{"type":"doc","content":[{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"minLevel":{"value":"1"},"maxLevel":{"value":"6"},"outline":{"value":"false"},"style":{"value":"default"},"type":{"value":"list"},"printable":{"value":"true"}},"macroMetadata":{"macroId":{"value":"69858d18-7502-4bd8-8c46-3dbe4d7882ae"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"6829a664-c38f-4ff5-9de7-dd58f18fcd35"}},{"type":"heading","attrs":{"level":1},"content":[{"text":"General","type":"text"}]},{"type":"paragraph","content":[{"text":"With iProtect™ you have the ability to do an Automatic Export and Import of Employee data. Within this document it will be described step by step on how to do this.","type":"text"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Change system parameters","type":"text"}]},{"type":"paragraph","content":[{"text":"In order to do the automatic Export and Import the following parameter in iProtect™ is to be changed.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enable “HTA enable:” (Tab “Other”)","type":"text"}]}]}]},{"type":"paragraph"},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Location: Installation| Settings| System parameters","type":"text"}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Files","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Required files export/ import Employee data","type":"text"}]},{"type":"paragraph","content":[{"text":"To do the (automatic) export and import a couple of files (Ex.a. and Ex.b.) will be required to download and generate.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Export","type":"text","marks":[{"type":"underline"},{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"HTA file (importexport.hta) - Download","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Arguments file - Download","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":".bat File for setup of automatic export.","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":161,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":161,"alt":"image-20240919-122253.png","id":"882cd996-9e50-426c-aa36-62addba836ba","collection":"contentId-10224042053","type":"file","height":85}},{"type":"caption","content":[{"text":"Ex.a.","type":"text"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Import","type":"text","marks":[{"type":"underline"},{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"HTA file (importexport.hta) - Download","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Arguments file - Download","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Import file (.csv format, comma separated or .xml) - Path to the file location where the updated file is saved is required to be filled in the argumentsfile as well.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":".bat file for setup of automatic import.","type":"text"}]}]}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":213,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":213,"alt":"image-20240919-122529.png","id":"242d87b5-a651-4fa5-a8c0-652a996dd7ae","collection":"contentId-10224042053","type":"file","height":112}},{"type":"caption","content":[{"text":"Ex.b.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Download files","type":"text"}]},{"type":"paragraph","content":[{"text":"Downloading the HTA file can be done via two locations within iProtect™.","type":"text"}]},{"type":"paragraph","content":[{"text":"On the first location you will be able to generate the HTA file only, while on the second location you will be able to generate both the HTA file as well as the Arguments file for Employee data. Eventually both files are required in order to do the extraction of your export file of the Employee data. It is up to your preferences which location you use. In the follow-up chapters there are more detailes described on both locations and how to download.","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Location: Installation| Settings| Local tools","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Location: Installation| Settings| Client tools| Import/export","type":"text"}]}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Local tools","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Import/ Export file","type":"text"}]},{"type":"paragraph","content":[{"text":"Select “import & export” from the dropdown menu “Tool:” and press the download button. Now the HTA file will be downloaded and automatically saved into your downloads folder on your computer.","type":"text"}]},{"type":"paragraph"},{"type":"layoutSection","content":[{"type":"layoutColumn","attrs":{"width":50.0},"content":[{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":349,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":349,"alt":"image-20240805-100012.png","id":"b21bbe68-d7a6-42c6-b551-6b500386f5d7","collection":"contentId-10224042053","type":"file","height":136}},{"type":"caption","content":[{"text":"Ex.a.","type":"text"}]}]},{"type":"paragraph"}]},{"type":"layoutColumn","attrs":{"width":50.0},"content":[{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":123,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":123,"alt":"image-20240805-100027.png","id":"1b8a08c8-b012-47f3-906f-4d4dc30f2b65","collection":"contentId-10224042053","type":"file","height":28}},{"type":"caption","content":[{"text":"Ex.b.","type":"text"}]}]},{"type":"paragraph"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Client tools","type":"text"}]},{"type":"paragraph","content":[{"text":"As mentioned earlier, within the client tools menu you will be able to generate both the HTA file as well as the arguments file belonging to an export or import. In order to do so you must go to the known location and select “Employee” from the dropdown menu “Data group:” first before you will be able to continue with the next steps.","type":"text"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Export of Employee data","type":"text"}]},{"type":"paragraph","content":[{"text":"With an export file of the Employee data you will be able to read and or edit this file. If for example you have added in this file some person information e.g. “First name”, you will have the ability to use this file and its location for importing the updated data within iProtect™. How to import employee data will be discussed from chapter “Import of Employee data” of this document. The steps on how to do an export of the employee data will be discussed in the next chapters.