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1. Name Company ID ALL Preload Detail F4 for grid form view ge Screen Report Type Module View Update Insert Delete reas E Number 1 XT 001 00 2 XT 120 00 3 XT 200 00 4 XT 22000 5 XT 350 00 g XT 500 00 7 XT 950 00 Ea a ES O O Bd B xd xd x Hooooo SYSADMIN 7 21 2004 Install License file If you have received a licensed version of TI Server copy your TIServer lic file to the Solomon root directory Failure to install a valid license file will cause TI Server to run in Solomon s Trialloc mode which is available for only 20 accesses Attempting to start an unlicensed TI Server will display the following warning TI Server The trial period on this product has expired Please contact Computer Upgrades Inc at 781 861 0572 x702 or sales compup com to license this product 2005 Computer Upgrades Inc 5 TI Server for Solomon IV User Guide Add TI Server to the Solomon Menu 1 Open the Solomon IV xTie Delta txt file copy the contents and paste them into the Solomon Delta mnu file Be sure formatting is consistent with other modules Do not use tabs to indent lines Only use spaces 2 Save Delta mnu and exit Delta mnu Notepad File Edit Format View Help FR amp x Professional Edition Designer FPXFRX32 EXE DrillDown viewer FP Dril132 EXE Report Launcher FP Launch32 EXE 8 s amp eagate cr E agate2. Sys Database This is the Solomon System database associated with the company where imports are to occur Company ID The Company ID that Solomon is to log into for this import User ID Enter the Solomon User ID that is to be used when running Solomon screens and processes during importing This is the password associated with the User ID EMAIL ALERT FIELDS Optional Used for Sending Emails Email on Error If an Email address is entered here TI Server will send an Email to this address if there is an error when importing a file The Email will inform the recipient that there was an error and it will also include the data file and the resulting import log file as attachments There are two fields The second one can be used to CC another address Email on Success Use these fields to enter Email addresses that are to be notified each time a file is imported successfully The data file is attached to the Email 20 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Starting TI Server Notice TI Server should be started when Solomon is not running If TI Server is started while Solomon is already running it will work but doing so may use one extra Solomon user license TI Server may be started from the Solomon Toolbar however it will only run the TI Server Standard Edition and all importing will be done for the currently logged in company only even if the Multi Company Edition is installed Preferred
3. Complete EC s B C Complete 4 object s Disk free space 12 5 GB 1 58 KB BE Local intranet 1 1 Notice For more information there is a sample document included with the TI Server Installation that demonstrates how to setup and run an import xTie Tl Server Example pdf 8 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Defining Sub Directories The first step is to set up subdirectories for each queue which can represent the type of transaction that you are importing For example if you are importing customer records you might set up a subdirectory structure similar to the following F TIDATA EXPORT F TIDATA EXPORT AR F TIDATA EXPORT AR COMPLETE The FATIDATA EXPORT subdirectory would contain e Default files identified by a DFL extension Control files identified by a CTL extension Cull files identified by a CUL extension The FATIDATA EXPORT AR subdirectory would contain Data input files identified by a DTA extension e Log files identified by a LOG extension The F TIDATA EXPORT AR COMPLETE subdirectory would contain The data files that have been processed by TI Server The Data Import File The data input file is the file containing data that will be imported into Solomon This file is usually an output file created from another program This file must have a
4. TI Server Transaction Import Server User Guide ZA UPGRADES Solomon IV Integrated Product User Guide TI Server for Solomon IV O Copyright Notice Print Date November 30 2005 The information contained in this document is subject to change without notice COMPUTER UPGRADES MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIE MATERIAL INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE Computer Upgrades shall not be liable for errors contained herein or for incidental consequential damages in connection with the furnishing performance or use of this material This document contains proprietary information that is protected by copyright All rights are reserved No part of this document may be photocopied reproduced or translated without the prior written consent of Computer Upgrades Inc 2005 Computer Upgrades Inc i TI Server for Solomon IV User Guide Table of Contents What is TI Server 451k H i k xe kake ee k e eee eese esee sae ku k N sese totns nass se ses toten nass sese see ee kwa A beske eese k nasse 1 Installing TL Ser ToU Se b oes 2 Install Program Files err o ee ke nan dan Cay si kek k en ban vana b e bs HERE R cad ade k d 2 Create Tables Indexes and Stored Procedures oooooccoccconononononononononononononononononon
5. DTA extension and be uniquely identified Data input files are ASCII comma delimited files The format of these files should be identical to the structure of Solomon s Transaction Import data files The data file is placed in the data in directory as defined in the TI Server Setup screen The Control File The control file is the file that Solomon uses to process the data file This is the file that is associated with a particular Solomon screen This file must have a CTL extension These may be generated out of Solomon by using the Control Macro Generator located under the Utilities menu of the Solomon toolbar and then modified to match the fields in the data file 2005 Computer Upgrades Inc 9 TI Server for Solomon IV User Guide The Pre Process Program The Pre process program is an optional program that runs before TI Server starts importing a file This is any program created by the user to perform a specific task The Setup screen has three fields for Pre Process Post Process and Error Process and are provided to allow these programs to be incorporated into the import process A common use of the Pre Process is to manipulate the import data file to conform to the structure required by Solomon Often the application creating the import file is not able to properly format the data or it is just easier to correct the data before importing rather than at the time the data file is created Pre Processes can also be used to val
6. Crystal Reports c Program FHtes Seagate Crystal Reports TI server TI server Standard Edition xTie xT50000 EXE TI Server Multi Company Edition xTie TISERVER EXE Server Remote Control xTie xXT50000 EXE Set Initial Login Company XTieXXT51000 EXE TI Server Setup xTie xXT95000 EXE Help amp He1p Topics SIV TOC hlp Project Series Overview pmgov hlp Project Series Data Fields pmgdb hlp amp About Solomon IV About exe lt This completes the installation of TI Server 6 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV TI Server Processes Process Flow for TI Server Since TI Server is a tool designed to facilitate transaction imports into Solomon you define the individual processes that run Define sub directories for input data amp control file log file pre process program output data default file error processing cull file i Define Pre process Program Defaults Define Defaults needed file DFL Figure 2 TI Server Process Flow Pre Process amp Defaults Process Flow Diagram Pick up first Data File from Data Insert Missing Is there a In directory for A svo Information from pre process process with sort 3 Default File DFL program order 0 DTA Run Pre Process program Run Control Process for Generate Log File importing into with results of Solomon screen import LOG CTL Remove Is a Cull m
