DCA Import Guide for Sherpa

DCA Import Guide

Import Meter Reads

Compass can interface with multiple meter discovery/tracking/DCA (Data Collection Agent) devices. Of those DCA's, below are the most commonly used, and how to export from those devices.

PrintFleet

PrintFleet has either the direct connect option (V3) or .csv import option (Enterprise). Depending on which version of PrintFleet you are using will determine which option you will choose. Also, with the version 3 option, you will need to have your URL info entered in the Administration Control Panel in Sherpa and will also need to have your email and password used to access PrintFleet from the Sherpa TCO.

PrintFleet V3 -

Enter your Email Address and Password, click OK

Choose the Groups and Region you want (if applicable), and enter a date range at the bottom of the page, and click OK

PrintFleet Enterprise -

Log into your PrintFleet account on your PrintFleet web page
On the Settings menu, point to Device Management, and then click Import/Export.
Select a group from the Group list.
Select Export from the Method list.
In the Devices area, choose which devices you want included in the export by doing one or more of the following:

Click Check All, to select all devices. This can be reversed by clicking Uncheck All
Click to select the check box beside individual devices

Click Change Filters, and select appropriate settings to narrow down the number of devices displayed
Type in a name for the exported file in the File Name box
Select Compass from the File Format list
Choose a start and end date and time for the exported information in the Start and End fields
Click Export

compassexport

FMAudit

FMAudit also has either the direct connect option (FMAudit Central) or .csv import option (FMAudit). Depending on what version of FMAudit you are using will determine which option you will choose. Also, with the Central option, you will need to have your URL info entered in the Administration Control Panel in Sherpa and will also need to have your email and password used to access FMAudit from the Sherpa TCO.

FMAudit Central -

Enter your Email Address and Password, click OK

Double click on the account you want to bring in the data from
Enter in a date range and click on Get Audits. You will see a list of dates that FMAudit scanned the network. Choose the date(s) you want to bring in the meters for and click Select, or Close to go back.

FMAudit.CSV File / Import/Export

Go to the Reports Menu
Choose Meter Report
Under Templates, choose the Compass option and click Generate

Once you have your .csv file saved to a destination on your desktop you can then go to the TCO tab in your Accounts screen. Go to Import Meter Reads and click the down arrow to choose your .csv file that you would like to import.

You would then click on the Open and browse to where your .csv file is saved that you want to import, it will then import your .csv file:

From here you can choose to “select all” or control click to choose what equipment you want to add into the TCO area. You can also choose the “Accounts Business Days” if your business is open 7 days a week, once you have made those choices, “Add Selected Models to TCO” it will then populate your Total volume, broken down by total, mono as well as color. You will notice everything has now moved to the bottom of the screen.

Once you have done the above you can click “Transfer All Meter Reads to TCO List” and your equipment will now reflect in the TCO Tab of your Account.

Printanista

Printanista is a rename of FMAudit Central starting with version 4.5
The biggest difference (other than the name) is authenticating to the API requires a key. This is in addition to the user’s username and password. A Printanista administrator will need to create and obtain the key from the Printanista interface.
The API only returns accounts the logged in user has access to.
A Sherpa administrator will need to run database maintenance to get the required schema changes to use Printanista.

Administration:

Setting the FM Audit Central API URL used to be a button on the main Control Panel form. This has been moved to a new tab called, FMAudit (Printanista) API, under the Third Party Tools tab.
Connections can be added, edited and deleted here. When adding a Printanista connection the user will need to select the appropriate API Version and provide the API key.

TCO Import:

A new option has been added to the TCO Meter Reads drop down menu. Printanista (FMAudit)
The user will be prompted to choose a connection and enter their authentication credentials. The drop down list will only populate with connections that were given the Printanista v4.5+ version.
After the user authenticates successfully they will be shown a form that has all the accounts that user has access to.
The user can search the accounts using the filter row at the top. Once they find the account they want to import devices for they need to double click on the row.
The user will than need to provide a date range to pull the devices and meters.
When the user is satisfied with the devices they click Import to bring the devices and meter reads into the standard TCO meter import form.
The user can now import to the current TCO as they would with all other DCA tools.

Print Tracker

Print Tracker uses a .csv export to import into the TCO

Open the Print Tracker Admin Tool
Under the Installations Tab, highlight the company for which you wish to create reports

Right click on the highlighted account and select the option “View Meters”

After a few moments, the Print Tracker Meter Viewer will open

NOTE – The company should remain highlighted…if not, please make sure the correct company is chosen

Click on the ‘Show Options’ button to open the ‘Report Options’ dialog.
Choose a date range for the report, open the report selection dropdown, scan the list to find and select the ‘Compass CSV’ option.

Step 6 – Click on ‘Build Chart/Report’ button.

Print Audit

Print Audit uses a .csv export to import into the TCO

From the main Facilities Manager Dashboard screen, select Reporting
Under the main Reporting Screen select Data Exports

Choose the Compass (CSV) Report Template option

In the parameter definition screen select the customer, site, date, and choice of managed and/or unmanaged device.

Note that with Print Audit you will need to export and then import each date separately into the TCO.

