefix of 9 Other area codes that start with 7602 are dialed with a prefix of 7 and a 10 digit dial 602 9 601 7 601 603 7 603 604 7 604 605 7 605 606 7 606 607 7 607 608 7 608 609 7 609 This covers the rest of the area codes that start with a 6 61 7 61 62 7 62 63 7 63 64 7 64 65 7 65 66 7 66 367 OmniRush Administration amp User Manual 67 7 67 68 7 68 69 7 69 Configuring the DCF in OmniRush 1 Once the DCF has been created copy it to the OmniRush hard drive 2 Stop the OmniRush fax module s 3 Navigate to Modules lt Your OR Servers right click and select General Settings 4 Set the Dialing Instructions File to your DCF 5 Start the OmniRush fax module Monitoring and Troubleshooting To monitor exactly wh
348. he tag amp amp amp example amp amp amp HA_UserlD and do not need to specify the repeating group end in RTF merge forms repeating groups myst start with amp amp and end with amp amp amp In this case the whole current row lt TR gt of the current table lt TABLE gt will be used for duplication The simple repeating group tag may be specified in any cell in the row Please note that you can specify only one repeating group in the row If you need 2 or more repeating groups in the document then you should put them into different rows or different tables Html_merge02 htm sample shows how to use simple repeating group This is sample 2 look for html_merge02 htm sample 173 OmniRush Administration amp User Manual dai ful Wong BLUES Ss Swe eA Cs Tsnp HTMLInput zfirm_sample02 hem x A Deal EConta t Falters i Raus ga 1 Navigation Sp f Fma l vergaf ae Hs Emal Sroadcast Hyperlinks Hog Super advanced custom EGL merging E g Sharas drr mert lihrary with DnniRusk Fax and Zant Modules xl Normal lt HTML Zeen y e e D DZ ausw zee II 4 And this is how it finally looks in the recipient s Outlook Express 174 User s Guide w Imk Message Heh U G g as x Hl a kepy Rapz al Fcrward Print Lidlete CH Gddresses Hrd s Ulgls trum sue Reed A 4 D Frons Alex Uduilss Tus Mur nan Budianai This Is a static text HTML Tutorial With FrontPage Quick start
349. her and stop the Z Firm DBEngine service This is done so that a v6 v7 client is not allowed to run against the v8 database g Run the upgrade installer on any and ALL PC s that have the OmniRush client installed Di is critical that the same build of OmniRush run on the Server and Client stations Always update all of them together h On the OmniRush server PC start the Z Firm DBEngine service launcher and server modules i Verify proper operation Run some test jobs Done Administrator s Guide Updating OmniRush maintenance update within the same major version To update your system to a newer version of OmniRush first check the following a Check with your reseller or Z Firm if a license update is necessary to run the new version b Check that the Update file is a higher version than the OmniRush version already running The important part of the version is the build number To find the version of OmniRush you are running go to Help About in the OmniRush Administrator For example an OmniRush version might be 11 0 0 1022 The build number in this case is 1022 The OmniRush Update installer is named along these lines OmniRush_v1ll1_UPDATE_Build_1022 exe In this example the build is 1022 You can see that this is the update installer because it says UPDATE in the file name Onote that you should only put a newer higher build onto on OmniRush Server Never attempt to downgrade an OmniRush build with the
350. hipments on behalf of many other customers While the shipment will physically come from your warehouse the FROM Company should be that of your customer not you Here are some other examples Drop Shipping 238 User s Guide A distributor drop ships to end users on behalf of retailers Shipments are billed to the distributor and originate from the distributor s warehouse However when the order is a drop ship to an end user the FROM company on the shipping label should reflect the retailer company name not the distributor name When shipping to a retailer the shipment has the distributor from name Example label when distributor ships to retailer with distributor name in the FROM information SHIPPING 7 LBS 10F1 707339394444 Distribuca SHIP TO ACME ROOFING SUITE 120 B 123 MAIN STREET SAN FRANCISCO CA 94111 CA 941 9 13 Example label when distributor drop ships to the end customer on behalf of Super Roof Retail Supply 7 LBS 10F 1 Super Roof Retail Supply Mainville A 98110 SHIP TO ACME ROOFING SUITE 120 B 123 MAIN STREET SAN FRANCISCO CA 94111 CA 941 9 13 Shipping from Multiple Locations Shipper Accounts 239 OmniRush Administration amp User Manual In some cases a single OmniRush system is used to process shipments originating from different locations and or different shipper accounts In this case the entire FROM address block needs to change to match the
351. history record from GoldMine s conthist An alternate version is presented that pulls the last most recent record from conthist The main benefit of the stored procedure in this instance as opposed to using a straight SELECT in OmniRush is the availability of the SET ROWCOUNT which controls how many records the SQL server will return Here is the example create procedure sp_findhist gmacct varchar 20 AS set rowcount 1 select from conthist where accountno gmacct order by createon Here is an alternate version create procedure sp_findhist2 gmacct varchar 20 AS set rowcount 1 select from conthist where accountno gmacct order by createon DESC We test the stored proc in ISQL by passing an accountno or recid as a parameter in quotes sp_findhist 941130 2934300 Dm Now create a new merge code in the OmniRush merge configurator 2 Configure merge aliases Alias name Retrieve rows Max Rows Database HSP From 1st row forward z fio Co SQL query SP_FINDHIST amp CONTACTID Er Remove Cancel Import Sh Giese 205 OmniRush Administration amp User Manual Then create a merge form Here is an example createon amp HSP _createon Figure 1 above The table in the merge template to receive the stored proc results The resulting output is then this user ref createon ondate RAFAEL 11 11 Service 1 1 30 1994 11 30 1994 Promo For GoldMine White P Figu
352. iRush how to handle the job e g EMAIL LASER FAX FEDEX etc 226 User s Guide Schedule To Do EN General Recurring Activity Times Alarm Date 2 20 2001 HE T Set Alarm IV Timeless Lead Time 3 00 AM fi 5 minutes rel fi 5 minutes in Options Contact ones Sam q Priority None a Account Acme Corp Q Category EMAIL SS Opportunity Q Leader Administrator q Regarding widget_promp frp S Notes Sam Check out the great pricing and features in our new Widget super pack The eh attached literature shows why your firm needs our widgets H Scheduled by Administrator on 2 20 2002 Cancel Help Jobs can be scheduled in several ways e interactively by selecting Schedule ToDo in the SalesLogix Sales or Web clients e Via a toolbar button Your SalesLogix administrator or programmer can create toolbar buttons to make common actions one click easy e From SalesLogix Processes e From your custom SalesLogix forms Jobs can be sent to whole groups of contacts as well See the page on the subject Scheduling from SalesLogix Discussion OmniRush integrates with SalesLogix in the following ways Server Side Integration Traditional interactive use of OmniRush is done by scheduling activities in SalesLogix OmniRush works as a virtual secretary in SalesLogix and you schedule jobs to OmniRush just as you would to another SalesLogix user The k
353. ience is using the drivers that came with FaxRush for OmniRush This will not work OmniRush requires newer Brooktrout drivers FaxRush era drivers must be completely removed from the system the PC rebooted and the OmniRush drivers installed Also note The Brooktrout TruFax PCI board is not compatible with FaxRush v4 x and will not work with FaxRush PCI Resource Conflicts Old Style TruFax In some cases the PCI bus will assign shared IRQ s and other resources While generally this is not a problem certain devices do not share well with the TruFax PCU uPCI board This has been observed in a Dell 600 with a RAID controller but could be seen in other systems as well In Windows System Information it is possible to see resource conflicts listed The following is for such cases This is excerpted from steps provided by Dell technical support When the Dell Poweredge 600SC is powering up and displays the DELL logo press F2 SETUP to enter the system BIOS You can scroll down using the arrows keys to the two subjects 1 Integrated Devices and 2 PCI IRQ Assignment Highlight Integrated Devices and press the ENTER key to see all the integrated devices listed Here you can turn off a device that is not being use such as the Serial Port which is usually set to AUTO for automatic by pressing the LEFT arrow key for OFF The Dell system will then automatically use this freed up IRQ for another device IRQ resources can be assigned r
354. iguration for the ActiveX to connect to the OmniRush Server If you are working on the system where the OmniRush Server is installed there is nothing more to install as all the required components are already present The ActiveX is called OmniRushAPIl ocx and it has an associated tlb file The OmniRush API is available on any PC that has the OmniRush Client installed After installing the OmniRush Client check that the OmniRush Administrator can launch and log into OmniRush as user ADMIN with no password This confirms network connectivity At this point you are ready to experiment with the sample applications Samples The following sample projects demonstrate some basic API features They are installed to the examples sample code ActiveX Examples directory under the OmniRush Server directory OCX_TestApp Delphi 5 Uses TreeView TreeViewEdit and frapi Allow you to navigate tree create delete folders import export documents create jobs and query for status ORDemo Visual Basic Demonstrates scheduling of ad hoc jobs and querying of job status No CRM database required 296 FaxBlast NOTE FaxBlast project has reference to MSXML 3 0 Microsoft XML parser This is a COM Developer s Guide Visual Basic Takes a text file of fax numbers and tiff image filename and creates fax jobs one per fax number Has the ability to query created jobs for current status and save results to a different text file object You
355. ils aka GoldMine Front Office GoldMine Sales amp Marketing GoldMine Business Contact Manager or similar GoldMine v7 x and GoldMine v8 aka GoldMine Premium Edition on SQL Server click here for SQL details SalesLogix v4 SalesLogix2000 or v5 x SalesLogix net v6 x v7 x Microsoft Dynamics CRM v3 Oracle Microsoft SQL Server Pervasive or other SQL database for Open DBIO integration custom programming and integration is the responsibility of the customer not Z Firm 65 OmniRush Administration amp User Manual 0 OmniRush is going to integrate with ACT GoldMine or SalesLogix then the contact manager must be installed on the OmniRush Server PC with all required database drivers and client configuration to attach to the production database Always install the CRM client software and test for proper operation before installing OmniRush E omnipush licensing controls what systems OmniRush can work with and more Network Requirements e TCPIP LAN See full discussion for details e Internet Connection See discussion on Firewalls amp Proxy Servers e NT User Account for the OmniRush NT Services to use e f GoldMine or any other resource such as a printer accessed by OmniRush resides on a Netware server please see the Netware discussion Environment Setup CRM Application Installed amp Operational In a CRM setting the CRM application must be installed and running trouble free from the OmniRush Server PC The
356. imary OmniRush server and the Cluster Member can ping each other by machine name Steps 1 Install requisite software e g if the Cluster Member will run the Print Raster module MS Word should be installed 2 Runthe OmniRush installer on the Cluster Member PC At the end of the installation it will prompt for the name or address of the primary server 4 Leave the username password fields at default After reboot you will be able to create and manage modules on the Cluster Member PC from the OmniRush Administrator Client Utilities Installation Starting the Installer Terminal Server users click here On the CDROM launch the installer from the CD Splash screen If Downloaded double click the downloaded file to start the installer Installer Screens The basic installer screens prompt you with the OmniRush license and request a directory to install to They are self explanatory Database Connection Screen On this screen enter the PC name or IP address of the OmniRush server the main server in a clustered environment This server must be reachable via TCPIP If you enter the system name you must be able to ping the machine by name from a command line See the TCPIP technical discussion if you have any questions here a Note that the User Name and Password should be left at default Unless the Z Firm DB Engine login information has been changed be sure to leave these at default Updating Upgrading OmniRush
357. inProxy Setting The setting Permit secure transmission on non standard ports must be enabled for the OmniRush FedEx shipping module to operate Linux IP Masquerade The special FTP Upload helper must be enabled in the masquerade configuration file if an OmniRush module requires FTP access to the internet The following is for qualified Linux administrators only On Red Hat Linux v5 2 IP Masquerade to set FTP pass through it works like this etc rc d rc firewall or whatever your ip masquerade script is Find the line sbin modprobe ip_masq_ftp This line must be uncommented and ip masquerade reinitialized Other versions of linux may use a different method to enable FTP PORT operations Documentation on how to enable it can be found in the Linux HOW TO documents for the version of linux you are running Microsoft Proxy Server OmniRush uses port 7443 to establish an SSL connection to FedEx so your firewall or proxy must be open to allow communication on this port In some configurations MS Proxy server will block SSL traffic on port 7443 and you may need to make a registry adjustment to allow SSL traffic on port 7443 to pass Please consult a qualified network engineer or the Microsoft Web site for details on making this configuration change SOCKS SOCKS users should use a SOCKS shim A shim will allow non SOCKS applications to access the internet through a SOCKS firewall or proxy server Known SOCKS shims are e The free of charge
358. ines settable in File Settings NEW If OmniRush is licensed for PDF the Viewer can save and email faxes as PDF attachments in addition to TIF NEW Ability to paste in bitmap from clipboard and select area of fax to cut copy to clipboard Build 257 General FIXED Launcher now prevents two instances of Launcher from running NEW OmniRush can now install and coexist on the same PC with ArcServe Backup Exec and a number of other programs that are currently on the cannot interoperate list NEW Examples now get updated when Updater is run NEW Merge Macro amp FullAddressOneLine NE GoldMine OmniRush detects if jobs in have CREATEBY an OmniRush track name AND if the OmniRush DB Connector is set to log into GoldMine as a track name Either situation can cause a problem Now the DB Connector will shut down and log the reason REACT PONE FIXED Reference line would not refresh from job to job FIXED Navigation to other contacts now consistent with Viewer NEW Button Show Print Tracks so the client can be used to submit to print tracks great to print and link to GoldMine NEW Some new schedule ahead buttons on Schedule Follow Up Call Viewer FIXED On systems with only 256 or 16 colors display is now much more 432 Technical Reference
359. inistrator to consider and possibly implement The areas of configuration are Track Max Queue Size Schedules OmniRush Backup 147 OmniRush Administration amp User Manual Getting Alerts on OmniRush Problems Schedules Schedules allow parts of OmniRush to be turned on and off at certain times of day Modules and tracks can be controlled selectively This can be used to e Disconnect OmniRush from the CRM SQL database to allow for database maintenance e Turn off outbound faxing to prevent late night faxing while keeping the fax module running to receive faxes e Shut down all of OmniRush in an orderly way to allow a complete backup of all OmniRush elements There are two systems in OmniRush for scheduling The Schedules portion of the OmniRush Administrator and the ORNETSTOP command line utility The ORNETSTOP utility is installed to the Examples OmniRush System Maintenance directory of the OmniRush server A README and example batch files can also be found in this directory The Schedules area of the Administrator is found in the main portion of the OmniRush tree OmniRush f Schedules Hg Tracks Users H Documents Server Modules Right click on Schedules and select New Schedule to create a schedule A schedule item is either a start or a stop item A schedule item can stop or start as many Tracks and Modules as needed Here is an example pair of tracks to stop and restart all f
360. integrated and fun But remember this is template driven shipping While it is easy to set things like package weight and insurance value job by job make sure that the template approach is right for you If you need a full shipping GUI ShipRush may be what you need More information about ShipRush is at www zfirm com Note This table refers to the end user pre integrated versions of ShipRush Va The ShipRush SDK is a set of shipping tools for developers and offers a large range of developer oriented features that are beyond the scope of this documentation The differences between the OmniRush server and ShipRush desktop approaches to shipping Function or ShipRush Server ShipRush Desktop Notes Feature Approach Approach OmniRush interactive ShipRush Process simple Can be one e ShipRush Ul is one piece button easy invoked for shipments to within CRM or each shipment individual custom app recipients e User clicks Can be through the schedule ShipRush UI for action easy each shipment within CRM or custom app e All shipment Can be driven by Processes or triggers in CRM or custom app Works with GUI and browser based apps Most shipment settings are held in shipping template No shipping software needed on user desktops just the CRM or custom app settings can be tweaked shipment by shipment e ShipRush must be installed at each desktop that will ship This need is served
361. internet connection BDE MS Word etc FR5DBUtils exe This utility is to back up and restore the OmniRush database All data is pulled from the OmniRush database server and is stored in DBF files FR5Maintain exe This utility is for maintenance of the OmniRush database server 59 OmniRush Administration amp User Manual e Check the database for errors e Rebuild the database e Rebuild the indexes e Backup the database interactively Installation Installation Walk Through This section is a hub to walk you through installing and testing OmniRush It also links to common problems on new installation Understand OmniRush Concepts amp Components Check your system meets requirements Perform pre flight check amp installation Create a database connector Module to connect OmniRush to your database e Connect to ACT e Connect to SalesLogix e Connect to GoldMine e Connect to Oracle MS SQL Server e Connect to Microsoft CRM 5 Perform initial configuration e Fax Server Setup e Email Server Setup e Print Merge Server Setup e Shipping Server Setup Start modules using OmniRush Adminstrator Run test jobs e Fax jobs e Email jobs e Print jobs e Shipping jobs 8 Common initial installation problems with e Fax jobs e Email jobs e Print jobs e Shipping jobs 9 View a complete configured system for fax shipping email and more 10 If using ACT configure the ACT Plugin 11 If any other problems are encountered consult the
362. into the ODMS to be scheduled Documents can be imported manually with the Import option in the Administrator or by dragging into Administrator from Explorer Documents can also be automatically imported by putting them into the Document Import Folder When a document is scheduled without a directory e g just a file name OmniFush first tries to find the document internally If not found OmniRush will check the Document Import Folder and will automatically import the document if it is found there The external file will be marked read only to prevent accidental editing Use Both Internal and External This requires a good awareness of how OmniRush handles documents but can be done by an experienced administrator Benefit of External Documents e Easy to use e Reduced need to use the OmniRush Administrator e Use file system network rights to control who can edit documents e Use FRP ZPK files to build kits of documents Benefits of Internal Documents e Central repository for OmniRush documents e Easier to organize documents into a document tree a document can be deep in the tree but scheduled just by file name without path e Folders can be moved or renamed and documents will still be accessible by document name e Can reference files by their ID which allows documents to be renamed moved etc and the reference does not change e Integrated rights administration no need to be a network administrator e Ability to make
363. ion Quick Start Guide Create and configure needed Modules Create and configure needed Tracks Activate Modules one at a time make sure they come up and stay up Run test tif through the system to a printer and to fax to test the system Test other jobs oa fF oO bh OmniRush is ready to use Global Settings 79 OmniRush Administration amp User Manual Global settings are accessible from the Administrator Right click on Server Modules and select General Server Settings as shown ZF DAI S e PE Manage Rights These settings are General Tab e Document Repository Path Never change this unless directed by Z Firm technical support e Default Import Folder This is the ODMS folder where external documents are imported TO by the Database Connector Module e Everyone Group This is the group that users are automatically added to as they create jobs e Import Documents From This is the Default Document Import Folder this is where documents are imported FROM by the Database Connector Module Extended Tab e Allow Nesting If an OmniRush folder is scheduled ZDF and this option is turned on all subfolders will also be sent Turn this option off for the most control using document links to put all desired files into the folder e RTF File Size Excessively large RTF files can severely limit OmniRush job thoughput This setting will cause OmniRush to process jobs with a war
364. ion and related formulas methods know how processes designs new products marketing requirements marketing plans are all confidential and proprietary to Z Firm LLC Customer may not i use copy or transfer copies of the Software except as provided for in this Agreement ii reverse engineer modify decompile or disassemble the Software or iii rent lease sublicense or assign the Software or any copy thereof including any related Documentation except only to the extent expressly permitted by law OmniRush Administration amp User Manual 5 LIMITED WARRANTY Z Firm LLC warrants that it has the right to grant the license set forth herein and that the media if any on which the Software is furnished to be free from defects in material and workmanship under normal use for a period of 90 days from the date of delivery of the Software to Customer Any replacement Software will be warranted for the remainder of the original warranty period or 90 days whichever is longer EXCEPT FOR THE LIMITED WARRANTY DESCRIBED ABOVE THE SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTIES OR IMPLIED TERMS OF ANY KIND EXPRESS IMPLIED OR STATUTORY INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY THE CONDITION OF THE SOFTWARE OR FITNESS FORA PARTICULAR PURPOSE THE ENTIRE RISK ARISING OUT OF THE USE OR PERFORMANCE OF THE SOFTWARE AND DOCUMENTATION REMAINS WITH CUSTOMER Z Firm LLC does not warrant the functions contained in the Software will m
365. ipment reference is Sample Widget Kit This reference will print on the shipping label and will also be in the shipment history record The shipment reference will be the billing reference for FedEx shipments and prints on the label on all carriers This shipment can be easily triggered from a macro button toolbar Automated Process or DDE DLL VBA code that interfaces with the contact manager The examples below show how to schedule this shipment interactively but note that the CAL ACTIVITY record is what is important It is not important how that record is created The scheduling dialogs below are for illustrative purposes In GoldMine that might look like this 29 OmniRush Administration amp User Manual Schedule an Other Action In SalesLogix it could look like this 30 Administrator s Guide Schedule To Do UGN ZPK WGT 5 V4L 1000 A4 Sample Widget Kit In Microsoft CRM v1 x it could look like this 31 OmniRush Administration amp User Manual e ScheduleOmnaRushJab Microsoft Internet Explorer AR a Gam Sul Ly 2 Fien Lo Recipient f Suds b s template pzround zs zpk wgti2s Eor ple widget i add we cht Ins cance Sch Arcert SCI Coleg Any H K Go A o En Bleue us si a Ship Gaziel Slalus haw iFa S Luet ELE re FaR AATE lense O TI emeng From an Open SQL System creating a shipment looks like this
366. is also saved to a txt file Reporting can be done by running a report on the CRM SQL database The shipping communication sent to the recipient is configured in the shipping track The message is completely customizable and can include the shipment tracking number and tracking URL The communication can be sent by email fax or even text to speech voice On Open SQL systems the tracking number and charges are posted to discrete history columns in the history table Hint Most templates can operate as COD templates just by using the COD override tag In most cases the template does not need to be created initially as a COD template Next the shipping feature matrix Shipping Templates In Depth 234 User s Guide Shipments can are triggered by scheduling jobs in the SQL or CRM system These jobs can be scheduled interactively with the template files on a lookup or created from a macro button process or code How shipping works Shipping is done with shipping templates OmniRush shipping template files may have the extensions FRP FRU and ZPK OmniRush includes dozens of DHL FedEx and UPS shipping templates for you to use out of the box Examples are FedEx P1_Box_iLbs zpk GRND_Box_1Lbs zpk STD_Box_1Lbs zpk P1_Letter zpk delete zpk For example P1_Box_1lbs is a Priority Overnight Box with a weight of 1 Ib STD is for Standard Overnight UPS UPS_NDA_BOX_1LB ZPK UPS_NDA_LTR ZPK UPS_2DA_BOX_1LB ZPK UPS_
367. is in use OmniRush must be on a separate PC Notes The FacSys connector is a send only solution If your site needs CRM integrated receiving from FacSys contact Z Firm Steps to configure the FacSys module 1 Check that the FacSys Server is v4 6 or higher 2 Check that the FacSys Server is running TCPIP 3 Check that the FacSys client utilities have been installed on the OmniRush Server and that they can log in to FacSys and send faxes 4 Check that the OmniRush Server PC can map a drive to the FacSys server this confirms network connectivity and host name resolution capability 5 Check that from the OmniRush Server you can ping the FacSys Server by machine name E g ping lt FacSys server name gt 6 Create the module in the OmniRush Administrator 7 Enter the FacSys server name or IP address and a FacSys username amp password 8 Configure a track to submit fax jobs to FacSys 9 Fax Advanced Configuration Dialing OmniRush will use its dialing logic to compute the fax number that is submitted to FacSys All North America calls will be submitted as 1 10 digits Be sure to configure FacSys to properly handle these numbers A FacSys tech doc on this subject is DOCUMENT PS00 531 at this writing via this URL E Mail Server The email module is very easy to configure Most OmniRush sites use the Integrated SMTP option See the Technical Reference for a discussion of internal vs external For Integrated operation on
368. is is the login name of the account used to access the OmniRush database above This name was defined at installation and normally defaults to admin SystemLogin Note This account is the same as the account that would be used to connect to the database via ODBC or the BDE This is te password associated with SystemLogin This Sysiemrassward password defaults to secret on new OmniRush installations This is the login name of a valid OmniRush user The same as UserLogin would be needed to log into any OmniRush client application You can use the built in ADMIN user that installs with a new OmniRush installation The password associated with UserLogin The built in ADMIN UserPassword user has no password unless you set one in the OmniRush Administrator Set this property to True to establish a connection with the OmniRush Server ClientServer Should always be True About This is a design time property only It displays a small informational screen about the control Active 299 OmniRush Administration amp User Manual frTreeView properties Note Properties not described below are either self explaining e g Ctl3D or arent used Property Data Type Default Value Access Active Boolean False Design time r w Set this property to True to establish a connection with the OmniRush Server The properties listed below must contain valid values prior to setting this
369. is put in the directory you specify By default OmniRush will make a backup every day at 1 00 AM and put the data into c temp OR_Backup The contents of c temp OR_Backup are closed files safe to backup at any time other than when they are being created at 1 00 AM the process may take several minutes depending on the amount of data To change the automatic backup settings run Administrator and In Modules right click on the server PC Select Launcher Settings Go to the Database Auto Backup tab Set to taste 371 OmniRush Administration amp User Manual Note that as the OmniRush data store grows this will also grow Restoration is done by shutting down the ZF DBEngine and copying the file set into the database directory so the ZF DBEngine must be installed and the core must be operational Interactively there are two methods FR5Maintain exe This interactive utility in the OmniRush Client directory can do the same backup that the Launcher does but it is interactive Restoration is done by shutting down the ZF DBEngine and copying the file set into the database directory so the ZF DBEngine must be installed and the core must be operational FR5DBUtils exe This interactive utility in the OmniRush Client directory can backup the database to dBase dbf files It can also restore the dbf files to the database This utility was designed to allow for a new database structure to be installed E g backup data install ne
370. istrator CRM users may drive OmniRush completely via the CRM system How OmniRush is used at your site determines who needs the Administrator See the complete section on the Administrator in the User Guide section of this help file Here is the Administrator user interface 2 Gi Click on each area to see a description Fie Action View Options Window EECHER GC Fax Ruch Objects Egg Tracks LASER Defaut Print FAXRUSH Hardasa Fax INE TFAX Inteinet Fax EMAIL Deteuit E Mal Users F T Administrators EB Everyore GUEST MASTER RAFAEL GI Documents EI Genera Shaved GI Private GB Inbound E Server Modes GI List by Module Typa E List by Server PC GoldMine Base Connector 8 Merga Emal Server Hardvime Fax Module Print Merge Module _ User ADMIN Rights read l update delete Loggedin with Adr Active sessions 2 Print to Fax and Email The Print to Fax application is actually a Print to Job application Integrated with GoldMine amp SalesLogix CRM systems the Print to Job client can take printed output from any Windows application and submit it to be faxed or emailed Since it is completely integrated with the CRM system the CRM database acts as the phone book and all jobs are logged in the CRM contact history Note that installation and use of the Print to Fax client is optional CRM users only need the Print to Job Client if they will be initiating ad hoc j
371. its Check with the phone company to determine how many digits they are sending usually either 2 4 or 7 In most cases they send 4 digits e Edit the faxinit cfg file in the ofax folder to show the correct number of digits and reboot the PC See the technical reference section on DID for full details Z Firm Environment Test Utility The Z Firm environment checker is installed into the Utilities directory on the OmniRush Server PC It can be useful to test internet connectivity BDE and other system components Install OmniRush Server Installation Starting the Installer On the CDROM launch the installer from the CD Splash screen lf Downloaded double click the downloaded file to start the installer Onote that the installer must be run at the system console not via remote desktop Remote desktop does not allow proper print driver installation Remote access to the actual console session using VNC or a similar tool is acceptable Di Terminal Server is present or there is a doubt and perhaps Terminal Server is present be sure to use the change user command before starting the OmniRush installer change user install This command must be issued before starting the OmniRush installer Installer Screens The initial screens are standard licensing and directory location screens 69 OmniRush Administration amp User Manual Where to install OmniRush OmniRush keeps its programs and datastore in a single directory s
372. ive formatting options In 1996 FaxRush 1 0 shipped While named FaxRush it could fax and print FaxRush took the WhiteGold merging capabilities and moved them to a server PC allowing workgroup use hardware scaling and ease of use FaxRush evolved over four years adding features such as e Support for SalesLogix GoldMine on MSSQL and Oracle and other database platforms e Internet Fax e RightFAX Connector e Multi printer network print merge e Mailing label merge to impact thermal and laser printers e FedEx shipping server module 15 OmniRush Administration amp User Manual e Advanced integration with CRM applications to leverage processes In addition to this Z Firm introduced the CashRush product in 1999 offering credit card processing and order entry A new architecture was needed to pull all these services under one open architecture that could grow into new services CRM systems and databases Further FaxRush had outgrown the Fax part of its name early on being used heavily as a print merge server OmniFush is the culmination of many man years of work to offer a single integrated server platform for office automation Concepts System Components The OmniRush Server is actually comprised of several components e The OmniRush Server e OmniRush Client Utilities such as the OmniRush Administrator installation optional e CRM Software optional not included that OmniRush integrates with Installing
373. ive than a regular phone line and the installation cost from the phone company can be quite high check the cost of the line before finalizing your decision on analog DID e For DTMF DID PBX ports and associated programming to connect an analog TR114 or TR1034 Brooktrout board to the PBX 351 OmniRush Administration amp User Manual DID Ordering the DID Phone Line for Analog DID Quick Review DID can be done three ways e Using a regular analog TR114 behind a PBX or other system that pushes DTMF digits to the Brooktrout board DTMF DID e Via special analog DID phone lines PLUS DID capable Brooktrout board known as Analog DID e With a digital circuit T1 and the appropriate digital TR114 Baris page refers to analog DID over special analog DID phone line B analog DID lines are used with TR114 analog DID boards such as the TR114 P4C TR114 P2C TR114 P2D and TR114 P4D boards For complete information on DID see the Brooktrout Web Site especially articles Ordering DID Telephone Service Brooktrout White Paper 1084 DID Installing DID FAQs Direct Inward Dialing DID Telephone Service Brooktrout White Paper 1082 T1 E1 White Papers Index Test Diagnostic tools Brooktrout White Paper 1085 The following is from Brooktrout Technology Inc and is copyright by Brooktrout Ordering DID Telephone Service IMPORTANT NOTE This document concerns North American analog DID service For information on digital DID
374. ize performance take these configuration steps when OmniRush is set up and operational e DB Connector Module Extended Tab Delay Between Polls set to 1 second e DB Connector Module Extended Tab Scan Host DB for Aborts uncheck e Shipping Track Basic Tab Max Queue Size 50 is appropriate for nearly all installations Super heavy throughput may justify increasing to 100 Additional Shipping Modules For UPS shipping only one module can be configured on a given OmniRush server For DHL and FedEx shipping a single OmniRush server can support up to six of modules of each type for a total of twelve In most cases three or four modules per carrier are sufficient OmniRush Shipping Performance Reference Data OmniRush v6 Four DHL modules Four FedEx modules One UPS module Dual processor Windows2000 system 256MB RAM Testing one carrier at a time Saving labels to disk not printing OmniRush Reference Throughput see notes and disclaimers above Shipments per Shipments per Hour Shipments per 8 Minute hour day DHL 40 2400 19 000 FedEx 26 1560 12 000 UPS 20 1200 9 000 It is expected that all three of the above carriers could run concurrently with performance within 10 of the numbers above Job latency Latency varies considerably due to a number of factors including the performance and load of the host CRM SQL database Typical end to end shipment latency on a lightly loaded unloaded system will be eight to t
375. k out functionality Whenever a document is edited from the Administrator all users see it in the Document tree with a checkmark The checkmark is green E i you have it checked out yourself red E if another user has it checked out A document that is checked in B has no check 220 User s Guide If a document needs to be forced back in either the user who has it checked out or an Admin equivalent user can do an undo checkout from the local menu in the document tree Documents are checked out automatically when they are edited from Administrator The benefit is that the document is automatically checked back in when it is closed There is also an explicit Check Out option that will check out the file and leave it in a directory on disk This option requires that the user remember to check the document back in Checked out documents can be scheduled The most recent version in OmniRush will be used until the updated version is checked in ODMS Rights Management Concepts The OmniRush Document Management System has integrated security This allows document administration tasks to be delegated and controlled and allows portions of the document library to be restricted to specific users To administer rights navigate to a branch in the Documents tree right click and select Manage Rights The screen below appears e On the left select the Group that will have rights granted or revoked e On the right select the docume
376. l image is really needed Avoid the NUL printer as the overhead is high OmniRush v6 0 and higher allow printing to be turned off 2 Use a highly compatible print driver For example if the laser printer is PCL compatible as nearly all are use an HP Laserjet Ill print driver This gives excellent results and improves printing performance 3 User suggested not verified by Z Firm In the printer folder select Properties on the HP Ill printer and go to the Advanced tab At the bottom is a check box Enable Advanced Printing Features uncheck this option to reduce print job size Extreme Printing Sites that print over low bandwidth connections e g VPN s to remote warehouses etc will want to minimize print job size as much as possible If thermal label printers are used there is nothing to worry about here However if laser labels are used print job size can be reduced in most cases to approximately 60 70kb per label with these steps 1 Use an HP Laserjet III print driver Configure for direct IP printing to the remote printer This keeps the print queue on the OmniRush server and prints directly without remote print servers in the path 2 Applies to builds 504 and higher Create the following registry key HKEY_LOCAL_MACHINE SOFTWARE Z Firm LLC Printing Settings Under this key create a new string value CompactPrintJob Set this value to Y 3 Restart the OmniRush shipping modules 4 Test printing some labels to confirm
377. l Brooktrout drivers if setting up hardware fax 4 Check that the OmniRush Administrator can log in to the OmniRush Server Log in as user ADMIN with no password 5 Click here to return to the Installation Walk Through Client Installation Quick Start 1 Client Installation Check prerequisites before installing OmniRush Clients e TCPIP Networking required e OmniRush Server is up and running required e CRM Client installed and operational required for CRM based installations 7 Install OmniRush Client components on PC s that need either the OmniRush Administrator or the OmniRush Client Utilities Note Users who will drive OmniRush from either their CRM system or SQL database do not need the OmniRush Client components 61 OmniRush Administration amp User Manual Before Installation Planning an Upgrade from FaxRush Planning an Upgrade from FaxRush Z Firm recommends that the OmniRush PC have a clean installation of Windows Word and the CRM system Check the Software Coexistence Chart Plan to run FaxRush v4 and OmniRush concurrently on separate PC s until the transition to OmniRush is complete Then decommission FaxRush v4 This is discussed in detail below In all cases back up outfax directory before installing OmniRush If upgrading the FaxRush v4 PC for OmniRush take these steps e Use Ghost or similar technology to clone the hard drive to another hard drive so the system can be reverted
378. l Module Technical Reference for a longer discussion on this subject FAQ OmniRush General FAQ 359 OmniRush Administration amp User Manual Quick Links Fax Modem Support Server on Win9x Single User PDF Support UPS Shipping Module FAQ Why was support for fax modems dropped in OmniRush It was not our original intent In fact OmniRush has completely re written fax modem support We removed faxmodem support from OmniRush for the following reasons The Brooktrout TruFax card is a lot better than a faxmodem can ever be There is a new PCI version of the TruFax card Brooktrout lowered the price for the TruFax Pricing on the TruFax has dropped to SRP 499 for two ports and SRP 399 for one port Internet Fax in OmniRush is now behavior and feature consistent with hardware faxing fails can be scheduled back to the user new banner support etc Testing Testing finds that fax modems continue to be unreliable especially for fax receiving Brooktrout boards give the best user experience by a large margin All this together made the case to drop faxmodem support Z Firm has long been caught between the inherent weaknesses and imperfections of faxmodems on one side and the excellent reliability of internet fax and Brooktrout hardware on the other While fax modems have a lower initial cost their cost of ownership is usually higher because of incompatibility and transmission problems what is the cost in time to deal wi
