H E C

HOW TO EXPORT CUSTOMER DATA TO EXCEL
1
14
15
16
1.
Before beginning this procedure, you must contact Thermeon Customer Support and
ask them to configure your user profile for this capability. This includes:
a.
Access to the Backup/Report server.
b. Creation of a “tmp” directory underneath your home directory on the backup
server.
2.
At the time of this writing, this procedure must be performed on the Backup/Report
server. You access this server via the CARS+Internet Switchboard. It will be the
last item on the Switchboard menu (either item #7 or #8). Note that after making
that selection, you will get a new switchboard. This switchboard will remind you
that you are on the Backup/Report server.
3.
From the Backup/Report server Switchboard, choose option #1, “Connect to Your
Session”. Log in to CARS+ as you normally would. Note that the screen colors are
different than they are on the main system. This is to remind you that you are on the
Backup/Report server.
4.
From the CARS+ Main Menu, access the Selected Customer Reports program either
via the Customer Maintenance Menu or by typing CUSTRPT from any menu
OPTION field. Once in that program, the following fields must be set as shown. All
other fields may be set at your discretion in order to get the subset of data you desire.
Please consult the CARS+ Manual if you do not understand the effect the various
fields will have on the report.
Report Type
1
Print/Display
Create Flat File?
Field Delimiter
P
Y
T
(1=personal data,2=sales data,3=credit card data,
4=employer data,5=ticket/damage data)
(S=spaces, T=tab, C=comma)
5.
This will both create the export file and print the report to your report printer. If you
do not wish to have a printed copy, either change your printer to /dev/null or switch
off your printer. If you switch off your printer, you will also need to delete the print
job from the Windows print spooler when CARS+ is done printing. If you do not
know how to change the printer to /dev/null, please contact Thermeon Customer
Support.
6.
After pressing F1 to create the report and file, you will see a prompt “Enter Directory
Path” on the screen where Field 16 would have been as shown:
14 Print/Display
P
15 Create Flat File?
Y
ENTER DIRECTORY PATH:
T
(S=spaces, T=tab, C=comma)
17 Bad Customer
Y
(Y=include, N=exclude, O=only bad cust)
18 Include Privacy Customers? N
1BEGIN
2
3ERASE
BUILDING WORK FILE...
4
5BACKUP
6
7HELP
8
7.
When you see this prompt, enter:
/home/xxx/tmp
where xxx is your username. For example, if your username is abc1, then you would
enter
/home/abc1/tmp
Make sure you type this in lowercase letters. Note that you will see this being
entered on the very last line of the screen, which is the one that will be flashing
“Building Work File”. Press the enter key after typing the appropriate directory path
as described. This process will create a file called CSTRPT.TXT in the tmp
directory underneath your home directory.
8.
Exit from CARS+ and return to the Switchboard on the Backup/Report server. From
the Switchboard, choose option #3, “Access Your Email Account”. You will then
see the Pine Email Main Menu as shown below:
PINE 4.44
MAIN MENU
Folder: INBOX
No Messages
?
HELP
-
Get help using Pine
C
COMPOSE MESSAGE
-
Compose and send a message
I
MESSAGE INDEX
-
View messages in current folder
L
FOLDER LIST
-
Select a folder to view
A
ADDRESS BOOK
-
Update address book
S
SETUP
-
Configure Pine Options
Q
QUIT
-
Leave the Pine program
Copyright 1989-2002. PINE is a trademark of the University of Washington.
[4 messages expunged from folder "INBOX"]
? Help
P PrevCmd
R RelNotes
O OTHER CMDS > [ListFldrs] N NextCmd
K KBLock
9.
