Pushes meter readings from Toshiba Elevate Sky to e-automate via parsing of email data.
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Overview | Variables | Alert Functionality | Mailbox Security | Best Practices & Tips | Related Alerts
Overview
Overview
ID314 processes emailed data from Toshiba Elevate Sky and is required for any other CEO Juice processes that will leverage Toshiba data.
If you use Toshiba Elevate Sky to collect meter readings from your devices, ID314 removes the need for manual data entry by automatically picking up those readings from your mailbox and pushing them straight into e-automate using ID968. Once set up, the process runs daily without any intervention from your team which keeps your meter data current and reduces the risk of readings being missed or entered incorrectly.
The process will 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.
See Alert Functionality below for set up in Elevate Sky.
*Further information on sales order creation to come once the initial build for toner integration is complete.
For further information about the DCA integrations we offer, check out our DCA API Integrations Overview page.
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Variables
Variables
**Every variable is required, you will need your IT Dept to help with these:
Variable 2: DNS Name or IP Address for your mail server (URL we need to access mailbox on the server we have access to)
Variable 3: The email address the meter will be sent TO (set by you in Elevate Sky Fleet Meter Collection Report)
Variable 4: Port to be used when connecting to the mail server (i.e. 587)
Variable 5: Mail Server use SSL? 1=Yes, 0=No
Variable X: Enter your Mail Server Connection Type from dropdown selections
Variable 6: Username for connecting to the mail server
This MUST correspond to the email address your equipment uses to send meter requests FROM since that's where the responses will be sent
Variable 7: Password for connecting to the mail server
Variable Hidden4: TenantID - for Office365 users we must set this security protocol up (Microsoft requirements), please see THIS LINK for set up.
Variable 10: Move emails after successfully inserting a meter reading? 1= yes, 0 = no
Variable 11: If moving processed emails, to what folder? When possible, we will create the folder if it doesn't exist. However, not all email server types or connection types will allow this, so it is best if you manually create the folder in advance.
Variable Y: Move emails unable to process to folder specified in VariableZ? 1 = Yes, 0 = No
Variable Z: Name of email Failure Folder
Variable 9: Delete emails after successfully inserting a meter reading? 1 = yes, 0 = no
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Alert Functionality
Alert Functionality
The function of this alert is to set up the email integration to process data from Toshiba to various background tables that work with other CEO Juice processes. You will need to be subscribed to the process noted below for each CEO Juice process.
Active: Integration is available for all clients
Beta: Integration is currently in the Beta testing process and not yet available
ID968 - Meters - Active
This process will populate the meter tables using the data that ID314 collects from the emailed reports "Device Meter Collection Report" and "Fleet Meter Collection Report", the meters are inserted with ID968.
ID634 - Sales Orders - Beta
This process will generate sales orders in your e-automate system, using toner information that ID314 collects via the emailed report "Device Code Data (Consumables) Report".
**Please note that we are pulling alerts using data generated from the DCA. If you are seeing supply alerts that shouldn't trigger, you will need to check the alert configuration in the DCA.**
By default, our process will not create a new Sales Order if it finds an open Sales Order for the same Equipment or toner color, or an order fulfilled in the last 10 days for the equipment/color combination. The process DOES assume just-in-time delivery, meaning the expectation is for the customer to replace the toner soon after receiving it.
For more details on how supply orders are created, see the documentation here.
ID350 - Toner Supply App - Beta
This process can pull information from the DCA into the ID350 toner supply app.
ID147 and ID774 - Power BI Dashboards - Beta
The data from the DCAs can be pulled into various Power BI dashboards:
- Unmanaged devices - ID147
- Quarterly Business Report - ID774
ID815 - Workflow Process (If This Then That) - Pending
Once the sales order has been created in e-automate with ID634, you can use ID815 to create a workflow that will automatically create the linked purchase order.
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Toshiba Elevate Sky Configuration
Toshiba Elevate Sky Configuration
1. This integration runs on your ceojuice server, so the communication is accessed and parsed inside your network. Your subscription to ID314 pulls the meter readings and toner data from the Inbox to our tables.
