Updated: July 13, 2020 7:52am

Navigating Connection Manager

The Connection Manager area of the Prism Admin Console is organized into a set of dashboards: Prism Dashboard, RIL Dashboard and Custom Dashboard. Each dashboard is organized into a set of tabs that enable user to configure replication for Prism-to-Prism, RIL-t0-Prism and Prism-to-Custom connections.
The Connection Manager area is organized into a set of dashboards: Prism, RIL and Custom. Using these dashboards, you can manage the replication process by working with connections, profiles and replication records.

Dashboard Description
Prism Dashboard Enables you to manage Prism-to-Prism initialization and day-to-day replication. View initialization progress and replication data for individual Prism servers. You can select individual servers to initialize and start initialization.
RIL Dashboard Enables you to manage RIL-to-Prism/Prism-to-RIL replication.  On the Dashboard tab you can view initialization progress (% complete), the number of successful and failed links, and options for reprocessing selected links.
Custom Dashboard for working with custom connections, such as to a third-party customization.


Prism Dashboard
Prism Dashboard
Use the Prism Dashboard to:

  • Launch Prism-to-Prism initialization
  • View the progress of initialization, including number of records expected and received
  • View Day-to-Day replication results
  • View a list of connections and initialization batches for each
  • View number of servers initialized and resources sent to each server in a batch
  • Process and then reprocess links, if necessary

The Prism Dashboard is divided into the following tabs:

Tab Description
Connections Add edit connections and link profiles to connections.
Profiles Add/edit Prism-to-Prism profiles.
Day to Day Displays a list of servers. Click a server to drill down to day-to-day replication results. Depending on the complexity of your corporate structure, there may be only a single server available or several.
Initializations Select a server and view initialization batches. You can delete batches that are no longer needed.

Sample Prism Dashboard:
Sample Prism Dashboard
Prism Dashboard - Connections tab
On the Prism Dashboard - Connections tab, users can manage connections and link profiles to connections:

  • Filter the list simply by typing in search criteria for remotes in the search box
  • Deactivate or disconnect connections
  • Add a new connection to any of the other installations on your network.

On the Connections tab, select the connection you want to edit by clicking the checkmark in the left column.

  • For the Prism HQ server (first server installed), a connection is automatically created to the source Retail Pro 9 on the machine.
  • For store servers, the Prism-to-Prism server connection from the server to its POA is automatically activated when joining the Enterprise. The only connection that needs to be activated is the V9 Connection type.

Link Profiles to Connections
You must link a profile for both the directions (send/receive). Click the blue check box to link a profile to the currently selected connection. Make sure that profiles are linked to  connections. If a profile is not linked for either side of a connection, data will not be replicated in that direction.

Connection Fields
Each connection consists of two IP Addresses: Local Address and Remote Address.

Field Description
Connected If selected, indicates the connection is established and currently connected.
Active If selected, indicates the connection is active and available for use.
Remote Address The IP address of the other half of the connection.
Remote Description A description of the other half of the connection. By default, displays the IP address of the other half of the connection, but can be edited.
Local Address The IP address of the user's server.
Local Description A description of the local machine's part of the connection.


Creating Connections to other (non-POA) Machines
There is no restriction as to the connections you can create. If you have credentials to another system, you can create a connection to it. At a store server, the connection to the POA is all you need to replicate data to other systems in the enterprise.
Inactive Workstations
If the Active flag is disabled for a connection, the workstation can reactivate the connection by setting the Active flag to true again if the same system is being reactivated. If on the other hand a new system is put in place of the old, such as with a hardware failure or upgrade, then this becomes a new workstation and should not be joined under the same controller number as the previous installation. Additionally, if a system misses replication data from the root authority for a time, there is no way to capture this data again when it becomes active as Prism has no way to initialize that system. This is a current gap in our features for Prism to Prism replication.
Prism Dashboard - Profiles tab
The Prism Dashboard -  Profiles tab displays a list of the currently defined profiles. You can add/edit profiles for sending data FROM the server: Prism to Prism. The profile assigned to a connection determines which resources are sent/received during replication. Profiles enable you to fine-tune the types of data that are replicated from one machine to another. Profiles are typically used as filters for Day-to-Day replication. When doing an initialization, users typically select the "All Resources" default profile, which sends all resources.
To use a profile for day-to-day replication, you must link it to the desired connection. You do not have to link a profile to use a connection for initialization; however, it is necessary for day-to-day.
A profile can include:

