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The Next Step Hudson Fare Files 102 – Import & upload Rev. 10/14.

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Presentation on theme: "The Next Step Hudson Fare Files 102 – Import & upload Rev. 10/14."— Presentation transcript:

1 The Next Step Hudson Fare Files 102 – Import & upload Rev. 10/14

2 Creating and building fare files for the Hudson Ground Transportation System (HGTS) is one of the first and most important tasks you will undertake when migrating to the HGTS suite of applications. It is the foundation for the pricing of all the services you will offer to clients and is where much of your revenue will be generated.

3 In the first fare file orientation program lesson, Fare Files 101, we reviewed the steps for building a basic airport fare file. Now that we have created a fare file, it must be imported to the Hudson Ground Transportation System so that your staff and clients can create new reservation records using the new / updated fares. In the first fare file orientation program lesson, Fare Files 101, we reviewed the steps for building a basic airport fare file. Now that we have created a fare file, it must be imported to the Hudson Ground Transportation System so that your staff and clients can create new reservation records using the new / updated fares.

4 Depending on what portions of the HGTS suite you are using, fare files may need to be imported once or twice: HGTS Local System (Agent, Dispatcher, Admin) HGTS Web System Before proceeding, you may want to confirm with your Hudson technician; some clients only need fares imported into the Local System (web fares can be set to be read in real-time from the local system). Depending on what portions of the HGTS suite you are using, fare files may need to be imported once or twice: HGTS Local System (Agent, Dispatcher, Admin) HGTS Web System Before proceeding, you may want to confirm with your Hudson technician; some clients only need fares imported into the Local System (web fares can be set to be read in real-time from the local system).

5 It is strongly suggested to import fares into the Local system first. This allows you to test new fares before making them ‘public’ on your website.

6 Local System Import Launch and login to HGTS Agent / Dispatcher or Admin application. Local System Import Launch and login to HGTS Agent / Dispatcher or Admin application. Select ‘Tools > Configuration > Application Configuration’ from the main menu.

7 Alternatively, you can simply click the wrench icon from the menu options to access configuration.

8 Select the Fares & Scheduling box on the left margin. Then select the Fare Maintenance option. Select the Fares & Scheduling box on the left margin. Then select the Fare Maintenance option.

9 With the Fare Maintenance window open, select Tools > Import Fares With the Fare Maintenance window open, select Tools > Import Fares

10 HGTS will then go to your default ‘Hudson’ folder on your system - the place where templates and other items are stored: \\ServerName\Hudson\CSVs\\ServerName\Hudson\CSVs You may need to go back / up one level in order to locate the CSV’s folder, which is where fare files are saved by default. If you created and saved your fare file to some other location, you will need to browse your network in order to locate and select the desired fare file. HGTS will then go to your default ‘Hudson’ folder on your system - the place where templates and other items are stored: \\ServerName\Hudson\CSVs\\ServerName\Hudson\CSVs You may need to go back / up one level in order to locate the CSV’s folder, which is where fare files are saved by default. If you created and saved your fare file to some other location, you will need to browse your network in order to locate and select the desired fare file.

11 Click to open the CSV’s folder and locate the fare file you will be importing. Note: there may be many fare files present. Be sure to select the correct file. Click to open the CSV’s folder and locate the fare file you will be importing. Note: there may be many fare files present. Be sure to select the correct file. You may only import one file at a time!

12 You will be provided with the opportunity to confirm that you have selected the proper fare file for import. If correct, select OK.

13 Save the file! The fare maintenance window will show you the status of the fare record import. When finished, you will see a brief display of how many records were imported. No other data will be displayed at this time in the window.

14 By selecting an airport, and the appropriate table from the drop down menus, you will be able to view the fares that were imported. Use the tabs on the right to review fare values.

15 Close out of the Fare Maintenance and Configuration dialogs. Wait… you are not ready to test the fares yet! Please read the next couple slides to learn the final required step before testing! Close out of the Fare Maintenance and Configuration dialogs. Wait… you are not ready to test the fares yet! Please read the next couple slides to learn the final required step before testing!

16 An important word about refreshing your cache: Each time you launch HGTS applications, they look at a saved configuration file on a server and load / copy the settings, including fare files. By saving or ‘caching’ these settings rather than searching a database with every reservation, the time to look up locations and generate fares is very fast. Any time you adjust the application settings or fares, you need to refresh the ‘cache’. This may be done in two different ways: 1.Restart the application 2.Press F11 key on your keyboard An important word about refreshing your cache: Each time you launch HGTS applications, they look at a saved configuration file on a server and load / copy the settings, including fare files. By saving or ‘caching’ these settings rather than searching a database with every reservation, the time to look up locations and generate fares is very fast. Any time you adjust the application settings or fares, you need to refresh the ‘cache’. This may be done in two different ways: 1.Restart the application 2.Press F11 key on your keyboard

17 When refreshing your cache, you can press the F11 function key on the keyboard OR click Tools > Refresh Configuration. After the cache is refreshed, you will see a confirmation notice. When refreshing your cache, you can press the F11 function key on the keyboard OR click Tools > Refresh Configuration. After the cache is refreshed, you will see a confirmation notice.