379. l SMTP relay OmniRush will run fastest when running direct to Easylink Other possible bottlenecks i CRM System database performance GoldMine dBase users The CAL table should be rebuilt often as high volume internet faxing will place a heavy load on this table Rebuilding the CAL table weekly is for sure a good practice and under heavy use rebuild it several times a week Internet Fax Network Requirements Easylink OmniRush requires outbound access to the internet on port 25 SMTP type traffic and port 80 http type traffic Named proxy servers cannot be configured Firewalls and proxy servers must operate transparently without client configuration required Port 25 SMTP Relay Server Discussion By default the OmniRush Fax Bridge module communicates directly with the Easylink smtp gateway There is significant latency in this transaction since the entire internet is traversed Further jobs are submitted serially to this gateway This method requires that TCP port 25 be open for outbound communication from the OmniRush Server PC to the internet Check with your network administrator Job latency can be vastly improved using a local SMTP relay server This will decrease job upload latency increasing throughput from the Fax Bridge module The SMTP relay server can then send on multiple threads to the Easylink gateway which makes best use of available internet bandwidth Solid SMTP relay servers include Sendmail availabl
380. l accountno GoldMine of the record that triggers the job There is a Z Firm sample MacroDemo bas file that shows exported function prototype and has a zfGetFields example inside It is your responsibility to copy the fr5WordMacro dll to you Windows System directory Next VBA Example Code VBA Example Code The following example code is available at this writing Check the Examples directory on the OmniRush Server and the Z Firm Web site for the latest details vba_ stock rtf vba_stock bas This kit shows how dynamic data can be pulled from the Internet and merged into documents This example takes a stock symbol and a parameter to instruct the function to get the stock price or the recent news for a stock symbol To use the sample code 1 Stop the Print Raster module on the OmniRush server 2 Open Word on the OmniRush ServerSelect Tools Macros Visual Basic Editor 3 Insert the vba_stock bas code 271 OmniRush Administration amp User Manual Save and close Word Import the vba_stock rtf into the OmniRush Document Manager Schedule VBA_Stock rtf zfGetSymbolData FDX P pl En H Bs This will pull the stock price of FedEx fr5WordMacro dll Sample Code Another sample kit is the Macro_demo bas file Install the code as described above and schedule blank_page rtf zfgetfields This shows getting the job attributes at run time which can then be used to query the database etc Nex
381. l events Creating a Process Event to Drive OmniRush e Open the SalesLogix Architect e Create a new Process e Drag a To Do event onto the workspace e Configure the event along the lines of the following 246 User s Guide Schedule To Do For Task Name ToDo Gi Process owner Regarding widget_promo rtf User who assigned process Freres User who scans process EE Pick user Time Lapse T Display Ready for Execution dialog V Don t wait for task to complete continue to next task I Do not schedule record as history IV Automatically schedule do not prompt user Activity Scheduling I Schedule o days after triggered T Alarm fis Minutes r T Start 3 00AM EMAIL Duration EN minutes Si Category Note the following important details in the screen shot above 1 The Task Name is descriptive 2 The Regarding line has file names and a descriptive entry for easier readability of the resulting history record 3 In this case the fax is immediately fired after the previous event in the track A time lapse could be used here 4 Don t wait for task to complete is checked This is required Automatically schedule do not prompt is checked This is required 6 The Start has been set to 1 00 AM In this example we want the fax to fire immediately when triggered If we left this at the default of 9 00 AM then if the previous event in the Process were trigg
382. l file paths using UNC notation 1 b By file name alone 412 Example widg lit rtf The server builds a list of fully qualified file names using paths specified in user group and general server setup It then iterates through this list using for each file name the logic described in section 1 a The search stops once a file has been found or the entire list has been exhausted The external paths are generated and searched in the following order 1 Private path of the user scheduling the activity see user setup screen in Administrator 2 Private path of group that the user is a member of see group setup screen in Administrator This will generate up to as many paths as there are group memberships for the scheduling user duplicate or undefined paths are ignored Technical Reference 3 Shared path see All modules settings screen General tab Import documents from in Administrator 1 c By full or partial ODMS path and file name Example Sales widg lit rtf ODMS paths are specified using ODMS folder names separated with the forward slash character as opposed to external paths which must be specified using the back slash character V The server tries to find the document in ODMS at the specified location The external file path is irrelevant during the search but is still relevant later see import modes 2 Rules on ODMS paths ODMS paths are a lot more flexible than external network paths
383. laced by Customer to Z Firm LLC will not contain any additional terms or conditions and if there are any such additional terms or conditions they shall not become part of the agreement between the parties 11 5 Assignment Customer may not assign this Agreement without the prior written consent of Z Firm LLC not to be unreasonably withheld 11 6 Contact Information Should you have any questions concerning this Agreement or need to provide notice to Z Firm LLC write to Z Firm LLC 120 Lakeside Ave Suite 101 Seattle Washington 98122 U S A 11 7 Feedback Any comments or materials sent to Z Firm LLC including without limitation feedback data such as questions comments suggestions or the like regarding the Software collectively Feedback shall be deemed to be non confidential and non proprietary Z Firm shall have no obligation of any kind with respect to such Feedback and shall be free to reproduce use disclose exhibit display transform create derivative works and distribute the Feedback to others without limitation Further Z Firm shall be free to use any ideas concepts know how or techniques contained in such Feedback for any purpose whatsoever including but not limited to OmniRush Administration amp User Manual developing manufacturing and marketing products incorporating such Feedback Upon transmission of Feedback to Z Firm whether verbally by telephone email newsgroup post or via any other medum Customer ex
384. ld see something like this for a 4 port TR114 board fax0 224 TR114 faxl 228 TR114 fax2 22c TR114 fax3 230 TR114 Total channels 4 TR114 0 TruFax 0 TR112 TR111MC 0 TR200 No BRI TR114s found If the faxinit runs properly then we assume that the driver and board are functioning 386 Technical Reference If there are any errors when running faxinit then e ISA Set the card to a different IRQ Port and reinstall the driver to the new settings e PCI e Check the Windows Device Manager Is the Brooktrout board listed properly If not reinstall the driver e Try putting the card in a different slot e If the problem persists see the troubleshooting document If Ports Do Not Detect If ports do not detect even though they are listed in faxinit cfg a hardware conflict is likely See the troubleshooting document If Ports Detect But Module Has Errors Opening Testing Port This would be visible in the module log in Administrator If ports do detect but cannot be initialized by the fax module even though they are listed in faxinit cfg a hardware conflict is likely See the troubleshooting document Port Detection in the Fax Module When ports are detected the following steps happen 1 NT Service Mode If the OmniRush Fax Module NT Service has not yet been created the Launcher creates it The Launcher starts the service in port detection mode The module starts detects ports and shuts down Use the Administrator Vi
385. ldMine database so by creating records in GoldMine you can fax out merged cover letters attachments even reports generated from Crystal Reports All the OmniRush modules are available to you using this interface such as faxing internet fax shipping merge email etc This document assumes e Familiarity with GoldMine database structures e Familiarity with GoldMine s DDE and or DLL api The discussions here are quite high level and assume a sold foundation in GoldMine and OmniRush on the part of the reader The GoldMine database structures and the DDE interface are documented in the GoldMine help file and product manuals Developing with the DDE and DLL interfaces are supported on the GoldMine news server news gmnews goldminesw com Possible Applications 284 Developer s Guide OmniRush can be used as a powerful fax and print merge server shipping server email server etc with minimal code required on the part of the developer Applications include A VB app that runs a series of Crystal Reports each night and wants them faxed out automatically A mainframe that kicks out text files that need to be faxed out An automatic fax response system driven by a simple tool bar you create Integrating OmniRush with a web site for automatic fax and print fulfillment of product literature mailing labels etc Mee sure to name files appropriately If files are generated programmatically be sure to use the F prefix Develo
386. lder not defined FIXED Will not launch from systray for Voice job FIXED Tab order FIXED Scheduling call back should now always default to the current x xUniversal Client NEW Support for the GoldMine GMLINK from GoldMine v5 7 and 6 0 Requires new OmniRush Client and new GMLINK GMLINK installs with OmniRush into the utilities directory NEW Support for recording from microphone and other audio devices and converting other WAV files to the Z Firm required audio format NEW Ability to schedule voice jobs NEW Print job timeout now a setting Slow PC s complex jobs could be broken into multiple jobs FIXED Errors when attaching RTF files to print to fax jobs FIXED T mail address missing FIXED When setting to save fax job as attached file with SalesLogix the TIF is created RO which causes the SalesLogix sync server to choke File is now created RW FIXED Schedule Follow Up with SLX now goes to correct user consistently FIXED Follow up call user list is now sorted FIXED Send an email with a scheduled follow up call and the follow up activity 426 Technical Reference has a subject of Regarding Fax New users will get correct subject automatically Existing users will need to change default settings in Settings Print to Fax tab o o Set follow up autogeneration Text Regarding jobtype references FIXED Category se
387. le Int_First_1lbs frp 3 FedEx Ground sample GRND_Box_1Lbs frp International Canada gt Other country 1 FedEx International Priority Service sample P1_Box_1Lbs frp 2 FedEx International First Service sample Int_First_1lbs frp 3 FedEx International Economy Service sample 2Day_Box_1Lbs frp 4 FedEx International Ground Canada gt USA only sample GRND_Box_1Lbs frp Shipping Template Notes The sample templates above in many cases lack some international shipping options The OmniRush shipping module has the following defaults when the template does not specify Sender pays duties and taxes Terms Of Sale is FOB if applicable Sender and Recipient are unrelated companies Country of ultimate destination Recipient country Commodity Number of Pieces 1 Unit Quantity 1 Commodity Weight Total package weight Customs Value Declared value Cl marks and numbers NO MARKS Shipping Virtual Tracks Quick Links What Is A Virtual Track Examples Drop Shipping Shipping from Multiple Locations Shipper Accounts Routing Labels to Multiple Printers Virtual Track Details Virtual Track Setup Virtual Track Direct Programatic Access LI Virtual Tracks may be an extra cost option for your OmniRush license What Is A Virtual Track Virtual Tracks are a way to override the FROM information on a shipping job For example say your company ships out drop s
388. le Pickup Delivery Notification OmniRush can send a message to the recipient to alert them that a shipment is en route to them The alert can include the tracking number tracking URL and other information see below for merge codes Shipment Schedule notification occurs when the shipment is triggered and the label prints When these options are enabled tabs appear to allow the notification message to be composed Basic Extended DHL settnes Infarmaticn Crustal Reporls Save documents Virtual tacks Daer Address Time Labal Manifest Advarced Dun Shippirg lt ey Shipment schedule noliticaioa jw Tracks _EWAIL E Mail rack 1 CC nolifica ior 7 Natiiratinn tex gt Dea FrsiNamex ZT im has sent you a shipment vie DHL The tracking numer is TrazkingNumber 7sN ules Plaase use the Folneing ud ta Fark yout saipmert ZT racsingURLY v The message can contain the merge codes noted below note they are case sensitive The CC Notification option allows an email message to be copied to a static email or list of email addresses separated by a semicolon Notification Merge Codes These codes are case sensitive Enter into the notification area in the correct case shown below FirstName LastName MiddleName Company TrackingNumber CurrentDateTime CurrentDate 138 Administrator s Guide CurrentTime TrackingURL This is the complete URL to track the package with a si
389. le ar a Aaaa aie ean ners 373 Stopping amp Starting OmniRush from a Batch File 374 Monitoring Tom re CTT 375 Restoring an OmniRush Gvstem 375 Starting and Stopping OmniRush DBIO for SQL Backup 378 Performance DISCUSSIONS c cceeeeeeeeeeeeeeeeeeeneeeeeeaeeeeeeaaeeeeeeaaeeeeeseaeeeeesaeeeeeseaeeeeeeeneaeeeeeeeaees 378 SEVEN SCALING WEE 378 Fax Performance amp Throughput aka Speed cccceeeeeeeceeceeeeeeaeeeeeeeseneeeseaeeesaeeseeeeeeaees 379 Shipping Server Throughput ee ee eee eeeeeeeenee cee eeee eae seaeseaeseeeseeeseeeseeeseeeesaeeseeenaeeaaee 381 Email Merge Throughput Tunimg 384 Breser le ET E 385 Troubleshooting Resources sssssssrissseirssssrrsstirrssttnnnstinunsttuuantiuunat tn unatnnnanttn nanten nanten nanna 385 Troubleshooting St ps EE 386 Troubleshooting Brooktrout Cards ccccccseeeeseceeeeeceeeeeeeeseeeeeseaeeesaaeseeeeeseeeesaeeeeeeseeeees 386 First is it Hardware or Software cccccccsesseceeccececsesseaeceseeseeeseseeeeceeeeseeeseasaeseeeeseeensaaees 386 Port Detection in the Fax Module sassssssssrresssrnesssnnesrnnnesnnnnennnnennnnnennnnnnnnnnnnnnnnnnnnnnnaannn 387 viii Table Of Contents Troubleshooting Brooktrout Cards 387 Troubleshooting the Administrator 391 Module Gears Have Question Marks cccccceceeeeeeeeeeeeeeeceeeeceaeeeeneeseeeeseaeeesaeeseneeeeaees 391 Troubleshooting Modules AAA 391 Fax Module Troubleshooting A 391 OmniRush Server Err
390. lead to module mis configuration FIXED User list now in alpha order FIXED UPS Modules can now have a comma entered in case a dialing prefix is req d e g 9 ENHANCED Generally OmniRush requires that the OmniRush Server and Administrator be able to resolve each other s name to an ip address using any of the several name resolution protocols that exist on a Windows network Now the OmniRush server has much less need to be able to resolve the client pc where Administrator is run ENHANCED Monitoring of fax shipping email and other types of jobs now provides useful information about the current job e g company email address fax number etc NEW New shipping tracks get a default email notification text with merge codes NEW Administrator will now message user if you try to activate a module that is not licensed NEW HTML import capabilities for HTML email Includes ability to auto remap links from relative to absolute web paths 436 Technical Reference HTML preview built in NEW Find File Folder option to search ODMS for a file or folder Supports wildcards NEW Local menu option to copy path and file name in ODMS to clipboard x Print to Fax Client Fixed import folder must be of higher level error FIXED amp FXREF merge code from client driven jobs FIXED Would not ac
391. lete list of overrides see the master override list Example 1 Shipping using just the template values UGN ZPK Example 2 Shipping with the template values but setting the shipment reference UGN ZPK Order Number 2323 Example 3 Overriding the template weight and value UGN ZPK WGT 5 VAL 1000 Sample Widget Kit Example 4 Using a COD template and overriding the template COD amount to 555 00 and any payment type note that for UPS COD jobs the PTP is required if using the COD override tag UGN COD ZPK COD 555 PTP 1 Example 5 Sending a shipment to a contact but the shipment email to an alternate email address UGN ZPK EML sam broker com Shipping Canada Origination OmniRush v5 1 and higher support Canadian origination for FedEx Ground and Express shipping There are several steps required to do Canada origination shipping They are e For First Overnight shipping install the sample templates Automatically installed as samples with OmniRush 219 and higher e Be sure to set the FedEx Track in OmniRush to Canadian Currency in the advanced tab You are now ready to ship For detailed info about services that are available in Canada please visit http www fedex com ca_english services OmniRush supports following FedEx services from Canada Intra Canada From Canada to Canada 1 FedEx Priority Overnight sample P1_Box_1Lbs frp 237 OmniRush Administration amp User Manual 2 FedEx First Overnight samp
392. lient to use when emailing faxes back out The options are System Default Email Client the MAPI client installed on the system usually Microsoft Outlook Outlook Express or Internal which is an email client built in to the Viewer Integrating with your CRM System SalesLogix Attaching Faxes to Contacts Faxes attached to SalesLogix contacts are created as SalesLogix attached documents These documents are sync aware e g they will sync out to remotes Note that the Viewer makes a copy of the source fax for the SalesLogix attachment Once the fax is attached it can be viewed from SalesLogix by clicking on the record in the Attachment tab of the contact If the OmniRush viewer is installed on the PC the fax will open in the Viewer Otherwise it will open in Kodak Wang viewer Emailing Faxes to SalesLogix Users When one of the Forward options is taken on the fax it is sent as an email attachment to the SalesLogix user it is forwarded to GoldMine 260 User s Guide Viewer GoldMine Linking and Forwarding Faxes linked to GoldMine contacts can be accessed from the Links tab During linking if the Export Shortcut is selected the file that is linked is a ZID file which is simply a pointer to the OmniRush document The benefit of this is that only one copy of the received fax exists in OmniRush The disadvantages are The OmniRush Viewer must be installed to view the fax The fax TIF will not sync out to remotes Uncheck the E
393. llation Steps 1 Install ShipRush for FedEx on the OmniRush Server PC Complete the ShipRush wizard and process one test shipment to confirm proper operation The test shipment can be deleted later Using the OmniRush Administrator create a FedEx shipping Module Demo Mode is for testing purposes Shipments processed in demo mode will print labels with TESTING in place of the address You will not be billed for these shipments and the labels produced cannot be used on shipments as there is no address information OmniRush automatically deletes them from the FedEx server when in demo mode Demo Mode is useful to see the flow of shipping from the CRM or SQL system through OmniRush to the label and history record Configure one or more tracks to feed the module The vast majority of configuration settings are set in the track See the Configuring FedEx Shipping Tracks for details UPS Shipping Server Requirements Internet connectivity from the OmniRush Server Communication to the UPS is done with SSL on port 443 This is the standard SSL port Check that your firewall allows SSL communication on this port See the Technical Reference on proxy servers if needed Daily pickup account with UPS have your six digit alpha numeric shipper number handy as it will be needed during configuration Local or Network printer for labels Laser printer or supported Eltron Zebra label printer Local or Network printer for manifests Laser
394. llel operation plan to run OmniRush side by side with FaxRush during transition FAXRUSH CRM ID s OmniRush ID s Write down features that need to be signed off on to turn off FaxRush e g broadcasts need to run cleanly for a week or received fax viewing amp linking needs to be running cleanly etc Checking Your System 63 OmniRush Administration amp User Manual System Requirements EmailRush FaxRush ShipRush Server PrintRush and CashRush are part of the OmniRush family All these products are installed by a single installer and managed via a single console the OmniRush Administrator For a friendly discussion of a good starter OmniRush Server PC see the discussion Minimum Required Hardware for a basic low volume system CPU RAM Disk Space Operating System see the Windows Version Support Matrix for full details OmniRush Server PC Pentium Il Ill IV or equivalent 900 mhz or higher 256MB 1 GB Free Space minimum program occupies approx 175MB free space required for data e Windows 2000 any flavor e g Professional Server Advanced Server etc e WindowsXP e Windows 2003 Server Client PC s for OmniRush Client Utilities Pentium III 600 or higher Windows 2000 XP 196MB 75 MB Free space 60MB of which for program balance for temporary work files e Windows 2000 any flavor e Windows XP e Windows 2003 Serv
395. lly called uPCl e g TruFax uPCI or TR114 P2L uPCI If you have the board in hand it is easy to tell which flavor it is The 5 volt versions have a single notch in the PCI connector the universal versions have two notches Most boards sold as new after September 2002 are Universal many newer PC s have only 3 3 volt slots Brooktrout boards with only one notch in the PCI connector will not fit into a 3 3 volt slot Be sure PC system has PCI slots appropriate for your board TR1034 amp TR114 boards are full length amp require excellent airflow over the board s Make sure the chassis will accept a full length board and that there is excellent fan fed ventilation Onigitai TR114 boards are 5 volt only Make sure the PC has sufficient available full length 5 volt slots esrooktrout boards often require dedicated interrupts IRQ s Some PC s will share an interrupt across multiple devices or PCI slots In most systems the BIOS can be used to dedicate an interrupt to the PCI slot used by the Brooktrout card Some systems for example certain models of Dell Dimension do not allow BIOS control over IRQ assignment by PCI slot Brooktrout boards and other advanced hardware like certain video capture devices may be incompatible with such systems Update the PC BIOS to the latest version as this may resolve the problem Support for this type of issue can only come from the PC manufacturer Neither Z Firm nor Brooktrout h
396. logo graphics advanced OmniRush merging etc Mee sure to name files appropriately If files are generated programmatically be sure to use the F prefix Example 3 Your VB application automatically runs a series of Crystal Reports every night You want these printed or faxed Here is your application flow a Process all reports Using the Crystal API each report is saved as an RTF file into a subdirectory of the OmniRush outfax directory e g outfax reports Name each report with the customer id or company name it is destined for b When all the reports have been built read the name of the first file in outfax reports Find the CONTACT1 record that corresponds to this file If no match for this customer ID in GoldMine you could store these accounting system ID s in a GoldMine contact1 gt key field create a CONTACT1 record with minimally the company contact phone fax customer ID information e Create a CAL record for this CONTACT1 record 286 Developer s Guide f Set the CAL record fields to REF server share dir outfax reports lt filename gt rtf ACTVCODE FCC USERID OmniRush ONDATE today s date or a future date if you want the fax to be sent in the future ONTIME blank to send immediately or a future time to send the fax in the future g lterate through each of the RTF files following steps C F h Done Getting The Job Status You can test for the status by looking at the CONTHIST gt RE
397. low lt xml version 1 0 gt lt File gt lt Filename gt lt CDATA ordocuments fax 01 04 2004 MJ1G4QKQJ6E6CLI Acme Roofing 01 04 2004 _1 tif gt lt Filename gt lt DocumentID gt lt CDATA gt lt DocumentID gt lt DocumentFilename gt lt CDATA gt lt DocumentFilename gt lt OriginalFilename gt lt CDATA gt lt OriginalFilename gt 141 OmniRush Administration amp User Manual lt JobID gt lt CDATA MJ1G4QKQJ6E6CLI gt lt JobID gt lt ContactID gt lt CDATA 95112934504464664Sco gt lt ContactID gt lt Company gt lt CDATA Acme Roofing gt lt Company gt lt FirstName gt Scott lt FirstName gt lt LastName gt Johnson lt LastName gt lt JobType gt 1 lt JobType gt lt TrackID gt TR0O000000000003 lt TrackID gt oduleID gt lt ModuleID gt Retries gt 0 lt Retries gt ActivityID gt lt CDATA ABVG9IS E W gt OY gt lt ActivityID gt SendOn gt 04 01 2004 lt SendOn gt User gt lt User gt Email gt scott acmeroof demo lt Email gt OrgFaxNum gt 206 555 1212 lt OrgFaxNum gt FullFaxNum gt 12065551212 lt FullFaxNum gt Reference gt lt CDATA C sales_lit parts Acme_Super_Nails tif lt Reference gt TrackingURL gt lt CDATA gt lt TrackingURL gt ExternalID gt lt CDATA gt lt ExternalID gt lt AdditionalID gt lt CDATA gt lt AdditionalID gt lt File gt NAVA AAA A A A AA A Notes on the XML
398. loyment required at the workgroup or desktop level No IT or central resources available for a ShipRush Server installation The Symptoms of Template Driven Shipping e g a candidate for ShipRush Server 28 Between 15 and 1000 shipments a week or more Shipping identical shipments to entire groups of contacts in the CRM system One click shipping is desired Automated process Workflow or Trigger based shipping is desired Remote users using Citrix Web or PDA clients need to ship Toolbar macro button user Administrator s Guide e Custom SQL application in use If you have any questions on this please contact Z Firm sales or Z Firm advanced consulting Z Firm can solve nearly any shipping need Next how shipping is really done with OmniRush Shipping Introduction Quick Links e Understanding Shipping with OmniRush The Big Picture Contents e Creating the Shipment e What OmniRush Does e Tracking and Managing the Shipment Creating the Shipment It is easy to ship using a CRM system or SQL database The job could be as simple as this Track UPS Reference UGN ZPK WGT 5 VAL 1000 Sample Widget Kit This example will use the UGN ZPK template what we did here was take the UPS_GND_BOX_1LB ZPK template that comes with OmniRush and rename it to UGN ZPK to make it short The shipment weight is set to 5 pounds and the declared value is 1000 These two values are overriding the weight and value set in the template The sh
399. lt Shipping Account gt lt Company gt lt Contact gt lt Address1 gt lt Address2 gt lt City gt lt State gt lt Zip gt lt Country gt Example data F1 1234567890 Super Roofing Supply John Smith 111 99th Street San Francisco CA 94122 US 242 User s Guide F2 0987654321 Ultra Roof Stuff Mark Olive 12 Main Street Bay 9 Santa Rosa CA 95144 US Virtual Track Direct Programatic Access Developers can create the Virtual Track information files directly from code The logic is as follows a Create Virtual Track information file in the Virtual Track directory For example ACME1 ZVT b Run a shipping job with this Virtual Track override Example UPS_G ZPK VTR ACME1 The ZVT file is an xml file of the following structure lt fr5VirtualTrack TYPE Tfrd5VirtualTrack gt lt ACCOUNT gt 057500 lt ACCOUNT gt lt COMPANY gt Z Firm UPS1 lt COMPANY gt lt CONTACT gt UPS1 Man lt CONTACT gt lt PHONE gt 206 444 5555 lt PHONE gt lt ADDRESS1 gt 120 Virtual way suite UPS1 lt ADDRESS1 gt lt ADDRESS2 gt lt ADDRESS2 gt lt CITY gt Seattle lt CITY gt lt STATE gt WA lt STATE gt lt ZIP gt 98111 lt ZIP gt lt COUNTRY gt US lt COUNTRY gt lt PRINTLABEL gt False lt PRINTLABEL gt lt PRINTERNAME gt lt PRINTERNAME gt lt PRINTERTYPE gt fpLaser lt PRINTERT YPE gt lt NOTIFICATIONENABLED gt True lt NOTIFICATIONENABLED gt lt NOTIFICATIONTRACK gt ROOT_TRACKS___ TR0000000000004 lt NOTIFICATIONTRA CK gt lt
400. ly one setting is required shown below Internet access requirements for e mail 120 Administrator s Guide E Mail Merge Server 2 Type E mail Version 6 0 0 502 Host PC ZF DARTH General Advanced SMTP type e Integrated SMTP server C External SMTP server Default Return Address fomnirush zfirm com DNS Signature H Close St that DNS is an optional field This is only needed when two criteria are both met e Module is using the integrated SMTP server e Module is failing to resolve domain names or tenders DNS errors If the above criteria both apply enter the IP address of your DNS server Normally the module will automatically detect DNS from the server TCPIP settings This setting is for the rare cases when that is does not work properly Advanced options can generally be left at the defaults 121 OmniRush Administration amp User Manual E Mail on Z2F DARTH Type E mail Host PC ZF DARTH General Advanced Version 5 1 0 273 Retrieve up to fis jobs every 5000 ms 5 v Send max bytes per hour MB fo Number of mailing threads Module termination timeout ms 3500 Attachments Name Prefix Attached M External SMTP SMI senver porbnumbers 125 F Mp SMP server requires authentication Username Integrated SMTP Max of attempts per email 3 Delay between attempts hh mm Ion 0 P Validate
401. m woof htm amp amp User_Loginanswer asp href http woof com woof htm amp User_Login amp answer asp href htt href http www woof com cgi woof cgi amp User_Login woof com woof htm amp amp User_Login answer asp actual HTML snippet that works note trailing space lt a href href http www woof com cgi woof cgi amp User_Login gt OmniRush Training Videos lt a gt Will not work because answer asp abuts the merge code Will not work because before the amp there is no separator Will work Will work as long as there is a trailing space after amp User_Login href mailto sam acmedemo demo subject Quits20sending 20to 20 amp Contact Will work Note the 20 before the amp and the trailing lt a href http 16 16 28 15 eFrm Unsub asp cid amp Cl_Accountno gt Will work Click here to be removed from our list lt a gt Note trailing space HTML Advanced Topics Quicklinks Server Side Include support HTML Email Signatures HTML Email Signatures OmniRush email tracks have a Default Email Signature setting This can be entered as raw HTML for example Helvetica sans serif gt processed lt font face Arial Message Sponsored in part lt br gt and sent by Z Firm s OmniRush V5 5 Visit lt a href http www zfirm com gt http www zfirm com lt a gt 179 OmniRush Administration amp User Manual lt br gt to learn more lt font gt
402. mall group Notes On Oracle Merge Codes The OmniRush Database Connector for SalesLogix and the Oracle Database Connector must log in as table owner sysdba for SalesLogix or every table reference must be in the format lt tableowner gt lt tablename gt e g sysdba activity On Oracle make sure to use single quotes This can be confusing The following example is valid on Oracle Cates WHERE A ACCOUNTID amp COMPANYID AND A USERID U USERID AND A TYRE PID AND UPPER P TEXT PHONE CALL At first glance it would seem that the COMPANYID clause should fail because it is double quoted and Oracle requires single quotes However will work because OmniRush converts the double quotes to single quotes downstream However note that the line UPPER P TEXT PHONE CAL U is single quoted This line is not parsed by OmniRush and must be single quoted Double quotes will cause odd errors like field not found or other confusing errors Optimizing Merge Codes It is important that merge codes contain SQL that is optimized to execute quickly and efficiently Even the out of box merge codes that come with OmniRush may need tuning to run at their best in your environment 211 OmniRush Administration amp User Manual For example the GoldMine HUC merge code comes like this SELECT FROM CONTHIST WHERE USERID amp USERID AND RECTYPE
403. me it DSN for example Use this SQL you can paste this in select from contsupp where rectype Pi and contact Serial Number and accountno amp CONTACTID Create a new merge form and create a table and use the appropriate fields from the GoldMine CONTSUPP table GoldMine Specific History Records within Last 30 Days Create a new merge code name it DSN for example Use this SQL you can paste this in select from conthist where accountno amp CONTACTID and actvcode DN and 31 gt datediff day ondate getdate Note Conthist OnDate is normally not indexed You may want to add an index to Conthist ondate recid or ondate actvcode recid to improve the performance of this query if you have more than 30 000 records in ContHist Create a new merge form and create a table and use the appropriate fields from the GoldMine CONTHIST table GoldMine Merging the referred contact1 data e g not the current contact data but contact data from records referred to the current contact Create a new merge code call it RC1 Paste in this SQL select from contactl cl where cl accountno IN select title from contsupp where accountno amp CONTACTID and rectype R Create a new merge template RC1TEST RTF and insert a table of four columns and two rows Type in fields as shown 199 OmniRush Administration amp User Manual OumnRush RC Merge Code Demonstratio
404. ments Page Ortented nt 162 Creating A New Merge Document MS Word 162 Grystals RP FIle S ieiuna a a a e aai a i e aaa paaa 163 OmniRush Example Merge Fomms 167 Merge Forms Best Practices AAA 167 Label ln Le DE 168 Microsoft Word D Rut 169 HTML Morge Emal merena E eege Ae ETO A Age 170 HTM Emal SUppOr de ea a zinta ca a a A E eas A aed 170 HTML Planning the Content 171 HTML Importing into ODMS 00 2 cecececeeeesceeeeeeeeeeeeeeeaeeeeeeeceaeeecaaeeeeaaeseeeeseaeeesaeeseneeeeaees 171 HTML Database Merge Codes ttnn nt 171 HTML Tutorial With FrontPage eccceeeeeeeeeeeeeeeeeeeeaeeeeeeeaeeeeeeaaeeeeeneaeeeeeeaaeeeseeaeeeeeeaas 175 HTML Merge Email FAQ cecccccesceceseeceeeeeceeeeeceaeeeeaaeeeneecaeeeeaaeseeaaeseneeseaesseaaesseneessaees 177 HTML Merging into Links ANd Tags 178 AT ML Advanced TOpICS eacee ian a E EE EELER ee 179 Merda Ot ole EE 181 Anatomy of a Merge Code 181 Types of Merge Codes tite ete ZEN initi ee NEE ER iini ad 182 Macto Merge Codes 1 3 0 iid ara tunel east tiie eee 182 Job Detail Merge Codes A 184 GoldMine dBase Codes nnns 184 GoldMin SQL Codes st eueug iis de ESA EES 185 SalesLogix CodeS 2 ergaeh sr eis it aye den ele aie cee 187 Seidel Beie EE 188 Creating Custom Merge Alases essees sreesetrsn retn netn netr netrnstrnsetnsetnsstnssnnsnnts 190 A Job Centric View of Data Mergimg 190 Anatomy of a Custom Merge Aliases cccccccceeceeseeceeeeeceneeeeeaeeeeeeeseeeeeseaeeesaaestene
405. ments through an ADO data provider Since ADO can talk to ODBC data sources most ODBC accessible data sources should work with OmniRush Pass Through SQL Pass Through SQL has been tested with MySQL 3 23 52 nt Pervasive SQL 2000i and MS SQL Server 2000 for demonstration purposes deployment should use the stored procedure method Additional database platforms that have ADO or ODBC drivers are likely to work with this method as long as the system supports standard SQL statements Note Oracle and Microsoft SQL Server users are advised to use the OmniRush Stored Procedure method of integration Complete sample scripts for tested platforms are in the OmniRush Sample Code directory on the OmniRush Server PC Introduction Pass Though mode lets OmniRush speak to your database using plain SELECT INSERT and UPDATE statements You have complete control over these statements so the database structure usually does not require changes However to implement OmniRush you should understand the conceptual structure represented by this graphic 330 Developer s Guide Look up recpiant in the Contact Account Data Table contact company address phone email etc for the recipient of the job I I 1 I Foe J Key Your Application win32 web wireless otc 1 Insert job racord in tha Jobs Table ba wn wm eg Teraier say f SOL Seript vunligured 4 In OmriRush DB Lk Step 4 p Connector
406. ments 446 Internet Fax ANNER 52 J Job Alarm All Fals 128 List of Override Codes nssssnneaenenn 274 Override Codes cccccsesesesesereees 86 223 Referencing Job Documents 222 o o EEN 18 K Knowledge Base 385 L Label Printing aee EEE E EE ZE 168 Setting Up the CoStar or Thermal Label AAA A E E E eege 407 Label Prntmg enseina 357 Launcher Module Administration A Gettings 127 OVEIVICW 0 cccccccceesesteceseeecessesteaeceeeeseeenes 16 Launcher Module ssssssesssenensesesrennnnsnne 16 LICENSING EE 8 38 LOG UE 414 M Maintenance Back UDS na naina ni 370 Database Mamtenance 373 Free Disk Gpoace 373 Moving OmniRush to Another PC 375 Manage Hobes 25 153 221 MDAC Supported Versions ceeeeeeeeee 336 Merge Codes Custom Merge Codes A Job Centric View of Data Merging 190 Anatomy of a Custom Merge Code 191 Creating Your Own Merge Codes 194 Custom Merge Code Examples 195 GoldMine SQL Examples 195 Stored Procedures s es 204 Custom Merge Codes 190 Custom Merge Codes 191 Custom Merge Codes 194 Custom Merge Codes 195 Format as Currency s s s 212 Formatting Date and Time aaaeaeeeaas 188 Job Detail Merge Codes sseseeseens 184 Macro Merge Codes sccceceseceeeees 182 Optimizing Performance seeseeeeeen 211 User Name amp Information 184 Merge Codes sssseseesseesseeeeese reres nees 181 Merge Cod
407. ments Conversion OmniRush Fax Configuration SQL Shipping Options Merge Codes Throughput MS CRM Introduction Rates Tuning Advanced PDF Crystal with Operating SalesLogix Shipping Track Options Support Parameterized Environment Operating Server Database Microsoft Environment Throughput Access CRM SalesLogix Supported File Email MS CRM Database Overrides Technical Reference Types Attachment Installing the Connector and Options OmniRush UI for Special SalesLogix Options v6 Troubleshooting Formatting DHL Steps Merge Shipping Codes Module User Rights for Microsoft Universal Client Word Tricks Global Settings Date Calculation Backing Up SalesLogix OmniRush Account Manager merge Database Custom Connector for Merge SalesLogix v6 Code Examples Future Date BDE Discussion Reporting on Jobs Viewer Preferences Overrides and Special Options Email Merge Thoughput Tuning Extracting the Installer What is New in OmniRush v5 1 Major new features in v5 1 Support for Client and Server on WindowsXP Professional RightFAX bridge New internet fax provider Venali HTML Email merge Print To Fax Client integrated with SalesLogix Support Client Re written internal email server Email merged attachments as PDF Network Alerts on critical errors 429 OmniRush Administration amp User Manual Coexistence with backup software Track Priorities five levels
408. mniRush Administration amp User Manual lt xml version 1 0 gt lt ReceiveConfirmation gt lt Result gt success lt Result gt lt ErrorMessage gt CDATA lt ErrorMessage gt lt ReceiveConfirmation gt Integrating via SQL Databases SQL Introduction The Open Database Connector ODC allows OmniRush to connect to and interact with any Microsoft SQL or Oracle database Quick Links Supported Databases Overall Logic Implementation Steps Supported Databases Supported database servers include Microsoft SQL Server v7 2000 and 2005 all editions including MSDE 2000 Oracle v8 v8i and higher Other MySQL Pervasive etc Via Pass Through SQL method OmniRush uses a set of stored procedures sprocs to interact with your database OmniRush expects this set of sprocs to exist in your database and to take and return a specific set of parameters These sprocs are simple and easy to implement If you need assistance creating the OmniRush sprocs you can use Z Firm s Advanced Consulting to do all or some of the work for you Your Oracle Z Firm or Stored Microsoft SQL Server Procedures database OmniRush Server Only six stored procedures are required four additional stored procedures are optional Overall Logic 320 Developer s Guide OmniRush is driven by job records A job record is a record in a table that is scanned by OmniRush To explain let s look at the simple 4 table sample database
409. mniRush Server PC or ona network client PC that has the OmniRush Client Utilities installed 16 Administrator s Guide CI o im Cc Client See Se e E CH OmniRush OmoiResh Ome Rush Ome Rush Opena Client Utilities User Client Uti ties User Client Utilities User Chen Utilities User Core OmniRush Server OmniRush Z Firm Launcher Database S 7 Engine ET a Other OmniRush vor OmniRush CRM amp SOL B Fax Module s Module s Print Module s Connectors Modules kV Ti 4 egal D A f 2 il mma SOL PSTN Internet E amp ieee Sc ei r x p ssa printers nod prin Server Modules The OmniRush Server is composed of several Modules Each major service e g connecting to a CRM system the fax server module etc is a Module in OmniRush speak Most OmniRush servers have multiple modules three to ten Modules is average Modules run as invisible applications or as NT services on the OmniRush server These services are started and stopped using the OmniRush Administrator In some cases it may be necessary to run OmniRush as an Application Each module has different hardware and supporting software requirements For example a GoldMine connector module requires that GoldMine be installed and operational on the OmniRush Server PC The Internet Fax Module requires internet connectivity Other than the hardware fax and UPS shipping Modules most modules have no hardw
410. mniRush Toolbar Introduction The OmniRush Toolbar makes one click job processing a reality Fully customizable you create the toolbar with the buttons your firm needs and your users then get one button ease of use The Toolbar works with GoldMine v5 x v6 x and SalesLogix v4 x v5 x and v6 x The Toolbar offers these features e a One button scheduling of OmniRush actions e D Simple user interfaces to select job contact and document e c Ability to attach a GoldMine AP track 145 OmniRush Administration amp User Manual The key to the toolbar is that it allows non programmers to create and manage one click buttons for users One of the best ways to learn about the toolbar is to watch the streaming video 128kb Internet or better required Also check the Z Firm Video Library for other videos on the subject Initial Setup The Toolbar is installed to the C Program Files Z Firm LLC OmniRush Examples OmniRush Toolbar directory on the OmniRush Server The first steps are a Copy this directory to a shared network location b Copy the appropriate OFM file from the samples directory to the toolbar directory c Test the toolbar by running ToolbarLoader exe Once the demo toolbar works the next steps are a Edit the toolbar to taste using the ToolbarDesigner exe b Make icons on user desktops or in the start menu to start the shared ToolbarLoader exe c Use the Toolbar For details steps on configuring the toolbar please se
411. more fax tracks that is configured for the appropriate module At least for initial setup set the track alarm options FAx Hardware Fax INETFAX Internet Fax 74 Administrator s Guide Test Jobs Start all modules Wait until all modules go solid green in Administrator Now start the CRM or SQL system Some CRM systems like GoldMine require that you now create GoldMine users that have the same host reference as the OmniRush tracks If you created the tracks shown above you would now create two GoldMine users via the GoldMine File Configure Users Settings named FAX and INETFAX Put random passwords on these users so no one accidentally logs into GoldMine as these users Now schedule the first test job Go to a contact in the CRM system that has your own fax number on it Click for example screen shots ACT GoldMine Microsoft CRM SalesLogix As a second test job schedule a merged cover page Click for example screen shots ACT GoldMine Microsoft CRM SalesLogix You are now faxing with OmniRush See the User s Guide in this help file for more information on managing your document library and setting up your system for easiest possible use Fax Server Possible Problems TEST TIF Job stays in Pending and never goes to FAX the tilde tells you the job is in progress Check that the FAX track is set to use hardware fax or internet fax appropriate to the fax module you have running Check that the clock on the OmniRus
