TransDocs Integration Setup

 

MoversSuite integrates with TransDocs allowing files to transfer through UniGroup queues into and out of the MoversSuite application. MoversSuite utilizes the MoversSuite API Service and the MoversSuite Queue Service to process the document requests.

 

NOTE: UniGroup TransDocs is an optional, add-on module that purchased in addition to existing MoversSuite licensing. For transferring documents through TransDocs, UniGroup must be setup on your system.

 

 

STEPS

Given below is a list of setup areas that need to be configured in steps, along with a recommended order. Refer to UniGroup Upload Setup and Administration and UniGroup Download Setup and Administration for further details on this topic.

 

1.    Update XML Interface Setup

2.    Add XML System Setup records

3.    Add Queue Service Setup records

4.    Add Queue Service Server Setup records

5.    Add Document Type Setup records

 

 

STEP 1: Update XML Interface Setup

Setup Area: XML Interface Setup

 

Verify that the “UniGroup Queues” interface is defined. Verify that each supported Branch is established as well. You will link TransDocs data to this interface through XML System Setup.

 

Figure 46: XML Interface Setup

 

 

STEP 2: Update XML System Setup

Setup Area: XML System Setup

 

Use this setup to define the system options for the TransDoc processes under the “UniGroup Queues” system.

 

Locate the XML System Setup record for the UniGroup Interface and Internal/External System values of “UniGroup Queues.”

Create two XML System Option records under the UniGroup Queues record:

 

TransDocsUploadQueue

Enter the physical location of the folder containing the TransDocs upload request, example: .\private$\mss_transdocs_upload_request

AutoUploadDocumentDisabled

Set this flag to a value of“True” to disable auto upload of documents to TransDocs.  A value of “False” allows documents to auto upload to TransDocs (default).

 

Figure 47: XML System Setup

 

Define XML System Data Type Map records for processing the TransDocs documents. 

 

Field

Value

XML System Date Type

Documents

Name

TransDocs

Clear previous XML errors before reprocessing

(unchecked)

 

Figure 48: Add XML System Data Type Map

 

If using PSI:Capture, then create a second entry as noted below.

 

Field

Value

XML System Date Type

Documents

Name

PSI:Capture

Clear previous XML errors before reprocessing

(unchecked)

 

See XML System Setup (UniGroup) and PSI:Capture Integration Setup for related setup information.

 

STEP 3: Update Queue Service Setup

Setup Area: Queue Service Setup

 

Verify the queue service settings are correct and functioning. Optionally, add Queue Service Message Type Items for the services you wish to receive a copy of the message exchanged between the process and the MoversSuite Queue Service. The type of messages related to TransDocs includes:

 

UniGroup TransDocs Download

UniGroup TransDocs Error Download

 

 

STEP 4: Update Queue Service Server Setup

Setup Area: Queue Service Setup

 

UniGroup TransDocs Download:

Create an entry for a download from the UniGroup TransDocs system. This record points MoversSuite to the request, retry, and error file locations.

 

Field

Value

Queue Service System

MoversSuite Queue Service

Queue Server Name

UniGroup TransDocs Download

Discard All Bad Messages

(unchecked)

Inactive

(unchecked)

 

Figure 49: UniGroup TransDocs Download

 

Create three Queue records underneath this one record as specified below.

 

Define a Request Queue:

 

Field

Value

Queue Role

Request Queue

Queue Type

IBM Messaging

IBM Messaging Queue

U99999.XMLA.AGT_IMAGE_FEED.DOWNLOAD

Queue Manager Name

UPQX

Channel Name

 

Connection Name

 

Default Receive Format

MQHRF2 (TransDocs)

Use Message Grouping

(unchecked)

Transport Type

TCP/IP

Encoding

ASCII

 

Define a Retry Queue:

 

Field

Value

Queue Role

Retry Queue

Queue Type

Microsoft Folder

Path to the Microsoft Messaging Queue

.\private$\mss_transdocs_retry

 

Define an Error Queue:

 

Field

Value

Queue Role

Error Queue

Queue Type

Microsoft Messaging

Path to the Microsoft Messaging Queue

.\private$\mss_transdocs_error

 

Figure 50: UniGroup TransDocs Download

 

UniGroup TransDocs Upload:

Create an entry for an upload from the UniGroup TransDocs system. This record points MoversSuite to the request, retry, and error file locations.

 

Field

Value

Queue Service System

MoversSuite Queue Service

Queue Server Name

UniGroup TransDocs Upload

Discard All Bad Messages

(unchecked)

Inactive

(unchecked)

Parent Folder for File System Queues

 

 

Figure 51: UniGroup TransDocs Upload

 

Create four Queue records underneath this one record as specified below.