  • Individual resources to send/receive
  • Filter criteria to limit the number of records sent/received

When setting up profiles, make sure that you select the desired resources for both Send and Receive on BOTH ENDS of the connection. If you forget to select the resources for either Send/Receive, then replication will not work.

Prism Dashboard - Day-to-Day tab
On the Prism Dashboard - Day-to-Day tab, you can see the results of day-to-day replication.

  • If a user forgets to link the Prism D-2-D profile, then other stores will not get documents from that store. Remember, documents cannot be included unless this happens to be a PO.
  • An RIL Oracle initialization must be completed successfully (because the documents require related tables in order process i.e. Customers, POS flags, inventory, etc.)
  • POS Transactions can only be initialized from a POA to its child (currently there is no provision to initialize to a "grand child" - Initialize the POA first, and then the POA's child.  

Sample Prism Dashboard Day-to-Day tab showing batches

prism dashboard initialization

The data in the Identifier and Status columns is a link. The Date is the date of the initialization, not the date the record was created or updated.
If you click in the Identifier link it will take you directly to view the data which was sent. This view will show the last modified date/time for the record.
If you click on the Status link it will simply show the message in the status line.  This is useful if there is a long message which cannot be seen completely within the width of the status column.
Prism Dashboard - Initializations tab
On the Prism Dashboard - Initialization tab, you can see Prism-to-Prism initialization batches and drill down to the resources included in the initialization. You can launch initialization, view errors and reprocess, if necessary.
A set of buttons enables you to start a new initialization or delete an initialization.  If you need to delete an initialization, make sure that the initialization message queue has finished processing. If you delete an initialization while it is still processing, some messages will be stuck in the queue. Click the Delete button. A confirmation is displayed. Click Yes.
By default, Prism does not display successfully transmitted messages. If you have already edited the PrismMQService.ini file's PRESERVERSUCCESSRECORDS setting to true, then clicking the Show Successful Messages check box will display the individual records for that resource.  If you click a SID, you can view detailed information for that single record in the batch. Use the Server List button and other buttons to navigate the batch hierarchy as needed.
Replication of Inventory Adjustments, Customer Credit
New and changed inventory items are replicated from Prism to Prism but currently there is no logic to handle quantity adjustments and other inventory-related events. Therefore the Prism POA does not replace the RIL Oracle Main system. The RIL connection should still be maintained so that inventory is updated accordingly. This is also true of Customer replication when it comes to customer credit.

RIL Dashboard
On the RIL Dashboard you can work with connections, profiles and replication records between Prism and an RIL Oracle database.
The RIL Dashboard is organized into the following tabs:

Tab Description
Connections Select the Connections tab to display connections between the user's machine and the RIL to which it is connected.
Profiles Select the Profiles tab to add, edit or delete profiles. Profiles Tab will only contain Sender profiles defined on the RIL side. so From RIL to another system.
Day-to-Day Select this tab to display the results of Day-to-Day replication. For each job, you can drill-down to view failure/success of individual resources and records.
Initializations  Select the Initializations tab to start initialization from RIL to Prism. You can select the server that will be the source of the initialization and select which servers to initialize.

RIL Dashboard Notes:

  • All RIL to Prism connections that your RIL knows about will be displayed.
  • When you click on the Local RPS Day to Day server you will see the RIL Side of the data initially as this is the RIL Dashboard. If you want to see the Prism side of the status you need to Flip the data by clicking the flip button  .
  • When in the Connection screen and selecting profiles to attach to a given connection initially only the connected profiles will show in the lists. You need to click the "Show Unlinked" bread crumb on the right of the profile area to see unlinked profiles so you can attach them.

