Automatically push emailed meter readings into eAuto
Dealers have lots of options for getting meters needed for billing, here is one more! This process automates entry of meter readings sent by devices as well as your eAgent emailed meter requests.
This process will check your mailbox for new emails, parse them, insert meter readings into eAuto, mark the emails as "read", then move them to a destination folder. Any email that cannot be processed (i.e. body doesn't match format expected, serial number can't be found) will remain in the InBox for someone to handle exceptions daily.
We install this in Test Mode first for your review. You control which meters go into eAuto via our Meter Mapping App. Your IT Dept will need to provide us ability to access mailbox directly for initial set up/installation. Please be sure to read our requirements/prerequisites HERE.
As of June 2021, we can parse meters for Copystar, eAgent, Konica, Kyocera, Lanier, Lexmark, Oki, Savin/Ricoh, Sharp, and Xerox. We are looking to add more!
Run Schedule: Daily
Type of Output: Email/APP/On Demand Report
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Daily email and On Demand SSRS Report shows meters pushed in AND meters unable to push in per error indicated:
Successfully pushed in meters:
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Variable W: clear details
Variable X: clear details
Variable Y: clear details
Variable Z: clear details
Variable 1: clear details
Variable 2: clear details
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-This process will check your mailbox for new emails, parse them, insert meter readings into eAuto, mark the emails as "read", then move them to a destination folder. Any email that cannot be processed (i.e. body doesn't match format expected, serial number can't be found) will remain in the InBox for someone to handle exceptions daily.
-We can read emails sent my device and/or from your meter requests sent via eAgent.
-The MOST MOST IMPORTANT (did we mention MOST IMPORTANT?) part of this entire process is the email address these emails are sent to (not from). The email box collecting these meter reading responses will need to be unique for each manufacturer or for eAgent. We CANNOT scroll through an email box with varying types of emails in it (i.e. toner orders, junk mail) and filter through them to determine if a meter reading.
We suggest, if needed, create a rule in your general email box moving/redirecting the meter reading responses to its own unique mailbox by manufacturer (i.e. KonicaMinolta, Sharp). That unique mailbox will be where our alert will go to per your Variable3 settings.
-If you wish for us to push in different manufactuer's and/or eAgent meters, then you will need to subscribe to a clone (additional) subscription for each so your Variable3 MUST be different for each. This can be done by selecting the plus (+) sign (after you have successfully subscribed to one ID398):
Custom Property Set Up
Use Custom Property to turn this integration OFF at either Equipment or Customer Level. We build this Custom Property for you and default to ON so this process is effectively ON for everything. You can set the exceptions to OFF at either Equipment or Customer Record level, as needed. Please note, setting to OFF at Customer Level will turn off for all Equipment Records showing that customer as Main Customer. For example, if Equipment Custom Property is set to ON and Customer Custom Property is set to OFF, the alert will NOT consider any of the equipment.
Creating the Custom Property if you are missing in eAuto:
Create Custom Property Attribute via Tools / Lists & Codes / Attributes:
Attribute name = ZCJ_DCAMeterImport
Description = ZCJ_DCAMeterImport for ID311/ID968
Data type = User-Defined Lookup
Lookup List = On / Off
Add Custom Property Attribute to both your Customer and Equipment Record Configurations via Tools / Lists & Codes / Configurations (custom properties):
Select New for Group Customer Properties:
Search Available attribute(s) for ZCJ_DCAMeterImport, check off Default value and select ON, then select QuickAdd - don't forget to hit OK to save:
Do the same for Group Equipment Properties:
Now you have this Custom Property available on Customer Record:
and Equipment Record:
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You will need to tell our app which eAuto Meters correspond to the DCA Meters, so we know which meters to insert where in eAuto.
Go to your CEO Juice apps (if you don't know the URL use http://localhost:8888)
The two hyper links at top take you to
(2) Meter Mappings
Metertypes shows the Emailed Meter Type names (based on our parser) and eAuto Meter Type names, indicating if mapped and/or if ignored for mapping:
To get started go to Meter Mappings to start mapping your MP Monitor or HP Action Center (DCA) Meter Types to eAuto Meter Types:
Once you have mapped all your meters, the app can determine which meters to insert into eAuto.
When you select Add Mapping you will need to select the EA Metertype to be mapped to DCA/Emailed Metertype:
The 'Fallback DCA Metertype (optional)' is only needed when the same EA Metertype applies to more than one DCA Metertype.
B\W only device has DCA Metertype of Total Meter which needs to be mapped to EA Metertype of B\W. But a color device has DCA Metertypes of Total Total Meter, Total B\W, and Total Color. You don't want DCA Metertype of Total Meter to go into eAuto as Total B\W clicks.
So you want the DCA Metertype = Total B\W and the Fallback DCA Metertype = Total Meter
Essentially you are telling the app, if Total B\W from DCA does NOT exist, then use DCA Metertype of Total Meter for my eAuto B\W meter.
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You also have an On Demand SSRS Report to review what has pushed in that day and what has had errors that day. This is essentially a duplicate to the daily email sent to those emails listed on your ID398 subscription.
Report shows on Page 1, any meters unable to push into eAuto due to error indicated:
Page 2 shows what meters have been pushed into eAuto:
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Required Meters and Considering Valid:
Our integration will only consider meters set as required on Equipment Record AND due for billing today or past due per Contract Record.
