How to use MonexSV (auto export service)

What is MonexSv

MonexSv is a windows service (see What is a service application) that can also run as a console application to export disbursement records from MonTel into an accounting or other system. Is is designed to supersede Monex32 (see How to use MONEX). Being able to run as a server service is especially useful, because it can now be run with out requiring that a computer be logged in.

Its function is different from the Server Auto Export which is used to export call records direct from the MONTEL server with no user interaction. See How to use server auto export. MonexSV is used to export records that have had user or other client based interaction.

How to install MonexSv

For information on how to install MonexSV, see: How to install and run various MonTel 'Windows Service' based applications.

How to use MonexSv

MonexSV works by starting and then pausing waiting until the service is either 'un-paused' (continued) by user interaction or until a certain amount of time has gone by. At which time it will then export all the unposted disbursement records in the Master Client Database.

MonexSV takes its settings from the INF file specified in AutoExportSystem, and uses the MEF (MonTel Export Format) file specified for the particular type of export specified in the INF file. If is the MEF file that handles the specifics of the various formats for the various accounting and other systems that process a MonTel disbursement output.

MonexSv settings can be found in the [AutoExport] section of the PABX.INI file in the MonTel application directory, and shares many of its setting with Monex32.

AutoExportSystem is used the same as for Monex32.

AutoExportServiceComputerName (MonexSV only) is the name of the computer on which the MonexSV service resides.

AutoExportServiceLoginName (MonexSV only) is the account login domain and name of the network user used to grant access permission for the Monex service on the network.

AutoExportIterateThroughGroups (MonexSV only) allows MonexSV to export from different master client databases if these have been set up in the Groups Section.

AutoExportFilePathName is used the same as for Monex32.

AutoExportAppendDate (MonexSV only) allows the export file name to be made up from the current date.

AutoExportDateFormat (MonexSV only) specifies the format of date as the part of the file name to be added to AutoExportFilePathName if AutoExportAppendDate is set to 1.

AutoExportCostThreshHold is used the same as for Monex32. It sets a minimum value of records to be exported, while still marking records that don't meet this value as having been posted.

AutoExportTime (MonexSV only) is an optional field that sets a time in a day when MonexSV will 'un-pause' or continue and export any unposted records. For another option for when to unpause see AutoExportFrequency.

AutoExportFrequency (MonexSV only) is an optional field that set a period in seconds for how often MonexSV should unpause and export records. For example to export records each hour, then set AutoExportFrequency = 3600. The maximum value is the number of seconds in a day.

AutoExportRoundFrequency (MonexSV only) If AutoExportFrequency is set to a value greater than 0, then if AutoExportRoundFrequency is set to 1 it will round the period specified to the nearest whole period. So that an export every hour will take place at the top of the hour rather than at an hour from when it was last exported.

MonexSV does not use the other settings in the AutoExport section of the PABX.INI file.