412. mp UvarTitle To specify the INI to reference the merge code is amp Uvar lt var name gt lt ini name gt The ini name must be 8 characters or less no spaces or punctuation do not include the ini extension To specify the EmergPhone var from the CONSTANT INI file use the code amp UvarEmergPhone constant Advanced Use 213 OmniRush Administration amp User Manual You may have other information that appears on many merge forms but changes from time to time This information might be special pricing production lead time emergency contact phone numbers special offers web URLs or more Using the GM INI and other INI files to hold constant values you can easily change these values across all the merge forms just by editing one file OmniRush looks for user var values first in GM INI and then in the USER INI of the user who created the fax or print job If you specify the INI file to use OmniRush will only look in that file Emergency phone number example You want your customers to get through to you no matter what You might implement this as follows JOE INI user_var pager 222 333 4444 homephone 222 334 5555 GM INI user_var EmergPhone 111 222 3434 The template then would look like this Dear amp Firstname If you have any problems with the super widgets we have supplied you contact us any time My pager number is amp UvarPager and our 24 hour emergency hotline is amp UVarEmergPho
413. n Last of referrals for conluel amp Conluel al amp Compuny FRO Contact GRE Company GRCI City RI Phone x amp RC1_State amp RCL_Zip amp RC1_Ext1 elt lax a vie OmniRush includes out of the box the merge demonstration form GM_Referral_List rtf based on the CRL merge code The out of box CRL merge code should work on SQL Server v7 but will fail on SQL Server 2000 and higher due to a new syntax rule Modify the existing CRL merge code to the following SQL to bring it back to life select cl from contactl cl where cl accountno IN select title from contsupp cs where accountno amp CONTACTID and rectype R ORDER BY cl accountno DESC GoldMine Merging Opportunity Information OmniRush v5 2 has a new merge template GM Oppty Merge RTF which demonstrates opportunity merging The merge codes for this form must be added to OmniRush by pasting in the SQL listed in the template The instructions here will let you set up this merge form Paste this SQL into the code Note the amp ACTIVITYID has a tiny space after the amp paste into OmniRush and remove the space select op from opmgr op OP where oppty itself op opid select loprecid from cal where recid amp ACTIVITYID and op rectype IO select op from opmgr op OPT where tasks op opid select loprecid from cal where recid amp ACTIVITYID and op rectype OK OPI select cl c2 Merge Code 200 User s Guid
414. n Description or Name FRP This is a package file Is either a list of files to send as a kit or is a shipping ZPK template for DHL UPS or FedEx shipping FRU ZID This is an ID file Either the file name or the contents of the file will be a database ID of a document in the OmniRush Document Management System ODMS The OmniRush Viewer is associated with this extension and will open the appropriate file when the ZID file is launched ZDF This is the name of an ODMS folder The contents of the folder including subfolders will be sent For example if there is a folder named Widget Sales Kit The following would be scheduled widget sales kit zdf and the whole folder will be sent OXP OmniRush eXtended Package An XML document that controls the job Full documentation here ZWV Z Firm WAV file Used for the recorded voice feature A ZWV is a regular WAV of specific properties The OmniRush Administrator and Universal Client allow most mono WAV files to be converted to ZWV F file name Example F SalesReport00222 RTF prefix F causes the file to be handled as a temporary work file This is particularly appropriate for sites that generate files programmatically and feed them to OmniRush via a SQL database or CRM system Manually Uninstall OmniRush All ODMS data documents received faxes configuration etc will be PERMANENTLY ERASED with these steps BACK UP DATA BEFORE PROCEEDING To manually remove the Omni
415. n addition to the Job record There are also several benefits e OmniRush job overrides for fax number email address logging etc can be used Examples Example 1 In the first example a TIF file is created once a week and your application will trigger it being faxed out The steps are 325 OmniRush Administration amp User Manual e The TIF is placed in outfax with the name faxfile tif e Your application creates Job records all linked to the same Recipient record with the following fields populated DESCRIPTION faxfile tif fax xxxxxxxxx FCC CATEGORY OmniRush STARTDATE today s date time of 1 00 AM or a future date if you want the fax to be sent in the future Where xxxxxxxxx is the fax number to send the fax to The FCC causes OmniRush to put the job into the HISTORY table on success or failure Once this record is created OmniRush will process the job Mee sure to name files appropriately If files are generated programmatically be sure to use the F prefix Example 2 A mainframe computer spits out dozens of text files each night These files might be production schedules inventory or accounting statements Each of this files is destined for a different customer Your application must fax these files to the appropriate contacts The flow of your application would be Iterate through each text file and Read the customer ID from the text file If no match for this ID in the Recipient table create
416. n cases where there is Brooktrout hardware in use set up OmniRush initially for Internet Fax As OmniRush utilization increases move the hardware to the OmniRush PC 362 Technical Reference Supported File Types OmniRush supports printing faxing and emailing the following document types e Merge templates e RTF files created in MS Word v97 2000 or XP 2000 and higher preferred e Via email RTF files can be merged converted to PDF and then emailed e RPT created with Crystal Reports v8 v8 5 e Static do not merge PDF TIF RTF TXT e Document packages FRP ZPK OXP ZDF for advanced discussions on these file types click here Files for Faxing Fax transmission time the time OmniRush spends on the phone actually sending the fax is directly affected by the content of the faxed document Text and line art fax quickly Photographs color logos and color artwork can cause fax transmission times to hit 2 6 minutes per page or even more Wherever possible files that are to be faxed should be optimized for the fax medium This means e Convert artwork and logos to line art e Manually convert color artwork and charts to monochrome usually a job for a graphic artist e Avoid photographs color and B amp W The desired end result is largely line art solid black and text You can get away with some grayscale color but restrict them to less than 10 of the page by area A common approach is to have the
417. n the HTML editor in the place where you want to appear You can change font color alignment etc for the new merge code Please apply formatting to the whole merge code for example OmniRush won t be able to process amp Company if amp Comp is green and any is red This is sample 1 look for html_merge01 htm sample 172 User s Guide LI i oe Eile Edit view Irsert Ferma Tools Table Franes Window Help ID sS RHam ei Be Headina 4 gt default Fork gt Normal These are wes T codes Folders fie Reports g Ca Email Mergef Navigation e Email Broadcast t Superadvanced custom EGL merging as HTML Z Freview 4 D seconds over 26 8 There are no limitations on where to put merge codes But if you are not familiar with HTML and using repeating groups it s preferred to put merge codes inside table Otherwise due to the odd definition of HTML paragraph and overall complexity of HTML paragraph formatting the output might not be exactly as you expected Remember that HTML supports nested tables a table that is inserted in the cell of a larger table and table borders can be set to invisible so you can create a really nice outline for repeating groups Using tables also allows you to simplify the specification of a repeating group There is a tag specific to OmniRush HTML merge called simple repeating group amp amp amp You can start merge code with t
418. n the script editor this is a visual convenience for you the code editor GoldMine Attach Process function This function is specific to the GoldMine platform Syntax call AttachProcess lt track ID gt This causes the specified track to be attached to the current contact The track is not executed an AP system needs to process either continuously or once a day The track may be specified either by the 3 digit track code that is associated with the track or by the track RECID The track code is potentially problematic as GoldMine does not enforce uniqueness So you may have multiple tracks with the same code or a user may change the code which would break the reference in the script Example syntax with a track code call AttachProcess MKT The track may be specified by using its RECID from the GoldMine TRACKS table The syntax to retrieve the RECID from a GoldMine SQL system via Query Analyzer is select name eventno recid from tracks where rectype Bi order by eventno Example syntax with RECID call AttachProcess AVPQQZS X1T 9 Note that tracks will not execute they will only be attached You need another system processing AP to actually execute the tracks Advanced Configuration Topics Advanced Configuration A variety of topics fit into the scope of advanced configuration These items are not required at all sites and are optional in most cases These items are for your OmniRush installer or adm
419. nal document store Understanding how this works in relation to the FaxRush v4 outfax directory is crucial OmniRush can automatically import documents from outfax to the internal document store but once imported OmniRush must decide Which copy will be the master copy e g where will Administrator s Guide document editing be done from within the OmniRush document store or in outfax There is a setting on the Database Connector configuration screen to tell OmniRush where the master files are kept e f the outfax file is set as the master the automatic import will import the file into the document store but the document store file will be in a checked out state and will not allow editing The outfax file will be checked on every job to detect if it has been updated and if this is the case the file will be automatically re imported to the document store e f the document store is set as the master the outfax file is pulled into the document store the first time it is used and the outfax file is flagged as read only on the file system Changed Override Codes CRM users of FaxRush v4 are accustomed to using override codes on the reference line of the job These codes can control the behaviors of specific jobs Some override codes have changed in OmniRush You can decide either to modify your processes and other tools that drive OmniRush to use the new codes or you can set OmniRush to use the old codes The FCC FRR s
420. name tab k Select the server on the left it will be the original PC name and press Rename l Accept the confirmation dialog m Reboot the system n Start Administrator and walk through the post restore configuration steps o Start Launcher and modules run some test jobs to confirm proper operation Check that documents in ODMS open for edit properly If the original OmniRush system is available for the migration the steps to move to another drive on the same PC are On the Original PC a On the original OmniRush Server PC shut down all OmniRush modules clients and launcher b On the original OmniRush Server PC stop the Z Firm DBEngine service 376 Technical Reference c Copy the C Program Files Z Firm LLC OmniRush DATA and all subdirectories to a safe backup location d It is strongly recommended to make a drive image using Ghost or similar at this point e Manually remove OmniRush see the OmniRush helpfile uninstallation directions f Reboot the PC g Install OmniRush to the new drive letter reboot at the end of the install as prompted instal the same version and build of OmniRush as existed on the original OmniRush hard drive it can be updated upgraded after the migration is successfully completed Reboot at the end of the install as prompted h Shut down all OmniRush modules clients and launcher i Stop the Z Firm DBEngine service j Copy the backup data created in step c above int
421. nce Line Optional One or more file names Optional One or more overrides Optional RE segment Notes Optioanl notes that will either merge or simply flow into history and not affect the job depends on the job type Creating User This will be the From user for the job For merging and for From email information on email jobs By populating just five fields all the power of OmniRush is available List of Overrides and Special Options Quick Links about Override Codes How to use override codes How to change override code tokens i In some cases the length of the job record reference field becomes a problem only so many overrides will fit The OmniRush Extended Package OXP system can be used This allows the reference line to be as long as desired There are number of overrides that control how jobs are processed Each job type has specific overrides Below are the default override codes These codes can be seen in the Override Codes tab of the database connector module If needed the tags can be changed in this tab Job Override Code Explanation amp Example Type This is the main splitter that splits the input REF or REGARDING field into two parts The file control section from the job reference section Some examples fax job test tif FCP Proposal 3434A email job mayspecial htm OWN SALLY May specials shipment job ground zpk WGT 12 VAL 900 Order 1010099 Widget Kit F
422. ncher Settings amp Bookmarks oe ig Activate All ig Deactivate All Si Monitor Modules S New 255 General Server Settings CO Manage Rights 6 Then check the Run as NT service box 405 OmniRush Administration amp User Manual e Launcher module Of E Type Launcher Version 1 00 00 a is as NT service Host PC H AF_LAP2 eacesceseasendetetonsssesesscnsesescese a ti For changes to take effect Account RAF_LAP2 Administrator Pl the launcher module must be restarted Password Is Stat G3 Stop A OK XK Cancel Cose 7 Now goto the NT Service Control Manager and take two steps a Set the OmniRush Launcher service to start automatically b Manually start the OmniRush Launcher service You can now start modules OmniRush is now running in NT Service mode Be sure to delete the OmniRush Launcher from the Startup group Test the system for correct operation particularly examine interaction with the CRM system and network printing is crucial that the Application Mode Launcher is not run if the Launcher Service is running and visa versa Only a single launcher may run at a given time If for any reason two launchers service and application are started concurrently reboot the system d If there are any problems the universal first step is to switch back to application mode Continuing in NT Service mode may require planning and network research
423. nd the Z Firm DBEngine each module must be stopped individually then stop launcher and finally stop the Z Firm DBEngine 374 Technical Reference Start up in the reverse order However note that modules do not need to be started if they are set as Active in the OmniRush Administrator Just start the Z Firm DBEngine and Launcher and Launcher will start all the active modules Examples Full shutdown of OmniRush net stop Hardware fax module net stop OmniRush Prt Raster module net stop OmniRush launcher module net stop Z Firm DBEngine To restart this same system net start Z Firm DBEngine net start OmniRush launcher module The Launcher will take care of starting the Print Raster and Fax modules Monitoring for Errors OmniFush logs critical errors in the OmniRush logs and in the NT Event Log NT system management tools can watch the Application area of the NT Event Log for errors from the OmniRush system Restoring an OmniRush System KKK For advanced administrators only Not supported by Z Firm technical support To understand how to restore OmniRush please first see the Backing Up OmniRush article This section applies to a Restoring OmniRush to a different PC than the original b Moving OmniRush to a different drive on the same PC as the original If the Z Firm DBEngine needs to be restored to the original OmniRush PC please see the OmniRush Knowledge Base at www zfirm com
424. nds provide a friendly and detail that your application led 20 40 characters description of 20 40 charact rs when there is an error This description will Example xml SendConfirmation Successful lt X transmission ml version 1 0 gt lt ReceiveConfirmation gt lt lt Result gt success lt Result gt ErrorMessage gt CDATA lt ErrorMessage gt lt ReceiveConfirmation gt Failed transmission lt X ml version 1 0 gt lt ReceiveConfirmation gt lt lt Result gt fail lt Result gt line lt ErrorMessage gt lt ReceiveConfirmation gt be shown to user ErrorMessage gt CDATA No Dial Tone on port 1 Check the Your application is responsible for deleting the xml and tif file The OmniRush fax module is responsible for deletion rit file 318 Developer s Guide How Fax Bridging Works Receiving DEI The OmniRush Fax Module looks for new xml files in the port inbound directory every 5 15 seconds depends on system load Each xml file must have a field for the tif file name The tif file must be created BEFORE the xml file Once the module finds an xml file it executes the regular OmniRush receiving logic e g import the data as an inbound new fax forward to a different track if configured in the fax module etc Your application is responsible for creating the xml
425. ne Thank you for your patronage amp UserFullName Using a Constant File You may have information that changes daily weekly or monthly that you want merged on several documents This information might be periodic specials shipping lead time message of the day or other timely information In this example Acme Corp likes to promote special discounts and announce fulfillment lead time on several documents Every time a price list order form cover page or other document is sent out the daily special and fulfillment lead time is merged onto the form This way customers are not surprised when they place an order 214 User s Guide Acme uses an INI file called NEWS INI that is located in the GoldMine System Directory Here it is NEWS INI user_var Leadtime Orders placed before 3 00PM are shipped within two business days Special This week only no extra charge for overnight shipping Discount Did you know pay your invoice within five days and take a two percent discount Order Form Widgets 199 each Super Widgets 299 each Ship To amp NameAddress As of TIME vo MMM d yyyy amp UvarLeadtine oNE WS d rer ws amp Uvar Discounl NEWS Figure 1 OmniRush Merge Template that References User Vars The resulting merged document 215 OmniRush Administration amp User Manual Order Form Widgets 199 each Super Widgets 299 each Ship To Adam Kline SuperCustomer 3
426. nformation see these resources on the web support microsoft com Articles Q173494 search for winpopup www winpopup com alternative to winpopup Popup Notification Troubleshooting The popup communication can be tested with the net send command on NT Win2k For example if a user was configured e g JANE to receive popup notifications but is not receiving them use the net send command from a command prompt at the OmniRush PC net send jane this is a test message If this does not work there are other steps that can help resolve the problem elf user Jane logs into a PC called SLS1 try sending the message to the PC name e g net send SLS1 this is a test message If this works the PC name can be configured in OmniRush for alerts e Try to ping the PC where Jane sits from a command prompt at the OmniRush PC e g ping slsl If this fails name resolution may be causing network messages to fail Contact the network administrator to implement name resolution for workstations on the network W Note Z Firm technical support cannot assist with making the NET SEND command work This is a network configuration and administration issue that is beyond the scope of Z Firm technical support Please refer to the Microsoft knowledge base to diagnose and rectify NET SEND issues recent Microsoft Service Packs may turn off the Messenger service This service is required on the OmniRush Server to send notifications and on receiving systems
427. nformation from these places e The GoldMine Contact1 gt Status field e The Fax number field contact1 gt fax e OmniRush dialing setup in Settings General Fax Number e PREDIAL INI if in use Role Each Piece Plays The contact1 gt Status field is a three digit field The left most digit can be either a U an l or blank If it is a U that indicates that the record is a USA formatted phone number An indicates non USA A blank entry indicates incomplete data usually the result of importing data into GoldMine with a home brewed tool The contact gt fax field is the Fax number on the GoldMine interface USA style contacts would have this as 111 222 3333 Non USA can have any format here The key is If the record is set as USA in contact1 gt status then OmniRush will attempt to perform localization and predial ini processing If contact1 gt status is set to l then OmniRush will attempt to format the phone number for international dialing The OmniRush dialing setup controls several things listed here in order of usage a Your area code OmniRush uses this to detect if a USA format phone number is local or long distance b Your Country code used to attempt internationalization of fax numbers that are not fully entered in contact1 gt fax c Your international dial prefix used to attempt internationalization of fax numbers that are not fully entered in Contact gt fax d Static prefix and suffix for dialing e g
428. ng use the lbs oz format E g WGT 02 means 2 oz WGT 2 means 2 02 usps_1st_parcel zpk WGT 10 means 10 oz Note that the lbs oz format is ONLY for First Class mail This format should not be used for Priority mail or any other class of mail Sets the parcel dimensions Dimensions in inches If the template is multi parcel these dimensions apply to first parcel only Example 277 OmniRush Administration amp User Manual ENDICIA length DCF FEDEX RES UPS_G ZPK HGT 24 WID 34 LEN 30 Delivery confirmation Values UPS S Signature Required A Adult Signature Required aka ASR N Deliver with No Signature Applies to the first package if multi parcel Example UPS_G ZPK DCF A FedEx S Direct Signature Required Indirect Signature Required A Adult Signature Required aka ASR N Deliver with No Signature Residential delivery No parameter Presence of the override UPS code sets shipment to residential delivery For some express services this may be ignored esp DHL Example UPS_G ZPK RES DHL does not support this option DHL SAT Saturday delivery No parameter Presence of the override FEDEX code sets the shipment to Saturday delivery if this option UPS applies to the shipping service used e g Next Day Air etc If used on a shipping service that does not offer Saturday delivery e g ground the override is ignored Example UPS_G ZPK SAT DHL VTR Virtual Track S
429. ng Labels on Impact Printer 00 00 ee cece eee ee eee ee ea ae etna aes eee tena eeneaeeneeeeeaee 408 Printing Multiple Paper Sizes Or Fomms nenn 408 lu lte Elle 409 OmniRush File e EE 409 Manually Uninstall OMNIRUSHN ceeeeeeee eee ee cece ee eaaeeeeeeeceeeeeeeaeeeeaaeeeeeeeeeeeeescaeessaeseeeeeeaas 410 Uninstall OmniRush from the Insialler 411 Renaming the OmniRuSh Server sssssssseesesnesirssrrssisstssrtssrtsstintstnstnnttnnttnnntnnnennenn nenn nenn 411 How OmniRush Finds Job Files 0 2 2 0 ccccecceeeeeeeeeeeeeeeaeeeeaee sense ceaeeeeaaeseeeeeeeeeeeeaeeeseaeseeeeeeaas 412 lu e EN Beie NEE 414 Extracting the INStaller eser eas EEEE NES TRER AE EEEE EAE AA ASEEN TE AERES EAEE 415 lu e UE RE 415 lu alle EC 415 What is New in OMNiRUSN wv 1 429 What is New in OMNiRUSN v B A 437 Internet TRL ET 445 Internet Fax Throughput TUNNG orses ant nnr enea NENE E EEEE AREA P ENANA AAEREN T 445 Internet Fax Network Requirements AA 446 Module Technical Reference cccccccescccceeesecceeeeeeceeeeneeceeesseeeeeeseeeeesaeaeeeenseeeeeeeeeeeeeees 446 TECH REF UPS Shipping Module cccccccceeeeeneeeeeeeeceeeeeeaaeeeeneeseeeesaeeesaaeseeaeesseeees 446 TECH REF Emma SeN rrinin daada ened Eege 452 E lau El e UE 454 Z Firm DBEngine Introduction eisai ceeeeeeeeeeeeneeeeeeeeeeeeeeaeeeeeeaaeeeeeeaaeeeeesaaeeeeeeaeeeeeeaeeeene 454 COMME CEM esche especies essen dae seduce eege su ee dae eh uae ana d aces efea open E vate Eddi
430. ng software on every PC Second OmniRush puts your database or CRM solution in the center of your computing universe for everything you do Easily trigger the things you need done inside your database or CRM system and keep track of everything from the CRM system You get more done each day and the whole team using the database CRM system knows what was done when etc Third OmniRush gives you a single platform to automate your business Shipping faxing printing and advanced capabilities are all there in one easy to administer system Fourth OmniRush is easy to customize using Z Firm s unique template driven approach to automating your office Fifth you can drive OmniRush from your in house custom applications Your custom applications can drive OmniRush using the OmniRush Open Database Connector Activex control or other API technologies Automating your business is ours Ergo OmniRush OmniRush Product History OmniRush is the result of many man years of software development and is best understood in the context of the products OmniRush evolved from FaxRush users can cut directly to the chase by reviewing the How OmniRush Compares to FaxRush section In 1995 Z Firm shipped the WhiteGold product This client side product offered unprecedented power to merge GoldMine data from all GoldMine tables into MS Word and WordPerfect templates The templates were easy to make and customize in the word processor and offered extens
431. ngle click Notes This passes Job notes if any into the email New shipping tracks get a default message similar to this Dear FirstName Notes Please use the following url to track your shipment TrackingURL lt Put your signature here gt Edit this to taste Address Time Tab e The Ship From address is only used if the DHL module is running in legacy direct mode e Settlement Time Does not apply to DHL shipping e Use contact account shipping address instead of primary address This applies to SalesLogix only By default OmniRush uses the address marked as Primary as the shipping address When this option is set OmniRush will use the SalesLogix address marked as the Shipping address for the shipment Label Manifest Tab e Set the label printer e Left amp Top Margin Set the offset from the edge of the page Enter fractions of an inch as a decimal e g half an inch is entered as 0 5 Advanced Tab Options to set e Add email notation to history record This adds extra text to the history record noting that an email notification was sent out e Email creates its own history record This results in two history records One for the shipment and a second one for the email Configuring E Mail Tracks Message Properties In most cases the default settings are correct and no manipulation of the Track settings are necessary For initial use use the defaults Message Properties This allows for track defaults t
432. nical support or for some other reason Here is how a Go to the screen you want to shoot b Hit the Print Screen button on your keyboard Sometimes marked PrtScrn c Press Start Run enter PBRUSH lt enter gt 368 Technical Reference d Paint will open Press ctrl V to paste in the shot e Save the file as a 16 color BMP file f Now attach this file to an email Microsoft Word Tricks Insider Tip Make RTF Files Smaller with MS Word Secret OmniRush does its magic using RTF files But when logos and graphics are inserted those files can get large affecting performance Microsoft has special registry setting that lets RTF files with graphics be super small For example a one page document with a screen shot inserted was almost 5MB Using this tweak the file saves as 146kb Using WordXP on WinXP The technical document is 224663 Click here to try the current URL but if that does not work just search for 224663 or Q224663 or 262464 at www microsoft com Note This tech doc is for Word2003 Z Firm has tested that it works for Word2000 and WordXP However to enable this feature for other versions of Word note the version number in the registry path Here are the keys for other versions of Word For Word2000 use HKEY_CURRENT_USER Software Microsoft Office 9 0 W ord Options For WordXP use HKEY_CURRENT_USER Software Microsoft Office 10 0 Word Options For Word2003 use HKEY_CURRENT_USER Software Microsoft Office 1
433. ning if they are larger than the Warning threshold and to fail jobs with RTF files larger than the Error threshold Note newly discovered techniques can dramatically reduce RTF file size preserving graphics and other elements Clients Tab Global Root Path This is where link files will be created by the Viewer and the Database Connector This must be a network path that is shared to all users and users need at least CREATE MODIFY READ rights to this directory For example in a SalesLogix environment it might be server share slsync orlinkfiles omnirush link files In a GoldMine environment it might be server share goldmine system directory omnirush link files Explanation The OmniRush client utilities Print to job and Viewer need to create files on the file system during certain operations listed below These files need to be in a central directory that all 80 Administrator s Guide CRM OmniRush users can access This directory setting in OmniRush is the Client Global Root Path This directory should always be set as UNC The following operations require access to this directory Print to Fax Email e f Delete File is unchecked and External File is checked the TIF is stored in the Global Root e f External is not checked the ZID link file is created in the Global Root Viewer e Ifthe link is internal the ZID is put in the Global Root if an external TIF which is the default for SalesLogix is linked
434. nistrator Fax Server Module Module Requirements The hardware fax module requires faxing hardware The primary supported hardware is Brooktrout interfaces Supported Brooktrout boards include 103 OmniRush Administration amp User Manual TruFax PCI TR114 PCI Analog Boards TR114 PCI Analog DID Boards TR114 PCI Digital Boards most models See the Technical Reference for more information note that FaxRush v4 Brooktrout drivers should be completely removed before installing OmniRush Brooktrout Driver Installation Before the FaxRush Hardware Fax Module can be used with Brooktrout boards the driver must be installed Onote Only the OmniRush driver kit may be used with OmniRush No other Brooktrout drivers should be present on the OmniRush Server PC Never use any driver installer other than the OmniRush driver installer Onever use a Brooktrout driver kit from Brooktrout or any other source It will not work and will make a mess that must be resolved before the correct drivers can be installed If such drivers are on the system remove them according to the corresponding documentation Then reboot the system and continue with these installation steps Have a TruFax How to Tell if it is an Old Style or New Style TruFax Brooktrout Installation for Old Style TruFax and TR114 Hardware Brooktrout Installation for New Style TruFax and TR1034 Hardware Create Fax Module Steps 1 Purchase a supported board 2 I
435. nistrator will detect relative links and alert you during the import process HTML Importing into ODMS There are two ways to bring HTML into ODMS 1 Within Administrator right click on a document folder select Import and navigate to the 2 ee file from Windows Explorer into the Administrator document tree When the first method is used Administrator will check for relative links and allow you to change them with a global replace procedure to absolute fully qualified links When htm files are dragged into Administrator they are imported without checking for relative links HTML Database Merge Codes OmniRush allows the HTML files to use the same merge codes as RTF merge forms This includes all macro merge codes and multi row repeating group codes 171 OmniRush Administration amp User Manual One of the best ways to get up to speed on HTML merging is to examine the HTML sample merge documents that are included with OmniRush Find the samples in the samples section of the Documents tree Sites upgrading from OmniRush 5 0 will not have these samples in ODMS They can be downloaded from this link Key aspects of using HTML templates e You cannot use client side java scripting lt SCRIPT gt html tag that changes user interface popup windows scrolling text animation etc in the template The recipient mail client OutLook GoldMine etc will display an error message Unable to execute script Generally java
436. nks to Web Ges 171 Merging into HTML Links and Tags 178 Pros and Cons vs Page Oriented DOCUMEMNS ceeecceeeeeeeeeeteeeeeeetees 160 Relative LINKS 0 0 0 ceeeeeeeeeeeteeeeeees 171 Server Side Include GI 179 Tutorial with FrontPage eese 175 HTML Merge Document sesen 170 HTML Merge Document seeen 171 HTML Merge Document senenn 171 HTML Merge Document seenen 171 HTML Merge Document seeen 175 HTML Merge Document seneese 177 HTML Merge Document seeen 178 HTML Merge Document seenen 179 l Import Documents From 79 Installation Directory to install OmniRush to 69 E Mail Server Initial Getp 76 Extracting the Installer 415 Installation Walk Thbrough 60 Installer OmniRush Configuration Screen Steed EES inevdevtatvatastaseveemiarestabd ee 70 Installer Screens for Main Server ECHT teed E 69 Print Merge Server Initial Setup 78 Quick Start Guide ceeeeeee 3 60 Shipping Server Initial Setup 77 Silent Client Upgrade sseeseeeeeee en 71 Msta e a AAS 60 Internet Connectivity Firewalls and Proxy Servers 399 Internet Connectivity 0 ceeeeeeeeeeee 398 Internet Fax About Internet Fax cece 117 Easylink Troublesbootmng A 395 EaSYNINK yerine cep teedscvhestedanieeeeestees 117 Eaevlumk ege pannin iy anra en ERER EE 395 Fasylinkvicesiisscevrised sehen RAK REREPAN 446 Establishing Genice 117 Internet Fax Thbrouohbpout 445 Network Heoure
437. no CRM integration in Administrator To link and forward faxes in the CRM system the Viewer must be used When there are newly received unhandled faxes the tree will automatically have a new branch added based on the date of the fax Navigating this list will take you to the new faxes OmraRush Viewer Inbound Faxcs OF ES SS je wirdow Help 18 gt Penal E m Dar nents ae Pace Cescription H Inbcunc 23 2001 25 31 2h 1 page fax recsived o vort B Z FirmOrnP ish E 1 cf 2001 1 page fax received o7 bort B Z Firm Orn ash E ei Jun 5 23 2001 2 24 28 3M1 1 page fax recsived on oort B Z Firm OnnR ash E 1 S n ea S232001 2 17 16 2H 1 1 page fas recsived 01 oort B Z Firm OmnA ach E 1 H 30 SE ml 24 i a da 23 HA hai AC Private When a new fax is opened it can be printed emailed deleted moved to another folder linked to a contact etc Annotation is also built in to the Viewer Va Hint The Tab key will flip focus between the right and left panes In the list of faxes hitting the Enter key will open the fax Viewing Faxes 256 User s Guide OmrRush Viewer Inbound Faxcs iof x E Iie wirdow ele 218 gt JER B m Doc mens He Inbeunc 2342001 25 31 2h 1 page fax recsived o7 sort B Z FirmOmnR ash E 1 gt of 2001 5 23 2001 2 27 52 74 1 1 page fax recsived o7 oort B 2Z FirmOrnF ish E E Jun 5723 2001 2 24 28 3M 1 1 page fax recaived o r oort B 2 FirmOnnB ish E 1 M a ai 5239 2001
438. note The overhead of native PDF conversion is significant Minimum hardware will probably not be sufficient A minimum for production environments would be a 1 2 GhZ system with at least 256MB RAM PDF Settings Adj Contrast This setting controls PDF files that are scheduled to fax or print PDF files with photos are background shades may take several minutes per page to transmit Turning up the contrast will reduce transmission time and in many cases improve legibility of text on background colors Range 100 to 100 Default 0 Recommended setting for PDF s with photos or background shades 75 or 100 a Note if this setting is changed the PDF cache must be reset External Server This is for conversion of RTF merge forms to PDF for outbound email See configuration steps below PostScript Printer This is for conversion of RTF merge forms to PDF for outbound email See configuration steps below Merge to PDF and Email Background 113 OmniRush Administration amp User Manual The email features in OmniRush allow merged forms to be merged then converted to PDF format and sent out as email attachments OI OmniRush Merge Form made in Word OmniRush merges amp converts to PDF OmniRush emails the merged PDF In all cases regular OmniRush RTF merge templates are used OmniRush offers two ways to convert these merged documents OmniRush Native This method creates all PDF files as 200 dpi black and white
439. nstall board and load Brooktrout drivers 3 Create and configure the module Highlight your computer in the Administrator right click and select New as shown below 104 Administrator s Guide H ag Tracks H Users H Documents ECH Server Modules GI List by Module Type i ist by S Select Fax Module below Module Creation amp Configuration Wizard Select the hardware type Brooktrout and press Detect as shown below 105 OmniRush Administration amp User Manual e Hrdwre Fax on RAF_LAP2 Ex Type Brooktrout Fax Version 1 00 00 IT Make module active Host PC RAF_LAP2 General Numbers Fax lines ports P Detected 7 Detect C Use Brooktrout hardware SA inset XX Cancel Close You are now ready to configure ports If ports do not detect see the troubleshooting section Configure Ports Modules Hardware Fax Module Fax Lines tab There are several configuration options for each port e Outbound Inbound Each port can be set for send only receive only or send amp receive e From This is the CS D Calling Station Identifier that will appear on the receiving fax system Each port can have its own CSID e Forwarding This option is for received faxes only See Advanced Options for details e Save As Received files can be saved as ordinary TIF files to a directory to allow you to manage them directly The Save As option enable
440. nt driver to use e g HP Laserjet 4 or Generic Text Only for Eltron Zebra printers 5 Do atest print from Notepad to confirm proper operation 6 Use this printer in the OmniRush Track 401 OmniRush Administration amp User Manual Backing Up CRM Systems Possible Issue on GoldMine dBase Backup Gives Errors Because OmniRush Has Files Open There are these options e Run Open File Manager on your NT or Netware server to enable safe backup of all open files e Manually STOP OmniRush at night e Automatically STOP OmniRush at night with built in OmniRush scheduler e Automatically STOP OmniRush at night with a batch file ORNETSTOP and your own scheduler or the Windows2000 scheduler service e Enable your backup software to back up open files Open File Manager dBase Users Z Firm strongly recommends Open File Manager OFM or similar technology Why the big deal about open file manager Because 1 It works great 2 It can solve ALL GoldMine dBase related backup issues GoldMine s GoldSync and Automated Processes will also hold files open 3 It resolves other backup problems unrelated to GoldMine or OmniRush 4 It is the only complete solution to file based backup we are aware of Some backup software has Open File Manager type technology built in and that should be considered an equal solution Using OFM open files on the system can be backed up safely so even if a user stays logged in or GoldSync is running y
441. nt folder being managed e Check or uncheck the Rights check boxes 2 Grant Revoke rights for User Group OF x User or Group to assign rights to Object to assign rights for Cascade V E Users El Root Hg Tracks a g Users E m Documents ml General mg Shared m UPS 2 Samples sa 2 Firm Production Dutt a Dir Set rights directly for user or group Set None Set rights by modifying group memberships A Dk ZE Barcel e Users must have Read rights to a folder to see that the folder exists and to schedule documents from the folder e The Update right allows users to edit and rename files 221 OmniRush Administration amp User Manual e The Insert right allows users to add documents to the folder e The Delete right allows users to remove documents from the folder Driving Jobs from the CRM System Driving Jobs from CRM Introduction OmniRush sees itself as the A in Sales Force Automation To really automate the CRM environment one or more of the following steps will need to be taken e One Click Button s for FUA s Frequently Used Actions e Trigger OmniRush jobs from Processes e Trigger OmniRush jobs from Custom User Interfaces in the CRM system e Trigger OmniRush jobs from the Accounting or other systems This section discusses how to do this Note that in many cases it is advisable to work with a CRM consultant or discuss plans with Z Firm s advanced technical services group Tools that are
442. nt out e Email creates its own history record This results in two history records One for the shipment and a second one for the email Configuring DHL Shipping There are several areas of configuration for DHL shipping These are divided into Required and Optional configuration settings Brie that OmniRush shipping is not supported running in NT Service mode DHL Required Settings Setup Procedure Follow these steps to create a DHL shipping track Initially do not set any optional settings stick to the required settings and run a test shipment before trying optional settings 1 An DHL Shipping Module must be configured and running a in Administrator before configuring the track 2 Create new DHL track Set the Basic Settings Host Reference to DHL or other appropriate value 4 Press Insert to create the DHL shipping track Testing The Setup 1 Start the OmniRush modules 2 Inthe CRM or SQL system schedule a job to track DHL with a reference of DHL_2ndDay zpk 3 Check job status after 30 seconds It should have completed DHL Optional Settings There are a number of optional settings for DHL shipping Before getting to them remember some items 137 OmniRush Administration amp User Manual e f you want shipment notifications sent by email fax the corresponding module and track should be set up and tested first e Decide carefully what notifications are appropriate Settings General Tab e Shipment Schedu
443. nvention on the International Sale of Goods is expressly excluded 11 2 1 No Waiver Any waiver of the provisions of this Agreement or of a party s rights or remedies under this Agreement must be in writing to be effective The failure of either party to exercise any right under this Agreement or the waiver by either party of any breach hereunder will not prevent a subsequent exercise of such right or be deemed a waiver of any subsequent breach of the same or of any other term of the Agreement 11 3 Partial Invalidity Should any provision of this Agreement be held to be void invalid inoperative unlawful or unenforceable to any extent the parties will negotiate in good faith amendments to this Agreement to reflect the original intent of the parties as closely as possible Such invalid provision or portion thereof will be severed from the remaining provisions which will continue to be valid and enforceable to the fullest extent permitted by law 11 4 Order of Precedence In the event of any conflict between this Agreement and any amendments modifications attachments or other written agreements between the parties the order of precedence followed in resolving such conflicts will be as follows i signed amendments to this Agreement ii attachments schedules or exhibits attached hereto and incorporated herein iii the Agreement iv other written agreements between the parties related hereto The parties agree that any purchase order p
