ISO Rating Bureau User Field Transfer Utility Instructions

Transcription

1 ISO Rating Bureau User Field Transfer Utility Instructions

2 ACS, A Xerox Company, Xerox Corporation and Affiliated Computer Services Inc. All rights reserved th St., Suite 309 Urbandale, IA All rights reserved WSpell ActiveX Spelling Checker Wintertree Software, Inc. PDF Rasterizer.NET TallComponents BV FIREHOUSE Software is a registered trademark of ACS. All rights reserved. Microsoft, MS, MS-DOS, Microsoft Visual FoxPro, and Microsoft Access are registered trademarks. Windows is a trademark of Microsoft Corporation. CAMEO is a registered trademark. ipad is a registered trademark of Apple, Inc. All other products or services mentioned in this manual are identified by the trademarks or service marks of their respective companies or organizations. ACS disclaims any responsibilities for specifying which marks are owned by which companies or organizations. FIREHOUSE Software is protected by the copyright laws that pertain to computer software. It is illegal to make copies of the Software except for backups. It is illegal to rent, lease, sublicense, or otherwise transfer any of the materials. It is illegal to remove or obscure proprietary notices. It is illegal to duplicate and distribute the Software by any other means, including electronic transmission. To protect trade secrets contained in the Software, you may not decompile, reverse engineer, dissemble, or otherwise reduce the Software to human perceivable form. You may not modify, adapt, translate, rent, lease, or create derivative works based upon the Software or any part thereof. ACS warrants the original CDs are free from defects in material and workmanship, assuming normal use, for ninety (90) days from the date of purchase. Except for express warranty of the original CDs set forth above, ACS grants no other warranties, express or implied, by statute or otherwise, regarding the CDs related materials, their fitness for any purpose, their quality, their merchantability, or otherwise. The liability of ACS, under the warranty set forth above, shall be limited to the amount paid by the customer for the product. In no event shall ACS be liable for any special, consequential, or other damages for breach of warranty ACS - Printed in the United States. All rights reserved. No part of this work covered by copyright hereon may be reproduced in any form by any means -- graphic, electronic, or mechanical -- including photocopying, recording, taping, or storage in any information retrieval system, without the written permission of the copyright owner. ii FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions

3 Technical support FIREHOUSE Software Technical Support: Phone: , option 2 [email protected] Sales contacts Jim Brandariz Phone: , Fax: [email protected] AZ, CA, NV, OR, WA Mike Rogers Phone: , Fax: [email protected] AR, KS, LA, MO, MS, OK, TX Peter Eleftherakis Phone: , Fax: [email protected] CT, MA, ME, NH, NY, RI, VT, Ontario Forest Nace Phone: Fax: [email protected] DE, IN, KY, MD, NJ, OH, PA, VA, WV Justin Powell Roger DeDoncker Rebecca Sanger Phone: , ext. 1 Fax: [email protected] AK, AL, CO, GA, FL, HI, ID, IA, IL, MI, MN, MT, NC, ND, NE, NM, SC, SD, TN, UT, WI, WY, International FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions iii

4 Table of Contents Introduction 1 Confirm that necessary lookup codes are installed 2 Install the rating bureau criteria codes 3 Download the files you need 6 Install the transfer utility 7 Run the query 9 Import the data 11 Review the data 13 Hide the rating bureau user fields 14 iv FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions

5 Introduction FIREHOUSE Software 7 introduced a new Rating Bureau tab in the Training Class dialog box, to replace rating bureau information kept by clients in the user field section of previous FH releases. A utility has been created for migrating the data from their user fields to the new Rating Bureau tab. The FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions is designed to help you use this utility to migrate your data. Note: You must use FH 7.3 or newer to complete the transfer process. If you do not have version 7.3, contact FH technical Support or your sales representative and request the update. FH technical support staff is available to answer your questions by telephone or . Technical support hours are from 7:00 A.M. to 7:00 P.M. Central time, Monday through Friday, and from 8:00 A.M. to 12:00 P.M.on Saturday. Call , option 2, for support voic and leave a message as to when you are available for a return call.you can also send an to [email protected]. WARNING: Perform a complete backup of your database before beginning. FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions 1

6 Confirm that necessary lookup codes are installed Before beginning, you should verify that the rating bureau lookup codes are installed. 1. Log into FH as an administrator. 2. Choose Tools Lookup Tables. The Lookup Tables dialog box appears. 3. Expand Staff Activity and Training Codes Training Class, Program and Instructor Codes. 4. Select Rating Bureau Criteria, and then click Setup. The Lookup - Rating Bureau Criteria dialog box appears. 5. Select Show Hidden Codes to display any codes that may be currently hidden. 6. Check to see whether rating bureau criteria codes are listed in the dialog box. 7. Click Close. 8. Depending on whether codes were listed in the dialog box, do one of the following. Were codes listed? Do this Yes Continue with Download the files you need, on page 6. No Continue with Install the rating bureau criteria codes, on page 3. 2 FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions

7 Install the rating bureau criteria codes Note: If the rating bureau criteria were listed in the dialog box in the previous topic, skip the steps below and go to Download the files you need, on page Click Close. 2. In the Lookup Tables dialog box, click Options, and then select Install Preset Staff, Activity and Training Codes. The Preset Lookup Sets - Staff, Activity, and Training Codes dialog box appears. FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions 3

