doForms Sync Save User Manual

Transcript

1 Save Sync & Introduction www.doforms.com Sync & Save allows you to connect the DoForms service ( ) with your accounting or management software. If your system can import a comma deli mited, tab delimited or fixed length file, or if you need to populate an Access, Microsoft SQL, MySQ L or Oracle table, or an Excel worksheet then ve can also automatically upload Lookup Data Sync & Save can produce the format you need. Sync & Sa from Access, Microsoft SQL, MySQL, Oracle, CSV or Excel sourc es. Resources port site: You can find more resources for Sync & Save at our sup . http://www.doforms.com/support System Requirements Operating System: Windows XP (Home or Professional), Windows • Vista (All Editions), Windows 7 (All editions) , Windows 8 (All editions except RT) Processor: 1 GHz • • RAM: 512 MB Disk Space: 20 MB • • Framework: Microsoft .Net Framework 4.0 © 2013 1 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

2 Table of Contents Introduction ... 1 Resources ... 1 System Requirements ... 1 Job List ... 3 Download Jobs ... 4 New Download Job ... 4 Download Format ... 5 Submissions ... 5 Fields ... 5 Attachments ... 6 Filter ... 7 Download Settings ... 8 General ... 8 General Options ... 8 Export ... 9 Export Options ... 9 Submission ... 10 Submission Options ... 10 Download Schedule ... 11 Download Errors ... 12 Upload Jobs ... 13 New Upload Job ... 13 Upload Settings ... 14 General ... 14 General Options ... 14 Source ... 14 Target ... 14 Upload Schedule ... 15 License... 16 Windows Task Scheduler ... 17 © 2013 2 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

3 Job List View all jobs you have configured, as well as a log of major e vents. Click Refresh to refresh the list of jobs and the log. • • Click New Download Job to create a new job to download data you have submitted. • Click New Upload Job to create a new job that will update lookup tables. • Click Edit to edit an existing job or Delete to delete the job. ange of submission is queried. For instance, • Click Run to run a job. Each time a job is run a new r if a job was last run on Thursday at 5 pm and it is curr ently Friday at 5 pm, all submissions received between Thursday at 5 pm and Friday at 5 pm will be downloaded. Jobs can also be run from the command line or scheduled. • Check off Tools | Run Scheduled Jobs to automatically r un jobs. Sync & Save must be running for scheduled jobs to run. • ation in the detailed logs. Check off Tools | Debug Mode to capture more detailed inform • Click Tools | Unicode Mode to support Unicode characters in sql database exports. Click Tools | Detailed Log... to view detailed logs. • • red by the program. Click Tools | Configuration Data... to view the data sto ve. Click Help | License to activate your copy of Sync & Sa • © 2013 3 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

4 Download Jobs New Download Job Enter the webservice ID and password that you have configured on the DoForms web site: Enter the name of the job and click Finish to add the new download job. © 2013 4 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

5 Download Format Submissions • Select a range that includes submissions for the form you ha ve chosen and click Refresh. This will populate the left half of the screen with data you hav e uploaded to DoForms. • Click Export Submissions to test the job. The job will searc h for submissions within the range set in the Submissions area of the screen. • Click Add All >> to copy all the available fields to the export format. Fields • Drag and drop elements from the Submissions tree into the E xport Format grid in order to add new submission fields to the export format. • The column numbers control the order that values will be a dded to the export file. You can drag o delete. and drop rows to reorder, or highlight a row and hit Delete t • Values in [square brackets] will be populated from form subm issions. If the label of a field on the DoForms form is changed, the value will need to be updat ed here. d more than one value to a field. For • You can enter static values in the list of values as well as ad example: “[LastName], [FirstName]” If you are setting up a fixed width export, then configure th e length of the field and whether it • should be left justified. If the data received in the submission is longer than this length, then it will be truncated. • If desired, enter the column name in the Name field. Standard arithmetic operators can be used on fields that wil • l contain numeric values. Check the “Calc” checkbox to evaluate the field. For example: “[Q uantity]*[Cost of Part]”. • Select the correct data type for each field. © 2013 5 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

6 Attachments Drag an attachment field into the Attachment column to exp • ort that image. Available fields will display (Attachment) after the field name. Configure the export path for the attachment. Placeholder • values can be added to the path (both file name and folder) using drag and drop. Make sure the Export Path will evaluate to a valid path . If more than one attachment would • evaluate to the same path, then Sync & Save will automatic ally make the paths unique by adding a number to the end of the file name. © 2013 6 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

7 Filter If any filter expression is entered, it must be true for the rec ord to be exported. If no filter expression is entered then all records received will be exported. single quotes: All values that you expect to be text should be surrounded by '[UserName]'='[email protected]' • If you expect the value to be a number, you do not need to surround it in quotes: [phonenumber]=5094698841 • All date and time values should be surrounded with sharps: #[BirthDate]# > #1/1/2012# • renthesis. Note: The keywords "and" and You can combine formulas using "and" and "or" as well as pa "or" must be lowercase. • '[UserName]'='[email protected]' and [JobNumber]=25 obNumber]=10) '[UserName]'='[email protected]' and ([JobNumber]=25 or [J • be exported. If you have a repeating The filter expression is evaluated for each record that would section in your submission, the filter expression will be evalu ated for each detail record that would be exported. ded or removed from the server, just Note: The filter does not affect which submissions are downloa which records are exported. © 2013 7 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

8 Download Settings General • Set the job name. Click Connection Settings to set the user name and password used • to authenticate with the DoForms service. Click Copy Command Line to copy to the clipboard the • command line that will run this job. General Options • Select the Start At date for the next time the job is run. This date advances each time the job runs. job completes. Click Settings to • Check Send Notification Email to send an email when the configure the SMTP server settings. © 2013 8 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

