Purpose:

Cygnet Vendor Portal DSU will enable subscriber user to process multiple bulk data files simultaneously. Uploaded files can be tracked and managed through DSU. Data columns from Source File can be mapped to Destination columns with Field mapping while importing.

Subscriber will be able to import data for Vendor, Purchase Order, Invoice, Credit/Debit Notes, GRN, RFQ, Payment Information – Invoice, Debit Notes, and TDS.

Functionality:

      1.       Login (with the same credential as web).

      2.       Select Import Type for the respective module.

      3.       Select location GSTIN if applicable for the respective module.

      4.       Select the respective data format.

      5.       Choose and Upload File(s).

      6.       Change mapping for a file being uploaded.

      7.       Track the ongoing file upload process on the Track Summary tab.

      8.       Track Current and old file status on the File Status tab.

Hardware - Software – Firewall Recommendations

Hardware Requirements

Software Requirements

Firewall/Security Setup

·         NET TCP connection must be allowed from the machine where we have installed the Data Exchanger Utility to Cygnet Server. Two Way channel communication must be allowed in the Firewall/Security setup.

Requires Read/Write rights to the shared directory.

File Generate Format

File Naming convention: EntityName_DocumentType_DateFormat_RandomFileName_DateTimestamp.extension

Installing Utility:

To install Cygnet Vendor Portal DSU, you can run “Cygnet Vendor Portal Tool.msi” file. This setup will have 4 step installation process:

      1.       Welcome Screen: No input needed for this step. Just press on Next Button.

                   

            3.       Confirmation Screen: No input needed for this step. Just press on Next Butto

 

          4.       Clicking on next button, setup will ask for Administrator access, and it is must to provide administrative access to setup. 

   

      1.       Login into the system by running application, usually shortcut for Cygnet DSU will added to desktop. If that is not available you can find .exe file at location “C:\Program Files (x86)\Cygnet\Cygnet  Vendor Portal Tool” and file name would be Cygnet.DSU.exe.

      2.       After login, you can either start uploading files by selecting “File Upload” menu( ) or you can view status for already upload files from File Status menu ().

      3.       File Upload:

To upload File(s), you need to select various options first, like Import Type, Location GSTIN,  Date format and File(s). All the options are compulsory to upload file(s).

      4.       After uploading file(s), you can track upload progress from Task Summary Menu ().

Using this tab can Pause, Resume or Cancel the ongoing process of files.

      5.       If in case there is any change in GSTIN Location (from the web), then you can refresh the location using the Refresh Location button next to the “Select Location GSTIN” Dropdown.

      6.   If you want to re-login using a different credential, then first you can click Logout Menu (), which will redirect you to the log-in screen, and then you can log in using another credential.

Technical Configuration:

There is also one menu available named Settings (), using which you can change various settings for DSU,

l  Chunk size : this is the amount (in KB) of bytes that will sent to SFTP server in each chunk.

l  In Folder path : this is the folder where the background process will pick the manual files to upload.

l  Service URL: this is the URL that will fetch the data like User’s Locations, user’s authentication, etc.

l  Subscriber Name: whatever name you will enter here, one parent folder by this name will be created to specified In folder path to temporarily save uploaded file.

l  In Folder (Local ) path: this is the folder where the background process will pick the files and upload them in the sftp location.

l  SFTP settings: This is a host connection where files are transferring.
Does it allow the SFTP host's connection is connected?
         just press "Test Connection" and get the "SFTP/FTP connection successfully!" message then the application is connected to the SFTP host.

Version: V1.0.43

PRODUCTION URL : https://cvpdemo.stagingapplications.com/presentation/Cygnet_Vendor_Portal_Client_DSU_Utility_Setup_V_1_0_43.zip

1) Data Folder:  This is the DSU data folder, the DSU will use a few physical folders for the processing data file. If clients want to change the default path, then just enter the folder path here.
The default data folder location is the C drive path.

                Default Path: C:\Cygnet Vendor Portal Utility

2) File Import Type: If FTP is selected, then all data files are processed using the SFTP/FTP connection, also public IP whitelist processes are needed.
If API is selected, then all data files are processed using web API so it’s faster than an FTP way.

                Default Option: FTP

Version: V1.0.44

PRODUCTION DSU       URL : https://cvpdemo.stagingapplications.com/presentation/Cygnet_Vendor_Portal_Client_DSU_Utility_Setup_V_1_0_44.zip