Transcript Data Synchronisation in Shoper 9

Data Synchronisation in Shoper 9
January 2010
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Objectives
 Benefits of Data Synchronisation
 Map Business needs to Synchronisation options
o Modes of Communication
 Configuring Shoper 9 HO
 Configuring Shoper 9 POS
 Working of Data Synchronisation
o Synchronisation Agent
o Data Transfer
 Import and Export at HO
 Manual Sync at POS
 Scheduled Sync
 Generate Reports for Data Transferred
 Data Synchronisation to Multiple Shoper 9 HO
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Data Synchronisation in Shoper 9
 Data Synchronisation enables both Head Office
and Showroom to maintain latest data at any
specified time.
 Data is transferred between Head Office and
Showrooms through selected medium.
 Transfer of data can be triggered manually or
automated using scheduler.
 Shoper 9 HO controls the sync mechanism by
creating rules, schedules, masters, etc.
 The communication details are configured in
template to be used at showrooms.
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Benefits of Data Synchronisation in Shoper
 Choice of multiple modes of
communication
 Easy to configure and use
 Scheduled and Manual Sync option
 Sync Reports
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Map Business Needs
 Synchronisation mechanism is configured depending on your business needs,
such as:
o Type of Data
o Frequency of transfer
o Size of Data
o No. of Showrooms
 Choose the mode of communication for data transfer depending on various
factors like available infrastructure, business needs, etc.
o HTTP: A virtual server is created using the IIS platform and used to
exchange data between Shoper 9 HO and Shoper 9 POS.
o FTP: In this mode a FTP server is used as data transfer medium.
o Mail: Standard email clients are used to transfer data. Example: Outlook,
Outlook Express.
o Direct Copy: Direct transfer is used when Shoper 9 HO and Shoper 9
POS are connected over a network.
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Configuring Shoper 9 HO
 Shoper 9 HO installed at Head Office is the controlling
application. All the configurations are set at HO.
o Selecting the mode of communication
o Entering the details for the selected
communication mode
o Cataloguing the Showroom master
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Configuring Shoper 9 HO - HTTP
 Setup the Online folder using the IIS option
 Go to Housekeeping > Reconfiguring System Parameters > Click On
Line under Categories
o Select On Line as the mode of communication
o Enter Online server (system hosting IIS folder) details to enable
connectivity
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Configuring Shoper 9 HO - Mail
 Configure HO Server and Mail Server
 Go to Housekeeping > Reconfiguring System Parameters > Click Mail
under Categories
o Select Mail as the mode of communication
o Furnish the mail prerequisites to enable identification of data
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Configuring Shoper 9 HO - FTP
 Setup FTP Server with Username and Password.
 Go to Housekeeping > Reconfiguring System Parameters > Click On
Line under Categories.
o Select FTP as the mode of communication.
o Enter FTP server information with username and password used at both
POS and HO.
o Also check for the FTP mode in the server. Shoper synchronisation
supports FTP in both Passive and Active mode.
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Configuring Shoper 9 HO – Direct Copy
 Configure Local Area Network (LAN) settings
o Select Direct Copy as the mode of communication
o Enter the details of the folders to be used for exchange of data
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POS Catalogue at HO
 Showrooms masters are catalogued in Shoper 9 HO. Communication mode to
be used by showrooms for synchronisation is also configured in the catalogue.
 In Communication tab of showroom catalogue, select communication mode.
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Configuring Shoper 9 POS
 Business Templates take care of
configuring mode of
communication in Shoper 9 POS,
except for Direct Copy
 Direct Copy: Configure the path
manually in Shoper 9 POS
o Enter HO Code and Name
o Choose the mode of
communication as Direct
Copy
o Enter path details (Direct
Copy path)
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Working of Data Synchronisation
 Data Synchronisation involves import and export of data over the set medium
between HO and POS applications.
 Data is exported using encrypted Zip files. The application importing these
files will decrypt and load the data.
 Example of file name: HO1MYS000001.ZIP, where HO1= HO Code,
MYS=Showroom Code, 000001=Incremental Number.
 Out folder is used to upload data files and export. Similarly, In folder is used
to download data files and import.
