To set up this interface
- The McLeod integration requires one of the two enhancements to run: RTALME (regular enhancement) or RTALME (advance enhancement). The RTALMA allows for more in depth cost codes to be setup in the Customer File for the VM Journal export options.
- If the customer does not want to integrate VM Journals then use the RTALME because the RTALMA triggers special switches when creating POs.
- Default directories can be set by running “editcnfg.cob” from the System > RTA Information > Special Utility Routine (SAU)
Config Name | Description |
RTA_TO_LME_DIR | Export Directory - where the data from RTA will be placed for import into LoadMaster |
LME_TO_RTA_DIR | Import Directory - where the data from LoadMaster will be placed for import into RTA. |
LME_ARCHIVE_DIR | Archive Directory - where the data files that have been processed will be moved. |
Each RTA Facility to be processed needs a corresponding McLeod “Company ID.” To do this, you need to:
- Go to Master > Facility > File Maintenance (MFM). Select your facility and then go to Edit > LoadMaster Settings
- The Company ID will be their TMS number.
- If they have multiple TMS (McLeod systems), then it has to be setup in a separate RTA facility.
- If you want a facility to have its own directories, they can also be set up here. If a directory is empty for a facility the corresponding default directory will be used.
The export directory is where RTA will export out to. The import directory is where RTA looks to grab the file from Load Master.
On Bastion, navigate to \\FTP\FTP\localuser\RTAXXXXX\ and create a PROD folder. In the PROD folder, create the subfolders: IN, OUT, REPORTS.
- 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.