TABLE OF CONTENTS (for RJO Hrvyst Hedge, AGRIS Configuration AGS-8899)

Integration Overview

Transactions to be sent from RJO Hrvyst Hedge to AGRIS

1. New contracts (Purchase or Sales)

   1. Basis

   2. Hedge-To-Arrive

   3. Flat Price

   4. AutoHedge Contracts

2. Changes to a contract (or a portion of a contract)

   1. Edit contract details

   2. Price a contract (including ability to price a portion of a delivery/price schedule)

   3. Roll a contract

3. Cancel a contract

NOTE: The 4 contract types mentioned above will be a one-to-one relationship between Hrvyst Hedge and AGRIS (Basis, HTA, Flat Price, Hedge). If there are more contract types configured in AGRIS, they will not be communicated from Hrvyst Hedge.

Information requested from AGRIS by RJO Hrvyst Hedge

1. Customer Storage Balances

These requests will be for specific customers, locations, and commodities, on an on-demand basis.

Transactions to be sent to RJO Hrvyst Hedge from AGRIS

1. Name/Address Changes (When changes are made to Name, Address, Phone, Email, Active Status)

2. Hedge Transactions (Spot Contracts, Cancel Contracts, Contract Overfills)

3. Configurable by multiple Name ID Types, multiple Locations, and multiple Commodities.

NOTE: All Contracts are expected to originate, be updated and priced from Hrvyst Hedge (except for Spot Contracts). As mentioned above, the only transactions that should originate from AGRIS would be Spot Contracts, Cancel Contracts, and Contract Overfills.

The following hedge transactions that might be created by AGRIS users (or other AGRIS imports/integrations) will not be sent to Hrvyst Hedge.

• Add Contracts 

• Edit Contracts

• Delete Contracts

• Price Contracts

• Applications To Contracts (regular applications, direct-haul applications, or cross-location applications)

• Stock Transfers

• Adjustment Tickets (bin measure-up, position shrink, daily handling loss adjustments)

• Customer Vs. Stock Adjustments (adjusting the position for handling loss ticket-by-ticket)

• Manual Edit of Inventory Stock On Hand

• Sales/Invoicing of commodity items from the product invoicing module (Inventory Management System)

Basic Setup / Configuration Overview

A. AGRIS setup/configuration steps

• 1. Hrvyst Hedge Extended Option

• 2. Document Tracking

• 3. System Security/Users

• 4. Commodity setup

• 5. CFT Integration Service Setup

• 6. CFT RJO Integration Configuration

• 7. Integrating Other Name and Commodity Contract Information

Other setup/configuration steps outside of AGRIS

• RJO permissions

• Greenstone Datahub Permissions (see “Setup the RJO Hrvyst Hedge Provider“ page)

• Datahub connectivity

• Hook and test connections

A. AGRIS setup/configuration steps

1. Hrvyst Hedge Extended Option

Help, Update Extended Options

If the Extended option for RJO Hrvyst Hedge has not been installed, that is the first step. Help, Update Extended Options allows the option to become available once the updated license file has been received.

Maintenance > Dataset Maintenance > Select the Dataset > Extended Options, System Support

For this dataset, set the RJO Hrvst Hedge Extended Option (#24) = “Y”.

Open

2. Document Tracking

Utilities > Document Tracking > Name/Address Info.

Document Tracking for Name/Address Info must be turned on.

Utilities > Document Tracking > Hedge Transactions

Document Tracking for Hedge Transactions must also be turned on.

Open

3. System Security/Users

Select Customize > System Security > Insert > User Id (consider something obvious like “RJO” or “Hrv”.

Keep password simple but effective (5 digits)

Follow Security Security. Type “M” to skip down to the CFT Pkg section.

AGRIS Web Service Security

For the Administrator of the RJO Configuration, they must have access to the CFT, Communications, AGRIS Web Service menu option.

Import Contracts Security

Type “C” to skip to the GRN Pkg section.

If there are users (merchandisers) that will be creating transactions in Hrvyst Hedge, that do not currently have a User ID in AGRIS, they will need to be set up in AGRIS System Security. Each user that will be creating transactions in Hrvyst Hedge will need to have the security ability to Import Contracts.

Social Security/Federal Tax ID Security

Type “N” to skip to the NAM Pkg section.

