Copystar Fleet Services e-Automate Installation guide

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Copyright © 2016 Kyocera Document Solutions Development
KYOCERA FLEET SERVICES
E-AUTOMATE SETUP
Version 1 KDA 05/01/17
1 INTRODUCTION
The meter export feature allows KFS users to export counter readings to an external system.
To set up an export to e-automate you must first have obtained ESN access from ECi. Please contact
them to get the KFS ESN component if you do not have access already. Once ESN is available to you, a
few steps are necessary to allow KFS to send the Meters to e-automate for billing.
The Meter API works with the following e-automate tables and requires these permissions (Description)
for the e-automate ID for the KFS ESN Meter Import. E-automate v8.7 or above is required.
A Custom Group Permission can be created or permissions added individually to the user ID.
You can specify not to require a password change initially or future change.
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This User ID and Password credentials are required for the creation of the KFS Meter Export. The Dealer
ID is provided by ECi upon acquiring the KFS ESN product.
2 KFS USER INTERFACE
2.1 METER EXPORTS
Meter exports is a group-based tab in the Administration section of KFS. Only System Administrators and
Managers have access to this tab. Users who have access to the group and the tab can modify the
connection setting, templates, and schedule.
2.1.1 Navigation
Meter exports has four sections: Connection settings, Templates, Schedule, and History. By default, the
UI will land on the History section. To set up a connection, click to the Connection setting section.
Note: The connection setting only needs to be configured once.
2.2 CONNECTION SETTING
Connection settings need to be configured to set up connection with external services. Every delegated
group must have its own connection setting configured before meters can export.
2.2.1 Create a Connection setting
Step 1: Click on the Connection setting section.
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Step 2: In the Group dropdown, select the group you want to create a connection setting for.
Step 3: Click New from the tool bar.
Step 4: Fill out the information for page 1 of the wizard.
Name: Name of the Connection setting
Description (optional)
Export type: Defaults to e-automate (ESN)
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Step 5: Fill out the information for Page 2 of the wizard.
Authentication ID and Authentication password: Credentials to connect with e-automate via ESN.
Database instance: This identifies the database instance of the e-automate server.
Dealer ID: Dealer ID is used to connect to the ESN cloud service, which is provided to users by
eAutomate. Note: This setting does not affect where the meters will appear on e-automate.
Meter source: Meter source identifies the meter reading (e.g., Phone call, Visit, E-mail).
After all the information is filled out, you can test the settings by clicking on the Connection test button.
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Step 6: Fill out the information for Page 3 of the wizard.
Sync by: Asset number. This determines how servers will identify the devices.
Device stale days: Number of days before a device is considered “stale.” Stale devices will be excluded
from the next scheduled export.
Step 7: Click Finish.
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2.2.2 To Edit the Connection setting
To edit a Connection setting, click Edit and follow the wizard to edit the information.
2.2.3 To Clear the Connection setting
To clear the Connection setting, click the Clear button on the toolbar.
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2.2.4 Testing the Connection setting
There are two places to test the Connection setting. You can test while you are creating or editing the
setting, or click on the Connection test button on the tool bar.
Tool Bar Test Button
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2.3 TEMPLATES
Templates are where you select which counters you want to export. Templates can be created, edited,
and deleted by anyone who has access.
2.3.1 Create a Template
Step 1: Select a Group from the dropdown that you want the template to apply to.
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Step 2: Click the Add button on the toolbar.
Step 3: Follow the wizard to create the template. Click Next.
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We have selected Total Black & White and Total Sum of Color for all Devices.
If running Three Tier you can select Totals for each level.
Step 4: Click Finish.
KFS Headers
e-automate Headers
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2.3.2 To Edit/Delete a Template
Step 1: Select a group from the dropdown
Step 2: Select the template(s) to edit or delete.
Step 3: Click the Edit or Delete button from the toolbar.
2.4 SCHEDULE
Schedule is where you define when you want meters to export, using specific groups and templates.
Schedule, like templates and connection setting, is group-specific. Therefore, you will only be able to
select a template for the selected group when you create a schedule.
2.4.1 Create a Schedule
Step 1: Select a Group from the dropdown that you want the schedule to apply to.
Step 2: Click the Add button on the toolbar.
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Step 3: Give the schedule a name and click Next.
Step 4: Select a template to apply to the schedule. Only the templates from the group selected in Step 1
will be displayed. You can also create a new template. Click Next.
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Step 5: Select the groups you want to apply the schedule to. Click Next.
Step 6: For Frequency, decide how often you want the schedule to run. There are three options:
On scheduled intervals: This is a reoccurring time: Daily, Weekly, or Monthly.
At scheduled time: A one-time occurrence at the specified time.
On demand: The schedule will not run automatically, but a user can run the export at any time.
Note: On scheduled intervals and At scheduled time schedules can be run on demand as well.
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Step 7: Click Next and review the summary of the schedule. Click Finish.
2.4.2 Edit/Delete a Schedule
Step 1: Select a group from the dropdown
Step 2: Select the schedule(s) to edit or delete.
Step 3: Click the Edit or Delete button from the toolbar.
2.4.3 Run a Schedule
To run schedules manually, select a schedule and click Run on the toolbar.
2.4.4 Schedule status
Schedules can be enabled or disabled. To change the status, select a schedule and click on the Change
status button on the toolbar.
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2.5 HISTORY
The History section keeps a log of all the times meters have been exported. They are organized by the
group. You can view and export the details in a CSV file.
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Copystar Fleet Services e-Automate Installation guide

Type
Installation guide
This manual is also suitable for

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