Using the EBS SQL Import Panel

This topic applies to DDMSPLUS only. If you are using the EBS SQL Import program on the DDMS system, see the handout Using the EBS SQL Import Panel on the Customer Support Center.  

 

Scheduling imports varies from dealer to dealer. Before scheduling imports, you should review your business processes so that you can make informed decisions about when and how to schedule imports. For example, consider how often you make database changes. Then you can decide how often to schedule a customer or vendor import.

 

You must initially do a full import. After you’ve imported data for the first time, you can schedule Delta imports. Delta imports allow you to make frequent updates of the SQL tables without impacting your system resources. However, ECI recommends that you run a full import daily for sales order detail, purchase order detail, and accounts receivable. Full imports should be run weekly for databases such as customers, items, vendors, and so on.

 

Using the Schedule Imports feature, you can specify that the system update your databases according to a set time and day. The system defaults to import daily between the hours of 8:00 AM to 5:00 PM. You can add a new schedule, edit an existing one, or delete an existing schedule.

  1. To open the EBS SQL Import Control Panel, double-click , then double-click .

  2. Click Schedule Imports.

  3. To add a new schedule, edit an existing schedule, or delete a schedule, right-click the schedule to change and select the appropriate option. If you select Delete Schedule, the schedule is immediately deleted with no warning. To add or edit a schedule, continue to Step 3.

  4. The Import Schedule Setup dialog box opens. You can change the Schedule Properties, Frequency, Daily Frequency, and Duration settings.

  1. In the Schedule Type box, use the drop-down arrow to select One Time or Recurring. If you selected Recurring, go to Step C.

  2. If you selected On Time, set the date and time for the event. Click the drop-down arrow in the Date box to select the date to run the event. Use the drop-down arrow in the Time box to select the time to run this event. Go to Step 4.

    If you selected Recurring, you must set the frequency for this event. In the Occurs box, use the drop-down arrow to select daily, weekly, or monthly.

  3. The Recurs Every box changes depending on what you selected in the Occurs box. For example, if you selected Daily, use the drop-down arrows to select how many days to run the event.

    If you selected Weekly, you can select which weeks to run the event as well as the day of the week on which to run the event. For example, you might select to run the event every two weeks on Friday. In this case, select 2 in the Recurs Every box and click Friday.

    If you selected Monthly, you select which day of which month to run the event.

  4. Next, you set up Daily Frequency. You can choose to have the event occur once daily at a specific time by clicking Occurs Once At. Then select the time using the drop-down arrows.

    You can select Occurs Between. Select the beginning time in the first time boxes and the ending time in the second set of boxes. Then you can set the execution delay time by entering either a number of minutes or a number of hours.

  5. Set up the event Duration. Use the drop-down arrow to set the Start Date. Then either select the End Date or No End Date.

  6. When finished, click OK. To not create or edit a schedule, click Cancel.

  1. Once you set up schedules, you must click Start Scheduler Engine to start the program. Once done, you can click Stop Scheduler Engine to disable schedules, if needed. Once you start running schedules, you should not close the EBS SQL Import Control Panel. You can click the X in the upper right corner to minimize the window.