Tobacco Scan Data Supporting RJR

To quickly set up the data export using the default report's settings:

1. Select CR Departments and Categories for the items to be included into the report. Mind the following conditions to be met:

• You can set up both or only one of the above parameters, CR Department or Category.
• When both, CR Departments and Categories, are set up, only the items matching both fields will be included in the report. See details in the example below.
Example

For example, the following parameters configured in the report:

• CR Department: 03|Drinks
• Category: 06|Juices

The following logic will be applied to the items in this case:

Item Parameters			Is included in the report? Y/N
Name	CR Department	Category
Hot Water	03|Drinks	07|Drinks	N
Apple Juice with Ice	02|Cold Drinks	06|Juices	N
Orange Juice	03|Drinks	06|Juices	Y

Based on the example above, only Orange Juice will be included into the report data, because it is the only item that matches both report parameters, CR Department and Category.

1. CR Departments:
1. Click Add department.
2. Select the department from the list.

To delete the CR department, click the corresponding delete icon to the right of this CR department name.

2. Categories:
1. Click Add category.
2. Select the category from the list.

To delete the category, click the corresponding delete icon to the right of this category name.

2. In the File Settings group of fields, specify the following export settings:
1. In the File Format list, select one of the following formats for the exported file:

•  CSV: For this format, you will need additionally specify the following settings:
  - In the CSV Separator list, select the sign that will separate the data in the report's file: Pipe or Comma.
  - Select the Include Header option, if you need to include the header into the exported file. A header represents the enumeration of the report data names separated by the sign selected in the CSV Separator field. For more information about the report data names, see Understanding Report.

  

• JSON: If this format is selected, the information comes from an email from MSA.

3. Specify the data export settings for the whole account (all locations at once) or for each location separately in either of the following ways:

• For the whole account:

1. Make sure that the Send data by individual station option is not selected. If not, unselect it.
2. In the SFTP group of fields, specify the user name and password provided by the RJ Reynolds representatives.

   

• For each location separately:

1. Make sure that the Send data by individual station option is selected. If not, select it.
2. In the Credentials column, click the settings icon for the location which settings you want to configure
3. In the location's credentials window, specify the user name and password received from scan data help desk for this location.
4. Repeat two previous steps for each location you need.

   

4. In the RJR Outlet Name column, enter the station identifier.
5. At the top left of the report form, click Save.

To check that the default report settings are preconfigured properly, set the Advanced Mode toggle into the On position. For more information on how to customize the default report setting, see Advanced Export Setup.

Before the report export is configured and scheduled, it may be wise to check the correctness of connection settings. This will help you proactively troubleshoot the most common export problems that may be related to invalid credentials, insufficient permissions or typo in the domain or path where the report will be exported. The connectivity check can be performed at either the account level or for each station individually:

1. Fill in SFTP settings.
2. Under SFTP settings, click the Check connection button.

   

CStoreOffice® will try to establish the connection to the host using the provided credentials. If successful, "Connected" message is displayed. Otherwise, you will get one of the following errors:

The connectivity check may take a while. However, you can click the Check connection button and continue configuring the form export.

To set up the data export in the advanced mode by customizing the default report's default settings:

1. Set the Advanced Mode toggle into the On position.

1. Select CR Departments and Categories for the items to be included into the report. Mind the following conditions to be met:

• You can set up both or only one of the above parameters, CR Department or Category.
• When both, CR Departments and Categories, are set up, only the items matching both fields will be included in the report. See details in the example below.
Example

For example, the following parameters configured in the report:

• CR Department: 03|Drinks
• Category: 06|Juices

The following logic will be applied to the items in this case:

Item Parameters			Is included in the report? Y/N
Name	CR Department	Category
Hot Water	03|Drinks	07|Drinks	N
Apple Juice with Ice	02|Cold Drinks	06|Juices	N
Orange Juice	03|Drinks	06|Juices	Y

Based on the example above, only Orange Juice will be included into the report data, because it is the only item that matches both report parameters, CR Department and Category.

1. CR Departments:
1. Click Add department.
2. Select the department from the list.

To delete the CR department, click the corresponding delete icon to the right of this CR department name.

2. Categories:
1. Click Add category.
2. Select the category from the list.

To delete the category, click the corresponding delete icon to the right of this category name.

3. In the File Settings group of fields, specify the following export settings:
1. In the File Format list, select the format of the exported file: CSV or JSON.
2. In the CSV Separator list, select the sign that will separate the data in the report's file: Pipe or Comma.
3. Select the Include Header option, if you need to include the header into the exported file.

A header represents the enumeration of the report data names separated by the sign selected in the CSV Separator field. For more information about the report data names, see Understanding Report.

CSV Separator and Include Header are available only if CSV is selected in the File Format list.

