ERDMS User Manual
Contents
1. 4 PEPEE OUND E ds psc cles este ot dese PE eas asian H HU 4 eo COOH CREER eee nee eT E E eee eee E E ee eee en ee 5 Z0 HOT E O EE a EE T 2 5 Enter data new mutations sasesccinicssesonicuicavncitesitcariiensetinaccsmaxneupecduasedaowassasnunabiwnlseadhanueesieces 8 2 6 Search for and edit existing reference data cccccccccecccececeeeceeeseecceeeceeeeeseneeeaeeeaes 10 2 Requesting mutations cuscucssdsos enitn ntt putet Pa ed orte ns dee btts qdbsmenidetural ut Lieu coque acie da iat ede 14 2 8 Import amp export mutations cusecudcues taecikku ntu dab VORK ERI PRASHa MON NEG QU p sud irt Po ueque a On MERE bMS 17 2 9 Reguesting a Master PINE mmm 19 SO EO a E mm 20 Appendix I Reference data types cccccsccceeceeeeeeeeneeeeeenseeeceeseneceeeoeeensceesenseaeseesonesensonens 21 R LO La D NITET TO ONT 21 SRG Ro GOGUS ec a ane eee m E 23 SRS ADNR COES NR ir ee T EOE NN 24 SRS Contdiner his c NR T T 26 SRo mina Mime iit cmm 27 Be Se EA em 28 Be Te i a Vn MENT RRRRR M 29 European Reference Data Management Service ERDMS Usermanual Page 2 amp splatina 1 INTRODUCTION 1 1 General This user manual describes the use of the European Reference Data Management Service the User role The user of the application is the responsible reference data representative for ERI in each country i e the person who enters and requests the mutations on the reference data used in ER2. eeOLOLING platform for the implementation of NAIADES European Reference Data Management Service ERDMS Usermanual Grant Agreement TREN FP7 TR 218362 Sub workpackage SWP 5 2 D 14 and D 15 Author RWS Version date 2011 03 21 PLATINA is funded by the European Union DG TREN under the 7th Framework Programme for RTD E amp splatina Document history Document Comments changes compared to Authorised by version date previous version 21 03 2011 Document updated en restyled Authors of the document Responsible organisation Principal author DISCLAIMER PLATINA is funded by the Directorate General on Energy and Transport of the European Commission under the 7th Framework Programme for Research and Technological Development The views expressed in the working papers deliverables and reports are those of the project consortium partners These views have not been adopted or approved by the Commission and should not be relied upon as a statement of the Commission s or its services views The European Commission does not guarantee the accuracy of the data included in the working papers and reports nor does it accept responsibility for any use made thereof European Reference Data Management Service ERDMS Usermanual Page 1 amp splatino Contents UM iyiigerelireinro DRE TR PESE 3 k q r MERETUR 3 PAE E a e E EE E E PE A E T E A P A E A PRE E acpi cd rte tp visite ge
3. FW code 102K KM code 0009 Terminal code KHBR Terminal type Quay from to Lat Lon googlemaps 51 88000000 4 30000000 Name LOCAL Terminal name LOCAL Erased g o save mutation 115 v Figure 8 Edit existing reference data Here you can adjust the updated properties of the reference data record After entering the updated data click the save mutation button to save a mutation resulting in a so called change mutation request for that record Reftool will return to your homepage where the mutation is added to the New mutations table European Reference Data Management Service ERDMS Usermanual Page 11 amp splatina gt f a record is to be deleted just check the Erased checkbox and click save mutation Paragraph 2 7 of this manual describes how mutations can be edited and requested send to the data manager Copy existing reference data add new records Sometimes it s more efficient to copy an existing record in stead of inserting a new blank mutation To do so click the Copy button C which is located in front of each record in the search results table see Figure 7 Search results After clicking the Copy button the editor screen appears c SIEESEEDTTTWIEDHIEPTTS T One x fh m gt 7 g amp v Pagev Safetyv Tools v e logged in as bartu user srs location editor logout RIS code SRS code LO code FW code
