LeasePak

EOP Suite

EOP Suite automates the submission of End of Period and assists the administrator in monitoring the EOP process, whether from a terminal logged on the LeasePak server or from a LeasePak client computer. The suite consists of four programs which:

automatically submit End of Period for a list of specified portfolios
automatically resubmit portfolios if necessary
monitor the status of End of Period on the LeasePak server and send e-mail to the administrator
monitor the status of End of Period through a LeasePak client computer (EOP Monitor).

EOP Suite runs as a job in cron; use it in conjunction with other scripts and cron jobs for nightly backup, EOP processing, and maintenance of the LeasePak server. For assistance in developing your nightly server process, contact your MSI representative.

Configuring `eop_submit_job`

Use the file eop_sub.cfg to configure the eop_submit_job program. You can find the file in /opt/msi/version/env/environment/lib, where version and environment are the version and environment of LeasePak in which you are using EOP Suite. You must edit the following parameters to match your LeasePak configuration:

BACKUP_JOB_PROC=
PORTFOLIOS="2 4"
ACCRUALS=Y
INVOICES=Y
CHECK_NUMBER=100
MAIL_TO=
MAIL_FROM=

Parameter Descriptions

BACKUP_JOB_PROC: Shell script to back up portfolios before running End of Period. You will need to supply this, or contact your MSI representative for assistance.
PORTFOLIOS: Portfolios for eop_submit_job to submit. Insert a space between portfolio numbers (regardless of whether they are one or two characters) and enclose the string in quotation marks.
ACCRUALS: Whether or not to include Cycle Accruals [U0301] in End of Period. See note below.
INVOICES: Whether or not to include Cycle Invoices [U0302] in End of Period. See note below.
CHECK_NUMBER: If you are not using automatic check numbering in LeasePak, you will need to specify a starting check number. Otherwise you can ignore this.
MAIL_TO: Optional: the mail address to send End of Period status notifications to, format user@domain_name. You must have sendmail configured on the LeasePak server to use this feature.
MAIL_FROM: Optional: the return mail address for End of Period status notifications, format user@domain_name. You must have sendmail configured on the LeasePak server to use this feature.

To use EOP Suite, you must set accruals and invoicing in the Portfolio Maintenance [U0212] update to run every day. To not run accruals or invoicing on a particular day, set ACCRUALS and INVOICES to N. You can associate different configuration files with eop_submit_job and schedule these different versions to run at different times through cron, allowing you to determine when accruals and invoices are processed. See the next section for more information.

Scheduling `eop_submit_job`

You can schedule eop_submit_job by including it in cron with the following one-line command:

/bin/sh /opt/msi/version/env/environment/lib/eop_submit_job user user_client_pw user_dbms_pw cfg_file env_etc_dir

where

version and environment are the LeasePak version and environment
user, user_client_pw, and user_dbms_pw is the user running EOP Suite (usually the LeasePak administrative user; user must be a LeasePak client user have security access to End of Period Submit [U0401]) and that user's LeasePak client and DBMS server passwords, respectively
cfg_file is the full path and file name of the configuration file to use with eop_submit_job
env_etc_dir is the full path of the environment's etc directory, needed to access the environment's .lplogin and .lpprofile files.

The program will run End of Period Submit [U0401] in batch mode. If a portfolio does not start its End of Period on the first attempt, the program will resubmit the portfolio for processing. If the portfolio does not start on the second attempt, the program makes no more attempts and writes an exception to the log files.

Server Log Files and Messages

The program eop_submit_job appends its messages to the following log files:

$msilog/eop_submit_job.log
- contains the message output from running the program

$msilog/eop_status_loop.portfolio.log
- contains the message output for the specific portfolio.

If you have configured MAIL_TO and MAIL_FROM, the program will also send status messages to the MAIL_TO address.

Client EOP Monitor

This option uses a standard LeasePak client computer and its LEASEPAK.INI file to establish a connection to the server and DBMS. It monitors the EOP process from the client computer and alerts the administrator by way of Windows messages and e-mail (if configured).

You will need a registration code to use this module. To obtain the registration code, you will need to log on the LeasePak Server as msiadmin and run the following command:

$uexe/lpadriver.exe /ver

The information contained in this document is the property of McCue Systems, Inc. Use of the information contained herein is restricted. Conditions of use are subject to change without notice. McCue Systems, Inc. assumes no liability for any inaccuracy that may appear in this document; the contents of this document do not constitute a promise or warranty. The software described in this document is furnished under license and may be used or copied only in accordance with the terms of said license. Unauthorized use, alteration, or reproduction of this document without the written consent of McCue Systems, Inc. is prohibited.