semci partner - sis - tmnet installation instructions ... · has prepared the following...

TMNET Setup.doc

* If there is no SIS folder, use the folder that contains the Partner folder SEMCI Partner Update – TM.Net 5/19/2010 pg. 1

Due to IVANS’ changes, Transfer Manager .Net must replace the older Transfer Manager. SIS has prepared the following instructions for your use in updating you SEMCI Partner system. If you have questions, please contact SIS at 800.747.7005. There are several options to assist you in this process.

Summary Overview Use this summary method if you already have experience with TM.Net and SEMCI Partner.

The complete detailed installation and setup procedure begins on the next page. • Get the file called TMNetDIY.zip from SIS. • Expand TMNetDIY.zip and you will get a folder called TMNet. • Place the TMNet folder in the root of the SIS folder—or whatever folder contains the Partner

folder if there is no SIS folder. • From the TMNet folder, copy the folders called Sorter & TMRecv to the Partner folder. • On the provided worksheet, p.3 below, and complete the IVANS information Account, User

ID & Password. You may detach the worksheet for convenience. • Download a copy of the TM.Net installer and place to the TMNet folder. Get it from IVANS

(or if you’re at SIS use I:\Service\External\TMNet-DIY\TMNet install files\ IVANSTMNET3.3.2.0.exe).

• On the worksheet (P.3), list all companies that download where the Downloading box is checked, then for each of those companies, list their

a. 4-character company code (on Co. Administrator’s, General tab just above the Action button…CSET1234),

b. Sender’s IVANS “Account” (log onto the IVANS ECS mailbox web page—it’s the 1st set of characters before the dot in the Send Mailbox column)

• Edit the Company administrator as follows: c. UN-check the Downloading box d. Check the FTP Download box e. Change the Account to its 4-character company code f. Change the Message Class field to the Sender’s IVANS “Account”

• Uninstall the old Transfer Manager, then • Install TM.Net from inside the TMNet folder. • Run ?:\sis\partner\Settm.exe to reflect the new Transman.exe location (which is now in

?:\sis\TMNet) • Open, add 2 mailboxes (screenshots on P. 12) and check/correct TM.Net settings like Receive

location. • Copy the SISBatch folder from the TMNet folder to the download PC’s c: drive and create a

desktop shortcut to it. • Edit to correct the 3 (X:\...) paths in c:\sisbatch\step1.bat. • Automate SISBatch step1 to occur 15 minutes prior to SEMCI Partner’s scheduled download

using Timetable.

TMNET Setup.doc


How to setup and install TM.Net Use this fully detailed method if you don’t have prior TM.Net and SEMCI Partner experience

Download to prep your system • Before beginning to install TMNet, you must run 2 consecutive successful downloads. • If your last download ran properly, a code 00000 will show for the last download

(Communications/History). • Then run 1 more download. • If there are errors they must be fixed before continuing.

Prepare Files and Folders to Install TM.Net • Work from the download computer. • Get the SIS provided TMNetDIY.zip file. (I:\Service\External\TMNet-DIY\). • Complete the Executing Path at the top of the worksheet on the next page as follows:

i) Open SEMCI Partner, ii) Use the top row’s Help drop-down, iii) Select ABOUT SEMCI PARTNER and iv) Click the Information button; the Executing Path is shown at the top. v) Close the dialog box and close SEMCI Partner.

• Unzip TMNetDIY.zip to the SIS* folder—or whatever folder contains the Partner folder. You should end up with ?:\SIS\TMNet. a) If you don’t know how to unzip TMNetDIY.zip, right-click on the zip file, select Extract all or

use any unzip program and browse to SIS (or Partner’s parent folder—the same folder that Partner is in), and extract there.

b) If you still cannot unzip TMNetDIY.zip, download 7-Zip from http://www.7-zip.org/download.html

c) Install 7-Zip, right click on the zip file, select Extract files, Browse (using the ellipsis) to the SIS folder or the folder that contains Partner (see the Executing Path on the worksheet on the next page) and OK.

• Delete TMNetDIY.zip after verifying that you now have ?:\SIS\TMNet. • Get the TM.NET installer (IVANSTMNET3.4.0.0.exe) from SIS or download it from IVANS into

that ?:\SIS\TMNet folder as follows: a) Find the TM.net program here: http://www.ivans.com/marketing/popup/tm.net.aspx b) Select the link: .Net Version 3.4.0.0 c) Download it to ?:\SIS\TMNet

• Open the ?:\SIS\TMNet folder and • Find the subfolder called ToPartner and open it • Copy its contents into the ?:\sis\Partner folder

• Now you’re ready to create a reference worksheet that you’ll need.

