SageQuest online & ESC

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A walkthrough of the SageQuest Mobile Control Online & ESC integration
Pre-integration topics
Overview
Prerequisites
Installation\Configuration
Configuring SageQuest
Screenshots
ESC Side Installation
Configuring ESC: Part 1
Configuring ESC: Part 2
The Integration in Action
ESC Side Integration
SageQuest Side Integration
More Integration Info
Troubleshooting
Troubleshooting – 1
Troubleshooting – 2
Troubleshooting – 3
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Allows you to see the location of your technicians on the ESC
Electronic Dispatch Board if you have our mapping module.
ESC will send dispatch status changes over to SageQuest on-thefly.
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Note: ESC only sends status change times over to SageQuest when they occur
in ESC. If you modify a time in ESC it will not update the time in SageQuest.
ESC will send dispatches over to SageQuest as work orders so that
you can see them on the SageQuest online map as well as in select
reports in SageQuest.
SageQuest uses vehicle mounted hardware so the technician can’t
turn it off.
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The SageQuest hardware that comes from SageQuest must be
installed in the technician’s trucks.
You must be at Version 9.1 or later in ESC. It’s recommended that
you get the latest version of ESC before proceeding so you have
the latest and greatest.
MapPoint 2006 or 2009 must be installed on all machines that will
be using the ESC Electronic Dispatch Board’s mapping functions.
You must be licensed on our admin site for “Enabled SageQuest”.
This is something that your dESCO Sales person or Support
technician will have to turn on.
The Pending, Traveling, Working, Off Job and Complete status
codes in ESC must be set using our default attributes. See the
Troubleshooting – 2 slide for more information.
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Log into SageQuest’s website and then click on the “Vehicle
Management” tab.
Click on the “Drivers” link and setup all of your techs as drivers
that will be using SageQuest. Please call SageQuest if you have
any questions on how to do this.
After you’re finished setting up the drivers you can click on the
“Vehicle Management” tab and then click on the “Vehicles” link.
Create the vehicles for the techs that will be using SageQuest.
Please contact SageQuest at (888) 837-7243 ext. 3 if you have
any questions on how to do this.
Two very important things need to be done in this screen:

Each vehicle MUST be associated to a driver
 The vehicle number MUST match the tech employee number in ESC
Driver Setup screen
Vehicle Setup screen with important areas highlighted
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Go to: http://www.desco-soft.com/html/updates.html
Select the version of ESC you are currently running (must be at
Version 9.1 or higher) and enter the password to access up the
update page.
Download and install the ESC Connections Server on your server
where your ESC database is located.
Go to Start  All Programs  dESCO  ESC Connections
Server.
Right-click on blue icon
in your system tray (bottom right-hand
corner) and then click “Setup”
If you have problems downloading from our website please call
our office at 1-800-226-7529 and request a CD.
Enter your ESC database
1 connection info here. Go
to Help  About in ESC to
get these settings.
Click the “Test Connection”
2 button to make sure the
connection is good.
3
Select “SageQuest Web”
from the drop down and
then click Configure.
4
Enter in your SageQuest
Online API log in and
password. This will be
different than your regular
user name and password
for SageQuest’s website.
5 Click OK when finished
You should be back at the
main setup window. On
the bottom right-hand
6 corner simply click Apply,
wait for the pop-up that
says “Settings Updated”,
click OK and then click
Close
In ESC each technician will
be represented by an
arrow if the vehicle’s in
motion or a circle, if the
vehicle is stopped. Yellow
icons indicate current data,
while red icons let you
know that the data is old
(due to loss of signal).
ESC sends dispatch information every three minutes to SageQuest in the form of a
“work order”. This allows for reports, like the Travel and Stops + Work Orders report,
to contain much more accurate information about where the tech is and where he’s
going throughout the day. Work orders appear on the map in SageQuest as a grey
icon with a “B”. The icons may be different based on your configuration.

ESC also sends over status change information on-the-fly
however once the times are sent over they will not be updated if
the times later are modified in ESC.
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You can see the status history changes in SageQuest by right-clicking on a
work order in SageQuest and then go to “Work order status history”.
GeoFences are no longer sent over from ESC, they are handled
directly over in SageQuest. This means that the ESC MapPoint
Server will not be needed if you are using this new web based
version of SageQuest Mobile Control.
If information is changed on a dispatch in ESC (such as the
promised time, estimated time, technician, etc.), that information
will update in SageQuest when the three minute sending interval
occurs.
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Problem: Technicians are not appearing on the dispatch board.
Solution 1: Make sure the ESC Connections Server is configured properly, it’s
running and that the technician is an active tech on the dispatch board.
 Solution 2: Go back to the Configuring SageQuest slide and make sure that
you have associated your drivers to the vehicles and that the employee
numbers are correct.
 Solution 3: Go to File  Utilities  Edit Database tables and bring up the
MobHist table and see if there is data for today. If no data is there, make sure
SageQuest is working properly.
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Problem: Work orders are not appearing in SageQuest
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Solution: Make sure that the dispatch in ESC is for today. We only send
dispatches to SageQuest that are scheduled for today in ESC.
Problem: When a dispatch is set to “Off Job” in ESC and then set
to “Working”, it creates a new Work Order in SageQuest.
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Solution: There is no solution to this due to the current structure of both ESC
and SageQuest.
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Problem: Status code changes are not updating in SageQuest.
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Solution: Make sure that your Pending, Traveling, Working, Off Job and
Complete status code attributes are set to our defaults. To check this go to
Dispatch  Enter Status Codes and for each one make sure they match what
is below:
Pending
Traveling
Working
Off Job
Complete
Clear
Set
SIE
SIE
SIE
Clear
Set
SIE
SIE
SIE
Clear
Set
SIE
SIE
SIE
Clear
Clear
Set
SIE
SIE
Clear
Clear
Clear
SIE
SIE
Blank
Blank
Blank
Blank
Blank
Yes
Yes
Yes
Yes
No
No
Yes
No
No
No
Yes
No
No
No
No
Note: “SIE” stands for Set if Empty
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Problem: The error below occurs in the ESC Integration Log:
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SageQuest Web - Error in SageQuest Web thread:Thread was being aborted.
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Solution: This error means that the Connections Server couldn’t
establish a connection to SageQuest. This issue corrects itself
automatically. It should be ignored unless it’s happening continuously.
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Problem: The error below occurs in the ESC Integration Log:
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SageQuest Web - Error closing dispatch:71772:000 Status:Complete -Error
updating work order status:The Client Work Order ID specified was not a valid
ID.
Solution: ESC was trying to change the status of a work order in
SageQuest but the work order could not be found. The most likely
reason for this error is that you created a dispatch in ESC while the
SageQuest integration was off and then when you turned on the
integration, ESC couldn’t find the work order to update it. The problem
should correct itself on the next three minute sending interval.
SAGEQUEST MCO2 & ESC INTEGRATION
PRESENTATION END
If you have any questions regarding this presentation or the
integration, please contact our Support team at 1-800-226-7529 or by
e-mail at [email protected]
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