Montel.mif

The is a reference Import filter for MonTel. System developers who need to have a standard export format for clients matters, job codes and other details can use this as a reference. Using ParsIn or MonimpSv, this filter reads data files (or does an Active Dirrectory LDAP import for users), depending on type of import.

In the [import] section of the PMA.INI file, ImportFilterName needs to be set to Montel.mif.

General PMA.INI file settings

The MatterClientRelationship and other details should be set to match the relevant external accounting or cost recovery system. Otherwise these values are suggested.

[System]

PmaKey = 11

PMASystemLongName = "MonTel generic import filter"

PMASystemShortName = "MONTEL"

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

WidthOfClientCode = 20

WidthOfMatterCode = 20

WidthOfGeneralCode = 20

Format

The format is Comma Separate Values (CSV). Each line ends with a carriage return and line feed.

There are 5 ImpOut types, that will be output, these are matched against the file defined in the [AUTOIMPOUT] section of the PARS.INI file. They are defined internally and translated in the filter with a one to one match (which is not the case with all filters).

Filter file name	Value	ImpOut types	Value
AutoImpOutEmployeeFilePathName	1	IMPORT_FILTER_TYPE_EMPLOYEE	1
AutoImpOutPrimaryLinkFilePathName	2	IMPORT_FILTER_TYPE_CLIENT	2
AutoImpOutActivityFilePathName	3	IMPORT_FILTER_TYPE_ACTIVITY	3
AutoImpOutDisbursmentFilePathName	4	IMPORT_FILTER_TYPE_DISBURSMENT	4
AutoImpOutSecondaryLinkFilePathName	5	IMPORT_FILTER_TYPE_MATTER	5

Each type of import file is laid out differently, with the expected fields shown below. {,"PHONE-TYPE:number"...} is an option series of fields containing a single phone number. The phone type can be included, by preceding one of theses words WORK, FAX, HOME, TELEX and MOBILE with a semi colon separator before the number. (TELEX is included for historical reasons).

Employee file line layout

"Employee Code","Type","Partner code","Department","Activity","Rank","Name","Extension","PinNumber","LoginName","Terminated","Department name","Other","Directory","Name title","Name First","Name middle","Name last"

Primary link line layout (client)

"Client Code","Father Code","Partner Code","Manager Code","(not used)","Area Code","Contact person 1","Contact person 2","Phone Number","Fax Number","Telex Number","Client Name","Address line 1","Address line 2","Address line 3","Address line 4","Town","State","Country","PostCode","(not used)","Terminated","ChargeCode","DepartmentCode","DepartmentName","MatterCode","MatterName"{,"PHONE-TYPE:number"...}

Activity file line layout

"Activity Code","Department code","Type (not used)","Update (not used)","Description","Terminated"

Disbursment file line layout

"Disbursment Code","DepartmentCode","Type (not used)","Rate 1 (not used)","Charge % (not used)","Description","Terminated"

Secondary link file line layout (matter)

"ClientCode","Client Name","Matter Code","Description","Department Code","Partner","Manager","Terminated","ChargeCode","Deparment Name"{,"PHONE-TYPE:number"...}

ImportReportFormat

ImportReportFormat is found in the export section of the PMA.INI file. Setting ImportReportFormat will allow the following modifications to the export. ImportReportFormat is a bit field format, allowing multiple options by adding up the values in the ImportReportFormat column.

ImportReportFormat	Action
0	Default option.
64	Filter out all characters other than &'-./= and spaces, Alphabetical upper and lower case and Digits.
256	If the first field is blank (the code field in all layouts shown above) then the line or record is ignored and not imported.
2048	Export a header line with every run.
4096	LDAP import only, import users even if they don't have a telephone number entry in Active Directory.