 During synchronisation log files having detailed progress of the process are
created in <Application folder>\Share\Log folder.
o The log files are created with .log extension.
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Sync Agent
 Sync Agents are used to trigger the synchronisation process based on the set
schedules.
 Sync Agents will set the sync process rolling in HO and POS respectively.
Sync Agent at HO
Sync Agent at POS
 Data Extraction at HO
 Data download at POS
 Send Extracted Data to POS
 Data load at POS
 Data Download at HO
 Data Extraction at POS
 Data load at HO
 Send Extracted data to HO
 Send Acknowledgement to POS
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Data Transfer Options
 Import: Data can be sent/ received using the Import and Export option
manually in Shoper 9 HO
 Go to Data Sync. > Imports > Showroom Transactions
 Use Import data option to load data received from Shoper 9 POS manually
o This option will load the data files from In folder
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Data Transfer Options
 Export: You can manually export data
to Shoper 9 POS by selecting data
range and specific showrooms
 Go to Data Sync. > Exports >
Master Data to POS
o This option will create data files in
Out folder
o Created data files are sent to
Shoper 9 POS
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Data Transfer Options
 Manual Sync: Data upload and download can be initiated manually in Shoper
9 POS
 Go to Housekeeping > POS-HO Synchronise > Synchronise with HO
o Extract and Upload POS data
o Download and load HO data in POS
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Data Transfer Options
 Scheduling Synchronisation: Shoper 9 HO controls the scheduling activities,
by:
o Creating schedules for sync in Shoper 9 HO
o Creating schedules for sync in Shoper 9 POS
o Configuring activities to be executed during scheduled sync
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Scheduling HO Sync
 Schedules can be set for Shoper 9 HO to sync with showrooms based on
their Geography/Location Type/Group.
Geographical: Set of
showrooms located in a
common geographical area
such as Region, State, City,
etc.
Location Type: Set of
showrooms grouped based on
their business type.
Data Sync Groups: Flagship
showrooms or showrooms in
commercial centres
irrespective of
geography/location type can
be grouped.
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Scheduling HO Sync
 Schedules can be set Day wise or Date wise at specific intervals or specified
times
Day wise: Selected days of
a Week
Date wise: Selected dates
of a Month
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Scheduling HO Sync
 HO Agent – Allows configuring the activities to be carried out during
scheduled synchronisation
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Scheduling Sync from POS at HO
 Schedules can be created for showrooms to sync with Shoper 9 HO based on
Geography/Location Type/Group
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Scheduling Sync from POS at HO
 Schedules for synchronisation from Showrooms can be created Day wise or
Date wise at Specific Intervals or Specified Times
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Scheduling Sync from POS
 Schedule agent allows configuring the tasks to be executed in Shoper 9 POS
during scheduled synchronisation
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Reports
 Reports can be generated and viewed to get details on data loaded, data not
loaded in Shoper 9 HO and also a Dashboard report for complete details about
synchronisation.
o Files Loaded: List of files loaded in Shoper 9 HO
o Files not Loaded: List of files not loaded in Shoper 9 HO
o Dashboard: Gives details of data synchronisation
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Synchronisation Status Report at POS
 At POS synchronisation status can be ascertained by generating a report
 The report will display the status of each task in synchronisation process and
receipt of acknowledgement from Shoper 9 HO for the data synchronised
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Rollback Showroom Transactions
 Another option that HO application has is to rollback the showroom data
already synchronised.
 This can be used when you want to synchronise data from an earlier date for
which data was loaded in Shoper 9 HO.
 Rollback is required when synchronisation fails, due to:
o Database restoration in Shoper 9 POS
o Database restoration in Shoper 9 HO
o Loss of acknowledgment file
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Synchronisation to Multiple HO
 Shoper 9 POS application can be used to synchronise with multiple HO
applications.
o A Large franchisee dealer can sync data with HO at the Franchisor head
office and with head office of the franchisee network.
o In synchronising with multiple HO’s, POS can use different mode of
communication for each HO.
o POS Agent will handle multiple schedules set by different HO’s
incrementally and share execution time.
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Questions & Answers
For more information log in to:
www.tallysolutions.com
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Thank You
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