Configuring EQuIS Link for Enterprise EDP

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Configuring EQuIS Link for Enterprise EDP



EQuIS Format Definition Configuration

EQuIS Link Project Templates

EQuIS Link Data Mapping



EQuIS Link allows users to load source data tables (typically an EDD) and create data mappings from the source data table to sections and fields in a specified EQuIS Format file. An EQuIS Link Project Template can be configured in EQuIS Enterprise to act as a “virtual” format using the EDP Upload Widget to process data.


Before configuring Link for use in Enterprise, you must first:

1.Create an EQuIS Link Project Template

2.Map the data from the source EDD to the desired EQuIS Format


Note: This functionality requires an active Link license.


How to configure a Link Project Template for use with a specified format in EQuIS Enterprise:


1.In Professional EDP on the Link tab with a Link Project Template loaded, select Edit from the Project ribbon. Then select Save As and save the *.link file somewhere easily accessible.

2.Zip the *.link file. By default, Enterprise will not recognize the ‘.link’ file extension, so it must be zipped in order to upload it to the database. The easiest method in Windows is to

a.Right-click the .link file

b.Hover the cursor over Send to

c.Select Compressed (zipped) folder

d.Click Save

3.Upload the zipped *.link file to the database using the Explorer Widget in Enterprise, or the Docs & Photos form in EQuIS Professional.

4.From the Administration Dashboard in Enterprise, open the Workflow Widget and create new format definition. In the new format definition, it should be using the format that the *.link project file would map the EDD to. It may help distinguish from the base format by including a part of the link remapping name in the Unique Format Name. When configured, select Save and Close.

5.In EQuIS Professional, open the tables DT_FILE and ST_CONFIG

6.In DT_FILE, find the record for the saved *.link project file and copy the DT_FILE.FILE_ID.

7.In ST_CONFIG, find the records corresponding to the Unique Format Name created in Step 4. Create a record where:

a.CONFIG_SECTION = efdManagementConfiguration

b.CONFIG_KEY = efd

c.OBJECT_TYPE = [Unique Format Name]

d.OBJECT_VALUE = LinkProjectFileID


8.Create a second record in ST_CONFIG, using the same CONFIG_SECTION, CONFIG_KEY, and OBJECT_TYP values from Step 7, adding:

a.OBJECT_VALUE = LinkSourceFileType

b.STRING_VALUE = [file type of the link source file] (this will be the expected filetype for EDDs being submitted)

9. Restart the EQuIS Workflow.




Incorrect configurations may result in the following errors in the Enterprise EDP Status widget:


In Widget:

EDD File Rejected - No Data Found

Your EDD file '' has been rejected because no valid data were found. Please make the necessary corrections before resubmitting the EDD.

CAUSE: An extra space ' ' at the end of the OBJECT_VALUE record.


EDD not processing or stuck. In the Enterprise error logs:

Error starting Agent [FileProcess]: Exception has been thrown by the target of an invocation.

System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Configuration.ConfigurationErrorsException: File management configuration not found, Can't connect to database. System.IO.InvalidDataException: End of Central Directory record could not be found.

CAUSE: A .link Link project file loaded in DT_FILE and registered in ST_CONFIG.