TMNET Setup.doc


Detach and complete this worksheet…

IVANS information Account: User ID: Executing Path \partner Password:

Column 1 Column 2 Column 3 Column 4 Companies that Download (Record exactly as in SEMCI Partner. Use same case and full name!)

Is the Downloading box checked?

4-character company code

Sender’s IVANS “Account”

TMNET Setup.doc


Open SEMCI Partner to the Administrator, File/Utilities/Administrator

1) Select the IVANS tab 2) Write the Account, Userid & Password from the 2nd column, Information Exchange onto

the worksheet (P.3)

3) Close the Administrator (click the Cancel button)

Worksheet Column 1

4) Open Communications/Transmit/Download

TMNET Setup.doc


5) Write down all the companies listed onto the worksheet’s Column1 labeled Companies that Download; write them down exactly as they appear –same case, same spelling and no abbreviations!

6) Close the Download window (Cancel button)

7) Open the Company Administrator, File/Utilities/Company Administrator

Worksheet Column 2

8) Select the Download tab, then 1by 1until done, slowly scroll through all the companies to note any that have the Downloading box checked.

TMNET Setup.doc


9) If the box labeled Downloading is checked, write YES in the column 2, which is labeled Is

the Downloading box checked?

Worksheet Column 3

10) Get the 4-character company code for each company that has YES in the column 2 as follows: a) Go back and highlight or select each of the YES companies; then

b) Click on its General tab

c) Note only the last 4 characters of the 8 character CSET1234 (it’s directly above the Action button). Those 4 characters are the 4-character company code. • Example: As in the screenshot below for Allied, the 8 character word is

CSETALLI so the 4-character company code is ALLI. “ALLI” would be listed in column 3. This isn’t case sensitive.

TMNET Setup.doc


d) Write the 4-character company code in the column 3 for each company that has a YES in column 2.

Close the Administrator. No need to save anything because nothing was changed—yet.

Worksheet Column 4

11) get the Sender’s IVANS “Account” name for each company that has a YES in its column 2. This comes from the IVANS website, so...

12) Go to this web address: http://ecsint.ivans.com/ 13) Login using the information on your worksheet using lower case characters: Account, User

ID and Password. (The password is usually the same as the password).

TMNET Setup.doc


14) Click Mail Menu

15) Select Received Files

16) Click the Retrieve Results box;

17) Scroll down & look in the Send Mailbox column 18) Find each Sender’s IVANS “Account” for each company and enter it in column 4 of the

worksheet Sender’s IVANS “Account”: • The account is the 1st set of characters before the dot. • Example: safc, ocas & ivag are 3 Sender’s IVANS Accounts

Note: You can usually tell a company by its Sender’s IVANS Account, safc is Safeco, ocas is Ohio Casualty but ivag is Travelers personal lines. If you can’t tell which one is which, Call SIS.

• Some companies do not use IVANS anymore but may have in the past. Therefore, you may not find a Sender’s IVANS Accounts for all companies. In that case, just leave a blank space and continue.

19) Add

20) Logoff of the IVANS website

TMNET Setup.doc


21) Using the Worksheet, make changes in Company Administrator as follows: 22) Open the Company Administrator: File/Utilities/Company Administrator

Here’s a screenshot taken before changes are made:

Note that the changes are in the top section of the page, Policy Download.

23) Repeat the following procedure, a-e, for each of the Companies that has YES in the

column 2 (use the worksheet you just completed for reference)

a) Click the Download tab if not already selected. b) UN-check the Downloading box c) Check the FTP Download box d) Change the Account to its 4-character company code (from worksheet column 3). e) Change the Message Class field to the Sender’s IVANS “Account” (from column 4)

24) ! Now GO BACK and scroll slowly thorough the companies and make absolutely sure that no company still has their downloading box checked! If any do, fix them by repeating a-e.

25) Have all other users exit SEMCI Partner 26) Exit the Company Administrator by clicking the Save button at the bottom, OK, 27) OK, and close any other screens that may open, then exit SEMCI Partner.

28) Have all users in SEMCI Partner close and re-open SEMCI Partner.

TMNET Setup.doc


Install Transfer Manager.Net

1. Uninstall the old Transfer Manager using the Windows Control Panel, Start/Control Panel/Add or Remove Programs.

2. Reboot if prompted. After rebooting, installation may resume but if not, just restart the installation as before and this time it will complete.

