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Difference between revisions of "EDI Integration"

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== Overview  ==
 
== Overview  ==
  
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'''Creating a connection using EDI''  
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''Creating a connection using EDI''
  
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These connections are created using the Web API, so please ensure that the "Web API Test" form is working correctly within the required TrueERP database, before attempting anything to do with the EDI integration  
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These connections are created using the Web API, so please ensure that the "'''Web API Test'''" form is working correctly within the required TrueERP database, before attempting anything to do with the EDI integration  
  
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<br>
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<u>'''</u
  
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Two Way Synchronisation works on a Push – Pull basis, meaning the Main Server Pushes All data out to a remote location and then Pulls All data back from this remote location. The disadvantage of this set up is that All of the data from both Databases needs to Synchronise which is extremely slow and in most cases not required.
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'''Two Way Synchronisation''' works on a '''Push – Pull''' basis, meaning the Main Server '''Pushes All''' data out to a remote location and then '''Pulls All''' data back from this remote location. The disadvantage of this set up is that '''All''' of the data from both Databases needs to '''Synchronise''' which is extremely slow and in most cases not required.  
  
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One Way Synchronisation of only selected data is much faster as only relevant data is Pushed to a remote location eg Product/Inventory Data and the only the required data is Pulled back eg POS / Sales Transactions  
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'''One Way Synchronisation''' of only selected data is much faster as only relevant data is '''Pushed''' to a remote location eg Product/Inventory Data and the only the required data is '''Pulled''' back eg POS / Sales Transactions  
  
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Source vs Destination
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'''Source vs Destination'''
  
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When setting up Site Config for POS the Source is the Remote Location and the Destination is the Main Server (Pulling Data)
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When setting up Site Config for '''POS''' the '''Source''' is the Remote Location and the Destination is the Main Server '''(Pulling Data)'''
  
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When setting up Site Config for Product it works in Reverse the Source is the Main Server and the Destination is the Remote Location (Pushing Data)
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When setting up Site Config for '''Product''' it works in Reverse the '''Source''' is the Main Server and the Destination is the Remote Location '''(Pushing Data)'''
  
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<br>Site Integration <br>From the Main Menu Select Utilities – Preferences <br>Select EDI and Integration and Scroll down to the Site Integration header<br>Tick the Site Integration Enabled check box and the select the desired Logging Level
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<br>'''Site Integration '''
  
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Site Integration Config<br>Select the Add button to set up a new Integration Site Configuration <br>Select the Setup button which loads an information screen with the following set up recommendations
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From the Main Menu Select '''Utilities – Preferences '''<br>Select'''EDI and Integration''' and Scroll down to the '''Site Integration''' header<br>'''Tick''' the '''Site Integration Enabled''' check box and the select the desired Logging Level
  
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1. Turn off Two Way Synch<br>2. From Head Office select POS and set time to 5 mins<br>3. From the remote site select Product and set time to 8 hours
 
  
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Fill out the Source field with the following <br>URL – URL of your Source server eg https://202.168.123.322:446<br>Database – ERP database name that changes will be read from eg sample_company <br>User – ERP user name to log into database with eg webuser<br>Password – ERP user password to log into database with eg webuser
 
  
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Fill out the Destination field with the following<br>URL – URL of your Destination server eg https://localhost:446<br>Database – ERP Database name that changes will be written to eg. sample_company<br>User – ERP user name to log into database with eg webuser<br>Password – ERP user password to log into database with eg webuser
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'''Site Integration Config'''
  
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<br>
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'''<br>Select the Add button to set up a new '''Integration Site Configuration <br>Select the '''Setup''' button which loads an information screen with the following set up recommendations
  
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<br>
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1. Turn off '''Two Way Synch'''<br>2. From Head Office select '''POS''' and set time to '''5 mins'''<br>3. From the Remote Site select '''Product''' and set time to '''8 hours'''
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Fill out the '''Source''' field with the following
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<br>'''URL''' – URL of your Source server eg https://202.168.123.322:446<br>'''Database''' – ERP database name that changes will be read from eg sample_company <br>'''User''' – ERP user name to log into database with eg webuser<br>'''Password''' – ERP user password to log into database with eg webuser
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Fill out the '''Destination''' field with the following
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'''<br>URL''' – URL of your Destination server eg https://localhost:446<br>'''Database''' – ERP Database name that changes will be written to eg. sample_company<br>'''User''' – ERP user name to log into database with eg webuser<br>'''Password''' – ERP user password to log into database with eg webuser
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<br>
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Revision as of 16:28, 20 August 2012

Overview

Creating a connection using EDI

These connections are created using the Web API, so please ensure that the "Web API Test" form is working correctly within the required TrueERP database, before attempting anything to do with the EDI integration

</u

Two Way Synchronisation works on a Push – Pull basis, meaning the Main Server Pushes All data out to a remote location and then Pulls All data back from this remote location. The disadvantage of this set up is that All of the data from both Databases needs to Synchronise which is extremely slow and in most cases not required.

One Way Synchronisation of only selected data is much faster as only relevant data is Pushed to a remote location eg Product/Inventory Data and the only the required data is Pulled back eg POS / Sales Transactions

Source vs Destination

When setting up Site Config for POS the Source is the Remote Location and the Destination is the Main Server (Pulling Data)

When setting up Site Config for Product it works in Reverse the Source is the Main Server and the Destination is the Remote Location (Pushing Data)


Site Integration

From the Main Menu Select Utilities – Preferences
SelectEDI and Integration and Scroll down to the Site Integration header
Tick the Site Integration Enabled check box and the select the desired Logging Level


Site Integration Config


Select the Add button to set up a new Integration Site Configuration
Select the Setup button which loads an information screen with the following set up recommendations

1. Turn off Two Way Synch
2. From Head Office select POS and set time to 5 mins
3. From the Remote Site select Product and set time to 8 hours


Fill out the Source field with the following


URL – URL of your Source server eg https://202.168.123.322:446
Database – ERP database name that changes will be read from eg sample_company
User – ERP user name to log into database with eg webuser
Password – ERP user password to log into database with eg webuser

Fill out the Destination field with the following


URL – URL of your Destination server eg https://localhost:446
Database – ERP Database name that changes will be written to eg. sample_company
User – ERP user name to log into database with eg webuser
Password – ERP user password to log into database with eg webuser




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