7. SMTP Server Enter the SMTP server that will be used to send Email Alerts Note that some servers will only send Emails to addresses in the same domain For example smtp hotmail com will only send Emails to username O hotmail com Some examples of SMTP servers are smtp verizon net mail yahoo com smtp comcast net smtp hotmail com mail mindspring com Port The default port for Email is 25 Only change this if your server uses a different port SMTP Authentication User Password Some SMTP servers require authentication when being accessed to send Email If necessary enter the user name and password 2005 Computer Upgrades Inc 31 TI Server for Solomon IV About Tab User Guide This screen provides information about the TI Server version number compile date licensed edition copyright support contacts sales contacts and Internet web site I TI Server Multi Company Edition Version 5 5 61 7 22 2004 2 25 18 PM Multi Company E dition Copyright 1998 2004 Computer Upgrades Inc Support 781 861 0572 702 support compup com Sales 781 861 0572 x703 sales compup com Website http www compup com Exit Tl Server 32 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Remote Control What is Remote Control If TI Server is already running at a workstation or Server it can be remotely controlled by any other location Remote Control allows any workstation to change any
8. Top Level Data Flow 2005 Computer Upgrades Inc 1 TI Server for Solomon IV User Guide Installing TI Server Notice TI Server should be installed from the workstation or Server that will be running TI Server If additional workstations will be running TI Server the installation program must be run at each workstation This installation program may be re run any time without affecting data Install Program Files 1 If TI Server has already been installed at this workstation the earlier version should be un installed by using the Control Panel Add Remove Programs 2 Execute the TI Server installation program TIServXX exe or insert the TI Server CD This step will also install all documentation WinZip Self Extractor TlServ55 exe Welcome to TI Server Installation fing for Solomon v5 5 Click the Setup button to continue Cancel About WinZip Self Extractor Y Nico Mak Computing Inc http www winzip com 3 You must change the installation directory to be the xTie directory under the Solomon root directory 2 TI Server Setup Begin the installation by clicking the button below Click this button to install TI Server software to the specified destination directory S Solomon IV xTie Change Directory Exit Setup 4 Create a desktop icon for the Solomon IV xTie TIServer exe program 2 O 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Notice The fol
9. feature or condition of TI Server including starting run mode pausing time schedule and shutting it down TI Server Transaction Import XT 500 00 Remote Control TI Server standard Edition Start Stop Options RunMedes Schedule Emal Run All Processes Once Terminate TI Server Mode AUTO Pause Processing Company 0051 TI Server is running in automatic mode Exit TI Server 0051 SYSADMIN 7 23 2004 Any number of locations can simultaneously run TI Server Remote Control TI Server will process commands in the order they are received If a Remote Control workstation terminates the TI Server they then cease to be a remote controller and become the active TI Server location Uses of Remote Control This feature is useful when The computer that is running TI Server is in a distant location on the network TI Server is running at a Server that is in a secure location or behind locked doors Individuals want to be able to initiate their own imports TI Server needs to be shut down but is currently processing a file it may not be responsive while importing but a remote workstation can always get a command through You want to monitor TI Server or check to see whether it is finished You want to view the current TI Server Activity Log without interrupting imports 2005 Computer Upgrades Inc 33 TI Server for Solomon IV User Guide Starting Remote Control To run TI Server Remote Control select
10. for each specified directory Starting Setup TI Server setup can be accessed by e Starting TI Server and clicking on the TI Server Setup button on the Options tab From the Solomon toolbar by selecting Module TI Server TI Server Setup Creating a shortcut on the workstation desktop pointing to the xTie xt95000 exe program Setup Screen Data Entry When TI Setup is started the following Screen displays Grid view Form view j TI Server Setup XT 950 00 First Prev Next Last gt TI Server Exit Setup Setup Multi Company Edition Delete New Save Detail F4 for grid form view Process ID Sort Drder Description Data In Dir 1 Import Customers CATIServerAR Customers 2 Import Vendors CATIServendPWendors 3 Import Chart of Accounts CATIServerNGLNCOA 4 1 Import Sub Accounts CATIServeiGLiSub cct 5 Import Addresses CATIServer AR Address 6 O Import Tel BUN UE 7 1 Import AR In FP rr gt i rev Next Las i 8 1 Import AP Va A Exit Setup En nea sas lt lt J gt 1 gt gt TI Server Setup Ta 3 Multi Company Edition Delete New Save 10 2 Import AR Pa T Detail F4 for arid form view 2 Tems Code Process ID 1 Multi Company Information Sort Order 2 Server Name CONTINUUM Description Terms Code Example Sys Database DemoPremierSystem50 Data In D
11. import failed The log file will contain only the unexpected entries making it easy to read and understand the problem The Cull file must have a CUL extension The Cull File contains two elements separated by a comma This file can be formatted with or without delimiters double quotes surrounding each element CULL FILE STRUCTURE Element Description _______________ Condition field This element determines how to process the text when comparing it to the log file The three possible values are Begins With Contains This text is the string that is used to compare with the entries in the log file For example if the following lines are in the cull file Command ESC Cancel was pressed Begins with Error 1002 Contains Error 1003 then the following lines in the log file will be discarded Command ESC Cancel was pressed Error 1002 Bad Instructions An error has occurred error 1003 missing data However the following line will NOT be discarded An error has occurred 1003 missing data 12 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV TI Server will read the log file after it has been culled If there are any remaining messages the process will be flagged as having errors Sample Cull File for GL Journal Transaction Imports E 01010 CUL Notepad File Edit Format View Help Begins with System Begins with Syste