3. Open the ?:\sis\TMNet folder and run the IVANSTMNET installer (IVANSTMNET3.4.0.0.exe).

4. Next, 5. DO NOT accept the default the installation folder, instead key in or browse to

?:\sis\TMNet 6. Note, if you PC is very old you may be prompted to restart to install Microsoft .Net

Framework. If so restart and go back and restart the installer to continue (step 3 above). 7. OK, 8. Finish, (only part of the install process is done) 9. Next, Yes and ... 10. Again, DO NOT accept the default destination, instead key in or browse to ?:\sis\TMNet 11. Next, Next (setup continues) 12. Finish 13. Run Settm: Start and Run, Browse and find ?:\sis\partner\settm.exe 14. Run it (OK) 15. When the box Transfer Manager Enable SEMCI PARTER dialog box opens, key the

path to ?:\SIS\TMNet 16. Click Finish.

TMNET Setup.doc


1. Open TM.net: Start/All Programs/Transfer Manager.NET 2. Select Configuration/Support Mode 3. Select Configuration/Mailboxes…

1. Add the 1st of 2 mailboxes: Click the Add… button 2. Key in the your Account, User ID & Mailbox Password (use lower case) from the

worksheet and Location as IVANS ECS Internet (from the drop-down) 3. Check-mark the Online checkbox, click the OK button; 4. Add a 2nd mailbox: Click the Add… button 5. Key in the your Account, User ID & Mailbox Password (use lower case) from the

worksheet and Location as Information Exchange Internet (from the drop-down) 6. Check-mark the Online checkbox, click the OK button; 7. Close/exit TM.Net

TMNET Setup.doc


Setup Download Sessions with TM.NET & Partner

1) Copy the SISBatch folder from the ?:\SIS\TMNet folder to the root of the C: drive on the Download computer.

2) Create a shortcut of the SISBatch folder to the desktop (right-drag the folder to the desktop and when you release it, select Create shortcuts here).

3) Open the new shortcut 4) Right-click on the DL_Step1.bat and select EDIT

5) Make the 3 corrections to 3 the paths –those showing as ?:\... • The path should be the same as the Executing Path on your worksheet

• It’s currently set to an x: drive and needs to be changed to reflect the correct locations of the listed programs in your SIS folder.

6) Save and close open files or folders

Automate TM.NET Sessions Using the SEMCI Partner Timetable 1. If you download manually, skip step 2 below “Automate the TM.NET download…”; instead,

just open the new desktop Shortcut to SISBatch, run the DL_Step1.bat, wait a few minutes then run DL_Step2 .txt.

2. Automate the TM.NET download session, re-setup the time Table as follows: 1. Open the Time Table 2. Start/all Programs/Strategic Insurance Software/Components/Time Table 3. Find the Comment field, the black navigation arrows and the Time field.

4.

TMNET Setup.doc


5. If Download is NOT showing, manipulate/scroll with the arrows until the Comment field reads Download. Note the time and exit the Time TableClick the Add button

6. In the top field, Working Directory, click Browse, and a working directory window will open (as in the screenshot below).

7. Use the drop-down arrow at the bottom and select the c: [Local disk]. 8. In the middle (large) window, select c:\ drive by double-clicking it. 9. Scroll down to find and select the SISBatch folder and click OK

10. In the second field, Command Line, click Browse and find the SISBatch folder in the

root of the C: drive, double-click on the SISBatch folder, 11. Note the window in the left middle panel, and find DL_Step1.bat and double-click on it.

12. Click OK

TMNET Setup.doc


13. Change the Comment field to read DL_Step1.bat 14. Set the Start Date to today’s date 15. Set the End Date for 5 years or more into the future 16. Set the Time for 15 minutes before scheduled Download time, which you noted earlier in

Step 5 above. 17. Click Exit to close the Time Table

3. Test the time Table

1. Have all users exit SEMCI Partner 2. Open the SISBatch shortcut 3. Run step 1 and when done, Run step 2 4. If no errors, the setup worked 5. Close the SISBatch shortcut 6. Open the Time Table 7. Write down the Time showing in the upper right 8. Change the time to 2 minutes into the future (time based on the download PC) 9. Exit the timetable and wait a few minutes—the SISBatch should run. 10. Open the Time Table and reset the Time to the original time—15 minutes before the

scheduled Download time. 11. Exit the Time Table

APPENDIX TM.NET Errors

If you get any RAS errors it means that TM.Net is looking for modem settings. There probably is still a company checked for Downloading in Company Administrator on the Download tab

Path not found error when Partner tries a Communications/ Transmit/ Download… or Upload…. Partner must be assigned a path to the TM folder even though it does not need it. To fix this, run ?:\sis\partner\Settm.exe. Change the Transfer Manager Location field to a valid folder where TM is installed, such as ?:\sis\tmnet.

semci partner - sis - tmnet installation instructions ... · has prepared the following...

Documents