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Export and Arguments file","type":"text"}]},{"type":"paragraph","content":[{"text":"Once the data group have been selected more fields will appear to fill with data. These fields are required in order to download the Arguments file. Below you will find a description of each field. Once all fields have been filled in properly you have to press the Create button to download the Arguments file and press the Download button to download the importexport.hta file. ","type":"text"}]},{"type":"table","attrs":{"layout":"default","width":760.0,"localId":"a21c6d6a-8a44-4d94-b801-e97d0f3aea4a"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[176.0]},"content":[{"type":"paragraph","content":[{"text":"Field:","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Type of Field:","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"paragraph","content":[{"text":"Data or Data 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Employee","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[176.0]},"content":[{"type":"paragraph","content":[{"text":"Data transfer type:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Dropdown","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Export","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Import","type":"text"}]}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[287.0]},"content":[{"type":"paragraph","content":[{"text":"Choose if you want to generate export or import files","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[176.0]},"content":[{"type":"paragraph","content":[{"text":"Login name:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"paragraph","content":[{"text":"Free text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[287.0]},"content":[{"type":"paragraph","content":[{"text":"The iProtect™ login name of the system user to extract the data","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[176.0]},"content":[{"type":"paragraph","content":[{"text":"Password:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"paragraph","content":[{"text":"Free text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[287.0]},"content":[{"type":"paragraph","content":[{"text":"The iProtect™ password of the system user to extract the data","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[176.0]},"content":[{"type":"paragraph","content":[{"text":"Function 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use","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[176.0]},"content":[{"type":"paragraph","content":[{"text":"File:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"paragraph","content":[{"text":"Free text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[287.0]},"content":[{"type":"paragraph","content":[{"text":"Provide a full path where you would like to see the extraction of the employee data. This path has to end with a name for your file including the extension type","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[176.0]},"content":[{"type":"paragraph","content":[{"text":"Column names length:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Dropdown","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Long (new)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Short (old)","type":"text"}]}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[287.0]},"content":[{"type":"paragraph","content":[{"text":"These are the columns within iprotect. E.g:","type":"text"}]},{"type":"paragraph","content":[{"text":"Short","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":" (does not include table name)","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"NAME or FIRSTNAME","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"The option \"Short\" is deprecated and will no longer be maintained. The option \"Long\" is its replacement. Nevertheless, the option \"Short\" is still available, but due to the above the main focus on the \"how to\" in this document will be about the new option \"Long\".","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Long","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":" (includes table name)","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"PERSON_NAME or PERSON_FIRSTNAME","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Within iprotect you can have columns which do consist of identical naming, but from a different table. To avoid that data is updated in the wrong columns it is therefore strongly recommended to select the new option “Long”. ","type":"text"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[176.0]},"content":[{"type":"paragraph","content":[{"text":"User defined fields as:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Dropdown","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Number (Person_Freetext1","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Text (Gluten)","type":"text"}]}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[287.0]},"content":[{"type":"paragraph","content":[{"text":"When user defined fields have been created in the person data, the data will be exported either in number or text format","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[176.0]},"content":[{"type":"paragraph","content":[{"text":"Data selection:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Dropdown","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"All","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Changes","type":"text"}]}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[287.0]},"content":[{"type":"paragraph","content":[{"text":"If “All” is selected all data of all of the employees will be generated. When “Changes” is selected only the employee data where changes have been made are shown","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[176.0]},"content":[{"type":"paragraph","content":[{"text":"File name:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"paragraph","content":[{"text":"Free text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[287.0]},"content":[{"type":"paragraph","content":[{"text":"Name of the arguments file belonging to an export, including the type of extention (e.g. .xml, .csv)","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"text":"Below is an example Ex.a. of the arguments file without any data entered:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":566,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":566,"alt":"image-20240805-125153.png","id":"db2d7573-4222-48d5-a5a4-c60332219bda","collection":"contentId-10224042053","type":"file","height":325}},{"type":"caption","content":[{"text":"Ex.a.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Below is an example Ex.b. of the arguments file with data entered.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":560,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":560,"alt":"image-20240805-125602.png","id":"84545fef-19b7-49f0-a797-d16ac27c91c7","collection":"contentId-10224042053","type":"file","height":307}},{"type":"caption","content":[{"text":"Ex.b.","type":"text"}]}]},{"type":"paragraph"},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Note that the file name when downloading the .hta file for both import and export are the same. Both are being automatically downloaded in your downloads folder therefor it is advised that after downloading the export files you save those on another location first before start downloading the import files or make sure you rename the file into something else.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Create .bat file","type":"text"}]},{"type":"paragraph","content":[{"text":"Open Notepad on your Windows machine and enter the path as per below example (Ex.a.). ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":760,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1508,"alt":"image-20240820-131538.png","id":"2442f219-dab3-4179-8e94-5aab8400970f","collection":"contentId-10224042053","type":"file","height":39}},{"type":"caption","content":[{"text":"Ex.a.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Go to “file”, press “Save as” and save the file on a preffered location, with the filename ending with the extention .bat and select at “Save as type:” All files.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Generate Export file with Employee data - Manually","type":"text"}]},{"type":"paragraph","content":[{"text":"If the above went well you will be able to generate the employee data manually. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Double click on the .bat file and the file with the employee data have been automatically generated and saved on the location mentioned within the arguments file. If you have chosen xml you can open the file with the browser by double clicking, click on the right mouse button and choose edit or choose to open it with a different program such as “Notepad”. When .csv was choosen it is best to open the file with “Excel” in order to read or edit.","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"When you double click on the .bat file and you're getting messages regarding certificates, please go to the following manual for more information.","type":"text"}]},{"type":"paragraph","content":[{"text":"Location: ","type":"text"},{"type":"inlineCard","attrs":{"url":"https://tkhsecurity.atlassian.net/wiki/spaces/KB/pages/9171075297"}},{"text":" ","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Generate Export file with Employee data - Automatically","type":"text"}]},{"type":"paragraph","content":[{"text":"When the export file is generated as per above, you can setup a task on your Windows machine to automatically export the employee data from iProtect™ as per prefered set day(s) and or time(s). The export of the employee data will consists of the current data available in iProtect™ at the moment the automatic export takes place. Next scheduled export will consist of the by than current available data.","type":"text"}]},{"type":"paragraph","content":[{"text":"Below describes which steps to follow in order to set the automatic export.","type":"text"}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"It is recommended to schedule an automatic export and import when there is as less activity on the server as possible (mostly at nights). Also make sure that an import and export do not take place at the same time. So kindly take this recommendation into consideration when setting up the task schedule.","type":"text"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Setup Task Scheduler for automatic export","type":"text"}]},{"type":"paragraph","content":[{"text":"On your Windows machine you have a program called “Task Scheduler” (Ex.a.). You can either find it by searching for the program name in the search bar of your Windows machine or go to the location where the program is saved. ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":474,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":474,"alt":"image-20240820-071407.png","id":"058b6546-422e-4adc-8cfc-1b4c755f5b96","collection":"contentId-10224042053","type":"file","height":90}},{"type":"caption","content":[{"text":"Ex.a.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"After you opened the program you have to create a new task. (Ex.b.). When you have pressed on this a new popup will appear where you can further create your task.