Copystar Fleet Services e-Automate Installation guide

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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

Note: e-automate Headers are

Case Sensitive. If Headers are

not exact, the process will fail.

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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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