No Social Security numbers or Tax IDs will be sent to RJO in the AGRIS/Hrvyst Hedge integration. However, the CFT Service module within your local network (explained in the next section below) will extract the Name/Address information from the AGRIS database in order to send to the hosted Greenstone Data Hub for further processing. To suppress the Social Security Number/Federal Tax ID within the interim data transformation modules, leave the security option shown below set to “No Access”. The security credentials of the user that starts the CFT service will be used for the data communication process. We suggest there should be a specific User ID set up for the RJO integration. For this User ID, set the Social Security/Federal ID security option to “No Access”. Log into AGRIS with this User ID when the CFT service is initially started (see the section below for “Monitor the RJO Integration”).

4. Commodity setup

Before configuring Hrvyst, it is very important to configure each commodity for every location that you plan to use in Hrvyst.

For each commodity, you plan to work with the Default board, Default month and Near-by month must be configured. This is very important to ensure the hedge position is updated correctly.

Ensure you have set that up in your standard processes to roll the nearby month as nessasary.

5. CFT Integration Service Setup

Explaining the Service

1. The AGRIS CFT Integration Service is a true Windows Service that is also a Web Server for communicating between AGRIS Clients and the Service via ReST API calls.

2. Within this Service we can support multiple integrations which can all be configured differently. 

   1. We have the concept of starting an individual integration process (which is a thread/task within the Windows Service)

   2. These tasks can run simultaneously and will follow the Interval settings in the CFT Integration Setup for each Extract

 Assumptions (as discussed in above sections):

• AGRIS is installed

• AGRIS.ini - Datapath must be set to use UNC paths (drive letters are not supported)

• Enable RJO Hrvyst Hedge Extended option (SYS #24)

• Review security settings

• Turn on Document Tracking for Name ID and Hedge Transactions

Configure the Service

• Logon to server with Admin rights

• Verify AGRIS runs then logout

• Open the Services Window

• Right-click on Cultura AGRIS CFT Integration Service

•  

• Change the startup type to Automatic (delayed start).  This will allow the service to start automatically after a reboot.  It also gives other dependent services a chance to start before starting itself.

• Click the Log On tab

• If this is a standalone installation then Local System Account should work fine

• If a client / server installation then choose this account and enter domain\username and password for a Services Type account.  The main point here is that when the service starts it will need full access rights to the datasets path where the data is located.  This path is specified in the CFT Integration Configuration.

• Click the apply button

• Click the general tab and click Start

• You should see Service Status Running

• When working with MSSQL databases and a Trusted Connection data source which is specified in bin\dbconnnections.config, the Account specified under the Log On Tab should have permissions to

  • create, read, write, update, delete tables within the AGRIS database and the Accelerator database

  When working with MSSQL or PSQL the account should have permissions to

  • create, read, write, update, delete files/folders within the Datasets folder and below

   

6. CFT RJO Integration Configuration

Create a new Web Service Integration

• Launch AGRIS

• CFT ->Communications ->AGRIS Web Service->AGRIS Web Service Configuration

• Add a new integration (RJO)

• The CFT integration MUST be configured in the same dataset as the live commodity system.

• Use the integration name RJO Hrvyst Hedge for the description as the Integration Name

• The Dataset Number and Data Path MUST be set to be the current dataset (or blank).

• You can leave the Dataset Number and Data Path blank as long as the current dataset has a UNC path.

• If message below Data Path shows “Blank = (a mapped drive)”, then the Data Path must be filled in with a UNC path.

• The Component Server can be left blank, or point to an AGRIS Web Service server.

• Output Option 3 with Transaction Integration 05 indicates that it is RJO Hrvyst Hedge.

• Select Next to go to the next options on the screen.

• Use CFT Service URL must be set to “Y”.

• The CFT Service URL and the Transaction URL should automatically default for you once you select OK.

  • The CFT Service URL should be http://localhost:9090/api/CftRequest (change if needed)

  • The Transaction URL (NOTE) by default is set to work with PSQL

    • http://localhost:8080/AgrisPSQL/RESTCommandWebService/ExecuteServerCommand/AgentProcessor/AgrisMessage?TransactionType=0

    • IF MSSQL please use this URL replacing local host with the correct server name. http://CULGSSQATS02:8080/AgrisSQL/RESTCommandWebService/ExecuteServerCommand/AgentProcessor/AgrisMessage?TransactionType=0

• The CFT Service is a new service installed with AGRIS, that will retrieve transactions from the AGRIS database via the AGRIS Web Service and send them to the Transaction URL (SOGE Agent).

• The Transaction URL (SOGE Agent) will then send the transactions to the hosted Greenstone Data Hub, which will send them on to RJO Hrvyst Hedge.

Turn On Each Web Service Message

• Set up the Extract Filters

  Filters can be designated by Commodity, by Name Id Type, and by Location. It is important to set up the Name Id Type filter so that only the Grain Customer information is sent to RJO Hrvyst Hedge.