 

Define a Request Queue:

 

Field

Value

Queue Role

Request Queue

Queue Type

Microsoft Messaging

Path to the Microsoft Messaging Queue

.\mss_transdocsupload_request

 

Define a Mirror Queue:

 

Field

Value

Queue Role

Request Queue

Queue Type

IBM Messaging

IBM Messaging Queue

U99999.XMLA.AGT_IMAGE_FEED.UPLOAD

Inactive

(unchecked)

Queue Manager Name

UPQX

Channel Name

 

Connection Name

 

Default Receive Format

-none-

Use Message Grouping

(checked)

Transport Type

TCP/IP

Encoding

ASCII

 

Define a Retry Queue:

 

Field

Value

Queue Role

Retry Queue

Queue Type

Microsoft Messaging

Path to the Microsoft Messaging Queue

.\private$\mss_transdocsupload_retry

 

Define an Error Queue:

 

Field

Value

Queue Role

Error Queue

Queue Type

Microsoft Messaging

Path to the Microsoft Messaging Queue

.\private$\mss_transdocsupload_error

 

Figure 52: UniGroup TransDocs Upload

 

 

STEP 5: Update Document Type Setup

Setup Area: Document Type Setup

 

Document Type records for the UniGroup interface (see XML Interface Setup) must be defined with an External Code supported by UniGroup and mapped accordingly.

 

Figure 53: Document Type Setup

 

 

Supported External Codes

 

Given below is a list of supported external codes:

 

Order Documents

Code

Category

ACC

Accessorial

BOL

Bills of Lading

BOLU

Unsigned Bill of Lading

CACS

Agency Claims Settlement

CCA

Credit Card Authorization

CITY

QTG CityPointe Form

CLCO

Claims Correspondence

CLM

Claims Form

CNTR

Container Control Form

DAD

Damage At/After Delivery

DMG

Inventory Exception

DUPL

Duplicate Documents

EST

Estimates

ESTU

Unsigned Estimate

FAX

Fax Cover Sheet

FRB

Binding Freight Bill

GBL

 

Govt Bill of Lading

HDR

Header

HIVI

High Value Inventory

INQ

Inquery

INV

Descriptive Inventory

ITL

Inventory Control Form

KARS

Auto Inventory

LOA

Letters of Authorization

LOG

Log

MISC

Miscellaneous

PDMG

Property Damage

PIC

Picture

PMT

Checks / CC Auth

QCR

Quality Control Report

QUAL

Quality Survey

SCN

Scan Cover Sheet

SEC

Secure Document

SSW

Small Shipment Waiver

SURV

QTG Survey

TMI

TMI Envelope

TPR

Third Party Receipt

TRAC

Tracing Correspondence

VAP

QYG Value-Added Package

VINV

Billing Invoice

VOIP

Warehouse Inventory

VREQ

Required Billing Document

WGHT

Weight Ticket

 

 

International Documents

Code

Category

AIN

Agent Invoice

AWB

Air Waybill

DRCT

Dock Receipt

EVP

Valued Inventory

EXD

Export Declaration

EZML

E-mail

ISPR

Inspection Reports

LET

Letters

MNBL

Main Billing

OCU

Overseas Customs Document

OFS

Order For Service

POD

 

Proof Of Delivery

SUP

Supplemental Billing

TRL

Transmittal Letter

UCU

US Customs Document

 

 

The application references the Document Type when uploading and downloading documents automatically.  Additionally, users will reference this Document Type field through the following:

Attach File

Document Management Viewer

Properties

Re-Processing Document

Third Party Application Error Management

 

Suggestion: See the note for the Description setting within Document Type Setup regarding useful naming conventions.

 

For automatic uploading of documents to be in effect, the Auto Upload Shipment Type must match the Shipment Type set for the order in Move Information.  See Document Type (Auto-Upload) Setup for more information.

 

 

Technical Setup Reference

 

The following table lists the setup areas that affect the TransDocs Integration.

 

Setup Area

Description

Document Type Setup

Document Type records for the UniGroup interface (see XML Interface Setup) must be defined with an External Code supported by UniGroup and mapped accordingly.

The application references the Document Type when uploading and downloading documents automatically.  Additionally, users will reference this Document Type field through the following:

Attach File

Document Management Viewer

Properties

Re-Processing Document

Third Party Application Error Management

 

Suggestion: See the note for the Description setting within Document Type Setup regarding useful naming conventions.

 

For automatic uploading of documents to be in effect, the Auto Upload Shipment Type must match the Shipment Type set for the order in Move Information.  See Document Type (Auto-Upload) Setup for more information.

