Using Collect with EQuIS 6.x Databases

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Using Collect with EQuIS 6.x Databases

EQuIS Collect was designed for use with EQuIS 7. To leverage the field data collection capabilities of EQuIS Collect with existing EQuIS version 6.x systems, an option has been incorporated to push an EDD generated by Collect to a remote EQuIS 6 Enterprise server. This option is extremely useful for EQuIS 6.x clients who do not want to migrate production database(s) to EQuIS 7, but who want to use EQuIS Collect in the field.

 

Implementation of this option requires an EQuIS 7 database with the ST_CONFIG table setup to automatically push the EDDs to the EQuIS 6.x database. The EQuIS 7 Enterprise site is also used to construct the Collect forms and assign appropriate roles and permissions for the Collect Mobile app.

 

Note: Both the EQuIS 6.x database and the EQuIS 7 database must contain the facility with the same facility code (i.e., the facility code for the Collect EDD must match a facility on the remote site). The remote EQuIS 6 Enterprise server must also have the format that was used to create the Collect EDD. The user submitting the EDD must also exist on the EQuIS 6.x database.

 

 

EQuIS 7 ST_CONFIG Table Setup

 

The ST_CONFIG table can be setup in two ways: One for remote connection and one for file transfer protocol (FTP). A remote connection setup is preferred.

 

Remote Connection Setup

 

To setup a remote connection, two records are used in the ST_CONFIG table. The record for the “Connection String” is required. A record for the “Data Provider” can be included but is not required. If a data provider is not specified, the system will default to SQLConnection or OracleConnection.

 

Connection String (required)

Field Name

Value

CONFIG_SECTION

EQuIS_Collect

CONFIG_KEY

EDP_SEND

OBJECT_TYPE

String

OBJECT_VALUE

RemoteConnectionString

STRING_VALUE

[encrypted connection string]

 

Data Provider (not required)

Field Name

Value

CONFIG_SECTION

EQuIS_Collect

CONFIG_KEY

EDP_SEND

OBJECT_TYPE

String

OBJECT_VALUE

Provider

STRING_VALUE

[SQLConnection or OracleConnection]

 

Col-ST_CONFIG-Push to v6.6

 

FTP Setup

 

Use of FTP will require four records in the ST_CONFIG table; one record for each of the following: (1) the FTP URL, (2) the FTP folder, (3) the username, and (4) the encrypted password.

 

FTP URL

Field Name

Value

CONFIG_SECTION

EQuIS_Collect

CONFIG_KEY

EDP_SEND

OBJECT_TYPE

String

OBJECT_VALUE

URL

STRING_VALUE

[ftp url (ftp://....)]

 

FTP Folder

Field Name

Value

CONFIG_SECTION

EQuIS_Collect

CONFIG_KEY

EDP_SEND

OBJECT_TYPE

String

OBJECT_VALUE

FtpRemoteFolder

STRING_VALUE

[path to the folder]

 

Username

Field Name

Value

CONFIG_SECTION

EQuIS_Collect

CONFIG_KEY

EDP_SEND

OBJECT_TYPE

String

OBJECT_VALUE

Username

STRING_VALUE

[username]

 

Password

Field Name

Value

CONFIG_SECTION

EQuIS_Collect

CONFIG_KEY

EDP_SEND

OBJECT_TYPE

String

OBJECT_VALUE

Password

STRING_VALUE

[encrypted password]

 

 

Create Forms to Use Remote Site

 

When creating forms in the Form Template Layout window on the Form Builder page in Collect Enterprise, an Automatically PushForm to Remote EDP checkbox will be enabled if the ST_CONFIG table is setup appropriately. Select this checkbox for all forms that will push data to the remote Enterprise 6.x site.

 

Col-Form-Remote EDP Example

 

Tracking Status of Collect EDDs

 

When forms set to push EDDs to a remote site upload EDDs from the Collect Mobile app to EDP, their upload status is not tracked on the Forms page of the EQuIS 7 Enterprise site. Users can monitor the upload status using the EDP EDD Status widget on the Enterprise 6.x site. The following images illustrate the data collection and upload process.

 

Complete data entry on form using the Collect Mobile app. Upload the EDD.

Col-Form-Remote EDP Example-Mobile

Col-Form-Remote EDP Example-Mobile2

 

The Collect EDD will appear on the Forms page in Collect Enterprise, but the status box will not display green to indicate successful upload.

Col-Form-Remote EDP Status 7

 

On the EQuIS 6.x dashboard, the Collect EDD will appear in the EDP EDD Status widget. The EDD is automatically signed and submitted from the Collect Mobile app. The zip file will have a unique filename that includes the date and time of submittal, the facility ID, and the format used to create the EDD.

Col-Form-Remote EDP Status 6 highlight