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":373,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":373,"alt":"image-20240820-072310.png","id":"324cc06c-ebc6-4526-a392-4fb3d512f4fb","collection":"contentId-10224042053","type":"file","height":594}},{"type":"caption","content":[{"text":"Ex.b.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Fill in data in the tab “General”. Yellow marked as a minimum, all other data is as per your preferences/ needs. (Ex.c.)","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":760,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":836,"alt":"image-20240820-072624.png","id":"c03c6318-a712-4ae3-bd65-dbfde3cde49c","collection":"contentId-10224042053","type":"file","height":638}},{"type":"caption","content":[{"text":"Ex.c.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Following up on the tab “General” you can setup a time schedule underneath the tab “Triggers”. Click on “New” to set it up as per your company preferences. (Ex.d.)","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":760,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":972,"alt":"image-20240820-080618.png","id":"494d122b-36e9-4ff0-bd14-7bacfa94ff11","collection":"contentId-10224042053","type":"file","height":817}}]},{"type":"paragraph"},{"type":"mediaSingle","attrs":{"layout":"center","width":760,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":772,"alt":"image-20240820-082230.png","id":"a372a7ab-8f4e-4e5d-a9bb-0ff52f3df525","collection":"contentId-10224042053","type":"file","height":66}},{"type":"caption","content":[{"text":"Ex.d.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Following up on the above the next tab “Action” gives you the ability to insert the .bat file which you created previously. This is required in order for the task scheduler to know from which location it is to do the export from. Once you have gone to the tab “Action” you must click on “New” and add the .bat file and press OK to save. (Ex.e.) other fields in this tab are optional and as per company preferences.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":760,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":836,"alt":"image-20240820-082715.png","id":"c408de74-0fcc-4ac2-83c4-69028e1de74e","collection":"contentId-10224042053","type":"file","height":708}}]},{"type":"mediaSingle","attrs":{"layout":"center","width":698,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":698,"alt":"image-20240820-082802.png","id":"8b7c3d4b-c43e-4942-b3e0-244faea835cf","collection":"contentId-10224042053","type":"file","height":69}},{"type":"caption","content":[{"text":"Ex.e.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"All other tab’s left are to be filled in as per company preferences. Once this is done you can press OK and the task have been created. From that moment onwards the automatic export takes place as per schedule.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you want to Delete a task you can look it up in the scheduler library, select the task and press on the delete button on the right side of the panel. For updating the task you can simply click on the task once to edit in the bottom or double click on the task to open for edit.","type":"text"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Import of Employee data","type":"text"}]},{"type":"paragraph","content":[{"text":"The import function can be used to add new employee data or to change existing employee data.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Import file","type":"text"}]},{"type":"paragraph","content":[{"text":"An import file can be created in .csv, comma separated format or .xml format. Below table describes the data which is mandatory as a minimum and the optional fields including a description of the columns.","type":"text"}]},{"type":"paragraph","content":[{"text":"Further down below you will also find two real examples (Ex.a. and Ex.b.) in both formats.","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"For columns which can be personalized with its own naming such as Freeselect, Freetext etc. it is to be reminded that the actual given name to the column is to be used in your import file. Only when no name was given you can use the system default Colomn name as shown below. 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Starting with download the HTA file from the prefered location “Local tools” or “Client tools” and continue with the steps further down in this document. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When creating the arguments file on the known location you will have simular fields as with export when selecting import however they are not the same. Below you’ll find a description of all available fields appearing for import.","type":"text"}]},{"type":"table","attrs":{"layout":"default","width":760.0,"localId":"fc0c27fc-ce9f-4026-a869-c1b8f46dc1c6"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[174.0]},"content":[{"type":"paragraph","content":[{"text":"Field:","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Type of Field:","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"paragraph","content":[{"text":"Data or Data 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Including its extention type.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[174.0]},"content":[{"type":"paragraph","content":[{"text":"Error file:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"paragraph","content":[{"text":"Free text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[286.0]},"content":[{"type":"paragraph","content":[{"text":"Provide name including extention type . When an error occurs there will automatically be generated a file with this name and extention type.