12. n HERE Pa anek se kana kad ene g ve 22 i 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV TI Server Main Program Start Stop Tab e eeee eene ee eee eee enne eene reee eee ee ee ee ee ee ee ee ee ee ue 23 Automatic Mode EE 23 IE A A 23 Run Sel cted Proc sses eene cenae eerte awne hr eee kena cak eh se eerte ee one d kena re cs 24 Pause Processing Leer ere A wa ke EP e e ERREUR 24 Program Status Traffic Light Eke xek k ke keka kek k KA KAKA Ka KE enne KA KAKA KA RA 25 Options Tab iyi 43x 25x54e A 26 NIRE 26 Threshold esn ek Roa e aen n k na ked Tai anche ance ete ee 26 Discontinue after lt erfors x45x1 erede retro REE eerte dose hee ree un reat ye e hee enan ee keke 26 View Log BUON ota ere Te eet rne ree geo te re ERE eret eroe n oE ke eor iaa 27 Clear Log B tton xm mm pPppmpmmnpmm n mmnmm p mpp _ _ 27 Clear Log at Startups A 54 44445344 ette rre dika na dka N e eee ave n ra da ie j el be kya ay ke vw Erden a dekan 27 Th Server Setup Button 25 4 sr aa n A REPE REPE EE INR HER GAZ a 27 Set Initial Br utri 2 R n Modes Tabaco s Uu EUER RUNE 28 Start TI Server when Computer Starts cardin dnd pekenan rA enne ener kk n k 28 Enter Auto Mode when TI Server Starts seen 28 Minimize TI Server when Starting esses Kak Ae DERA ye eke eren enne nennen 28 Min
13. processing at time then processing will be delayed until the start time and then processing will continue indefinitely Stop processing at Will cause TI Server to stop processing files at this time If there is no Start processing at specified then TI Server will be paused indefinitely If both Start and Stop times are specified then TI Server will only process files during that window automatically starting and stopping itself every day Check the Next Day option if the Stop time is not the same day as the Start time Black out period This is used to specify a range of times when TI Server is NOT to run In the above example TI Server will process files at night 9pm 6am except for when the backup is scheduled 2am 3am Both Black out times must be specified or neither will be observed 30 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Email Tab TI Server has an internal Email engine that allows Email Alerts to be sent automatically upon either the success or failure of an import It is not necessary to have any other Email application installed TI Server will contact the specified SMTP server directly to send them The recipient may use any Email application to retrieve the Email I TI Server Multi Company Edition TI Se Wer Multi Cempany Edition Email Server Information SMTP Server smtp comcast net Port 25 SMTP Authentication if necessary User Password Exit Tl Server
14. secure encrypted form Separate licensing is needed to run the Multi Company Edition If TI Server has not been licensed to run Multi Company the fields that Multi Company uses will be unavailable 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Multi Company Initial Login When TI Server is first started you will be prompted for the Initial Login Information This is the information that TI Server will use to log in to the company that is to be checked first Subsequent re starts of TI Server will use this Initial Login information when loading Starting Multi Company Edition In order for TI Server to run in Multi Company mode it must be started before Solomon so it can control Solomon This is usually done by creating a shortcut on the workstation desktop that points to the xTie TIServer exe program When TI Server is run from the Solomon Toolbar it will only run as the Standard Edition and all importing will be done to the currently logged in company even if TI Server has been licensed for Multi Company use The TI Server main screen indicates which edition is being run 2005 Computer Upgrades Inc 17 TI Server for Solomon IV User Guide TI Server Setup TI Server Setup is where each import is defined This allows you to create a queue of processes to run transaction imports Based on the information that you enter TI Server will go through each process importing files found in the location defined
15. the option on the Solomon Toolbar in the TI Server Module section If you try to start a second instance of TI Server you will automatically be put into Remote Control Mode There will be a slight delay in communications between TI Server and the remote based on the Seconds to Sleep setting 34 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Error Messages Expired License If you receive the following error message TI Server The trial period on this product has expired Please contact Computer Upgrades Inc at 78 m 1 0572 x702 or sales compup com to license this pri you are not running in Solomon Trialloc mode or you are missing the licensing file TIServer lic This file is sent to authorized users of the TI Server product TI Server will run unregistered just like all Solomon modules when the database user count is between 1 and 20 for demonstration training and development uses only TIServer lic must be copied into the Solomon subdirectory from which you are running PARENT EXE Transaction Event Log TI Server logs all activity from button pushes to actual import results in a file named TlActvty log in the Solomon root directory This file also will contain useful information in determining what TI Server was doing when the error occurred and specific information about the error Other Error Messages Please report other error messages to Technical Support Technical Support Contact Co
16. the same data file this time by a control file that will process it through the voucher screen In theory the single dta file could be passed through as many imports as desired There are a couple other things to consider when doing this First the above method will create the vendor id in Solomon but will not fill in the vendor name address etc unless you create the voucher dta file to also contain the vendor name or any other vendor fields Then the vendor import can use these fields when creating the vendor to fill in more information The vendor name etc is not used when importing the voucher but it is included in the dta for the purpose importing more information in the vendor maintenance screen Second the voucher dta file is a multi level import file batch document transaction but the vendor file is not The vendor id and other vendor fields are only in the document level data lines Therefore the vendor control file needs to ignore the batch and transaction levels This can be done in the control file by testing on the level See the control file below for an example Third since the vendor import control file will try to process the voucher batch and transaction level lines an error will be generated on these lines Therefore you should add the following line to the CULL file so these errors are considered normal See the CULL file below for an example Begins with System Message 8021 Invalid Level specified Treated
