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BPO Posting Engine

The Posting Engine application posts offline financial transactions to the financial system.

Requirements

  • This application will be installed by your CO3 Analyst or BPO System Administrator on your company's application server, and scheduled to run automatically. Confirm with your System Administrator to check on the interval configured for your company.

Installation

  • Double click on the 'PostingEngine' install file.
    • Note: Check that you have the latest version compatible with your version of BPO.

  • The Installation Wizard will open.
  • Click on Next.

  • The default location for installation is:
    C:\Program Files\CO3 Technologies (Pty) LTD\BPO PostingEngine
    It is recommended that you keep this default location. Keeping a standard will make upgrades easier.
  • Ensure that Everyone is selected for the install.
  • Click on the Next button.

  • The installer will ask you to Confirm Installation.
  • Click on Next to start the installation.

  • The BPO Posting Engine installation will begin.
  • Wait for it to be completed.

  • Once Installation is Complete.
  • Click on Close.

Configuration

  • In your File Explorer, search for the following file location:
    C:\Program Files\CO3 Technologies (Pty) LTD\BPO PostingEngine
  • Right click on the Configuration.xml file.

  • The File menu will open.
  • Select to either Open with Notepad or Edit with Notepad++ (or any program that will allow editing and saving an xml file).

The xml file will open in the selected program.

  • Type in the Environment Name as defined for this database, in the Service Manager.
  • Select Yes to Process the selected environment.

  • Multiple environments are configured by setting up additional <Environment> tags within the main <dsEnvironments> tag.

Configure Scheduled Task

BPO Supporting Console Applications can be run manually to test all configuration has been set up correctly, but must be set up to run via a Windows Scheduled Task, to run at an interval that meets your company's requirements. It is recommended to run bulk processing applications to run nightly to avoid load on the system during the day when users are working.

Refer toAdd Scheduled Task for more information relating to setting up a Windows Scheduled Task for BPO Posting Engine.

Run Application and Check Logs

Running the application after installation and configuration is important, in order to ensure all configuration has been done correctly.

Refer toManually Test Run Scheduled Task for more information relating to running a Windows Scheduled Task for BPO Posting Engine.

After running the application check the application's log to ensure the application is running correctly.

  • Browse to the application's installation folder.
  • Log text files are generated by date within the Log folder.

  • Open the Log file generated for the corresponding date.
  • Check that connection was successful, and that there are no errors in the log.
  • Resolve any issues until the log file is clear of errors.

  • It is recommended that you check the log files the following day to make sure the Scheduled Task fired that there are no errors in the log.
  • This application can now be left to run via the Windows Scheduled Task.
  • Review the log if any issues arise on BPO related to this functionality.