Difference between revisions of "Vision"

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Pin – This is an encrypted Pin to link your company to our RFV server.
 
Pin – This is an encrypted Pin to link your company to our RFV server.
  
RFV(GOF) Server ‐ This is the web address where your Vision Data will be sent to. This is our RFV Server.
+
RFV Server ‐ This is the web address where your Vision Data will be sent to. This is our RFV Server.
  
 
User ID and Password – Login for RFV Server
 
User ID and Password – Login for RFV Server
Line 63: Line 63:
 
It is extremely important that this information matches with the vehicle and primary driver in Fleet Maintenance correctly.
 
It is extremely important that this information matches with the vehicle and primary driver in Fleet Maintenance correctly.
  
You have completed the S2k setup. Now we have one more item to cover in the RFV Application. Please login to https://rfv.davisware.com to continue.
+
You have completed the Vision setup. Now we have one more item to cover in the RFV Application. Please login to https://rfv.davisware.com to continue.
  
 
=== Assigning the GPS Device to Technician ===
 
=== Assigning the GPS Device to Technician ===
Line 75: Line 75:
 
Repeat the steps for the remaining vehicles.
 
Repeat the steps for the remaining vehicles.
  
=== Geo Coding Customers ===
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=== Google API Key Generation and Setup for Geocoding ===
What is Geocoding?
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How to set up and maintain your Google API.<br>
  
Geocoding allows us to translate an address into coordinates in order to have an exact location on the map. It consists of 2 coordinates, a latitude and longitude coordinate. They can look like this:
+
==== Google Billing Account Setup and Project Set Up ====
42.094016, -88.290081
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Open a web browser such as Google Chrome.
These coordinates are extremely accurate and match up against Google’s Database to find the address. These coordinates are for our office. 514 Market Loop West Dundee, IL 60118.
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Enter this URL into the address bar to see the pricing plans. https://developers.google.com/maps/pricing-and-plans/#details
ADD SCREENSHOT
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[[File:VisionGoogleAPISetup.png|frame|center|VisionGoogleAPI-VisionGoogleAPISetup]]<br>
So how can you get your coordinates from Google? Very simple:
 
  
1. Type in your address in Google, and then go to Maps:
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If you are logged in, you will be redirected to step 5. Otherwise, you will have to login to the developer’s website with your gmail.com accounthttps://accounts.google.com/ServiceLogin<br>
ADD SCREENSHOT
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[[File:VisionGoogleAPI.png|frame|center|VisionGoogleAPI-VisionGoogleAPI]]<br>
2. Right-click on the Pin.
 
  ADD SCREENSHOT
 
3. It will then show you the coordinates.
 
ADD SCREENSHOT
 
Now, you know how to identify the geocoordinates from any address in Google.
 
  
 +
Login with your Gmail account. Click “Next”.
 +
[[File:VisionGoogleAPIloginIn.png|frame|center|VisionGoogleAPI-VisionGoogleAPIloginIn]]<br>
  
==== How do I Geo Code? ====
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If you have not already setup billing through Google you will be presented with the following screen.<br>
Now, how do we ever geocode all your customers? It would be a very taxing job to geocode all customers manually. So we setup a tool for you to be able to geocode your customers.
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[[File:VisionGoogleAPIloginInsetup.png|frame|center|VisionGoogleAPI-VisionGoogleAPIBilling]]<br>
  
NOTE: Google only allows 2,500 addresses to be geocoded per day. If you try to add more, the program will run, but will not successfully allow more than 2,500 customers to be geocoded.
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Click “Create” to create credentials.<br>
 +
[[File:VisionGoogleAPCreateCredentials.png|frame|center|VisionGoogleAPI-VisionGoogleAPICreateCredentials]]<br>
 +
Enter your project name or accept the default name as the example below.  Click “Create”.<br>
 +
[[File:VisionGoogleAPICreateProject.png|frame|center|VisionGoogleAPI-VisionGoogleAPICreateProject]]<br>
  
If you have more than 2,500 customers this would need to be done through a series of days.  
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Follow the instructions to create Billing account (if applicable and not already set up)
 +
You should see a screen stating you are all set.
 +
[[File:VisionGoogleAPIAllSet.png|frame|center|VisionGoogleAPI-VisionGoogleAPIAllSet]]<br>
  
The geocoding program is found in your server and we can setup a share so that you may access it from any computer. The program is called “S2k GeoCoding.exe” and you can run it by double clicking:
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Click Dismiss.
  ADD SCREENSHOT
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You have now created a Project and attached it to a billing account.   
  
