Data Manager - Setup

The Data Manager makes it possible to bulk update similar records using editable grids. For example, you can query your GHG reporting emission factors and add or update values based on pre-defined criteria. Data Manager can also be used to export query details in multiple formats.  

On one side of this feature, your company’s SQL expert or your Intelex consultant creates SQL queries to expose the records you want to bulk update, with separate steps to select records in the results table and update specific fields. Access to update options and/or the individual steps can be managed with Security Roles.   

On the other side, users open the record list pages, update enabled fields, and submit their changes. There are two options for users to update records:

  • Individual new values: Users choose different values for individual records, then commit all the new values.
  • Bulk update: Users select records on the page, choose the same new value for all of them, and commit the change.

Data Manager setup should not be attempted by anyone who is not an expert in SQL statements and database management. The update/insert/delete options can corrupt your data if they’re not implemented correctly. Any changes that damage your data can lead to a time-consuming and complex backup restore that will interrupt business operations.

To use Data Manager, it must be enabled in your ACTS instance. Please contact your Intelex consultant if you want it enabled.

Data Manager update options are created under Process Codes in the Code Maintenance tables. To create an update option, you add a Process with Process Steps. You need to create these records in the following order:

  • Process Type: Users see the Process Type names on the Data Manager start page, depending on the Process Type security. The Process Type is required for the Process, so it should be created first. Example process types include: EI Data Gaps, Work Orders, or GHG Emission Factor Updates.
  • Process: Users see the Process name inside the Process Type sections on the Data Manager start page, depending on the Process security. The Process is a holder for Process Steps, so it must be created before any Process Steps.  Example processes may include: Equipment Status Update, Emission Type Update, Emission Calculation Change.
  • Process Step: Process Steps appear for users when they open a Process, depending on the Process Step security. Each Process Step has one SQL select statement and one or many Insert/Update/Delete scripts. Each process step may include one or many variable to query records, update value options, and can be enabled for different security groups.

Caution: The details in this section are not intended to completely detail how to create process step SQL. Please do not attempt this configuration if you aren’t an SQL expert.

Note: Each of the Process Code records added is available for users on the Active Date. Set this date in the future while configuring new items.

To create a Data Manager update option:

1.       At the top of Intelex, click the Node Navigator, click Tools at the bottom of the list, and then click Code Maintenance:

DataManager_code.png

2.       Find Process Codes, expand the section, and click Process Type:

DataManager_processtype.png

3.       At the bottom of the page, click the Add icon, then add the required details for the type:

Data_process_type.png

Process Type details include the following:

Field Function
Process Type Process Type is used to group processes and make it easier for users to find the process they want.
Sort Order The order in which the process type will appear for users in Data Manager.
Security Function The security groups that have access. If blank, all users will have access to the process type.
Active Date The date the process type becomes active and available for users. While you’re drafting the process type, set the active date to a time in the future.
Inactive Date The date the process type is unavailable and is hidden. When you make a process type inactive, all processes it includes are hidden. If you don’t want to use a process type anymore, it is recommended you make it inactive rather than deleting it.
Comments Any additional details you want to share with other process type administrators.
External Identifier If you’ve imported a process type, it’s assigned a unique identifier in this field.
Process Type ID The unique identifier for the process type. This number is automatically generated by ACTS and cannot be changed.
Last Modified Date A system date that identifies when the last updates were applied. This date is automatically generated by ACTS and cannot be changed.

4.       On the page menu, click the  Save icon.

5.       Next, click Process and add your process details:

Data_process.png

Process details include the following:

Field Function
Process Type Process Type is used to group processes and make it easier for users to find the process they want.
Process Name Process Name identifies the process for users.
Description Any details or important information about the process you need to record.
Sort Order The order in which the process will appear inside the Process Type.
Security Function The security groups that have access. If blank, all users will have access to the process.
Active Date The date the process becomes active and available for users. While you’re drafting the process, set the active date to a time in the future.
Inactive Date The date the process is unavailable and is hidden. If you don’t want to use a process anymore, it’s recommended you make it inactive rather than deleting it.
Comments Any additional details you want to share with other process administrators.
External Identifier If you’ve imported a process, it’s assigned a unique identifier in this field.
Process ID The unique identifier for the process. This number is automatically generated by ACTS and cannot be changed.
Last Modified Date A system date that identifies when the last updates were applied. This date is automatically generated by ACTS and cannot be changed.

  6.       On the page menu, click the   Save icon.

7.       Next, click Process Step and add your process step details:

DataManager_processstep.png

Process Step details include the following:

Field Function
Process Process identifies the process in Data Manager for users.
Step Name Step name appears at the top of the page, and identifies the step for users.
Description Any details or important information about the process step you need to record.
SQL The select statement for fields that will be available in the update option. Your Intelex consultant can give you examples of syntax on request.
SQL Parameters Filter options for the records in the update option. You must use fields included in the select statement.
Value List Options that users can apply for the update statement. You can optionally supply values, or use a select statement. You must use fields included in the select statement.
Script The SQL update statement. You must use fields included in the select statement. Options for update include Add, Update and Delete. Your Intelex consultant can give you examples of syntax on request.
Sort Order The order in which the process step will appear inside the Process.
Security Function The security groups that have access. If blank, all users will have access to the process step.
Active Date The date the process step becomes active and available for users. While you’re drafting the process step, set the active date to a time in the future.
Inactive Date The date the process step is unavailable and is hidden. If you don’t want to use a process step anymore, it’s recommended you make it inactive rather than deleting it.
External Identifier If you’ve imported a process step, it’s assigned a unique identifier in this field.
Process Step ID The unique identifier for the process step. This number is automatically generated by ACTS and cannot be changed.
Last Modified Date A system date that identifies when the last updates were applied. This date is automatically generated by ACTS and cannot be changed.

 8.       On the page menu, click the  Save icon.