Preconditions

Preconditions

1. Create excel file

Create excel file in the following fomat: ExcelFileFormat.

Configuration

The following settings are required to be made for Person.Register transaction generation from 'Excel':

1. Go to Greenrain Automation Settings

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Select Person.Register tab and configure settings:

1. 'Generate and upload Person.Register transactions to Shafafiya': should be checked.
2. 'Processing interval' drop-down fills automatically with custom values. User can select an interval from the list, '30 minutes' for example.
3. 'Choose where Greenrain Automation will get person register data from':
   1. 'Excel' value should be selected from drop-down list.
   2. 'Select folder where to expect Excel files'. Specify the directory from which you want to retrieve data (excel file, see Preconditions p.1).
4. Click "Save" button.

3. Check common configuration

Generate PersonRegister transaction

1. Go to Greenrain Automation Services

Select "Services" from the Toolbar → 'Greenrain Automation Services' form opens (refer to Figure1.).

2. Start the service

It allows to start a service after certain runtime configured on the Person Resister tab (refer to Configuration → 2. Configure Person.Register tab).

1. Click "Start the service" link:
   1. 'Download Service Status' will be changed to RUNNING (marked with green).
   2. 'Stop the service' link will be displayed under the status.
2. Click "Close" button.

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Figure6Figure3.

"Run" link in the Toolbar allows a user to run the service at any time on demand (refer to Figure1.).

The following settings are required to be made for Person.Register generation from excel file:

Step1. Select Settings from Toolbar → Greenrain Automation Settings form opens.

Step2. Select Person.Register tab.

Step3. Configure Settings.

• Generate and upload Person.Register transactions to Shafafiya should be checked.
  • Processing interval drop-down fills automatically with custom values. User can select an interval from the list.
• Choose where Greenrain Automation will get person register data from
  • "Excel" should be selected from drop-down list.
  • Select folder where to expect Excel files. Displays a standard dialog that allows the user to select a folder with excel files for Person.Register transactions generation.

Data Source Format

Excel File Format

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3. Check PersonRegister transaction

1. check e-mail notification.
2. check Greenrain Automation database:
   1. PersonRegister table: 1 record is created;
   2. Transactions table: 1 record is created.
3. check PersonRegister transaction in Greenrain Messenger: 
   1. Log in to Greenrain Messanger (refer to common configuration → 3. Configure Post Office Settings).
   2. Select "Download" tab.
   3. Set filters and click "Search" button → the uploaded Person.Register transaction has been found:
      1. set "Transaction date"
      2. set "Person.Register" checked
      3. set "Sent only" and "New only"

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Figure4.