Synchronise For Construction Managers
To speed up the job data synchronise process for construction managers, there is an option to synchronise this data on a regular basis and then copy the data to the Tablet PC. This procedure guide details how to set this up, automatically run the synchronisation, and copy the data to the manager's Tablet PC.
Note: This guide is written for those familiar with Framework Logistics Desktop and Framework Logistics Tablet. It involves knowledge of setting up a logistics site.
Framework ECM User Setup
In Framework ECM:
- Create a new user with the following details:
- Username: LogisticsMgrSync
- Password: 0000
Framework Logistics Desktop Site Setup
In Framework Logistics Desktop:
- Open the Logistics Site screen (Site > Logistics Site).
- Edit a logistics site. The Logistics Site dialog will be displayed. Typically this is Site #1.
- Enter a name. (Example: LogisticsMgrSync)
- Enter the Name/IP Address. (Note: This can be a server.)
- Select the Criteria Method as Major Work Flow Stage.
- Select the Criteria Value as Construction.
- Select the Connection tab.
- Under the Internet Connection group, enter the Confirmation Host, as required. (Note: Typically this is the IP Address of the Framework Server.)
- Under the VPN Connection group, enter the Confirmation Host, as required. (Note: Typically this is the IP Address of the Framework Server.)
- Enter the Host Server. (Note: Typically this is the IP Address of the Framework Server.)
- Enter the Framework DSN. This is the Framework ECM database data will be synchronised from.
- Enter the ODBC TCP/IP Port as: 1583
- Click OK. The Logistics Site dialog will close.
- Open the User Allocation screen (Site > User Allocation).
- From the Site drop down list, select LogisticsMgrSync.
- From the Users (Unallocated) list, select the LogisticsMgrSync user (as setup at the beginning of this procedure) and click to allocate users. This will move the user to the Users (Allocate) list.
- Close Framework Logistics Tablet.
Framework Logistics Tablet Client Software Setup
- Framework Logistics Tablet
- Insula Core Components
Start the Tablet PC. After logging in:
- Open Windows Explorer.
- Copy a blank tablet database to the Tablet PC.
- Open Pervasive Control Center.
- Create a new database engine called FworkMgrSync pointing to the newly copied blank Tablet PC database.
- Close Pervasive Control Center.
- Open ODBC Data Source Administrator.
- Create a new Pervasive.SQL Client DSN called FworkCstLTablet, pointing to the local server address (i.e., localhost).
- Create a new Pervasive.SQL Client DSN called FworkEcm, pointing to the Framework server address.
- Close ODBC Data Source Administrator.
Run Framework Logistics Tablet:
- Click Yes to connect to the Framework ECM server and configure the site. The Framework Logistics Synchronise dialog will be displayed.
- The connection to the Internet, VPN, and Framework will be performed.
- Once completed, select the Advanced tab.
- Select the Daily (upload only) - Construction Data profile.
- Check the tick box for items 1-7.
- Click Start Synch.
- Once the synchronise has completed, Framework Logistics Tablet will automatically shut down.
- Open Framework Logistics Tablet and login using the LogisticsMgrSync username and password.
Prepare A .INI File For Windows Scheduled Task
On the Tablet PC, copy the following contents into a new .ini file (i.e., FworkCstLSync.ini). If unfamiliar with the environment or creating .ini files, please consult your Network Administrator or Insula Software support.
Review the items marked bold.
;Framework Construction Logistics Synchronise
;This file is a standard .ini file
;It's purpose is to be used for controlling the sync app for special use
[Settings]
ODBCDSN_Framework=FworkECM
ODBCDSN_FworkCstLTablet=FworkCstlTablet
SMTP_Server=SMTPSERVER
;SMTP_UseSecurity: 1=Yes, 0=No
SMTP_UseSecurity=0
SMTP_UserName=enterUserName
SMTP_PWD=enterPassword
Mail_From=FrameworkLogisticsSync@yoursite.com.au
Mail_Recipient=Integration@yoursite.com.au;IntegrationSupport@yoursite.com.au
Mail_Subject="Framework Logistics Sync : FworkCstLMgrSync"
[Sync Options]
;SyncFlow: 0=Full, 1=UploadOnly
SyncFlow=0
;Packet1 (Construction Progress): 0=No, 1=Yes
Packet1=1
;Packet2 (Messages, Notifications): 0=No, 1=Yes
Packet2=1
;Packet3 (Jobs, Orders, VOs, Tenders, Colours): 0=No, 1=Yes
Packet3=1
;Packet4 (Tablet, Static Data, Entity, Prefs): 0=No, 1=Yes
Packet4=1
;Packet5 (Keys, Templates, Standard Notes): 0=No, 1=Yes
Packet5=1
;Packet6 (Company, Product, Land, Diary): 0=No, 1=Yes
Packet6=1
;Packet7 (Calendar, RMS, Security): 0=No, 1=Yes
Packet7=1
;UpdateAllocatedClients: 0=No, 1=Yes
UpdateAllocatedClients=1
;DeleteUnAllocatedData: 0=No, 1=Yes
DeleteUnAllocatedData=1
;PerformLogging: 0=No, 1=Yes
PerformLogging=0
;DisplayMsg: 0=No, 1=Yes
DisplayMsg=0
;ShowForm: 0=No, 1=Yes
ShowForm=1
;SendEmail: 0=No, 1=Yes
SendEmail=1
Create A Scheduled Task
Create a new scheduled task in Microsoft Windows.
The command line should look similar to the following:
"C:\Program Files\Insula Group Pty Ltd\Framework CstLTablet\Bin\FworkCstLSynchronise.exe" {Path}\FworkCstlSync.ini
- Set the desired time to run the synchronisation.
- An email will be sent to the mail recipient once the manager synchronisation is complete.