monitor.mef

Topic creation date: 2009-01-02 (previously How to use the MONITOR Business Machines Export Filters)

This topic applies to Version 2.11 onwards.

Export Control (set-up).

In version 2.12 onwards these values are set using EdPma32.exe in the [System] section. EdPma32 edits the PMA.INI file.

In the [Export] section ExportFilterName needs to be set to "monitor.mef".

Version 2.11 the export format can be controlled to a limited extent by entries in the appropriate *.INF files. However, since these are updated with each new release of the MonTel client if these are changed it would be better to create a new INF file, and change the setting above to use the new file, to prevent it being overwritten.

The primary staff number in Monitor can be selected with UseEmployeeCode (which from Version 2.9 defaults to 1).

UseEmployeeCode = 1 or 17 Then MonTel will use the User's PIN number or if this cannot be found "Ukn" (for unknown).
UseEmployeeCode = 2 or 18 Then MonTel will use the User's Login name.
UseEmployeeCode = 3 or 19 Then MonTel will use the "extension number" found with the call record (or blank if it is a disbursement).
UseEmployeeCode = 4 or 20 Then MonTel will use the "Pin or Account" number typed in at the telephone handset (or blank if it is a disbursement).

Version 2.9.0 Pre-release 51 onwards

UseEmployeeCode = 5 or 21 Then MonTel will use the "Employee Code".

The higher values specified are for when MONIMP (used for automatically importing) is using the Monitor 1009 report rather than the USER.XLS spreadsheet.

The MatterClientRelationship field can in general have the following valued added (or logical OR) together.

DONT_NEED_MATTER_OR_CLIENT = 0

MUST_HAVE_MATTER = 1

MUST_HAVE_CLIENT = 2

MUST_HAVE_MATTER_AND_CLIENT = 3 (which is MUST_HAVE_MATTER + MUST_HAVE_CLIENT )

CLIENT_FIND_MATTER = 4 (typically 7 for MUST_HAVE_MATTER_AND_CLIENT + CLIENT_FIND_MATTER )

MATTER_FIND_CLIENT = 8 (typically 11 for MUST_HAVE_MATTER_AND_CLIENT + MATTER_FIND_CLIENT)

The "Secondary number" will be set to the Matter Code unless:

MatterClientRelationship is DONT_NEED_MATTER_OR_CLIENT then "Secondary number = Matter number" field will be set to the Call Records account code generated by the PABX (usually because of information keyed at the handset by the users) or blank if it is any other type of disbursement.
MatterClientRelationship can be logically anded with 2 MUST_HAVE_CLIENT "Secondary number" will be set to the Client Code.
MatterClientRelationship can be logically anded with 4 MATTER_FIND_CLIENT: "Secondary number" will be set to the Client Code.

The export format:

'"Date of call","Time of call","Primary number = staff number", '"Secondary number = Matter number", '"Unit come from = extension number with A in front","Name of disbursement", '"0","Duration","Price in 0.00","Phone number with a P in front", '"","0","1"

For example (Phone):

"22/08/01","00:00:00","Ukn","100941","APBX","TEL","0","000011",".25","P93868
340","199 (David) phoned on 22/08/01 11:36:00","0","0","DEVELOPMENT"

For example (Disbursement):

"22/08/01","17:44:00","Ukn","100941","APBX","ADVERT","0","000056","9.86","P"
,"David : Some narration by the user","0","0","DEVELOPMENT"

Monitor technical people should be able to explain what this means!!!

Please note, the current monitor export Monex32.exe version 2.8.4 only disburses telephone call records. From Patch 5 or Version 2.9 (available very soon or sooner on request) it will also support the disbursement records above.

Additional export format information:

The following information applies from Version 2.9.0 Pre-release 39 onwards

DOS Format:

Here is a sample of the Original DOS Format (1050) from Version 2.9.0 Pre-release 38 and earlier.