Xerox XDA

Xerox XDA uses a .csv file to import into the TCO

From the Xerox Services Manager Admin page, choose the “Pursuits” tab. You may then select a specific customer to export

Next, under the Actions dropdown, select Export/Import, then Meter Volume Export for an Excel .csv file of the meters

Kyocera Fleet Services

Kyocera Fleet Services has a direct connect option (V3). Also, you will need to have your URL info entered in the Administration Control Panel in Sherpa and will also need to have your email and password used to access Kyocera Fleet Services from the Sherpa TCO.

Enter your Email Address and Password, click OK

Choose the Groups you want and click View Group Devices

KFS TECHNICAL BULLETIN

SUBJECT:

BULLETIN #

INTRODUCTION TO KFS (KYOCERA FLEET SERVICES) 01

KFS DEVICE FIRMWARE INFORMATION & CONNECTION TYPE 02

KFS DEVICE FIRMWARE UPGRADE FOR OFF-LINE ISSUE 03

KFS VERSION 1.4, NEW FEATURES AND REQUIREMENTS 04

KFS INTEGRATION WITH COMPASS SHERPA 05

KFS TECHNICAL BULLETIN

Bulletin #

KFS #5

Model

All Models

Date

10/09/17

Updated Serial Number

N/N

Subject

KFS INTEGRATION WITH COMPASS SHERPA

This technical publication is confidential information that is the property of KYOCERA Document Solutions America, Inc. It is solely for the use of

KYOCERA Document Solutions authorized dealers. This information may not be published, reproduced, sold, or copied in any media. Its unauthorized use is prohibited. Copyright © 2017 by KYOCERA Document Solutions America, Inc. All rights reserved

If your Dealership is currently using Compass Sales Solutions’ Sherpa Product, you will be pleased to know Kyocera is able to integrate with your Sherpa Solution utilizing KFS (Kyocera Fleet Services).

The benefit for your Sales team is; they can now proactively track how your Customers devices are positioned by their usage (Meter reads), while managing the data to create sales reports and accurately generate sales proposals for your Customer presentations.

Information that is pulled from KFS to Compass Sherpa:Manufacturer

Model
IP Address
Serial Number
Total Pages
Mono Pages
Color Pages
Date and Description

You must give Manager level KFS User rights to your Sales professionals, so they can export the necessary information into Sherpa. Technical Services recommends adjusting and limiting each Users access as needed, since by default, a new Manager Users permission are all checked. At a minimum, List Reports/Graphical Reports must be checked. Checking or unchecking "MeterExport" will not affect SHERPA integration.

When setting up a new KFS User or Current user, Go to the User and select Edit Permissions.
Confirm List Reports/Graphical Reports are checked for your Sales User.

Connecting Compass Sherpa to KFS

Connection settings

Requirements:

To obtain access to KFS, you will need to request access credentials by completing the Form attached, emailing it to support@da.kyocera.com. Your access credentials will be returned to the email address provided on the form in approx. two Business days.
Upon receiving your credentials, you can begin to create your connection.
Configuring Compass Sherpa to connect to KFS.
Log into Compass Sherpa with your Username and Password.

Select Administration and Control panel.

c) From the control panel select Third Party Tools.

d) Inside third party tools select Kyocera Fleet Services

e) Information will either be blank or have data filled in. Replace existing data with the information supplied by the KDA Diagnostic Center.

f) Upon completion of adding information select save.

g) After you have saved the information, Select Accounts.

h) Select TCO

Select the dropdown from the Import Meter Reads and Select Kyocera Fleet Services.

Select Open

A pop-up will appear requesting your Manager Level Username and Password for KFS. Enter your information and select Login

The Group Select Screen will open. Select your Group and click View Group Devices

You will now see the Data for devices reported by KFS.

You will now see the Data for devices reported by KFS.

If you have questions regarding this Technical Bulletin, please contact the Diagnostic Center at 1-800-255-6482, or email us at support@da.kyocera.com

KFS – Compass Sherpa Integration Request

Complete the top portion of this form to request the credentials needed to activate the integration between Kyocera Fleet Services and Compass Sherpa. After filling in the required fields please email the form to support@da.kyocera.com

This form will be returned to you in approximately 2 business days with the fields in the bottom section filled in that you will need to enter in the Compass Sherpa application to link it to KFS.

Dealer name:

Dealer Number:

Your Name:

Your email Address:

Data for Compass Sherpa Application

URL:

Access ID:

Access Password:

Request From:

Request To:

You must contact Compass Sherpa to get the KFS Module added to your software. Email support@compasscontact.net and request the KFS meter tool.

Compass Support team will activate the module and send an update.

Run the software update, run Database Maintenance in Sherpa (by going to Administration > Control Panel > Database Maintenance tab, and selecting “Upgrade Now”).

Enter the connection information provided above in Sherpa’s Administration > Control Panel > Third Party Tools > KYOCERA Fleet Services tab.

Lexmark Fleet Manager

Lexmark Fleet Manager uses a .csv file to import into the TCO. Once you have your file saved to a destination on your desktop, you can then go to the TCO tab within your Accounts tab:

Lexmark Fleet .csv file / Import/Export

Once you have your file saved to a destination on your desktop, you can then go to the TCO tab within your Accounts tab. Go to the Import Meter Reads and choose Lexmark Fleet then click Open: