Issue/Symptom/Question

Describe the steps needed to load Work Order information into PENTA via the Interface process

Applies To

PENTA

Golden SQL Tool

Resolution/Fix/Answer

Prerequisites:

• Client has provided a Work Order Interface spreadsheet to be loaded into PENTA
• The user loading the files has access to the SQL needed to update the Work Order tables in PENTA 

Steps to load client Work Order Interface spreadsheet into PENTA:

ESTABLISH CONNECTIVITY AND FILE NAMING CONVENTIONS

• Receive Work Order Load spreadsheet from client and save on network
• Locate Work Order Interface Load.GWF workspace file and put in same folder
• Open RDM and login to client connecting first to SSH
• Open Golden and connect to proper client database
  • Open Work Order Interface Load.GWF file within Golden and within the Interface tab note the following:
    • Login - note the User Id and Password for loading the files 
    • Process - note the INTR_RQST_ID that you named in the file needs to be unique else PENTA will fail when trying to load into PENTA - ex: WO4

_______________________________________________________________________________________________________________________________________

MATCH FILE LAYOUT ORDER AND REQUIRED FIELDS PER WORK ORDER INTERFACE TABLE

• Match the client spreadsheet tab name to tabs within Golden
  • INTR_WOMSTR_MASTER in spreadsheet
  • MASTER in workspace
• Within MASTER workspace tab, first run the script to see if any other loads have previously occurred because you need to load the file with a unique INTR_RQST_ID

• In this example, WO2 and WO3 have previously been used
  
  
• Enter in the client spreadsheet in the column called 'INTR_RQST_ID' a unique ID - one not found in the table using Golden - not WO2 or WO3 in this example
• NOTE: Confirm in the file that all the required fields are filled out. Check the Interface Guide in the Reference Manual to find the required fields for a given table
• Rearrange the client spreadsheet columns to match the columns in Golden and save spreadsheet once done
  
  

______________________________________________________________________________________________________________________________________

PROCESS TO LOAD FILE INTO TABLES

• Update the 'where' clause similar to the highlighted below replacing the 'WO4' with the name you have in the file of the INTR_RQST_ID
  • Click on the Run and Edit button highlighted below to confirm that the INTR_RQST_ID is unique - no rows should appear below
    

• • Go to the client spreadsheet and copy just the data without the header row
  • To paste click directly on the *1 field to highlight the entire row and at the top menu select 'Edit' and then 'Paste' to paste in the spreadsheet data
  • A pop-up message will appear indicating how much data in rows is to be pasted into the table - select OK
  • Once the data has been successfully copied into Golden, click on the checkered flag icon to update - see below
    
• 
  
  • Click on the Commit button below to update the table

• Repeat this process with additional client spreadsheet tabs like 'NOTES'

_______________________________________________________________________________________________________________________________________

LOAD FILES INTO PENTA

• Navigate to the INITIATE tab and change the INTR_RQST_ID to be what you used to load the files into the tables

• Now click on the Run button to run the interface process
• Click on the ERRORS tab and check for errors

___________________________________________________________________________________________________________________________________________

ERROR REVIEW AND CORRECTION PROCESS

• If there are errors, navigate back to the table tabs in Golden (MASTER or NOTES) and run the script with the proper INTR_RQST_ID to see the data that you tried to load
• Navigate to the Record_Num column within Golden and click on the button on the lower right side of the column to click-sort the rows in order
• This will help you identify the row in the file that has the error
• Correct each error in PENTA or in the file before trying to reload the data which may include removing records from the file

_____________________________________________________________________________________________________________________________________________

UPDATE FILES AND RELOAD INTO PENTA

• • Update the tabs in Golden with a unique INTR_RQST_ID
  • Update the 'where' clauses in each tab and run the script to confirm it has not beeen used before
  • Update the file with the new unused INTR_RQST_ID and save
  • Copy the file data back into Golden following the same steps as noted above
  • Update the tables with the data following the same steps as noted above
  • Navigate back to the INITIATE tab and run the script to try and load the data back into PENTA
  • Follow the same process of reviewing and correcting any errors and reloading until no errors are found
  • Log into PENTA and navigate to the Report, Monitor and Print window and confirm that PENTA did not provide an Interface Error report
  • If none were generated this process is done