8 3. Select FH Sample Staff, Activity & Training Codes, and then click Install. The Preset Lookup Categories - Staff, Activity, & Training Codes dialog box updates to list all the categories in the lookup set. 4. At the bottom of the list, select Rating Bureau Criteria, and then click OK. A dialog box warning that existing codes will be overwritten and prompting for confirmation to continue with the installation of the lookup codes appears. 5. Click Yes. 4 FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions

9 The Preset Lookup Codes - Rating Bureau Criteria dialog box appears, with all the codes in the category selected. 6. Click OK. A confirmation dialog box appears, stating that the preset lookup set was installed successfully. 7. Click OK. 8. In the Preset Lookup Codes - Rating Bureau Criteria dialog box, click Close. 9. In the Lookup Tables dialog box, click Close. 10. Continue with Download the files you need, on page 6. FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions 5

10 Download the files you need 1. In a web browser, go to The File Download dialog box appears. Caution: Do not click Open in the dialog box. 2. Click Save. The Save As appears. 3. Navigate to the location on your hard drive where you want to save theiso- RatingBureau.FHz file. 4. Click Save. The Download complete dialog box appears. 5. Click Close. 6. Continue with Install the transfer utility, on page 7. 6 FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions

11 Install the transfer utility WARNING: Be sure to notify your FH users that you will be installing a utility in FH, and ask them not to access Training records until you notify them that the installation is complete. 1. (FH Enterprise) Verify that the user name and password for Remote Connection Configuration is for a SQL administrator account. 2. Log into FH as an administrator. 3. Choose Administration Install New or Updated Components. The Install New or Updated Features dialog box appears. 4. Click Install From. FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions 7

12 The Select File dialog box appears. 5. Use the dialog box to find and open the ISORatingBureau.FHz file you saved to your hard drive. It may take a few moments for the Install New or Updated Features dialog box to list the items that will install. Note: Wait until this window is filled with items to begin the installation. 6. Click OK. A series of dialog boxes and status bars displaying the progress of the installation appear and then close automatically. This installs the query needed and the external data import definitions. This installs the report needed to check FH for user-defined fields. 7. Notify your FH users that the installation is complete, and that they can access Training records again. 8. Continue with Run the query, on page 9. 8 FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions

13 Run the query 1. Choose Tools Queries. The Queries dialog box appears. 2. Expand Staff, Activities and Training Queries Training Class Queries. 3. Select Export ISO Training User Fields, and then click Run. The Query - Export ISO Training User Fields dialog box appears, displaying the results of the query. FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions 9

14 4. Click Options, and then choose Print or Output to. The Output Query To dialog box appears. 5. Under Select Output Type, select Other File Type. The dialog box refreshes, displaying options for saving the query to this type of file. 6. From the menu under Other File Type, select ASCII File (Comma-Delimited). 7. In the field next to File, type C:\ISO.TXT Caution: The file must be saved to this location and with this file name, as the import definitions depend on this path and file name. 8. Click OK. A confirmation dialog box informing you that the file has been created appears. 9. Click OK. 10. In the Query - Export ISO Training User Fields dialog box, click Close. 11. In the Queries dialog box, click Close. 12. Continue with Import the data, on page FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions

15 Import the data 1. Choose Administration Database Administration Import from External Data Source. The External Data Imports dialog box appears. 2. Select 1-ISO-Night, and then click Run. A confirmation dialog box appears. 3. Click Yes. FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions 11

16 The import runs, and then the External Data Import Pre-Commit Results dialog box appears. 4. Click Commit. The import is finalized, and you are prompted to view the import log. 5. Depending on your interest, click Yes or No. 6. In the External Data Imports dialog box, repeat steps 2-5 for 2-ISO-Multi through 8-ISO- AutoAid to run the remaining external data imports. WARNING: You must run the run the external data imports in the order they appear in the dialog box. 7. In the External Data Imports dialog box, click Close. 8. Continue with Review the data, on page FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions

17 Review the data 1. In the FH main toolbar, click Training. The Training Class dialog box appears. 2. Click Browse. The Query dialog box appears. 3. Select a record, and then click OK. The Staff Activity dialog box populates with data from the record. 4. Click the Rating Bureau tab. 5. Under Additional Rating Bureau Criteria, review the information displayed on the tab. 6. Repeat steps 2-5 for different records until you are satisfied that your data migrated successfully. 7. Close the Training Class dialog box. 8. (Optional) Hide the rating bureau user fields, on page 14. FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions 13

18 Hide the rating bureau user fields Hiding the rating bureau user fields prevents users from accidentally entering data in those fields in the future. 1. Choose Administration User-Defined Fields. The User-Defined Fields Setup dialog box appears. 2. Expand Training Classes & Programs, and then select Training Class User Fields. 3. Click Setup. The Training Class User Fields dialog box appears, displaying a number of fields, with the User Fields Toolbar displayed over it. 4. Right-click the field for P Trn User (not the label), and then select Field Properties. 14 FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions

19 The User-Defined Field Properties dialog box appears. 5. Click the Rules Disable/Hide tabs. 6. In the Disable this field when the following condition is true area, click and type:.t. 7. On your keyboard, press the Tab key. 8. (Optional) Select Remove field from page if above condition is true. FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions 15

20 A confirmation dialog box appears explaining the results of selecting Remove field from page if above condition is true. 9. Click OK. 10. In the User-Defined Field Properties dialog box, click OK. 11. In the Staff Activity User Fields dialog box, repeat the previous steps for the remaining fields in the dialog box. 12. In the Staff Activity User Fields dialog box, click Save. 13. In the User-Defined Fields Setup dialog box, click Close. 16 FIREHOUSE Software ISO Rating Bureau User Field Transfer Utility Instructions