General

The web admin interface allows an administrator to manually update the MySQL data via a reported output in CSV (Comma Seperated Value) format.

Overview

  1. Get the data file from Peoplesoft, saving it locally; see below
  2. Login to the admin site; see below
  3. Upload the data file to the grants admin site; see below

How to get the data file

A CSV (comma seperated value) file is output from UMBCs Peoplesoft reporting system. You run the particular query named below and then save its output as a local CSV file.

UM_GM_OTD_CURRENT_AWARDS
  1. Login to PeopleSoft
    1. Login to myUMBC http://my.umbc.edu
    2. Click on the ‘Administration’ tab at the top of the myUMBC interface
    3. Click on Finance link underneath the PeopleSoft category. A peoplesoft login page should appear
    4. Login to the peoplesoft finance page with the same credentials as myUMBC (most likely; if those credentials do not work, contact helpdesk)
  2. Find the Query
    1. Click on Reporting Tools
    2. Click on Query Viewer underneath the Query category
    3. Click Advanced Search
    4. Change the ‘Query Name’ operator from ‘begins with’ to ‘contains’
    5. Type in all or part of the query name
      UM_GM_OTD_CURRENT_AWARDS
    6. This should return the query that you need!
  3. Run the Query
    1. Click HTML, under the column ‘Run to HTML
    2. Enter an ACTIVE DATE (ussually todays date); If you enter 1/1/2000, you will only get results from before 2000
  4. Save as CSV format
    1. You should now be viewing a html preview of the data
    2. Click CSV Text File next to the text ‘Download results in :’
    3. Save the .csv file to your local HDD with your browser
    4. Edit out all references to “NSA” in the text file; those involved with NSA projects should not be referenced as so.
  • For technical specifications of the data file, see the implementation page.
  • For technical specifications of old uploaded data files, see the implementation page.

Login

http://umbc.edu/research/grant-database/admin/

Login via the UMBC WebAuth interface that appears. Use your UMBCID and password (ussually your email user name and password) to login. Only specified users have access to the admin interface.

How to upload the data file

  1. Click on the ‘update’ link
  2. Click ‘Browse...’ and select the locally saved .csv file above
  3. Click ‘Upload File’
 
systems/grantswebview/how_to_update_data.txt · Last modified: 11.06.2006 16:35 by 130.85.181.194
 
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