SelectQu Startup ..3
Communication Setup/Login Setup.. .. 5
General Setup .7
Merging Answer Files (R&R) . ..8
Data Encryption .. .9
Auto Starting another program .. .. 9
Status screens .10
Internet FTP/Email Setup . .. 11
Automated download via Timers .. . 13
Excel Configuration 14
Database Configuration .. 16
Terminal Screen . 17
Download Data Map Transfer Setups . 19
Converting a English Statement to a Download Map Setup .. . 21
Download Data Map Transfer Setup for Pick File Transfer .. . 22
Download Data Map (Old R&R Setups) .. 28
Data Map Transfer Setup for Getting Financial Statements ... 29
Doing Manual Downloads .. 30
Doing Automated Downloads . 31
Startup Parameters for SelectQu ..32
Common SelectQu terms and file naming .. 33
SelectQu can be started in different modes, according to the way you
start it.
SelectQu
uses something called parameters. These
parameters are normally
located
in the Windows short-cut you used to start the program. These
parameters
are discussed further at the end of this manual. The three main
ways
to start SelectQu are:
a. No parameter in the short-cut target line,
which starts SelectQu in the
mode
of checking for download/uploads.
Short-Cut
Target Line: C:\Selectqu\selectqu.exe
b. A parameter of: Terminal or T, which starts SelectQu in Terminal mode,
so
you can access your DMS like the other programs you are use to.
Short-Cut
Target Line: C:\Selectqu\selectqu.exe
Terminal
c. A setup parameter. In order to access setup you need a
password. There
two different levels of passwords.
One gives you access to the main setups and
the other is for changing the
Data Transfer Maps. The password for the main setups is: nomad
Short-Cut Target Line: C:\Selectqu\selectqu.exe nomad
The other password for the maps is: nnybor
Short-Cut
Target Line: C:\Selectqu\selectqu.exe
nnybor
After
SelectQu starts, it will either be open on your screen (Setup mode)
or minimize to the task bar
at the bottom or in the System tray (bottom right)
if
the Setup General tab check box is checked to do so.
The
first time SelectQu starts it will require you to enter a Registration code.
1. You must call our office and give us the code
in red letters..
2. We will give you the Registration code.
3. If it works it will tell you the SelectQu
will tell you so.
Main SelectQu Screen:
Menu
Choices:
File
Enabled
Checking Enable SelectQu to check
for possible data transfers every 5 seconds. Enable
Checking
is chosen by default in most cases when SelectQu is started.
Disable
Checking This menu option will
disable checking for data transfers.
Activate
Interface This will cause SelectQu
to connect to a DMS system and check for data
transfers. This is chosen automatically when a transfer
is started.
Deactivate
Interface Selecting this option will logoff
SelectQu if it is connected to the DMS.
This
option
also happens automatically when a data transfer is completed.
Terminal
Screen Open a
Terminal Screen to your DMS system.
Do
a Download Manually
do a download by picking the data map you want to do.
Shutdown
SelectQu This option will shut down
SelectQu.
Reports
Errors Display or
Print the SelectQu Error Log.
Logons Display or Print the last
Debug trace file.
Debug
Start
Recording Start
recording all sent and received data coming across connection.
End
Recording Stop
recording data coming across connection.
Pause
Recording Temporary stop recording
data coming across connection.
Resume
Recording Resume recording data
coming across connection after it is paused.
Print
Recording Print the
recorded data.
Setup
Open
Setup Screen Open all setup
screens. This is feature is password
protected (nomad).
Close
Setup Screen Will close all setup
screens.
Save
Setup Saves changes made
on Communications, General, Internet and Encrypt tabs.
Manage
Grouped Down Allows you to
group together downloads into one, so
Manage
Down/Upload This option will allow you to
change the Data Transfer Map files and is
proctected.
Edit
Phone List This
option contains the settings that you will need If you are using SelectQu
to
connect to multiple dealers via a modem
Help
About
or Release Info: Contains information
about SelctQu current release and history of changes.
Registration: If SelectQu needs to be
registered then click on this menu option to enter
your
registration code. You must call to
obtain this code and the code will
only
work on the pc it was installed on.
This tab will allow you to change
the communication and login settings.
Serial Direct Connection Setup
Type of
Connection: Direct
to Com 1 or 2 or 3 or 4. Select the
communication
port
on your pc that is connected to your DMS system.
Phone number: Enter
the phone number of the modem if you are connecting
to
your DMS via a modem. If a direct
connection then leave
blank.
Additional
Modem: Enter any additional modem
commands if needed, to setup
modem
configuration to match any odd modems.
Baud Rate: Select the speed of the connection
to your DMS system. It is
almost
always 9600.
Data Bits: This should always be set for 8.
Parity: This should always be set for
None.
Stop Bits: This should always be set for 1.
Flow Control
CTS: This should be checked. If you are experiencing problems
connecting
and you know the other settings are correct, try
turning
this off, by un-checking it.
Flow Control
RTS: This should be checked. If you are experiencing problems
connecting
and you know the other settings are correct, try
turning
this off, by un-checking it.
Software Flow: This
controls the flow of data coming from your DMS and should
always be checked.
Telnet TCP/IP Connection Setup
TCP/IP
Address: Enter your local IP Address
supplied to you by your system
administrator. It must match: 4 numbers separated by a .
it
is telnet, but can be different if you are using some type of
firewall.
Modem Connection Setup
Type of
Connection: If
you are using a modem to connect to your DMS system
then
you must choose the name of your modem. If
a modem
isnt
listed in the drop-down then you must check your
Windows
settings or use a Serial Connection to make a call.
