Tabs3 Device Interface (TBDevice)
XO Call Data Format

Overview

The Tabs3 Device Interface (TBDevice) software (XO Format) is used to convert telephone expense transactions from XO’s Call Data to be compatible with the Merge Tabs3 Remote Data program. The Tabs3 Device Interface (TBDevice) program must reside in the same directory as the Tabs3 programs in order to work properly.

Installation

The Tabs3 Device Interface (TBDevice) program must be installed to the directory on your hard disk where the Tabs3 program resides. The Tabs3 program directory can be found in Tabs3 by selecting Help | About Tabs3.

  1. Insert the enclosed CD-ROM into your CD-ROM drive.
  2. A CD Browser program will automatically start. 

    Note:  If the CD-ROM Autorun feature is disabled, click the Start button, and then click Run... Click the Browse button and navigate to the CD-ROM drive. Double-click the LAUNCH.EXE file. Click OK.
  3. Follow the on-screen instructions to install the selected systems.

Configuring the Data Collection Device Type

Before you can convert any data from a data collection device, Tabs3 Device Interface (TBDevice) must be configured to handle the necessary format. The purpose of the configuration is to specify a default tcode and rate, as well as to specify what will be included in the descriptions.
  1. From the Tabs3 & PracticeMaster folder, double-click the Data Collection Device Conversion icon to start the Tabs3 Device Interface (TBDevice) program.
  2. If the Logon dialog box is displayed, enter your User ID and Password and click OK.
  3. From the File menu, select the Configure option.
  4. The Configuration window will be displayed. Click the drop-down arrow next to the Device field and select XO.
  5. In the File field, type the name of the file containing the data from the collection device (i.e., XO.TXT).
  6. Select the Default check box if you want to make the XO device the default in the Conversion program.
  7. Click the drop-down arrow next to the Tcode field to select the transaction code number that you use for phone calls.
  8. In the Rate field, specify the rate you want to use to calculate the amount for zero amount transactions.
  9. Click the More Config button.
  10. In the Descriptions section, select the Include Call Number check box to include the call number in the Tabs3 description. Select the Include City & State check box to include the city and state in the Tabs3 description. Select the Upper Case Text if you want to use upper case letters in the Tabs3 description.
  11. Click OK.
  12. Click the Save button.
  13. Close the Configuration window.

Converting the XO Data

Use the following procedure for the conversion:

  1. Copy the file containing the data from the collection device (i.e., XO.TXT) to the Tabs3 directory.
  2. If the Tabs3 Device Interface (TBDevice) program is already started, skip to step 4. From the Tabs3 & PracticeMaster folder, double-click the Data Collection Device Conversion icon to start the Tabs3 Device Interface (TBDevice) program.
  3. If the Logon dialog box is displayed, enter your User ID and Password and click OK.
  4. From the File menu, select the Convert option.
  5. The Conversion window will be displayed. If the XO device is not displayed in the Device field, click the drop-down arrow next to the Device field to select the XO format.
  6. Verify that the file name to be converted (XO. TXT) is displayed in the File field.
  7. Click the Convert button. The program will look for the file name specified in the Configuration window. If the file is found to contain data, the program will read transactions from the file and increment the Processed count for every transaction that is read. All transactions that are successfully converted will increment the Added count and will be written to the Tabs3 Remote data files (RMT*.*).

    Note: A TBDEVICE.LOG file is created and will contain any records that were not converted. If no errors were encountered during the conversion, then the TBDEVICE.LOG file will include a start and finish time.

    Note: If you are using a full user system, the data file containing the logged phone calls will automatically be deleted when the conversion is complete to avoid double posting of the data. However, when using a demo system, the data file is not deleted.

  8. When the process is complete, the data files will have been created allowing you to merge the information into Tabs3 using the Merge Tabs3 Remote Data program. To merge the files, start Tabs3. From the Integration Task Folder, select Merge Tabs3 Remote Data. This program will merge the remote data files created by the Tabs3 Device Interface (TBDevice) program (RMT*.*) with your main Tabs3 data files. The Tabs3 Help includes complete details regarding the Merge Tabs3 Remote Data program.

Note: You can change the phone call transaction code, default rate and the detail description options used by the XO format by selecting File | Configure.

Startup Options

Command line options can be used when starting Tabs3 Device Interface (TBDevice) to bypass the User ID prompt and automatically execute the Convert program thereby eliminating user interaction. These startup options can be quite useful when implemented as part of a batch file.

The following are examples of the available startup options:

Bypass the User ID prompt   C:\Program Files\Tabs3\TBDEVICE.EXE ALICE

Convert   C:\Program Files\Tabs3\TBDEVICE.EXE /CONVERT XO

Note: The normal "sign in" routine is used when Tabs3 Device Interface (TBDevice) is started with the "/CONVERT" option. If you have not specified a User ID on the command line, you will be required to enter the User ID. If password security has been defined, you will also be required to enter the password before the Convert program will proceed.

The Tabs3 Device Interface (TBDevice) Help includes complete details regarding Startup Options.

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