So, let’s open S2k GeoCoding.exe and go through the navigation.
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==== Create the Credentials (API Key) ====
ADD SCREENSHOT
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In your web browser, now go to https://console.developers.google.com/apis/
 +
This is where you can access your Project(s) and create / assign API Keys.
 +
Click on the Credentials option
 +
Click the Create credentials button
 +
Click on API Key
 +
[[File:VisionGoogleAPICredentials.png|frame|center|VisionGoogleAPI-VisionGoogleAPICredentials]]
  
 +
Your New Key will appear on the screen.  Please give this API Key to your PM.
 +
[[File:VisionGoogleAPIKey.png|frame|center|VisionGoogleAPI-VisionGoogleAPIKey]]
  
You can choose your range of customers to geocode. You can choose to go from Customer #1 to Customer #10 to start small. <br>
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==== Assign the proper services to the Key ====
1. In this case, we would enter 1 in From Customer and 10 in To Customer<br>
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Click on the Library option.
2. Click on Search and the customers will be displayed on the screen.<br>
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[[File:VisionGoogleAPIKeyLibrary.png|frame|center|VisionGoogleAPI-VisionGoogleAPIKeyLibrary]]
3. We have a few settings below:<br>
 
*a. Geocode Exact Matches Only – will only set geo-coordinates for matches that are 100% Accurate. If they are not 100%, it will leave the coordinates blank and allow you to check if there is a mistake on the address or if google simply cannot find it. <br>
 
*b. Force Update – Will force the program to write the geo-coordinates even if they are not 100% Accurate. We do not recommend using this feature as you could end up with wrong locations for your Field Technicians. <br>
 
*c. Country – United States or Canada<br>
 
4. F8 – OK – will then run the software<br>
 
  
Here we have a demo database with 10 customers. Note that there are no coordinates. We have also selected Exact Matches Only:
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On the next page, select the View All option for Maps.
ADD SCREENSHOT
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[[File:VisionGoogleAPIKeyMaps.png|frame|center|VisionGoogleAPI-VisionGoogleAPIKeyMaps]]
  
 +
There are 3 services that need to be Enabled.
 +
• Google Maps Directions API
 +
• Google Maps Distance Matrix API
 +
• Google Maps Geocoding API
  
Now, let’s run the program by clicking OK:
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[[File:VisionGoogleAPIKeyMapEnable.png|frame|center|VisionGoogleAPI-VisionGoogleAPIKeyMapEnable]]
Now, we will see that we have successfully coded 9 customers. We have purposely made a mistake on #10 address to show a failed geocode attempt. It is highlighted in Red.
 
ADD SCREENSHOT
 
  
 +
Click on each service and on the next Click on the Enable Button
 +
[[File:VisionGoogleAPIKeyMapMatrix.png|frame|center|VisionGoogleAPI-VisionGoogleAPIKeyMapMatrix]]
  
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Google will Enable the service and the button will change to say Manage.
 +
[[File:VisionGoogleAPIKeyMapDirections.png|frame|center|VisionGoogleAPI-VisionGoogleAPIKeyMapDirections]]
  
We will go over how to get coordinates to the address that has failed.
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Make sure that all 3 are Enabled.
  