Configure
Modem: This will open the Windows Modem
Configuration window
so
you can change the configuration of the modem.
Login
Procedure:
This is what SelectQu uses to log into a
system and is normally hidden from the user.
Only the Login User
and
Login Password inputs are visible. The
check box on the General Setup tab will turn the Login Grid on.
The dropdown box contains 22 login
procedures that can be defined separately, however, in most cases you
will only use the first two {1 for ADP, 2 for R&R}.
What to See: This is the information that SelectQu is
looking for before sending data over. If
this
Information is not seen,
the login will fail.
What to Send: This is the information that is sent over,
providing it sees what is in the What
to See column.
Seconds: This is how long to wait when looking for what is in: What
to See. If SelectQu doesn't see
the information, it will
error out and stop the login procedure.
Normal ADP
Procedure Modem
Dial-In for R&R
Serial/TCP Login for R&R
The
line with login and era is only needed it you are
Connecting
via a TCP/IP Connection.
The General setup tab
contains the settings for the basic option of SelectQu.
Connection Type This determines
what to do when SelectQu starts or finishes a download. Connect and
Stay connected, will keep
the connection open to the DMS (ADP only) after a download.
File Suffix Type When
a download has completed, the normal file name will end with ANS. You
can force it to CSV or TXT
by checking the appropriate item.
Show Errors This
allows you to isolate any messages or errors from the end-user. These messages
will still be reported back
in the appropriate answer file, no matter what selection you
make. Show major errors: Show only system, connection and download
errors to a
dialog box. Report all errors to user: Show all messages in a dialog box. Warning:
A dialog box requires a user
to close it, so all processes will halt until the box is closed.
Check Boxes:
1. If "Multiple copies of
SelectQu are allowed to run" is checked, then you can have multiple
copies of SelectQu running
from different directories.
2. If "Resend the map file
for the download" is checked, then the SelectQu will resend the download/
upload parameters for that
download before the process begins.
3. If "Resend all map files
now" is checked, then SelectQu will resend all download/upload parameters
once it has connected to the
DMS.
4. If "After SelectQu opens,
hide in System Tray" is checked, then SelectQu will hide itself in the
system tray.
5. If "Allow other
Applications to control me" is checked, then you can create certain files
that will
control some of SelectQu
functions.
6. If "Delete Que
files" is checked, then the Que files that are created in order to do a
transfer will be
deleted when SelectQu has
completed that request. This should
always be checked.
7. If "Disable the Help
Hints" is checked then the popup hint messages in SelectQu will be
disabled.
8. Show or Hide the Logon Grid
on the Communication tab, so the user cant change them.
9. If "Open a separate
window" is checked, then during the download process SelectQu will open a
small
window and show the status of
SelectQu while it is doing a download/upload, instead of the normal window.
10. If "Show the Status of
SelectQu" is checked, then any messages generated by SelectQu will be
displayed in the title of SelectQu and the system tray.
11. Show Logon to User. Open terminal window while SelectQu is
logging on, so you can see it.
12. Open a New Terminal
Window. If this is checked and you open
the Terminal Window it will open a
Separate window, so that the
main window can continue to check and do downloads.
13. Force SelectQu to always
check for download/uploads no matter if it is in Setup mode.
14. R&R and ADP user-ids can
be sometimes be setup to have the password expire. If this check box is
unchecked then it will
automatically change it to the alternate password see file: altpass.dll
Counters:
Number of seconds before shutting down. This is used to delay SelectQu from shutting
down.
This is primarily needed for older DMS
systems that are slow when logging off.
Extra Seconds to Receive. This is used to lengthen the time when
receiving records from the DMS.
Some DMS systems are slow responding to
request, so the amount of wait time can be increased.
Number of Errors allowed before shutting
down. SelectQu keeps track of the number
of errors
in each download/upload session and if that amount
exceeds this setting, SelectQu will shutdown.
Interval Seconds: The number of to sleep between checking for download or
uploads. This shouldnt
be set
lower than 5.
Merging of answer files allows you to take multiple answer
files and create a new answer file containing all the data in
Those files. This works
great for R&R downloads, because in most cases you have multiple answer
files for a download.
Config Files Is a file that contains a list of
the Merges that are on file.
Map Files Used This is the list of files to merge into
one.
Merge File Name Is the new file name after the files are
merged together.
Auto Merge After the download is completed,
SelectQu will check to see if this
box is checked and if it is,
it will automatically merge the files.
The grids on the screen are for testing purposes, so you
can visualize the data after it is merged.
One
important fact to remember when merging answer files
together, is that the first field in all the answer
files must be the same.
This is the case most often when we setup your downloads.
All merging is done before FTP, emailing or running any
other program from within SelectQu.
Create new Merge
Save Merge Setup
Delete Merge Setup
Test Merging of Answer files.
Clear Grid
Print Grid
Encryption/Decryption is a way to protect
the data if anyone accesses the data via the Internet. This procedure
works in two fashions:
a.
If Check
for ENC Files is checked and a encrypted file is in the SelectQu
directory, then SelectQu
will decrypt the file into a que file for
downloading.
b.
If Check
for ENC Files is checked, then SelectQu will encrypt all answer files
after a download/
upload
and will store those files is
c:\SelectQ\Transfer directory..
This feature is used if you
have a program that needs to process the answer files after they are completed
or
when you shutdown SelectQu.
a.
Program to start: This is the program you want to run. Make sure you include the drive and path.
b.
Start In:
The drive and path where the program is located.
c.
Parameters:
Any additional parameters that the program will need in order to run.
d.