17. the setup screen This option continuously runs though all the processes in the setup screen checking to see if data files exist Automatic mode can be cancelled by clicking on the Pause Processing Exit Windows Corner X Solomon s Toolbar Stop or by selecting a different run mode Automatic mode should be run on a dedicated workstation or on a server and is appropriate for real time processing environments This mode will import files as soon as they are placed in the import directory Run all Processes This button is will also run transaction import for each process listed in the setup screen but when all imports are complete TI Server will stop until another run mode is selected Use this option for environments where realtime processing is not desired or a dedicated workstation is not available or when imports should be accumulated during high activity periods and then processed during low use times 2005 Computer Upgrades Inc 23 TI Server for Solomon IV User Guide Run Selected Processes This button is used to run transaction import for only selected processes A screen similar to the setup screen is displayed listing all the records When you click on the Run Selected Processes button the following screen displays fh TI Server Process ID XT 350 00 Select Process ID Sort Order Description SERRE B L1 D DB Dr zd 0060 SYSADMIN 1 17 2004 Begin Process The only field that you hav
18. this field contains 6 then the values supplied are the 6th element of the input file Missing Value This value determines if a default value is needed The value in this field must match the missing value in the data file Any value can be used as long as both fields are identical For example if this value is blank then the default will only be used if the input field in blank Likewise if the value is 00 00 00 then the default will only be used if the input file has a 00 00 00 date 10 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Element Description O Default Constant If a Default Value is supplied then its value will be used to replace the original value in the data file When a default value is placed into the data file it replaces the value of the field defined in Field Name If a Default Constant is not supplied for example then TI Server will check the next element Default Field Default Field If a Default Field is supplied but the Default Constant is not its value will be used to determine which element in the data file is to replace the element in the missing value field For example if the following is in the default file 3 902 55s and the following line is in the data DTA file 002020 Y 75 3 N Bill Smith 5556 46 Then the data file would be changed as follows 002020 Y Bill Smith 75 3 N Bill Smith 5556 46 System Default If a System Default Value is s
19. 2005 Computer Upgrades Inc 19 TI Server for Solomon IV User Guide Field Name Data Out Dir Check this box if the data file should be saved and moved to a different directory after it has been processed Enter the path name where the file will be moved The path name must exist before you can enter it If the check box is not checked the data file will be deleted immediately after TI Server processes it Error Process Check this box if the program should be executed if an error occurs in the transaction import For example you may set up a process to send an e mail to a user with the error message if the transaction import fails The directory path and the name of the program must exist before you can enter it into the field Post Process Check this box if this program should execute after the transaction import process has completed For example you may want to send an e mail to a user stating that the transaction import was completed successfully This file must have an extension of EXE BAT or CMD The directory path and the name of the program must exist before you can enter it into the field MULTI COMPANY EDITION FIELDS Optional Used for Solomon Login Server Name Enter the name of the Server where the Solomon SQL databases are installed TI Server will access the specified server before logging into Solomon databases there It does not need to be the local server name TI Server can update companies on other servers
20. 904 021050556098204 09 45 54 xt50000 Multi Company Edition 09 46 27 TIServer Initiating AUTO mode 09 46 29 xt50000 Starting in AUTO mode by remote control 09 46 29 xt50000 Automatic mode selected 09 46 29 xt50000 Importing file T Solomon IV XTIE 21270 dta into screen 2127000 09 46 30 xt12000 Launching Screen 2127000 09 46 33 xt12000 Screen 2127000 closed 09 46 33 xt12000 Culling log file 21270 10g 09 46 34 xt12000 Moving datafile to T Solomon IV XTIE Completed 09 46 34 xt12000 Culled log file is empty Import Successful 09 46 34 xt50000 Import of 21270 dta completed 09 46 34 xt50000 Finished importing into 0051 09 46 34 xt50000 Processed 1 files in O minutes 09 46 34 xt50000 Average 4 seconds per file Clear Log Button This will cause the Activity Log to be reset cleared immediately Clear Log at Startup This will cause the Activity Log to be reset cleared the each time TI Server is started If this is not checked all activity will continue to be appended to the existing Activity Log TI Server Setup Button When clicked this button launches the TI Server Setup screen where the import processes are defined Use this to change import directory information create new import processes or modify Multi Company login information Set Initial Login Button This button launches the Initial Login Setup screen When starting TI Server uses this information to determine the company that Solomon is t
21. Default is 1 Discontinue after errors This is identical to the Solomon TI option This will cause the import to stop processing the current file when this many errors have occurred The import log file will not be deleted and will contain the specific error s Processing will continue with the next available import file 26 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV View Log Button TI Server maintains a time stamped activity log named TIActvty log in the Solomon root directory See sample log below TI Server records all actions it takes from button pushes to actual import results This is useful for confirming the status of imports and for determining the time certain actions take Error messages are also entered making it helpful for troubleshooting when setting up imports TlActvty log Notepad DER Edit Format View Help 09 45 47 TIServer TI Server Started 09 45 47 TIServer ParentDir C XSol55XSolomon IV 09 45 47 TIServer Version 5 5 60 7 22 2004 2 25 19 PM 09 45 47 TIServer Solomon Product Type 47 09 45 47 TIServer Logging Solomon into SOLOMON SIVSYSDEMOSTDF55 0051 09 45 52 TIServer Log in successfull 09 45 52 TIServer Starting sivApp xt50000 exe 09 45 53 xt50000 xt50000 started 09 45 53 xt50000 ParentDir C S0155 Solomon IV 09 45 54 xt50000 Product TIServerMC TIServerMC 09 45 54 xt50000 InvtId F475YJ500000003 F47UPJ500000003 09 45 54 xt50000 Serial 021050556097
22. Inc itl User Guide TI Server for Solomon IV What is TI Server TI Server is a Transaction Import Engine that automates data import into any Solomon screen It works in conjunction with Solomon s Transaction Import Manager TI TI Server corrects deficiencies in TI and adds functionality including Allows you to automatically import data into any Solomon screen without manual intervention Provides a mechanism for filling in missing data prior to processing Accepts user defined programming to pre process data Can validate data before importing or can create vendors customers etc if they don t exist Intelligently analyzes the results of a transaction import process to return meaningful errors remove spurious error messages Determines the success or failure of a transaction import process Will send email alerts upon import success and or failure Can execute other user defined programs upon success and or failure Maintains separate Activity Log with time stamped activity import results and statistics Built in scheduler allows imports to run or not run during specific times Can be instructed to start automatically whenever the server workstation is booted Can be run at any workstation or server as needed All features can be remote controlled from any other workstation location Multi Company Edition imports into multiple companies in multiple databases on multiple servers TI Server eame File Figure 1
