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On Bastion, navigate to \\FTPftp\FTP\localuser\RTAXXXXX\ and create a PROD folder. In the PROD folder, create the subfolders: IN, OUT, REPORTS.Mcleod Master (loadmaster) and copy all content to the customers FTP folder: \\FTP\FTP\localuser\RTAXXXXX\ 

• Set the Export Directory to \\FTP\FTP\localuser\RTAXXXXX\IN because these will be the .xml files that go "INTO" LoadMaster.
• Set the Import Directory to \\FTP\FTP\localuser\RTAXXXXX\OUT because these are the .xml files that were exported "OUT" of LoadMaster.
• Set the Import Directory to \\usw2-fs01\ClientData\RTAXXXXX\LoadMasterArchive - these will be the .xml files that were exported from LoadMaster containing data we imported into RTA. 

Setup Custom PS Script and Scheduled Task

Prepare the PowerShell (PS) script that executes the export utilities:

• Copy the "LoadMaster Master Script.ps1" located in \\ftp\c$\Users\Public then rename the new .ps1 file as RTAXXXXX-Company_Name-Loadmaster (XXXXX being their RTA Serial Number)
• Open the file in PS ISE or Notepad++ to edit the $rtaSerialNumber parameter and uncomment the exports they want enabled. 

Prepare the VisualCron Scheduled Task:

• Clone the "RTAXXXXX- RTA Loadmaster - TEMPLATE" job and rename it with as "RTAXXXXX-Company_Name-LoadMaster". Remember to ONLY change the name when first cloning the job and remove the "Activate" check box.
• Double click on the newly created LoadMaster job in VisualCron then naviagate to the "Task" tab and edit the task to use the correct PS script.

Setup the Scheduled Task on Customers McLeod Server

A meeting will need to be scheduled with either the customer's IT team or McLeod to access the server their system is hosted on. We will also need their RTA FTP credentials in order to edit the batch script used for pushing/pulling the files to/from our FTP.

• Since their FTP password has special characters that have to be reformatted when using a script, you'll need to copy the password from within WinSCP after you connect to the session. For example, the password: R+@$ucc3$$ will need to have the special characters converted to fit the WinScp language. 
  • Launch WinSCP and connect to their RTA FTP folder with the FTP credentials the customer received from their RTA Welcome email.
    
    • Note: You'll have to use WinSCP outside of Bastion because it won't connect if you attempt it from Bastion.
  •  Click on "Sessions" > Generate Session URL/Code
  • Make sure "Username" and "Password" are checked in the "URL" Tab
  • In the "Script" Tab, change the format option to "PowerShell Script"; the text box below will automatically convert the password in the proper format needed.
  • Copy and paste the session URL into the download.txt file located in their FTP folder (\\FTP\FTP\localuser\RTAXXXXX\Prod\RTASYNC).
    • The generated session URL will be ftp://username:password@ftp.rtafleet.us/