444. o be faxed to that rep at the fax number in contact2 gt urepfax Note Automated Processes is an advanced feature of GoldMine You must be willing to devote time to experiment with and learn AP Competent GoldMine VAR s can be a big help in this Note Due to the complexity of AP and its related features Z Firm cannot support implementations of GoldMine AP Once your AP creates the job OmniRush can process it Getting the job created is in your hands Knowledge of the GoldMine LOOKUP INI can also be helpful Creating a Simple AP Track We will create an AP track with one event that will tell OmniRush to send price rtf use a contact2 field for the fax number fail the job back to user SALLY and make the amp USERNAME and amp UserFullName fields merge as if the fax was scheduled by SALLY e Go to File Automated Processes Setup Processes e Press Maintain e Press New e Fill in the screen as follows 290 Developer s Guide Process Properties Process Name Demonstrate Scheduling an Expression Process Code za D Process Options ke Allow only one attachment of this pracess per contact k Execute this process immediately when attached by a user M Execute this process only on complete scans Restart this process automatically when it ends Attach this process to all new contact records e Press OK and you now have the following screen E Automated Processes Setup Process Demonstrate Sched
445. o be used for the e mail message Job information such as From Name From E Mail address Subject Attachment Message Signature can all be set in the Track This allows jobs submitted to a track such as CSEMAIL to be from Customer Service no matter who originates the job EE that the behavior of the From Name and From Email are non standard Generally job settings override track settings However these two settings override the job Anything set for the From Name and From Email will apply to all jobs sent via the track Popular Configurations Set the Default Subject to effect Information from Acme Roofing so that any email sent without a subject will have a subject automatically set by the OmniRush server 139 OmniRush Administration amp User Manual Next Send test email jobs Configuring Commerce Tracks Commerce tracks can be configured to send notifications about the transaction to users within the workgroup via network popup message and can send notifications out via email print fax or voice may require the appropriate module to be licensed Network Alert This will send a network popup to one or more stations on job success failure The text area can include the special job merge codes below Transaction Notification This can be configured to either send a simple text block to an email track that may include the merge codes below or merge documents that may then be sent to an email print or fax track
446. o the Z Firm LLC OmniRush DATA Make sure that the base directory structure is not changed k Reboot the system 1 Start Administrator and walk through the post restore configuration steps m Start Launcher and modules run some test jobs to confirm proper operation Check that documents in ODMS open for edit properly If the original OmniRush system is not available e g hardware failure makes it unavailable the steps are the same as above however tape backup will be needed to retrieve the DATA directory structure to restore to the new OmniRush server Perform Post Restore Configuration Changes The following tweaks are needed in many cases after restoring to a system with a different PC name If the new PC name is the same as the original it is possible that no changes will be needed 1 2 3 Check user private search paths These may need adjustment to reflect the new environment especially if they referenced paths on the OmniRush Server PC Open each user in the OmniRush Administrator and verify adjust this setting as appropriate Track settings Document save path If merge documents shipping labels etc are being saved to disk the path to save to may need adjustment in the Track to reflect the new PC name drive letter View Logs The Log Viewer in the OmniRush Administrator remembers the path to the logs as UNC If an OmniRush system is moved to a different PC name or drive letter the Log Viewer
447. o the modules 6 Copy your documents for printing faxing amp emailing into the import folder 7 Configure the CRM system for the Track users codes 8 Schedule jobs in the CRM system for processing by OmniRush The full step by step installation walk through is available via this link UR oi The OmniRush Video Library has installation demonstrations Detailed Quick Start Guides and Overviews System Requirements Server Overview Installation Quick Start Guide Configuration Quick Start Guide Administrator s Guide Introduction Formalities System Requirements EmailRush FaxRush ShipRush Server PrintRush and CashRush are part of the OmniRush family All these products are installed by a single installer and managed via a single console the OmniRush Administrator For a friendly discussion of a good starter OmniRush Server PC see the discussion Minimum Required Hardware for a basic low volume system OmniRush Server PC Client PC s for OmniRush Client Utilities CPU Pentium Il Ill IV or Pentium III 600 or higher equivalent 900 mhz or higher RAM 256MB Windows 2000 XP 196MB Disk Space 1 GB Free Space minimum 75 MB Free space 60MB of program occupies approx which for program balance 175MB free space required for temporary work files for data Operating System e Windows 2000 any e Windows 2000 any see the Windows Version flavor e g Professional flavor Support
448. oO Eat D Reference Time widget_promp frp D Date 37 2001 Di Tine D Check out the great pricing and features in our new Duration fo Min Widget super pack The attached literature shows why Acme just has to use our widgets T Alarm On S Options Activity Opportunity Project IT Private V Link te 3 D Irene OI New RSVP P Notify OmniRush logs all jobs into GoldMine history so the whole workgroup knows what was done by who and when Fields a Notes NEEN Details N Referrals Pending Jul 27 00 RAFAEL Email Out for 5_Ig doc Feb 25 01 RAFAEL Other Referral To Woof Inc Lap NEW 100 user oppty Mar 18 01 RAFAEL EML 47 OmniRush Administration amp User Manual Additionally all OmniRush job types can be submitted by GoldMine network users remote users who sync thin client users Automated Processes and GoldMine DDE DLL COM Stored Proc api code Client Side Integration All OmniRush client applications print to fax and viewer offer their full feature set to GoldMine network users See the User Guide in this help file for details Microsoft CRM v1 x OmniRush integrates with Microsoft CRM in the following ways Server Side Integration OmniRush works as a virtual secretary in MSCRM Schedule an activity OmniRush does its job This can be triggered via Workflow interactively or via the MSCRM API There are two ways to interactively drive OmniRu
449. ob and CRM history record The Shipping Module is perfect for organizations that e Ship orders as part of their line of business e Need to ship to groups of contacts in a single pass e Drive shipping from custom plugins and CRM workflow e Must ship and track urgent correspondence e Need shipping integrated with other business processes e Wish to centralize information about shipments The OmniRush shipping module is fully self contained and relies on no other shipping software All shipping modules use the Internet to communicate with the carriers e g to upload data to FedEx DHL and UPS See the reference grid for full details 53 OmniRush Administration amp User Manual z 5 Step 3 OmniRush Badd A ippi Database Database Shipping Module ere Generates Connector s insted ane Tracking amp age d d Prints bar coded jo oe ng shipping label to ystem CRM Database Commerce The OmniRush Commerce module can run credit card charges and log the results in your CRM system or SQL database The basic flow is 54 Administrator s Guide OmniRush Pulls Job from CRM Gs Co 4 ge D Merchant Createdin CRM Sien OmniRush Commerce PSTN AJ CRM Database Module Gets Approval or Decline Processor v i A Y JMN s vi ZS S 3 EE OmniRush Logs No Success or Failure to CRM db What is the Commerce module for The Commerce module lets yo
450. obs from Windows applications such as MS Word If all jobs will be triggered from within the CRM system or from one of the OmniRush 58 Administrator s Guide API s the Client may not be needed For complete documentation on the Client see the section in the User s Guide The Print to Fax Email Client for CRM systems 4 3 OmniRush Client x Recipient E Mail address Jonathan Byrd lt o gt j Jion byrd com V Schedule Job Schedule follow up For Track Tracks EMAIL Default E Mail Sendon at 4 3 2001 DN 11 58 27 AM Activity Reference quote for new processing system Notes Cover Page Y a You will like this proposal 3 Ze If Notes ad ny Fax Viewer The Fax Viewer is for managing received faxes The Viewer allows several forms of management e View and Organize received faxes e Annotate faxes e Attach faxes to GoldMine and SalesLogix CRM contact records as attached documents e Email received faxes to members of your team or to external contacts The Viewer is easy to use and allows received faxes to integrate with the organization s main CRM database keeping data organized and at hand Click here for the User s Guide section on the Viewer Other Utilities These tools are for system administrators and include zfCheckShell exe This is a PC test utility to test the PC for stability and to validate the subsystems on the PC such as the
451. ocated on the PC From a command prompt type SET TEMP to see the directory being used by Windows 3 Navigate to this directory and clean it out as best as you are able Especially remove subdirectories 4 Run the single file installer program Wait through the Extracting Files Reading contents Wait until the license agreement is displayed 5 Switch to your view of the TEMP directory and press F5 to refresh the view There should now be a directory named to the effect pft tmp with the current date time creation stamp This directory will have 8 12 files in it 6 Copy these files to a safe network location for example server share software omnirush version_6 Switch back to the OmniRush installer and cancel the installation Setup exe can now be run from server share software omnirush version_6 to install the server and clients ON OmniRush Versions OmniRush v6 What is New in OmniRush v6 415 OmniRush Administration amp User Manual See what was new in OmniRush v5 5 See what was new in OmniRush v5 1 Updated Documentation Microsoft CRM support GoldMine v6 support SalesLogix v6 support Crystal Report RPT merge forms Use RPT files to merge to email print amp fax Real Time fax port monitor New Save Merge File options Save final output even of html email and fax to disk for archiving or reference Record your own voice voice messaging Virtual Tracks for shipping New fax DID features Network
452. of Crystal Reports every night You want these printed or faxed Here is your application flow 283 OmniRush Administration amp User Manual a Process all reports Using the Crystal API each report is saved as an RTF file into a subdirectory of the OmniRush outfax directory e g outfax reports Name each report with the customer id or company name it is destined for b When all the reports have been built read the name of the first file in outfax reports Find the ACCOUNT CONTACT record that corresponds to this file If no match for this customer ID in SalesLogix you could store these accounting system ID s in a SalesLogix database field create an ACCOUNT CONTACT record with minimally the company contact phone fax customer ID information e Create a Activity record for this ACCOUNT CONTACT record f Set the Activity record fields to DESCRIPTION server share dir outfax reports lt filename gt rtf FCC CATEGORY OmniRush STARTDATE today s date time of 1 00 AM or a future date if you want the fax to be sent in the future lterate through each of the RTF files following steps CF h Done Q ee sure to name files appropriately If files are generated programmatically be sure to use the F prefix GoldMine Driving OmniRush Programatically from GoldMine It is easy to drive OmniRush from your code to perform a variety of merging faxing and printing tasks OmniRush is driven by records in the Go
453. offer their full feature set to SalesLogix network users Also jobs to SalesLogix Groups can be triggered from the OmniRush Universal Client and the OmniRush Toolbar See the User Guide in this help file for details Scheduling to SalesLogix Groups Mass jobs can be sent to SalesLogix groups There are a few ways to schedule to groups a Use a simple one event SalesLogix Process details below b Use the OmniRush Toolbar c Use the OmniRush Universal Client To use a Process Open the SalesLogix Architect Create a new process Drag a ToDo onto the process map Double click the ToDo to set its properties as shown note the circled areas these are changed from the defaults foo Schedule To Do For Task Name ToDo Gi Ce Process owner PwON gt Regarding widget_promo rtf User who assigned process REENE User who scans process FIN Holes Pick user Time Lapse T Display Ready for Execution dialog V Don t wait for task to complete continue to next task I Do not schedule record as history IV Automatically schedule do not prompt user Activity Scheduling I Schedule jo days after triggered IT Start 9 00 AM Duration Bi enge a Save the process The Process can now be scheduled to a group in SalesLogix with two steps in the SalesLogix Sales Client e Schedule Process Select the process and select the group e Tools Processes Scan All Processes 229 OmniRush A
454. older to allow organization of received faxes When linking faxes the appropriate folder can be selected to store the fax Acting on Faxes The Image menu is where linking forwarding exporting and emailing options are found Linking Faxes to Contacts The OmniRush Viewer allows received faxes to be linked to the CRM system as Attached Documents This allows faxes to be organized and kept on the relevant contact record For CRM systems that syncronize files it also allows the fax file to syncronize to remote CRM users When the Image Link to Contact option is selected the Viewer prompts with a contact browser that automatically is populated with the current contact in the CRM system To link to another contact select Browse Host DB for Contact to bring up the contact browser and navigate to a new contact Before linking note the Description field at the top of the fax It can be convenient to set this before initiating the link as it will flow down onto fields during the link and save keystrokes For example you might note a fax as Revised Bridge Proposal or as Purchase Order 34333 Additional options on this screen are Associate CSID with Contact This checkbox is only available if the sending fax system has a CSID defined Checking this option will create a CSID record in the host database to allow the Viewer to automatically find the correct contact record next time a fax comes in with that CSID thereby saving you from having to n
455. omert Ds Further the SalesLogix VBA DLL and other api s can be used to drive OmniRush jobs The SalesLogix Web Client and other thin client tools can also trigger OmniRush jobs Client Side Integration All OmniRush client applications print to fax and viewer offer their full feature set to SalesLogix network users GoldMine OmniRush integrates with GoldMine in the following ways 46 Administrator s Guide Server Side Integration Traditional interactive use of OmniRush is done by scheduling activities in GoldMine OmniRush works as a virtual secretary in GoldMine and you schedule jobs to OmniRush just as you would to another GoldMine user The key to understanding this part of OmniRush is to remember that the GoldMine CAL table drives OmniRush A single record can trigger a simple job or complex job to any OmniRush module OmniRush does not care how these CAL records are created You can use GoldMine s DDE DLL Stored Procedures Remote Sync Automated Processes or any other mechanism that will create the appropriate CAL record Your job is to create the CAL record OmniRush does everything from there on For example to send the document package widget_promo frp to Sam Jones via email the following might be scheduled in GoldMine Schedule an Other Action AES Detail Users Resources Available Time Recurring Group Schedule Primary User Contact Code Color Sam Jones D D
456. ompany address and city info you would use amp Company amp FullAddress Insert a BarCode field under the amp FullAddress Insert Field Numbering BarCode Select the field use alt F9 to toggle so you can view the text in the field Now modify the the field text so that it looks like BARCODE amp Zip MERGEFORMAT Save the label or envelope as an RTF file and test it on a small group Hint Tag 3 records and schedule to a group Note that the BARCODE Word field has many switches available in Word Any or all of them can be used Simply add them to the text of the code Alternate Method 210 User s Guide This document submitted by a Z Firm VAR Provided on an FYI basis not supported by Z Firm Postal bar codes can be added to labels envelopes and letters merge printed with OmniRush with the following steps 1 Add your merge codes as prescribed by OmniRush For example to add company address and city info you would use amp Company amp Address amp CityStateZip 2 Create a BOOKMARK Insert Bookmark in Word Place the Bookmark IN FRONT of the amp Company Insert Bookmark Type Bookmark Name like ORADDRESS 3 Underneath the amp CityStateZip macro place the BARCODE field Insert Field Numbering Barcode When inserted into Word edit the field information so it looks like this 4 BARCODE FRADDRESS b Save the label or envelope into the OmniRush document store and test it on a s
457. on The resolution at this point is 1 Cancel and exit the Updater 73 OmniRush Administration amp User Manual 2 Cycle the ZFirm DBEngine service This can be done from the service manager or from a command prompt at the OmniRush Server Exit the updater and from a command prompt execute these commands net stop zfirm dbengine after a few seconds net start zfirm dbengine 3 Now re run the Updater Upgrade FAQ Should the Brooktrout driver be upgraded Generally no If the OmniRush system is running properly with the Brooktrout board no change to the driver is needed Do my templates need to be updated No Existing OmniRush templates will work without changes However if OmniRush is used for UPS shipping the new v7 UPS shipping templates must be used What about Terminal Server Be sure to read about the new support for Terminal Server in v7 Systems upgrading from OmniRush v5 V6 can install v7 and get to work right away Configure OmniRush New Installation Initial Configuration amp Testing Installation Initial Fax Server Setup Setup A typical OmniRush Fax Server requires these components Modules e Database Connector Module e One Print Raster Module with default settings do not modify printer or other settings e Fax Server Module either Internet Fax Hardware Fax or both Z Internet Fax Server Z GM 5 DBase Connector 3 Fax Server Module 3 Default print module Tracks e One or
458. on client stations No delays for mail upload or memory footprint of email client software e No cluttered space hogging outboxes on client PC desktops e Centralized library of literature to send e All email is logged so the entire team can see what was sent when and by who e OmniRush powerful document merging can populate documents e OmniRush powerful server side VBA can enhance documents prior to transmission 56 Administrator s Guide Email jobs are just like fax and print jobs and can include any number of attachment files Attachments can be merge RTF documents or static documents Database Connector Module exports job status to Database E Mail Module Connector Module imports job Client Applications Administrator The OmniRush Administrator application is used by admins to install and configure OmniRush and can also be used by users to manage the document library and check job status It is intended that any users who need will use the Administrator User rights can be used to restrict access to just what is required The Administrator is used to perform the following tasks e Module configuration and management 57 OmniRush Administration amp User Manual e Track configuration and management e Document management e User management If OmniRush is being driven by CRM users or programatically via one of the OmniRush API s it is possible that only the system administrator will need the Admin
459. oncurrently with any number of shipping solutions including those by UPS and third parties Do need a modem to use OmniRush UPS shipping No Any internet access method will work e g DSL T1 Cable ISDN etc A modem can also be used do not have Internet access and want to use OmniRush UPS shipping Can I use a modem During ShipRush setup a dial up method and modem can be selected Can OmniRush do electronic call tags No Call tags are supported by the ShipRush for UPS software by Z Firm See www zfirm com for information My software is configured to a kit of template names Do have to change to the new templates No You can keep using the same template names Version 7 will accept either ZPK or FRU as the file extension for shipping templates The v7 sample templates are named FRU to differentiate them from prior versions The new templates can be renamed to ZPK to match the expected file names Be sure to delete old templates as they will fail with v7 of OmniRush What shippment parameters can pass job by job S The full list of OmniRush overrides is here Shipment parameters Such as weight size class of service etc can be defined 100 in the template or can be set on the job with reference line codes Note that only a small number of shipment parameters can be set on the reference line These are Weight Declared Value COD Amount COD Payment type For example this REF line for a regular ground shipment UPS_G
460. onnect to the Z Firm DBEngine and use the connect ini to do so Connect ini controls what protocol is used to communicate and defines the IP Address or hostname of the Z Firm DBEngine Supported communication protocols e TCPIP e Local The local protocol uses shared memory It is limited to connections local to the Z Firm DBEngine PC It is usually set up by the installer on the OmniRush Server PC The location of the connect ini is determined by the CONNPATH environment variable which is set persistently by the OmniRush installer Example Connect ini 454 Technical Reference Using the local protocol Configuration Sessions 30 Sessions the client should allocate omnirush Protocol local No host name needed because always local to the Z Firm DBEngine Using the TCPIP protocol Configuration Sessions 30 Sessions the client should allocate omnirush Header MUST be lower case Protocol tcp Defines the protocol as tcp host PRODOR Host name or IP address port 1530 Req d param for tcp Always set to 1530 455 Glossary split GoldMine SQL system A spilt GoldMine SQL system has the GMBASE tables in a separate SQL database from the Contact COMMONDIR CONTACTDIR database tables A Alias Based Merge Code Alias based merge codes are based on SQL queries OmniRush includes dozens of alias based codes out of the box and you can make your own custom merge codes based on S
461. onnector installs only Each connector should have a unique 4 digit alpha numeric code assigned to it by the system administrator Database Connector for SalesLogix Operating Environment SalesLogix The Connector for SalesLogix requires that SalesLogix be installed and operational on the OmniRush PC When run with SalesLogix v4 5 OmniRush connects to the SalesLogix database directly via low level BDE calls OmniRush is compatible with SalesLogix v4 x and v5 x SalesLogix2000 and SalesLogix NET It is your responsibility to install the correct slgxapi dll on the system When run with SalesLogix v6 OmniRush makes two connections to the SalesLogix system One via the SalesLogix data provider and one via a regular SQL Server OLE DB provider Note that running SalesLogix on the OmniRush Server PC can overload BDE and cause all BDE applications on the PC to hang This will then require restarting the SalesLogix connector OmniRush Administrator and any other BDE applications on the PC For best results increase the global memory settings in BDE Admin There are a number of options on how SalesLogix can be configured so here are the details Environment Item Discussion Running a supported OmniRush supports SalesLogix running on the following database SQL Server servers e Microsoft SQL Server v7 and 2000 e Oracle all SalesLogix supported versions of Oracle Note that Interbase is not supported by OmniRush and will not work
462. ontact or the Account Here are two merge codes one for Contact one for Account Create a custom merge code called AMA Account Manager in Account view and enter this SQL select ui us from userinfo ui usersecurity us where ui userid us userid and ui userid select accountmanagerid from account where accountid amp CompanyID Now create another custom merge code called AMC Account Manager in Contact view and enter this SQL select ui us from userinfo ui usersecurity us where ui userid us userid and ui userid select accountmanagerid from contact where contactid amp ContactID Now all the fields in the Userlnfo and UserSecurity fields can be merged for the Account Manager The following merge template can now be created Account record Account Manager info SAMA Usercode This is the short username the login name Good for sig graphics KLA ka Account manager email address Tull username of account manager Acct Manager Title Phone number SAM Usercode This is the short username the login name Good tor sig graphics CT When merged and faxed emailed printed the output will be similar to the following 202 User s Guide Account record Account Manager info Larry This is the short usermame the login name Good for sig graphics larryp phxpe com Account manager email address Larry Peters Tull username of account manag
463. ontrol the status flag record by record in GoldMine via the Edit Dial Phone Edit Phone Format selection Easylink Fax Module Troubleshooting Nearly all problems with this module stem from problems in the internet connection Any issues in the connection between the OmniRush Server PC and the internet can cause problems for this module The first step is to carefully check all internet TCPIP configuration routing connectivity firewalls etc Advanced Diagnostic Logging Only at the request of Z Firm technical support On the module settings there is an option for Diagnostic Logging To operate this option Turn this option on Restart the module Run some jobs through the system Wait several minutes or all day as directed by Z Firm technical support Check the OmniRush Server directory omnirush server v5 for log files named similar to this MS1FHK7VFD7UCLI_faxbridge_diagnostic1217 0 MS1FHK7VFD7UCLI_faxbridge_querydiagnostic1217 0 These files will need to be manually zipped up and submitted to Z Firm technical support 395 OmniRush Administration amp User Manual Onote Be SURE to turn OFF the Diagnostic Logging option after sending the logs to Z Firm Leaving it on can fill the hard drive Note This logging will not work if the Easylink account is set on the track To enable logging set the account on the Easylink fax module only not on the dbio or track OmniRush Server Error on NT Event Log Full get
464. or configuration Database Connector for SalesLogix v4 v5 OmniRush Administration amp User Manual Looking for SalesLogix v6 x Click here A W Click each area below for more information it Slgx dbio on ZF W2K1 X Type Host db uo Version 1 00 00 Host PC ZF W2K1 General Extended SalesLogix Host Oved codes Result codes Aliases Mult DBIO Database Alias ES z Synchronize to all users T SalesLogix Login admin SQL Login sysdba Password Password 100 Advanced Optional Settings see help file Key file Slax 283 usually not needed leave blank Root dir for attach docs Ovrd click for more information al SalesLogix DLL filename for ASP use only click for more info a Required Fields e Database Alias select from list e SalesLogix Login password id Admin is a good choice e SQL Login password always use SYSDBA as this must be a dbo or have the dbo role in the SalesLogix database e DB Owner in the Extended Settings tab Synchronize to all users This option should not be used unless you want OmniRush related activity and history table records to sync to all remotes By default these records will only sync to the remotes that subscribe to the affected account records Click here for detailed discussion All other fields are optional and rarely needed Leave alone for now Key File Only for SalesLogix v2 and 3 Set here ONLY if
465. or fax and email jobs the text after the is the job reference regarding subject For all these jobs types this will merge into the amp FXREF merge code and for email it will also be the email subject In the examples above the output is as follows fax job The amp FXREF merge code will merge Proposal 274 ALL OWN lt value gt FWD lt value gt Developer s Guide 3434A email job The amp FXREF merge code and the email subject will be May specials shipment job The shipment reference which also prints on the label will be Order 1010099 Widget Kit Bine token can be changed to another double character value in database connector settings On GoldMine systems it is common to change this from the default to another value like because is a reserved symbol in GoldMine lookups Notes The maximum length of this element is generally 40 characters For shipment jobs it is typically 25 characters varies by shipping carrier will automatically be truncated to the carrier appropriate length by OmniRush Stands for Owner This sets the job owner All the From information can be set to any user using this tag Example use email catalog htm OWN SALES Acme Widget Catalog causes the email FROM email address and name to be SALES fax special rtf OWN JOE causes the amp Username amp Userfullname to be Joe s information Stands for Forward If the track is se
466. or is dialing local calls as area code number instead of just the number Or e OmniRush is dialing an 011 prefix on some faxes Or e Using Easylink Internet Fax OmniRush is dialing a 1 before the fax number on international faxes jobs should only have country code city code number on international Easylink Internet Faxes The Issue This indicates that the GoldMine phone format flag field is not set This often happens when data is imported into GoldMine sometimes even when GoldMine is used to import the data and when data entry operators mistakenly check the International box on the GoldMine data entry screen For international faxing it can reflect improper settings in OmniRush or improperly formatted data in GoldMine How to enter international fax numbers in GoldMine This applies to dialing the international number with a modem or using Easylink Internet Fax You have two options Both methods require that the contact1 gt status flag be set properly described below and set interactively in GoldMine via Edit Dial Phone Edit Phone Format e Method A Enter the full dialing string into GoldMine e g 011 44 23 4445555 e Method B Use the indicator before the country code e g 44 23 4445555 In both cases you must make sure that the settings in OmniRush Settings General Fax Number for International Dial Prefix and Country code are correct U S A users would set international prefix to 011 and country cod
467. or on NT Event Log Eu 396 Troubleshooting Database Connectors c cccccceeeeceeeeeeeeeeeeeeeeseaeeeeaaeseeneeseeeeesaeeeeneeseeeees 396 Troubleshooting SQL Connectors incl SalesLogix amp GoldMinel 396 Software Network and Environment Discuselon 397 Networking DISCUSSIONS eset tance ee AE E A A 397 Networking Details e senennerr ann T A E T agaeans aves anne 397 Wide Area Networks and Ommiush eee eeeeaeseeeeeseeeeeseaeeesaeeeeeeeeeeees 397 Internet Connectivity 2 2 cece eeeeceeeeeee cee eeeeaeetenee ce aeeeeeaeseeaeeseaeeeseaeeeeaaesseneeseaeeetaeseeaeesseeeess 398 Internet Connectivity Firewalls amp Proxy Genvers 399 Printing to IP Printers Explanation cccceeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeneeeeeseeeeeeeseneaeeeeeeeaees 400 Printing to IP PrinterS HOW To 401 Backing Up CRM Gvsiems ssssseeseeseesiresirssirssinssirssrnssirsstnsstnsstnsstnnstnnstnnstnnsnnnstnnnnnn ttnn nt 402 NT Services Errata amp DISCUSSIONS ccccccccccscececececececececececucececacacaeacucececacacaeaeueeeeeaeanens 403 Drive Letters ANd Gervices ntun nn nenn nenn 403 NT User Account for OmniRush Services ccccceececeeeeeceeeeeceaeeeeeeeseeeeeseaeeesaeeseneeseaees 404 Running OmniRush Server as an NT Service 0 cece eeeeeeee eens eee cesses eeeeeeeeeseeeeeneenaes 404 Software COCXISTENCE syari Fee ie ENEE dats a Maer aan ee 406 Windows Version Support Matt 407 Printing Labels with CoStar or Thermal Pinter 407 Printi
468. ories To see the document from FrontRange Solutions on this subject request the technical document Tech Spotlight Newsletter of April 5 2002 What follows here is a brief Z Firm write up on the subject While GoldMine can operate in a split environment the limitations are many and they are subtle often rearing up only after a system has been in use for some time When you look at the 342 Technical Reference landscape of CRM systems they all operate as a system Splitting them always leads to problems Due to many factors most of them from really ancient DOS versions of GoldMine and pre security days GoldMine evolved with the multiple contact set feature This feature has some benefits but has a tremendous number of gotchas that are not the fault of GoldMine they are simply the trade off to supporting multiple contact files from a single shared calendar Particularly in SQL environments multiple contact files are fraught with downstream traps For nearly all sites being limited to a single contact file however is not a terminal problem A single database can be partitioned into multiple types of records vendors customers prospects etc using a Contact1 key field to flag the record type Then all the data is in one place all the time If multiple contact databases are used a swath of GoldMine features stop working the moment you introduce multiple contact directories including 1 Calendar links to conta
469. origination information OmniRush can support up to 20 locations using regular tracks For more than 20 use Virtual Tracks NOTE The FROM block must match the actual physical origination address or your package may be misrouted Tendering false shipment information to carriers is a violation of your agreement with the carrier Routing Labels to Multiple Printers An OmniRush shipping track is associated with a single printer In some environments it is necessary to route labels to specific label printers by shipment Virtual tracks allow a single shipping track to service multiple printers of the same or different printer types e g laser thermal Virtual Track Details Virtual tracks are based on this logic o Be KM a N N Ba Ny V No z Check Virtual Track Process job with x dir for zi fie Zei zytfoune 3 track values overriden Le Me named by VTR 7 fe by virtual track settings S y OmniRus job wATR ovem de Fad job with virtual track not founc omor Virtual Tracks can override different kits of information Each kit is a package and all elements of a kit must be defined Multiple kits can be used in a single Virtual Track Kit What is overriden Contact Just the contact name in the FROM block Company _Just the company name in the FROM block Address Address1 Address2 _City State ZIP Country Print Label If True printer name and type must be supplied Notification If Tru
470. orted from a CRM database or created from scratch temporary contacts ClearContact clears this internal list It does not affect the contacts in the host CRM database or the jobs already created using the contacts in the list See also CreateTempContact DeleteContact GetContactCount GetContactFieldByName GetContactFieldName GetContactFields GetContactValue GetFieldCount SetContactFieldByName SetContactFielName SetContactFields SetContactValue UseHostContact and UseHostContactEx procedure CreateTempContact const wsFirst WideString const wsLast WideString out hContact SYSINT 303 OmniRush Administration amp User Manual Description Creates a contact in the internal contacts list This does not affect contacts in the host CRM database Once the contact is created contact information may be completed using SetContactFieldByName SetContactFielName SetContactFields or SetContactValue The contact is then ready to be used by job creation methods If the function fails an exception is raised wsFirst First Name of the contact to be created wsLast Last Name of the contact to be created hContact If the method succeeds this parameter contains a handle that may be used to reference the Contact in job creation methods etc procedure Deactivate Description Disconnects from the OmniRush database server If a user was logged in he is logged out automatically before the connection is cleared See also A
471. ou will be covered Download the OFM demo from www stbernard com or contact Saint Bernard Software Alternate integrated open file amp backup software solution suggested by a Z Firm user www ultrabac com Alternatives to OFM Stop the OmniRush Database Connector Module s This will disconnect OmniRush from the GoldMine files However it will keep a its system tables open until you exit OmniRush Automatically Stop OmniRush with a Scheduler You can use a tool like TechScheduler www winutils com or the NT AT module to automate the OmniRush shut down Other applications of this kind can be found at www windows95 com See the examples for starting and stopping OmniRush services Enable Open File Backup in the Backup Software Most backup programs Seagate Backup Exec and others default to skip open files However it is often safe to back up open files that are not being actively written to You can set programs 402 Technical Reference like Backup Exec up to go ahead and attempt the backup of open files This can give a moderate but imperfect level of protection SQL Discussion SQL databases require their own backup approach Backing up SQL can be done several ways e Simple the SQL DUMP mechanism e Some Experience DBCC DUMP e Business Use Single User Mode DBCC check logs programmatically DUMP e DBA Single User Mode DBCC check logs programmatically Drop amp Recreate all indexes
472. out further hassle rax Launchers FIXED Launcher now protects against two instances of Launcher getting started Pax Module ENHANCED Hardware fax now gives detailed result codes human voice etc xxxGoldMine Connector CHANGED The Goldmine DBIO will not allow itself to be configured to log into GoldMine as the same userid as one of the tracks This is a safety xxx lient FIXED If other contact has an email address Client would prompt contact does not have email address when selecting the other contact FIXED When scheduling a call back the time is updated to the current time each job FIXED The database is now queried after three characters are typed with a longer pause or four characters or more with a shorter pause Space character is counted NEW When scheduling a call back there are new options to auto advance the date a day wk month NEW Option above track list to show Print tracks Viewer 431 OmniRush Administration amp User Manual NEW Emailing out a fax can be don ither with a MAPI email client like Outlook or the new built in email client best for users who use GoldMine email and do not have a local MAPI client setup at every PC Email client set in File Settings NEW MRU for fax description line NEW Option of static list of fax description l
473. over page etc e This means that if the job is for a destination not currently in the SalesLogix database your code may need to create ACCOUNT and CONTACT records as well as the Activity record for each job There are also several benefits e f there is no merging of contact data on the fax all the Activity records can be linked to one ACCOUNT CONTACT record set e g a NO CONTACT record e OmniRush job overrides for fax number logging etc can be used Examples Example 1 In the first example a TIF file is created once a week and your application will trigger it being faxed out The steps are 282 Developer s Guide e The TIF is placed in outfax with the name faxfile tif e Your application creates Activity records all linked to the same ACCOUNT CONTACT records with the following fields populated DESCRIPTION faxfile tif fax xxxxxxxxx FCC CATEGORY OmniRush STARTDATE today s date time of 1 00 AM or a future date if you want the fax to be sent in the future Where xxxxxxxxx is the fax number to send the fax to The FCC causes OmniRush to put the job into the HISTORY table on success or failure Once this record is created OmniRush will process the job Mee sure to name files appropriately If files are generated programmatically be sure to use the F prefix Example 2 A mainframe computer spits out dozens of text files each night These files might be production schedules inventory or accounting
474. p merge codes in href and other HTML tag and control areas are ignored To merge into these areas a special merge code tag is required amp This is referred to as an extended control character The extended control character works in any HTML section or tag including node attributes and non text blocks excepting lt SCRIPT gt lt SCRIPT gt blocks The extended control character is used to specify OmniRush merge macros or custom merge fields only repeating groups are not supported outside the HTML body Examples HTML Source Merged result href http www woof com cgi woof cgi amp User_Login href http www we href http www woof com woof htm amp amp User_Login href http www w woof htm amp amp Cl_Accountno woof htm amp A1072346 woof htm amp User_Login amp GetAll woof htm amp SAM amp GetA href mailto sam acme demo subject Quit S20sending S20to 20 amp Contact href mailto sam s href http www acme com unsubscribe asp 1ID 20 amp ContactID href http www a Note that merge codes must have a recognized separator before and after the merge code A separator is either a punctuation mark or space For example href http www woof com woof htm amp User_Loginanswer asp Will not work because the merge code is completely surrounded 178 User s Guide by ordinary text no separator before amp and no separator after User_Login href http www woof co
475. parameters but should update the job activity record in the host database Make sure that this procedure clears ModulelD field in the activity record see SP specification SELECT zfQueryFlagged TRACK1 10 should return 0 records SELECT zfQueryNew TRACK1 7 10 should return 1 record with 1 field ActivityID that contains the first job ID JobID_1 EXECUTE zfCreateHistoryRecord set parameters to your taste Function should create a valid history record in your host database EXECUTE zfDeleteActivityRecord JobID_1 Function should delete activity 1 from your host database SQL Pass Thru SQL via ADO SQL Script configured in Your Database OmniRush MySQL Pervasive etc DB Connector OmniRush Server 329 OmniRush Administration amp User Manual Revision 7 OmniRush Pass Through SQL Database Connector SQL specification Overview The OmniRush connectors for Microsoft SQL Server and Oracle use a kit of stored procedures sprocs to interface with the database This method is very efficient and easy to implement However there are many other database engines in use many of which lack support for stored procedures or lack a consistent stored procedure syntax To allow OmniRush to work with the widest range of database engines OmniRush v6 and higher offer Pass Through SQL mode Pass Through mode lets OmniRush talk to your database using regular SQL state