23. Method Starting from the Desktop Follow these instructions to access TI Server both Standard and Multi Company Editions 1 Create a desktop icon to Solomon IV xTie TIServer exe 2 Close Solomon 3 Double click the desktop TI Server icon Starting from Solomon s Toolbar Follow these instructions to access TI Server Standard Edition only from the Solomon Toolbar 1 Select Module on the Solomon menu bar The module submenu displays Ko Solomon IV etm Opbon Utility Customize Help General Ledger Accounts Payable Accounts Receivable Cash Manager Financial Statement Translaton Inventory Bil of Material Work Order Order Management ko Solomon IV Memu 2 Select TI Server The TI Server submenu displays Ti Server Mult Compery Edition Server Remote Contro 3 Select TI Server Standard Edition Sat intial Login Company TI Server Setup 2005 Computer Upgrades Inc TI Server for Solomon IV User Guide Initial Login Setup When TI Server is started for the first time the following screen will display This information defines the company that TI Server is to log into first each time TI Server is started For TI Server Standard Edition this will be the company that will receive all imports For the Multi Company Edition this will be the first company checked for imports Fill in all fields as required by the Solomon login TI Server Initial Login Information m Enter the com
24. as a comment Line Fourth the sort order in TI Server setup should be set lower for the vendor import than the voucher sort order This is necessary because you want TI Server to process all vendor imports before importing the vouchers 2005 Computer Upgrades Inc 15 TI Server for Solomon IV User Guide Multi Company Edition TI Server is available in two editions Standard and Multi Company Standard vs Multi Company Edition The Standard Edition will import files into a single Solomon company Whatever company Solomon is logged into is the company that will receive the imported data The Multi Company Edition adds the capability of automatic imports into multiple Solomon IV companies This provides for importing into either multiple companies in a single Solomon IV application database or importing into companies in multiple databases Importing can also be performed to databases and companies on multiple servers This functionality is controlled by a single TI Server Multi Company Edition installation Multi Company Features TI Server MC has a component that runs as an application outside of Solomon This component is able to control Solomon by starting it up shutting it down and logging it in and out of companies It can also communicate with the actual TI Server engine running within Solomon When TI Server finds an import file that is to be imported into a different company than Solomon is currently logged into the TI S
25. display only and is automatically set to DTA All data files processed by Solomon s transaction import must have the extension DTA Control File The Control File is the file used by Solomon to process the data file This file is the control file that is associated with Solomon s screen The Control File must reside in the same directory as the data file and use the extension CTL Pre Process Check this box if a process should be run before Solomon s Transaction Import Enter the path and file name for the Pre Process program Default File Check this box if a Default file should be used when executing Solomon s Transaction Import If you are using a Default File enter the path and file name for the Default file Default files should use the extension DFL Cull File The Cull File is a file that indicates what actions should be taken against the log file The intent of this file is to remove meaningless and misleading responses generated by Solomon s Transaction Import If you are using a cull file enter the path and file name for the file The path and the file name must exist before you can enter it Cull files should use the extension CUL Log Dir This field shows the directory where the log file created by Solomon s Transaction Import should reside Enter the path for the log file This path must exist before you can enter it into the field The Log Extension automatically set to log All log files must have the extension log
26. e access to is the Select check box field To select one or multiple records for processing click the Select box for the processes to be run Checked Run the process Unchecked Do not run this process The selected processes begin running when the Begin Process button is pressed When all files have been imported for the selected processes TI Server will stop Pause Processing This button is used to pause or stop the transaction import process In this mode no files will be imported If TI Server is currently importing a file processing will pause after the current file is completed 24 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Program Status Traffic Light The current run mode and program status is displayed on the Start Stop tab of TI Server The status is indicated by both words and a Traffic Light display Status Mode AUTO Company 0060 Q Paused If the Traffic Light is red then TI Server is paused and waiting for a start mode No files will be processed when TI Server is paused O Waiting for Time or Login If TI Server has been started but the time schedule specifies a delayed start time or a future run period the status box will indicate the selected run mode and the time for which it is waiting In this case the Traffic Light will indicate yellow It will also be yellow if the current time is during the specified black out period When yellow importing will resume automatically when
27. e ec as de ege CR Ee Rege Co kK S 14 Validating Required Fields Before Import eese eese eese eee eee ee eene nennen ness ese sese ee ee ee ue 15 Multi Company Edition eee eese eee eee ee ee eene ea A d den GENE Ke e KE RADE K sepes esses sese sese sese sese sese O G 16 Standard vs Multi Company Edition ke ennt nennen enn 16 Mult Company Eeat res eret ette et e be k r di extet adek ib en P Rena et 16 Multe Company Fields eR eere ete ete e tee ee eee os IR ede ene dadan 16 Multi Company Initial LOgin cece cece cece cece cece cece zewe cece nennen n nennen nennen enne nennen va wek eee 17 Starting Multi Company Edition keke keke ke keke ke keke k k k k k k k k k k kak 17 TE Server Setup eere x e k ne r ke ke S k pn aea PERPE V k We Pn va k TE TR VE ER ekk 0 PR CE k w k erk g Se S k ke W 18 Startins Sep is 18 Setup Screen Data Entry i kena kk k kelk ak ekis s ke eel d keka a ka dek kay ka kk ku sk ak bke k ka ka 18 SEMUP FICIAS zis M D P LE 19 Startins TI O T2 ve T E 21 Preferred Method Starting from the Desktop eee k k keka k 2 Starting from Solomon s Toolbar esee eyle kan v nav k enen nemen 2 Initial Tosin UP isis ette etn e T ben