If Use Map file as Parameter is checked,
then it will use the download as a parameter.
e.
If Run Program before FTP/Email is checked,
then the program will run before any internet procedures
are done (if Internet options are setup.)
f.
Start Program when. This allows you to specify to run the program
after the download has completed or
when
SelectQu closes.
Clicking on the Run Now button will run the program
now.
The status screen gives you
feedback when doing a download. A number
of different messages are displayed in
this screen including error messages. You can open and print the last status.
SelectQu also has a mini status window that will display
if it enabled in the General Setup tab.
When this
window is open, SelectQu is hidden.
You can also develop your own status window by reading
SelectQu status file { QStatus.txt }.
SelectQu updates this
file about every 6-15 seconds or when something major
happening with one line of text. You can
read this file and
present the text to the user so they can see what's
happening. Some of the messages are
displayed above.
FTP and Email Settings:
You can now transmit and receive data
via a FTP site. The screen allows you to
setup to send downloads along
with checking for download request on
multiple FTP or multiple Email addresses based on the name of the
download (Map). Each row in the grid represents a different
FTP or Email that needs to be sent.
Download File: This is the name of the download (Map) you wish
to send. Your chooses are:
All, single, grouped or merged
downloads or SelectQu database.
Click on the column and drop it down
to make your selection.
FTP Site: This is the FTP site name (ftp.selectqu.com)
or FTP ip Address (62.13.10.11).
User Name: This is the login name (also known as User
Name). If the FTP site is secure then
you will need this.
User Password: This is the password needed to access the FTP
site.
FTP Path: Some FTP sites will require you to put
your data into a certain directory on the FTP site.
Port: Is the FTP port used to make the
connection. It is normally 21. Dont change it unless told so.
Check: Automatically check this site for
download/upload data request. Remember
to check the
settings below under: Check
FTP for Download Request.
New Name: Some FTP sites need the download to be
name a certain way. If you enter a New
Name
then SelectQu will rename, so the
name matches what the FTP site needs.
Add to 1,2,3: You
can add todays date or the download parameter used for the download to the FTP
file name, so the FTP site knows that
the file was from that date.
View: Click on this to Test the FTP setup by connecting and
viewing the files.
Send
All: Connect to all FTP setups
and send any download files current on your pc.
Insert: Insert a new row into the grid.
Delete: Delete a row in the grid.
FTP Active: This must be checked if you want to send
files via FTP. If it isnt checked then FTP
will be
disabled.
Send Database: FTP the database to the current FTP site
selected in the grid.
Delete Files: Delete the download files after they have
been send to the FTP site.
Delete Files: Delete the download files after they have
been send to the FTP site.
Checking FTP for Download Request
This gives you the ability to check for
download/upload request via the Web. No
longer does a outside
have to dial into your system. Now you can set SelectQu to automatically check
for request via the web.
You must have Yes in the gird column Check on each FTP that you want
to check.
Check Now Will check all FTP
sites for transfer request.
Check on StartUp If this is checked then when SelectQu starts
it will automatically go out and check.
How Often This is the interval that you want to
automatically check for request from 1 minute 12 Hours.
Email Settings:
Download File: This is the name of the download (Map) you wish
to send. Your chooses are:
All Downloads, Database,
Single Map, Grouped
Download, Download Errors,
Acknowledgement of Downloads or a Merged download
To Email: Enter the email address you want to
send the email to.
Subject: Enter a subject in this column or
leave it blank if you dont need one.
Body: Enter any information that would
normally be entered into the body of the email.
From Email: Enter the senders (your) email address in
this column.
Test: Send a test email to the email
selected in the grid.
Reset: If the email isnt working because
of invalid information entered, then click
on this button to reset the
internet settings in SelectQu.
Auth. Type: This is the type of authentication needed
when logging onto your Email server.
Normally
it is None. If the email fails to send, then check with
your system administrator or your
email configuration in your
normal email to see what this setting should be.
Email UserName:This
is your email login name. If you dont
know it then check with your system admin-
istrator or your email
configuration in your normal email to see what this setting should be.
Email Password: This is your email
login password. If you dont know it
then check with your system admin-
istrator or your email
configuration in your normal email to see what this setting should be.
Email Server: This is your
email server name. Normally it starts
with smtp and ends with com. If you
dont
know it then check with your
system administrator or your email configuration in your normal
email to see what this setting
should be.
The remaining columns match the same configuration noted
above in FTP settings.
These timers allow you to specify a time or interval to run your
downloads automatically. SelectQu must
be
running in order for the timers to kick off. There are no limits to the number of timers
you can have.
Code name: This is the name of the timer.
Description: The description of the timer.
Download days: Click on the
day(s) you want the download to run.
Start Time: The Start time is used in two ways. If you only specify a start time, then the
download will
run at only that time. If you also enter a End Time then the
download will only run between the
start time and the end time (this is used
in conjunction with the Interval.
Interval: This is how often you want to run the
download in minutes.
Activate Timer: If you want this
timer to run automatically, then check this box.
Map Files: On the right of the screen is a list of
all your map files. Check the ones you
want to run when
this timer kicks off.
The Questions (1-5) are for passing data to the downloads. The question data are in the
following format:
%Date Will
pass the current date to the downloads.
%Date-# Will
pass the current date {minus} a number of days.
%Date+# Will
pass the current date + {plus} a number of days.
%Time Will
pass the current time to the downloads.
Fixed Data What
ever information entered will be passed to the downloads.
Disable all
Timers: Will stop all timers from
running.
Note: When a timer kicks off, the normal timer that
would check for new downloads is disabled.
10.