9 Export • Choose the export type. Changing the export type will change the other options available. Export Options • Check Clear Unset Placeholders to get rid of any [placeholder ] values that were not replaced with submission data. Text File Exports • Choose the file name and folder. You can choose to make the file name unique by adding the date and time to the file name. • • Check Include Column Names to populate the first row of the e xport file with column headers. • Check Backup Up Previous File to make a backup of the l ast file exported. The backup will add the date and time to the name of the backed up file. Check Delete Previous Lines to create a new file each time the jo b is run. Leave unchecked to • append lines to an existing file. Note that Add Date To File Na me, Add Time To File Name, and Back Up Previous File must all be unchecked to append lines to an existing file. Microsoft Excel Export in the selected file, it will be • Set the Worksheet to populate. If the worksheet does not exist created. • ious Rows unchecked to Leave Add Date to File Name, Add Time To File Name and Delete Prev append rows to an existing worksheet. Microsoft Access Exports © 2013 9 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

10 • Choose the file name and folder. If the file does not already exist, a blank database will be created. • Set the name of the table to populate in the access databa se. • Check Include Column Names to name the columns based on the expo rt format. • ast table exported. The backup will Check Backup Up Previous Table to make a backup of the l add the date and time to the name of the backed up table. • Check Delete Previous Table to delete and recreate the export ta ble. This insures the table format will match the export format. Leave unchecked to append records to an existing table. mat, the export will fail. Note that if the table format does not match the export for SQL Exports (Microsoft SQL, MySQL, Oracle) • ase must already exist. Choose the server, database and table to populate. The datab SQL Server can use either Windows or SQL authentication, M ySQL can use MySQL • ck Login Settings to set the username authentication, Oracle can use Oracle authentication. Cli and password for SQL, MySQL or Oracle authentication. rt format. • Check Include Column Names to name the columns based on the expo • Check Backup Up Previous Table to make a backup of the l ast table exported. The backup will add the date and time to the name of the backed up table. • Check Delete Previous Table to delete and recreate the export ta ble. This insures the table append records to an existing table. format will match the export format. Leave unchecked to mat, the export will fail. Note that if the table format does not match the export for Submission Select a folder to export the submissions as xml files when they • are downloaded from the service. Leave blank to skip outputting the submission xml. Submission Options once they have been Check Remove From Server to remove submissions from the server • successfully exported. © 2013 10 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

11 Download Schedule • Set up a schedule for the job. run. Choose the days, interval and time range for the job to be • Tools | Run Scheduled Jobs must be checked off on the main menu for the scheduled jobs to run • automatically. • Sync & Save must remain open for scheduled jobs to run. The next date the job is scheduled to run is displayed on th • e main screen of Sync & Save. ized to the notification area of the taskbar. If Sync & Save has scheduled jobs to run, it can be minim • © 2013 11 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

12 Download Errors • If errors are encountered while exporting, the submission is stored. • submission in xml format. Click on the link in the Submission column to view the l error. Click on the link in the Error column to view the ful • • e re-exported. Select individual Once the cause of the error has been resolved, the data can b rows and click Resend Selected or click Resend All to re-exp ort all the submissions. • the errors by using the Delete all or If you do not want to re-export the data, you can clear Delete Selected buttons. © 2013 12 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

13 Upload Jobs New Upload Job Enter the name of the upload job. Enter the name of the lookup data. © 2013 13 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

14 Upload Settings General • Set the job name. You will use this name if you use the wind ows task scheduler to run the job automatically. Click Connection Settings to set the user name and password used • to authenticate with the DoForms service. • Choose the source type. Changing the source type will change th e options available in the bottom half of the screen. command line to run this job. • Click Copy Command Line to copy to the clipboard the General Options d an SMTP email each time the job Check Send Notification Email and click Settings to sen • completes. • Check Only Upload If Data Has Changed to keep a snapshot of t he data. The data will only be uploaded if it is different than the last snapshot taken. Source • Set the connection parameters for the source of the data t o upload. • A single table or query name can be entered in the Table/Query field, or a custom SQL query can be entered in the SQL Query field. • Click the Preview button to view the results of your query. Target Set the name of the lookup data to update. • • Click Run Job to manually run the job. © 2013 14 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

15 Upload Schedule • Set up a schedule for the job. run. • Choose the days, interval and time range for the job to be • Tools | Run Scheduled Jobs must be checked off on the main menu for the scheduled jobs to run automatically. • Sync & Save must remain open for scheduled jobs to run. The next date the job is scheduled to run is displayed on the • main screen of Sync & Save. ized to the notification area of the taskbar. If Sync & Save has scheduled jobs to run, it can be minim • © 2013 15 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

16 License Enter your serial number and click Activate to license your copy of Sync & Save. The license can be used click Deactivate to release the serial on one machine at a time. If you want to move the license, then ate the program. While in Demo Mode, the number. An active internet connection is required to activ program will only process two submissions at a time. © 2013 16 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

17 Windows Task Scheduler nistrative Tools | Task Scheduler) to run You can use the Windows Task Scheduler (Control Panel | Admi your jobs on a regular schedule. The following instructions are for Windows 7: In the Task Scheduler, choose Action | Create Basic Task... Gi • ve the task a name and select a schedule. Under Action, choose Start a program. Browse to the install l • ocation and then add the job name as an argument. Wrap the job name in quotes. If you want t o run more than one job, just leave a space between each job name. • by clicking Copy Command Line You can also copy the Command from the Job – Settings screen and paste it into the Program/script field: When you click Next you will get the following message. Click • Yes to include the Job Name as an argument. © 2013 17 www.pinestreetdata.com Pine Street Data Sync & Save 1.2

18 Sync & Save 1.2 © 2013 Pine Street Data www.pinestreetdata.com 18

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