Dviz.mif

Topic creation date:2008-08-16

ImportFilterName needs to be set to "dviz.mif".

For all import types other than Employees dviz.mif filter uses an ODBC connection to link to the Vistopia SQL database which requires the DSN (Data Source Name) to be specified. Typically this is a file DSN.

For employees if ImportReportFormat is 256 (or 1024 or 512) then the LDAP import from active directory. Otherwise employees are not imported (see the table below).

ImportFileDSN in the [import] section tested first and must be a DSN file (which is formatted like an INI file) which is read directly by the filter to populated the parameters for connection to the ODBC driver.

If ImportFileDSN is blank, then ImportDSN is tested, if it is blank, then the AutoImportFilePathName in the [import] section of the PABX.INI file. The last two fields ImportDSN or AutoImportFilePathName are used to connect directly using theses as a system or a local DSN for connecting directly to the ODBC driver.

MatterClientRelationship should be set to 7 (MUST_HAVE_MATTER_AND_CLIENT and CLIENT_FIND_MATTER), as this filter is for an accounting firm in Australia, so it will have many clients per matter, and must have clients and matters.

This filter will import Clients, Matters, Disbursements and Activities. Dviz will import telephone numbers and addresses for clients if present in the Viztopia SQL database. Disbursements and Activities are duplicated, using the Code.ShortName and Code.Description from the Viztopia SQL database. If the short name is not empty and is not a question mark, then the disbursement or activity is imported.

DVIZ.mif will check the NonChargableAdminCodes in the [security] section of the PABX.INI file, and if the client code is present there and "AssignmentType.Chargeable" in the Viztopia database it will be marked it as an Admin only code. If the client code is in the ImportIgnoredCodeList then the client will not be imported. Likewise, if when importing matters if the matter is linked only to an ignored clint then this matter won't be imported either.

General PMA.INI file settings

In the PMA.INI file the [System] section settings are:

PmaKey = 6

PMASystemLongName = "MYOB Viztopia practice management"

PMASystemShortName = "VIZ"

The PMASystemShortName is not currently being used, but is kept in for reference.

WidthOfClientCode = 10

WidthOfMatterCode = 10

WidthOfGeneralCode = 10

The code with fields are set to 10 in the Viztopia database.

A matter in MonTel is an assignment in Viztopia. Therefore, the MatterTypeName in the [description] section in the PMA.INI file should be "Assignment".

ImportReportFormat

	ImportReportFormat (From the import section of the PMA.INI file)	Bit value	Add this number
		0	0
	LDAP import only. Import users from Active directory.	9	256
	LDAP import only, search entire Active Directory tree for users, not just the 'users' folder.	10	512
	LDAP import only, ignore users who are not in the either the MonTelUsersGroup or MonTelAdminGroup	11	1024
	LDAP import only, import users even if they don't have a telephone number entry in Active Directory.	13	4096