Excel Spread Sheets:
This
setup tab allows you to export your data to a Excel spreadsheet.
Excel Setups: A dropdown list of the Excel
integrations on file.
File Used: The download data file to be merged into the Spread
Sheet.
Spread Sheet Name: The name of the spread sheet to create or
update.
Page Name: The name of the page to put the data into.
Page Number: The page number of the page you
want to install.
Start Row: Is the Row to start inserting the data into the
spreadsheet.
# of Cols: The number of cols to create
in the spread sheet.
# of Rows: The number of rows to create in the spread sheet.
Auto Create: If this box is checked then the spreadsheet will be created
automatically after the download.
Delete Ans: If this box is checked then the answer files used to create
the spreadsheet will be deleted.
You can enter any data manually into the grid and it
will also be merged into the spread sheet along with the data
from the download.
The downloaded data is loaded first and then any literals data that you
have entered is loaded
next. Data from
the download will be overwritten is any literal data that you entered is
located in the same cell.
The width of each column as Excel
would define it.
These values are adjusted by:
1. Dragging
(resizing) the Horizontal Fixed line at the top of the data grid.
2. Entering it
into the Width grid directly.
3.
By pressing the resize columns button.
Excel Commands:
This is where you would enter any formatting needed for
the spread sheet, along with special calculations.
SS Commands: Font Size, Font Color, Font
Name, Font Italic, Font Bold, Font Bold/Ital, Font
UnderLine,
Font
Font settings only allow to the range
between Scol, Srow, Ecol and Erow.
Justification settings allow to entire
columns.
Format: Is used to
format the data you want to present it:
0 - 0.00 - #,##0.00 - $#,##0.00 - 0% - 0.00% dd/mm/yyy
Data: The list
of selections based on the SS Command you choose with the exception of data
(you enter this)
Scol: Is the
starting column letter to start command. Srow: Is the starting row to start command.
Ecol: Is the
ending column letter to end command Erow: Is the ending row to end command.
Column and Row are used if the data result needs to be
inserted into a different location in the spread sheet.
Note: You can
enter the word Last to specify the last column or row. You can also do Last+1 to add a
additional column or row. You can add or minus any number you
want. This is used because
you won't know how many rows there are in a
download and this would always force the data to
the last+? Row or col.
Examples:
This will crate a the
command: @SUM(E5..E10) and put it into
Column:E and Row: 12
Any data that is entered starting with @, but doesn't
include the ( will be treaded as a spread sheet
command and will use then Scol, Srow, Ecol and Erow as
parameters for the command and will
put the resulting command in Column and Row.
The word Last would force the spread sheet to use
the last row in the column for the calculation.
You can also force
Something to the last column in a row by entering Last
as a (Column, Scol, Ecol) value. So lets
say that the Last row
is 42. The
command would then be: @SUM(E5..E42)
and put it into Column:E and Row: 44
This would put @SUM(E5..E10) in column E and row 12
Data @SUM(E5..E10) F
1 G 1
This fill the columns: F and G, Row 1 with @SUM(E5..E10)
This fills the columns A through F, Row 1 with
----------------
11.
Database Setup:
This setup tab allows you to keep your data in a
Microsoft Access Database. There are a
number of tables that
can be used according to the download you are
doing. Below is a list of these tables:
Appointments
Customer
Inventory
Sales from Finance
Sales from Service
Work Orders
Map File: This is the download that will be inserted into the
database.
Database Name: Is the database type listed above that the download will use.
Max Days to Retain The number of days to retain
data in the database. Zero (0) = Keep
Everything.
Delete Answer file. Delete answer files after updating the
database.
Active: If this box is checked then after the download if
will happen automatically.
Post Data anyway: If this box is checked and there is a error in the data the record
will still post without that data.
Clear Database: If this is checked then the database will be cleared prior to
inserting download records.
Column 1: Database field name
Column 2 Is the physical location of the field in the download
file.
Column 3 Monitor Changes to data. If these fields change or the record is new
then flag this record
as a changed record.
This will allow anyone to get the new or changed records only.
The record of all
the downloads done.
Along with:
Database Name
Queue file name
Date and Time
# of New Records
# of Updated Records
# of Errors
Any errors are
Logged in the Error
DB and can be
viewed in here.
12. Terminal Screen:
The Terminal screen is fully functional terminal screen
with full ADP and R&R emulation. It
supports both 80
and 132 columns widths, all function keys, and
Upload/Download file transfers.
Menu choices Note to Reynolds & Reynolds users:
The navigations keys act very different than
most other emulations. The backspace key is disabled so use the left
arrow key.
File
Open Another Terminal Open a new terminal window along with
this one. Multiple terminal screens are
allowed with TCP/IP connections.
Close Terminal Screen Close
terminal screen and return back to SelectQu or the last terminal screen opened.
Close SelectQu Close
all terminal screens and then close SelectQu.
Edit/View
Print Capture Capture
all text coming across terminal until its turned off and then print it.
File Capture Capture
all text coming across terminal until it turned off and then save it to a file.
Screen and Scrollback to Select
all text on terminal screen and then you can Print it, save it or copy it to
the clipboard.
Copy Selected Text Copy
selected text on terminal screen and then copy it to the clipboard (Ctrl-C).
Paste Text Paste
text to terminal screen from the clipboard (Ctrl-V)
Data
Clear Screen Clear
terminal screen.
Scroll Video Back Scroll
terminal screen back, so you can see text that has already left the sceen.
Dial Modem Dial
a modem if you are using a modem.
Dial Modem and Login Dial
a modem if you are using a modem and then logon.
Manually Open Comport Open
the comport manually.
Log Out of System Log
out of System.