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[174.0]},"content":[{"type":"paragraph","content":[{"text":"Column names length:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Dropdown","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Long (new)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Short (old)","type":"text"}]}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[286.0]},"content":[{"type":"paragraph","content":[{"text":"These are the columns within iprotect. E.g:","type":"text"}]},{"type":"paragraph","content":[{"text":"Short","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":" (does not include table name)","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"NAME or FIRSTNAME","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"The option \"Short\" is deprecated and will no longer be maintained. The option \"Long\" is its replacement. Nevertheless, the option \"Short\" is still available, but due to the above the main focus on the \"how to\" in this document will be about the new option \"Long\".","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Long","type":"text","marks":[{"type":"underline"},{"type":"strong"}]},{"text":" (includes table name)","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"PERSON_NAME or PERSON_FIRSTNAME","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Within iprotect you can have columns which do consist of identical naming, but from a different table. To avoid that data is updated in the wrong columns it is therefore strongly recommended to select the new option “Long”. ","type":"text"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[174.0]},"content":[{"type":"paragraph","content":[{"text":"User defined fields as:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Dropdown","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Number","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Text","type":"text"}]}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[286.0]},"content":[{"type":"paragraph","content":[{"text":"When user defined fields have been created in the person data, the data will be imported either in number or text format","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[174.0]},"content":[{"type":"paragraph","content":[{"text":"File name:","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[126.0]},"content":[{"type":"paragraph","content":[{"text":"Text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[171.0]},"content":[{"type":"paragraph","content":[{"text":"Free text","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[286.0]},"content":[{"type":"paragraph","content":[{"text":"Name of the arguments file belonging to an import, including the type of extention (e.g. .xml, .csv)","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"text":" Below is an example Ex.a. of the arguments file without any data entered:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":619,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":619,"alt":"image-20240820-113422.png","id":"76f623de-494c-4ed3-bb42-cf674e1389d6","collection":"contentId-10224042053","type":"file","height":252}}]},{"type":"paragraph","content":[{"text":"Below is an example Ex.b. of the arguments file with data entered.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":699,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":699,"alt":"image-20240820-113632.png","id":"c0c92e6f-a1b6-4ab5-b3b7-ae0a827f6410","collection":"contentId-10224042053","type":"file","height":249}}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Note that the file name when downloading the .hta file for both import and export are the same. Both are being automatically downloaded in your downloads folder therefor it is recommended that after downloading the export files you save those on another location first before start downloading the import files or make sure you rename the file into something else.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Create .bat file","type":"text"}]},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"Open Notepad on your Windows machine and enter the path as per below example (Ex.a.). ","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":760,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1581,"alt":"image-20240820-131612.png","id":"c7ebf5c5-43d4-4423-b9d9-679e677816ce","collection":"contentId-10224042053","type":"file","height":29}},{"type":"caption","content":[{"text":"Ex.a.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Go to “file”, press “Save as” and save the file on a preffered location, with the filename ending with the extention .bat and select at “Save as type:” All files.","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"In the above example Ex.a. the argumentsfilename contains the extention of an XML file in the end. If you have saved your arguments files as .CSV your extention should contain .CSV instead.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Import updated Export file with Employee data - Manually","type":"text"}]},{"type":"paragraph","content":[{"text":"If the above went well you will be able to import the updated employee data manually.","type":"text"}]},{"type":"paragraph","content":[{"text":"Double click on the .bat file and the file with the updated employee data have been imported in iProtect™. All changes within the updated employee data file have been corrected in iProtect™. ","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"You will not receive a message that the import was done. ","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Import updated Export file with Employee data - Automatically","type":"text"}]},{"type":"paragraph","content":[{"text":"The setup for doing an automatic import will be exactly the same as the setup for an automatic export. The only differences will be the name of the task and the scheduled day(s) and or time(s). Make sure that the file which is to be imported is available at the location mentioned within your import arguments file.","type":"text"}]},{"type":"paragraph","content":[{"text":"In short:","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Create the .bat file and save an your prefered location","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Create an import task with prefered settings within the task scheduler.","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"It is recommended to schedule an automatic export and import when there is as less activity on the server as possible (mostly at nights). Also make sure that an import and export do not take place at the same time. So kindly take this recommendation into consideration when setting up the task schedule.