 +
==== Testing the Key ====
 +
Using the key that was created in step 9 test the key with the following URL:
 +
https://maps.googleapis.com/maps/api/geocode/xml?address=825%20villagequarter%20rd&oe=utf8&sensor=false&gl=&key=AIzaSyAdza0HgLYU5xtKuHIfcG3kypXMVf1IvlE
 +
This screen should be displayed.
 +
[[File:VisionGoogleAPIKeytesting.png|frame|center|VisionGoogleAPI-VisionGoogleAPIKeytesting]]
  
===== How can I geocode a location that was not found? =====
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==== Using the Google API Dashboard ====
So what do we do now that it has failed?
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The Google API dashboard: https://console.developers.google.com/apis/dashboard
First, we want to check for mistakes on the address name or number. You will need to make sure there are no mistakes in the address entered. That is the most common error.
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This is where you can track usage and change settings of your API Key.
If it is correct, then Google is having problems finding a geocode set that matches perfectly. We must do it manually.
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[[File:VisionGoogleAPIKeyDashboard.png|frame|center|VisionGoogleAPI-VisionGoogleAPIKeyDashboard]]
When the program finds a location that it cannot geocode, it generates a report of the failed addresses. It will open after it is done geocoding:
 
ADD SCREENSHOT
 
 
 
 
 
Now you can have a list of failed geocodes to work with. We can follow the same procedure in Pages 82-83 and add them manually. Once you have the coordinates, just type them in S2k.<br>
 
 
 
1. Find the customer and edit any typos and try to run the Geocoder again.<br>
 
2. If it fails again and the address is correct, we may need to add the and Open Properties and Click on Defaults Tab:<br>
 
ADD SCREENSHOT
 
3. Enter the coordinates in the X and Y field.
 

Latest revision as of 15:14, 25 February 2020

Vision INTEGRATION

Connecting RFV to Vision Data

Davisware will handle this setup, but we will explain how this is linked.

Below is the RFV Interface (GOF Module) under System Options. It consists of 5 fields:

VisionIntegration-VisionInterationRFVInterface

Company Code – This is your company code. We will authenticate your vehicles by using this code.

Pin – This is an encrypted Pin to link your company to our RFV server.

RFV Server ‐ This is the web address where your Vision Data will be sent to. This is our RFV Server.

User ID and Password – Login for RFV Server

If this information is not filled in, there is no successful connection to RFV from Vision. Please contact Vision Support for assistance with this setup.

Setting up Vision Vehicles - MANUFACTURERS

The first step to follow is to set up your vehicles in Vision under Vehicle Maintenance.

Your vehicles will be tied to a GPS unit and also linked to the technicians so the system knows where to send Service Orders.

First, we suggest you create a list of all your vehicles and their designated drivers so it is easier to look at your fleet. Note the Make, Model and Year of the vehicles.

Now, we will create a Vehicle Manufacturer.

This is done by going into Setup > Equipment > Manufacturers. You do not need to enter all the information. Name and Abbreviation should be sufficient.

VisionIntegration-VisionIntegrationvehiclemanufacturer

You will be shown a NOTES Screen, you can click Finish to enter the manufacturer. Repeat this step for the other Manufacturers.

Setting up Vision Vehicles - VEHICLES

After you create your Manufacturers, it is time to create your vehicles. This is done by going into Setup > Fleet Maintenance > Vehicles. Click on NEW:

VisionIntegration-VisionInegrationNewVehicle

When creating new vehicles, please fill in the recommended fields below:

VisionIntegration-VisionInegrationNewVehicleSetup

1. Assign a Vehicle Number - This can be your vehicle numbers or a sequential number.
2. Vehicle Information – Fill in the Highlighted fields.

  • The Year of the vehicle.
  • Manufacturer can be found by Clicking the “…” Button and searching for the Manufacturer you just created in the previous step.
  • Model of the Vehicle.
  • GPS LABEL Is VERY Important. This is how the Vehicle will be assigned to the GPS unit. In RFV, the Vehicle Code must match your GPS Label in Vision.
  • Department will add the vehicle to a department of your choice.
  • Primary Driver is another important field. This will link the employee to the vehicle. You will select your technician’s code to link the Driver to the vehicle. You can browse your technicians in RFV.

After all this is done, please click FINISH.

NOTE – We highly recommend that on your list of vehicles, you write down the Vision EMPLOYEE NUMBER as it will be used in later steps.

Now, repeat this process for your other vehicles.

