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UDT Requirements for Decision Logic

This application is a windows service with a client interface. It will not interrupt POS services or functions

 

This article is a quick guide to help any Decision Logic user download, install, configure, and use Decision Logic’s data transfer program!

Overview

Universal Data Transfer (UDT) is Decision Logic’s program that runs on the same computer as your store’s Point of Sale (POS) system.

Once the program is installed and the StoreID and GUID you are provided are entered, it runs daily to transfer Sales and Labor data from the POS to your Decision Logic website.

The program can then also be opened and used to transfer Sales and Labor data for previous dates with just a few clicks!

Table of Contents

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For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.

UDT Requirements for Decision Logic

 Contact helpdesk@decisionlogic  or
  • or call 888-358-7728 to coordinate installs with Decision Logic.

  
  • The helpdesk will provide unique numeric identifiers for StoreID and GUID for each store

needed
  • needing to complete the

install
  • installation.

Windows Installs
  •  Before running the install you must be logged into the main back office machine as a Windows Administrator User
  •  Download a 32 bit or 64-bit install package below under Installers 

White list Firewall

 White list the

Whitelist Firewall

Whitelist the following for both inbound and outbound traffic

 

:

  • 216.58.

228
  • 288.1 through 216.58.228.63

 
*.
  • mydlweb.com

 
  • You may need to

be
  • open Port 443 and 80 prior to making firewall adjustments.

 
  Aloha
  • Aloha users may also need

to 
  • to allow

 
  • AlohaBasicLabor.exe

 
  • to be executed on their server where the UDT will pull from.

Framework

 Install 
  • Install FULL

 Microsoft 

Table of Contents

Table of Contents

For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Help Center.

All training videos are located in the Decision Logic Video Vault

UDT Client Install Manual 

  • Extract the contents of the udtclient_setup.msi onto the desktop. 
  • Double click to launch the application setup Wizard
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  • Select Next
  • Enter the Decision Logic Store ID and GUID provided by helpdesk@decisionlogic.co
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  • Select Next
  • No changes are needed when Selecting Installation Folder. Select Next to finish the install. The Wizard may take a few moments to complete.
  • The default location is c:\programfiles\knowldege management systems\Udt Client
  • Select Install for Everyone
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  • Select Next
  • Wizard will notify when complete

  • Select close

  • Launching UDT Client and Sending Data

    • To launch UDT client, navigate to Knowledge Management Systems and launch UDT client one of three ways

      • Windows Start Menu
        • The UDT Client shortcut should be populated within the Windows Start menu under lists of programs in the Knowledge Management Systems folder. 
      • Desktop Shortcut
        • Double click the UDT Client icon to launch the New UDT client.
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      • Default Directory Location
        • If the desktop shortcut does not exist locate the client by default directory location. C:\program files\knowledge management systems\udt client
        • Double click UDTClient.exe to launch the client
        • To create a new shortcut if it was somehow deleted from the desktop Right click UDTClient.exe, select create a shortcut, drag and drop that shortcut that is created to the desktop.
    • Now that the client is running notice the status of the client and service.
      • If the status is red this signifies the client is not running, manually start from services menu option in UDT CLIENT select Start Service.
      • If the status is yellow this signifies the client is not running, manually start from services menu option in UDT CLIENT select stop service, then select start service.
      • If the status is Green this signifies the client is running and ready to transmit data
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    • A validation may send and complete the task without processing. Notice the Process log will now contain task details. 
    • Select a run date via the date drop down.  The current date is set by default. 
    • Select Process Now to transmit 3 days of historical Journal data and 7 days of historical labor data.
      • Journal data consists of sales, comps, discounts, and payments.
      • Labor data consists of summary labor hours.
    • Place a check next to each task in order to transmit the data for that task.
    • Select OK to begin processing
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    • The Process Log will indicate if the send was successful. 
      •  Data should appear on your dlweb.com website within 30 minutes of the successful send. 

    • If validation is not successful and unable to complete

    Installers

    See this article to

    Download UDT Program Installers

    1. Open this article using the computer that runs your store’s Point of Sale system. This computer is usually located in the store’s office.

    2. Click the appropriate download package from the options below.

    3. Save the file to your Desktop.

    64 Bit

    32 Bit

    View file
    nameUDTClient_Setup_x64 3.0.0.0.msi

    View file
    nameUDTClient_Setup_x86 3.0.0.0.msi

    Windows Installs

    • Before running the install, you must be logged into the main back office machine as a Windows Administrator User.

    • Download a 32-bit or 64-bit install package under Installers.

    How do I know which one to install?

    Expand
    titleClick here to learn more!
    • Most modern computers are 64-bit.

    • The About (info) section of your computer settings.