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Import through XMLSQL","type":"text"}]},{"type":"paragraph","content":[{"text":"As explained in previous chapters, it is possible to import employee data in via the user interface, however it is also possible to import this data directly from another application, but over HTTPS. This is possible from iProtect™ ≥7.6.","type":"text"}]},{"type":"paragraph","content":[{"text":"To use this type of automatic import, the HTA functionality must first be enabled. ","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Location: Installation | Settings | System parameters | tab “Other”","type":"text"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"URL","type":"text"}]},{"type":"paragraph","content":[{"text":"The URL of the iProtect™ server that must be used for this automatic import is:","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"https://iProtect:8443/Webcontrols/automated/import","type":"text"}]},{"type":"paragraph","content":[{"text":"To this URL an XML string must be posted to transmit the information. This uses the HTTPS POST method (not the GET method), so this can NOT be done using a web browser. An example of this string can be found in the next chapter ","type":"text"},{"text":"Import file","type":"text","marks":[{"type":"link","attrs":{"href":"https://tkhsecurity.atlassian.net/wiki/spaces/KB/pages/edit-v2/10224042053#Import-file.1"}}]},{"text":". ","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Import file","type":"text"}]},{"type":"paragraph","content":[{"text":"The context of the import file for and automatic import through XMLSQL is simular to the “Arguments” file used for an import in the iProtect™ user interface, however there is a slight difference because besides the arguments, the data is also displayed within the same file. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Below example Ex.a. shows a blank example without any data entered:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":641,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":641,"alt":"image-20241206-110406.png","id":"d5b6f83f-a013-4e84-9d28-d7fd4089ee9b","collection":"contentId-10224042053","type":"file","height":622}},{"type":"caption","content":[{"text":"Ex.a.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Within the Arguments section, a valid LOGINNAME and PASSWORD combination from the iProtect™ system is to be defined. The import function connects to the iProtect™ system using the defined username and password. This means that the database rights of the coupling are determined by the database rights of the user that is used.","type":"text"}]},{"type":"paragraph","content":[{"text":"In the Data section one or more Rows of data can be imported. This means that in a single import file multiple persons can be imported into the iProtect™ database.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Import data","type":"text"}]},{"type":"paragraph","content":[{"text":"In addition to the above, in this import file the same rule applies as for the importing data in iProtect™: OPERATION, EMPLOYEE_SALARYNR and PERSON_NAME are to be defined as a minimum.","type":"text"}]},{"type":"paragraph","content":[{"text":"Below example Ex.a. shows an example with data entered:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":760,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":813,"alt":"image-20241206-115641.png","id":"1e6c0ddd-97a5-4c3b-ab3a-943bb7c2d210","collection":"contentId-10224042053","type":"file","height":624}},{"type":"caption","content":[{"text":"Ex.a.","type":"text"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Delete data","type":"text"}]},{"type":"paragraph","content":[{"text":"This file can also be used to delete certain data. In order to do so you need to update the import file as follows:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Update the data for . Refer to the table defined in ","type":"text"},{"text":"Import file","type":"text","marks":[{"type":"link","attrs":{"href":"https://tkhsecurity.atlassian.net/wiki/spaces/KB/pages/edit-v2/10224042053#Import-file"}}]},{"text":" underneath chapter ","type":"text"},{"text":"Import of Employee data","type":"text","marks":[{"type":"link","attrs":{"href":"https://tkhsecurity.atlassian.net/wiki/spaces/KB/pages/edit-v2/10224042053#Import-of-Employee-data"}}]},{"text":" to find the correct data for deletion of data.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Remove all rows of data which is/ are NOT to be deleted, with the exception of the minimum data which should remain available in the file.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Below example Ex.a. shows an example for deletion of a person and card from the system:","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":760,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":810,"alt":"image-20241206-124530.png","id":"72d238b7-1b33-43c4-a77d-9a51ed4f8e61","collection":"contentId-10224042053","type":"file","height":493}},{"type":"caption","content":[{"text":"Ex.a.","type":"text"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"PHP Users","type":"text"}]},{"type":"paragraph","content":[{"text":"The SSL version is to be specified in the code.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Logout","type":"text"}]},{"type":"paragraph","content":[{"text":"The session will automatically end due to ending the string with . ","type":"text"}]},{"type":"paragraph"}],"version":1}

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