Setting up Vision Vehicles – EMPLOYEE LINK

Now that you have created the Manufacturers and the Vehicles, it’s time to link the Employees to the correct Vehicles.
1. Navigate to the Setup > Employees > Employees.

VisionIntegration-VisionIntegrationNewEmployeeSetup

2. Find your first employee and double-click to edit their properties. Now click the DEFAULTS Tab and under Vehicle, select the vehicle that the employee is assigned to.

VisionIntegration-VisionIntegrationEmployeeVehicleSetup

It is extremely important that this information matches with the vehicle and primary driver in Fleet Maintenance correctly.

You have completed the Vision setup. Now we have one more item to cover in the RFV Application. Please login to https://rfv.davisware.com to continue.

Assigning the GPS Device to Technician

In RemoteFieldView, navigate to ADMINISTRATION  DEVICE MAINTENANCE.

VisionIntegration-VisionIntegrationRFVTechCode

Find the first device to edit and expand the device’s properties and click EDIT.

VisionIntegration-VisionIntegrationRFVTechCodeSetup

Under the field called TECH CODE. Enter the Vision Employee Number to complete the integration. Click OK.

Repeat the steps for the remaining vehicles.

Google API Key Generation and Setup for Geocoding

How to set up and maintain your Google API.

Google Billing Account Setup and Project Set Up

Open a web browser such as Google Chrome. Enter this URL into the address bar to see the pricing plans. https://developers.google.com/maps/pricing-and-plans/#details

VisionGoogleAPI-VisionGoogleAPISetup


If you are logged in, you will be redirected to step 5. Otherwise, you will have to login to the developer’s website with your gmail.com account. https://accounts.google.com/ServiceLogin

VisionGoogleAPI-VisionGoogleAPI


Login with your Gmail account. Click “Next”.

VisionGoogleAPI-VisionGoogleAPIloginIn


If you have not already setup billing through Google you will be presented with the following screen.

VisionGoogleAPI-VisionGoogleAPIBilling


Click “Create” to create credentials.

VisionGoogleAPI-VisionGoogleAPICreateCredentials


Enter your project name or accept the default name as the example below. Click “Create”.

VisionGoogleAPI-VisionGoogleAPICreateProject


Follow the instructions to create Billing account (if applicable and not already set up) You should see a screen stating you are all set.

VisionGoogleAPI-VisionGoogleAPIAllSet


Click Dismiss. You have now created a Project and attached it to a billing account.

Create the Credentials (API Key)

In your web browser, now go to https://console.developers.google.com/apis/ This is where you can access your Project(s) and create / assign API Keys. Click on the Credentials option Click the Create credentials button Click on API Key

VisionGoogleAPI-VisionGoogleAPICredentials

Your New Key will appear on the screen. Please give this API Key to your PM.

VisionGoogleAPI-VisionGoogleAPIKey

Assign the proper services to the Key

Click on the Library option.

VisionGoogleAPI-VisionGoogleAPIKeyLibrary

On the next page, select the View All option for Maps.

VisionGoogleAPI-VisionGoogleAPIKeyMaps

There are 3 services that need to be Enabled. • Google Maps Directions API • Google Maps Distance Matrix API • Google Maps Geocoding API

VisionGoogleAPI-VisionGoogleAPIKeyMapEnable

Click on each service and on the next Click on the Enable Button

VisionGoogleAPI-VisionGoogleAPIKeyMapMatrix

Google will Enable the service and the button will change to say Manage.

VisionGoogleAPI-VisionGoogleAPIKeyMapDirections

Make sure that all 3 are Enabled.

Testing the Key

Using the key that was created in step 9 test the key with the following URL: https://maps.googleapis.com/maps/api/geocode/xml?address=825%20villagequarter%20rd&oe=utf8&sensor=false&gl=&key=AIzaSyAdza0HgLYU5xtKuHIfcG3kypXMVf1IvlE This screen should be displayed.

VisionGoogleAPI-VisionGoogleAPIKeytesting

Using the Google API Dashboard

The Google API dashboard: https://console.developers.google.com/apis/dashboard This is where you can track usage and change settings of your API Key.

VisionGoogleAPI-VisionGoogleAPIKeyDashboard