HangUp Modem Hang
up modem if dial into a modem.
Do a Download Do
a download will allow you to start a download from your system. This option is only available
on first
terminal screen.
ZModem Download Do
a XModem Ymodem - ZModem or Kermit downloads.
Your system must support this option.
Upload Upload
a file or install SelectQus data transfer protocol program onto your system.
Setup
Communication Change
communication settings.
Change Font Change
terminal screen font type, size and colors.
Font Size Change
terminal screen font size.
Font Size Up Change
terminal screen font size to the next biggest.
Font Size Down Change
terminal screen font size to the next smallest.
Change Width to 132 Change
terminal screen character width between 80 columns and 132.
SQ Setup (These menu options are
applicable to first terminal window only)
Save Setup Save
all settings.
Close Setup Screen Close
setup screen.
View Transfer Status View
transfer status screen.
Manage Grouped Downloads Open
Grouped download manager screen.
Transfer Data Map Setups Open
Transfer data map setups screen.
View a Setup View
any setup screen:.
While the terminal screen is
open you have the choice of changing your communication settings via this
Communication Setup window
instead of the SelectQu Communication Tab in the main program.
Connection Type (choices):
Direct to Com 1-8 port
TCP/IP Connection
Installed Modems
TAPI devices.
Uploading Ascii Files to
DMS. This is a great tool for uploading
report setups to Reynolds & Reynolds systems.
Here are some of its
features:
1. When you click on Start
Upload the data actual starts to send from where you are in the text.
this is great if you need to start at a certain position.
2. You can edit the data and
save it.
3. Has special commands it looks
for:
a. WaitForError text The upload will wait for 5 seconds to see is text
is seen and if it does see it the upload will stop.
b. {{ Any
line that starts with {{ will not be sent over.
Great for remarks.
c. WaitFor text The upload will wait for 5 seconds to see
if text is seen. The download
continues no matter what.
d. Pause seconds Will pause # of seconds specified and then continue
with download.
13. Transfer Data Map Setups:
This
is the main screen for changing and adding new Data Transfer Maps. These Data Transfer Maps
contains
the configurations for downloading data from your DMS system.
Updating: Double-click
on the data map currently on file, to change or delete it.
Adding: Adding
a new data map can be done in two ways:
1.
If you have a data
map that already exist and the new one will be like
it with only minor changes, then open the existing data
map and save
it with a different File Prefix. (See below for explanation of File Prefix)
2.
Click on the button 'New Map' and the following
window will open:
You
will need to choose the Download Operation Type and the File Type of the
download
you
are setting up. If you are creating a
Data Map from a Converted English see below.
Operation
Type: This is the type of download or
upload you are doing. You select this
setting when
you create first create the Download Map File and cant
be changed afterwards. Here
are your chooses:
Download
ADP via SODB:
SODB
Stands for SelectQus Data Transfer engine.
This is a special type of
transfer
that SelectQu uses and allows many special features. Using this type
of
transfer does require that the SODB program be loaded on your DMS
system.
Download
ADP via ENG:
Download
data using a English statement along with the ENG function on
the
DMS system. This function must be used
if SODB isnt loaded onto
your
DMS system. Warning: The integrate of the data cant be validated
using
this method.
Download
R&R (
included because of backwards
compatibility.
Download
R&R (
Download data from R&R via the
6910 function (Report Generator).
All
the other functions are disabled are only for use with 3rd party pc
application companies.
File Type: This is defined when the
Download Map file is first created and cant
be
changed. Below is a list of the
available files:
Vehicle
Inventory Service
Customer/History
Service
Customer/Vehicles Service
Appointments
Finance
Customer and Fin Data Finance
Customer and Fin History
Customer
Name File Data Parts
Inventory Data
Parts
and Service Work In Process Service
Stories
Service Op Codes Service
Op Code Usage
Other
All of the files listed above have had their Data
Fields mapped out, so SelectQu can allow
you
to point-and-click to build your download map files without knowing anything
about
the
file structure on your DMS system. If
you need to create a Data map that uses a file
not
listed above then use the Other selections.
After
choosing these two options, click on the button that says 'Continue' and you
will
be taken into the Data Map building program.
See page 23
Convert English:
This
function will allow you to enter a English statement that you already have and
convert it into a
Data
Map File.
Click
on Convert English and then enter your statement in the white
box
above the buttons.
Warning: Please leave off any Heading and Footing
information.
SelectQu
will try to match all fields in the English statement to the Data fields
defined
on
your DMS system. If you use a field that
isn't defined in the Data fields it will put
the
remark 'Unknown' in that field and you will need to adjust that field in the Data
Map
Setup
Screen.
Note:
Convert English only works on the file types listed above.
When
you have finished entering your statement click on Create Map and SelectQu will
create
a map by the name of Temp.Map (File
prefix: temp which you can change from
the
Data Map Setup Screen.
This is the new (v23.0.0.4) way to create download data map files. This new way has the
data Fields defined from the DMS system. You dont need to know the field layouts
on your DMS, because weve done the work for you. Below if a explanation of the
different portions of the screens and how they are used.
Operation Type: This is the
type of download or upload you are doing.
You select this setting when you create first
Create the Download
Map File and cant be changed afterwards.
Here are your chooses:
Download
ADP via SODB. SODB Stands
for SelectQus Data Transfer engine.
This is a special type of
transfer
that SelectQu uses and allows many special features. Using this type
of
transfer does require that the SODB program be loaded on your DMS
system.
Download
ADP via ENG: Download
data using a English statement along with the ENG function on
the
DMS system. This function must be used
if SODB isnt loaded onto
your
DMS system. Warning: The integrate of the data cant be validated
using
this method.
