Creating a 411 Interface Template

1. Click the System Admin
2. In the Navigation pane, click the plus sign (+) next to Data Sync Center to expand the menu items.
3. Click 411 Interface.
4. Within the Actions pane, click the Add New Interface 411
5. The General-411 Interface window opens. Within the window, complete the following fields, required fields are marked with an asterisk:

• • Template Name * – type-in the template name.
  • Format 411 * – click the drop-down arrow to access a format list. From the list, select one of the following file formats:
  • Fixed Width
  • Tab
  • XML
  • CSV
  • Path * – type-in the path of where you want to save, whether on a network drive or locally
  • Field Name – type-in the name of the file, if you leave this field blank CAIRS automatically names the file with date generated.
  • Use Phone Book – click the box to insert a checkmark to indicate that the directory information for the interface will come from the Phone Book and not Configured Items
  • Show Header – click the box to insert a checkmark to indicate that the file generated contains a header
  • Run On Schedule – check mark the box to indicate you want the interface to run on the schedule you set within Service Manager. Leave the field blank to indicate you will run the interface manually.

6. At this point, you should save your progress, within the Actions ribbon group click Save to save your changes and continue working with the template.
7. Next, you can determine what sites to include in the interface. Within the Show ribbon group, click the Sites The window displays two panes of information; the top pane displays the sites associated to the interface. The lower pane displays a list of all the sites within your database, the following read-only information is available for each site:

• • Site Name – displays the name of the site, this is the lowest level of the site tree.
  • Site Path – displays the complete path to the site. Each level is separated by a >.
  • Site Level – displays the site level name or number.
  • Site Code – displays the three-digit alphanumeric site code.

8. To add a site to the interface, find the site within the Available Sites pane, and double click on the record. The site name now appears within the upper pane.
9. You can associate all sites to the interface by clicking the lower portion of the sites button and selecting Select All Sites. Alternatively, you can unselect all sites by clicking the lower portion of the sites button and selecting Unselect All Sites.

! Be aware that sites do not inherit the associations of their parents. You must associate each level to the account. For example, if you associate a parent and want all the children associated you must associate all children site as well.

10. Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the interface, or click Save & Close (to save and exit) to return to the 411 Interface list.