xTuple Connect Product Guide
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xTuple Connect Product Guide

Installing and Using xTuple Connect for xTuple ERP

Version 3.6

May 2011

Table of Contents

Introduction

1. What is xTuple Connect?
2. What Platforms Does the xTuple Connect Batch Manager Run On?
3. What Do I Need to Run the xTuple Connect Batch Manager?

1. Installation

1. Downloading the Required Components

1.1. Getting xTuple's Updater
1.2. Downloading xTuple Connect

2. Installing the xtConnect Extension Package

3. Installing the xTuple Connect Batch Manager Client

4. Installing the Trojita Email Clients

2. System Administration

1. Overview

2. Running the xTuple Connect Batch Manager Client

3. Configuring the xTuple Connect Batch Manager Client

4. Basic xtConnect Package Configuration

4.1. Enable xTuple Connect
4.2. User Privileges

5. Monitoring xTuple Connect

6. Directory of Batch Jobs and Reports

7. Runtime Options

7.1. Connection Arguments
7.2. Tuning Options

8. Automatic Startup Techniques

8.1. Windows

8.1.1. Step 1: Configuring User Auto Log On
8.1.2. Step 2: Creating the .BAT File
8.1.3. Step 3: Adding a Shortcut for the .BAT File

8.2. Mac

8.2.1. OSX Shell Script

8.3. Linux

3. Connect Inside Your Company

1. Running Batch Jobs

1.1. Scheduling Jobs
1.2. Monitoring Job Progress
1.3. Job Complete Confirmation

2. Emailing Reports

3. Scheduling Recurring Jobs

3.1. Making Jobs Recur on a Schedule

4. Scheduling System Maintenance

5. Event Notification

5.1. Setting Up User Preferences
5.2. Generating an Event
5.3. Receiving Notification by Email

6. Alarm Notification

6.1. Setting Up User Preferences
6.2. Creating To-Do Alarms
6.3. Sample Alarm Email

4. Basic EDI

1. Sending Invoice Emails

2. Receiving Invoice Emails with Attachments

3. Configuring xTuple Connect to Send Electronic Invoices

3.1. Review Customer Form Assignments

3.2. Create a Simple EDI Profile

3.2.1. EDI Tokens
3.2.2. EDI Forms

3.3. Setting Up a Customer to Use A Profile

4. Conclusion

5. Advanced EDI

1. Parts of an EDI Profile

1.1. The EDI Profile Itself

1.2. EDI Forms

1.2.1. Basic EDI Tokens
1.2.2. Defining New EDI Tokens

1.3. Sending EDI in Batches

2. Using FTP to Send EDI

3. Sending CSV Files

4. Sending HTML Files

5. Sending XML Files

6. How to Create Reusable EDI Profiles

6.1. Start Slowly

6.2. Start Generally

6.3. Grow Slowly

6.4. An Example

6.4.1. Building a General EDI Profile
6.4.2. Entering the Required Customer Data
6.4.3. Testing

7. System EDI Profiles

7.1. EDI for Quotes

7.2. Incident EDI

7.3. Ad Hoc Database Queries

7.3.1. Submitting MetaSQL Statements to the xTuple Connect Batch Manager
7.3.2. Query Sets in xTuple Connect

8. Importing Data with xTuple Connect

8.1. Copying Files from an FTP Server
8.2. Import Files from a Local Directory

6. Connecting with Incidents

1. Use an Existing EDI Profile
2. Configuring CRM
3. Creating a Customized Incident EDI Profile
4. Defining Incident Categories
5. Creating Incidents
6. Receiving Incident Email

7. Email Integration

1. How Email Integration Works

2. Configuring Email Integration

2.1. Copying Mail Integration Files

2.2. Configuring Trojita

2.3. Tips & Tricks

2.3.1. Microsoft Mail
2.3.2. Macintosh Mail
2.3.3. Thunderbird

3. Viewing Mail in xTuple

3.1. Attach Email Dialog

4. Frequently Asked Questions

8. Learning More

1. Videos at xTuple.com
2. Power User Training
3. Consulting Help
4. Ask the User Community
5. Reading the Source

List of Tables

5.1. xTuple Connect EDI Summary

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