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The following outlines the settings for Microsoft Dynamics Client and Jobs integration .ini file profiles.
Default initialisation filename:
Int_DynamicsAccounts_Default.ini
Settings
Key | Description/Setting |
|---|---|
IntegrationType | Description: Specifies the type of integration to be performed. This is a fixed value that should not be changed. Setting: Dynamics Accounts |
UseWizard | Description: Specifies whether Integration will be run manually or automatically. Setting: 0: Integration will be run based on the values in the ini file and can be run automatically without user intervention. 1: Integration will be run using a wizard allowing users to modify the details of the integration. |
Databases
Key | Description/Setting |
|---|---|
ODBCDSN_Framework | Description: ODBC DSN name for the Framework database. Setting: FworkSQLEcm |
ODBCConnect_Framework | Description: ODBC DSN connection string for the Framework database. Setting: None |
ODBCDSN_FrameworkLicense | Description: ODBC DSN name for the Framework Licence database. Setting: FworkSQLLic |
ODBCDSN_IntMapping | Description: ODBC DSN name for the Framework Integration Mapping database. Setting: FworkSQLIntMap |
ODBCConnect_IntMapping | Description: ODBC DSN connection string for the Framework Integration Mapping database. Setting: None |
ODBCDSN_Destination | Description: ODBC DSN name for the Dynamics database. Setting: FworkDynamics |
DatabaseName_Destination | Description: Dynamics database name. Setting: DynaFramInterface |
ODBCConnect_Destination | Description: ODBC DSN connection string for the Dynamics database. Setting: None |
Mail Configuration
Key | Description/Setting |
|---|---|
Mail_System | Description: Email delivery method. Setting: 0: no email will be sent. 1: email will be sent using MAPI. 2 (default): email will be sent using SMTP. |
Mapi_Profile | Description: Microsoft Outlook user profile name. Setting: (default): Outlook |
Mail_From | Description: The name or email address of who/where the email is being sent from. Setting: FrameworkIntegration |
Mail_Recipient | Description: These are the mail recipients of integration logs. Multiple addresses can be added if separated with a semi-colon (;). Spaces are not necessary before or after the semi-colon. Setting: enterRecipientEmail@yourDomain.com.au;integrationsupport@insulagroup.com.au |
Mail_Subject | Description: Email subject heading. Setting: "Framework Integration : Dynamics Accounts" |
SMTP_Server | Description: If using Mail_System 2 (SMTP), add the SMTP Server name. Setting: enterSMTPServerName (replace this text with your SMTP Server name) |
SMTP_UseSecurity | Description: Is security used for the STMP server? Setting: 0 (default): A username or password is not required. 1: A username and password is required. If this setting is used, the SMTP_UserName and SMTP_Pwd fields must have a valid username and password. |
SMTP_UserName | Description: A valid username for the SMTP server. Setting: enterUserName (replace this text with a valid SMTP Server User Name) |
SMTP_PWD | Description: A valid password for the SMTP username. Setting: enterPassword (replace this text with a valid SMTP Server Password) |
Criteria
Key | Description/Setting |
|---|---|
OnlyIntegrateNew | Description: Instructs Integration to only process newly added jobs. Does not process any updated data. Setting: True: only new records will be included. False: all records will be included. |
JobCriteria | Description: Criteria for selecting which jobs are updated. Setting: 1: all jobs will be integrated. 2: a single job will be processed based on the job number in the setting jobCriteriaID. |
JobCriteriaID | Description: This is the job number to be integrated if the JobCriteria (above) is set to 2. Setting: enter job number to be integrated. |
IncludeMaintenance | Description: Instructs Integration to include jobs that are in maintenance to be included/excluded. Setting: True: Maintenance Jobs will be included. False: Maintenance Jobs will not be included. |
OfficeContext(x)=y | Description: Instructs Integration to set the context value to y (l_context_id) where the job has a context identification value of x (l_rpt_index2). Setting: x is the job.l_rpt_index2 value to look for. y is the context value to use. Note: for more than one context, users can enter OfficeContext() more than once as long as the x value is different for each one. |
Actions
Key | Description/Setting |
|---|---|
ActionProcessJobs | Description: Integrate Framework jobs. Setting: 0: no jobs will be processed. 1: all jobs will be processed. |
ActionProcessContacts | Description: Integrate Framework contacts. Setting: 0: no contacts will be processed. 1: all contacts linked to clients with jobs will be retrieved for processing. |
ActionProcessVariations | Description: Integrate Framework variations. Setting: 0: no variation documents will be processed. 1: all variation documents (or subtype post contract or building variation) for eligible jobs will be retrieved for processing. |
ActionProcessLUPrdHElev | Description: Integrate Framework House Elevation look up table (Prd_hElev). Setting: 0: the Framework reference table will not be processed. 1: the Framework reference table will be integrated. |
ActionProcessLUPrdHFacade | Description: Integrate Framework House Facade look up table (Prd_hFacade). Setting: 0: the Framework reference table will not be processed. 1: the Framework reference table will be integrated. |
ActionProcessLUPrdHSeries | Description: Integrate Framework House Series look up table (Prd_hSeries). Setting: 0: the Framework reference table will not be processed. 1: the Framework reference table will be integrated. |
ActionProcessLUPrdHType | Description: Integrate Framework House Types look up table (Prd_hType). Setting: 0: the Framework reference table will not be processed. 1: the Framework reference table will be integrated. |
ActionProcessLUPrdProm | Description: Integrate Framework Promotion look up table (Prd_Prom). Setting: 0: the Framework reference table will not be processed. 1: the Framework reference table will be integrated. |
ActionProcessLUPrdSType | Description: Integrate Framework Sale Type look up table (Prd_sType). Setting: 0: the Framework reference table will not be processed. 1: the Framework reference table will be integrated. |
ActionProcessLUPrdRDiv | Description: Integrate Framework Region Division look up table (RDiv). Setting: 0: the Framework reference table will not be processed. 1: the Framework reference table will be integrated. |