5. In the Export error notifications email field, enter your own email to receive notifications about the export errors.
6. In the Transport field, make sure SFTP is selected.

SFTP is the default and recommended as the best method of data transferring for Scan Data reports.

7. In the SFTP group of fields, specify the following parameters provided by the RJ Reynolds representatives:

• User Name
• Password

The User Name and Password fields are available in case the Send data by individual station option is not selected. In this case, the user name and password are defined for all stations on your account.

8. In the Number of resubmission retries field, leave the default value. It specifies the number of attempts that CStoreOffice® must make to send the report to the destination. After the last failed attempt, CStoreOffice® sends an email notification with the error description to the system administrator. For more details, see File Sending Control.
9. In the Waiting in minutes for repeat field, leave the default value in 30 minutes. It specifies the time interval between attempts to send the report to the destination. If CStoreOffice® fails to send the report for some reason, it waits for the specified period of time and then makes a new attempt.
10. In the Report period >From and To fields, make sure the time period of the exported data is defined. To change it, contact your system administrator.
11. Specify the data export settings for the whole account (all locations at once) or for each location separately in either of the following ways:

• For the whole account:

1. Make sure that the Send data by individual station option is not selected. If not, unselect it.
2. In the SFTP group of fields, specify the user name and password provided by the RJ Reynolds representatives.

   SFTP is the default and recommended as the best method of data transferring for Scan Data reports.

   

• For each location separately:

1. Make sure that the Send data by individual station option is selected. If not, select it.
2. In the Credentials column, click the settings icon for the location which settings you want to configure
3. In the location's credentials window, specify the user name and password received from scan data help desk for this location.
4. Repeat two previous steps for each location you need.

   

12. In the RJR Outlet Name column, enter the station identifier.
13. In the Automatic File Sending fields, make sure the default period is defined. To change this period, contact your system administrator.

14. At the top left of the report form, click Save.

When the report is to be generated by schedule, CStoreOffice® launches the File Sending Control service. The service performs the following actions:

1. The service checks if data for report generation is available:

1. If data for report generation is available, CStoreOffice® generates the report (see step 2).
2. If data for report generation is not available, CStoreOffice® writes information about the error to the report log and sends an email notification with the error description to the system administrator.

2. CStoreOffice® generates the report and attempts to send it to the specified destination:

• If the report is successfully sent, CStoreOffice® writes information about successful report delivery to the report log.
• If the report fails to be sent, CStoreOffice® waits for the period of time defined in the Waiting in minutes for repeat field and makes another attempt to send the report. CStoreOffice® attempts to send the report for the number of times defined in the Number of resubmission retries field. If the last attempt fails, CStoreOffice® writes information about the last error to the report log and sends an email notification with the error description to the system administrator.

If the report could not be sent to the location five times due to the connection issues, the report sending is turned off automatically. The location's manager will receive an immediate e-mail with the details about the reasons of the report sending cancellation.

CStoreOffice® lets you check the report schedule and send missed reports to the destination. A report is considered missed if it was to be generated and sent at a specific time, but CStoreOffice® failed to do this for some reason. Such situation can occur, for example, if the software system was shut down for a long period of time.

To overcome such situations and make sure that reports are generated and sent to the destination by the defined schedule, CStoreOffice® leverages the report verification mechanism.

The report verification mechanism is launched every 15 minutes. The mechanism retrieves the date when the report was generated and sent for the last time and compares this date with the current date. Depending on the comparison results, CStoreOffice® can perform the following activities:

Case 1. Date of Latest Report is Earlier Than Current Date

If the date of the latest report is earlier than the current date (that is, the latest report was generated before the current date), CStoreOffice® calculates the date when the latest report was to be created. After that, CStoreOffice® compares the date of the latest report and the calculated date:

• If the date of the latest report and the calculated date match, CStoreOffice® considers that the report was successfully generated and sent and performs no additional activities.
• If the date of the latest report and the calculated date do not match, CStoreOffice® compares the calculated date and the current date:
• If the current date and the calculated date match, CStoreOffice® gets the time for report generation.
• If the current time is earlier than the time for report generation, CStoreOffice® performs no additional activities.
• If the current time is later or equal to the time for report generation, CStoreOffice® launches the report generation and sending task.
• If the current date and the calculated date do not match, CStoreOffice® considers that the report has missed its schedule and launches the report generation and sending task as of the calculated date.
  

Case 2. Date of Latest Report Matches Current Date

If the date of the latest report matches the current date, CStoreOffice® checks if the report is to be generated on the current day:

• If the report is to be generated on the current day, CStoreOffice® checks the time for report generation.
• If the current time is earlier than the time for report generation, CStoreOffice® performs no additional activities.
• If the current time is later or equal to the time for report generation, CStoreOffice® launches the report generation and sending task.
• If the report is not to be generated on the current day, CStoreOffice® performs no additional activities.