Remote Plant Ticketing Setup

Setting up remote ticketing systems can be a complex process. Here are some guidelines to simpify the process.

Initial Keystone Setup

When you first install Keystone on the remote system, you will need to enter information on the Keystone Activation form.

• Use the same Serial No. as the office system.
• Use a unique System Location for each remote system (never zero!)

Configuring the Location

Using Location Maintenance add a new location for the remote system.

• Use the Location Id that was entered in the Keystone Activation form.
• Select Remote Ticketing for the Type.
• Select File for both Transfer In Via and Transfer Out Via.
• You should rarely have to setup LOCALTABLES in the Xfr In parameters on the remote system (see Default Tables for the list of tables that are copied from the office and preserved at the remote.)

Default Tables

NOTE: Any company database tables NOT listed below are cleared of all data when office data is loaded at the remote site.

Keytone Table	Description	Copied from Office?	Preserved at Remote?
ARTCTCLS	A/R Credit Terms Classes	Yes
ARTCUCLS	A/R Customer Classes	Yes
ARTCUST	A/R Customers	Yes
ARTDIV	A/R Divisions		Yes
ARTDRIV	A/R Drivers	Yes
ARTEXCLS	A/R Tax Exempt Classes	Yes
ARTJOBCL	A/R Job Classes	Yes
ARTJOBDT	A/R Job Prices (Detail)	Yes
ARTJOBHD	A/R Job Prices (Header)	Yes
ARTLOC	System Locations		Yes
ARTORDDT	A/R Remote Orders (Detail)		Yes
ARTORDHD	A/R Remote Orders (Header)		Yes
ARTOWNER	A/R Owners	Yes
ARTPLANT	A/R Plants		Yes
ARTPLTCK	A/R Plants Last Used Ticket Numbers		Yes
ARTPRAUT	A/R Automatic Products	Yes
ARTPRCLS	A/R Product Classes	Yes
ARTPRGRP	A/R Price Groups	Yes
ARTPRICE	A/R Special Prices	Yes
ARTPROD	A/R Products	Yes
ARTPRSTR	A/R Product Structure	Yes
ARTPTKCK	A/R Remote Tickets Processed by Office	Yes
ARTPTKDT	A/R Remote Plant Tickets (Detail)		Yes
ARTPTKHD	A/R Remote Plant Tickets (Header)		Yes
ARTSLSPN	A/R Salespeople	Yes
ARTTRAIL	A/R Trailers	Yes
ARTTRCLS	A/R Truck Classes	Yes
ARTTRUCK	A/R Trucks	Yes
ARTTXAUT	A/R Tax Authorities	Yes
ARTTXLOC	A/R Tax Localities	Yes
ARTTXSTR	A/R Tax Structure	Yes
ARTUMS	A/R Units of Measure	Yes
ARTZONE	A/R Zones	Yes
CCTDEVICE	System Devices		Yes
CCTEVENT	System Events		Yes (a/o 4.4.3)
CCTEVENTTYPE	System Event Types		Yes (a/o 4.4.3)
CCTFORM	System Forms	Yes (a/o 3.1.2)	No (system option PRESERVEFORMS)
CCTOPTN	System Options		Yes
CCTOPTN	System Options		Yes
CCTSECTL	System Security Control		Yes
CCTSESSN	System Sessions		Yes
CCTQUERY	System Custom Queries	Yes (a/o 4.4.3)	Yes (system option PRESERVEQUERIES)
CCTQUERYFLD	System Custom Queries (Field Layouts)	Yes (a/o 4.4.3)	Yes (system option PRESERVEQUERIES)
CCTUSERROLE	System Security User Roles		Yes (a/o 4.4.3)
DITPRJLD	Dispatch Projected Loads		Yes
DITUSECL	Dispatch Usage Classes	Yes
GLTACCT	G/L Accounts	Yes
GLTACGRP	G/L Account Groups	Yes
GLTACNRMCA	G/L Account NRMCA Groups	Yes
Z$ARTPRTRX	A/R Product Transactions (Summarized)	Yes

Configuring the Plant

Using Plant Maintenance add a new plant for the remote system. You will need to use SuperUser mode to access Plant Maintenance.

• Set the Location Id to the same value entered in Location Maintenance.

Transferring Data

• Never use Backup/Restore to bring data to a remote system! This has negative security and performance implications.
• Never edit a ticket form on a remote system! Ticket forms should always be setup on the office system. They will then transfer to the plant as part of Beginning of Day (a/o Keystone 3.1.2.)