28. erver engine is instructed to stop processing and to shut down Then Solomon is logged out of the current company database and logged in to the correct company Then the TI Server engine is automatically re started and importing is resumed Importing will continue for the current company until all processing for that company is complete before TI Server will switch to another company If there are no more files to be imported Solomon will remain logged into the company where the last import was made The TI Server setup table xTie is located in the Solomon IV system database This makes the setup information always available to TI Server regardless of which database it is logged into Multi Company Fields 16 Multi Company Information The setup table has several fields that are used to identify which Server Name CONTINUUM company is to receive the import The fields also provide the M a Sys Datab DemoPremierSystem50 company login information The fields are Server Name System ys Database Application Database Name Company ID User ID and Password Company Id omo When an import file becomes available TI Server will make sure User ld SYSADMIN that Solomon is logged in to the appropriate company by instructing Password Solomon to attach to the specified server and login to the indicated database using the user id and password fields Password information is not displayed on screens and is always stored in a
29. idate data For example if you are importing Accounts Receivables invoices which are project related you may want to create a pre process which checks to see if the project exists and add it according to pre defined rules A pre process may also check other databases to add additional data to the import file See the section titled Passed Parameters for information that is passed to the Pre Process program The Default File The Default file contains default values that should be used when you are executing Solomon s transaction import The Default File must have a DFL extension and must be uniquely identified The Default file contains six elements per line that are separated by commas You may provide as many default lines as you like The default file is provided to fill in missing information in the data file with values from the default file Each record in the default file is compared with each record in the data file If a match is found the substitution takes place TI Server allows multiple changes for each record being imported The following is the format of the Default file Element Description Levels Property Identifies which record level the changes will affect For example if the user is using levelO as the key word in the default file then the data file needs to contain levelO and not the name of the field Field Number Identifies the field position of the data file that is being modified For example if
30. ifies the type of program being launched a single program could perform all three functions Program Argumenti Argument2 Pre Process PREPROC lt data file being imported gt located in the data in dir Post Process POSTPROC lt completed data file gt located in the data out dir Error Process ERRPROC lt import log file gt lt completed data file gt located in the data in dir located in the data out dir 14 O 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Validating Required Fields Before Import TI Server can be used to make sure that certain data exists in Solomon before importing There is a brief description of validating required fields in the section titled Cascading Data Files The way to make sure the vendor exists before importing a voucher is as follows The voucher data file is created with all the fields necessary to import a voucher However it is initially placed in the data in directory for importing vendors The vendor import control file is created to take the Vendld field from the voucher and import it into the vendor screen This will create the vendor if it doesn t exist When the vendor import is finished the vendor TI Server setup information data out directory is the voucher data in directory This causes the dta file to be moved from the vendor import area to the voucher import area TI Server will see the dta file in the voucher data in directory and import
31. imize Solomon Screens When Importing essere enne 29 Terminate TI Server After Processing All Files cessere 29 Verbose E09 ne e ettet e RE te ki iere eee ERE E tia 29 Schedul Ta ssns seoser esas ieSe aeS anas Sassi ASS Eees ease as Seose 30 Start PLOCESSING Ata iaaa eie ia i e datada 30 STOP processint at ette A A A e 30 Black out period LER e A 30 Email Ta i RS 31 SM EP Servers ee Sy n A Rp See im e n yn Ne Dy Ne Nan 31 POTI aeria 9 31 SMTP Authentication User PaSSWOTd keke keke ke keke kek k k k k k k k k ka ke 31 ADOUE T3D cocoa EDS EE EHE ORUM RE HEW EKE LR IKE NDS d S U EWA Ve e WEDE WE WE WE SI YEN edu K BEW e a n OK Va D 32 Remot Control fire S 33 Whats Remote Control 2 tete eer k la da convo sa mna si eke don gu wa kala sa e Su n kena aye 33 Uses of Remote Control eR e e Ee er e Ve h k wae eere epe k Helak 33 Starting Remote Control eorr reser aneian ee ae ener en 0 teneret eret enne te ee eese seen 34 Error MESSAGES vie casi sissies ce ey e here de odve nus k k rk rata we vata bare uva pav K vana ce a reve Va S be n e Eva ae KE b e l we e Se k de 35 Expired EICemse c mnn 35 Transaction Event Log deRemate E Rente mem te 35 Other Error Messages 35 is rr MET RUNS 35 2005 Computer Upgrades
32. ir C SoI50 Solomon lV Tie Companyia 0010 User Id SYSADMIN Control File C Sol50 Solomon IV xTie 21270 ctl Password Screen ID 21 270 00 Pre Proc Prog ES Email Information Default File E Email on Error Cull File C Sol50 Solomon IV xTies21270 cul E ckuczunSicompup com Log Dir CASol5O Solomon IVAxTieN zu Email on Success v Data Out Dir CASol5ONSolomon IV xTieSCompleted m Eror Proc Prog zi Post Proc Prog E SYSADMIN 3 10 2004 18 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Setup Fields Enter the information that is requested Note that all File Names must be defined before you can enter them onto this screen If a specified directory does not exist you will be prompted to create it Field Name Import File Setup Information Required Defines Import Properties Process ID This is an automatically generated field that is used to identify the current record TI Server assigns the Process ID when you save the record Sort Order This field sets the order in which the records in the grid are processed A record with the value of 0 is processed first Use this to prioritize imports i e make sure vendors are added first then vouchers This field contains a brief explanation of the process for example Customer Dune ie ee TL Da a l Dir In Dir The Data In Directory is the Tie Dada Direoor pad ed where the data files reside Data Extension This field is