476. parate from the SQL database where the contact database resides there is a problem for OmniFush Also see split GoldMine SQL system Database Connector GoldMine Aliases The purpose of Track Aliases is to support multiple GoldMine contact files For example if there are two GoldMine contact files and two OmniRush connectors servicing the database a user might schedule to FAX from both databases The two database connectors would then both try to import the job when clearly only one the correct connector should handle it So the flow is this Users in contact file A would schedule to FAXA Users in contact file B would schedule to FAXB On the A connector you would alias the FAX track to FAXA and on the B connector alias the FAX track to FAXB Database Connector GoldMine Multi DBIO hese settings are only applicable if your OmniRush Server will connect to multiple GoldMine databases concurrently 89 OmniRush Administration amp User Manual Import Documents From Adds an additional directory to search for files in addition to the global Document Import Directory Allows each database connector to have its own external file library Default Import Folder Imported files will go into the specified folder instead of the globally defined document import folder Internet Fax Account Allows jobs from this database connector to be billed to a specific internet fax account Use Import User Suffix For multi c
477. ping with OmniRush OmniFush is driven by GoldMine CAL records How the record is created is not material to OmniRush It just needs to be there There are a few minor caveats The CAL record must be linked via the accountno field to a CONTACT1 record Unlinked CAL records will not work The CONTACT1 record contact company phone1 fax fields will be referenced by the fax job for the fax banner cover page etc This means that your code may need to create a CONTACT1 record and a CAL record for each job There are also several benefits If there is no merging of contact1 data on the fax all the CAL records can be linked to one CONTACT1 record OmniRush job overrides for fax number logging etc can be used Examples Example 1 In the first example a TIF file is created once a week and your application will trigger it being faxed out The steps are The TIF is placed in outfax with the name faxfile tif Your application creates CAL records all linked to the same CONTACT1 record with the following fields populated REF faxfile tif fax xxxxxxxxx ACTVCODE FCC USERID OmniRush ONDATE today s date or a future date if you want the fax to be sent in the future ONTIME blank to send immediately or a future time to send the fax in the future 285 OmniRush Administration amp User Manual Where xxxxxxxxx is the fax number to send the fax to The FCC causes OmniRush to put the job into the CONTHIST table on success
478. plates to pull the correct form type when page size cannot be used set the paper type in the form This requires that you have the same printer driver installed on the PC where you make templates and on the OmniRush server PC A technique does not work with all print drivers It may take some experimentation to make this behave properly The RTF templates you create in word can be set to print to any tray on the laser printer The way this is done is to open the RTF in word and then go to File Page Setup in Word and select the appropriate tray for the document or for the page within the document Page Setup KE Margns Paper Spa paper Source Layout Preview Lower Paper tray Envelope Feeder A This section Default a kaesestcd It is easy to test how OmniRush will handle the printing Just open the raw RTF merge template at your workstation and print it to the printer When it works from your desk e g pulls from the desired tray then OmniRush should do the same when it merges and prints Gr note The same printer driver should be installed on OmniRush and your station Using this technique it is straightforward to build a single RTF that has a cover letter and envelope or label and the printer will put each on the correct stock See the sample LETTER3 RTF that comes with OmniRush OmniRush Internals OmniRush File Types 409 OmniRush Administration amp User Manual File Extensio
479. platform the CASE ISNULL and IIF mechanisms can serve See the Transact SQL documentation for details Here is an example using the CASE statement SELECT RecipientName CASE WHEN len BillingName lt 1 THEN ContactName Handles cases where there is an empty string in BillingName WHEN BillingName IS NULL THEN ContactName Handles cases where BillingName is NULL ELSE BillingName END CONTACTID BillingName ContactName from RecipientTable where CONTACTID amp CONTACTID For example to use this on the GoldMine CONTACT2 table where we have a field named UBillingName the implementation would look like this SELECT uRecipientName CASI HEN len uBillingName lt 1 THEN Cl Contact HEN uBillingName IS NULL THEN Cl Contact LSE uBillingName r W W END c2 accountno c2 uBillingName cl Contact from contactl cl contact2 c2 where cl accountno c2 accountno and c2 accountno amp CONTACTID GoldMine Count of Records Say you want to merge in a simple count of records For example you want to remind customers that they have received X tech support calls in the last three months Say that tech calls are tagged with a result code of TS Create a custom merge code called CTS Count Tech Support and enter this SQL 197 OmniRush Administration amp User Manual select count as howmany from conthist whe
480. plicitly transfers all intellectual property rights related to such Feedback to Z Firm PART TWO PROHIBITED USES OF SOFTWARE AND SERVICES Service and Services mean internet fax service providers voice messaging providers and other parties that may act as ASP s or delivery agents for Software The Software and related Services internet fax voice etc may only be used for lawful purposes Customer is expressly prohibited from using the Software or related Services to transmit any unlawful harmful threatening abusive libelous vulgar obscene profane hateful or otherwise objectionable information of any kind including but not limited to encouraging conduct that would constitute a criminal offense infringe third party rights give rise to civil liability or otherwise violate any local state national or other law Customer may not use the Software or related Services to upload post reproduce or distribute in any way any information software or other material protected by copyright or any other intellectual property right without first obtaining the permission of such right holder Customer will comply with all applicable laws regulations or conventions including without limitation the provisions of the Telephone Consumer Protection Act those related to data privacy international communications and exportation of technical or personal data THIRD PARTY TECHNOLOGY USED UNDER LICENSE Certain components of this
481. pplication win32 web wireless etc Insert job record in tha Joos Table Tersier say SQL Script oonligyured In OmriRush gp DB d dy Connector CDI OmriRus Server OmniRush Processes Job bT Step Sep removes Jobs record inserts Job History recard r Your Application win32 web wireless etc Implementation Steps The steps to implement the OpenDBIO are 1 Integrate to your database structures a Microsoft SQL Server amp Oracle users Using any Interactive SQL CASE DDL Script tool Create 10 special stored procedures in your host database see C Program Files Z Firm LLC OmniRush Examples Sample Code Open Database Connector Open_StoredProcs rtf for details These stored procedures are the core of your new OpenDBIO module b Other databases Implement pass through SQL scripts 2 Using any Interactive SQL tool Test all the procedures scripts carefully Test for SP s use the input and output parameters specified in the OmniRush documentation a SP s make indexed queries on your database 324 Developer s Guide 3 Optional if your OmniRush server will merge data from the SQL database onto forms for fax email print Create merge aliases using the OmniRush Administrator 4 Configure the OmniRush Database Connector 5 Configure other OmniRush modules and tracks e g to enable OmniRush as a fax server shipping server etc 6 Runsome test jobs through the system
482. price rtf FAX trim contact2 gt urepfax FWD SALLY OWN SALLY It could have just been price rtf FAX trim contact2 gt urepfax Which would have scheduled price rtf and pulled the fax number to send it to from the contact2 gt urepfax field However we used some additional overrides to demonstrate more advanced features of OmniRush FWD This will cause the job to be scheduled back to the specified user if it fails Note that there are no spaces after the colon and the colon is followed by the 8 digit short GoldMine user name in upper case OWN This causes the amp USERNAME and amp UserFullName fields to merge as if the fax was scheduled by SALLY Now this could have even been more creative For example 293 OmniRush Administration amp User Manual price rtf FAX trim contact2 gt urepfax FWD SALLY OWN contactl gt keyl Yes this does fit on the reference line This example would have dynamically assigned who the fax would be from based on the contents of contact1 gt key1 Note that this must be an 8 character upper case GM user id Integrating via OmniRush ActiveX Introduction d ActiveX has been deprecated and is no longer supported by Z Firm Developers should use the Open SQL method to drive OmniRush The OmniRush ActiveX control allows Visual Basic VBA Delphi C MSAccess FoxPro and other programers to programatically interact with OmniRush Jobs of all types can be submitted to
483. property to True See also ServerName SystemLogin SystemPassword UserLogin UserPassword properties ClientServer Boolean True Design time r w This property should always be set to True CurrentPath String Design time r w Sequence of node identifiers specifying the current node in the TreeView Used to specify objects programmatically lt Root ID gt lt Folder ID gt amp lt Document ID gt Note Set the Active property toTrue before using this property See also CaptionPath Value properties GotoPath method DragInEnabled Boolean False Design time r w Set this property to True to allow documents to be imported by dragging them onto a tree node from an outside source such as Explorer another OmniRush TreeView or the control itself DragOutEnabled Boolean False Design time r w Set this property to True to allow documents to be exported by dragging them from the TreeView onto a valid target such as Explorer another OmniRush TreeView or the control itself NextPath Not currently implemented Boolean False Design time r w RightClickSelect If True nodes may be selected using the right mouse button in addition to the left mouse button String Root Design time r w RootTitle Seen The caption of the root node if displayed ServerName String Design time r w 300 Developer s Guide This is the alia
484. ptional and rarely needed Leave alone for now When done select Insert Then Close this screen and start the module by right clicking on it and selecting Start Database Connector SalesLogix Aliases Track aliases are not generally needed with SalesLogix However you may direct the OmniRush connector to service tables other than ACTIVITY and HISTORY This is useful if custom user interfaces have been configured to feed different tables than the default Note that the structures of the alternate tables should have the same fields as ACTIVITY and HISTORY more fields are OK but not less 93 OmniRush Administration amp User Manual Database Connector SalesLogix Multi DBIO hose settings are only applicable if your OmniRush Server will connect to multiple SalesLogix databases concurrently Import Documents From Adds an additional directory to search for files in addition to the global Document Import Directory Allows each database connector to have its own external file library Default Import Folder Imported files will go into the specified folder instead of the globally defined document import folder Internet Fax Account Allows jobs from this database connector to be billed to a specific internet fax account Use Import User Suffix For multi connector installs only Each connector should have a unique 4 digit alpha numeric code assigned to it by the system administrator Database Connector for Microsoft CRM Operatin
485. quires OmniRush PDF module NEW Supports SMTP Relay authentication for external SMTP servers ENHANCED Integrated internal SMTP relay server is now completely useable x x Fax Module FIXED Fax Server Module should wait for dialtone more consistently leading to fewer no dialtone failure ENHANCED Error messages on failures are now the same as FaxRush in most cases More detail and granularity than earlier versions of OmniRush 435 OmniRush Administration amp User Manual FedEx S NEW S hipping Module upports Canada origination for Fed Ex Express and Ground shipping S UPS Shi D D succeed would not prior data is ENHANCED G G uploaded automatically When deleting a shipment ee OmniRush K Base search for canada pping Module Job reference not printing on label If end of day on Monday would fail on Tue the Monday data but Tuesday get uploaded Now on every end of day all pending notes ar mor xplanatory xxx Print Module F X ED S x xxAdminist ome PDF files would print incorrectly rator FIXED Can now create Messageblaster Envoy accounts with Mastercard type credit card FIXED Print Raster Module Cannot easily change printer settings now which would
486. ra Venali account contact your OmniRush reseller or Z Firm sales 206 812 7874 Venali accounts can be activated immediately b For an Easylink account click here for the Easylink application form 2 When your account is open Venali accounts can be opened instantly Easylink accounts are emailed you generally within one business day take these steps in the OmniRush Administrator In the Server Modules branch right click on your OmniRush Server select New Module Select Module Type Fax Server Internet Fax Select the appropriate Fax Service Provider Enter your username and password Save the module right click on it select Start Open or create a fax Track that will be used to feed the module In the Fax Settings tab of the Track be sure to select the appropriate Bridge Type to atch your internet fax account Save and close the Track Biet SO Ol ON You are now ready to fax See the Fax Test Jobs page for steps on how to submit test jobs into the new Internet Fax module Module Settings Max of Attempts Per Fax Normal Setting 3 This controls how many times OmniRush will attempt to upload a job to the Internet Fax Service Provider IFSP before giving up and failing the job as unable to upload Once uploaded the IFSP will retry the fax 2 or 3 times depending on IFSP before giving up and failing the job Delay Between Attempts Normal Setting 00 04 This sets the delay between upload attempts Sleep Between Passes No
487. ragging into Administrator from Explorer Documents can also be automatically imported by putting them into the Document Import Folder When a document is scheduled without a directory e g just a file name OmniFush first tries to find the document internally If not found OmniRush will check the Document Import Folder and will automatically import the document if it is found there The external file will be marked read only to prevent accidental editing Use Both Internal and External This requires a good awareness of how OmniRush handles documents but can be done by an experienced administrator Benefit of External Documents e Easy to use e Reduced need to use the OmniRush Administrator e Use file system network rights to control who can edit documents e Use FRP ZPK files to build kits of documents Benefits of Internal Documents e Central repository for OmniRush documents e Easier to organize documents into a document tree a document can be deep in the tree but scheduled just by file name without path e Folders can be moved or renamed and documents will still be accessible by document name 218 User s Guide Can reference files by their ID which allows documents to be renamed moved etc and the reference does not change Integrated rights administration no need to be a network administrator Ability to make document links so that a single file can appear in multiple folders Ability to schedule entire folder
488. rd Write connection code Add a button on the form Give it a caption such as Login Double click on the button and write the following code into the event handler frTreeViewEditl Active Not frTreeViewEditl Active If frTreeViewEditl Active Then Command1l Caption Logout Else Commanl Caption Login End If Execute Select Run Start Click the Button The caption should change to Logout Click the ComboBox It should popup and display a TreeView with 297 OmniRush Administration amp User Manual data from the OmniRush repository If nothing happens or an error occurs your login parameters may be incorrect or the OmniRush server may not be running or your network connection may not be working correctly 298 Developer s Guide Component class reference Described here are properties specific to the OmniRush API Properties such as frTreeViewEdit ButtonCaption are considered self explaining Properties common to all 3 ActiveX controls This is the alias of your OmniRush database server This name was defined during installation and normally defaults to OmniRush ServerName Note This is a low level OmniRush database alias It is not the same as the name of the ODBC data source used to point a report writer at the OmniRush data nor is ita BDE Borland Database Engine alias that may be used to access the OmniRush database via SQL from Delphi or C Builder Th
489. rd You may build a group of contact records based on filter criteria scheduled activities completed history records data in the profiles referrals contacts and linked folders or on the results of the last search To begin select the method by which to build the group C Filtered records E S ES E E C C Scheduled calendar activities fe Completed history activities ence sses eg aeemenemece enemece sess cnemece once soo J C Supplemental contact data co Now you will select the date range and the user who sent the faxes If you want all faxes sent set the user to public 263 OmniRush Administration amp User Manual Build a Group based on Completed Activities Wou may include records in the group based on completed EE 4 activities inthe contacts history folders Select the range and types of completed activities Range Activity Type i hy iviti User RAFAEL zx All Activities 3 C Phone Calls a From Date 1 16798 B Messages A To Date 2 5 98 C Next Actions Ze Appointments Activity C Sales C Letters Result Fax Others C Events To Dos Z Back Cancel On the next screen select the field you want to sort the group on and enter a reference In the reference area you might just enter successful fax or you may want to reference information from the fax itself In the example below we will list the user who sent the fax and the reference line so we can see what was s
490. re accountno amp CONTACTID and actvcode TS and 3 gt datediff month createon getdate Now use the amp CTS_Howmany merge code in the document to merge in the count Here is another way to do the same thing using a stored procedure sproc Step 1 Using Query Analyzer create the sproc CREATE PROCEDURE conthist_count Contact varchar 30 AS select count as howmany from conthist where accountno Contact and actvcode TS and 3 gt datediff month createon getdate Now create a custom merge code of CTS that invokes the sproc EXECUTE conthist_count amp ContactID Now use the amp CTS_Howmany merge code in the document to merge in the count GoldMine Most Recent Appointment from History Create a new merge code name it HAP for example Use this SQL you can paste this in set rowcount 1 select from conthist where accountno amp CONTACTID and rectype Ai order by ONDATE DESC set rowcount 0 Create a new merge form name it HAPTEST RTF and paste in this text Most recent history record for amp Company amp SetTimeFormat amp Setdateformat dddd mmmm d yyyy amp HAP_Ref amp HAP_Ondate amp HAP_Notes Schedule HAPTEST RTF on a record that has multiple appointment records in conthist 198 User s Guide GoldMine Serial Number Records from Detail Profile tab Create a new merge code na
491. re 2 above The resulting merged document Merging Signature Graphics Z Firm s unique merge technology allows for almost anything to merged without writing any code Merging items like graphics requires a bit of attention to detail in MS Word but that is all This section is to introduce and walk through signature merging Note that the techniques here can be applied directly to merging in the correct photograph of the sender pictures of feature products or anything else The key is to understand the concept and then the doors open to any kind of dynamic file or bitmap insertion Background OmniRush merges data into the merge document based on OmniRush merge codes in the document These merge codes can be placed anywhere in the document e g in headers footers frames tables etc They can also be placed inside invisible MS Word tags MS Word tags are used by Word for a number of things including linking to external files When a file or picture is inserted into a Word document the link to the inserted file can be dynamic In other words MS Word has two ways to insert a bitmap bmp file e Static e g the file data is copied from the external bmp into the MS Word document e Dynamic Link e g the path and file name are inserted into the MS Word document and MS Word re reads the external bmp file every time the document is opened The Dynamic Link is what is interesting here because using a merge code in the link itself OmniF
492. re now ready to set up the converter options This depends on the converter in use GhostScript NOTE Proper licensing of GhostScript is your responsibility No license is provided as part of OmniRush Information and download of GhostScript can be found at www ghostscript com These notes are based on GhostScript v7 xx note the exe version of GhostScript should be downloaded not the zip version e g gs704w32 exe or gs800W32 exe Install GhostScript to default directories usually c gs Copy the four dll and exe files from C gs gs7 04 bin to C gs gs7 04 lib Open Control Panel System Environment and add C gs gs7 04 lib to the search path In OmniRush Administrator Modules Print Module PDF set the Execute to C gs gs7 04 lib ps2pdf14 bat as shown here External server Input dir ps e Output dir pdf el Execute C gs qs 04 lib ps2pdit 4 E note that the input output dir settings are left blank ON gt 5 Save the settings and start the Print module 6 Schedule some multi page RTF files to confirm proper conversion hrote that two GhostScript directories usually need to be added to the system Path These directories are lt GhostScript install directory gt gs gs8 51 bin and lt GhostScript install directory gt gs gs8 51 lib After adding these directories to the path reboot the system and check from a command prompt that ps2pdf14 bat is found and runs Next Advanced Options amp
493. re of the keys to the kingdom is to remember 1 Your system creates the Job Record 2 The Job Record can have fields and values that join to any data in the database 3 Custom merge queries can use those values to merge any desired data for the job Examples The Job Record has an OrderNo value inserted into a field say Open SQL OR_Jobs OrderNo or SalesLogix Activity PROJECTID Your front end code inserts this OrderNo A custom merge code can now easily pull all the order data with a merge query along these lines Open SQL select from orders order_line_items wher orders orderno order_line_items orderno and orders orderno select orderno from OR_Jobs where JobID amp ActivityID SalesLogix select from orders order_line_items wher orders orderno order_line_items orderno and orders orderno select PROJECTID from Activity where ActivityID amp ActivityID Anatomy of a Custom Merge Aliases A Custom merge alias has three attributes 1 Alias Name a 2 or 3 digit code that is the table alias portion of the merge code See the left hand Aliases column in the Configure Merge Aliases screen below 2 The SQL query or Stored Procedure that pulls data from the database Shown in the SQL Query section of the screen shot below 191 OmniRush Administration amp User Manual 3 Alias attributes such as of rows to pull and the maximum number of rows to merge See the top
494. reate const sCaption WideString const sParent WideString out sFolderID WideString Description Creates a new folder in the OmniRush document repository sCaption Folder caption name that will be displayed at the visual controls TreeView TreeEdit etc sFolderID ID of the new folder You need this ID to delete modify folder or to import new documents to this folder procedure FolderDelete const sFolderPath WideString bDeleteAll WordBool Description Deletes specified folder from OmniRush repository sFolderPath Full path to the folder in the ID1 ID2 ID3 FolderID format bDeleteAll Delete all instances of the folder Is not used in release 1 procedure GetContactCount out iCount SYSINT Description Returns number of internal temporary contacts iCount Number of internal contacts procedure GetContactFieldByName iContact SYSINT const wsFieldName WideString out wsValue WideString Description Returns the value of the contact field specified by FieldName Returns an empty string if the field does not exist iContact Index of contact in the internal contact list wsFieldName Name of the field to read 307 OmniRush Administration amp User Manual wsValue Value of the field Empty if field is not found procedure GetContactFieldName iContact SYSINT iIndex SYSINT out wsValue WideString Description Returns the value of the contact field specified by iIndex Returns an
495. recipient email address in the Integrated SMTP mode Help 7 wr Apply H Close ey Wancel When the email module is running remember to set up a track to feed it E Mail Module Advanced Settings Setting Number of Mailing Threads if Running Internal SMTP Depends on your internet connection 44 128kb 1 2 threads 128 296kb 2 4 threads Over 296kb 3 5 to taste Note that a low number will result in slower throughput but OmniRush will use less of the internet bandwidth at your site If Using External SMTP Generally set to between 1 and 3 Depends on performance and availability of external SMTP server With Sendmail on Linux running on a P II 300 set to one Validate Recipient Email Address Max Attempts Delay Between Attempts 122 This causes OmniRush to attempt to check the email address for validity before sending the message This process is not reliable and will lead to false failures and false successes Set this to unchecked See Tech Ref In Internal SMTP mode OmniFush retries the email transmission just like retrying a fax For example if the NA NA recipient s email server is being rebooted serviced etc the message may not go through the first time Typical settings 2 or 3 attempts 20 minutes between attempts Administrator s Guide Shipping Modules Shipping Services Referen
496. return static values Get the details of the From information for the current job Must return single record Implementation required to save job details Save the job details fax job status shipping job tracking etc to database This is an INSERT and or UPDATE type action Implementation required When a track is set to Forward a job this script is fired It may be implemented the same CreateHistoryRecord or may be stubbed and tracks set to Complete all jobs This is an INSERT and or UPDATE type action DeleteActivityRecord FlagActivityRecord EXECUTE EXECUTE Implementation required Remove the job record when the job is finished This is a DELETE and or UPDATE type action Implementation required Flag the job record in such a way that it is no longer returned in the QueryNew query This is an UPDATE type action Scripts of type SELECT can only contain one SQL statement Scripts of type EXECUTE may contain multiple SQL statements separated by new line and GO keyword In the case of multiple SQL statements each statement can contain any number of merge codes and each statement will be executed in a different transaction context Each script of type SELECT must return all the fields expected by Open Database Connector A list of required fields can be seen in the OmniRush SQL Editor If some fields in your database have a different name than expected by OmniRush use the as
497. rful features of OmniRush OmniRush allows merge templates to be created in Microsoft Word and then merged for print email and fax use These documents can merge data from all tables in the CRM system as well as data from custom applications and SQL tables Data can be merged as single fields or multiple rows of data can be merged in as a table Further the data can be pulled from the database using any SELECT statement or stored procedure Z Firm s merging architecture is super powerful and is fully customizeable Document merging is performed by the Database Connector module Merging happens automatically whenever the Database Connector processes a job that has merge documents See the section on merging for the complete story Faxing The Hardware Fax module services faxing hardware that is located physically on the same PC as the Fax Module usually on the OmniRush Server PC itself e Brooktrout fax boards are used to send and receive faxes 51 OmniRush Administration amp User Manual GG SS E Recipient Fax Machine Step 2 Step 3 Step 4 OmniRush Database Database OmniRush Connector Connector Fax Module Module exports Module imports Faxes Job job status to job CRM System En CRM Database Fax Bridge Internet Fax The Fax Bridge module allows OmniRush to send faxes using Internet Fax RightFAX or FacSys Connection to Internet IFSP Central Server Closest IFSP Fax Server
498. rinters can be serviced this way including laser and impact printers thermal printers like the CoStar and Eltron printers Your network administrator can set this up for you Zebra ZPL based printers such as the 105SL offer an ethernet option that allows them to sit right on the network just like a laserprinter with a JetDirect card Click here for the IP Printing How To Printing to IP Printers How To There are two sides of the equation to use IP Printing 1 Set up the printer with an IP address 2 Create the printer on the OmniRush Server Hewlett Packard JetDirect devices the ethernet interface built in to HP printers and network print servers such as the Intel Net Express allow an IP address to be defined This then serves as the address of the printer If you use DNS name resolution can be set up so the printer can be referenced by name instead of address Note that DHCP often cannot be used with network printers The next step is to set up the printer on the OmniRush PC or any other PC that needs to print to that printer This is done using the regular Add Printer mechanism in the Printers Folder The only special steps are as follows 1 The printer is added as a local printer not a network printer because the print queue will be local 2 When the Port Selection is displayed select Create Port and then select Standard TCPIP Enter the IP address or resolvable name of the printer Select the appropriate pri
499. rity can be used so that these files are only visible to the administrator and the one user A batch file can be created to reassign these rights automatically in the event of file deletion recreation 216 User s Guide Note Word May Autoformat Merge Codes with Symbol as Email Addresses In Word select Tools Autocorrect and go to AutoFormat As You Type tab Uncheck Internet and network paths with hyperlinks Do the same in the Autoformat tab Other Document and File Types Excel Files Excel files can be sent several ways 1 2 Print to Fax or Email using the OmniRush Client This method is excellent for one off spreadsheets Statically Embedded in a Word RTF If a spreadsheet needs to be faxed sent as an email attachment or printed it can be embedded in a Word RTF that is then scheduled see below Dynamically Embedded in a Word RTF If the spreadsheet is updated often and you want the contents to automatically be reflected in the document sent by OmniRush make it a dynamic link How to embed an Excel file 1 Geck ON 9 10 Tips In Excel select the range of cells you want in the document Note that this range should fit on on one page Press ctrl C to copy this range to the clipboard Create a new document in Microsoft Word In the Edit menu select Paste Special There are now several options Experiment with them to achieve the results you desire 1 For dynamic updates insert a
500. rmal Setting 00 10 For super heavy broadcasting set to 1 or 2 Packaged Upload available with Venali only Normal Setting Unchecked For heavy broadcasting of identical TIF or PDF files check this option Increases throughput and reduces internet bandwidth use but only if files sent are static document Has no effect when merge documents are used For example if the internet connection is overloaded or unreliable a setting of 3 attempts 10 minutes apart would cause OmniRush to attempt the upload three times over a 20 minute period before giving up with an upload failure 118 Administrator s Guide RightFAX Applies to OmniRush v5 1 and higher The The OmniRush Bridge to RightFAX allows OmniRush to do all its powerful database integration and then use an existing RightFAX server to actually send the fax True fax status is tracked in the CRM or database Requirements RightFax versions 6 through 9 x TCPIP communication between the OmniRush Server and the RightFAX PC If the RightFax MS Word integration is in use OmniRush must be on a separate PC Notes The RightFAX connector is a send only solution To pipe received faxes from RightFAX into OmniRush will require custom code to feed into the OmniRush Fax Bridge API note Z Firm does not do this coding Steps to configure the RightFax module 1 Check that the RightFAX Server is v6 0 or higher Check that the RightFAX Server is running TCPIP Check that the OmniRush
501. rmat for Merging 212 dBase Merge Codes n 184 Driving OmniRush Programatically 284 Everywhere Same PC as OmniRush 406 GOMAN aretan 87 340 342 GoldMine Operating Environment 87 GoldMine SQL Merge Codes 185 How To Schedule Jobs ssesseeeeene 223 Linking Received Faxes 261 Local or Network Installation 0 87 Merge Opportunity Information 195 Merge Recent History Appointment 195 Merge Referred Contacts 195 Merging Numbers AA 212 Multiple Contact Directories 88 89 Multiple Database Connectors 89 Reporting On Faxes 262 Scheduling Jobs 223 Scheduling Jobs to Groups and Filters 225 Scheduling Jobs to OmniRush 46 224 Scheduling to Tagged Uets 225 Split SQL Systems ees 88 SQL Single SQL Database 340 342 SQE EE 87 SQL Database Owner 340 SQL Discusslon 340 SQL Merge Examples 195 SQL Sort Order 340 Sync Server Same PC as OmniRush 406 Tips ANd Tricke 250 Track Alases nennen 89 User Vals ccccccceceeeeeeeenteeeceeeeeeeseeaees 212 Heer ie pesedsidesccetenadenace nein 212 GOldUMING aRar eia Eur KENE Nee 46 GoldMine a aparrean earair ia RAE EEn 87 GOlUMING e hecies egen Eege Eaed Een Eder 87 GoldMine e 224 464 GoldMine ee 249 GoldMine re 250 GoldMine ee 289 GoldMine e 340 H HTML Merge Document Database Merge Codes nnnsnnnnen 171 FAQ a anna a a R RRA 177 Linking Graphic 171 Li
502. rnet Requires 128KB of bandwidth to the internet Fresh Windows Media Player from http windowsmedia com download download asp View the video via this link http www zfirm com video OR for SL SupportClient wmv Fax Viewer Introduction The OmniRush Viewer is used to list and manage incoming faxes Faxes can be annotated stored in folders emailed out and linked to the CRM system All this is done within the Viewer Note Functionality is based on CRM system functionality and integration possibilities OmniRush may only allow a subset of these features with some CRM systems 254 User s Guide CRM Contact Record Received Fax Forward as Email CRM User In OmniRush Viewer Mali Tax OUT TO CRM Contact N OmniRush gt Client to re fax out Incoming Fax Flow Newly received faxes are listed by date received in the Inbound branch of the tree in the Viewer and Administrator The picture below shows that there are new faxes from May 16 Clicking on that node of the tree will list newly received faxes Private 2001 Using the Viewer faxes can be linked to contacts printed etc 255 OmniRush Administration amp User Manual Viewer Main Screen The main viewer screen shows the Inbound branch of the Document tree This is a subsection of the main tree that is seen in the OmniRush Admininstrator In fact new inbound faxes can be managed from the Administrator as well but there is
503. rooktrout Hardware amp OmniRush Setup Test that the OmniRush Fax Module can detect the ports and can send on the non DID ports This validates the overall OmniRush Brooktrout Driver Brooktrout interface Once this step is completed configure a user for DID 1111 or the appropriate number of digits for your installation and send a fax from a fax machine to that number Note the flow for DTMF DID 1 Incoming phone line rings 2 The Brooktrout board picks up the call 3 There is a period of silence during which the Brooktrout port waits for incoming DTMF digits the quiet duration is configured on the fax port in the Fax Module 4 The Brooktrout starts to wait for a fax transmission 354 Technical Reference It is simple to test DTMF DID using a simple fax machine OP OB po Ni 7 Insert a page to fax Pick up the hand set on the fax machine Dial the number that goes into the OmniRush Brooktrout port Wait for the Brooktrout port to answer the call There will be silence before the Brooktrout board sends out the fax tone During the silence press the desired DID digits say 1111 for a user who is set to a DID value of 1111 Press Send on the fax machine a is important that the port configuration allow enough time for the digits to be received A setting of 5 or 7 seconds is good to start with hote the number of rings the Brooktrout board is configured to answer on With TR1034 hardware this is configured in the
504. rooktrout board is used and the channels can be used for both send and receive E External Files Files residing on the file system of either the OmniRush PC or any network system that OmniRush can access Files can be of type RTF TIF PDF OXP FRP etc Contrast to Internal Files that are in ODMS not in a file system directory G GOLDDIR Location of the GoldMine CAL DBF file or CAL table on a SQL system Often specified by the GOLDDIR tag in GM INI On dBase systems defaults to lt SYSDIR gt GMBASE Macro Merge Code Macro merge codes are available on all CRM and non CRM platforms A macro code is obvious because it does not have a table alias For example amp Contact is a macro code It is the full name of the job recipient See the example merge form allmacros rtf to see these merge codes in action merge document Merge documents are made in Microsoft Word and can merge nearly any data in the database using either built in OmniRush merge codes or custom OmniRush merge codes Merge documents can be of any complexity and can include graphics and advanced Word formatting features N NT Services are complex NT Services are complex and require Win2000 expertise to manage NT Services especially in a networked environment are complex to manage Do not attempt use of OmniRush as an NT Service unless you have appropriate training and or certification Z Firm does not offer technical support for Windows networking operating
505. rprise All of d plus regular 2 or 4 or more times during the working day DUMP s of the log so that data can be restored from prior night s backup all the way up to the latest log dump Impact on OmniRush Using MS SQL v7 and higher options a and b can be done without cycling SQL Server or going to single user mode As a result they can be done without impacting OmniRush at all Options that take SQL to single user mode or that cycle the SQL Server service or the PC itself require that the OmniRush Database Connector Module be shut down first and then reactivated after SQL is back up GoldMine Discussions SQL Technical Discussion GoldMine note that in GoldMine v7 and v8 environments only unified SQL installations are supported Split SQL systems will not work OmniRush requires that GoldMine SQL installations run in a single SQL database a Test GoldMine for proper SQL connection and operation Go to Help About System in GoldMine and check that GoldMine is using a single alias for the GoldMine and Contact tables OmniRush requires that GoldMine SQL installations run in a single SQL database Onote As of September 2000 GoldMine requires that SQL installations use a single SQL Database for all GoldMine and Contact files Mixed dBase SQL and multiple contact files are not recommended by GoldMine FrontRange Ask your reseller for the GoldMine Technical Product Information document Supported D
506. rs can work with GoldMine SalesLogix and nearly any Oracle Microsoft SQL Server or ADO accessible database DID Direct Inward Dial This allows multiple phone numbers to be routed into one or more phone lines This allows each employee to have their own fax number and to set up routing of received faxes to the appropriate person based on the fax number called DNIS Dialed Number Identification Service This is the name used for DID when using digital lines like T1 and PRI lines This feature allows multiple phone numbers to be routed into one or more phone lines This allows each employee to have their own fax number and to set up routing of received faxes to the appropriate person based on the fax number called 457 OmniRush Administration amp User Manual Document Import Folder This is the directory where OmniRush will look for documents that it expects to find external on the file system not in ODMS In FaxRush referred to as the outfax folder You can see or set the Import Folder in the General Server Settings screen in OmniRush Administrator DTMF DID DTMF DID requires that the OmniRush Brooktrout board be set up behind a PBX or phone system The Brooktrout board is connected to analog FXO ports on the PBX The PBX then calls the Brooktrout board and passes digits down to the Brooktrout board to enable the Brooktrout board to receive DID information for the fax These digits are passed as DTMF digits A regular analog B
507. rtual directory use this setting to specify the location By default OmniRush uses the MS CRM default virtual directory of mscrmservices MS CRM v1 x Installing the OmniRush UI Onote that MS CRM v1 x support is deprecated in OmniRush v9 0 and up OmniRush for MSCRM consists of following installation steps Copy files into MSCRM server Turn ON integration option in MSCRM configuration file web config Add hooks to OmniRush in MSCRM user interface Modify direct access SQL connection string for contact account lookups Create new index in MSCRM database Start the MSCRM Web Client and check for the OmniRush menu item Check that it works properly 7 Configure track and document lists ON CoN 96 Administrator s Guide Other Quick Links Complete List of Files To Install Complete List of Files To Be Modified Using MSCRM Workflow Utilities Advanced configuration options Copy the OmniRush Files to the MSCRM Server s On the MSCRM Server MSCRM itself is normally installed in the c inetpub wwwroot directory The OmniRush UI should be copied into these directories c inetpub wwwroot activities omnirush you create this directory c intetpub wwwroot bin The OmniRush UI files are installed to the OmniRush Server inthe C Program Files Z Firm LLC OmniRush Examples Sample Code Microsoft CRM directory The basic steps are Copy the DLL from C Program Files Z Firm LLC OmniRush Examples Sample Code Microsof
