Using Kewill Imaging Automatic Import Entry Extract

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Kewill Imaging

Using Kewill Imaging Automatic Import Entry

Extract

Publication Date: August, 2008

Last Revision Date: August 27, 2008

Kewill Imaging Automatic Import Entry Extract

Table of Contents

Table of Contents ..................................................................................................................................... 2

Using the Kewill Imaging Automatic Import Entry Extract .................................................................. 3

Prerequisites ......................................................................................................................................... 3

Installing Kewill Imaging Automatic Import Entry Extract ............................................................... 4

Starting Kewill Imaging Automatic Import Entry Extract ................................................................. 5

Configuring Kewill Imaging Automatic Import Entry Extract .......................................................... 9

Flagging an Import Entry for Re-Extraction ..................................................................................... 11

Activity Reports .................................................................................................................................. 11

Finding the Kewill Imaging Automatic Import Entry Extract Version ........................................... 11

Closing Kewill Imaging Automatic Import Entry Extract ................................................................ 12

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Kewill Imaging Automatic Import Entry Extract

Using the Kewill Imaging Automatic Import Entry Extract

Introduction Kewill Imaging Automatic Import Entry Extract is a Windows application that automatically extracts 7501’s and supporting documentation for Import Entries from Kewill Imaging. It runs continuously, detecting Import Entries in Kewill

Customs or Alliance Import for which it is has not already extracted documentation. It maintains a list of Import Entries for which documentation is pending in Kewill Imaging, and extracts the documentation when it becomes available in Kewill Imaging.

Import Entry selection is based on Customer and Release Date .

 The Customer’s role in the Import Entry can be one or more of the following: Importer of Record, Ultimate Consignee, or Bill To Party.

The Release Date must be greater than or equal to the previous

Import Entry selection query date/time minus a configurable delta-time.

The types of documents extracted are specific to the Customer.

The extracted documents are placed in a folder specific to the

Customer.

Supporting documentation is extracted into a TIFF file named eeeeeeeeeee.TIF

, where eeeeeeeeeee is the 11-character Entry Number of the Import Entry, e.g., ABC00000001 . At the time that the supporting documentation is extracted, if the 7501 is available for the Import Entry, then it is also extracted and included in TIFF file eeeeeeeeeee.TIF

. However, if the

7501 becomes available after the supporting documentation has been extracted, then it is extracted into a TIFF file named eeeeeeeeeeeES.TIF

.

Documentation is extracted only for Import Entries having a valid Entry

Number.

Kewill Imaging Automatic Import Entry Extract is installed on the Kewill

Imaging server or on a workstation. It runs as a foreground application on the console of the host system.

Prerequisites

Prerequisites Before you install Kewill Imaging Automatic Import Entry Extract, you must install the following on the host system:

Full Oracle 10g client

1. Copy the file Oracle_10201_client_win32.zip

from the Kewill Imaging distribution media to the host system.

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Kewill Imaging Automatic Import Entry Extract

2. Unzip the file, preserving its folder structure, to a temporary folder on the host system.

3. Run setup.exe

in the client subfolder of the temporary folder to start installation of the full Oracle 10g client.

4. Select a Custom install.

5. When presented with a list of options to install, select all options.

6. After installation of the full Oracle 10g client is completed, you may need to change the following setting

SQLNET.AUTHENTICATION_SERVICES=(NTS) to

SQLNET.AUTHENTICATION_SERVICES=(NONE) in file SQLNET.ORA

, depending on how Kewill Imaging Automatic

Import Entry Extract is connecting to the Kewill Imaging database.

This file is typically found in the NETWORK\ADMIN subfolder of the

Oracle 10g client installation folder.

In the same file, you may also need to comment out the following setting

NAMES.DIRECTORY_PATH= (TNSNAMES) by changing it to

#NAMES.DIRECTORY_PATH= (TNSNAMES)

Installing Kewill Imaging Automatic Import Entry Extract

Steps for Installing To install Kewill Imaging Automatic Import Entry Extract on the host system, do the following:

1. Copy the file KIAIEE_n.n.n_install.zip

from the Kewill Imaging distribution media to the host system.

2. Unzip the file to a temporary folder on the host system.

3. Run Setup.exe

in the temporary folder to install Kewill Imaging

Automatic Import Entry Extract.

4. Accept all defaults during installation.

5. If you are upgrading Kewill Imaging Automatic Import Entry Extract, then you will be prompted for a choice of Modify, Repair, or Remove ; choose Repair .

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Kewill Imaging Automatic Import Entry Extract

Starting Kewill Imaging Automatic Import Entry Extract

Overview

Step

1

The steps below describe how to start Kewill Imaging Automatic Import Entry

Extract.

Action

To start Kewill Imaging Automatic Import Entry Extract, select the Kewill Imaging

Automatic Import Entry Extract shortcut in the Kewill Imaging Automatic Import

Entry Extract program group.

As Kewill Imaging Automatic Import Entry Extract starts, you may briefly see the following splash screen ( below ).

Kewill Imaging Automatic Import Entry Extract splash screen:

Step

2

Action

If you are starting Kewill Imaging Automatic Import Entry Extract for the first time, you will then see the following error message ( below ).