"27/06/02","13:15:00","007","1234","APBX","TEL","0","000255","5.00","P94171515","206 (dave) phoned on 11/06/02 17:39:00","0","0","SERVICE"

Field 7 is now the total seconds duration. Field 8 previously exported the duration in the format "hhmmss", which was (apparently) wrong. So the new output would now look like this (Field 7 would have a variable length of output):

"27/06/02","13:15:00","007","1234","APBX","TEL","175","175","5.00","P94171515","206 (dave) phoned on 11/06/02 17:39:00","0","0","SERVICE"

You can turn this new format off (i.e. revert to the old DOS format) by setting ExportReportFormat in the MONx.INF to be logically And(ed) with 4.

Note that the duration is limited to 23:59:59. A call that lasts several days will only have the hours, minutes and seconds part reported.

An new options is available for a 1051 format report. This would break an existing installation since the number of field will changed (by adding a field 8). The extra field 8 is the Monitor 'count' field.

To prevent "breakages" this format is only available when ExportReportFormat in the MONx.INF is logically and(ed) with 8 for the DOS version (i.e. NOT anded with 1).

(ExportReportFormat and 8 will show a an extra field is position 8 as "0"):

"27/06/02","13:15:00","007","1234","APBX","TEL","0","000175","000255","5.00","P94171515","206 (dave) phoned on 11/06/02 17:39:00","0","0","SERVICE"

32 Bit Format:

Original 32bit Format is apparently wrong, and needs a "21" prefix rather than "00", and needs to be in the 1051 format. Set ExportReportFormat in the MONx.INF to be logically Anded with 1 to enable this format:

"21","27/06/02","13:36:00","007","1234","APBX","TEL","0","000042","000042",".30","P0418812962","206 (dave) phoned on 11/06/02 17:39:00","0","0","SERVICE"

You can mix all the settings of ExportReportFormat.

By default the DOS format MONA.INF MONL and the rest have ExportReportFormat = 0, while the 32bit format MONA32.INF MONL32.INF and the rest have ExportReportFormat = 1, so this setting otherwise remains unchanged (by default).

From 2.9.61 Disbursement exports have a 1 (rather than a 0) where the duration would be in Call Record exports. This can be turned or with ExportReportFormat = 128 (or'ed with other values).

From 2.9.62 Notes in Disbursement exports can be turned off with ExportReportFormat = 256 (or'ed with other values), and Notes in Call Record exports can be turned off with ExportReportFormat = 512 (or'ed with other values).

In summary:

ExportReportFormat	Result
0	Default for DOS Monitor format (1050) export, however.
1	Default for 32bit Monitor format export with "21" prefix, and also uses the 1051 format.
4	FIELD 7 AS "00", as per old format (1050). Note that 1 already forces this option for the 32bit Monitor export.
8	Add an extra FIELD 8 as "0", (1051 format) for DOS.
16	Version 2.9.0 Pre-release 51 onwards. Removes the last field, the Department field.
32	Version 2.9.0 Pre-release 51 onwards. If the Department, Staff, Client, Department or Disbursement is "(None)" then the field is exported as blank.
64	Version 2.9.0 Pre-release 51 onwards. Filter out all characters other than &',-./= and spaces, Alphabetical upper and lower case and Digits.
128	Version 2.9.61 onwards. Uses a 0 instead of a 1 (the new default in 2.9.61) in the both the duration and count fields of a Disbursement (not call record) export.
256	Version 2.9.62 onwards. Exports a blank narration field in Other Disbursement (not Call) records.
512	Version 2.9.62 onwards. Exports a blank narration field in Call (not Other Disbursement) records.
1024	Version 2.10.16 onwards. ServerAutoExport Only: If the pin number is greater than 0, then the Primary number or staff number is the pin number rather than the default extension.
(add up the above values)

ServerAutoExport

And additional option ServerExportReportFormat will be added to the PABX.INI file [AutoExport] section to allow the 32bit format to be activated. The other values unless specified WILL NOT be implemented at this stage to save DOS memory in the server.

From Version 2.9.0 Pre-release 42 onwards The Server Auto export format is now generated without padding the account code with zeros.

From Version 2.10.16 onwards. Server Auto export can also have the 1024 added option (see above).