Overview

Reference Files & Folder Setup

NOTE: This document assumes you have already installed the latest version of the EDM software and are ready to setup your first EDM Project.

Files to Download

• Sample Work Order
  Filename: Sample Work Order.eform
  URL: https://files.field2base.com/Sample%20Work%20Order.eform
• Sample CSV File
  Filename: Sample EDM CSV File.csv
  URL: https://files.field2base.com/Sample%20EDM%20CSV%20File.csv

Save the Form in the Local Folder

You will need to save the Sample Form to your local Drive for use in this walkthrough:

• Save the Sample Work Order to the My Forms folder (or My Documents if Forms Designer is not installed)

Set Up Dispatches Folder

Here you will need to create a new folder on your hard drive for generating Dispatches based upon CSV files dropped into this folder by this walkthrough:

• Create a folder named “Form Dispatches” on the Local (C:) Drive
  

Load the Sample Work Order Form

1. Go to the Enterprise Dispatch Module Program Folder in the Start Menu
   
2. Open the EDM Project Manager
   
3. Go to the File menu
   
4. Select Load Forms
   
   
5. Select the Form using the Windows Explorer Browser
   

Create the Sample Enterprise Dispatch Module Project

1. The Project Manager will open with No Project Loaded
   
   
2. Go to the File Menu
   
3. Select New
   

Load the eForm for the Sample Project

1. The Open Form screen will appear
   
2. Select the Sample Work Order.eform
   
3. Click the Open Button
   

Configure the CSV Properties for the Project

1. Click the CSV button in the top left to open the CSV Properties screen 
   
   
2. Click the Browse button or type in a file path into the File Input Directory entry box
   
   
3. Browse to the Form Dispatches folder created earlier (C:\Form Dispatches)
   
   
4. Click the OK button
   
   
5. To confirm that the EDM is seeing the headers correctly, click the Load Sample button
   
   
6. Make sure to check the First Row Contains Headers checkbox. This setting tells the EDM that the CSV you are about to load contains its Headers in the first row of the file.
   
7. Select the CSV Sample File using the Windows Explorer Browser
   
   
8. Click the Open button
   
9. The Columns section should now look like the following:     
   

  

Mapping Regions Using the Drag and Drop System

1. Click on a Column in the Mapping Window and hold your Mouse Down to select the Column
   
2. Drag the Column with your Mouse on to the Region in the Form Viewing Window
   
   
3. Release your Mouse button when the Region becomes highlighted to complete the Mapping
   
4. Repeat this Column-Region mapping process using the following pairs:
   
1. WorkOrderNumber – WorkOrderNumber Region
   
2. Performed By – WorkPerformedBy Region
   
3. CompanyName – CompanyName Region
   
4. ContactName – ContactName Region
   
5. Address – Address Region
   
6. City – City Region
   
7. State – State Region
   
8. ZIP – ZIP Region
   
9. PhoneNumber – PhoneNumber Region
5. At the conclusion, you should see a the Mappings setup like below:
   

 

NOTE: Once a Mapping has been made, scrolling over the Region or the Column will display what the Current Mapping is and allows the Mapping to be removed using the X next to the association (as shown in the above screenshot).

User Assignment

1. Drag the Performed By Column from the Mapping Window onto the User Assignment Icon
   
   

NOTE: If a User Assignment to Column mapping has been done, then a checkmark will appear on the icon and when scrolled over, the Mapping will be displayed.

Setting the Work Order Title

1. Drag the CompanyName Column from the Mapping Window onto the Work Order Title Icon
   
   

NOTE: If a Work Order Title has been defined, then a checkmark will appear on the icon. The Work Order Title textbox will show exactly what column(s) will be used to define the Work Order Title.

Enabling and Saving the Project

1. Save the Project by clicking the File Button, then clicking the Save button.
   
   
2. Next, enable your project by clicking the Project Disabled button.
   
   
3. This should toggle the Project to an Enabled state, as shown below.
   
   
4. Enabling the Project means that this Project will be loaded the next time the EDM Service is started or restarted.
   
5. Go to the File Menu
   
6. Click the Save button
   

Set Up Users with the EDM Administrator Utility

2. Navigate to the Users tab

3. Click the Sync button in the lower right of the Users Manager tab

NOTE: While you are syncing Users, it may look like the EDM Admin stopped responding. This is normal and the screen will be updated momentarily.

Once the Sync is completed the Users section will have a populated table:

6. Once you have entered each Username/UserId click the Save Button to save the changes.

7. The table will now show the updated User Mapping just completed

Note: Each row in the sample CSV file signifies a single Work Order Dispatch. Because we're using the Performed By column in the CSV to dictate User Assignment, be sure that the User Id in the Performed By column matches the UserIds for each User in the Users section of the EDM Admin.

Starting the Service and Dispatching Work Orders

1. In the already opened EDM Admin, navigate to the Service Manager tab
   
   
2. Click the Start Button.
   
3. Copy the CSV File (Sample EDM CSV File.csv) into the Input Folder (C:\Form Dispatches)

1. Open the EDM Administrator
   
2. Click on the Logs section
   

1. 08/24 05:22:15.20 PM -4 Info : EDM Service Started
2. 08/24 05:22:15.53 PM -4 Info : Loaded project Sample Work Order.
3. 08/24 05:22:15.58 PM -4 Info : Begin scheduled project thread
4. 08/24 05:22:15.61 PM -4 Info : Exiting scheduler thread because there are no projects that use scheduling.
5. 08/24 05:22:15.67 PM -4 Info : Begin retry thread
6. 08/24 05:23:15.44 PM -4 Info : Received PreFill Test Co.
7. 08/24 05:23:15.70 PM -4 Info : Assigned ID 1
8. 08/24 05:23:17.78 PM -4 Info : PreFill submitted successfully | PreFill Key: 045db7fb-586e-4862-8957-249c89e7d0a5

Check the Queue section to verify that the Work Order(s) sent is being or has been processed.