33. isleading log file File defined entries via Cull File CUL program Is therea post process Pick up next Data File from Data In directory DTA Are there additional data files Run Post Process program Go to next Pick up first process with Data File from Data next lowest sort In directory for this order process DTA 2005 Computer Upgrades Inc 7 TI Server for Solomon IV User Guide Structuring Import Directories TI Server can manage the import of many types of data into Solomon Each Solomon screen is considered a different import type TI Server uses different directories to separate the different import types For example all voucher data files will be put in the 03010 directory see below and all vendor information files will be placed in the 03270 directory In AUTO mode TI Server continually monitors all directories listed in the TI Server Setup screen and will import a file as soon as it is placed in the directory After installing TI Server you need to create the directory structure that will receive the files to be imported and then run TI Server Setup to identify the files and locations that define each import type File Edit View Favorites Tools Help E Address YATIDatalSI121270 Go Folders Temporary Internet Files r TIData aL ap 03010 C3 03270 Complete EC AR 08010 08260 Ce Complete CI DefRev C3 Complete Ca InstBill
34. lowing steps can be done from any workstation or Server and only need to be done once Create Tables Indexes and Stored Procedures 1 Start MS Query Analyzer a Login to your Solomon System Database b Open Solomon IV xTie TISetup sql This is used to create a new TI Server setup table amp SQL Server Query Analyzer Query CONTINUUM DemoPremierSystem50 sa C ldp TIServe DAR n File Edit View Query Window Help E um kx amp E b mig DB DemoPremierSystem50 v TISetup sal Creates the tables indexes and stored procedures for TI Server Standard or Multi Company editions IMPORTANT Query Analyzer must be logged into your Solomon SYSTEM Database IPrint Setting up TI Server tables indexes and stored procedures Create the new xTie table PRINT Creating new TI Server Setup table lt Successfully loaded query file C Idp T1Server v5 0MC Source Addins TISetu Exec time 0 00 00 Orows Ln 1 Col 1 Connections c Execute all statements by selecting Query Execute 2 The TI Server tables should only exist in the system database If a previous version of TI Server has been installed to an application database a Open TIDelApp sql in Query Analyzer b Login to the application database where the old TI Server setup table xTie exists c Execute all statements by selecting Query Execute This will remove any old TIServer tables indexes and stored procedures d Repea
35. m Begins with System Begins with System Contains Batch Contains Detail Begins with System Begins with System Begins with System Begins with System Begins with System Contains System Message 8030 Contains System Message 8001 Message Message Message Message Message Message Message Message Message 8000 8042 8040 8011 8005 Start Processing Transaction Import Processing Database Name Begin Processing New Record Requested 23 Warning Period is not the current fiscal period 8006 8012 8029 The Number of Errors detected was 0 Completed Processing Change Existing Records Successful Processing Button CANCEL was pressed Notice For more information there is a sample document included with the TI Server Installation that shows a sample cull file xTie Tl Server Example pdf 2005 Computer Upgrades Inc 13 TI Server for Solomon IV User Guide The Processed Data File Data Out File Once a data file has been processed you may want to save it just in case there are unexpected results This file should be stored in a separate from the original data input file If no Data Out directory is specified the data file will be deleted after processing Cascading Data Files You may also use the Data Out Directory to direct the DTA file into another TI Server queue for further processing This allows a single import file to be imported into multi
36. mputer Upgrades 405 Waltham St Suite 356 Lexington MA 02421 voice 781 861 0572 x702 Internet support compup com fax 781 861 0588 sales compup com 2005 Computer Upgrades Inc 35
37. o be logged into 2005 Computer Upgrades Inc 27 TI Server for Solomon IV User Guide Run Modes Tab This screen has options that control the way TI Server is to run when starting or importing jJ TI Server Multi Company Edition j Start TI Server when Computer Starts jv Enter Auto Mode when TI Server Starts Iv Minimize TI Server When Starting Y Minimize Solomon Screens When Importing Terminate TI Server After Processing All Files Verbose Log For Technical Support Only Exit Tl Server Start TI Server when Computer Starts This will schedule TI Server to startup automatically when the computer boots Enter Auto Mode when TI Server Starts Instructs TI Server to automatically enter Auto Mode when it is started It will automatically start looking for and importing files as soon as it is started Used in conjunction with the Start TI Server when Computer Starts this will enable imports to happen whenever the computer is running even after a power fail shutdown startup After importing it will remain in Auto mode waiting for files to import Minimize TI Server when Starting This will minimize TI Server to the Windows taskbar as soon as a start mode is selected It will then remain minimized during and after importing Clicking on the taskbar will restore it 28 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV Minimize Solomon Screens When Importing When TI Server starts an impor
38. ononononananonos 3 Setup User Security i ooh iere eere t etie RA A e Re ure e ht e PARESORE ee EET 4 Tnistall License files 5 Add TI Server to the Solomon Menu cccccecececccecececececeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeess 6 TI Server Processes 555 15x540345035 585855050150552 E Va dee k kO e VE KN e VV Ke sU WW EWE ses eet n ca VE VE Se We W Hu saa LE Ve des k ye 0 EE R d 7 Process Flow Tor Tl SetVera kk meyek Okan r kenan roe Ret KE x l WEKE seinen Qese Ku SEN xe 7 Process Flow Diagrat iere etre sos ee baee et Neon WAN E RA n A kune t eei W k n ia 7 Structuring Import Ditectories rette tenete aes on LEE K weva Eee IPIE NIE Ee Fo ve W n SE 8 Defining Sub Directories eer eei ee ree eee etie pe Pene ra pee vente ERR Ue den 9 The Data Import Flessen ete cee ged eH Saka dek s ue Se eh ete ee eee ees 9 The Control File eT 9 The Pre Process Program 21500 cilek RE la NEDE K MAE ya ze in b y lan d na ek deyan 10 The DefaultsPile tsi e T u PR we ERR les talado us 10 gueule 12 The Processed Data File Data Out File kek k ke ke kek k k kk ke 14 Cascadine Data Files 3 e e eee dete eee k Hun reae ede eae WO we bal dya kn na ven ah d e 14 The Error Process PE TRE 14 ge Bue ES 14 P ssed Parametets oe eret RT rt
39. pany TI Server should log into first Server Name CONTINUUM System DB DemoPremierSystem50 Company ID jogo User ID SYSADMIN Password P Restore Prev Cancel This screen will automatically display if the information has never been entered It is workstation specific Running TI Server at a different workstation will require the information to be filled in This allows different workstations to have different initial logins You can change this information at any time You can either select Set Initial Login Company from the Solomon Toolbar or from the TI Server program main screen by going to the Options tab and clicking on the Set Initial Login button If TI Server is unable to login Solomon when starting you will also be given the opportunity to update this information 22 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV TI Server Main Program Start Stop Tab Use this screen to begin the process of transaction import Data files that are found as defined in the setup screen will be processed according to the run mode selected There are three available options for processing the data files jJ TI Server Multi Company Edition Start Stop Automatic Mode Run All Processes Once Run Selected Processes Mode AUTO iero EN TI Server is running in automatic mode Exit Tl Server Automatic Mode This button is used to run transaction import on all the processes listed in
