Task 3.14(d): Configure RMS Transmission Settings, Hosted Environment Alternative

Purpose: Request that TraCS be enabled to create xml files to download and transmit data to your Records Management System (RMS).

Requirements: RMS capable of importing TraCS data through xml and Badger TraCS Hosted Environment

Note: Hosted Environment does not support RMS’s that extract data directly through the database

Note: Agencies should have already been set up on your initial installation of the Badger TraCS Hosted Environment.

Set Up Client Environment

Log into TraCS Configuration Manager on the agency’s computer (as yourself – Badger TraCS staff).
Set up in Communications (Log in as yourself)
1. Log into TraCS configuration
2. Transmission tab
3. Communication button
4. Check to see if the Action RMS Download is already imported if not
  1. Click Import button from Template
  2. Check No, Let me Choose
  3. Import the following actions:
    1. RMS Download
5. Check the following under RMS Download Actions:
  1. RMSDownload
    1. If agency isn't using RMS
    2. Uncheck Active
    3. Modify Destination Location Based on Worksheet #16
    4. Change Location ID on Communication Options Tab
6. Save file.
7. Complete a distribution on this machine.