How to Automate Exporting

The following information is included for your IT staff to set up the command line program required for automated exporting using the Windows Task Scheduler.

RTIconnect’s Export tools allow you to export several types of data to third-party software packages. The following information types can be exported manually or automated via a command line function that can be called using the Windows® Task Scheduler:

    Cash Sheet Items        Employees   Reporting Items

     Credit Cards               Inventory      Schedules

     Deposits                    Payroll Hours Speed of Service

   Ending Inventory Values Purchases

To export these items, you will need to define your export file names for each, located on the Parameters tab, Options, Exporting tab. The file name will automatically be entered for you when that file is exported (either manually or via the Task Scheduler) through the Utilities, Export Data option.

Command Line Export

You can automate the export process using the Windows Task Scheduler, using RTI's command line export program RTICmdLine.Exe.

This program takes in the information needed to export the data requested via parameters on a command line. Most of these parameters are options. (NOTE: Not all options can be overridden, e.g., file format, generate RTI 2000 files, etc.) Each export typically takes in the following information:

l Action Code (Determines what type of data to export) l Logon Information (User/Password/Domain) l Store # or ‘ALL’ for all Stores (no Store Groups)

l Begin Date and End Date or

Time Frames, e.g., LastWeek, WeektoDate, LastMonth, MonthtoDate, LastPeriod, PeriodtoDate l Export Folder (default to what is in the Options table) l Export File Name (default to what is in the Options table) l Re-export (Purchases and Transfers only)

When the program is called, the parameters should be passed in using the following format:

ActionCode

/ActionCode=ExportCashSheet

/ActionCode=ExportReportingItems

/ActionCode=ExportDeposits

/ActionCode=ExportCreditCards

/ActionCode=ExportInventory

/ActionCode=ExportInventoryItems

/ActionCode=ExportEmployees

/ActionCode=ExportFoodVariance

/ActionCode=ExportLaborVariance

/ActionCode=ExportMenuAnalysis

/ActionCode=ExportMenuItems

/ActionCode=ExportPayroll

/ActionCode=ExportProductMix

/ActionCode=ExportPurchases

/ActionCode=ExportHourlySales

/ActionCode=ExportOtherPay

/ActionCode=ExportTimePunches

/ActionCode=ExportTransfers

/ActionCode=ExportSOS

/ActionCode=ExportStore

NOTE: Some action codes require additional parameters, described here:

EXPORTFOODVARIANCE:

You must specify the InventoryType and VarianceType when exporting food variance. This can be accomplished by adding /InventoryType=<insert type here> and /VarianceType=<insert type here> to your list of parameters. The available inventory types are DAILY, WEEKLY, MONTHLY, and PERIOD. The available variance types are FOOD, PAPER, and OTHER.

EXPORTINVENTORY

You must specify whether or not to summarize the inventory data. This can be accomplished by adding /Summarize=<insert value>. The available Summarize values are TRUE and FALSE.

EXPORTPRODUCTMIX

You must specify whether or not to summarize the Product Mix by POS. This can be accomplished by adding /Summarize=<insert value>. The available Summarize values are TRUE and FALSE.

EXPORTTRANSFERS

You must specify whether or not you would like to only export new transfers. This can be accomplished by adding /ExportNewTransfersOnly=<insert value>. The available values are TRUE and FALSE.

NOTE: This action code has an optional additional parameter, described here:

EXPORTEMPLOYEES:

You can specify that only active employees be exported. This can be accomplished by adding: /ExportActiveEmployeesOnly EXPORTSTORE:

If you do not specify the ExportFolder, the file is saved to c:\Store Export. If you don't specify the ExportFile, the file is exported as Store Data with no extension and can be opened in Notepad.

  User        /User=Valid RTIconnect User  (example: Exporter)

NOTE: RTI recommends setting up a user that does NOT have access to any functions in RTIconnect so this user cannot be used to access the system in any other way. Example: Set up a user called rticExport and put it in a security group with no access to anything else.

Password	/Password=Password for User (example: EXP123)
Domain	/Domain=xyz (this is your RTIconnect domain – found on the login form)
Store	/Store=xxxxx  (where xxxxx = a valid store #) /Store=ALL    (for all stores)
StoreGroup name	/StoreGroup=xxxxx  (where xxxxx = a store group name) If the store group name has multiple words, the name should be in quotation marks and have spaces between the words. Examples: /StoreGroup="East Side" /StoreGroup=East
BeginDate	/BeginDate=09212006 /BeginDate=-X    where ‘-X’ is an integer from 1 to 90.
	‘-X’ is the number of days to subtract from the current business date Examples:  -1 = yesterday, -8 = a week ago (7 business days ago)
EndDate	/EndDate=09272006 /EndDate=-X    where ‘-X’ is an integer from 1 to 90.
	‘-X’ is the number of days to subtract from the current business date Examples:  -1 = yesterday, -8 = a week ago (7 business days ago)
TimeFrame	/TimeFrame=X where X is one of these designated time frames: LastWeek    PeriodToDate LastTwoWeeks NextWeek WeekToDate LastMonth    Last2Weeks ThisWeekAndNext LastPeriod   MonthToDate ThisWeek
ExportFolder	/ExportFolder=C:\xxx\zzz\yyy
ExportFile	/ExportFile=Purchases.csv /ExportFile=filename !STORE! /ExportFile=filename !DATE:MM-dd-yyyy

There are 3 ways files are generated: l Single Export File     Happens where there are no wildcards in the file name. l 1 Export File per Store             Created if the !STORE! wildcard appears in the file name.

l 1 Export File per Date Created if the !DATE:! wildcard appears in the file name.