Type the letter “C” to Compose a new email message (or you may use the arrow
keys to highlight that option and then press enter. You will now see a blank email
screen as shown:
PINE 4.44
COMPOSE MESSAGE
Folder: INBOX
No Messages
To
:
Cc
:
Attchmnt:
Subject :
----- Message Text -----
^G Get Help
^C Cancel
^X Send
^D Del Char
^R Rich Hdr
^J Attach
^Y PrvPg/Top ^K Cut Line ^O Postpone
^V NxtPg/End ^U UnDel Line^T To AddrBk
10. In the “To:” field, enter an email address for yourself (or one for your office) that is
not connected to Thermeon (i.e. it does not have either “thermeon.com” or
“carsplusnet.com” as part of the address).
11. Press enter until the cursor is in the “Attchmnt” field. With the cursor in this field,
type <Ctrl-T> (hold down the Ctrl key and press the “T” key). This will display a
file list as shown below. Use the arrow keys to highlight the entry which says “tmp
dir” and then press enter.
PINE 4.44
BROWSER
..
(parent dir)
.ssh
(dir)
.addressbook
2.3 KB
base.tar.gz
382 KB
.bash_logout
24 B
.bashrc
124 B
.emacs
333 B
.pinerc
15 KB
.screenrc
3.4 KB
? Get Help
Dir: /home/msp
mail
tmp
.addressbook.lu
.bash_history
.bash_profile
dead.letter
.pid
.pinerc-msp
.viminfo
E Exit Brwsr
S [Select]
W Where is
(dir)
(dir)
2.6 KB
2.1 KB
342 B
314 B
6 B
14 KB
5.5 KB
Prev Pg
Spc Next Pg
D Delete
R Rename
C Copy
A Add
12. You will now see a screen similar to the one shown below. Use the arrow keys to
select the entry for CSTRPT.TXT and press enter.
PINE 4.44
..
(parent dir)
BROWSER
CSTRPT.TXT
Dir: /home/msp/tmp
50 KB
[ Select/View ".. parent dir" to return to previous directory. ]
? Get Help
E Exit Brwsr
Prev Pg D Delete
C Copy
S [Select]
W Where is
Spc Next Pg R Rename
A Add
13. You will now see a screen similar to the following. You may optionally fill in the
Subject field and a brief message. When done, type <Ctrl-X> to send the email
message. You will be prompted if you really want to send the message. Answer “Y”
to send the message. Then type the letter “Q” to quit the Pine email program.
Again, you will prompted if you really want to quit; again respond with “Y”.
PINE 4.44
COMPOSE MESSAGE
Folder: INBOX
No Messages
To
: [email protected]
Cc
:
Attchmnt: 1. /home/msp/tmp/CSTRPT.TXT (50 KB) ""
Subject : Customer Report
----- Message Text ----Customer data for August 2003.
^G Get Help
^C Cancel
^X Send
^J Justify
^R Read File ^Y Prev Pg
^W Where is ^V Next Pg
^K Cut Text ^O Postpone
^U UnCut Text^T To Spell
14. After a few minutes, check your email program for the address you sent this email to.
Open the email and instruct the program to save the attachment. If you are using
Microsoft Outlook, you do this by clicking “File | Save Attachments”. Note that
other email programs (such as Netscape or Eudora) may have different methods for
doing this, so you may need to modify this instruction. Be sure to note the full path
and directory name where you saved the attachment.
15. Start up the Excel program and click on “File | Open” or click on the corresponding
icon (the one that looks like a file folder). When the File Open dialog box appears,
click on the list arrow for the “Files of Type” and select “Text Files (*.prn, *.txt,
*.csv)”. Then at the top, select the appropriate directory where you saved the
attachment from the email in the previous step. The complete screen should be
similar to the following:
16. Select the file CSTRPT.TXT and click “Open”. Excel will detect this as a delimited
file as shown.
17. Click the “Next” button. Make sure there is a check in the “Tab” box as shown.
18. Click “Next”, then click “Finish”.
19. After manipulating the data as you desire, click “File | Save” or the corresponding
icon (the one that looks like a diskette). When the File Save dialog click on the “list
arrow” for “Save As Type” and select “Microsoft Excel Workbook (*.xls)” as shown
below. This will save the file in Excel format.