    • See this article to help determine if your system is running a 32 or 64-bit version:

     

    32 Bit64 Bit

    View file
    nameUDTClient_Setup_x86 3.0.0.0.msi
    height250
    View file
    nameUDTClient_Setup_x64 3.0.0.0.msi
    height250

    Troubleshooting UDT

    If you receive an Error Validating Store:
    There are a few things that could cause this error.  To determine where to start look for errors in UDTStoreTask.log.

     a) The UDTClient service is running under an account that doesn't have Administrator privileges.
     b) The date/time and/or daylight saving settings are incorrect on the machine.
     c) The StoreID or StoreGUID in the configuration files are incorrect.

    SituationSuggested Step(s)AConfigure the UDTClient service to use an account that belongs to an Administrator group.
    Verify that the user is able to hit https://tac2.mydlweb.com/UDTService/Service.svc from a browser. BCorrect the date/time. The clock cannot be skewed more than 15 minutes. Be sure that the "Automatically adjust for Daylight Saving" option is enabled/checked.CVerify that the StoreID and StoreGUID appSettings are correct in the configuration file.

    There are too many edge-cases that come up for different customers but here are the more common errors that we come across.

    Errors

    Task completed in error - no log files found match
    This usually means that the task is unable to locate/connect to the data source.

    POSSuggested Step(s)Aloha

    - Be sure that the RootDirectory value are correct in UDT Server Management.
    - Look for errors in UDTStoreTask.log
    - Debug task in Visual Studio

    Fix the timezone in Aloha in d:\bootdrv\alohaqs\data

    1. Delete the timezone.ini file in d:\bootdrv\alohaqs\data
    2. Set the correct date, time and time zone in Windows
    3. Restart the ctlsvr service

    Aloha then builds a new timezone.ini file the d:\bootdrv 

    Micros- Be sure that the ConnectionString value is correct in UDT Server Management.
    - Look for errors in UDTStoreTask.log
    - Debug task in Visual Studio 
    Radiant- Be sure that the RootDirectory and FileMask values are correct in UDT Server Management.
    - Look for errors in UDTStoreTask.log
    - Debug task in Visual Studio 
    Squirrel- Be sure that the ConnectionString value is correct in UDT Server Management.
    - Look for errors in UDTStoreTask.log
    - Debug task in Visual Studio 
     

    Installation and Configuration

    1. Double-click the icon to launch the Setup Wizard.

      Image Added
    2. Click Next

    3. Enter the Store ID and Store GUID that your company’s Decision Logic Administrator provided you.
      (star) It is easiest to open the email or message you received that contains these credentials on the same computer you are installing UDT on.
      Copy the IDs and paste them into the appropriate fields.
      (question) If you do not have these credentials, contact your company’s Decision Logic Administrator or submit a request with our Decision Logic Service Center.

    4. Click Next
      No changes are needed when Selecting the Installation Folder.
      The default location is c:\programfiles\knowldege management systems\Udt Client
      (info) Decision Logic also uses the company name Knowledge Management Systems (KMS)

    5. Click Next to finish the installation.

      1. The Wizard may take a few moments to complete.

    6. Select Install for Everyone


    Tip

    (star) Congratulations (star)

    The UDT Program is now installed and configured!

    Once the program is installed, you should expect to see Sales and Labor data in your site at the start of the next business day.

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    How do I run Universal Data Transfer (UDT)?

    The article How do I run Universal Data Transfer (UDT)? has a step-by-step guide.

    The steps below are for the following Point of Sale systems:

    • Micros

    • Aloha

    • Hunger Rush

    • QuikServe

    Launch

    Expand
    titleOpening the UDT application can be done in one of three ways.
    1. Desktop Shortcut

      Image Added
    2. Windows Start Menu
      The UDT Client shortcut should be in the Windows Start menu under lists of programs in the Knowledge Management Systems folder.

    3. Find the program in the folder it was installed in
      This is most likely the default location:
      c:\programfiles\knowldege management systems\Udt Client

    Run

    Expand
    titleNow that the client application is opened,
    1. Check that the Status of the service is Green.

    2. Select a Run Date from the date dropdown.
      The current date is set by default.

    3. Click Process Now.

    4. Click each task to place a check ✅ next to each to transmit the data for that task.

    5. Click OK to begin processing.
      Results may take up to 30 minutes to process on your Decision Logic mydlweb.com site.

    © 2023 Knowledge Management Systems, LLC. Decision Logic. All Rights Reserved.

    If you were unable to find a shortcut icon, you can create one!

    1. In the folder that contains the program, right click UDTClient.exe

    2. Select Create a Shortcut

    3. Drag and drop that shortcut to where ever you want it.


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