 RIL Dashboard - Connections tab

RIL Dashboard Notes

  • All RIL to Prism connections that your RIL knows about will be displayed.
  • When you click on the Local RPS Day to Day server you will see the RIL Side of the data initially as this is the RIL Dashboard. If you want to see the Prism side of the status you need to Flip the data by clicking the flip button   button.
  • When in the Connection screen and selecting profiles to attach to a given connection initially only the connected profiles will show in the lists. You need to click the "Show Unlinked"  bread crumb on the right of the profile area to see unlinked profiles so you can attach them.Filter by Remote Description
  • You can type the name of a Remote connection in the text box to automatically filter the list of connections. This is especially useful when there is a long list of connections.
  • By default, only connections for connected installations are displayed. If you clear the checkbox, any unconnected installations are displayed, too.
  • The Direction column enables you to see whether a profile is for sending data or receiving data. This is especially useful for custom profiles where the name of profile might not make it clear in which direction data is flowing.
  • The Linked column indicates whether a profile has been linked to a Prism connection. If the profile is linked to a connection, a check mark is displayed.
  • You can see the connections linked to each profile. Select the profile and the Connections are displayed below.

Sample RIL Dashboard - Connections tab
prism Hq RIL dashboard

RIL Dashboard - Profiles tab
The RIL Dashboard > Profiles tab lists profiles used for sending data between RIL and Prism. The profile that is assigned to each end of the RIL/Prism connection determines which resources are sent/received during replication. Profiles enable you to fine-tune the types of data that are replicated from one machine to another. Profiles are typically used as filters for Day-to-Day replication. Initialization typically uses the "All Resources" default profile. To use a profile for day-to-day replication, you first must link it to the desired connection. You do not have to link a profile to use a connection for initialization; however, it is necessary for day-to-day.
A profile can include:

  • Individual resources to send/receive
  • Filter criteria to limit the number of records sent/received

RIL Dashboard - Profiles Tab

RIL dashboard profiles

 

RIL Dashboard - Day to Day tab

 

This tab displays a list of the day-to-day replication records for the server. For each resource, you can see the number of records sent, received, and the number of failed records.
RIL Dashboard Day to Day tab:

RIL dashboard day to day

RIL Dashboard - Initializations tab
On the RIL Dashboards - Initializations tab, you can see initialization information about each of the servers initialized by RIL connections:

  • Number of Sent, Received Failed records
  • The date of the most recent initialization
  • Profile used for initialization
  • Total messages and messages sent
  • Number of servers

You can navigate among the replication records by clicking the pagination buttons at the bottom.
Sent and Received Messages
The Sent Messages and Received Messages area enables you to drill down the replication hierarchy and view replication information by resource or even by individual record. Click a server's link to drill down to view more information. Click the column header to sort the list by the Failed column. This brings the errors to the top of the list. Next, go into the resource with the errors. Select the individual elements you want to reprocess and then click the Reprocess Selected button. If you click the link, you can see details about the selected resource.

Custom Dashboard
Custom Dashboard features:

  • Day to Day only activity to and from a custom connection (e.g. a Prism customization)
  • Status reporting for messages on the inbound side only
  • Custom connections are not replicated to other systems
  • Connection tab will only contain the Prism Connection information
  • Profiles Tab contains Sender profiles defined on the Prism side; in other words, sending data From Prism to another system and from another Prism system to this system
  • Custom connections are not replicated to other systems.

Sample Custom Dashboard:
Sample custom dashboard

 

Replication of Inventory Adjustments, Customer Credit

 

New and changed inventory items are replicated from Prism to Prism but currently there is no logic to handle quantity adjustments and other inventory-related events. Therefore the Prism POA does not replace the RIL Main system. The RIL connection should still be maintained so that inventory is updated accordingly. This is also true of Customer replication when it comes to customer credit.