508. rver communication which refers to communication with Launcher can be set here UDP Point to Point is an excellent choice Troubleshooting Modules Fax Module Troubleshooting Recipients Receive Trailing Blank Page The Problem When faxing your fax machine spits out a blank page at the end of the fax The Issue 391 OmniRush Administration amp User Manual This is a benign issue that is dependent on the receiving fax machine Many sheet fed fax machines which includes all inkjet and laser printer based fax machines scale to page by default These machines will not exhibit this problem Others may have this feature turned off Roll fed fax machines will not exhibit this problem The HP inkjet fax machines often do not have scale to page turned on In any event your recipient generally will not receive the blank second page In some cases a merge document may have one or more trailing carraige return characters at the end of the document and when data is merged into the document these returns are pushed down triggering an extra blank page Clean up the merge document to resolve Bottom line In most cases the receiving equipment is generating this not OmniRush Most recipients will not get a 2nd page and those that do get them from other folks in addition to you GoldMine Fax Jobs are Improperly Dialing 1 or not The Problem e Onsome or all fax jobs OmniRush is failing to properly dial 1 on long distance faxes and
509. ry In this case the or_fax_tracks txt would be set to list FAX and INETFAX and two text files FAX TXT and INETFAX TXT would each list the 20 standard documents Track List Files copied into the c inetpub wwwroot activities omnirush directory during the first setup stage above or_fax_tracks txt FAX INETFAX RIGHTFAX FACSYS or_email_tracks txt or_voice_tracks txt or_creditcard_tracks txt i i or_ship_tracks txt Let of available SHIPPING tracks UPS FEDEX AIRBORN or_print_tracks txt List of available PRINT tracks LASER1 LASER2 LASER3 For each track specified in any of or_ _tracks txt file there must be corresponding TRACKNAME TXT file with list of available documents Sample file content or_fax_tracks txt FAX INETFAX RIGHTFAX FACSYS Sample file content inetfax txt test tif pricelist pdf Using MSCRM Workflow Setting up a simple Workflow to trigger an OmniRush job Go to the Workflow Manager Select File New Enter a Rule Name and Description for example OmniRush test 1 for Contact Create events Select Insert Action Post URL Specify the post URL as http localhost activities omnirush or_workflow aspx Add OmniRush parameters to the post URL see below Add ContactID or AccountID parameter to the list of selected parameters Parameters you can use to specify job details Parameter name name Opt Req Req Description i Description _Example
510. rywhere Server Users of the GoldMine Everywhere server can schedule jobs to OmniRush just as network users can All OmniRush Server features can be used including scheduling faxes print jobs mailing labels DHL FedEx UPS shipments merge Emails etc These features are available to GoldMine Everywhere users on the Palm Web and Thin clients Driving OmniRush from the Web Client The key to driving OmniRush is via the SalesLogix Activity record Since the SalesLogix Web client has a user interface to schedule activities all OmniRush jobs can be created from the Web Client including e Fax Jobs e Email Jobs e Internet Fax Jobs e Print Jobs e Mailing Labels e DHL FedEx UPS shipments 249 OmniRush Administration amp User Manual e etc Of course jobs that include merge documents will merge and the results of all jobs will be in the contact record history which can be viewed from the Web Client A custom user interface could be created for SalesLogix to make the choices easier for the user For example instead of the Schedule ToDo interface built into the Web Client the user interface could be customized to say Send Shipment To lt contact name gt or Send Fax To lt contact name gt CRM Tips and Tricks GoldMine Tips and Tricks To easily schedule jobs to a fax number other than the main fax number an expression can be put in the GoldMine F2 lookup list This can easily pull the fax number from another field such
511. s x Tnstaller Updater FIXED In some cases server DLL files were not installed FIXED If Z Firm DBEngine is not running installer threw an obscure assertion error FIXED PathFix is now built in to the updater Build 303 NOTE OmniRush Open DBIO Stored Procs have been changed 303 is NOT backward compatible with pre 303 sprocs See upcoming documentation and updated examples NOTE OmniRush ActiveX Control has been greatly expanded 303 ActiveX is backward co Generals FIXED All Om hit on lau wet Servern FIXED A num should up on sl x xxHardware Fax M CHANGED Modul calls Can b module Resol interpreted by th PedEx Shipping FIXED COD s NEW COD differ from the s not set i bas Viewer FIXED Searc 444 mpatible but also exposes new objects niRush apps now launches must faster A performance nch was introduced around 28x ber of problems in the Print Raster module would only ow CPU e g PentPro200 systems odule e now stays on hook 2 seconds by default between e changed in the OmniRush Administrator on the fax ves problems with short on hook times being e phone line or PBX as a hook flash Module hipments now create two shipping labels FRP_Builder now allows the COD remit to address to hipment From address Defaults to the From address if n the FRP hing GoldMine dBase on lastname Technical R
512. s What is a User VAR User VAR stands for User Variable GoldMine lets you add parameters to the GoldMine USER INI file that can extend the power of merge forms The GoldMine FactsBack document 388 should be referred to for documentation This document is available on the GoldMine web site www goldmine com 212 User s Guide How do User VARs work Values are entered into a GoldMine USER INI under the user_var header These values are then mergeable on OmniRush RTF merge forms Additionally global values may be entered into the GM INI that will be available for all users Lastly additional INI files may be created to hold constant values that will be used across many merge forms Changing the central INI will propagate the change across merge forms instantly as they are merged Example You have a merge form that is used by several people You want the user s full name and title to appear at the bottom The USER INI files would contain Example JOE INI user_var Title Customer Service Manager Example MARY INI user_var Title Customer Service Agent The merge form would appear as follows Dear amp Firstname body of letter Thank you for your inquiry Sincerely amp UserFullN ame amp UyvarTitle Merge Code Format User VARs are merged by entering the merge code as follows amp Uvar lt var name gt No spaces are allowed in the variable name To merge the user var for Title the code would be a
513. s are no longer saved to the system ENHANCED DHL setup now only requires an DHL account There is no need to contact DHL for userid s or keys Build 470 General FIXED Rare Addcache error on some jobs with cover pages FIXED HTML formatting codes bleeding onto cover page with notes from GoldMine v6 SQL NEW Virtual Tracks for shipping NEW Server Updater no longer gives option to install clean database This can be done via manual steps and some users accidentally used this option creating problems for themselves Build 466 General NEW Z Firm DBEngine updated to build 553 419 OmniRush Administration amp User Manual Viewer FIXED In Compatible Printing mode now much faster and output file size much smaller New setting in Preferences FIXED When the Clients Global root path is invalid Viewer will now tender a clear error instead of terminating on launch Build 462 Generals NEW Fax port monitor An icon is created on the OR server and this allows real time monitoring of fax port activity on the OR server FIXED Rare log entry to effect WARNING This function is not implemented yet Please notify Z Firm if this occurs FIXED Rare log entry warning to effect Error sending UDP data to 0 0 0 0 2721 10049 10049 Can t assign requested address FIXED Rare log entry warning to e
514. s for laser one up style and for the CoStar is available as a ZIP in the examples directory and also on the Z Firm web site Printing a label amp cover letter kt There are two ways to print the label with cover letter as a kit Method a the way we do it at Z Firm Use one up labels in the power envelope feeder of the laser printer Print a merge form in one of two styles style 1 A single merge form with the last page as a label See the letter3 rtf and letter2 rtf sample templates that come with OmniRush to see how this is done style 2 Two templates one for the label one for the letter scheduled as a single job Method b used by many OmniRush installers and consultants Have a simple AP track that schedules two events One event schedules the label to the CoStar or impact printer and one that schedules the letter to the laser printer The user just triggers one AP and stuff spits out of both places Microsoft Word Tricks Insider Tip Make RTF Files Smaller with MS Word Secret OmniRush does its magic using RTF files But when logos and graphics are inserted those files can get large affecting performance Microsoft has special registry setting that lets RTF files with graphics be super small For example a one page document with a screen shot inserted was almost 5MB Using this tweak the file saves as 146kb Using WordXP on WinXP The technical document is 224663 Click here to try the current URL b
515. s Guide belongs to BatchCount Returns the total number of batches configured in OmniRush frapi methods in alphabetical order declared using Pascal syntax procedure AboutBox Description Displays an about box with information about the controls version etc procedure Activate Description Connects to the OmniRush database server The ServerName SystemLogin and SystemPassword properties must contain valid values before invoking this method If the component is already active an exception is raised Most functionality of the frapi component requires the component to be activated and an OmniRush user to be logged in See also Deactivate Login Logout methods procedure CheckVelocisServer const sServerName WideString out sMessage WideString out bServerOK WordBool Description Checks if the provided Z Firm DBEngine server name is valid i e it has a corresponding entry in the connect ini file Then it pings the server to check if it is running SServerName The name of the server that is to be checked sMessage If an error occurred this parameter contains the error message Otherwise it remains blank bServerOk True if the server could be pinged successfully False if an error occurred procedure ClearContacts Description Deletes all internal contacts Every job requires an associated contact In order to schedule jobs frapi maintains a list of contacts that are either imp
516. s Microsoft Excel Worksheet Object and select Paste Link so that changes to the worksheet are automatically updated in the Word document Format document to taste add OmniRush merge codes as needed Save as RTF Reopen and confirm that formatting has been correctly preserved in some cases esp if saved as an Excel Worksheet Object the object size as set in Word may not be preserved because the size is set back to the size of the object in Excel Optionally import into ODMS Schedule the document The leading problems that can be encountered are ate Margins If the document tries to print beyond the printable margins of the page it will time out after several minutes The document must fit within the printable area of the page this is especially possible when an oversized Excel Worksheet Object is used as resizing in Word may not be saved and if the cells are made larger in Excel it may cause the Object in Word to get larger 1 One trick is to create a text box then paste link into the text box and size the text box to taste Bad Links When you use the Paste Special Paste Link option the path and file name to the source XLS is saved into the Word file This path and file must be valid e g if the file is moved the link may break and it must be visible from the perspective of the 217 OmniRush Administration amp User Manual OmniRush Server e g the network rights that OmniRush uses to access the network must
517. s Version Support Matrix With the plethora of versions of Microsoft Windows this document is to clarify which versions work with OmniRush Note that OmniRush cannot be installed on x64 and IA64 versions of Windows The CRM or database server can be a 64 bit system In such a case simply install OmniRush on a 32 bit system on the network Printing Labels with CoStar or Thermal Printer This section does not apply to the Eltron label printer for shipping labels See the Eltron section for information on shipping label printing OmniFush is excellent for label printing and can easily print labels with enclosure codes on thermal label printers Z Firm has validated the steps below with the CoStar label printer The following steps are appropriate 1 Install the label print driver on the OmniRush Server 2 Install the label print driver on the PC where the label templates will be made 3 Connect the label printer to the network using a network print server 4 Open Word on the OmniRush Server PC and test printing a label to the networked CoStar 5 Using the OmniRush Administrator create an OmniRush Track that points to the CoStar printer 6 Create label templates see below for details 407 OmniRush Administration amp User Manual 7 Test template by scheduling to OmniRush To create label templates 1 Open Word 2 Set the CoStar as your printer 3 Select the paper size the matches the label stock in the printer 4 Set
518. s an internal file to specify an internal file use a leading e g test tif OmniRush does not automatically create the Document Import Folder FaxRush did The OmniFush installer prompts for this directory and it can be set to any valid folder at installation time It can be changed later if needed 23 OmniRush Administration amp User Manual Document Management Options OmniRush users have three options for the document library Use External Documents What this really means is that the master copies of documents e g the files you edit and change will be on the file system not in ODMS Compatible with FaxRush v4 simply set the Document Import folder to the FaxRush outfax directory or any valid directory local or network Files scheduled without paths will be pulled from the Document Import Folder Files with paths specified will be accessed from that path Note if drive letters are used in the paths please see the technical document on the subject Use Internal Documents This means that the master copies of documents the files you edit and change will be in ODMS External files can be imported automatically or manually into ODMS When files are imported into ODMS the external file is flagged read only by OmniRush to prevent them from being accidentally edited with the resulting confusion that would lead to when the internal unedited document is then sent by OmniRush Documents need to be imported
519. s are installed run faxinit interactively and all the ports should be listed BROOKTROUT ADVISORY NOTE Sept 15 2000 amp Summer 2002 i Note This section refers to the 5 volt TR114 only and does not apply to the newer uPCI universal TR114 boards TR114 5 Volt PCI boards amp Compaq ProLiant servers There have been reports that some customers cannot install TR114 5 volt PCI boards in the 64 bit PCI slots of several Compaq ProLiant servers In addition there were instances where Compaq has told customers that they do not support 5 0 volt PCI boards DID Overview 349 OmniRush Administration amp User Manual When a CRM system is in use with FaxRush FaxRush by default will use a contact centric approach to handling received faxes This involves using the FaxRush Viewer to view received faxes and to link received faxes to CRM contact records Where CRM is not in use or when a user centric approach is desired faxes can be received on the desktop as email attachments using whatever email application is already in use FaxRush can either forward all received faxes to a single email address say to a receptionist who then forwards the faxes as email attachments or FaxRush can automatically send each received fax to the correct recipient Suppose that each staff member or each department has its own fax number but all these fax numbers are routed into a single phone line or block of phone lines How does FaxRus
520. s being pulled from a local path see the DLLPATH and CONFIGFILE01 keys BDE Settings In many cases it is advisable to increase BDE memory settings See the technical discussion for details GM INI file Check that all values are correct In many cases GoldMine will run even if the GM INI has invalid settings in it Z Firm recommends that the GM INI have at least the following tags SYSDIR GOLDDIR COMMONDIR Click here to see an example GM INI file SQL Specific Check that the database owner is dbo For a detailed list of SQL environment issues see the GoldMine SQL technical discussion GoldMine Connector Creating the Module The GoldMine Connector works with GoldMine v5 x and v6 x on dBase and MS SQL platforms OmniRush must be licensed for the appropriate GoldMine platform The following should be done before configuring a GoldMine Connector in OmniRush e Check your GoldMine operating environment e Install the GoldMine Workgroup Client on the OmniRush PC e Check that you can log into GoldMine and that it works correctly e f GoldSync or any other application will run on the OmniRush Server PC Increase BDE Memory as described here 87 OmniRush Administration amp User Manual When these steps have been done you are ready to create the GoldMine DBIO Module 1 Right Click on the OmniRush Server PC and Select New 2 Select Database Connector 3 Continue through Connector configuration Datab
521. s of files Integrated check out check in functions Integrated document viewing and editing Internal or External The first step to adding or editing a document is to determine if the you are running OmniRush with master files internal or external Ask the OmniRush administrator at your site Adding Files To add a document for Internal management by ODMS 1 Sr Ze Je Create the file as TIF RTF or PDF Save to a convenient folder Open the folder in Windows Explorer Drag the file into the desired folder in the OmniRush Administrator The file can now be scheduled in the database or CRM using a leading E g widget competititve matrix rtf The file in the file system folder will be renamed to Imported_ lt filename gt and will be tagged read only to prevent accidental editing since the file is internal master edits to the file on the file system will not be seen by OmniRush If the file will be managed Externally do the following 1 Create the file as TIF RTF or PDF 2 Save to the OmniRush Document Import Folder e g outfax or to another directory if the job will be scheduled with the full path 3 The file can now be scheduled in the database or CRM as a file name or with the path E g widget competitive matrix rtf or server share directory widget competitive matrix rtf Editing Files First it helps to be completely clear if the file is internal or external Here is how to tell 219 OmniRu
522. s of your OmniRush database server This name was defined during installation and normally defaults to OmniRush Note This is a low level OmniRush database alias It is not the same as the name of the ODBC data source used to point a report writer at the OmniRush data nor is it a BDE Borland Database Engine alias that may be used to access the OmniRush database via SQL from Delphi or C Builder See also SystemLogin SystemPassword UserLogin UserPassword Active properties ShowButtons Boolean True Design time r w Set to False to make and node icons invisible ShowLines Boolean True Design time r w Set to False to make lines between nodes invisible SortType Integer 0 Design time r w Specifies the sort order for documents Has no effect on other objects or folders 0 No sort order Sort by type e g TIF RTF amp Sort by file name Sort by file name and type 1 2 3 SystemLogin String Design time r w This is the login name of the account used to access the OmniRush database above This name was defined at installation and normally defaults to admin Note This account is the same as the account that would be used to connect to the database via ODBC or the BDE See also ServerName SystemPassword UserLogin UserPassword Active properties SystemPassword String Design time r w This is the password associated with SystemLogin
523. s the board which of the two signaling types it will use We strongly recommend DTMF over pulse as DTMF is much less prone to errors and it s much quicker also some fax software applications may not handle pulse digits correctly Other Information Additionally the telephone company may request other specific information on the TR114 card the TR114 s FCC Registration number the service order code the type of wall jack and the facility interface code This information is located on the bottom of the TR114 card and is also given in the TR114 manual The FCC Registration number EAGUSA 74279 FA E The Service order code 9 0F The type of wall jack required USOC RJ 61X The facility interface code O2RV2 T Analog DID Brooktrout and Line Setup Ori page applies to TR114 analog DID boards such as the TR114 P4C TR114 P2C TR114 P2D and TR114 P4D boards This covers setup of a Brooktrout board with the special analog phone line This is distinct from DTMF DID To set up DID on an Analog DID line take these steps a Attach power supply included with Brooktrout DID board to the Brooktrout interface see Brooktrout documentation for details b Attach DID phone line to the Brooktrout interface c Check that the c winnt bfax btcall cfg configuration is correct for your installation Check the did_digits the correct number of DID digits to capture Defaults to 4 d Continue with the setup of OmniRush modules DID Testing the B
524. s this e DTMF DID If OmniRush is behind a PBX that will push DID digits as DTMF signalling select this option The DTMF timeout sets the maximum wait for digits A setting of 3000 7000 2 5 seconds is normal here Note Internet fax configurations using Easylink set the sending station ID CSID in the fax Track in the Fax Settings tab 106 Administrator s Guide After configuring ports start the module Next Configure Fax Tracks Module Options The General tab has settings for e Maximum Attempts per fax How many times the transmission should be attempted e Delay Between Attempts How long to wait between each attempt e Page Transmission Timeout If a page takes too long to send it indicates a severe problem and the job should fail e Wait for Dial Tone This should always be checked Instructs the module to wait for dial tone before dialing the number This is only unchecked on specific T1 configurations e On Hook Dwell Time This setting controls how long OmniRush stays on book between calls In many cases the phone line does not behave properly if this is less than 1 or 2 seconds Increase to 5000 5 seconds if there are problems getting calls to go through Create a Track Now create a fax track The most important setting is to direct the track to send the jobs to the new module Failure to do this will result in jobs sitting waiting to be sent hardware fax Ale E3 VV Enabled 7 Fersisient Archive
525. sFilename Name of the field to write wsValue New value of the field procedure SetContactFieldName iContact SYSINT iIndex SYSINT const wsValue WideString Description Sets the value of the contact field specified by field index iContact Index of contact in the internal contact list iIndex Index of the field to write 311 OmniRush Administration amp User Manual wsValue New value of the field procedure SetContactFields iContact SYSINT const wsFields WideString Description Sets all fields of specified contact Fields should be CR LF separated The format is compatible with the GetContactFields method These two methods can be used together to save load contact information iContact Index of contact in the internal contact list wsFields List of the fields See alse GetContactFields procedure SetContactValue iContact SYSINT iIndex SYSINT const wsValue WideString Description Sets all values of specified contact Values are CR LF separated iContact Index of contact in the internal contact list wsValues List of the values procedure UseHostContact const wsContactID WideString out iContact SYSINT Description Creates a new contact in the internal list of contacts This contact might be used later in JobCreateEx function wsContactID ID of the contact in the host database e g GoldMine Accountno wsHostID ID of the DBIO module interfacing with the contacts host
526. sable to leave the Client running all day so it is there when you need it Note that you should be logged into the CRM software before launching the Client The steps are simple e Open the document you want to send e Print to the OmniRush Job Scheduler printer e The Client pops up e Select the job options e Track an email or fax track e Contact record e And send The job will be processed by OmniRush and the job status will be logged into the CRM system Main Screen 251 OmniRush Administration amp User Manual A t Click on the areas of the screen below for more information 3 OmniRush Client Xx Recipient E Mail address onser Byrd lt E fion byrd com IV Schedule Job Schedule follow up For Track Tracks EMAIL 1 Default E Mail Send on at 4 3 2001 D 11 58 27 AM Activity Reference quote for new processing system Notes Cover Page S You will like this proposal ie __ If Notes Resize the screen for a larger Notes area 7 OmniRush Client RS E x Recipient E Mail address Jonathan Byrd 7 Eka jonbyrd com we Schedule Job Schedule follow up For Track Tracks EMAIL Defaut E Mail JI Grab the corner Send on at and drag to make 4 3 2001 v 11 5a27AM the Client screen SS larger This Activity Reference E GE EE quote for new processing system typea larger Hotes EE cover note in the Jon You will
527. se to re run because it thinks that OmniRush is already on the system In this case manually remove OmniRush reboot and retry the installation Here are the manual uninstall steps 1 Delete the program files z firm Ilc omnirush directory 2 Run regedit and search for the following registry key Delete it if it is present HKEY_LOCAL MACHINE SOFTWARE Z Firm LLC OmniRush this is the OmniRush data area 3 Still in regedit search for the following registry key and delete it if it is present HKEY_LOCAL_ MACHINE SOFTWARE Microsoft Windows CurrentVersion Unin stall 6E82EB65 108D 11D4 8ADE 00A0C9497122 this removes OmniRush from the the list of installed software 4 Check for any Universal Client configuration files in User Profile directories 5 Reboot 6 OmniRush Client can now be reinstalled Uninstall OmniRush from the Installer The OmniRush Updater kit offers the option to remove OmniRush from the system Renaming the OmniRush Server The Windows PC name of the OmniRush server is stored in the OmniRush system If the PC is renamed a couple of steps are required in OmniRush To see the current PC name type the following at a command prompt set computername 411 OmniRush Administration amp User Manual The computer name is stored in OmniRush when OmniRush is installed If the computer name is changed OmniRush will stop operating The first step is to set the new name in
528. search for restore The OmniRush Server installs several subdirectories under C Program Files Z Firm LLC OmniRush All of these directories are static program files except for the DATA subdirectory This directory holds the Z Firm DBEngine and the Document Repository By default this is located in the C Program Files Z Firm LLC OmniRush DATA directory If the original OmniRush system is available for the migration the steps to move to another PC are On the Original PC 375 OmniRush Administration amp User Manual a On the original OmniRush Server PC shut down all OmniRush modules clients and launcher b On the original OmniRush Server PC stop the Z Firm DBEngine service c Copy the C Program Files Z Firm LLC OmniRush DATA and all subdirectories to a safe backup location On the new PC d Install OmniRush on the new PC instal the same version and build of OmniRush as exists on the original OmniRush Server PC it can be updated upgraded after the migration is successfully completed Reboot at the end of the install as prompted e Shut down all OmniRush modules clients and launcher f Stop the Z Firm DBEngine service g Copy the backup data created in step c above into the C Program Files Z Firm LLC OmniRush DATA Make sure that the base directory structure is not changed h Start the Z Firm DB Engine service i Start the OmniRush Administrator j Go to File Settings go to the Re
529. sed by all applications that work with the SalesLogix database has a bug that requires attention from all SalesLogix sites that sync The problem is that it does not put the SalesLogix sync files in the correct directory Instead of using the shared logging directory the DLL creates a directory relative to where it executes from e g under c program files Z Firm LLC OmniRush Server v5 and puts the sync files there The resolution is that these files need to be copied to the central sync directory This can be automated with a batch file and a scheduler like techscheduler at www winutils com Note that the batch file should run frequently Say once every 15 or 30 minutes The Windows AT scheduler cannot schedule activities more than once a day FaxRush Bundle for SalesLogix The FaxRush Bundle FBS uses the FAXRUSH INI file to read certain configuration information OmniRush does not have a FAXRUSH INI file The solution is to either create a FAXRUSH INI or to use the existing FAXRUSH INI if FaxRush v4 x was installed at your site Contact the FBS support team for details SalesLogix Database Drivers Many sites have started to use SalesLogix with BDE ODBC driver stack instead of the BDE DBLIB stack e g the native driver The SalesLogix Client will often function adequately in this environment 344 Technical Reference OmniRush builds 170 and higher will work with BDE gt ODBC drivers however this combination is not offi
530. set by fax port If multiple ports are used for receiving each port can forward to a different email address or print to a different printer These options are set up as follows 110 at Decide if the jobs will be sent to a real user or to general email account or to a general device If a general account or device create a dummy device user in OmniRush e g PRINTER to hold the printer or email address configuration If received faxes will be forwarded to an email address make sure there is a running OmniRush Email Module and track that feeds the module If received faxes will be printed make sure there is a running Print Module and a track that is configured for the desired printer Open the Fax Server module On the receiving fax port set the Forward To to the desired OmniRush user either a real user name if forwarding email to a real user or to the dummy device user created above Save the Fax Server settings and restart the fax module Open the user or Dummy user Go to the On Inbound tab and set one or both Track settings to taste e g to email print etc Administrator s Guide 7 lf one of the tracks is of type email set the Fwd Subject and Fwd Message to taste Make sure there is an email address set on the user This is the email address things will be forwarded to Save the settings Send a test fax into the port to check for correct operation Receiving Popup Notifications Each port has a
531. sh User ADMIN Rights read update delete insert Logged in with A EE Tips e Use the F5 key to refresh the view Use F5 liberally e You can run multiple instances of Administrator each logged in as a different user to see the effects of rights management e The document area of the tree allows drag and drop to and from Windows Explorer e The tree can be navigated with the keyboard and Alt A activates the Action menu which is context sensitive to your position in the tree e Ctrl F4 closes the current document in the work area Starting and Stopping Modules 151 OmniRush Administration amp User Manual Right clicking on any part of the tree pops up the Local Menu aka Contect Menu for the selection The Local Menu in the modules branch which is mirrored in the Action menu up on the menu bar at the top of the screen provides options to start and stop individual modules and all modules at a time Note that modules in that transition state e g starting E or stopping cannot be activated or deactivated Wait until the module has finished starting up or shutting down and then perform the action a List by Server PC CB ZF WIN2K DEV2 4 Far Bridge on ZA TE 8 GM5 DBase dbio o G23 Open Module 8 E Mail on ZF WIN2 E St Hrdwre Fax on ZE F Voice on ZF WE We Activate All E Piast mz ig Deactivate All View module recent errors SS Delete Module Se Rename
532. sh Administration amp User Manual A Is the Database Connector set to External Master If it is and the the file is in the default ODMS Document Import Folder and is checked out This indicates an external master file B Ifthe file is in another ODMS folder and or is checked in the file is Internal Master For the detailed advanced steps click here For External files simply open the file from Windows Explorer e g from the network directory not from the OmniRush Administrator and edit it For Internal files navigate to the file in the OmniRush Administrator Right Click and select Edit If the Edit option is not available see the Administering Rights section The detailed advanced steps are e Find the document in the Documents branch of the tree e Right click and select Properties if the file has a check mark on it click here to learn about document check in check out e Check the External File and the Import Mode zfirm_411 sys data group everyone temp woof zpk Bisi x Category Outbound shared Type Static Text Owner External file zfirm_411 sps data group everyone temp woof zpk Import mode Ignore external file Ce Reimport if changed Notes res d Hels Kai DE XS Lance e This tells you if the external file will be re imported into ODMS if it is edited ODMS Check In and Check Out OmniRush is a document management system and it has built in check in chec
533. sh Universal Client 250 Open Database Connector Inproducton nense 320 Microsoft SQL Details 336 Oracle Details 335 Pass Through SQL DBIO Setup 336 Pass Through SQL Documentation 329 Stored Proc Based DBIO Setup 334 Stored Proc Based Documentation 327 Stored Procedures ssssssssenaeeneneeeee 327 Open Database Connechor 320 Open File Manager 339 370 402 Optical Character Recognition 368 Oracle Configuring OmniRush for an Oracle Databases iieri iniaiaiai e 334 Connection String 335 Merge Code Notes n 211 ORNETSTOPiseetevectsnscisstevtsrereseaistevisntes 148 OUtFAX direchor aan 23 Override Codes Using on the Job Hecord 223 Override COdOS visvces secciecteaccesaeateeninance se 86 Override Codes aeinn 274 P Packages Document Pack agesin 156 PDF Email Conver Sion ccececsseeeeeees 113 Fax Conversion Contrast s 100 113 Merged PDF Email Attachments 36 Module Setup Optons 113 PDF Features in OmniRush 22 PD ise cas Bocce caster E EO eege eege 22 Performance Email Tuning for Thoughput 384 Fax Speed WEE 379 Fax Throughput 379 Shipping Server Throughput 381 Performance 0 ccccceeeeeectceeeeeeeeeeeseaees 379 Pervasive ecceececeeeeeeeeeeeneeeceeeeeeeesenaees 329 PREDIAL INI Now called DCF 365 Print Module IP Print rs ccccccceseessseeeeeeeeeees 40
534. sh for processing and delivery a Note While OmniRush can process RPT files without a copy of Crystal on the OmniRush Server to create and modify Crystal RPT files a copy of Crystal Reports v8 0 or 8 5 is required v9 may work but has not been tested by Z Firm OmniRush does not include Crystal Reports Note that Crystal is a complex program This documentation assumes familiarity with Crystal If you are not conversant with Crystal seek Crystal training before attempting to use Crystal with OmniRush Z Firm does not offer support on Crystal Reports OmniRush with Crystal Reports offers three different report types OmniRush Merge Code Report Parameter based Report Stand Alone Report OmniRush Merge Code Report This report uses OmniRush merge codes Both macro and query based merge codes can be used including custom OmniRush merge codes This lets you use a single kit of merge codes for all OmniRush merge document types RTF HTML RPT This method is perfect for sites that already use OmniRush HTML and RTF merge documents as the same information can be pulled into RPT merge forms Parameter Based Report In this type of report Crystal is accessing the needed databases directly using its own database access methods However the report uses parameter fields to make the queries dynamic OmniRush can automatically feed relevant parameters like the contactid of the job contact for the queries to run Note Z Firm technical support
535. sh in MSCRM OmniRush Custom Ul for MSCRM The Custom Ul is a set of Z Firm provided forms that plug into the MSCRM Web Client The forms are easy to use and allow jobs to be sent to one or more contacts at a time Selecting the OmniRush option in MSCRM Contact Contact Test Microsoft Internet Explorer File Actio s Resouvces CrniPush Hep mee Eg tS ra Di 1 natun Noces 1 1 Mure Sdd eosee Cred t cere p by ele es M dd Nas i cases ing cane Fas Zuse Fax Ca Sh pment Business Phzne 7075232747 I am Ph ne Mzbi 6 P on S Acti ties Jb Tle Tech Si pper Payer Mztes l are t Aczo_nt wi read Re Ai Coctracc Address Add ess ramz PRES Chale ur Was 2 2 Postal Ide sant Ltrsct 1 Ste JIL uuni gin Size 2 Pluie Ltrset 3 addas Iype Pri are iv CU San Rasa Slut pu Mei EI state H r alte cc Freight I erms iv Stotus AC ve fpr ig ct ord The Email form looks like this allowing the user to easily select stock literature and send out 48 Administrator s Guide ScheduleOmniRushJab Microsoft Internet Explorer Onn Rush by Z2 Ti m LLC Racca Reg PEST RS PSSST SN PPE Recipient Test Caatact L te Email testzortact dsmo ret Documents Awidgat comaet nazrix f Sec or S Haan Cat nl
536. so that fax will go through Bui ld 417 NEW DID NEW NEW REVISED Hardware fax support with Brooktrout redone for efficiency GoldMine 6 0 support Nested tables in an RTF merge form should now fail gracefully h clear error Phone number formatting macros see help file Ability to send NET SEND popup message for new inbound fax to user or predefined static user Merged RTF s being emailed now can have VBA execute on them Support for Oracle9 client dll s and OCT AAV VOWEL E FIX FIX KKK FIX ED Viewer with SalesLogix CSID lookup should now work ED Printing legal size faxes Universal Client ED SalesLogix With cover notes attaches correct file TIF now Build 399 xOpen Database Connector NEW Major new feature is Pass Through SQL mode This allows the Open DBIO to connect to SQL databases that either do not support Stored Procedures or support them in odd way to be scr integrated with OmniRush Tested platforms with sample ipts are Pervasive MySQL PostGres 425 OmniRush Administration amp User Manual Build 394 x xUniversal Client FIXED Contact search index is sticky FIXED Can invoke Job History from the system tray menu FIXED DBIO is properly autodetected and should not need to be set in settings FIXED GoldMine v6 support FIXED error save rasterized file into fo
537. some numbers could be forwarded by email to a user and another number could auto print on a laser printer See the reference document on DID for more information OmniRush Server Clustering OmniRush is often used in high volume marketing situations To allow performance to scale OmniRush takes advantage of the following performance techniques 37 OmniRush Administration amp User Manual Multi Threaded Architecture OmniRush is multi threaded and benefits from multiple CPU s and additional RAM on a single PC Clustering OmniRush allows multiple PC s to work together as a server cluster A cluster of PC s can spread the work load across multiple PC s to increase throughput In todays era of low cost PC s three or four low cost systems with 128 or 256MB or RAM each can deliver incredible throughput at a very low cost Whenever a new OmniRush Module is created you are prompted which OmniRush Server PC you want to install on In a single Server PC installation only one PC will be listed Clustering requires an appropriate cluster license from Z Firm How OmniRush is Licensed OmniRush is licensed based on Features licensed e g number of fax lines number of shipper accounts PDF features etc Type of database being serviced CRM System type CRM user count SQL system type etc Number of databases being serviced Number of Server Cluster Members Optional features OmniFush is licensed by function 38
538. sql techinfo development 2000 MSDE2000 asp http www microsoft com sql techinfo development 2000 MSDEintegration asp 337 Technical Reference CRM Technical Discussions Backing Up CRM Systems Possible Issue on GoldMine dBase Backup Gives Errors Because OmniRush Has Files Open There are these options e Run Open File Manager on your NT or Netware server to enable safe backup of all open files e Manually STOP OmniRush at night e Automatically STOP OmniRush at night with built in OmniRush scheduler e Automatically STOP OmniRush at night with a batch file ORNETSTOP and your own scheduler or the Windows2000 scheduler service e Enable your backup software to back up open files Open File Manager dBase Users Z Firm strongly recommends Open File Manager OFM or similar technology Why the big deal about open file manager Because 1 It works great 2 It can solve ALL GoldMine dBase related backup issues GoldMine s GoldSync and Automated Processes will also hold files open 3 It resolves other backup problems unrelated to GoldMine or OmniRush 4 It is the only complete solution to file based backup we are aware of Some backup software has Open File Manager type technology built in and that should be considered an equal solution Using OFM open files on the system can be backed up safely so even if a user stays logged in or GoldSync is running you will be covered Download the OFM demo from www stbernard
539. ss commonly needed functionality No matter which platform used review all the merge codes here to see how flexible OmniRush merging is Many of these examples can be pasted in to the OmniRush Administrator to get you running immediately Quick List All SQL Platforms Future Date amp Date Calculation Formatting Returned Data Conditional Data How to back fill a merge value in case field is NULL or empty Stored Procedure Merge Examples Stored Procedure Merge Examples Advanced Example 1 GoldMine SQL Count of records Most Recent Appointment from History Detail Profile records of type Serial Number History Records of Specific ACTVCODE Conditional Data How to back fill a merge value in case field is NULL or empty Merge Referred Contacts Merge Opportunity Information SalesLogix Merging Account Manager Information Microsoft CRM v1 x Merge Business Unit Name Future Date amp Date Calculation 195 OmniRush Administration amp User Manual Microsoft SQL Server and Oracle have a number of date functions that can be called from a merge code The simplest need is often just to merge a date that is a few weeks in the future For example a marketing campaign might email or fax out coupons that are good for only one week Or a special offer might want to loudly proclaim Expires on lt 7 days from transmission date gt These examples are based on MS SQL Server Oracle users please consult the Oracle PL SQL documentation
540. st setting the internal location for the file with the El button and then click the l browse button to find the file externally Note that OmniRush installs with a sample cover page in the samples generic folder You can always edit this cover page to meet your needs For fast setup navigate to this sample cover page and customize it later after the system is running Internal or External master document source New users should keep the default of external See the section in Concepts for a full discussion Scheduling of External Files is This is a security setting that can be used to restrict users to scheduling documents in the internal document store Full explanation Advanced Job Notes Processing Enables processing of OXP files and advanced notes processing including XML The story Convert HTML Notes to Text Some systems e g GoldMine v6 x some open SQL systems store the text in job notes as HTML This option causes OmniRush to extract the text from the notes block 84 Administrator s Guide Internal Merge Codes Used for highly advanced passing of parameters from the CRM SQL database to OmniRush tracks and modules The story Edit Merge Codes This button offers access to the Merge Code Configuration screen also available from the File Merge Codes menu in Administrator See the section on Merge Codes Database Connector Extended Settings For Advanced Users These settings are almost never changed