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KI Automatic Import Entry Extract error screen:

Kewill Imaging Automatic Import Entry Extract

Error screen This error message is normal and indicates that you must configure Kewill

Imaging Automatic Import Entry Extract before you can use it.

Step

3

Action

Click the OK button in the error message screen. The Options screen is displayed

( below ).

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Options screen:

Kewill Imaging Automatic Import Entry Extract

Options screen See section Configuring Kewill Imaging Automatic Import Entry Extract for information on configuring Kewill Imaging Automatic Import Entry Extract.

Step

4

Action

Once Kewill Imaging Automatic Import Entry Extract is configured, you will see the following screen when you start it.

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Kewill Imaging Automatic Import Entry Extract

Start screen:

Fields/Buttons

Time

Last Entry Query

Customer

File Number

Entry Number

Action

Start button

Stop button

Description

The Time field shows the current date and time of the host system.

The L ast Entry Query field displays the date and time that Kewill Customs or

Alliance Import was last queried for Import Entries having a recent Release

Date.

This field shows the Customer code currently being processed.

This field displays the File Number currently being processed.

This field shows Entry Number currently being processed.

This field displays the current action.

The Start button starts automatic extraction of documents from Kewill Imaging.

The Stop button stops automatic extraction of documents from Kewill Imaging.

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Kewill Imaging Automatic Import Entry Extract

Configuring Kewill Imaging Automatic Import Entry Extract

Configuring Kewill Imaging Automatic Import Entry Extract is configured via its Options screen and Kewill Imaging System Manager.

You can access the Options screen by selecting the Options menu item.

Options screen:

Sections of Options screen

Oracle Connection section defines the Kewill Imaging database that

Kewill Imaging Automatic Import Entry Extract will communicate with.

Entry Query section controls the selection of Import Entries.

Error Reporting section controls the logging of errors.

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Fields/Buttons

Database Name

Description

The Oracle Connection section defines the Kewill Imaging database that Kewill

Imaging Automatic Import Entry Extract will communicate with. Typically, the

Database Name has the format ServerName:Port/SID .

Contact your Kewill Imaging system administrator for this information.

Processing Interval The Processing Interval is the time interval in minutes ( >0 ) on which Kewill

Imaging Automatic Import Entry Extract runs to extracts documents from Kewill

Imaging.

Entry Query Interval The Entry Query section controls the selection of Import Entries. Interval is the time interval in minutes ( >0 ) on which Kewill Imaging Automatic Import Entry

Extract queries Kewill Customs or Alliance Import for Import Entries having a recent Release Date.

Release Date Delta-

Time

Release Date Delta-Time in hours ( >=0 ) determines the Release Date range for Import Entry selection: the Release Date must be greater than or equal to the last Import Entry query date/time minus the Release Date Delta-Time .

Error Reporting The Error Reporting section controls the logging of errors. Errors can be logged to any combination of the following by checking the box in front of the method:

 the Windows Application Event Log,

 a specified Log File, and

 a semicolon-delimited SMTP E-mail ( user@domain ) address list. Email is sent using SMTP. SMTP settings are defined in the SMTP

Email screen (menu item General/SMTP Email ) in Kewill Imaging

System Manager. [ See the Kewill Imaging System Manager User

Guide for details .]

Confirm Processing of

Each Entry

The Confirm Processing Of Each Entry checkbox pauses processing after documents are extracted for each Import Entry to allow the user to review the indicators for the processed Import Entry.

OK button When you are finished configuring Kewill Imaging Automatic Import Entry

Extract, click the OK button to save the configuration.

Kewill Imaging System

Manager configuration

In Kewill Imaging System Manager, two screens configure Kewill Imaging

Automatic Import Entry Extract:

1. Import FTP Customers (menu item Import/Import FTP Customers )

2. Import FTP Document Types (menu item Import/Import FTP

Document Types ). [ See the Kewill Imaging System Manager User

Guide for details .]

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Kewill Imaging Automatic Import Entry Extract

Flagging an Import Entry for Re-Extraction

Flagging an Import

Entry for Re-Extraction

To flag an Import Entry for re-extraction, you must edit the record for the

Import Entry in the table ImFTPEntries in the Kewill Imaging database.

Clear the values in fields Sent7501 and SentDocs .

Activity Reports

Activity Reports On a daily basis, at a specified time, an activity report can be automatically generated for a Customer code and sent to a specified SMTP E-mail distribution list. The activity report lists the Import Entries for which documentation was extracted in the previous 24 hours.

Activity reporting is configured for each Customer code via the Import FTP

Customers screen (menu item Import/Import FTP Customers ) in Kewill

Imaging System Manager. [ See the Kewill Imaging System Manager User

Guide for details.

]

Finding the Kewill Imaging Automatic Import Entry Extract Version

Finding Version To find out what version of Kewill Imaging Automatic Import Entry Extract you are using, select the About menu item to show the About box.

About screen:

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Kewill Imaging Automatic Import Entry Extract

Closing Kewill Imaging Automatic Import Entry Extract

Closing Extract To close Kewill Imaging Automatic Import Entry Extract, click the Exit button.

Copyright © 2008 by Kewill plc [last revision date: 08/27/08]

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