18 NOW you can test! 1.Enter a couple test reservations to ensure that fares are calculating correctly and as expected. 2.If there are errors, open your fare file and adjust the fares, re-import and test again until correct. NOW you can test! 1.Enter a couple test reservations to ensure that fares are calculating correctly and as expected. 2.If there are errors, open your fare file and adjust the fares, re-import and test again until correct. 

19 Web System Import Launch a browser and login to the ‘resutil’ page of your HGTS Web Reservation Site. Web System Import Launch a browser and login to the ‘resutil’ page of your HGTS Web Reservation Site.

20 Typically, the URL you will need to access your web reservation site configuration area is one of the following: www.YourCompanyName.com/resutil www.YourCompanyName.hudsonltd.net/resutil You will use the same name / credentials to access the web system as you use when logging in to the local system. Typically, the URL you will need to access your web reservation site configuration area is one of the following: www.YourCompanyName.com/resutil www.YourCompanyName.hudsonltd.net/resutil You will use the same name / credentials to access the web system as you use when logging in to the local system.

21 Are you privileged? If you are having trouble logging in to the web ‘resutil’ area, you may need to ensure that you have been granted the user privilege to do so. These are set in the Local System, User Access area and are generally controlled by your system administrator. Are you privileged? If you are having trouble logging in to the web ‘resutil’ area, you may need to ensure that you have been granted the user privilege to do so. These are set in the Local System, User Access area and are generally controlled by your system administrator.

22 Tools > Configuration > General Configuration > User Access Locate your UserID and then select the ‘Web’ tab. ‘WEB: Allowed reservation utility access’ must be checked. Tools > Configuration > General Configuration > User Access Locate your UserID and then select the ‘Web’ tab. ‘WEB: Allowed reservation utility access’ must be checked.

23 Once logged in, on the ‘Favorites’ Tab, select ‘Upload and Import a CSV file.’

24 File Type = Fares Upload File = Choose File (browse your computer or network to locate the CSV’s folder and your desired fare file) Table ID = Default (unless you are uploading an alternate fare file with a name that ends in ‘-#’ (-1, - 2, etc.) which is an advanced feature) Import/Replace Database = ✔ (unless you are uploading a file with a name that ends in ‘-n’ which is an advanced feature) File Type = Fares Upload File = Choose File (browse your computer or network to locate the CSV’s folder and your desired fare file) Table ID = Default (unless you are uploading an alternate fare file with a name that ends in ‘-#’ (-1, - 2, etc.) which is an advanced feature) Import/Replace Database = ✔ (unless you are uploading a file with a name that ends in ‘-n’ which is an advanced feature)

25 Click the ‘Upload’ button when ready to proceed. A dialog window will open providing you with the information to be uploaded and asking if you wish to proceed. Click ‘OK’ if all is correct. Click the ‘Upload’ button when ready to proceed. A dialog window will open providing you with the information to be uploaded and asking if you wish to proceed. Click ‘OK’ if all is correct.

26 You will see a status window at the bottom of the screen that will change color during the import process: Blue = Import Pending You will see a status window at the bottom of the screen that will change color during the import process: Blue = Import Pending

27 Yellow = Import in Process

28 Green = Import Completed NOTE: The ‘Record Count’ value displayed should = the number of records in the fare file. If the number 0 is displayed here, that indicates a problem with the fare file and no fares were imported. Hint: If a ‘0’ appears in the Record Count field, ensure the fare file was saved as a *csv formatted file and not *txt, *xls, *num, etc.

29 Advanced Information: When working with and importing Alternate Fare Files, file names ending with -1, -2, -3, etc., note that the field labeled ‘Fare Table’ should display the same number as contained in the fare file name, e.g. 1, 2, 3. Advanced Information: When working with and importing Alternate Fare Files, file names ending with -1, -2, -3, etc., note that the field labeled ‘Fare Table’ should display the same number as contained in the fare file name, e.g. 1, 2, 3.

30 When importing fare files to the web, you may submit several files for upload at one time. After you submit the first fare file for upload, you may repeat the process and place other fare files in the queue. They will be uploaded one at a time and the colors will indicate the upload status for each file.

31 Testing: Once again, it is time to test your fare import by entering several sample reservations on your web reservation system. Consider entering at a minimum: 1 Way Arrival 1 Way Departure Round Trip Your goal is to ensure that for several locations, all combinations of directions are calculating correctly Testing: Once again, it is time to test your fare import by entering several sample reservations on your web reservation system. Consider entering at a minimum: 1 Way Arrival 1 Way Departure Round Trip Your goal is to ensure that for several locations, all combinations of directions are calculating correctly

32 Congratulations! Your fares are now llive in the local and / or web reservation systems. Every time you update or change your fare table, you will need to import and/or upload the fares to your system(s). Congratulations! Your fares are now llive in the local and / or web reservation systems. Every time you update or change your fare table, you will need to import and/or upload the fares to your system(s).

33 For more information: Consider looking at the Hudson KnowledgeBase for additional support articles and information: http://kb.hudsonltd.com/ If you have questions or need assistance, we are always available to you! www.TheHudsonGroup.com For more information: Consider looking at the Hudson KnowledgeBase for additional support articles and information: http://kb.hudsonltd.com/ If you have questions or need assistance, we are always available to you! www.TheHudsonGroup.com


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