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Table of Contents (on this page)

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Introduction

This document provides instructions for using WinSCP for your monthly manufacturer reports.

Procedure

  1. Run your reports in Optifacts. (Refer to the applicable document for full details),
  2. Download WinSCP from the following link: https://winscp.net/eng/download.php and install it on the computer used to run the reports.
  3. Contact support@optifacts.com to have one of the support team personnel configure the settings for you.

Login to WinSCP

  • Open and log on to WinSCP with your Optifacts the following user name and password.
    • Username - reports
    • Password - reports
  • Go to the following directory: /u/optifacts/share/ Optifacts/Share/mfr_reports (Once set in WinSCP, it will opens automatically open in that this directory the next time WinSCP opens.)

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  • Refresh the screen by clicking the green arrows (as shown in the diagram below)

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You should now see the report

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The report is now in the right-side window.     Image Removed

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  • Click on the file and drag it over to your the local folder on the left side of the screen.

You will now see it in your The report is now in the local folder on the left side of the screen.

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    1. Immediately Right Click on the file name in
    your
    1. the local folder on the left side of the screen, and then click on Rename.
    You can add the date
    1. A suggestion is to add a date to the file name (For example, ‘TransDat12-2019.csv’) so that it
    doesn’t
    1. won’t get overridden by the same file next month
    . (For example, "TransDat12-2019.csv)
    1. .

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After renaming the file, it is ready to email to Essilor.

  • Drag and Drop the file into your email and send it to Essilor.
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  • .

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Exit WinSCP

  • Click the ‘X’ on the top right corner of the WinSCP window.



To view and, or download these instructions as a PDF file, click on the following document image.

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nameWinSCP Instructions for Mfr Reports.pdf
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