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Add EQuIS Format File

Add Format Files to Server

Add Format Files to Database

Update Existing Database Stored Format Files

Update Enterprise to Use Format Files

 

Enterprise supports multiple EDP formats. This article explains how to add formats to the EDP EDD Upload Widget. If the user has proper permissions to the server and the database, setting up EDP formats for use is a two-step process:

1. Add EQuIS Format File to the Server or Database.

2. Update Enterprise to Use Format Files

 

Add EQuIS Format File

 

EQuIS Format files can either be added to the Server or Database.

 

 

Add Format Files to Server

 

For standard installations, the server administrator can add the format files within the Enterprise 7 directory by adding a folder called Formats, if it does not already exist (e.g., C:\Program Files\EarthSoft\Enterprise7\Formats\EarthSoft). Using this structure will allow the application pool identity to have the same access to the formats folder as it does to the Enterprise 7 directory. If another directory is chosen, the folder permissions will need to be updated on the Format folder so that the IIS Application Pool Identity account has proper access to read and execute as well as list directory contents permissions on that folder.

 

The STRING_VALUE in the ST_CONFIG table will need to be updated with the Format path.

 

Add Format Files to Database

 

The zipped (*.zip) format file can be uploaded to the DT_FILE table using the:

•Explorer Widget in Enterprise (FILE_ID obtained by hovering the cursor over the file name. This displays the download link in the bottom left corner of your browser. The FILE_ID is the number at the end of the link.) or

•Docs and Photos Form in Professional (FILE_ID obtained from DT_FILE.FILE_ID).  

 

The FILE_ID is used to populate 'XSD File Name Path or File ID' in the Workflow Widget or in ST_CONFIG.STRING_VALUE (step 2 below).

 

Roles or Users will need Viewer Permission on the file itself or the Files object type through the Permissions Grid in order to have access to the format in the EDP EDD Upload Widget.

 

Update Existing Database Stored Format Files

 

If the format files already exist in the database but the format needs to be updated, this can be done by using the File Explorer widget in Enterprise or by using the Blobber Form in Professional:

•File Explorer widget in Enterprise

•Blobber Form in Professional (select the Update button and the FILE_ID obtained from DT_FILE.FILE_ID)

 

Update Enterprise to Use Format Files

 

 

When the Schema is created, Enterprise is configured with three sets of records in the ST_CONFIG table for three standard EQuIS formats: EFWEDD, EQEDD, and EQEDD_v2. Various default configuration settings have been applied for these formats and Enterprise workflow service agents; these should be reviewed and modified to meet user needs. The default commit type is Insert and Update.

 

 

It is recommended that administrators use the Workflow Widget to modify or add new format files. Alternatively, if a user has permission to edit ST_CONFIG, they can follow the steps below to enter the records directly in ST_CONFIG:

1.Login to Professional and open the ST_CONFIG table.

2.Add a row and input the following details:
CONFIG_SECTION = efdManagementConfiguration
CONFIG_KEY = efd
OBJECT_TYPE = [format name] (e.g., EFWEDD, EQEDD, or EQEDD_v2). The name of the format in OBJECT_TYPE cannot include (.) periods.
OBJECT_VALUE = xsdFileName
STRING_VALUE =

a.If the format has been added to the Server, STRING_VALUE = the directory where it was loaded (e.g., D:/home/Formats/EarthSoft/EZEDD.zip).

b.If the format has been added to the database, STRING_VALUE = [DT_FILE.FILE_ID]  (e.g., 156478) .

3.Add another row with the same CONFIG_SECTION, CONFIG_KEY, OBJECT_TYPE and:
OBJECT_VALUE = commitType
STRING_VALUE = [commitType]. See EQuIS Format Definition Configuration for descriptions of the possible commitTypes.

4.Add another row with the same CONFIG_SECTION, CONFIG_KEY, OBJECT_TYPE and:
OBJECT_VALUE = acceptWarnings
STRING_VALUE = True or False

5.Optional setting. This record is not necessary for the other formats. The default format for the Enterprise instance should have a fourth row, with the same CONFIG_SECTION, CONFIG_KEY, OBJECT_TYPE and:
OBJECT_VALUE = isDefault
STRING_VALUE = True

6.Click Save.  Click Refresh and see if new entries were added.

 

See the EQuIS Format Definition Management chapter and associated articles for more details on the ST_CONFIG table settings.