2. Your tenant must be set up with Modern Authentication if you are using O365 or Gmail so CEO Juice can access the mailbox. If you are not using an O365 or Gmail tenant, MFA will not work, so please ensure two-factor authentication is turned off. This is a service-to-service authentication since we do not have any human interaction, so we get required permissions at the mailbox admin level.
3. This process will check your mailbox for new emails daily at 6:30PM your local time, parse them, insert meter readings into eAuto (via ID968 which runs the next morning), 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. Use ID968 to set how we will handle (push or not push the meters into eAuto).
4. Any email unread in your Inbox will NOT be considered by our processes.
5. Please be sure to set a mailbox rule to clean up/move emails after 30 days to a subfolder; otherwise, our process will review each and every unread email EVERY time it runs (adding potential hours and room for issues to process).
6. Please use a unique email address for this process and this process only. 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 must not contain any other email types. We CANNOT scroll through an email box with varying types of emails in it (i.e. junk mail) and filter through them to determine if it is related to our processes.
*Further information on toner reports configuration to come once the initial build for toner integration is complete
Report SetUp
Initial Set Up in Elevate Sky Required:
Log in to Elevate Sky
Click on Meter Collection
Click on Reports
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Select Device Meter Collection Report
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Check Schedule for delivery
Frequency: by 6PM your local time
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Deliver to Email address (must match Variable3 on ID314)
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5. Repeat for Fleet Meter Collection Report
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Check Schedule for delivery
Frequency: Once a day by 6PM your local time
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Deliver to Email address (must match Variable3 on ID314)
*Further information on toner reports configuration to come once the initial build for toner integration is complete
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Mailbox Security
Mailbox Security
Office365
Office 365 Tenant ID
As of October 1, 2022, Microsoft Office365 requires updated protocol for accessing your email boxes that we use for pushing emailed meter readings into eAuto for you. We will install our process using your Tenant ID for access to the needed mailbox.
Please click the link below, log into one of the email boxes you use for the ID398 process and follow the steps to give us needed permissions/consent: https://login.microsoftonline.com/common/adminconsent?client_id=63674a04-3189-4572-b735-75f467d863ee&redirect_uri=https://www.ceojuice.com
You will need to accept these permissions:
**If you have concerns providing these permissions to all mailboxes, please see attached link (at bottom) process to update O365 to restrict our app to only the mailboxes that we need access to.
Your Tenant ID will then show in the URL (the tenant ID ends before the &’):
Please provide us your Tenant ID (or the entire URL). If you prefer to keep confidential, then please enter via our website (ceojuice.com) under Integrations (this requires user have Admin Security access):
Scroll to the bottom and enter your Tenant ID in MS Credentials:
Gmail
Access/Permissions for Gmail Accounts:
Google has discontinued the use of “Less Secure App,” a feature allowing third-party apps to connect to your Google account, in an effort to make the Google platform more secure.
1. G Suite Admin needs to login to the Google Admin Console. https://admin.google.com/
2. Choose ‘Security -> Access and Data Control -> API Controls:
3. From API Controls screen, choose ‘Manage Domain Wide Delegation’ on the bottom right hand of screen:
4. On API Clients screen, click ‘Add New’ hyperlink which will open a popup window:
5. Enter ‘102441935245555878964’ as the Client ID (CEO Juices registered ClientID)
6. Enter Scope: ‘https://mail.google.com/’ which will allow us access to and the ability to manipulate the mailbox. I.e., read emails, then move to failed and/or passed folders if needed. Also, if failed/passed folders are not created, this gives the permissions to do so.
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Best Practices & Tips
Best Practices & Tips
1. 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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Related Alerts
Related Alerts
ID147 - Power BI Non Managed Devices
ID288 - Notify Tech for New DCA Install
ID350 - Supply Entry App
ID634 - Supply Order Creation
ID774 - Customer Business Review
ID815 - If This Then That Workflow
ID968 - Insert Meter Readings from External Sources
For further information about the DCA integrations we offer, check out our DCA API Integrations Overview page.
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