RM Cloud Service Delivery can assist you with your MIS Sync installation. For further information, please speak to your Sales representative on 01235 645 316 or email getintouch@rm.com, quoting this article.

The local install of Groupcall Xporter (called Xporter Bespoke) available in this article supports local and cloud-based (hosted) versions of SIMS (inc SIMS Connected), iSAMS by IRIS, WCBS (on-premise), Bromcom and Facility CMIS.

Remaining MISs are only supported via the Groupcall XE product, which does not require a local software installation. Those MISs are: Arbor, Scholarpack, Juniper Horizons, and IRIS Ed:Gen. For more information, please see the Other Useful Articles section below.

Support may be extended to other MIS systems in the future. Please contact the RM Cloud Support team for further information on your specific MIS.

Before downloading and installing the Groupcall Xporter software you must complete step 1 and step 2 on the MIS Sync Settings page of the RM Unify Management Console and click Save. Without completing these steps the RM Unify database will not be configured to receive MIS data from your site.

You must ensure that your server clock time is correct, as a clock skew of +/- five minutes will cause the Groupcall Xporter to error and fail when it attempts to upload extracted data.

• In Microsoft Edge:
1. Right-click the disk icon for the RMUnify_GroupcallXporter4_Setup.exe file and select 'Open link in new tab'.
2. In the dialog box that appears at the bottom of the screen, click the arrow alongside Save and select 'Save as'. The Save As window is displayed and prompts for a location to save the download to, browse to the folder where you want to save it and click Save.
3. Go to the location where you have saved the file and open it.
• In Google Chrome:
1. Right-click the disk icon for the RMUnify_GroupcallXporter4_Setup.exe file and select 'Save link as'.
2. When the Save As window is displayed and prompts for a location to save the download to, browse to the folder where you want to save it and click Save.
3. When the download has finished and appears at the bottom of the screen, click the arrow alongside it and select Open.

Proceed to the Installation Instructions section below to install this software on to your MIS server or other server.

Note: If you already have Groupcall Xporter installed, you must stop the service before following the installation instructions. The service will restart automatically.

1. Log on to the server as a Windows® administrator user (for SIMS, this will be your local MIS server, or the server you use to connect to cloud-based SIMS. For other cloud-based MIS this could be any server.)
2. Click Start, All Programs, Administrative Tool, Services.
3. Right-click the Groupcall Xporter service and select Stop.
4. When the service has stopped, close the Services window.

1. Download Groupcall Xporter as described above.
2. Log on to the server as a Windows administrator user. (For SIMS this will be your local MIS server, or the server you use to connect to cloud-based SIMS. For other cloud-based MIS this could be any server.)
3. Copy the RMUnify_GroupcallXporter4_Setup.exe file to a convenient location (for example, C:\temp).
4. Double-click the file to launch the installation wizard.
5. Click Next.
6. Enter your registration code. This is the Groupcall Xporter registration code generated on the RM Unify MIS Sync Settings window as shown in the image below.

Image showing the RM Unify MIS Sync Settings window

7. Click Next.
8. Click Install.
9. Entering contact details for Groupcall on the Technical Contact Details window is optional, so you can leave this window blank and click Next.
10. Select your MIS, click Next, Install.
11. At the next screen, enter the appropriate details for your MIS.
    Note: Please refer to the 'How to configure the Groupcall Xporter' article relevant to your MIS in the Other Useful Articles section below.
12. On the School Details window, your school details should be automatically populated from your MIS. Joining the Local Authority Code and the Establishment Code should give the Organisation Code as shown in the image below. For example, 000 + 1005 = 0001005, i.e. <LA Code> + <Establishment Code> = <Organisation Code>. 

Image showing the Local Authority Code, Establishment Code and Organisation Code fields

13. When the Post Install Checks are complete, click Next.

Image showing the Post Install Checks

14. Click Finish.

The Xporter Management Console will provide more information about any issues synchronising your MIS data with RM Unify.

1. On your MIS server, double-click the icon on the desktop for Xporter Management Console.
2. In the left-hand pane, expand the tree and select Jobs.
3. Two jobs should be created during the Xporter installation:
   • Dashboard-Heartbeat.
   • Unify-Data.

Image showing the two jobs created during the Xporter installation

4. Select Log to view the Xporter log file, which will provide more information to help with diagnosing issues.

Please note: After linking your RM Unify user accounts to their MIS records, the Staff users' display names will be updated to the format type Mr A Brown, Mrs B Cole, etc. which will replicate to all connected apps, such as Microsoft 365 and Google. Staff do have the ability to edit their own display names when logged on to RM Unify. Please see TEC5730647 in the Other Useful Articles section below.

Once Groupcall Xporter has been installed, you must proceed with a number of final steps to complete the setup and configuration of RM Unify MIS Sync.

For 'Link mode', the full steps can be found in TEC7674490 from the Other Useful Articles section below.

The RMUnify-Data job automatically runs once in the evening and uploads new and changed user data to RM Unify. This schedule cannot be changed, however if you have an ad-hoc need to run the RMUnify-Data job immediately:

1. On the server now hosting Groupcall Xporter, double-click the icon on the desktop for Xporter Management Console.
2. In the left-hand pane, expand the tree and select Jobs.
3. Right-click the RMUnify-Data job and click Run Job Now.
4. Click Yes to confirm you want to run the job now.