TrafficXP to EXP

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TrafficXP to EXP

WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

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Introduction

In order to better prepare you for the move to EXP from TrafficXP and to ensure smooth operation after the move, this document provides details broken down into phases that occur before, during and after the transition.

NOTE: It is nearly impossible to cover all differences between TrafficXP and EXP; EXP is "not a new version of TrafficXP", the two products are two completely different products and should be treated as such. This document serves to highlight some of the differences at a very high level. It is very important that training be received with the mindset that this is a completely different product and to not "gloss over" any aspect of said training.

DISCLAIMER: All of the following information is subject to change without notice. All features discussed are available subject to your current product purchase agreement and are subject to availability based on the version of the products released since this document was last updated.

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Preparation

In order to prepare for the move, there are several things that you can do in TrafficXP to “preview” some of the changes in behavior between the two product lines. At a high level, this means that you need to disable a few features and change the operation order of some of the tasks that you do every day.

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No Windows XP

In order to prepare your machine, you will need to have a version of Windows newer than Windows XP such as Windows 7 SP1, Windows 8.1 or Windows 10. We highly recommend you utilize Windows 10. You should also have a computer with more than 4GB of memory, a 64-bit processor and matching OS, a processor with multiple cores and a decent video card with up-to-date drivers.

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BETA is Discontinued

On the new platform, there isn't a "BETA" program; it just simply doesn't exist. As such, any and all features that were "BETA" in TrafficXP either are complete and working as designed or simply do not exist. That's not to say there aren't potentially any problems under certain circumstances; however, it does say that we aren't aware of any outstanding problems with any and all of the features included within the product. With that said, if you had features that were "BETA" in TrafficXP these features potentially may not be available in EXP. It is important to point out that the "BETA" program in TrafficXP was rife with problems; the worst of which is that it is next to impossible to identify which features are "BETA" and which aren't. This, of course, complicates things when moving to EXP; however, we'll do the best we can in helping to navigate through this transition.

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Order Approval

When entering orders, you will need to remember to take the additional step of reviewing/approving orders. If you forget this step, the log editor will remind you that you have order(s) that need to be approved that affect the currently opened log. You can also see these using the Pending Orders inside of the Orders window.

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Working with Copy

Copy can now only be entered via the Customer - Copy tab so you will want to get used to operating under the Copy->Orders->Rotations->Logs pattern; meaning you will work your copy, then your orders/rotations and then your logs.

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Statements

If you desire to have statements “split by anything”, you will need to start splitting your customer accounts accordingly. In EXP, a statement of account is a statement of account. It will reflect exactly what the account is and there isn’t any “magic” splitting that can or will occur. If you want the information to be split across multiple documents, you will need to split the account accordingly.

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Orders as Contracts

Orders in EXP are treated (and renamed accordingly) as contracts. The general idea is that once a contract has been approved/printed/mailed/delivered, it’s now a historical document. This document should not be changed except under the most extreme of circumstances. Under normal operations, the only thing that can be done to a contract is to revise or cancel the contract. There isn't really a facility in TrafficXP to help prepare you for how things will be done in EXP with regards to changes that fall under the normal activity category. See the 3 - Welcome to EXP section below for more details.

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User Accounts

If you have multiple databases using the same username/password, these accounts will need to be split since this capability does not exist in EXP. Each database is treated as a completely separate entity since, by definition, the databases are separated because they are treated as different business entities. Customer service can assist in this process by placing a request in the system to have this done within a 24-48 hour turn around.

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One Administrator

The Group Administrator role has been renamed to simply Administrator and there can be only one. This person is the only person (at any given time) that can manage the system confirmation related settings of the system. This person is also the only person that can delete data from the system. Additionally, the Administrator is the only one that can "change historical information". With regards to this later ability, there are several specific permissions that can be delegated to the Administrator Assistant roles; however, this is not recommended and should only be done after careful consideration with regards to your environment and needs.

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Preload .NET 4.5

To prepare for the conversion, you can (optionally) make sure that you have the Microsoft .NET Framework 4.5 update installed. To do so, visit Microsoft Download Center.

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Conversion Process

A RadioTraffic.com customer service person will review that Phase 1 has been completed and there are no outstanding issues or question before the move continues. Upon doing so, a final decision will be made as to when (and if) the move the EXP is going to take place and a date/time will be agreed upon.

When the day comes to actually transition to EXP, you will be working with one of our customer service staff to make the necessary adjustments. The process involves uninstalling TrafficXP, installing EXP and signing in with your existing username and password. Everyone at your organization that uses RadioTraffic.com will need to do this process.


Once done with uninstalling (RadioTraffic should no longer be showing in the list).


RadioTraffic.com will need to make some changes as well which involves doing a few setting changes, migrating your data to prepare for EXP and reviewing that everything took place as expected. This process can take anywhere from a few minutes to a few hours depending on several factors such as database size, number of databases, features, etc.

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Welcome to EXP

Overviews:

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Dashboard




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Permissions


All permissions except for Administrators have limited “reversal capabilities”; meaning, they are operating in a forward-only type of mode. Once something is approved, you’ll need to use an adjustment using another entry (normal operations) or contact your Administrator in order to “fix” any errors that occurred under extreme circumstances. In other words, all tasks/actions throughout the product are classified into two types of operations; a) normal and b) correction tasks. Normal tasks should not change historical information and Correction tasks, by definition, will. The person capable of modifying historical information (Correction tasks) should be the sole person responsible; limiting the potential confusion caused by historical information being modified across a multi-user system.

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Sales people


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Copy


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Contracts/Rotations


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Logs (Scheduling)

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Logs (Locked)


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Logs (Reconciling)


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Payments


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Reports


Table of Contents [Hide/Show]


TrafficXP to EXP
   Introduction
   Preparation
      No Windows XP
      BETA is Discontinued
      Order Approval
      Working with Copy
      Statements
      Orders as Contracts
      User Accounts
      One Administrator
      Preload .NET 4.5
   Conversion Process
   Welcome to EXP
      Dashboard
      Permissions
      Sales people
      Copy
      Contracts/Rotations
      Logs (Scheduling)
      Logs (Locked)
      Logs (Reconciling)
      Payments
      Reports