Queue Service Setup

Verify the queue service setting are correct and functioning.

Optionally, add Queue Service Message Type Items for the services you wish to receive a copy of the message exchanged between the process and the MoversSuite Queue Service. The type of messages related to TransDocs includes:

UniGroup TransDocs Download

UniGroup TransDocs Error Download

UniGroup TransDocs Upload

 

Queue Service Server Setup

TRANSDOCS DOWNLOAD:

Create an entry for a download from the UniGroup TransDocs system. This record points MoversSuite to the request, retry, and error file locations.

 

Field

Value

Queue Service System

MoversSuite Queue Service

Queue Server Name

UniGroup TransDocs Download

Discard All Bad Messages

(unchecked)

Inactive

(unchecked)

 

Create three Queue records underneath this one record as specified below.

 

Define a Request Queue:

 

Field

Value

Queue Role

Request Queue

Queue Type

IBM Messaging

IBM Messaging Queue

U99999.XMLA.AGT_IMAGE_FEED.DOWNLOAD

Queue Manager Name

UPQX

Channel Name

 

Connection Name

 

Default Receive Format

MQHRF2 (TransDocs)

Use Message Grouping

(unchecked)

Transport Type

TCP/IP

Encoding

ASCII

 

Define a Retry Queue:

 

Field

Value

Queue Role

Retry Queue

Queue Type

Microsoft Folder

Path to the Microsoft Messaging Queue

.\private$\mss_transdocs_retry

 

Define an Error Queue:

 

Field

Value

Queue Role

Error Queue

Queue Type

Microsoft Messaging

Path to the Microsoft Messaging Queue

.\private$\mss_transdocs_error

 

TRANSDOCS UPLOAD:

Create an entry for an upload from the UniGroup TransDocs system. This record points MoversSuite to the request, retry, and error file locations.

 

Field

Value

Queue Service System

MoversSuite Queue Service

Queue Server Name

UniGroup TransDocs Upload

Discard All Bad Messages

(unchecked)

Inactive

(unchecked)

Parent Folder for File System Queues

 

 

Create four Queue records underneath this one record as specified below.

 

Define a Request Queue:

 

Field

Value

Queue Role

Request Queue

Queue Type

Microsoft Messaging

Path to the Microsoft Messaging Queue

.\mss_transdocsupload_request

 

Define a Mirror Queue:

 

Field

Value

Queue Role

Request Queue

Queue Type

IBM Messaging

IBM Messaging Queue

U99999.XMLA.AGT_IMAGE_FEED.UPLOAD

Inactive

(unchecked)

Queue Manager Name

UPQX

Channel Name

 

Connection Name

 

Default Receive Format

-none-

Use Message Grouping

(checked)

Transport Type

TCP/IP

Encoding

ASCII

 

Define a Retry Queue:

 

Field

Value

Queue Role

Retry Queue

Queue Type

Microsoft Messaging

Path to the Microsoft Messaging Queue

.\private$\mss_transdocsupload_retry

 

Define an Error Queue:

 

Field

Value

Queue Role

Error Queue

Queue Type

Microsoft Messaging

Path to the Microsoft Messaging Queue

.\private$\mss_transdocsupload_error

 

 

XML Interface Setup

Verify that the “UniGroup Queues” interface is defined. You will link TransDocs data to this interface through XML System Setup.

XML System Setup

Use this setup to define the system options for the TransDoc processes under the “UniGroup Queues” system.

Locate the XML System Setup record for the UniGroup Interface and Internal/External System values of “UniGroup Queues.”

Create two XML System Option records under the UniGroup Queues record:

 

TransDocsUploadQueue

Enter the physical location of the folder containing the TransDocs upload request, example: .\private$\mss_transdocs_upload_request

 

AutoUploadDocumentDisabled

Set this flag to a value of“True” to disable auto upload of documents to TransDocs.  A value of “False” allows documents to auto upload to TransDocs (default).

 

Define XML System Data Type Map records for processing the TransDocs documents. 

 

Field

Value

XML System Date Type

Documents

Name

TransDocs

Clear previous XML errors before reprocessing

(unchecked)

 

If using PSI:Capture, then create a second entry as noted below.

 

Field

Value

XML System Date Type

Documents

Name

PSI:Capture

Clear previous XML errors before reprocessing

(unchecked)

 

See XML System Setup (UniGroup) and PSI:Capture Integration Setup for related setup information.

 

 

 

RELATED TOPICS:

PSI:Capture Integration Setup

UniGroup Download Setup and Administration

UniGroup Upload Setup and Administration

XML System Setup (UniGroup)