Using the JetTrac FBUpload ConfigForm:
JetTrac FBUpload™ enables the user to populate databases in an automated manner with the tools provided. JTFBUpload supports Microsoft Jet databases (aka. Microsoft Access) and SQL databases including Microsoft SQL and MySQL.
JetTrac FBUpload™ is a .NET application and requires a Windows operating system.
Table of Contents
This document is a guide to installing, configuring and using the JetTrac FBUpload™ module.
If you need assistance in installing and configuring JetTrac FBUpload™, call ProTechnology at 805-527-1248 ext. 0 or e-mail us at firstname.lastname@example.org. Please note that the JetTrac FBUpload™ license fee does not cover configuration services and technical support so there may be an additional charge. Please ensure you read these instructions carefully before calling for technical support.INSTALLATION AND CONFIGURATION OF JETTRAC FBUPLOAD™
The Configuration file necessary for JetTrac FBUpload contains the FileBound directory mapping that will link the extracted data to the appropriate index fields on the Filebound Server. Additionally FileBound Server Address (URL), Administrator Login Credentials, Project Name, Separator Name, Divider Name, Index Fields, Workflow (Display Name).
FileBound Server: Fully qualified URL directory to your filebound server.
User Name: Admin (anyone that has system administrator rights).
Password: Corresponding filebound password.
Project Name: Name of your project to upload to.
Separator: DocType or Name of the separator.
Divider: DocType or Name of the divider.
Index Fields: index fields seperated by pipe.
Workflow Route: Name of workflow to initiate, leave blank if no workflow.
Don’t Upload Flag: Flag specifying not when not to upload.
FbIndexDefaultValues: Here you can enter in default values for each of the index fields separated by pipes. If you do not wish to set a default value for one or more, simply leave them blank. For example…
2 index fields, there is no default value for first field, but second has a default value of the string None
If this field is not found within the ini file, FBUpload will ignore it.
FileBound Server: http://DellPC/fb6//
User Name: admin
ProjectName: ABC Invoices
Index Fields: CaseID|LastName
Workflow Route: Screening