EZ Importer

Details
Category: Importer Applications / Tools

Introduction

The EZ Importer, can be used at any time to import or sync configuration objects in the EZ-MES Application.  All that is needed is an Excel file (or another database or data source) wich uniquely identifies the objects and has columns for the different attributes.  Each column represents one of the attributes of the object.

The manual in PDF format: GDVML-113 EZ Importer Application

Installation and Source Code

ClickOnce Installation is used to install the executable onto your computer. 

Installation Link

Source Code is downloadable via our Repository.  A username and password is required to access this.  It is available by request only.  

Source Code Link

Importable Attributes

For the most part, any attribute that is contained on our Part Definition form can be imported from within the PD Importer Application.  As of now, the current set of importable attributes are as follows:

  • "Part Number (sPDPN)");
  • "Part Revision (sPDRN)");
  • "Part Type (sPDType)");
  • "Part Name (sPDName)");
  • "Description (sPDDescr)");
  • "Discrete (sPDbDiscrete)");
  • "Qty Unit of Measurement (sPDUnits)");
  • "Part Record Unit of Measurement (sPDPRUnits)");
  • "Receive by (sPDReceiveBy)");
  • "Qty Limit (sPDQtyLimit)");
  • "Qty Limit per unit during receiving (sPDReceiveQtyLimit)");
  • "Category Name (sPDCG_Name)");
  • "Inventory Flow Definition Number (sPDFD_Number)");
  • "Inventory Flow Definition Revision (sPDFD_Rev)");
  • "Remove From Inventory Flow Definition Number (sPDFDRemove_Number)");
  • "Remove From Inventory Flow Definition Revision (sPDFDRemove_Rev)");
  • "Part Label Format Number (sPDLblPR_Number)");
  • "Part Label Format Revision (sPDLblPR_Rev)");
  • "Root PD Number in case it is a revision (sPDRoot_Number)");
  • "Root PD Revision in case it is a revision (sPDRoot_Rev)");
  • "Part Grabber Priority (sPDiSeq)");
  • "Category (sPDCG)");
  • "Inventory Flow Definition (sPDFD)");
  • "Remove From Inventory Flow Definition (sPDFDRemove)");
  • "Part Label Format (sPDLblPR)");
  • "Root PD in case it is a revision (sPDRoot)");

Special Handling of Certain Attributes

Althought the following attributes for 'Inventory Receive Flow', 'Remove From Inventory Flow', and 'Part Label Format' are contianed in a single attribute on the Part Definition form, they must be imported differently from your Excel file.  You must specify both the Number and revision as outlined below:

Inventory Recieve Flow

  • "Inventory Flow Definition Number (sPDFD_Number)");
  • "Inventory Flow Definition Revision (sPDFD_Rev)");

Remove From Inventory Flow

  • "Remove From Inventory Flow Definition Number (sPDFDRemove_Number)");
  • "Remove From Inventory Flow Definition Revision (sPDFDRemove_Rev)");

Part Label Format

  • "Part Label Format Number (sPDLblPR_Number)");
  • "Part Label Format Revision (sPDLblPR_Rev)");

Settings Configuration

After the clickOnce installation is complete you will need to configure the Settings.  To access Settings go to >File, >Settings

PDI-Settings

  • Soap User: This is the Username you use to log into EZ-MES
  • Soap Key: This is the Passkey that is generated within EZ-MES.  If you dont have one: Generate a New PassKey
  • Web-Service URL: This is the URL used to access EZ-MES.  You will need to add the '/eazywebservice.asmx' at the end.  

Use the Test Passkey button on the upper left to verify your settings are configured correctly.  After the settings are completed successfully close this form.  You should not have to re-enter this for future uses.

PD Importer Usage

After you have completed the settings you can now begin importing your Part Definitions contained in your Excel File.  See our sample Excel File that demonstrates how it can look.  Your excel file can vary with the column headers because you will be required to match them up to the EZ-MES Attributes afteryou import the file.

Selecting file

Click the Excel Icon to Choose the file.

PDI-ImportExcelFile

Matching Column Headers

 After the file is selected and imported, you will now be tasked with matching up the Colums in Excel to the EZ-MES Attribute.  

Noticed my example has a Column that is irrelevant to EZ-MES.  This is okay, but I must select 'Ignore' from the pulldown.  Any blank fields will not allow for execution of the import.

EZPDI-ColumnMatch

Execution of Import

After the file is selected and you have the Column Headers matched up, the Execution Icon will become active.  You can now use it to run the import.  

Messages will be displayed in the Status Window.  If the import is successful, you should now log into your application and verify the results.  

EZ PD Importer Icons

Although these are subject to change, the goal will be to keep them intuitive.

EZPDI-Icons