Download
R&R (
Included
because of backwards compatibility.
Download
R&R (
Download
data from R&R via the 6910 function (Report Generator).
All
the other functions are disabled are only for use with 3rd party pc
application companies.
File Prefix: This is the four letters that your
download will be called. It can only
contain 4 letters,
no less or no more. Try to name it something you will remember
when you see the name.
File Type: This is defined when the Download Map file is first
created and cant be changed. Below
is a list of the available
files:
Vehicle Inventory Service Customer/History
Service Customer/Vehicles Service Appointments
Finance Customer and Fin Data Finance Customer and Fin History
Customer Name File Data Parts Inventory Data
Parts and Service Work In
Process Service Stories
Service
Op Codes Service Op
Code Usage
Other
All of the files listed above
have had their Data Fields map out, so SelectQu can allow
you to point-and-click to build
your download map files without knowing anything
about the file structure on
your DMS system.
Logon or Store#: This is where you would enter the name of the
Logon (ADP) or the Store# (R&R). If
you are downloading from
multiple logons/stores then separate them with a comma (,).
Description: This is the description for your
download map file.
Field Description
Grid:
This is the actual fields that you will be
downloading. Some data in these grids
would show up based
on the type of DMS you are creating the map file.
Field Description: This
is the description of the field you will be downloading.
Field Name: This
is the actual name of the field as defined by the DMS type.
Width: This
is the actual width of the field as defined by the DMS type.
Attribute: This
is the physical location of the data in the DMS system.
Conversion: This
is the conversion that is used to turn raw data into formatted data.
File Name: Is
the name of the file where the data resides.
In most cases the file
name is the same for
all fields, but can be different based of the data
you are pulling.
Query Grid:
All queries made against the data are stored in
this grid, for each maintenance.
Query: You
can create questions to ask, when the download is ran by entering the question
in this column. All questions must be assigned a # (number)
in the next grid, so the
answer to these questions can
be inserted into the correct place in the query.
# This
is used for prompts. You would assign a
different number to each Query
question that you are going to
ask when the download is ran.
File Name: This
is the data field to base the query on.
Drop this column down and choose
the field.
Test: Is
the type of test to do on the data:
Equal: The data in the download must match exactly to the
value entered.
Not Equal: The data in the download cant match the
value entered.
Greater The data in the download must be greater than the value
entered.
Greater or Equal: The data in the download can be either Equal to
or Greater than the value
entered.
Less: The data in the download must be less the value
entered.
Less or Equal: The data can be either Less or Equal to the
value entered.
Data: You
would enter the data that will be used in the query to check if its allowed to
be
included in the download. This information must be surrounded by
double-quotes .
And/Or: You
can group the queries together by using the word AND or the word OR.
The
example above states the following:
1.
The Vehicle cant be Sold (NO
SOLD)
2.
The Balance has to be greater than 100.00 BALANCE Greater 100.00
3.
The vehicles NEW/USED field cant have MISC in it.
Download Field
Grid:
These are the available fields for this type of
download. You can choose a field to be
included in the download
by double-clicking on the field and it will add it
to the download (Field Description Grid) at the column high-
lighted.
Note: When you hold your mouse
over a field the information on the field is displayed at the bottom.
The column Type:
Means that the fields can be used for different download only:
Both: Means
this field can be used for the SelectQus SODB interface program, English
Statement
download or the Report
Generator.
Report Only: This
field can only be used in a English Download or the Report Generator.
SODB Only: This
is a special field and can only be used with SelectQus SODB interface program.
Delimited Type:
This is the format that the data will have
when it comes back from the DMS system:
1. Comma: Each
field will be separated by a comma 2003,CUTLAS
2. Quoted: Each
field will be separated by a comma, but will have
quotes
surrounding the data: 2003,CUSTLAS
3. Tab: Each
field will be separated by a Tab.
4. Fixed 25: Each
field will be padded with 25 spaces, so every 25 spaces
would
contain a new field.
5. Other: This
will allow you to specify what character is used to separate
the
data. Some use | or ^
The remaining types are for special
purposes.
By: This is the field that will be used to
sort the data and is optional.
Actual Query
Statement:
This statement is build either by you entering it
or SelectQu creating it by the items you have
in the Query grid.
The item in the query grid determine what data you will be getting. The
query items are then build to create the actual
statement in the box.
We supply this box because
you
might need to overwrite what it
being displayed.
Remember don't include any display
fields in this box, those go in the
Field Description box to the left.
The query can be rebuild automatically by either:
1. Clicking the button at the
bottom that says: 'Build Query' or
2. When you say your changes it
will as you to Rebuild the Query.
You don't need to do either one if you
haven't changed the items in the Query Grid.
Buttons and Misc
at bottom of screen:
Wait time: This is the time that you giving your DMS
system to respond with data. If no data
has started after the time runs
out then SelectQu will register a error, but keep waiting
for up to 10 errors. Some older DMS systems might require you to
increase this
if you are doing a Service
History download, but leave it at 300
and try the download
first.
Zip Up: This will automatically zip-up the
download file after it has completed.
New: When you click on this button, it
will clear all data except for the File Type information
and allow you to start a new
Download Data Map File.
Delete: This will delete the current displayed
Download Data Map file.
Build Query: Will take you Query selection items and build a
query statement. This doesn't need
to be done unless you have
changed you Query grid items.
Save: This will save all changes made to
the Download Data Map file. It will also
ask you
if you would to 'Rebuild the
Query' first and also open a window for Download Save
Options:
1. If Create Installation Script for Download is checked it will create a
installation script
that you can use to install
the download on your Reynolds & Reynolds system.
