DBS Upload Utility Dealer Technical Information Preference Files and Customizations

Documentation Information and Revision History

File Name Original Author Version 1.0 1.1 Date 7/16/07 4/6/09 141483441.doc Caterpillar Inc. Author Daniel Gabrielse Korey Atterberry Revision Notes Initial Version Corrections and updates for 2009A

Certain parts of this document and the information herein are the property of Caterpillar Inc. and may not be reproduced, Disclosed, revealed or used except in accordance with the executed license agreement with Caterpillar or its authorized

Sub licensor. This document may contain materials and information that were not prepared or reviewed by Caterpillar.

Table of contents
TABLE OF CONTENTS...........................................................................................................4 1 INTRODUCTION...................................................................................................................5 2 PREFERENCE FILES (PER PC)..........................................................................................6 3 REGISTRY VALUES............................................................................................................10

Introduction
1.1 Purpose
The purpose of this document is to describe the preference files and customization opportunities for the DBS Upload Utility. This document may be communicated to all dealerships, specifically to Information Technology staff.

1.2 Scope
This document contains information relating to the DBS Upload Utility.

1.3 Disclaimer
This information is provided to aid dealer IT staff with software deployment and customization, but this customization is done at the dealers own risk. Please be aware of the following issues: Future versions of these applications may change the location or format of the files and registry entries listed in this document. Installing/reinstalling these applications may overwrite any customized files. Editing a preference file outside of the application may result in an improperly formatted file. These applications may behave incorrectly if a file is improperly formatted or contains unexpected content.

2 Preference Files (Per PC)

Directory: File Name: Application Editing: Description: \Preferences\ ReportUserPref.xml View Preferences (View Properties) Runtime edit File used to control standard display and preference values for the user when executed inside of the STW container. File Structure

<UPLOADUTILITY> <SETTINGS> <DEBUG>FALSE</DEBUG> <DSN>DBS_5</DSN> <USERID>GABRIDE</USERID> <LABOR>0</LABOR> <SMU>1</SMU> <UPLOADMILEAGE>0</UPLOADMILEAGE> <UPLOADMISC>0</UPLOADMISC> <UPLOADSIMS>0</UPLOADSIMS> <NOTES>1</NOTES> <NOTESAPPLY>2</NOTESAPPLY> <MOVELOCATION>C:\Temp</MOVELOCATION> <MOVEREPORT>TRUE</MOVEREPORT> <ENABLEDEFAULTREPORTLOCATION>TRUE</ENABLEDEFAULTREPORTLOCATION> <DEFAULTREPORTLOCATION>C:\Temp</DEFAULTREPORTLOCATION> <STICKYPATH>C:\Temp</STICKYPATH> <HEIGHT>607</HEIGHT> <WIDTH>784</WIDTH> <POSLEFT>169</POSLEFT> <POSTOP>44</POSTOP> <WINDOWSTATE>0</WINDOWSTATE> <FOLDERLISTWIDTH>250</FOLDERLISTWIDTH> <UPLOADSTATS>TRUE</UPLOADSTATS> <CURRENTUICULTURE>en-US</CURRENTUICULTURE> <ENABLEDEFAULTDOWNLOADLOCATION>True</ENABLEDEFAULTDOWNLOADLOCATION> <DEFAULTDOWNLOADLOCATION>C:\Temp</DEFAULTDOWNLOADLOCATION> </SETTINGS> <DISPLAY> <ID>1</ID> <NAME>Name</NAME> <VISIBLE>TRUE</VISIBLE> <ORDER>4</ORDER> <WIDTH>100</WIDTH> </DISPLAY> Continued through from 1 to 24 <DISPLAY> <ID>24</ID> <NAME>Is There Additional Service</NAME> <VISIBLE>FALSE</VISIBLE> <ORDER>-1</ORDER> <WIDTH>100</WIDTH> </DISPLAY> </UPLOADUTILITY>