   

  Select the line for Name Id Types, and then check each Name Id Type that should be able to have contracts created for them in Hrvyst Hedge.

  It is important that all growers that use MyGrower should be included in these Name Id Types as well.

  Select Continue to save your choices, and then Save/Exit to save the Extract filter.

  You can filter the Hedge Transactions that will be sent to Hrvyst Hedge by Location and by Commodity as well. If you don’t set up any filters, then transactions from all locations and all commodities will be sent to RJO Hrvyst Hedge.

   

• Configure each message (Name Id Extract and Hedge Transaction Extract)

• Select the Name ID Extract and the following screen for the Name Id Extract Configuration displays

For Name Id Extract:

• Set the Last Date/Time (to start sending new changes as of that date/time).

• Set the Status to Active (WARNING)

  • Any names that update since this date will be sent.. It is recommended to wait till you have confirmed integration success before setting the date back significantly.

  • First test should always be for today’s date and edit a name before sending all names.

• Set the Integration Interval (For real-time sending of transactions, set the interval to blank minutes)

• The only Name/Address information that will automatically be sent to Hrvyst Hedge will be Name Id, Name, Address Line 1, Address Line 2, City, State, Zip, Country, Phone Number, Active Status.

• If you want the customer’s Email address to also be sent to Hrvyst Hedge, set Contact Detail = “Y”.

• For all other detail options, leave them set to “N”.

• Select OK to save your settings.

For Hedge Transaction Extract:

• Set the Last Date/Time (to start sending new changes as of that date/time). Set the starting date/time to be right now. Do not backdate this date!!!!!!!!

  • Past transactions will fail when sending to Hrvyst

  • It will tie up processing until complete

  • It will slow processing for others

  • You can't stop it sending if you start (it will send them all)

  • Past transactions don’t add value

  • You just made the implementation take alot longer if sending past transactions to Hrvyst,

• Set the Integration Interval (For real-time sending of transactions, set the interval to blank minutes)

• Set the Status to Active

• The Hedge Transactions that will be sent to Hrvyst Hedge will be Spot Contract applications, Cancel Contract transactions (under-fills), and over-filled contracts when they become priced.

• Select OK to save your settings.

7. Integrating Other Name and Commodity Contract Information

Because of the flexibility of the AGRIS Name and Commodity Contract module capabilities, you may want or require other AGRIS information to flow through the Hrvyst integration. You may modify Imports for this. Please see the Import Process - Overview, Steps, Layouts, Modifier instructions HERE.

The steps below may help you gain a better understanding of what other information you may wish to integrate.

Name/Address - Code Descriptions

Navigation: Packages > Name/Address System > Setup Information > Code Descriptions

Commodity - Contract Infromation

Navigation: Packages > Commodity Management System > Setup Information > Contract Information

Note that this is “Screen #1 of 6”. You may wish to include information from other screens.

8. Import modify the configuration.

Set the import modify feature to support unique info from the hrvyst system.

*Note all configurations below will drive the same value in AGRIS.. if a specific value is needed for some fields on a contract vs a different value for other contracts when interfacing with RJO hrvyst… contact your RJO representative for additional instruction.

1. Navigate to Maintenance>Import Maintenace>Insert, to add new import

   1. Name the import RJO Hrvyst Hedge (note as discussed in step 6 it must be RJO Hrvyst Hedge)

2. Contract Header details

   1. Contract Signed status - Force to “N”

   2. Transporation mode - Set to “T” if this is the expected contract type for all contracts.

3. Contract Schedule details - custom field configuration.

   1. Determine what transaction code should be used to identify that the contract originated in RJO Hrvyst

   2. Configure any remaining schedule configuration for “ALL” contract schedule required fields that would be the same for all contracts.

4. Contract schedule details - standard field configuration

   1. Board name

   2. Signed

   3. Transport mode

5. Import Maintenance screen Import Path & File Names should be left as defaulted in.

9. Import the reports/widgets to manage the Hrvyst Interface

Import and configure the widget to manage the status from AGRIS, GDH and RJO hrvyst system.

1. Download the attached zip

   1. Send the following to the customer

   2.  

Open

1. Extract to the AGRIS/Support/CFT folder on the AGRIS database server.

2. Import using the Transfer reports and forms

3. Enable the reports for the user who is managing as a Dashboard widget.

Click https://culturatech.atlassian.net/wiki/x/NwBaY for instructions on

• How to Monitor the Hryvst Integration

• How to Balance the Position between AGRIS and Hrvyst

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