2. If Install Download Map Files onto System now is checked then right
after you click on
Continue it will connect to
your DMS and install the downloads.
3. If Do a Test Download Now is checked then a test download will run
after you click on
Continue.
If there are any question in the download that need to
be answered, then the Download
Questions box will appear. After answering these questions click on
Continue.
Add Field: SelectQu has a list of defined fields that
match your DMS system. Some DMS systems
might have customs fields that
wouldn't be in here. If this is the case
or you just want to
change the description of the
field then click this button to Add or Modify the field
definitions.
Close: Close the
Build Query: Will take you Query selection items and build a
query statement. This doesn't need
to be done unless you have
changed you Query grid items.
Options: This is where you set the
special settings for the Download Maps.
Startup Data Needed:
Enter
required keystrokes needed to start download.
If most cases the only thing needed
in
this grid is a O (letter O) if it is a Reynolds & Reynolds download. If you are using a
Unix
printer name to do a download then you would substitute the O with %Print and
enter
then
Unix printer name under: R&R Slave Printer Name and check the
box This is a Unix
printer.
Printer Max Width:
This
is the maximum width that this report will print using the %Print options. 99% of the time
it
will be 132.
Reynolds
& Reynolds Systems:
If
you are using a Unix slave printer to print then you can set this to 256. If you are using a
regular
slave printer then you would enter the print width of that printer. If it is a printer that
does
condensed printing then enter 256.
ADP:
If
the type of download that you are doing is ENG (English Statement) then you can
enter
the
actual width of the download fount at the bottom of the Download Map setup
screen, to
right
of the Save button (Download Width).
Report Name:
Reynolds
& Reynolds:
This
would be the name of the report in Report Generator (function 6910). If multiple
reports
are needed, due to a width restriction, then two things happen:
1.
This download data
map will be converted into multiple download data map
with each corresponding to different reports. You won't have to worry about
the additional download maps because SelectQu will
handle the maintenance
and downloads from the main download map file that you
are creating now.
2.
Multiple reports
will be created automatically. Each
report corresponds to
the map files it creates. Internally SelectQu will add a number to each
report
it needed.
ADP:
If
this download is run from RPG Report Generator then this would be the name of
the report.
Beginning of Report Data:
This
would be the first thing that SelectQu would see when the report starts. This is how SelectQu
knows
that the report is actually running.
Normally you would use the field title of the first field
in
the report.
End of Report Data:
SelectQu
will look for this data in order to know when the report has completed.
Reynolds
& Reynolds: This is always 'REPORT COMPLETED'
ADP
(Eng): This is always: 'ENTER ENGLISH'
Merge Blank Line Setting:
Only
applicable when doing a download on Reynolds & Reynolds or using ADP's (ENG
or RPG)
Doesn't
apply to SelectQu's ODBC connection.
Some
fields that either have data that is wider that the field width allows or has
multiple values
will
wrap around to the next line. If this is
happening on you download you can control it with
this:
Merge
and Separate: This will take the
wrapped lines and join them to the lines they
belong
to and then separate them with a value mark chr(253). This
is
used when you have multiple values in one field.
Merge Data Only: This will merge the data only: Example:
AAA
Truck S will become: AAA Truck Stop
top
Skip
Line: This will throw away
any blank lines, causing it to ignore the data.
Do
Nothing: Treats the wrap around
as a record in the download.
MultiValue Seperation:
Some
fields have multiple values in them. In
most cases they are separated by a value
mark
chr(253). Some companies don't link this
character as a separation character, so
you
can change it to another character.
Don't
replace will leave the data alone.
Replace
with a comma. This will replace the
value mark with a comma. Warning:
will
mess up the order of the fields in your download if the download is setup using
Delimitated
Type of Comma and should not be used (Comma Quotes is Ok). Use
the
next option instead.
Replace
with a pipe. This will replace then
value mark with a pipe | This character
is
located on your keyboard, below the Backspace key.
Insert Store#/Acct
Name:
This
will add a addition field to the end of the download. This field represents on:
Reynolds
& Reynolds: The store number that
the data came from.
ADP: The account name that the data came
from.
Type: Change this download type to another
type. This feature is only available on
ADP
downloads.
15.
Report Downloads R&R (Old way):
Prefix
Name: Is the four (4) letters given
to the name of the map file. It can only
contain 4 letters.
Logon:
Is the store # that will be
used for this download. If you are
downloading from multiple
stores then separate the
store numbers with a comma (,). If you
have to do navigate between
multiple menus and stores
then you can specify then store number and the additional menu
option for department. Example:
Need to download from store 1 and 3, plus pick the service
department which is menu
option # 2, you would enter: 1;2,3;2
Actual
key stokes:
These are the keystrokes
needed to get the report started.
Anything that begins with % will
not be sent over to the
DMS. %PP tells SelectQ to prompt for
data when doing a Manual
download.
Merge
Blank Line Setting
:
Merge and separate data
by VM (Value Mark #253).
This
is used for the downloads that have multiple lines and must be
delimited
into one field but still separated. Like Vehicle Option Codes,
their
Descriptions and Service Op Codes and their description.
Merge Data Only. This will merge any data that has been
wrapped, such as customer name.
Skip Line. This
will force the download to skip the line altogether.
Leave Alone: If the
first field is blank and this option is choosen then the data wont
be
modified.
SelectQu can also download your financial statement.
17. Doing Manual Downloads:
SelectQu can perform downloads either manually or
with the use of simple text files. To
use SelectQu manually all is
needed is the telephone number, system type, login
and password.
