# Settings

Before Keyfax is used with the MIS-AMS SQL ActiveH Repairs, various settings need to be applied to the MIS-AMS installation. This is done via MIS-AMS SQL ActiveH Desktop and Repairs.

The following information give a walk-through of the various steps required to complete the configuration:

1. The MIS-AMS SQL ActiveH Desktop application is usually accessible from a desktop shortcut icon on the client PC. Click this icon to launch the MIS-AMS SQL Active Desktop.

<figure><img src="/files/pgPsu7ymRO3TUCmC3AiG" alt=""><figcaption></figcaption></figure>

2. If the MIS-AMS SQL ActiveH installation has more than one instance available, a "configurations" dialog will be displayed (see right). This may contain Live, Test and Training versions, all of which will need to be configured independently.<br>

   For this walk-through, the "Live" instance will be selected - Click the "OK" button to continue.

<figure><img src="/files/smJRAI8quqzTmAJdWzi8" alt=""><figcaption></figcaption></figure>

3. A login dialog will prompt you for a valid username (ID) and password.<br>

   It is important that a MIS-AMS SQL ActiveH user account with administrative access to edit configurations is used for this process. In this case the "MIS" user account, once the details are entered - Click the "OK" button to continue.

<figure><img src="/files/SROGKcAF6ekkDKTxv6lz" alt=""><figcaption></figcaption></figure>

4. The Main MIS-AMS SQL ActiveH Desktop window is displayed (see right). This give access to the required configuration screens.

<figure><img src="/files/HfSBbrUNHvLLmUvMtlhD" alt=""><figcaption></figcaption></figure>

5. From the Main MIS-AMS SQL ActiveH Desktop window, select the "Options.." item from the "Tools" menu (see right).

<figure><img src="/files/udJMkM9RrOK2hT0HEwEA" alt=""><figcaption></figcaption></figure>

6. The "Options" screen has a series of settings which can be set on "tabs". The "Repair Finder" tab should be selected, and the details should be entered as follows:\
   \
   **Prog ID:** the class name for the Keyfax OCX control used in interface ("KeyfaxEx.Keyfax")\
   \
   **Caption:** The text used for the Keyfax hyperlink button in the CRM (i.e. "Keyfax"), although not necessary, with Repairs. \
   \
   **Database:** The name of the Keyfax database for MIS-AMS SQL ActiveH CRM usage (format: "KF\_\[company name]\_32" -*should be on the same SQL Server instance as the SQL ActiveH database*)

<figure><img src="/files/SKnKx9IOVLpQGB0Q8Nur" alt=""><figcaption></figcaption></figure>

7. While in the "Options" screen, the "Integration" tab should be selected, and the "Repair Finder" item should be checked. - This enables/disables the Keyfax hyperlink button in the CRM.<br>

   Click the "OK" button to save any changes.

<figure><img src="/files/qksnFYd7Pd6exNQ1TMgv" alt=""><figcaption></figcaption></figure>

8. Note: In later versions of the MIS-AMS SQL ActiveH Desktop application, the Options screen has been revised. The screen capture on the right is from version 5.5.0.<br>

   This version now has the "Repair Finder" settings on the the "Integration" tab.

<figure><img src="/files/0WSGIRrz3bCnfsud4PGJ" alt=""><figcaption></figcaption></figure>

### Additional Configuration

Once the MIS-AMS SQL ActiveH Desktop configuration is complete, additional configuration is required in the MIS-AMS SQL ActiveH Repairs module.

The following information gives a walk-through of the various steps required to complete the configuration:

1. The MIS-AMS SQL ActiveH Repairs application is usually accessible from a desktop shortcut icon on the client PC. Click this icon to launch the MIS-AMS SQL ActiveH Repairs, and login as an administrative user (as indicated above).
2. From the Main MIS-AMS SQL ActiveH Repairs window, select the "Options.." item from the "Tools" menu (see right).

<figure><img src="/files/J5t1S0oARdtsRle3NisR" alt=""><figcaption></figcaption></figure>

3. The "Options" screen has a series of settings which can be set on "tabs". The "Job Fax " tab should be selected, and the details should be entered as follows:\
   \
   **Enable Job Fax :** the checkbox should be checked. \
   \
   **Exchange Start Up :** This is a series of command line parameters, which instruct the Keyfax OCX to establish a communications interface with the host application. This should be:\
   /S:XML /E:XML /V:MIN /M:RD. \
   \
   **Global Password :** The Keyfax Global password should be set to allow Keyfax Repairs Diagnostic to skip user password validation during operation. This password can be obtained by request from Omfax.

<figure><img src="/files/9CB1DSpqiF4cUN1lPU9c" alt=""><figcaption></figcaption></figure>

### Launching Keyfax from MIS-AMS SQL ActiveH Repairs.

Once the MIS-AMS SQL ActiveH Desktop and repairs modules have been configured the Keyfax application can then be launched from the Repairs module. The following information give a walk-through of the various steps required to test this configuration:

1. The MIS-AMS SQL ActiveH Repairs application is usually accessible from a desktop shortcut icon on the client PC. Click this icon to launch the MIS-AMS SQL ActiveH Repairs, and login (as indicated above).
2. From the toolbar, select the "Requests" item from the "Tasks" menu icon drop-down (see right).

<figure><img src="/files/h6oLAYvl05kl1BfFuP13" alt=""><figcaption></figcaption></figure>

3. A new "Repairs Request" will be created, which will require an asset to be selected (or looked up) before Keyfax can be launched.<br>

   Click the "New" icon (left most icon on toolbar), which will launch the "Asset Lookup" window.

<figure><img src="/files/aCj1ZAao8PWNJpLSEEr2" alt=""><figcaption></figcaption></figure>

4. The MIS-AMS SQL ActiveH "Asset Lookup" window is displayed (see right). Enter in search criteria to select an Asset by it's address, postcode, type or current tenant details.

<figure><img src="/files/GtnMeS9H6HxFICbvck5u" alt=""><figcaption></figcaption></figure>

5. Once a tenant is selected from the "Asset Lookup" window, it will close and populate the "Repairs Request" window (see right).<br>

   Click the "Add Task " icon (left most icon on toolbar above the Tasks pane), which will launch the "Task Line" window to capture SOR and other repair details.

<figure><img src="/files/pz9ORsFaCFVxxKk7I8DV" alt=""><figcaption></figcaption></figure>

6. You will now see a "Keyfax" button (Blue "K" icon), next to the MIS-AMS SOR Lookup button (magnifying glass icon). This will launch Keyfax Repairs Diagnostic to capture SOR codes (see right).

<figure><img src="/files/ilZ2NukAtX9GLTbZIrbC" alt=""><figcaption></figcaption></figure>

7. When the "Keyfax" button is clicked a "JobFax Communications" window will be displayed. This remains on screen, with Keyfax status information displayed until the Keyfax scripting process is complete (see right).

<figure><img src="/files/iqFM9uhk38Ppvz3UuYKi" alt=""><figcaption></figcaption></figure>

8. Once Keyfax closes, the SOR code will be returned to the "Task Line " window, where the Priority, Unit Of Measure and Quantity, Job Type and other required information should be completed manually.


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