Set up Stock Feed Processing

1.Set up an email account

A dedicated email address is required for receiving the stock feeds. This email account must obe accessible using) the POP3 protocol. The Stock Feed module will process all emails sent to this account. Emails that match the selection criteria for a vendor's feed will be processed, and all other emails will be forwarded to the configured email address.

2.Create a working directory

Create a suitable working directory for Jes to use in processing the stock feed emails. Note that this directory must be accessible by the Jes service, ie. access must be granted to the user account under which the Jes service is running.

3.Configure Jes

Use the Jim2 Configuration Manager (JesCM.exe) to configure Jes. If the Stock Feed module is not already included in the Jes configuration, add it.

Select the Stock Feed module.

For details on the meaning of the parameters refer to the Stock Feed module. Enter the appropriate values for the stock feed parameters. Specify the directory created in step 2 above as the FeedDirectory.

Polling Interval

The EmailPollSeconds parameter requires a value greater than 0, and is critical to processing stock feeds. However, EmailPollSeconds will only apply to the initial (once daily) processing of the URL-based feed. If the last time a file is downloaded is within 24 hours (Jim2 keeps track of this), Jim2 does nothing, so the file is only downloaded from the URL once a day..

Right click in the grid and select Add Param to add the POP3UseSSL parameter.

4.Configure the feed processing.

Select Feeds. For each vendor that is sending a feed to be processed by this module, click Add New, then select either Comma Delimited (.csv) or XML type..

Enter a Stock Feed Name. This is required when setting up an email rule.

Enter the vendor code for the vendor. This is the card code for the vendor's cardfile in the Jim2 database.

Sender and subject match expression do not need to be entered.

Enter the file name expression. The Stock Feed module uses these expressions to determine if an email that has been received is a data feed from the vendor code just entered. Generally, put the exact text expected in this field. However, if a vendor's emails change each feed (for example, if the subject includes a date) a regular expression will need to be built to match the expected changes. Leaving any of the expressions blank means that check is not required.

The regular expressions are not case sensitive.

Enter the path to the directory (Directory PickUp) for picking up the stock feed, or enter the Download URL.

If the data feed is being sent in a .zip file, tick Feed file sent in zip'd. In this case the Zip file name expression must match the file name within the .zip file and the Zip file name expression must be entered to match the name of the .zip file that will be attached to the data feed email.

5.Depending on the feed type (.xml for .CSV):

▪Configure the XML specific options.

For .xml type feeds, select XSLT. If the vendor is sending the stock feed in the Jim2 XML format, this should be left blank. If not, select the vendor's XSLT mapping file from the XSLT drop down list.

▪Configure the CSV specific options.

For CSV type feeds, select the Field Mapping appropriate to the vendor. Generally, this will be specific to the vendor, ie. the name of the mapping will match the vendor name.

6.Click Save

Save the configuration and re-start Jes if necessary.

7.Arrange for the stock feed to be sent

Contact the vendor to arrange for their stock feed to be emailed to the email account set up in Step 1 above.

Create an email rule for the stock feed. On the ribbon, go to Email > Email Rules.

Email rules need to be created for each vendor stock feed.

Select New, then Via Specific Account and enter the email account as set up via Jim2 Config Manager.

Then select Sender Contains, and enter the text as set up via Config Manager.

Click Next, then double click Process Stock Feed and enter the name as it appears in the StockFeed module in Jim2 Configuration manager.

You can also opt to delete the file when it is processed, if desired. Click Next and name the email rule, tick Stop other rules if this rule is run, then click Finish.