All you need to do is enter this information on the
Communications tab of setup and then Click on File Do a
Download and this window will open:
The Single Download Files (Map files) list is a list
of all the available downloads. The
Grouped Download Files list is
downloads that are grouped together and ran as
one.
You would check the box for the download you want to
do. If there are any parameters that
need to be set, such as
starting and ending dates you would enter them in
the Starting Parameters box.
All map file names are based four characters, so
when your data is returned, the file name will also be the same four
letters. If
you need to make the file name unique then you can enter the unique data in the
Add to Que entry box and
SelectQu will append this information onto the data
file that is returned.
You can enter a Reynolds & Reynolds store# and
this will change the map files for the download you are doing.
Now all you have to do is click on Start Download
and the download will run.
Your program can also control SelectQu
completely. Below is a list of
operations needed to do this:
1.
If you are mass calling DMS systems then you will need to create the
following file.
This will override the current settings in SelectQu. The name of this file is: Sphone.Txt
and it contains the following information (if no
changes are needed then leave a blank line):
Line
1: Telephone number you are calling.
Line 2: System type:
0 = Adp, 1 = R&R or any other number that corresponds
to the dropdown titled: Login Procedure.
Line 3: This will override the comport/modem
settings.
Line 4: R&R store number where the data is to
coming from. This will
override the store number in the
map file.
Line 5: Override the login and password from what is
currently listed in
the login grid. It is stored in the current format:
$USER,username,password
Note: The login grid on the Communication tab must
have: $USER and
$PASS in the appropriate places for
this to work.
2.
Start SelectQ if it isn't already running. See instructions below
for starting parameters.
a.
If SelectQ isn't started with a parameter matching a download map file
then the following will need to be done.
1.
Create a que file that matches the first four letters of the download
map
file. After
the first four letters of the file name you can include any
characters that you want to make this file name
unique. The remainder of the
file name would consist of .que: invv.que
invvBobHonda.que Also
remember if you are using Group Downloads then use
the grouped down-
load name.
If you need to pass any parameters to the download,
such as dates, then you would
also include each one of the parameters on a separate
line in the Que file.
b.
After creating the que file(s),
SelectQ will then start the download/upload. At
this point and until the
download has completed you should do three things:
1.
Start your own timer in your program.
This is done solely because
someone could forced SelectQ
to shutdown through the use of
Windows Task Manager. In almost all cases SelectQ will return
a error in your answer file
stating that someone has shutdown SelectQ.
2.
Start monitoring what is happening with SelectQ. This happens with
the use of a file called: Qstatus.txt. SelectQ writes a one line message
to this file constantly with the current status of
it's operation. On average
this file changes every 6-15 seconds. SelectQ will protect Itself from
I/O file errors and you must do the same error
checking to see if the file
is in use when you read it in.
This message is also great for displaying the
messages in a dialog box
in your program, so the user will have some feedback
as to the status
of the download/upload.
3.
Wait for the answer file. This
file will be created after the download
has completed.
This is you key that SelectQ has finished.
If SelectQ was started by using a que file as a
parameter then SelectQ will
automatically shutdown when it has processed the
request. If it was running
and you created the que file, then it will go back
to checking for more
downloads every 5 seconds.
Parameters can be specified in the short-cut that you
would be using. They would be entered
along with the program
in Target. Your
other option of starting SelectQu is from within your program with the program
name and the any
parameters. All
parameters must be entered with a space in between each one.
If no parameters are used to startup SelectQu, then
SelectQu will start and begin checking for downloads that need to
be done. This
will allow SelectQu to continue running even after a download completed. If you specify a map file in
the parameter SelectQu will shutdown after the download
is completed.
C:\SelectQu\SelectQu.Exe
Parameters:
Mapfile
Startup SelectQu and do the download for the
map file specified, by the first four letters of the map file
name.
Additional you can append any characters on the end of the 4 letters, so
the answer files that you get
back will have the additional characters in
it's name. Also, if the map file has a
xtr file, then any additional
downloads that are specified in the xtr file
will also be downloaded.
SelectQu.exe invv or SelectQu.exe
invv1234
Additional Parameters:
P1 Parameter
number 1. This would be any data that
you want to pass to the download, such as
a beginning date. e.i. PU3/10/2003
P2 Parameter number 2. This
would be any data that you want to pass to the download, such as
a ending date. e.i. PU3/10/2003
NU The telephone number you want to call. This will override the number that is
currently in
SelectQ. If this is a direct connect via the comport
or telnet connection then don't specify
this parameter. The number can include 9 to get out, but
remember to use a, if need to pause
when dialing. e.i. NU8562240553 or e.i. NU9,8562240553
LO This parameter will allow you to change to a different login
grid. Normally you would use 0
{zero} for ADP and 1
{one} for R&R. LO0 or LO1
ST This is the Reynolds & Reynolds Store number. If you need to get information from a
certain R&R store
other than what is specified in the map file, then use this parameter.
Multiple store number can
be specified by commas. e.i. ST1 e.i.
ST1,2
UN This parameter will override the user login name in the login
grid. The login grid must have
the word $USER
UP This parameter will override the user login password in the
login grid. The login grid must
have the word $PASS in it
where the password would go.
AS Auto start the download specified using the additional
parameters stored in this text file.
You would create a text
file with the additional commands listed above on one line separated
by a space. This would be helpful if you where calling
multiple stores, because you could
create a different file
for each store. e.i. ASTheFileName.txt
P Startup
SelectQu and Prompt for the map file you want to download.
Nomad Startup
SelectQu in Setup Mode.
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