40. ple Solomon screens For example an AP Voucher import file is created but initially placed into the VENDOR directory where it is processed through the Vendor Maintenance screen to make sure the VendID exists Then the Data Out directory places the data file into the SUBACCOUNT directory where another import will make sure that the SubAccounts exist The original import file can thus be processed to validate State codes Country codes Terms Ids Account numbers etc Then finally it is moved to the VOUCHER directory where the voucher is successfully imported because all required fields have been validated See the sections on Setting Up TI Server and Validating Required Fields Before Import for more information The Error Process The Error process file is the program that runs when an error occurs For example you may want to define a process to move the data file or trigger an alert if the import fails The Post Process The Post process is the program that runs after the transaction import is completed without error For example you may want to define a process to send e mail to a designated individual stating that the transaction import was successful or update another system with the results of the import Passed Parameters TI Server passes the following arguments to the Pre Process Post Process and Error Process programs so these programs can know what file is being imported or what log contains the errors Since Argument 1 ident
41. t for each application database that had TI Server installed 2005 Computer Upgrades Inc 3 TI Server for Solomon IV User Guide Notice Setting up user security is only necessary if Solomon users will be running TI Server If SYSADMIN will be the only ID running TI Server this step can be omitted Setup User Security 1 Start Solomon a Log into a database where TI Server has been installed The following steps only need to be done once for each Solomon system database even if more than one application database is going to use TI Server b From the Solomon Toolbar click on Utility DB Update KO Database Update DB UPD ATE Cumulative Database Updates System Database y r Selective Database Modifications Current Working File es Drive Application Databases Sc y DEMOPREMIERAPPEUV5SO a DEMOPREMIERAPP10V50 Directory Files Screen csw 1 13 2004 3 Solomon IV Begin Processing SYSADMIN 1 16 2004 c In the directory box scroll down to Solomon IVWTie and double click it d In the files box highlight screen csv e Click the Begin Processing button 2005 Computer Upgrades Inc User Guide TI Server for Solomon IV 2 Setup Solomon User Access Rights for the following programs XT00100 EXE XT12000 EXE XT20000 EXE XT22000 EXE XT35000 EXE XT50000 EXE XT95000 EXE Access Rights Maintenance 95 270 00 Type User y Group User ID CARL
42. t it will minimize the Solomon screens If this is unchecked the Solomon screens will not be minimized and the imported data will be visible as the screens are filled Terminate TI Server After Processing All Files TI Server will automatically shut itself down if there are no files available for import Verbose Log Use this only when instructed by Technical Support This option will cause TI Server to track many more actions in the Activity Log to help identify issues This log can then be emailed to Technical Support for evaluation 2005 Computer Upgrades Inc 29 TI Server for Solomon IV User Guide Schedule Tab The Schedule tab provides a means for controlling the times when TI Server will process import files It provides the ability to Start TI Server but delay importing until a certain time Specify a time that TI Server should stop processing additional import files Create an active time range when TI Server should process files Create an inactive black out time range when TI Server should not process files HA TI Server Multi Company Edition TI Se rver Multi Company E dition Active Time Window Start processing at 09 00 00 PM Stop processing at 06 00 00 AM V Next Day Inactive Time Window Black out period 02 00 00 AM 03 00 00 AM Next Day Exit Tl Server Start processing at Specifies the time that TI Server is to begin processing files If this is used without the Stop
43. the time restrictions are satisfied The light will also be yellow when the Multi Company Edition has temporarily paused processing so Solomon can be logged out of one company and into another Processing When TI Server is running and there are no restrictions on time the Traffic Light will be green Files will be imported when in this status 2005 Computer Upgrades Inc 25 TI Server for Solomon IV User Guide Options Tab I TI Server Multi Company Edition Options Import Options Seconds to Sleep 1 Threshold 1 Discontinue after 1 errors TI Server Setup Set Initial Login View Log Clear Log iw Clear Log at Startup Exit Tl Server Activity Log File Options C 4S01554S olomon IV TIActvty log Seconds to Sleep Specifies how frequently TI Server will wake up and see if there are any files to be processed It also determines how frequently it will check the time against any schedule time restrictions and how frequently it will check for any remote control commands Default is 10 seconds Threshold Determines the number of files that will be processed in a directory before looking for additional files in other directories of the same sort order level This is used to balance imports that might be otherwise delayed by one very full directory A value of one provides a round robin selection of files No files will be processed from a sort level until all lower level files are processed The
44. upplied but the Default Constant and the Default fields Field are not supplied then the value in this field indicates which system value will be used to fill in the missing value The default file will contain one of the following keywords that indicates the value to supply Today Today s date GLPer The current period of the General Ledger module APPer The current period of the Accounts Payable Module ARPer The current period of the Accounts Receivable Module INPer The current period of the Inventory Setup 2005 Computer Upgrades Inc 11 TI Server for Solomon IV User Guide The Cull File A very important part of the operation of TI Server is the Cull file This file indicates what actions should be taken against the import log file The culling process is intended to remove meaningless and misleading responses generated by Solomon s Transaction Import After culling all normal entries in the import log file will have been removed leaving only those that are not part of normal processing If all lines are culled then the import is considered successful If any lines remain in the log file then they represent the errors that occurred If there are lines remaining in the culled log file it will be left in the log directory If the import was successful the log file is deleted from the log directory This provides an easy way of monitoring imports If culling is used any log file remaining in the log directory indicates that an
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