541. t VBA Best Practices VBA Best Practices Test code thoroughly Catch and handle exceptions Be sure code executes in under 10 seconds or OmniRush may time out the job Do not use the OmniRush odbc driver to query the OmniRush database MSSQL ADO queries work great DDE and COM objects can be invoked without trouble Make sure to keep backup copies of the code Word Macro Writing Resources There are many books about Word VBA programming For example Visual Basic for Application Unleashed by Paul McFedries Word 97 Macro A VBA Handbook by Guy Hart Davis Microsoft Word 97 Visual Basic Step by Step Microsoft Michael Halvorson VBA Developer s Handbook Ken Getz Mike Gilbert APUN This is a catalog of word macro writing resources like books newsgroups articles etc http www practicalmacros com word_macro_resources htm Integrating via CRM Introduction OmniRush is database driven so your CRM system can trigger jobs simply by creating the appropriate record in the CRM database Any tool that can create the job record can trigger a job Several features of the CRM system are instantly leveraged 272 Developer s Guide e Automated Processes since processes can schedule activities and look for completed activities it is a powerful automation trigger for OmniRush jobs e Remote Synchronization remote users will see the central OmniRush activity and can also trigger jobs by scheduling ac
542. t auto update of Client Single file updater a A Updater setup exe A Administrator FIXED Rare List Index Out Of Bounds error in Rights Management area x xUniversal Client FIXED When launched as the result of a print client would not auto minimize to tray when cancel or send selected FIXED Error when selecting Create Linked File when faxing to multiple GoldMine contacts ee FIXED Some problems in annotations Build 481 417 OmniRush Administration amp User Manual CES SSLVER SA FIXED GoldMine jobs created wit moved to history with the PRIVAT October 2002 the PRIVATE flag were not being flag Problem introduced in Pl p FIXED Cannot insert the value NULL into column LOPRECID table GMPROD dbo CAL column does not allow nulls INSERT fails FIXED HTML Email Accented characters from French and other languages encoded in HTML similar to J amp 8217 now work properly FIXED Contact records with zipt4 entered as will now work for commerce jobs FIXED Successful commerce jobs would go to history with the resultcode ofa failed commerce job NEW Commerce jobs The transaction amount is now saved to conthist duration for GoldMine and history duration for SalesLogix x xUniversal Client FIXED If set to create a linked file on print to fax the link would be to a copy of the file in the global
543. t CRM redist bin to the c intetpub wwwroot bin on the MSCRM server Copy the files from C Program Files Z Firm LLC OmniRush Examples Sample Code Microsoft CRM redist to the c inetpub wwwroot activities omnirush directory Turn ON integration option in MSCRM configuration file Edit c intetpub wwwroot web config Change lt add key ISVIntegration value O0ff gt to lt add key ISVIntegration value 0n gt This option allows adding custom integration hooks into MSCRM web client Add hooks to OmniRush in MSCRM user interface The MSCR M integration configuration file is located at c inetpub wwwroot _resource isv config This file controls all UI add ins to MSCRM If OmniRush is the first or only custom integration form to installed in MSCRM then you can simply copy isv omnirush from OmniRush to c inetpub wwwroot _resource isv config Note this requires copying in the file and renaming it to isv config In all other cases e g where isv config is not stock but has already been modified by other customizations to MSCRM merge the OmniRush supplied isv omnirush file with the existing c inetoub wwwroot _resource isv config file See the MSCRM SDK help file http msdn microsoft com library default asp url ibrary en us crmsdk htm addingcustommenusandbuttons asp 97 OmniRush Administration amp User Manual The OmniRush Root integration block is following
544. t Raster FIXED Slower OmniRush servers may choke on native PDF conversion 427 OmniRush Administration amp User Manual FIXED XUPS Shipping Build 379 NEW New shipmen t overrid codes S Landscape PDF s sometimes printed portrait xx RELEASED AS OMNIRUSH v5 5 upcoming help file NEW Z EW mported nto ODMS Ei pi General NT Service mode works fine FIXED NEW he installer TSPrinterInstaller Sample code for new OmniRush ActiveX New amp Updated Documentation Pages in v6 NEW OmniRush Toolbar is in the installer Stock ZPK templates for Airborne shipping in installer Bridge NEW Extensive sample code for OmniRush shipment rating components is i is in the installer and New N switch to set to Universal Client There is a lot new in OmniRush v6 This partial list of new and updated documentation pages is perfect for experienced OmniRush users and administrators to get up to speed quickly 428 General Merge New Crystal Fax Microsoft DB Shipping Topics Documents Feature CRM Connectors What is New in Page Creating a Monitor Microsoft Open DBIO Shipping OmniRush v6 Oriented vs New Merge Fax Ports CRM SQL Pass Virtual HTML Document Thru SQL Tracks Merge Crystal via ADO Forms Report System PDF Crystal with Internet Connector Open DBIO UPS Require
545. t attachments to PDF Setup Detail The main thing to remember is that there is a fair amount of logic going on outside OmniRush so there are several steps needed to set this up In actuality it will probably take relatively little time Take these steps on the OmniRush Server PC Stop the OmniRush Print Module In OmniRush Administrator go to Modules Print Module PDF Set Convert to PDF as External Server Open the Windows Printers folder and install a PostScript Print Driver on LPT1 See below for discussion on specific driver to install Return to the Print Module in the OmniRush Administrator Go to the PDF tab Select the PostScript printer installed above in step 4 from the list and press Configure Accept the prompts OmniFush will rename the printer to OmniRush PostScript PON ONDA The PDF tab should now look like this Print Merge Server jel E n Type Printer rasterizer Version 6 0 0 473 Iv Mod Host PC ZF DARTH General Settings MS Word Text to Raster Acrobat PDF Print Convert to PDF type External server C Internal as graphic Input dir ps Si External server configuration is required Output dir pdf Si External server if failed then intemal Execute al Post Script printer Printer name ES ush PostScript DI Configure Add printer Help oc Apply S Cancel H Close 115 OmniRush Administration amp User Manual You a
546. t be named VISA or AMEX The notes of the Other Contact can contain C lt credit card number gt CX lt card expiration gt Once OmniRush processes a job the card number is encrypted The card can be used over and over The CAL record must be scheduled to the correct Other Contact for this to work e g Schedule an Other Action 12727 2001 e H p fmn Tips 245 OmniRush Administration amp User Manual In GoldMine jobs can be triggered via an automated process The AP can use a dbase to build the reference line and can pull the card number and expiration from contact2 fields These fields might be only available on one Fields screen that is only available to specific users GoldBox http www redstonesoftbase com can be used to transform data coming from an external source into GoldMine in such a way to create commerce jobs Driving Jobs from Processes Driving OmniRush from Sales Processes A powerful feature of OmniRush is its integration with Sales Processes Processes can trigger all OmniRush job types by either e Calling a VBA script that creates the appropriate ACTIVITY record e Scheduling a to do The VBA approach is discussed in the next page Here we discuss how to create a Process event that will trigger an OmniRush job Note that this technique can also be used to schedule jobs to a group of contacts Create a single event Process and attach it to the desired group then process al
547. t log running in application and service mode used to only post in service mode x Print to Fax Client FIXED create linked doc gets error to effect cannot find user x xUniversal Client FIXED FIXED instances NEW First name search on GoldMine SQL If Client is running and you print to it you get two Option for notes to trigger cover page in the Advanced options screen ee FIXED the CHANGED NEW KXDBIO When forwarding a fax the GoldMine email center would show fax as From the To user All lists in Viewer now show the fax description Refresh option added to menu and toolbar 439 OmniRush Administration amp User Manual FIXED If htm and pdf are scheduled together email body would not be htm FIXED SalesLogix timeless activities were still queried at the time set on the activity record Now if timeless is set the time is not used and the job will go immediately CHANGED In GoldMine mode now defaults the back user to createby ENHANCED Carriage return not allowed in pass thru field is now handled intelligently by DBIO and should not cause a job to fail xxHardware Fax FIXED Memory leak in fax simulation mode Shipping FIXED FedEx in autodetect mode would choke with error Build 332 Pee Genera LAs NEW Bridge to Optus FacSys v4 6 and higher Operates the sam
548. t system So we have arrived at the crux of the matter Page oriented tools are perfect for fax and print and fine as email attachments but if you want something pretty right in the recipient s email reader HTML is the way to go However HTML content will only be useful for email not for any other delivery system That said HTML is a great system and lets you deliver attractive flexible and powerful content into email readers Benefits of HTML Merge Forms e Deliver nice colorful merged content right into users email readers e Easily convert existing web pages into personalized merge html push content e Keeps size of email relatively small while including color graphics logos photos etc e Create cool pre populated forms that can be posted back to your database e Use powerful server side include SSI technology in OmniRush for dynamic database driven documents e Merge into links and urls for powerful subscribe unsubscribe options built right into the email Constraints of HTML Merge Forms e HTML content can be used only for email not for other transports 161 OmniRush Administration amp User Manual e Requires some access to or knowledge of company web server for storage of graphics e Requires some knowledge of HTML and web pages to use effectively e Content must be created using FrontPage DreamWeaver or other html editor Users may not be familiar with these tools e HTML is not as flexible or easy to
549. t to schedule back failed jobs this overrides the user to whom they will be scheduled back Most frequently used on fax broadcasts to automatically schedule failures to either go to a telemarketer to follow up or to automatically print GoldMine only Example use test tif FWD LOIS test tif FWD LASER will automatically print failed faxes ALL Overrides the track setting on what to do with the job on success or failure x can be C complete to history R schedule back or D delete from CRM SQL database The first position is action on success the second position is action on failure Examples FCC Job goes to history on success and failure regardless of track settings FRR Job is scheduled back on success and failure 275 OmniRush Administration amp User Manual regardless of track settings FDR Job is deleted on success and scheduled back on failure Example scenarios The fax track is set to alarm back failures You do a broadcast and want all the jobs to go to history no need for dozens of alarms You will run a query or report on history to find the failures for follow up So just on the broadcast job you put FCC on the reference line OmniFush is a print merge server You do not want all these print jobs to clutter up the database Jobs are created with FDR so that failures are scheduled back but successes are deleted from the database FAX lt value gt Overrid
550. tact the contact the job is for in the VBA macro And the answer is fr5WordMacro dll This DLL exports one function that returns a requested parameter which is a property of the job contact in your contact manager or database Example code that uses frs5WordMacro dll is here Function declaration Declare Function frGetJobParameter Lib fr5WordMacro dll ByVal AParameter As String ByVal ALength As Integer As String Function used in VBA Public Function GetJobParameter sParameter As String As String Dim sValue As String GetJobParameter sValue frGetJobParameter sParameter Len sParameter If Len sValue gt 0 And sValue lt gt Chr 0 Then GetJobParameter sValue End Function Sub zfGetFields ActiveDocument Paragraphs 1 Range InsertAfter JobID amp GetJobParameter JobID End Sub List of available parameters JobID ModulelD TrackID CTPos JobType StatMain StatSupp ExternallD QueryOn DocTypes Retries Aborted IsPrivate 270 Developer s Guide ActivityID ContactID AlertVia User SendOn FirstName MidName LastName Company Email OrgFaxNum FullFaxNum Reference PageCount CreateBy CreateOn LastBy LastOn Notes PassThru The most frequently used fields for querying the database are e ActivityID This is the activity activityid SalesLogix or cal recid GoldMine of the record that triggers the job e ContactID This is the contact contactid SalesLogix or ca
551. tact Z Firm click here VBA Document Processing OmniRush powerful VBA automation features allow you to fire VBA code to process the document prior to delivery Data Driven Compound Documents The techniques shown here enable what Z Firm calls DDECO Data Driven Compound Documents A DDECO is a document that is largely built at run time using VBA dynamic insertions the technique discussed in Merging Signature Graphics and OmniRush merging Example 1 Merging Current Inventory Information Say your firm has volatile pricing and inventory or availability on your products When you send a price sheet out you want something like Pricing and availability as of lt today say 1 15 01 gt pricing and availability subject to change call sales for latest information Widget Product Line Super Size Widget qty3 price 202 50 Regular Size Widget qty 1 price 150 00 The qty and price information might come from a mainframe or production system and is dropped as a text file each night in a directory Using dynamic insertions described here the merge file will pick up the main frame generated text file every time so it always uses the current data Further if your firm has 3 or more product lines say widget midget gidget each dropped to a separate file dynamic insertions could reference the product interest field in the database This would cause only the relevant product information data to be inserted into the document
552. tects MS Word v10 Word XP Print to Fax Client NEW Client will launch if contact manager is not running Contact manager must be started before the client is printed to however This allows Client to be in startup group NEW Job status list available from the Client System Tray menu Ke AV iewer 433 OmniRush Administration amp User Manual NEW Will launch if contact manager is not running NEW Ability to print multiple copies of a fax and page ranges NEW Better font control of text annotations NEW Rubber Stamp Annotation Tool NEW Arrow annotation tool NEW Status bar for printing opening saving NEW Closing thumbnails reduces memory use of Viewer NEW Can print individual pages page ranges and multiple copies Build 232 AeA Genera ls NEW OmniRush can coexist with Veritas Backup Exec v8 x x Enhancements for ASP Operation NEW SLGXAPI DLL can now be loaded specific to each DBIO Allows a single OmniRush server to service multiple SalesLogix installations concurrently that are not all of the same major or minor revision of SalesLogix Note Increase all BDE memory settings to run multiple DBIO s and avoid using BDE based applications on the OmniRush Server x xx Mail Module ENHANCED Logic now more closely resembles SENDMAIL E Mail module can now send to sites whose
553. ted vs HTML Merge Forms Microsoft Word Crystal Reports Microsoft FrontPage DreamWeaver HTML PDF OmniRush does all this What is the difference How to decide which format to use It is best to resolve this by asking some questions The first one is Do we care about the printed page on screen representation or both Additional questions to answer e What is the delivery method Will the document library be sent by email fax and print or just one of these e What is more important Ease of content management or ultimate presentation based on the delivery method Page Oriented Documents Page based documents start life in Microsoft Word or Crystal Reports Just about any user can create merge forms in Word and be sending them in minutes OmniRush can merge the document and deliver it via fax print or email OmniRush can be configured to merge the document convert it to PDF and then email it as an attachment Benefits of page oriented merge documents e Works with all delivery methods One set of source merge documents can be used no matter what the delivery method Most efficient way to manage content e Can be authored by anyone using Word which everyone knows e Documents can be made attractive with advanced formatting like graphics tables frames text boxes columns headers amp footers etc Documents can even include colored text and graphics which will come through as color when converted to PDF and sent as
554. tem 3 Create HTML source document in ODMS or on file system that uses the include tag 4 Schedule document through OmniRush Merge Codes Anatomy of a Merge Code Merge Codes are simply typed into the Word or HTML document Here is a merge code that is for the job recipient fullname Contact amp Contact might merge the data Joe Smith The ampersand amp is the flag that tells OmniRush this is probably a merge code You can use ampersands in your regular text without any problem Simple merge codes like Contact and amp Company are macro merge codes Macro merge codes are hard coded into OmniRush and cannot be changed OmniRush offers table oriented merge codes as well These merge codes are often referred to as alias based merge codes These merge codes are based on database queries and can be customized OmniRush includes dozens of alias merge codes out of the box and allows you to customize them and add your own For example in a SalesLogix environment amp CT_Firstname refers to the firstname field of the CONTACT table for the current job 181 OmniRush Administration amp User Manual The components are CT This is the table alias It references the OmniRush CT merge code definition CT is an out of the box merge code meaning it is automatically installed in a new OmniRush installation The CT alias is defined in the OmniRush Administrator as follows select from contact where contactid amp cont
555. tem and hardware requirements of OmniRush If you are an occasional user of FaxRush v4 x and just need some lightweight fax integration with GoldMine stick with FaxRush v4 x What is up with PDF support in OmniRush Improved PDF support has been a high priority during the development of OmniRush First some background FaxRush v4 has an optional extra cost PDF module This module offers excellent fax quality but does not support Acrobat v4 or v5 files forcing users to save PDF files as v2 or v3 OmniRush has a completely re done PDF subsystem It is also an optional extra cost feature We believe this system offers the best mix of PDF compatibility with features The OmniRush PDF module enables many different PDF functions Faxing PDF s is only one of several PDF related features enabled by the OmniRush PDF Option Some PDF features in OmniRush require both the OmniRush PDF module and additional third party software When additional third party software is required it is not included with OmniRush and is your responsibility to license Excellent PDF support is a priority at Z Firm If you have any feedback on this subject please let us know Misc Discussions FaxRush v4 x to OmniRush Upgrade Checklist GoldMine GoldMine is v5 0 or higher GoldMine on SQL is running on MSSQL v6 5 or higher 361 OmniRush Administration amp User Manual Check that the OmniRush Server PC has BDE installed locally
556. ters to make lists of records with bad email addresses and then manage these lists as a group e g delete the bad email addresses call the contacts and request correct addresses etc Internet Access Requirements In External SMTP Relay mode OmniRush needs to be able to connect to that relay server on port 25 If there is a firewall or other security device between OmniRush and the SMTP server it needs to allow this traffic to pass Also the SMTP relay must accept mail traffic for relay from the OmniRush Server Many SMTP relays are configured to only relay for mail from specific IP addresses In such a case the IP address of the OmniRush Server must be added to the SMTP relay server allowed list An excellent test for an external SMTP relay is to configure an email program like Outlook or GoldMine to use the desired SMTP relay for sending email Do this on the OmniRush Server PC 453 OmniRush Administration amp User Manual itself If the mail application can send OmniRush probably can to If the mail application cannot send focus on resolving that as OmniRush certainly will not be able to use that relay until a mail application can In Internal SMTP mode OmniRush needs to be able to access the entire internet on port 25 No inbound connectivity is needed but OmniRush must be able to access the internet If there is a firewall or other security device between OmniRush and the internet it needs to allow this traffic to pass
557. th one customer who cannot send faxes to you The OmniRush solution with the Brooktrout board offers the lowest overall cost of ownership have run my FaxRush v4 x server on Win95 win98 Why can t run my OmniRush server on Win9x 360 There are several reasons the OmniRush Server is not supported on Win9x a OmniRush has larger hardware requirements than FaxRush v4 x Most Win9x PC s would require a hardware upgrade to run OmniRush Experienced FaxRush consultants consistently prefer NT over Win9x Most of them install on NT only as a matter of personal policy Microsoft is phasing out the Win9x platform and replacing it with Windows2000 and WindowsXP OmniFush is designed to run as an NT Service which cannot be effectively done on Win9x The stability and scaleability of Win2k is much better than Win9x Technical Reference f OmniRush can run on Windows2000 Professional edition available at a moderate cost run GoldMine and FaxRush v4 x on my stand alone PC as a single user Is OmniRush for me Maybe maybe not If you do serious fax blasting and or need OmniRush to do a lot of processing printing voice shipping whatever AND you have a robust PC at least a 933 mhz with 192MB RAM you can run OmniRush on a stand alone PC The same caveats apply as with FaxRush v4 x primarily that you cannot use MS Office applications when OmniRush is processing documents Make sure your system meets the other operating sys
558. that OmniRush comes with ContactiD ModulelD Reference Notes ResultCode TrackRef UserLastBy FirstName MiddleName LastName EMail Phone FaxNo Address1 Address2 City State ZIP Country FirstName MiddleName LastName EMail Phone FaxNo OR_JobHistory Contact Reference Notes ResultCode TrackingNumber TrackRef UserLastBy Jobs are triggered by creating records in OR_Jobs The explanation of the fields in OR_Jobs JobID Must be globally unique for the lifetime of the OmniRush Server installation ContactID Must map to a record in OR_Contacts The OR_Contacts record must have the minimum 321 OmniRush Administration amp User Manual required fields for the job type being processed e g must have an email if it is an email job must have a city state zip if a shipping job etc ModulelD Used by OmniRush You should never touch this field Reference This tells OmniRush what job template to use what override values to use This can hold text that is merged into a fax or email job Holds error text if job fails ResultCode This is updated by OmniRush when a job fails with the failure code TrackRef This is critical You set this to the OmniRush track that should service the job e g EMAIL for an email job UPS for a UPS shipping job etc UserLastBy Must map to a record in OR_Users You create that record and OmniRush does the rest Here is
559. that it can connect to your SQL server using Query Analyzer e MDAC versions 2 5 2 7 and higher are supported with all versions of OmniRush The OmniRush Database Connector will walk you through a connection string wizard so once the connection parameters are at hand getting connected is simple Connection string tips a Do not route to an ODBC provider Select the Microsoft OLE DB Provider for SQL Server b Here is an example connection string Provider SQLOLEDB 1 Password Persist Security Info True User ID sa Initial Catalog omnirush Data Source localhost SQL Pass Through Details The Pass Through connector requires two settings 1 ADO Connection String Press the Create Modify button configure and test the connection to the database 2 SQL Script Either use one of the sample scripts or create your own The documentation is via this link SQL MSDE and OmniRush 336 Developer s Guide MSDE is a great tool to use with OmniRush If you need to bridge OmniRush to other systems and there is no SQL Server or Oracle system around you can use MSDE as the data engine It is easy to implement and freely redistributable OmniRush integrates with MSDE just as it does with Microsoft SQL Server so you can use the OmniRush SQL Server sample code with MSDE For information on MSDE please follow these links http www fawcette com dotnetmag 2001_ 12 online online_eprods sql_rjennings12_4 http www microsoft com
560. the FaxRush v4 Server can stay in service and run concurrently with OmniRush if OmniRush is installed onto its own PC discussion here e OmniRush is compatible with FaxRush v4 e RTF merge forms e TIF files e v4 Print to Fax Client for GoldMine e v4 Rasterizer utility e Remote Sync utility mscheduler e outfax directory and logic e FRP files e OmniRush installs with the same extended merge aliases as v4 Documents built with stock FaxRush v4 merge macros and aliases should run unmodified with OmniRush 41 OmniRush Administration amp User Manual Custom merge aliases made in v4 can be brought into OmniRush either by manually cutting and pasting in the SQL or with a one time alias import via the OmniRush Admin application OmniRush is compatible with all Brooktrout models supported by FaxRush v4 x GoldMine and SalesLogix Processes configured for FaxRush can also work with OmniRush SalesMagic and other toolbar systems made to drive FaxRush can also drive OmniRush Incompatibilities OmniRush includes a completely re written Viewer The FaxRush v4 Viewer is not aware of and cannot manage the OmniRush received fax queue The v4 Viewer can be preserved and remain associated with TIF files if desired or the Wang Kodak in Windows2000 Imaging part of Windows can be associated with TIF files or the new OmniRush Viewer can be associated with TIF files The Release 1 OmniRush Print to Fax Client for GoldMine does not int
561. the Z Firm DBEngine Steps 2 0 00 NO OVE Nas 0 7 Back up the OmniRush hard drive Shut down OmniRush client applications on all client PC s On the OmniRush Server PC start the OmniRush Administrator Select File Administrator Settings Go to the Rename Server tab The old PC name should appear in the list of Available Servers Select the old PC name and press the Rename Server button Exit the Administrator and reboot the PC Log into the OmniRush Administrator and start up modules Confirm proper server operation On Client PC s the connect ini may need to be adjusted This file is usually in this directory C Program Files Z Firm LLC OmniRush DB Client and it contains an entry Host lt OmniRush Server PC Name or IP Address gt The Host entry may need to be changed to the new OmniRush Server PC name or IP Address The connect ini is the same on all client PC s and once it has been changed and tested on one client PC it can be copied to the other client PC s How OmniRush Finds Job Files 1 a By fully qualified external path and file name Example h office faxfiles widg lit rtf The server will search ODMS for a document with a file name and external path matching exactly the specified file name If the file cannot be found in ODMS the server will look for itin the specified directory as seen from the perspective of the server PC and import it if found Note It is recommended to specify externa
562. the date and time on the OmniRush PC It may be off e g set in the past which will cause it not to see jobs 6 Use sql monitor to see the queries that OmniRush is doing on the database This can give you a clue what is wrong 7 Ballpark the query Using isql do SELECT FROM SYSDBA ACTIVITY WHERE CATEGORY FAX or whatever query is appropriate for your database and see if you get hits Software Network and Environment Discussion Networking Discussions Networking Details OmniRush is designed to operate on a TCPIP network that can be homogeneous e g 100 Windows PC s or heterogeneous e g a mix of Windows Netware Unix Linux etc systems In either event OmniRush does make some assumptions about your network In most all cases this will already be true of your network without any additional configuration required However for problem sites or thorough planning here are the network requirements Name to Address Resolution OmniRush assumes that all PC s involved can resolve each other s PC name to a reachable IP address The PC s involved include the OmniRush Server PC Client PC s that run the OmniRush Administrator or any of the OmniRush client applications This can be done via any name resolution mechanism e g WINS DNS hosts file etc The grunt test is using the command line ping utility The OmniRush Server PC and all the client PC s should be able to ping each other by name e g from all client sta
563. the folder Administrator Settings Server Communication This configures how Administrator communicates with Launcher The following recommendations apply Use Point to Point if e Administrator is on a different IP subnet than the OmniRush Server e f only one or two stations at a time will use Administrator Use Broadcast if e Administrator is on the same subnet as the OmniRush Server e Multiple users will manage OmniRush Modules concurrently Deon to Point is a recommended setting 154 User s Guide A Administrator communicates with the Launcher on UDP port 1721 Both the client PC where Administrator is run and the OmniRush Server PC must allow this traffic to pass Mouse Drag Behavior These settings control dragging behavior out of the Administrator Documents branch to GoldMine Explorer and other programs Rename Server KKK d Caution Misuse of this option can disable your OmniRush Server This is only to be used if the server PC name is changed or an OmniRush installation is restored to a different PC e Run Administrator on the OmniRush Server PC e Select the server from the list the old server name will be listed e Press Rename This will prompt before setting the OmniRush server name to the current PC name e The OmniRush Server PC should be rebooted OmniRush Managed Documents Drag amp Drop with Administrator Files can be dragged in and out of the OmniRush Document Management system This
564. the legal size handling work Dialing Configuration File predial ini Dialing Terms The Dialing Configuration File DCF Suffix Dialing Advanced Use Configuring the DCF in OmniRush Monitoring and Troubleshooting Note Simple dialing takes two forms 1 All numbers in a given area code are dialed as local calls 7 digit dial all calls outside that area code are dialed as 1 10 digits standard long distance 2 All numbers are dialed as 1 10 digits regardless of area code Simple dialing can be established simply by setting either the local area code in the fax module for method 1 above or by setting a bogus area code like 999 or 000 to achieve dialing like method 2 above For more flexible or convoluted dialing keep reading Terms OmniRush offers a range of dialing options These range from the simple dial 9 before the number to the very complex e g some local calls are dialed with area code other local calls are dialed with 1 area code and other local calls are dialed with 7 digits First let s clarify terms A U S phone number has three components 707 543 2747 The first portion is the area code the next three digits are the exchange and the last four digits are the number This is approximate In many cases the exchange is taken only by the first one or two digits the balance constituting the number however the phone number is written the same way with a three digit
565. the merge codes noted below note they are case sensitive The CC Notification option allows an email message to be copied to a static email or list of email addresses separated by a semicolon Notification Merge Codes These codes are case sensitive Enter into the notification area in the correct case shown below FirstName LastName MiddleName Company TrackingNumber CurrentDateTime CurrentDate CurrentTime TrackingURL This is the complete URL to track the package with a single click Notes This passes Job notes if any into the email New shipping tracks get a default message similar to this Dear FirstName Notes Please use the following url to track your shipment 136 Administrator s Guide TrackingURL lt Put your signature here gt Edit this to taste Address Time Tab e The Ship From address is optional If set it will override the FROM address set in ShipRush e Settlement Time This sets when end of day will be processed e Use contact account shipping address instead of primary address This applies to SalesLogix only By default OmniRush uses the address marked as Primary as the shipping address When this option is set OmniRush will use the SalesLogix address marked as the Shipping address for the shipment Advanced Tab Options to set e Add email notation to history record This adds extra text to the history record noting that an email notification was se
566. the page margins to 0 1 inches for top bottom left and right 5 Make the template by inserting codes e g amp NameAddress amp FX_Ref The amp FX_Ref is for the enclosure list 6 Save the template and schedule to the OmniRush CoStar track you created in step 5 above See the Examples directory under the OmniRush directory by default c Program Files Z Firm LLC OmniRush Examples Label Printing Examples for a zip file containing sample label templates for thermal label printers Printing Labels on Impact Printer The key to tractor fed impact labels is e Use only one up labels e g stock that is one label wide e Create the template in Word that has the paper set to the size of the label stock e Print some tests from Word interactively to make sure the template is the right size and that the printer properly positions to the top of the next label Printing Multiple Paper Sizes or Forms The best method is to set up a single laser printer with all the forms mounted concurrently For example e Power envelope feeder e Legal paper e Letter paper Allin place at all times Merge documents can then be multi page documents with different page sizes for each page see the example file letter3 rtf for an example of this The proper pages will pull from the printer in a single pass Alternately multiple files can be sent to the printer and each will pull the correct paper 408 Technical Reference To set tem
567. the page on optimizing templates for more information gt Note that fax content can impact performance A typical page of text will transmit in 30 60 seconds Documents that have photos color images or shades like background color can take much longer to transmit If PDF s are heavily used consider setting the conversion contrast to 75 or 100 Venali Users The Packaged Upload setting is applicable if you send static documents e g PDF or TIF files OmniRush Server If performance is important a fast CPU and sufficient memory are also important OmniRush can chug along on yesterday s hardware but throughput will not be optimized until you give OmniRush at least 1ghz of CPU and 256MB RAM OmniRush Track Settings Set the Max Queue Size to 150 or 250 Internet Connection OmniRush performance tests are done with 64kb and 128kb clear channel paths to the internet Make sure the internet connection is not completely bogged down If users are watching videos or other high bandwidth apps over the internet link throughput will suffer SMTP Relay If Easylink is used and the OmniRush internet fax module is set to use an external SMTP Relay that relay can be a bottleneck Make sure it is tuned for speed and has lots of free disk space Better yet let OmniRush run direct and configure the internet fax module without 445 OmniRush Administration amp User Manual that external SMTP relay If throughput is important cut out the externa
568. ther the sample scripts or your customized live scripts follow these steps 327 OmniRush Administration amp User Manual Prerequisites 1 All SP names MUST BE exactly the same as in the specification 2 All field names and data types MUST BE exactly the same as in the specification If you are not going to use some fields then just leave them blank but don t remove from SP header 3 CustomField1 and CustomField2 MUST BE of char or varchar or text blob data type and COULD have any size Notes Stored procedures have different prefix for Oracle and ADO ADO flavor expects as a first character of each SP parameter Oracle flavor expects s as a first character of each SP parameter Testing and debugging SP We assume that you have Interactive SQL tool that allows you to execute any SP manually and see result set and output parameter values Note that the Query Analyzer that is part of MS SQL v7 does not support interactively calling sprocs that have output parameters Or you can use the OmniRush OpenDBIO_debug exe utility Following steps work with MS SQL you might need to change some syntax for Oracle Create 2 new jobs schedule activity in your host database for 2 different tracks TRACK1 and TRACK2 Then follow this sequence to make sure that your SPs really work the way OmniRush expects These steps replicate the steps OmniRush takes when it works with the database
569. tic files that are used only when designing a Crystal report They allow the report to be laid out and designed without needing to connect to the actual database OmniRush includes a full kit of TTX files for the out of box OmniRush merge codes in the C Program Files Z Firm LLC OmniRush Examples Crystal Reports TTX Files directory on the OmniRush Server TTX files have the same names as the merge alias For example the C1 TTX maps to the C1 merge alias OmniRush also allows TTX files to be created from custom merge codes The steps to create a report based on OmniRush Alias Merge Codes 1 Decide which OmniRush merge codes will be used For all Alias merge codes make sure you have the TTX files on hand If any TTX files are missing create them now Open or create the report in Crystal Select Database Add Database to Report Navigate down to More Data Sources Active Data Active Data Field Definitions Only Double click on Make New Connection to get this dialog OV OT to 165 OmniRush Administration amp User Manual 7 Navigate to the appropriate TTX files for the needed merge aliases 8 Repeat for all needed merge aliases 9 When all the needed TTX files are listed in the Data Explorer click on each of them and press Add to add the virtual data source to the report 10 Press Close on the Data Explorer 11 The Visual Linking Expert appears Generally you want NO links to be done by Crystal Delete any links automa
570. tically created by Crystal and press OK 12 Now merge code fields can be added to the report by using the Field Explorer Database Fields or via the Insert Field Object menu selection Design the report save and run through OmniRush a Note Crystal can apply its own filters to the data For example an OmniRush merge code HA might retrieve the most recent 200 history records for a contact Use this merge code in Crystal and use a Crystal filter to select on data from the most recent 7 days to further narrow what will be presented Creating TTX Files for Custom Merge Codes In the merge code administration area File Merge Codes in the OmniRush Administrator there is an Export to TTX button 5 Configure merge aliases E Add E Delete E Import 3 Export to TTX In this area select the desired merge code s to create TTX files for and then go through the wizard to connect to the database a Note A login to the SQL database will be required however the data does not need to actually return data e g it can have the where recid amp Contactid syntax and that is fine If the SQL query has syntax errors they will be noted here Correct the errors and retry Crystal with Parameterized Database Access Note Z Firm technical support cannot support parameter based reporting In a parameter based report Crystal handles all the database access queries etc The main role for OmniRush is to pass a parameter into Cryst
571. ties The best way to implement this is to create print queues on a server local to the OmniRush server and point those queues to the remote printers using TCPIP printing or protocol of your choice The queues can also be created on the OmniRush PC itself e f remote offices need to use a single OmniRush Server there are a number of possible configurations Some popular variants are e Central CRM Central OmniRush remotes run CRM application via Terminal Server or a web client No problem here to schedule activities to OmniRush e Terminal Server users can also run all the OmniRush client applications Can OmniRush Client Apps Run Across WAN In many cases yes These are client server applications and are tuned for limited bandwidth However latency is a concern Modern WAN s with 500kb s or more of bandwidth will usually work fine However Z Firm cannot offer technical support for WAN use as there are too many variables to manage Module monitoring should be turned off over WAN circuits Internet Connectivity Internet connectivity can be required by different components of OmniRush for different reasons The recommended approach is e Internet access should be transparent e g no proxy or SOCKS configuration required e Required IP ports should be open For example the E Mail Server Module will require port 25 access either e Through the firewall to the Internet if it runs with the integrated SMTP server or e To t
572. tions you should be able to successfully ping lt OmniRush Server PC name gt IP Address Allocation The OmniRush Server PC should have a static IP address This can be managed either via the PC local configuration or by assigning a permanent lease in DHCP to the OmniRush Server PC for a specific address This should be set up before any OmniRush software is installed Client PC s can use DHCP or static IP addresses Wide Area Networks and OmniRush 397 OmniRush Administration amp User Manual Distributed companies often have a WAN in place and need OmniRush to service that WAN Common needs include e CRM SQL database is in Texas but OmniRush needs to print in Texas and California e Multiple offices need to use a single OmniRush server e OmniRush administrator is in Seattle but data center where CRM OmniRush lives is in California Several rules of thumb can be used to guide the decisions on how to situate the pieces e The OmniRush Server should be on a LAN segment with the CRM SQL database It should not access the SQL database over a WAN Several users have done this successfully however the database connection can be flaky and Z Firm will not support this configuration e The CRM sync server should also be local not remote to the OmniRush Server e OmniRush can print to printers across the WAN no problem A single OmniRush server can print shipping labels or any other printables to different printers in different ci
