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

Open

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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

Open

• 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
  
  

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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

    Open

    

Open

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

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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

Open

• Now click on the Run button to run the interface process

• Click on the ERRORS tab and check for errors

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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

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UPDATE FILES AND RELOAD INTO PENTA