!STORE! Wildcard

The !STORE! wildcard will be replaced with the store number in the file name. So, for example, when generating a file for store number 208 and the export file name is Deposits - ! STORE!.csv, the file will be named Deposits – 208.csv.

Store	Export File Name	File Name
208	Deposits - !STORE!.csv	Deposits – 208.csv

!DATE! Wildcard

The !DATE! wildcard will be replaced with the formatted date in the file name. This wildcard is a little more complicated, in that it must be accompanied by a date format, like this: !

DATE:MMddyyyy!

Below is a list of format strings that can be used when formatting the date 07/05/2006.

NOTE: The formats are case sensitive. MM is not the same thing is mm.

Format	Description	Result
D	Day Of Month	5
Dd	Day Of Month	05
Ddd	Day Of Week - Abbreviated	Tue
Dddd	Day Of Week	Tuesday
M	Month	7
MM	Month	07
MMM	Month Name - Abbreviated	Jul
MMMM	Month Name	July
Yy	Year	06
Yyyy	Year	2006
\	Escape Character	Inserts the next character as a literal

Examples:

Format	Result
dddd MMMM dd\t\h yyyy	Tuesday October 5th 2006
Ddd MM-dd-yyyy	Tue 10-05-2006
yyyyMMdd	20061095

NOTE: You cannot combine the wildcards. You can use !STORE! or !DATE! not both.

Command Line Examples

NOTE: In the following examples the command line must be run from the folder that the RTIconnect application was installed in. This is usually C:\Program Files\RTI\RTIconnect.

Assumptions:

l There is a user set up named RTIImp in the RTIconnect database, whose password is 12345pwd.

l The domain name is xyz.

Example #1

RTICmdLine /User=RTIImp  /Password=12345pwd  /Domain=xyz /ActionCode=ExportCashSheet         /Store=ALL /BeginDate=-7/EndDate=-1 /ExportFolder=c:\  /ExportFile=WeeklyCash.CSV

Running the command line above on 12/11/2006 creates a single file named WeeklyCash.CSV that contains all the cash sheets from 12-4-2006 to 12-10-2006 for all Stores in the C:\ folder.

Example #2

RTICmdLine /User=RTIImp  /Password=12345pwd  /Domain=xyz /ActionCode=ExportCashSheet

      /Store=ALL /BeginDate=-7/EndDate=-1 /ExportFolder=c:\  /ExportFile=Cash!DATE:MM-dd-yyy!.CSV

Running the command line above on 12/11/2006 creates the following file daily files in the C:\ folder, with all stores in each daily file:

Cash12-04-2006.CSV Cash12-05-2006.CSV Cash12-06-2006.CSV Cash12-07-2006.CSV Cash12-08-2006.CSV Cash12-09-2006.CSV

Cash12-10-2006.CSV

Example #3

RTICmdLine /User=RTIImp  /Password=12345pwd  /Domain=xyz /ActionCode=ExportCashSheet/Store=ALL /BeginDate=-7/EndDate=-1 /ExportFolder=c:\  /ExportFile=!Store!.CSV

Running the command line above on 12/11/2006 creates the following Store files that contain the cash sheet for the date range 12/4/2006 to 12/10/2006 in the C:\ folder

Example #4, for Payroll Hours

RTICmdLine.exe /ActionCode=ExportPayroll /User=user /Password=password /Domain=domain             /Store=208 /BeginDate=10242006 /EndDate=10312006 /ExportFolder=C:\Export\Payroll\

Stores can be a Store # or ALL

Example #5, for Purchases

RTICmdLine.exe /ActionCode=ExportPurchases /User={username} /Password={password} /Domain={domain} /Store={storeNumber} /BeginDate={mmddyyyy} /EndDate= {mmddyyy} /ExportFolder={exportFolder} /ExportFile={filename} /Summarize={true|false} /ReExport={true|false} /Vendor={vendorname|ALL}

Example #6, for Deposits

RTICmdLine /User=bob /Password=bob /Domain=dev0 /Store=ALL /ActionCode=ExportDeposits /BeginDate=01012009 /EndDate=01312009 /ExportFolder="C:\Temp" /ExportFile="Deposi

Example #7, for SOS

RTICmdLine /User=bob /Password=bob /Domain=dev0 /Store=ALL /ActionCode=ExportSOS /BeginDate=01012009 /EndDate=01312009 /ExportFolder="C:\Temp" /ExportFile="SOSExport

Example #8, for Inventory

RTICmdLine /ActionCode=WORInv /User=rtiadmin /Password=rtiadmin /Domain=thcsp11 /Store=01 /Date=03-1-2011 /ExportFolder=C:\Test /ExportFile=output.xls