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Automated Import Program

The Everest AIP is an Everest Add-on (purchased separately). The Everest AIP automatically populates the Everest database with source data on a scheduled basis from external sources.  The AIP is a feature enabled within the Everest Event Manager

The Event Manager automates scheduled events on the application server like Scheduled Notifications via SMTP email (standard feature) and the AIP updates (Add-on feature, purchased separately).

EVEREST SETUP:

1. In Configuration | Other Options | Optional Components check the “Have AIP” checkbox
2. Choose a source data format from the drop down list:
   • CSV
   • Great Plains
   • Oracle
   • SAP
   • SQL Server
   • TXT

AIP SETUP:

Start the Event Manager...

Database Connection
The Database Connection in the Event Manager should point directly to the Database itself.

• Server Name
• Database Name
• Login Name
• Password
• Database Path

Configure Mail (required for Scheduled Notifications only)

• SMTP
  Specify a valid SMTP Host Name.
   

Configure Options
The AIP utilizes data import formats consistent with Setup | Imports.  Select the checkbox for each of the following data sets the AIP will import:

1. Accounts
2. Contacts
3. Users (passwords are not imported via the AIP)
4. Products
5. Equipment

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Frequency:
The AIP schedule may be set to a repeating frequency according to the following numeric values:

1 = import every day
2 = import every other day
3 = import every third day
etc…

Start Time:
The AIP start time may be set to a specific hour of the day.

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OPTIONS:

• CSV
  The files must be named so they begin with the word; Account…, User…, Product…, etc. and have an extension of .CSV, (i.e. accountimport.csv).  The files must be saved into the Import folder that was created within the AIP Connection, Root Data Path on the application server where the Everest Event Manager program is installed.  A Processed folder will also be created within the same root path.  The AIP will move successfully imported files from the Import folder to the Processed folder.  If the import files used by the AIP have the same file name, the AIP will only save a copy of the last file processed.
   

• Great Plains
  The database connection parameters are required in Setup | GP Connection, enabling a connection to the source database itself.
   

• Oracle, SAP, SQL Server
  A View of the source data must be created, cross-referencing the data names so that the Everest AIP can read the source data tables and also to add any necessary selection criteria, default values, etc.
   

• TXT
  The TXT format is an optional SAP data export format that is not typically used.

AIP Connection

1. Click on the AIP Connection button and type the Root Data Path
2. Click on the Test Path button to confirm the Root Data Path is valid

See also