EDP EDD Upload Widget

<< Click to Display Table of Contents >>

Navigation:  Enterprise > Widgets > Enterprise EDP Widgets >

EDP EDD Upload Widget

This article explains how to upload an EDD to Enterprise EDP using the EDP EDD Upload widget. The widget can be viewed on the standard EDP dashboard or can be added to a user dashboard.

 

Any registered format files will be displayed in the EDP EDD Upload widget. Enterprise EDP format registration consists of a set of records in the ST_CONFIG table for each registered format name (see efdManagementConfiguration.EFD for more details). Formats can be registered and managed using the Workflow widget. The EDP EDD Upload widget also provides for download of format files, reference value files (.rvf), blank EDD files, and EDD description files for all registered formats by clicking on the icons or the format file name.

Ent-EDP_EDD_Upload_Widget

 

Note: EQuIS formats are cached for performance purposes on application startup. Format cache can be refreshed by appending query string action=reloadformats to the site URL by an administrator user.

 

 

EDD Upload

 

To upload an EDD for processing, the user must have the following permissions:

Creator permission on the EDD object type.

Editor permission on the target facility.

 

To upload an EDD through the EDP EDD Upload widget, follow these steps:

1.Select the target 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.

Ent-EDD_Upload_Widget-Upload_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).

 

Note: The EDD will be encrypted using HTTPS if EQuIS Enterprise is configured to use HTTPS, which is highly recommended. (All EOL sites use HTTPS with TLS 1.2).

 

 

Create Reference Value File and Other EDD Specification Files

 

The reference value file, the blank EDD template file, and the EDD description file provide the necessary EQuIS database specifications to ensure proper upload of data for a specific format.  

 

Reference Value File

EDDs should always be created and uploaded using the most recent reference values.

 

Complete the following steps to download a reference value file.

1.From the EDD Formats listed on the EDP EDD Upload widget, find the desired format and click on the Enteprise_EDP_EDD_Upload_Widget_RVF_Icon icon under the Reference Values (*.rvf) column in that row.

2.Save the prompted file to download the reference values associated with the selected format.

 

Note: This Enterprise option enables access for non-Professional users. The RVF downloaded from the EDP EDD Upload widget is generated live from the database reference values.

 

 

Blank EDD File

The blank EDD tool creates an empty Microsoft Excel template that follows the format file’s specific layout for data entry. The Excel file contains the format columns and field types, along with the color-coding as displayed in EDP to indicate required fields, primary keys, and look-up values. Separate worksheets are named for each section of the format file.

 

Complete the following steps to download a blank EDD file.

1.From the EDD formats listed on the EDP EDD Upload widget, find the desired format and and click on the Ent-Excel.icon icon under Blank EDD Template column in that row. Holding down the SHIFT key will export a blank EDD that includes the valid values as drop-down lists and holding down the CTRL key will export a blank EDD that includes the parent values within a drop-down list.

2.Select the desired file folder and name the file as desired. By default, the blank EDD file will be named after the EDD format (e.g., EQEDD.xls).

3.Save the prompted file to download the blank EDD Excel file.

 

EDD Description File

The EDD Description tool defines the specifications of the format. Information about the selected format file is exported to a Microsoft Excel spreadsheet, including whether a field is a primary key (i.e., required), data type, related look-up tables, and EQuIS Schema mapping. The description file includes a separate worksheet detailing each section of the EDD format file.

 

Complete the following steps to download an EDD description file.

1.From the EDD formats listed on the EDP EDD Upload widget, find the desired format and and click on the Ent-Excel.icon icon under EDD Description column in that row.

2.Select the desired file folder and name the file as desired. By default, the EDD description file will be named after the EDD format (e.g., EQEDD.xls), similar to the blank EDD template file. Change the file name of the EDD description to avoid saving over the blank EDD template file.

3.Save the prompted file to download the EDD description Excel file.

 

 

Widget Properties

 

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 Ent-More_Options-Icon icon in the upper right corner of the widget to display the drop-down menu and then select the Edit menu option.

Ent-EDP_EDD_Upload-Widget_Editor

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 ThemeEnt-Theme_Color_Iconicon to the left of the widget title.

Acknowledgement Text – Text area where a user can enter a message to be displayed on the widget surface. This message is limited to 1,000 characters and will be displayed as a check box label. This check box must be clicked to enable the Format selection drop-down (see image below). If no text is entered, the check box will not be displayed.

Ent-EDP_EDD_Upload-Widget-Check_Box

Widget Object Editor – To set various appearance properties of the widget, select the Object Editor Ent-Dashboard_Properties icon in the widget header to open the Widget Object Editor. See the Widget Editor article for more details.

Help – The Help Ent-Help-Icon button connects to the online documentation related to the specific widget.

Cancel – Select the Close without Saving Ent-Close_icon button to exit the Widget Editor without saving changes.

Save – Changes will be applied to the widget by clicking on the Save Ent-Widget_Save-Icon button. The Widget Editor screen will close after the save operation is complete.