573. tivities and syncing e Groups and filters e API s such as DDE COM and dll API s to the contact manager can be used to create OmniRush jobs In effect OmniRush offers a super high level API for faxing printing emailing shipping etc via the CRM system The Activity Record OmniRush jobs are triggered by database records in the CRM system or SQL database In the CRM environment the record is the scheduled activity e Activity in SalesLogix e CAL in GoldMine OnniRush D3 Connectar Medule I mpaled ide OrmmiRusts by Job Record in CRM or other database SalesLogx ACTIVITY table Godiving CAL table read cher Bak Cxperted by OmniRush DG Connector sack to CRM SQL Database CRM SQL Database History Record in CRM SQL SalesLogix HISTORY Gre GoildiMine CONTH ST tage It is your job to create the activity record in the CRM database Once the record is there OmniRush will do the rest There are four elements of the activity record that matter Activity Record Element OmniRush Role Date Time activity is scheduled Controls when OmniRush imports the job Jobs can be for set in the future simply by setting this to the desired date time OmniRush will pick up all jobs with a date time less than or equal to now 273 OmniRush Administration amp User Manual Track for the Job The OmniRush Track Host Reference Controls which OmniRush Track will handle the job Refere
574. to allow the notification message to be composed General Addiers Time Label M anif2s Advanced FedEx account H Metar HU Shipmen schedule actificetion Iv Tiarks _ Mall F Mailtrarck Le actibcetion Schedule natricaton Greelinas Z Firn has sent you a FedE shiament using Omni ush softwere OmniRush is sendirg you his email with the skipping details Ths shpmer is frem2 Tirm Ceatte The tasking numteris T ack ngNunb2r The message can contain the merge codes noted below note they are case sensitive The CC Notification option allows an email message to be copied to a static email or list of email addresses separated by a semicolon EE that ShipRush may be configured such that email notifications are sent to the recipient by the carrier Test out the setup to avoid duplicate notifications 133 OmniRush Administration amp User Manual Notification Merge Codes These codes are case sensitive Enter into the notification area in the correct case shown below FirstName LastName MiddleName Company TrackingNumber CurrentDateTime CurrentDate CurrentTime TrackingURL This is the complete URL to track the package with a single click Notes This passes Job notes if any into the email New shipping tracks get a default message similar to this Dear FirstName Notes Please use the following url to track your shipment TrackingURL lt Put your
575. to check the configuration Possible Applications OmniRush can be used as a powerful fax and print merge server shipping server email server etc with minimal code required on the part of the developer Applications include e A VB app that runs a series of Crystal Reports each night and wants them faxed out automatically e Generating shipments of sales samples or fulfilling orders by ground or express shipping e A mainframe that kicks out text files that need to be faxed out e An automatic fax response system driven by a simple tool bar you create e Integrating OmniRush with a web site for automatic fax and print fulfillment of product literature mailing labels etc ee sure to name files appropriately If files are generated programmatically be sure to use the F prefix Developing with OmniRush OmniRush is driven by Job records in your SQL database typically you create a new OmniRush_Jobs table How the record is created is not material to OmniRush It just needs to be there E g it could be created by a GUI or Web application a stored procedure a batch process etc There are a few minor caveats e The Job record must be linked to a record where the recipient information such as fax number address email etc is stored Unlinked Job records will not work e This means that if the job is for a destination not currently in the database your code may need to create the corresponding recipient record i
576. to its original state in the event of a problem with the upgrade e Z Firm Recommends e Reformat the hard drive reinstall Windows IE v5 or higher MS Office 2000 and the database and or CRM Client software if applicable e Alternate Plan e Uninstall FaxRush via control panel e Delete the c fr32 directory e Delete FaxRush and other unneeded printers from printers folder e Reboot system e Install OmniRush Production environments should make a copy of their production GoldMine SalesLogix to a test environment and install OmniRush into that test environment to validate the operations and features of OmniRush Sites with Netware servers should read the technical article in this help file Sites that use FRP files or make heavy use of AP tracks should read the section on drive letter references Recommended Transition Plan for Upgrading Recommended Transition Plan for FaxRush v4 Sites that are Upgrading 1 62 Install OmniRush to a new PC If Brooktrout Hardware is in use in the FaxRush v4 Server set up an Internet Fax account for the OmniRush server for at least temporary use during the transition Create new GoldMine User ID s SalesLogix Category Codes for use with OmniRush For example create new IDs FAX5 LASERS etc Note when ready to cut all the Administrator s Guide way to v4 the existing userid s can be configured in the OmniRush server so automated processes do not need modification Configure t
577. tor Aliases d Advanced topic Not needed for single database OmniRush installations Aliases are only needed when there are multiple database connectors and even then only if they are appropriate If you run multiple GoldMine contact files from a single GoldMine installation see the appropriate page in this document If you run multiple GoldMine systems SalesLogix databases SQL databases or any combination read on 85 OmniRush Administration amp User Manual When OmniRush is configured to service multiple databases you may desire to configure specific tracks to be used by each database For example you may have three databases and you want faxes sent by OmniRush to reflect the database they were sent from So you configure three fax tracks each with its own fax banner Say these fax tracks are FAXA FAXB FAXC one for each database which we will refer to as A B C Additionally you might have three UPS accounts and you configure three UPS tracks one for each account The tracks are UPSA UPSB UPSC However you want each database just to schedule to FAX or UPS In this case you use Aliases In the A database connector create two aliases UPS that points to UPSA and FAX that points to FAXA Continue in this way for the other database connectors Then in database A schedule jobs to FAXA and UPSA and in database B schedule to FAXB and UPSB etcetera This allows specific configurations to be set up for each data
578. tr netr netr nstrnsennsennnnnsstnsnnssenannns 299 Integrating Custom Fax Bridging ccccccceesseeeeeeeeeeeeeeeaeeeeaee scenes caaeeesaaeeeeneeseaeeescaeessaeeseeeeeseas 312 Introduction to Custom Fax Brdoing nenn 312 Getting Started with Bridge 314 Configuring Fax Module for Brdoimg 314 How Fax Bridging e 316 How Fax Bridging Works RECEIVING cceeeeeeeeeeeeneeeeeeeeeeeetaaeeeeetaaeeeeetaaeeeeetaeeeeeeaeeeene 319 Integrating via SQL Databases asentui a aaa eaaa a E Eea aE AA aE EEEREN 320 el Blue Tele EE 320 OmniRush Open Database Connector Stored Procedures epecicatton 327 SOL Stored Proceduresie aireari a aa n anea n A a Eau e aa erae aani 327 SQ LE Pass Thru SQL Via ADO EE 329 OIA EE 330 AAKS E0 t TIR 330 Fieldname cast ul EE 334 SQL Creating the Database Connector cent eeeeaeeeeeeeseneeeseaeeetaeeteeetenneees 334 SOL Oracle Detalls martis maiestas ra daarnaa apana nda ana aaia d A Eaa asd iaoeia nda iaaa 335 SQL Microsoft SQL Details Ae 336 SQL Pass Through Details 336 SQL MSDE and Omnibueh eee aeeeeeaeeeeeeecaeeeseaeeeeaeeseneeeseaeeesaeseeeeseneees 336 BR eler Ee 339 CRM Technical Discussions eesseesseeeseeese teeren nesr retrnstnstnstnstnsstnsstnsstusstenstensnensnnnnnnnnn ennt 339 Backing Up CRM Gvsiems 339 GoldMine RE EE 340 SQL Technical Discussion GoldMine sssssssesseesseeesresrrssrnesrnssrnssrnssrnssrnssrnssrnssrnssrnssnns 340 dBase Shutdown Considerations cccccccec
579. tructure During installation you are prompted to set to the root of this structure which defaults to c program files Z Firm LLC OmniRush This should be placed on a local hard drive that has plenty of free space 500 MB free space is the recommended minimum amount of free space as the OmniRush data store will grow over time Parts of this directory structure should also be backed up regularly The only other installation screens of note are OmniRush Configuration screen Install Optional Modules screen OmniRush Configuration Screen Gi Click on an area below for more information OmniRush Server Settings Please enter information about OmniRush Server on host TOSHBENCH M Contact Manager Settings Microsoft CRM or Open SQL GoldMine C SalesLogix M Global Settings Document Import Folder Fax and International Dial Prefix for Your area code aoe Dial out of Area Prefix fi Default dialing prefix ona Country code fi Default dialing suffix J M windows NT Services Settings Windows NT Account Password Defaults Cancel InstallShield Required settings are shown in bold Installing Server Cluster Member If you are installing a server Cluster Member be sure that e The primary OmniRush server is on line e You have already installed a Cluster enabled license on the main OmniRush server 70 Administrator s Guide e The pr
580. tting It may be necessary to change the default settings Go to Settings OmniRush tab and set Follow up category appropriately FIXI 7 D SalesLogix contact not found error FIX Gl D All other reported SalesLogix related errors Viewer FIXED Sporadic problem error printing on win98 FIX Gl D Annotated files grow in size x x xAdministrator ED In some cases a Get Latest from a folder other than the default would cause Administrator to hang Gl FIXED If a DBIO was configured with an Alias that was then deleted the DBIO could no longer be opened FIXED Possibility for multiple directory navigators when setting up GoldMine DBIO kVoice MessageBlaster NEW Support to play your own WAV files These files must be either recorded or converted using the OmniRush Universal Client Use the Tools menu FPax Module FIXED Rare sites would experience hangs in the fax module if tracks of different priorities were in use xOpen SQL Connector NEW Support for Oracle Client DLL s in addition to direct Oracle network connection supported in prior versions HTML Email Server FIXED Blank ALT tags now work FIXED Message parts order not respected for track default documents Fax Bridge Module NEW Settings for RightFax billing codes per module All OmniRush jobs will get the same billing code set Prin
581. u trigger credit card charges from database records For example you might have a sales process e g GoldMine Automated Process that triggers a periodic credit card charge Or you might have an order entry system or web site and use the database to drive OmniRush to run the credit card charge Since the charge is triggered by a record in the database anything that can create the record can trigger the charge Processes Interactive User Network web thin and wireless clients Custom code that uses the CRM API s SalesLogix custom user interfaces etc Print OmniRush can concurrently service multiple network printers for print merge OmniRush can merge print e Letters e Order forms e Complex forms e Envelopes e Mailing labels e Mailing labels with enclosure codes e Anything else you might need print merged 55 OmniRush Administration amp User Manual OmniRush can print to all kinds of printers including e Laser printers e Costar and other thermal label printers e Impact printers for multi part forms and one up mailing labels Database Print Module Connector Merges and Module gi BE Prints to a EH Printer f Connector Module exports job status to CRM CRM System stem CRM Database E Mail The OmniRush email server allows documents and messages to be sent out by email OmniRush uses a server side approach to email merge and transmission The benefits of this include e Zero overhead
582. ule an Expression D Properties Maintain new Dees Choe Press New and fill out the screen as shown 291 OmniRush Administration amp User Manual Event Properties E vent Event Description Trager Trigger on Res b s chedule an Expression C Sequential Sequence Preemptive 10 5 r Immediate X M Trigger Filter Action Perform Action a Schedule Activity Options Press the Options button and fill it in as shown Schedule Action Schedule Activity C Call Back C Message C Hei Action C Appointment C Forecast Sale fe Other User C Record owner f Assigned user Attaching user C Logged user User from field o OK Cancel Options Schedule x days into the future a From today C From trigger date Press the Activity Details button and fill it in as shown 292 OK Cancel Developer s Guide Schedule a Call KEN Dcleduke Users Resources Ayailable Time Recurring Group Schedule Primary User Contact Code Color Mike Kovacs sl H L D FAXRUSH D Feference ies pricei FAX strim contact2 gt urepfax FRBU SALLY s Date 11 3 98 E Ce TC E Duration D 4 Min D I Alarm H On L Ea Options Activity Opportunity Project T Private M Link Call x none D New D Notify amp SR The Reference line is cut off in the screen shot The full reference line is
583. ule is restarted the statistics will be reset Reporting on OmniRush Jobs Reporting on Jobs It is often useful to report on OmniRush activity This can be useful to e Report on marketing activity e Report on percentage of successful vs failed emails faxes e List contacts touched by an OmniRush communication 261 OmniRush Administration amp User Manual e etc To report on OmniRush jobs use Crystal or a similar tool to report on the history table of the CRM or SQL system OmniRush is running with For example in a SalesLogix environment this would be the History table In a GoldMine environment the Conthist table GoldMine users can also use reporting tools like MasterMine GoldMine Reporting GoldMine Groups GoldMine SQL Query GoldMine Groups You can also build GoldMine Groups based on failed and successful faxes To build a Group on successful faxes follow these steps Select View Contact Groups d 1 ilters and Groups Oy x HA Filtoro T Preview Fi Groups Group Name Code Members Dm 1 bag Wi SE IT Syne cunlacl record eel Mar Zut Relerence Right click in the area circled above and select New Group 262 User s Guide Group Profile d Group Name i Successful Faxes H Code User E PRceE Make sure to check the Build the Group box Select the Completed option as shown below Group Building Wizard REE AER Welcome to Group Building Wiza
584. upport to allow use of multiple ship from and or FEDEX shipper accounts Example UPS UPA lt value gt FEDEX SD lt value gt SAD lt value gt UPS_G ZPK VTR 101 See the complete documentation on this subject Alternate bill to UPS account duet that this account must be fully activated in ShipRush before it can be used from ShipRush Server OmniRush Accounts that will be fed in via UPA must be configured in ShipRush settings and activated which usually takes 24 hours Only then can the account be used via UPA For more dynamic bill to account options consider Virtual Tracks for a third party bill to mechanism Future ship date override codes SD is for Ship Date SAD is for Ship Add Days SD MMDDYY which must be gt Today SAD NN Requires an integer value lt 99 278 Developer s Guide Examples fedex2day frp SD 010106 print label now with ship date Jan 1 2006 fedex2day frp SAD 1 print label now with tomorrow shipping date Note it is the user s responsibility to make sure that the resulting ship date is valid for example not a Sunday or holiday FEDEX SATP lt ref1 gt lt ref2 gt Saturday Pickup Required for shipments being processed on a Saturday otherwise the FedEx server rejects the job Incurs Saturday Pickup fee unless waived by FedEx contract DHL supports two shipment reference lines per shipment The compound use of the separator ser
585. upports the use of stored procedures to grab data to be merged This opens up more flexibility as within a stored procedure you can control a large number of parameters For example Perform complex joins including conditional joins Merge default data in cases where the query finds no live data Format data especially numeric data Call extended stored procedures Control how many rows your query returns Conditionally execute other queries based on the results of the initial query etc Quick List Example 1 Example 2 Example 3 Example 4 advanced example 1 Stored Procedures also have the benefit of being pre compiled by the database server This means that performance can be better than passing a SELECT statement The steps to use stored procedures from OmniRush are as follows 1 2 204 Develop the stored procedure in ISQL Be sure to have the stored procedure accept a parameter for the accountno on GoldMine you can pass the accountno the recid of the calendar record or both On SalesLogix you can pass the contact recid account recid activity recid or any blend Test your stored procedure by executing it from ISQL and passing an accountno or recid parameter to validate the output Add a merge code to OmniRush that calls the stored procedure Create a merge form that uses the merge code Test it User s Guide In the examples we will use a simple stored procedure that pulls the very first earliest
586. urrent contact record All fields of contact2 dbf can be referenced CH Conthist dbf Pulls multiple rows of data for current contact record All fields can be referenced CL Cal dbf Pulls multiple rows of data for current contact record All fields can be referenced CS Contsupp dbf Pulls multiple rows of data for current contact record All fields can be referenced FX The CAL record that is triggering the current job All fields can be referenced HA Same as CH HU Conthist dbf Conthist records for the job creating user HUA Conthist records for job creating user that are of rectype A HUB Conthist records for job creating user that are of rectype CC HUC Conthist records for job creating user that are of rectype CO HUI Conthist records for job creating user that are of rectype Cl HUL Conthist records for job creating user that are of rectype L HUM Conthist records for job creating user that are of rectype M HUO Conthist records for job creating user that are of rectype O HUR Conthist records for job creating user that are of rectype CM HUS Conthist records for job creating user that are of rectype S HUT Conthist records for job creating user that are of rectype T LA CAL records for current contact LAA CAL records for current contact that are rectype A LAC CAL records for current contact that are rectype C LAM CAL records for current contact that are rectype M LAO CAL records for current contact that are rect
587. ush can insert different data like a different username into the path or file name for each merge document This can allow the appropriate signature bmp to be referenced on each job Steps Overall there are these steps 1 Create the kit of signature bitmaps by scanning in the signature of each user Establish a central directory and put all the files there e g oe bmp sally bmp etc Create the merge document and insert the live link to one of the bitmaps Edit the MS Word link field and insert the correct merge code in the link field 206 User s Guide 4 Test 5 Done Create The Bitmaps For discussion the bitmap directory will be omnirush sigfiles The contents of this are currently ddee bmp rafael omp sally omp tom bmp Create the Document In MS Word create the document Insert the signature by selecting Insert Picture From File Check Link to File Uncheck Save With Document Navigate to the omnirush sigfiles directory and select one of the signature files any one will do See the screen shot below from MS Word Inseit Picture HEX Look In siofles 7 amp B X Ei E Tools oe Personal Deskbop Favortes weh Feiders fe Fes of type 4 Pctures emf wnf ipc jpeg ifif jpe pna Insert Insert and Inc Press Alt F9 to toggle the field codes visible You will now see an in line code that looks like this INCLUDEPICTURE OmniRush sigfiles
588. ut if that does not work just search for 224663 or Q224663 or 262464 at www microsoft com Note This tech doc is for Word2003 Z Firm has tested that it works for Word2000 and WordxXP However to enable this feature for other versions of Word note the version number in the registry path Here are the keys for other versions of Word 169 OmniRush Administration amp User Manual For Word2000 use HKEY_CURRENT_USER Software Microsoft Office 9 0 W ord Options For WordXP use HKEY_CURRENT_USER Software Microsoft Office 10 0 Word Options For Word2003 use HKEY_CURRENT_USER Software Microsoft Office 1 1 0 Word Options Now that we are at the right key take these steps 5 6 With the Options folder key selected point to New on the Edit menu and click String Value Type ExportPictureWithMetafile and press ENTER NOTE There are no spaces in the string value name With the string value ExportPictureWithMetafile selected click Modify on the Edit menu In the Value data box type 0 NOTE Type a zero for the Value data Click OK On the Registry menu click Exit HTML Merge Email HTML Email Support OmniRush offers powerful HTML email merge The purpose of HTML Email is to allow the CRM or SQL database to trigger powerful merged HTML email messages Just as merged faxes and print jobs can be triggered from the CRM SQL database merged HTML emails can also be sent The HTML feature set offers 170
589. value and shipment reference UserLastBy ADMIN This is the from information for ContactID Cl This is the ContactID of a 233 OmniRush Administration amp User Manual the job Not really relevant for a shipment job TrackRef UPS This sets the OmniRush track that will service the job What OmniRush Does OmniRush takes the template applies the overrides in this case weight and value and merges in the contact data from the database It then e Prints the bar coded shipping label e Optionally sends a notification to the recipient that a shipment is on the way including the tracking number if the shipping track is configured to do so e Logs the shipment to history see below Tracking and Managing the Shipment The history record has the complete details of the shipment Here is a typical history record notes block OMNIRUSH RESULT Reference Client CSC Peak Sales TruFax PCI ugn zpk WGT 2 To track your UPS shipment please browse to the following URL http wwwapps ups com etracking tracking cgi tracknum 1Z999999034 1000670 Ship UPS Ground Tracking 129999990341000670 Courtesy estimate of charges 4 09 UPS transaction successful label printed on LPT1 USER NOTES This allows easy tracking of the shipment The ShipRush UPS module also prints a shipping manifest each day with a list of all the shipments for the day This list
590. ve file bk oO bh Either save to the default document import directory or save it to a work folder and drag it into the OmniRush Administrator 5 Schedule a job with this file 162 User s Guide The pages that follow discuss creating merge documents and custom merge aliases in detail This graphic previews some of the details of merging Viacro merge codes ar processed instantly without further database access able merge codes que the database based on the table alias in the merge code 15 2001 amp NameAddress Dear amp Firstname We are pleased to renew your maintenance contract for the price of amp AC_RenewPrice As you know the maintenance plan for amp Company expires on amp AC_MaintExpire If we do not hear from you within two w the policy will renew automatically as described in our service agreement eks Sincerely erged data may be longer or shorter than the merge codes The paragraph will automatically reformat to match the data length amp UserFullName Crystal RPT Files Crystal Reports Introduction Introduction 163 OmniRush Administration amp User Manual Crystal reports is a powerful database reporting program and is widely used by developers and database administrators OmniRush allows Crystal RPT files to be merged and emailed faxed or printed This allows users to create merge templates in Crystal and use OmniRu
591. ves this purpose Example airb_2day frp WGT 5 VAL 1000 reference 1 description 2 Note that if description 2 is not populated and the shipment value is over 5000 reference 1 will be copied automatically into the description 2 field by OmniRush If there is no reference at all a shipment with a declared value of over 5000 will fail with an error Each reference element is limited to 25 characters in length CREDIT CO lt value gt Sets the credit card operation e g purchase ticket etc CARD P Purchase the usual way to charge F Force R Return V Void A Authorize S Settle This must be upper case CREDIT C lt value gt Sets the credit card number to charge Should be numeric no CARD spaces or punctuation Example C 1111222233334444 CREDIT CX lt value gt Expiration of the credit card Four digit numeric only CARD Example CX 1003 Is for October 2003 CREDIT C lt value gt Sets the dollar amount of the transaction Example CARD CREDIT APR lt value gt C 55 44 Is for 55 44 H the transaction needs to be forced this is for the approval 279 OmniRush Administration amp User Manual CARD number This tag is required on Return and Void transactions When processing a Return or Void this would be set to match the original purchase approval number so that the Void Return can be applied to the correct transaction Example APR 646464 CREDIT PO lt v
592. vities for the current contact ACA Association records where the FromID is the current contact ACC Activities for the current contact of type Phone Call ACF Association records where the TolD is the current contact ACM Activities for the current contact of type Meeting ACO Opportunities for the current contact ACT Activities for the current contact of type To Do AD Primary record for the current contact from the Address table ASS A flat record that has all the fields from the contact and account tables that are referred FROM the current contact AU Activity records from the current user HA History records for the current account HAC History records for the current account of type phone call HAM History records for the current account of type Meeting HAT History records for the current account of type To Do HC History records for the current contact HCC History records for the current contact of type Phone Call HCM History records for the current contact of type Meeting HCN History records for the current contact of type Note HCT History records for the current contact of type To Do OCI Opportunity fields for the opportunityid set on the activity record that triggers the job OCM Competitor records for the opportunityid set on the activity record that triggers the job RAC The R codes are Oracle versions of some of the above codes See the Merge Code configuration screen in the OmniRush Administrator for details RAM
593. voice job or just user notes The notes may appear on a Fax cover page or in the history record created for in the host contact manager after the job is completed wsDocuments One or more documents to be scheduled with the job Multiple documents must be separated by semi colons Documents can be specified by their external file name or by their record ID in the OmniRush repository which may be obtained by browsing with a frTreeViewEdit to a given document and reading the Value property wsOnDate Date and time on which the job should be executed by the OmniRush server The format of the string depends on Date Time short format settings on the local machine wsJobID Job ID of the newly inserted job if the operation was successful procedure Login Description Connects to OmniRush server Servername Username etc properties from Properties common to all 3 ActiveX controls section of this doc must be set properly before function call procedure Logout Description Disconnects from OmniRush server procedure RefreshTracks Description Rereads all tracks from OmniRush database You can access track properties later by using GetTrackXXX functions See also GetTrackXxXxX procedure SetContactFieldByName iContact SYSINT const wsFieldName WideString const wsValue WideString Description Sets the value of the contact field specified by FieldName iContact Index of contact in the internal contact list w
594. w empty restructured database restore data to new structure Backing Up the OmniRush Document Store There are no utilities for backing up the document store This is the responsibility of the system administrator Backing Up the UPS Shipping Server State Data If using the UPS shipping module of OmniRush this state data is held in the ShipRush installation on the OmniRush Server PC Use the ShipRush utilities to make backups of the shipping data Note that to enable a full system recovery the save system state feature must be used Note UPS state data is not mission critical to restoring an OmniRush system as the shipping components can be reinstalled and that OmniRush can be restored without a backup of the shipping state data However having the data on hand can help recreate a system in the event of a system failure or migration Z Firm Recommended Backup Strategy All sites Use Ghost or similar drive image technology in the following way Before installing OmniRush Before installing any operating system upgrade or service pack Before installing OmniRush upgrades Once every 30 or 90 days for a recoverable system fall back Data Back Up Decide what is right If you use OmniRush with it set for external master documents and you do not receive faxes then the only backup necessary is of the configuration Use FR5DBUtils exe once a month and keep the backup files in a safe place If OmniRush is used with internal documents
595. ware conflict Try moving the Brooktrout board to a different PCI slot This resolves the vast majority of problems If the issue persists continue through the rest of this page for troubleshooting The most likely issues a Ports are listed when you run faxinit from a command line but OmniRush cannot detect the ports b The driver installed but the ports are not listed when you run faxinit from a command line and OmniRush cannot detect the ports Don t Do with Brooktrout 388 Technical Reference H dh even think about installing ANY drivers from ANY source for a Brooktrout board without reading the OmniRush documentation on the subject e Don t install the Brooktrout drivers from a Brooktrout supplied driver disk or download You must use only the OmniRush drivers for Brooktrout e Don t use Brooktrout drivers from another fax software package on the system with OmniRush e Don t mix board types e g TruFax and TR1034 in a single system If other Brooktrout drivers are on the system They should be completely removed before installing the OmniRush driver Whatever was used to get the drivers on the system can be used to get them off you know there are different kinds of PCI boards and slots Some PCI boards will not fit in all PCI slots See this article on the web for more information Orrurax PCI and analog TR114 PCI boards exist in two flavors 5 volt and Universal 3 3 volt 5 volt The Universal boards are usua
596. wenty seconds When processing a queue of jobs individual job latency will be significantly higher 383 OmniRush Administration amp User Manual Performance Definitions Latency This is the time from when a job is created to the time when the job has been processed by OmniRush Latency is usually expressed in seconds or minutes Shorter times give a system more of a real time or interactive feel It is normal for any system to experience increasing latency as job load increases Latency is simply the time it takes from the beginning to the end of a job These start and end times can be looked at a few different ways Job start time This could be defined as a the moment when the OmniRush job record is created in the SalesLogix or SQL database or b the moment when OmniRush first sees the job record in the database From a technical perspective there are other possible start times but the two above are most applicable to system users Job end time This can be defined as a when the job has been completed e g the fax has finished transmitting or the shipping label has been saved to disk or b when OmniRush has posted back to the external database e g SalesLogix SQL or GoldMine the job results Throughput This is the number of jobs a system can process in a given period of time usually per minute per hour or per day For example a site may need a system that can process 4000 shipments per eight hour day
597. wn Service This service is installed on OmniRush Server PC s by the OmniRush launcher When this service is started it cleanly shuts down the OmniRush services and shuts down the PC e Use the OmniRush Shutdown Trigger This is an application FR5ShutdownTrigger exe that runs in the background When either a shutdown or logout is initiated from the user session this application will intercept the shutdown request close OmniRush cleanly and shut down the PC Example GM INI For GoldMine SQL GoldMine SysDir SERVER share program files goldmine5 GoldDir MSSQL GMSQLPROD dbo COMMONDIR MSSQL GMSQLPROD dbo Notes For directories use UNC notation with trailing backslashes SQL aliases should always end in a colon SQL database owner should always be dbo Single Contact Directory Most GoldMine installations use a single SQL database for the GOLDDIR and the CONTACTDIR or CommonDir tables This is the method recommended by FrontRange and Z Firm gt Make sure BDE Aliases do not have any spaces in the Alias name However due to its dBase legacy GoldMine v4 6 x on a SQL platform can run with the GOLDDIR and CONTACTDIR in separate SQL databases or in one SQL database with two different BDE aliases pointing to it Such a configuration introduces a large number of limitations on GoldMine and even causes many features to degrade or cease to function GoldMine itself has many limitations when you use multiple contact direct
598. work at all Dragging lt GoldMine Style gt To Explorer works but a temp file might be left over if running in DR centric mode Document Packages Document kits let you easily send a package of sever documents as a single kit OmniRush supports FaxRush v4 style FRP packages see below and new OmniRush ZDF packages Often it is helpful to have several standard document kits to send out For example if your firm sells widgets and gidgets there might be four kits of literature that your sales reps need to send out Each kit would include the appropriate product brochure The reseller kits would include the special reseller price list and additional reseller information user widget user gidget reseller widget reseller gidget These kits may have some documents in common all the widget kits would have the widget brochure and others might be specific to either the product or the recipient In this case document packages can be very helpful Say the folder structure in Administrator is as follows Sales user Widget user Gidget reseller Widget reseller Gidget Now all the documents brochures price lists etc might all be in the Sales folder Using ctrl drag drag the appropriate files into the sub folders to make each sub folder a complete kit a Ctrl drag creates a link to the source document without duplicating the document itself The document tree now looks like this 156 User s Guide user
599. x shipping is to be done that 6 75 or 7 stock be used This will work for all carriers UPS shipping supports doc tab labels of the 2 and 1 2 variety see the ShipRush v3 documentation FedEx shipping supports doc tab labels of the 1 2 variety Eltron Setting Up On The Network The Eltron printer can be connected to the network using the parallel port of a network print server like the Intel Net Express or can be connected to the parallel port of a PC on the network and shared Z Firm strongly recommends stand alone network print servers such as the Intel NetExpress over PC based sharing When using a network print server the most effective mechanism is to set up the print server with an IP address and use direct TCPIP printing from the OmniRush Server to the Eltron Connecting the label printer to the network lets you put the printer where shipping is done anywhere in your organization The OmniRush Server can service multiple shipping accounts even in different cities and the Eltron printers can be printed to with IP printing over the WAN or VPN as described here If OmniRush is set up to service multiple shipper accounts a different printer can be used for each account With IP printing the printers can be in different buildings or even different cities and printing is done over the WAN or VPN If many printers or shipper accounts need to be supported consider the Virtual Track feature of OmniRush Note that Omni
600. xcept for those phone numbers that begin with 220 230 231 24 These numbers will be dialed as 7 digits If you need to dial area code number for calls in one or more area codes and 1 area code number for the rest Here is a sample PREDIAL INI that dials 10 digits for two area codes and 11 digits for the rest Prefix 281 281 713 713 The Suffix section of the predial ini works the same as the Prefix section and allows access codes and other suffixes to be dialed Be sure to use plenty of commas so that the suffix is entered when the phone system is ready for it E g if all numbers in area codes that begin with 9 need a suffix it might look like this SUFFIX 9 4477723229 Remember to set the area code in OmniRush Settings General to blank or bogus like 999 if you are using PREDIAL INI because this setting will override the predial ini behavior PREDIAL INI prefix or suffix support OmniRush supports PREDIAL INI for prefix and suffix dialing only based on the phone number area code and or exchange Refer to the GoldMine documentation on predial ini or to the documentation here for more information 366 Technical Reference Advanced Use OmniRush has several DCF features that go above and beyond the GoldMine predial ini feature Sometimes a need will arise to dial one prefix or lack of a prefix for long distance numbers but have a prefix for local numbers This example demonstrates a special extension to t
601. xport Shortcut option to export the TIF file itself which can be viewed with any utility e g Wang Kodak imaging and will sync Forwarded faxes are sent to the Goldmine user as a Goldmine email with the fax attached Viewing OmniRush Files The Viewer is used to open several file types ZID gt Looks up document by ID in the repository FRD gt Removes FRD extention and displays file specified by remaining file name TIF gt Specified by TIF ZID or ERD displays file internally Other gt specified by ZFS ZID or ERD Launches external application e g MS Word to display the file Monitoring OmniRush Monitor Fax Ports On the OmniRush Server fax ports can be monitored in real time To view fax port activity start the Fax Port Monitor from the Windows Start menu Start Programs OmniRush The display will be similar to this Umnikush I ax Fort monitor Pi Ts A Ary Pago peaty eC ee Ce eC ee Kranke Idaya dtd Send sendinn H Il 4 Il Anya III AH Tectia I anA TARAA Drooktrout J D day s 29 49 27 Send Idle 0 0 0 0 D datz 00 00 00 0 dall 00 00 00 Kanka A Idaya 24224 Ran Re riving I 1K I 1h Aaya MOI Ugovlsl METRIH Hrpmtllie bn flang Star The Fax Port Monitor can be left running all the time even if OmniRush is being turned on and off for example the Fax Port Monitor could be in the Startup group The statistics are for the current session of the OmniRush fax module When the mod
602. y with SalesLogix database structures e Familiarity with SalesLogix s Architect VBA and or DLL api The discussions here are quite high level and assume a solid foundation in SalesLogix and OmniRush on the part of the reader Possible Applications OmniRush can be used as a powerful fax and print merge server shipping server email server etc with minimal code required on the part of the developer Applications include e A VB app that runs a series of Crystal Reports each night and wants them faxed out automatically e Generating shipments of sales samples or fulfilling orders by ground or express shipping e A mainframe that kicks out text files that need to be faxed out e An automatic fax response system driven by a simple tool bar you create e Integrating OmniRush with a web site for automatic fax and print fulfillment of product literature mailing labels etc ee sure to name files appropriately If files are generated programmatically be sure to use the F prefix Developing with OmniRush OmniRush is driven by SalesLogix Activity records How the record is created is not material to OmniRush It just needs to be there There are a few minor caveats e The Activity record must be linked via the accountid and contactid to the appropriate company and contact Unlinked Activity records will not work e The CONTACT and ACCOUNT records contact company phone 1 fax fields will be referenced by the fax job for the fax banner c
603. ype O LAS CAL records for current contact that are rectype S LAT CAL records for current contact that are rectype T LU CAL records for current user LUA CAL records for current user that are rectype A LUC CAL records for current user that are rectype C LUD CAL records for current user that are rectype D LUM CAL records for current user that are rectype M LUO CAL records for current user that are rectype O LUS CAL records for current user that are rectype S LUT CAL records for current user that are rectype T SC Contsupp where rectype is C SD Contsupp where rectype is D SL Contsupp where rectype is L SP Contsupp where rectype is P SR Contsupp where rectype is R LD3 and LD7 and LD9 This is a lead sheet merge It reaches across a Referral record and pulls contact data from the referred contact Can be used to make a list of recent leads sent to a reseller LFx and LGx Also for lead sheets It reaches across a Referral record and pulls 186 contact data from the referred contact and if present forecast sales from the referred records Can be used to make a list of recent leads sent to a reseller User s Guide SalesLogix Codes OmniRush includes the following merge codes out of the box See the example template slx_mssql_demo rtf or sIx_oracle_demo rtf depending on your platform You can create additional custom codes as well See the section on creating custom merge codes On SalesLogix there are some
604. ytaiinakiara iti 344 Operating Environment 90 Oracle Merge Codes ccccceecees 211 Sales Processes i i 246 280 SalesLogix Server Side Integration 45 SalesLogix v6 Database Connector 92 Scheduing Jobs eeens 227 Scheduling OmniRush Jobs 226 Scheduling to Groupe 229 Slgxvapt OI 90 343 Software Coexistence eeseeeene 90 Support Client Integration 145 254 Supported SQL Servers n ssnneneneeeaa 90 Sync Server Same PC as OmniRush 406 Sync to All Users option 345 Sync Troubleshooting eee 345 TODO ACtiVitY 00 0 eeeeeeeeeeeeeeeeeeeeees 226 Track Aliases ennnen 93 Using Sales Drocesees 229 Web Client to Drive OmniRush 249 Sales e E 45 SalesMagic ccceceeeeceeeeeeeeeteeeeneeeeeeees 41 Sehed leS AA 148 Service Run OmniRush as an NT Service EE 404 Getiatetormat eee 188 Getbhonetormat 188 SetTimeFormat s e 188 Shipping Closing Shipping Day 236 Concepts Introduction cccccceeeeeseeeeeees 29 230 Introduction to Templates 29 230 TECH REF UPS Shipping Module 446 Understanding OmniRush Shipping 26 r 29 GONCEPIS sescnfiee eanas nu iaaea ANSE 230 Configuring and Using D RE A E E A 137 POGEX EE 132 E AE AEE 135 Configuring and Ueimg 132 Configuring and Ueimg 135 Configuring and Usimg eseese 137 Deleting Shipments eeseeseeeeene 236 Network Printers 401 OmniRush Features Reference

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