WPServer Configuration for Course Import
When setting up WPServer for Course Imports, it is important to note there are TWO set up screens. Each screen is outlined below. Please work with PrismRBS ICS Support if you have any issues or questions on setting up the imports.
To Configure WPServer for Course Imports:
- Be sure the WPServer that matches the PrismCore version is installed on the machine.
- Open WPConsole.
- There should be a line, for All Locations, where the service is named “WinPrism Import/Export Interface”. If there is not, contact Support to have the line added.
- Right click the “WinPrism Import/Export Interface” line.
- Choose “Properties” from the mouse options.
- The following dialog will display:
- There is an execute time tab. This tab controls how often PrismCore pulls information into the course request tables from the prism_trn database. Remember there are TWO transfers, one from the original import file to prism_trn, and one from prism_trn to the tables of PrismCore. The setting on the first screen controls the SECOND transfer. Recommended setting is 10 minutes.
- In the detail of the screen, check the checkbox next to the “Univ Course Import” line.
- Highlight the “Univ Course Import” line.
- Click the “Properties” button, located at the lower left of your screen.
- The following dialog will appear Update screen shot:
- There is an Execute time tab. This tab controls how often WPServer transfers information to the prism_trn database from the original import file. Remember there are TWO transfers, one from the original import file to prism_trn, and one from prism_trn to the tables of PrismCore. The setting on the second screen controls the FIRST transfer. Recommended setting is 20 minutes.
- In the detail grid, set the following parameters:
- Course Import Path: Click the ellipses next to the field. You will then see the standard “Browse For Folder” dialog. Choose the folder in which the store plans to place or FTP the import file.
- Course Import Filename: Wild cards can be supported such as course*.csv but it is not recommended that the suffix be a wild card as the program will add err to a file with errors.
- Course Import Format: Most often, this will be tab delimited or comma delimited. The other options will generally NOT be used. Choose the format for the file.
- Course Import Transport: There are three choices for loading import files, FTP, Command Line or No Transport.
- No Transport: This setting means that the store will manually place the import file into the proper directory (the directory you chose for “Course Import Path” above.)
- FTP: This setting is used when the store will connect via FTP and download the file automatically. The FTP server information is enter in the parameters below.
- Course Custom Import ID: This will be blank unless the store is using a custom format then it will be set by NBC when the custom is installed.
- FTP Server: This field is used to designate the IP address of the machine that has the import file on it, IF USING FTP TRANSPORT. If not, leave this blank.
- FTP User: This field is used to designate the FTP user login used to connect to the machine listed above, IF USING FTP TRANSPORT. If not, leave this blank.
- FTP Password: This field is used to designate the FTP password used to connect to the machine listed above, IF USING FTP TRANSPORT. If not, leave this blank.
- FTP Directory: This field is used to designate the directory on the machine listed above in which the import file is stored, IF USING FTP TRANSPORT. If not, leave this blank.
14. Once your parameters are set, be sure to check the checkbox in the header called “Activate Service”.
15. Click OK.
16. You will be returned to the first configuration screen. Check the checkbox in the header called “Activate Service”.
17 Click OK.
18 This will return you to the WPServer main screen. Start the service for the Import/Export line.