Debug Upload Utility XML Location: UPLOADUTILITY/SETTINGS/DEBUG Description: An internal flag used to turn on more inclusive logging. Not recommended for use under standard operating procedures. Data Type: Boolean (TRUE / FALSE) ODBC DSN Connection XML Location: UPLOADUTILITY/SETTINGS/DSN Description: Stores the ODBC connection to be used to connect to DBS. Data Type: String DBS User ID XML Location: UPLOADUTILITY/SETTINGS/ Description: Default used to connect to DBS. The value is persisted from the previous session. Data Type: String Labor Indicator XML Location: UPLOADUTILITY/SETTINGS/LABOR Description: Indicator used to specify if the Labor section of the Service Report should be uploaded. Data Type: Numeric: 0=No, 1=Yes SMU Indicator XML Location: UPLOADUTILITY/SETTINGS/SMU Description: Indicator used to specify if the SMU section of the Service Report should be uploaded. Data Type: Numeric: 0=No, 1=Yes Mileage Indicator XML Location: UPLOADUTILITY/SETTINGS/UPLOADMILEAGE Description: Indicator used to specify if the Mileage section of the Service Report should be uploaded. Data Type: Numeric: 0=No, 1=Yes Miscellaneous Indicator XML Location: UPLOADUTILITY/SETTINGS/UPLOADMISC Description: Indicator used to specify if the Misc Cost section of the Service Report should be uploaded. Data Type: Numeric: 0=No, 1=Yes Notes Indicator XML Location: UPLOADUTILITY/SETTINGS/NOTES Description: Indicator used to specify if the Notes section of the Service Report should be uploaded.

Data Type: Numeric: 0=No, 1=Yes Notes Application Type XML Location: UPLOADUTILITY/SETTINGS/NOTESAPPLY Description: Indicator used to specify how the notes should be applied with respect to visibility in DBS Data Type: Numeric: 0=Internal, 1=External, 2=Both File Management Archive Location XML Location: UPLOADUTILITY/SETTINGS/MOVELOCATION Description: Specifies the location to move files to when the upload is completed. This particular setting is a good value for dealer IT to try and standardize on. Data Type: String File Management Indicator XML Location: UPLOADUTILITY/SETTINGS/MOVEREPORT Description: Indicator used to specify if File Management (the archival of a file on a successful upload) should be enabled. Data Type: Numeric: 0=No, 1=Yes Enable Default Location for Service Reports XML Location: UPLOADUTILITY/SETTINGS/ENABLEDEFAULTREPO RTLOCATION Description: Indicator used to specify if a default directory should be used when opening the Upload Utility. If set to FALSE, the last opened directory will be used (i.e., the Sticky Path value). Data Type: Boolean: TRUE / FALSE Default Location for Service Reports XML Location: UPLOADUTILITY/SETTINGS/DEFAULTREPORTLOCA TION Description: Specifies the location where the Service Report will first browse to when doing a save. This is only used if the Enable Default Location (above) is set to TRUE. Data Type: Numeric: 0=No, 1=Yes Sticky Path Value XML Location: UPLOADUTILITY/SETTINGS/STICKYPATH Description: Directory to be used in the case that the Default is not enabled. This value is updated every time the application closes. Data Type: String Position Information

XML Location: UPLOADUTILITY/SETTINGS/{HEIGHT, WIDTH, POSLEFT, POSTOP, WINDOWSTATE} Description: Values used to remember the prior state of the window. Data Type: Numeric: Pixel values, and Windows state Upload Transaction Statistics XML Location: UPLOADUTILITY/SETTINGS/UPLOADSTATS Description: Indicator used to specify if the application should send transaction information to Caterpillar Inc. Cat recommends this be set to TRUE, as it helps create business cases for future improvements. Data Type: Boolean: TRUE / FALSE Current User Interface Language XML Location: UPLOADUTILITY/SETTINGS/CURRENTUICULTURE Description: Value indicating what language should be displayed to the end user Data Type: String: (en-US, fr-FR, etc.) Enable the Default Directory for Downloads XML Location: UPLOADUTILITY/SETTINGS/ENABLEDEFAULTDOW NLOADLOCATION Description: Indicator used to determine if a default directory should be used for where downloaded files are saved. Data Type: Boolean Default Download Directory XML Location: UPLOADUTILITY/SETTINGS/DEFAULTDOWNLOADL OCATION Description: Path location for where a downloaded report should defaulted to be saved. Data Type: String Column Display Information XML Location: UPLOADUTILITY/DISPLAY Description: A series of nodes in the XML file contain how various columns should be displayed. This includes what column (ID, NAME), if they should be displayed (VISIBLE), where in respect to other columns (ORDER), and the width of the column (WIDTH) Data Type: Numeric: 0=No, 1=Yes

3 Registry Values
All per-user keys are stored in the following registry location:
HKEY_LOCAL_MACHINE\SOFTWARE\Caterpillar Inc.\SIMS DBS Upload Utility

Note that these values should not be changed. They are listed here only for reference. Changing the values could have adverse effects on the Upload Utility, as well as other applications. Executable Location Folder: [Root] Name: Executable Data Type: String Purpose: Location where the application executable is Install Location Folder: Name: Data Type: Purpose: [Root] Location String Location where the application is installed