How to deploy an interface script provided by a Mandalay consultant
When a Finance interface is developed a Mandalay consultant will create a data script based on requirements outlined during the analysis phase. Once this script is provided the following steps can be used to deploy this to a users environment
Start the DataExport program
Start the DataExport program from the icon on the desktop
Open the Database Settings
Click on the Database Settings menu option
Confirm Database Connection settings
Check that the Database Connection settings are correct. These should be configured for the central database server and will have defaulted to the values used when installing the application.
Note: Leaving the User ID and Password values blank will mean interfaced security will be used an the Windows account will be used for authentication.
Clear the default script
Before adding the provided script you will need to clear the existing settings by select all the text in both of the above boxes and then pressing the delete button.
Add provided script
In most cases only one script is provided for the transaction header details. If this is the case then paste the script provided into the top SQL Statement box. If you are given two scripts, one for the transaction header and one for the transaction items then add the items script to the bottom box
Check connect and script
Click on the Check Connection and SQL button to confirm that the DB connection settings and SQL script provided are valid.
Confirm DB Connection
Click Ok to confirm message
Confirm SQL script
Click Ok to confirm SQL is valid
Invalid script
If the script is invalid then you will get the above message. Please contact your consultant if this occurs.
Save the details
Click Ok to commit the changes
Open Export Settings
Click on the Export Setting menu item
Export File Name
The file name that is produced can have its prefix set here. The file name will always be the prefix plus a time stamp so that a unique file is always created.
Suppress key fields
If the transactions date and/or the transaction ID field needs to be excluded then check the boxes in this section. The key field will be the TrasnactionLogID and the Transaction Date the DateOut columns.
Export location
Select the location of the folder where the export files should be created. Either enter the location in the text box or click on the browse button at the right.
This will generally be a network folder that the current user has write permissions to.
Export preview
The preview file can be created in a different folder and can be set by either typing in this box or clicking on the browse button.
Save export setting changes
Click on the Ok button to commit the changes.
Note: All setting are saved in the Mandalay.XML directory located in the folder where the DataExport program is executed from.
Test settings
To test that everything has worked click on the Preview button. This will generate a preview file of any data that would be included in the export.