EDP EDD Upload Widget
Copyright © 2018 EarthSoft, Inc • Modified: 12 Dec 2018
This article explains how to upload an EDD to Enterprise EDP using the EDP EDD Upload widget. The widget also provides for download of format files, reference value files (.rvf), a blank EDD file, and an EDD description file for all registered formats by clicking on the icons or the format file name. The reference value file downloaded is not a live connection to the database reference values. The EDP EDD Upload widget pulls the static .rvf file stored in the format.zip file itself.
Note: When utilizing a custom format and the reference values are updated, remember to update the static .rvf file stored within the Format.zip file used for Enterprise EDP (typically found in the \EarthSoft\Enterprise7\Formats folder).
To upload an EDD for processing, the user must have the following permissions:
•EDD Creator permission to download or upload a file.
•EDD Creator permission to generate a User Certificate.
•Editor permission on the target facility (required for New EDD submittals).
To upload an EDD through the EDP EDD Upload widget, follow these steps:
1.Select a Facility in the Facility Chooser at the top of the dashboard.
2.Select a Format in the Format drop-down menu at the bottom of the widget.
3.Select the EDD to upload by browsing to the file or by dragging and dropping it.
4.An Upload Box will appear. This box displays the name, size and status of the file being uploaded. Click the Upload button.
5.If the file is successfully uploaded, the Upload Box will display a white check mark within a green circle under the Status column. Select the Close button to exit this box.
The EDP EDD Upload widget no longer requires EDDs to be packaged in a .zip archive (although zipped EDDs may still be uploaded). The EDP EDD Upload widget will package Excel or flat text files with a user certificate and name them according to the naming convention outlined in the EDD Package Naming Convention article. The final EDD name needs to use the naming convention of <unique ID>.<facility code>.<format name>.zip for it to pass the file validation process. If the file name does not contain the facility code, format name, or user certificate, they will automatically be added when uploading through the EDP EDD Upload widget. If the facility code is missing from the file name, the format name must also be missing for the facility code to be added.
The format has to have the settings in the ST_CONFIG table for the EDP format and work folder to be accessible through this widget. Optionally, the commit type and whether or not warnings are accepted can be set. By default, warnings are not accepted, and the default commit type is Update (meaning Insert and Update).
The EDP EDD Upload widget has no specific properties. To change the title or color of this widget, open the Widget Editor by selecting the More Options icon in the upper right corner of the widget to display the drop-down menu and then select the Edit menu option.
Widget Title – By default, the widget title is EDP EDD Upload. The title can be modified.
Widget Color – The color of the widget can be changed using the Change Widget Themeicon to the left of the widget title.
Cancel – Select the Close without Saving button to exit the Widget Editor without saving changes.
Save – Changes will be applied to the widget by clicking on the Save button. The Widget Editor screen will close after the save operation is complete.