Introduction

Data acquisition is available with plugin version 1.17.1 and later.

If the settings described below are absent, data on owners is taken from the PAYMENTSEXTRA table. If the setting is available and the data is loaded, it is taken from the aggregate via PDS/CRM — tables STAT_RK7_SHIFTS_PDSCARDS, STAT_RK7_SHIFTS_PDSFOLDERS. Moreover, if CRM DB communication is configured in the Extensions > Database reference, the report will attempt to connect directly to the CRM DB and retrieve owner names from there.

Getting Data from PDS Server

Data can be loaded either during the aggregates recalculation or during the recalculation of the corresponding cube — the payment cards cube. The validity of card data is verified in specified time intervals. Intervals are configured in IRReportsFSPrj.ini, section FS_AGREGATE, parameter Time_between_update_PDS. Time is specified in hours. If the data validity period has expired, and there are shifts, which have not been recalculated yet, FS attempts to connect to the PDS server and retrieve data.

To guarantee the correct work, do the following:

  1. Ensure access to the PDS server
  2. In the r_keeper manager station, go to Service > Interfaces and configure the corresponding interface, if it has not been configured earlier
    • In the CscLink.ini section, specify the .INI file name without extension and user name and password for the PDS
    • In the DLL Library Files section, select the interface of the required cash server
  3. Copy the CscLink.dll, Rtcp.dll, RNETBIOS.dll, RNBOPEN.dll libraries into the FS folder for IA reports and into the folder with the executable file of the reference server from FTP: ftp://ftp.ucs.ru/r-keeper/versions/PERSCARD/CSCLINK/cscl127.7z
  4. In IRReportsFSPrj.ini, section [FS_AGREGATE], set Time_between_update_PDS=1 for IA reports
  5. Configure server connection in CscLink.ini.

CscLink.ini file template:

[Settings]
CSLinkDLL=RTcp
CSLinkGate=1

[Rtcp]
Client1=RK7CUBERTCP
Server1=127.0.0.1
Port1=3456

Where:

  • CSLinkDLL is the dll name used to connect to CardServ
  • CSLinkGate is the input number
  • Client1 is the client name
  • Server1 is the IP address of the PC with CardServ
  • Port1 is the CardServ port

Getting Data from CRM server

Data is loaded during the aggregates recalculation. The validity of card data is verified in specified time intervals. Intervals are configured in the Time_between_update_PDS parameter, section FS_AGREGATE of IRReportsFSPrj.ini. Time is specified in hours.
If the data validity period has expired, and there are shifts, which have not been recalculated yet, FS attempts to connect to the CRM server and retrieve data.

To guarantee the correct work, do the following:

  1. Ensure access to the CRM server
  2. In the r_keeper manager station, go to Service > Interfaces and configure the corresponding interface, if it has not been configured earlier
    • In the CscLink.ini section:
      • ini-file — the name of the .I/NI file or the library. If you need to configure multiple CRM connections, name the files as follows: CscLink.dll, CscLink.ini, CscLink2.dll, CscLink2.ini, CscLink3.dll, CscLink3.ini, etc.
      • User — the user of the SQL server with CRM DB
      • Password — the password of the SQL server with CRM DB
    • In the DLL Library Files section, select the interface of the required cash server
      Data is loaded via the aggregate service; as a consequence, the aggregate service should be enabled for this mechanism to function.
  3. Copy the CscLink.dll, CscLink.ini libraries to the FS folder from FTP: ftp://ftp.ucs.ru/installers/IR REPORTS VER/1_17/1_17_8/FS/CRMLink/

  4. In CscLink.ini, specify the CRM DB connection string:

    [CRM_CONNECTION]
CommandTimeOut=300
connection_string = Provider=SQLOLEDB.1;Persist Security Info=False;Initial Catalog=CRM_TEST;Data Source=127.0.0.1,1433

    Where:

    • CommandTimeOut — the request execution timeout
    • connection_string — CRM DB connection string.

PDS and CRM use different libraries. If you need to use both CRM and PDS, or several CRM instances at the same time, rename the libraries and .INI files into CscLink2.dll, CscLink2.ini, etc.

The periodicity of new CRM/PDS data verification is specified in hours. If the period is not specified, the default value is 3 hours. New data is verified, only if there are shifts, which have not been recalculated yet.

Data Load Features

  1. Data is loaded from PDS only during the aggregates recalculation for a new shift, or during the recalculation of the corresponding cube — the payment cards cube
  2. The load frequency is controlled by the Time_between_update_PDS parameter in the [FS_AGREGATE] section. The value is specified in hours
  3. The load should result in filled tables STAT_RK7_SHIFTS_PDSCARDS and STAT_RK7_SHIFTS_PDSFOLDERS in the r_keeper 7 database.

It means that for a successful load from PDS, you should:

  • Wait until the time interval, specified in the Time_between_update_PDS period, expires
  • Close the shift
  • Wait at least for the time period specified in the Time_between_checking parameter (in minutes), until the Feature Server finds a new shift and recalculates the aggregates.
    A successful load is indicated by the log entry [PDS] Load 999 cards, or something similar.
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