Stage 3:  Data: Obtain, Convert, Integrate with Web Site

• For non-RS Data feeds: Analyze data source changes
  • Verify the new data source(s) meet the minimum One Place IVR standard field requirements
  • Field Comparison Report needs to be created for each table that is changing its data source.  This report should be printed or emailed to the Account Manager for the client.  The Account Manager needs to have client approval of the changes which may include removal/modification of features (expl. MVP, taxes, garage, waterfront, etc.).  Click here for the Word template.
  • Complete data design plan (eventually links will be added for these options)
    • MLS Data pull or FTP'd data
      • obtain data and link into Access .mdb
    • Online Entry
    • Real Select Data feed
• For RS Data feeds: Analyze data source changes
  • Stuff goes here...
• Internet site changes
  • Backup existing client database to dbname_preoneplace.mdb
  • Deactivate agent online entry, put up html page with "Upgrading to One Place, contact your account manager for questions" message for the clients.
  • Make field changes to web site determined from Field Comparison Report.  Be sure to keep public display pages in sync with online entry pages.
  • Create Links on the online entry page of the client:
    One Place Password Change System:
    http://oneplaceadmin.e-net.com/clientpasswords/default.asp?clientcode=xxxxxxxx
    If client does not get Property Codes and Remarks from Real Select feed, make a link to:
    One Place Property Code Change System:
    http://oneplaceadmin.e-net.com/propertycodes/default.asp?clientcode=xxxxxxxx
• Import all database objects from One Place Access Template Database stored in \\nt-1\jetdb\oneplace\oneplace.mdb into the client's current internet database.  Verify that all objects were imported without conflicting with existing names.
  • Descriptions of imported objects (Note: Objects requiring changes have *** next to them)
    • Tables
      • ***LookupPropertyType - Translates between IVR property type and internet (displayed) property type. For RS Data Feed, delete this table. For others, populate with property types (work with Account Manager)
      • OnePlaceAgent - standard One Place IVR field names.
      • OnePlaceAgentHistory - Agent codes and date stamp when they were added to OnePlaceAgent.  Records do not ever get removed from history.
      • OnePlaceCommunity (ODBC link)
      • OnePlaceOffice  - standard One Place IVR field names.
      • OnePlaceProperty  - standard One Place IVR field names.
      • OnePlacePropertyHistory - Property key (MLS number, DataSource) and date stamp when they were added to OnePlaceProperty.  Records do not ever get removed from history.
    • Queries
      • ***qryOnePlaceAgentAppend
      • qryOnePlaceAgentDelete
      • qryOnePlaceAgentHistoryAppend
      • qryOnePlaceNewAgent - see reports.
      • qryOnePlaceNewCommunity - see reports.
      • qryOnePlaceNewProperty - see reports.
      • ***qryOnePlaceOfficeAppend
      • qryOnePlaceOfficeDelete
      • ***qryOnePlacePropertyAppend
      • qryOnePlacePropertyDelete
      • ***qryOnePlacePropertyExclusion - see reports. Customize the following fields in this query: GWID, ListingOffice, PC (possibly use ParseField function).
      • qryOnePlacePropertyHistoryAppend
    • Reports: See Account Manager for information that goes in the header of each report.
      • ***rptOnePlaceNewAgent - agents not previously in OnePlaceAgent
      • ***rptOnePlaceNewCommunity - distinct community names that are in the OnePlaceProperty table but not in the OnePlaceCommunity (SQL Server ODBC link central community table).
      • ***rptOnePlaceNewProperty - properties not previously in OnePlaceProperty
      • ***rptOnePlacePropertyExclusion - properties that are in tblProperty but not in OnePlaceProperty (due to missing property code, type, or other errors in qryOnePlacePropertyAppend).
    • Macros
      • ***mcrOnePlace - runs queries, reports and sends property exclusion report via email.  See comments in macro. Customize this macro as follows: For RS Data feed, remove OpenQuery actions for qryTblPropertyDelete & qryTblPropertyAppend. Add email of client and Account Manager to "SendObject" Action.
      • mcrOnePlaceCommunity - prints rptOnePlaceNewCommunity.  This has to run AFTER mcrOnePlace and AFTER the OnePlaceIVR SQL Server Load.
    • Modules
      • modUtils - contains reusable functions for data conversion and parsing.  Programmer can change these functions to be client specific, as well as add functions.

• Configure OnePlaceIVR Access 97 to SQL Server 6.5 Loader
  • See Scott

• Configure eCentral for One Place IVR site.  This step automatically adds the client to the nightly database program that invokes the mcrOnePlace in the clients database, ships voice files, transfers data between the Ozone SQL server and the clients SQL server and loads the data into the client IVR server.