We then use your eAuto Meter Validation Buffer to check the meter is valid:
This can be seen via Tool / Options / Equipment:
We are NOT considering these meter tolerance settings:
Devices with more than one meter:
We look for the serial number in eAuto and the meters required to compare what emailed meters are being pushed in. IF at least one of the required meters is greater than previous, we will push in ALL meters. If all meters are less than previous, NONE of the meters will push into eAuto.
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ID311 - HP SDS Action Center & MPS Monitor Integration
ID396 - Emails tech when there is a new service call for equipment with previous meter reading of "estimate/other"
ID968 - Advanced meters & DCA data
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Before subscribing to this alert, please review these STRICT REQUIREMENTS/PREREQUISITES for this alert:
- Net 4.7 or higher MUST be installed on the CEO Juice server
- Email box must be set that CEO Juice can login and access for initial installation (please ensure two-factor authentication is turned off, for example)
- The email box collecting these meter reading responses will need to be unique for each manufacturer. We can't access an email box with varying types of emails in it and filter through them. We suggest, if needed, please create a rule in your general email box moving/redirecting these devices reported meter reading responses to its own unique mailbox by manufacturer (i.e. KonicaMinolta, Sharp). That unique mailbox will be where our alert will go to per your variable settings. We will need to create an alert for each manufacturer.
- The setup of this alert process will need to involve IT department and your meter reading department for this process to work for such things as email box access, passwords, review, etc.
- An important aspect to this alert process is there is always still requirement of staff to watch the email mailbox daily, human oversight is still required. Staff will need to monitor the email box daily to catch errors and unread emails daily (perhaps at end of day). The alert process ONLY considers unread emails.
- Since the device is reporting the meter reading(s), it is not CEO Juice responsibility to ensure these meter readings are correct. Devices are programmed to report meter readings and it is not CEO Juice responsibility to ensure the meter reading(s) parsed from the emailed report are calculated correctly. You will need to verify the meters entered in eAuto through our alert process in fact are correctly calculating (i.e. adding multiple reported color meters to determine total color meter count). CEO Juice is not held liable for any meters reported through this process that are incorrectly reported to you. It is imperative your staff review meter readings and ensure your meter reading validation set up in eAuto is in place to meet your meter billing requirements.
- Meter types set as virtual can not be handled by this alert process.
- Please note, this alert process is not like automated meter capture software (i.e. FM Audit, PrintFleet) as there is NO direct link between the machine and our alert process. We are just picking up emails and the content within that email.
- Emails are parsed daily.
**Please also note if meters do come through via our alert process, but come through as not billable, eAuto is likely catching them through its meter validation buffer. For example, meters reported frequently may not pass eAuto's validation buffer because eAuto will recalculate the average monthly volume based on days in between meters. So when meters get pushed in often, it can make eAuto think the device is averaging more copies than usual if they do a lot of copies within a couple days. (We recommend meters only come from the device weekly, not daily.)**
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This alert requires information from your IT Department, so please consult with them to update your variable settings.
Every variable for this alert is required. We will need access to the email, so please either install the mail client on the juice box or make it browser accessible (and let us know).
Below are variables your IT Dept will need to provide info for:
We will need access to the email, so please either install the mail client on the juice box or make it browser accessible (and let us know).
VariableX: Mail Server Connection? ExchangeEWS OR ExchangeWebDAV OR Imap4 OR Pop3
Variable2: DNS Name or IP Address for your mail server (URL we need to access mailbox on the server we have access to)
Variable4: Port to be used when connecting to the mail server
Variable5: Use an encrypted connection to communicate with the mail server? 1 = yes, 0 = no
Variable6: Username for connecting to the mail server (this should correspond to the email address that eAgent uses to send meter request emails FROM, since that’s where responses will be sent)
Variable7: Password for connecting to the mail server
Variable9: Delete emails after successfully inserting a meter reading? 1 = yes, 0 = no
Variable10: Move emails after successfully inserting a meter reading? 1= yes, 0 = no
Variable11: If moving processed emails, to what folder?
VariableY: Move emails unable to process to folder specified in VariableZ, 1 = Yes, 0 = No
VariableZ: Name of email Failure Folder
**We highly recommend moving any emails our alert is unable to process as this will help a user quickly and easily identify what emails need to be manually entered and/or reviewed.**
Below are variables your eAuto administrator will need to provide info for:
Variable1: Validate for billing? 1 = yes, 0 = no (this will tell alert whether to automatically indicate the meter is valid for billing)
Variable3: The email address the meter will be sent to (will need to be unique for each manufacturer if multiple manufacturer emails going into the same email box.)
Variable12: Meter Source (we recommend created ID386 in eAuto and listing in this variable)
Meters Not Updating/Populating into eAuto?
The alert process will ONLY consider unread emails.
If you have unread emails in your InBox from the day before, then, it is either (1) wrong TO: address (per Variable3 on your ID398 subscription OR (2) email doesn't parse into an email using the parser selected in Variable8 of your subscription
Emails in your Fail subfolder indicate the email was parsed/processed, but couldn't insert the meter into eAuto. Typically for these reasons: serial number not found or eAuto rejected the meter reading value via eAuto's internal meter validation procedures