4. import files After mutations are available select the ones you want to export Copy the result into a text file using notepad and save it as an csv file this can be opened with Excel or Access The import function can be reached via the Import button that is located on the home page European Reference Data Management Service ERDMS Usermanual Page 17 amp splatina A http reftool risexp O BS X e reftool user import x m a fe 21 vy Pagev Safetyy Tools e logged in as bartu user Import mutations logout reftype srs location x separator amp skip header csv file import mutations Q115 Figure 15 Import bulk mutations To import mutations it is necessary to configure the following fields e Reference type e Separator e Skip header e CSV file name and location When filling in the csv file field the desired file can be selected using the browse function The name of the selected document is displayed in the csv file field Click on the import mutations button to import the mutations If the import process is completed without errors the system automatically reopens the homepage where the imported mutation is displayed in the new mutations list A message is displayed if an error occurs during the import process European Reference Data Management Service ERDMS Usermanual Page 18 nl splatina 2 9 Requesting a Master dump Mas
5. the mutation again just select it and click the request selected mutation button Requested mutations that have been accepted by the data manager will be removed from the pending mutations section These mutations can be found in the User history screen User History The history button is available on the homepage see Figure 12 on previous page The History button allows you to view the history of your own new or mutated reference data However it is not possible to call up any details via this screen Mutations that have been accepted by the data manager will be shown in this screen These mutations can be recognised by their status Accepted baba a gt e http reftool risexpertgroups org reftool use p v m Cx le reftool user history ini TE a fo E amp v Pager Safety Tools v e logged in as bartu user logout User history date status re e refcode details remarks 2011 03 16 13 44 processing srs location NLRTMO102KBKHBROOO010 ROTTERDAM BOTLEK TEST BOTLEK HAVENBEDRIJF ROTTERDAM Copy From refcod 2011 03 16 13 44 requested srs location NLRTMO102KBKHBR0O0010 ROTTERDAM BOTLEK TEST BOTLEK HAVENBEDRIJF ROTTERDAM Copy From refcod 2011 03 16 13 39 requested srs location NLRTMO102KBKHBROO010 ROTTERDAM BOTLEK TEST BOTLEK HAVENBEDRIJF ROTTERDAM Copy From refcod 2011 03 16 13 38 rejected srs location NLRTMO1042RHPROO0012 ROTTERDAM RIJNHAVEN NEW RIJNHAVEN
6. use the application A user is defined as the person who submits mutation requests to the Administrator see Figure 1 There is a separate manual for the Administrator Data Manager This document describes the manual for the European Reference Data Management Service The text and figures are based on version 1 2 March 2011 of the application 2 2 Start up URL ERDMS The ERDMS is opened by typing the following URL in the internet browser address bar http reftool risexpertgroups org On the left side of the Login screen some links are available you don t have to log in to access them The most important ones are e Masterdump will return a dump of the records of a selected datatype see par 2 9 e ERI Datamanager Can be used to send an email to the data manager Start Depending on the users authorisation he can log in as a user or administrator in the Login screen Normally Users will have only the User role and can only enter amp request mutations as described in this manual European Reference Data Management Service ERDMS Usermanual Page 4 amp splatina 2 3 Login The Login screen displays the following fields e User name enter user name here e Password enter password here Click on the Login button to start the login procedure c o e http reftool risexpertgroupsorg O BOX e reftool login x A 3 mp v Pager Safetyv Toos v RISERI RISNTS Login The page y
7. v Safety v Tools v e P search impon _histoy J _ masterdump me logged in as bartu user User home logout New mutations Insert new z T date amp time status reftype refcode details 000000000000 E 2011 03 16 13 49 new srs location NLRTMO1187ELABMOO007 ROTTERDAM ELBEHAVEN ELBEHAVEN ADM EUROPOORT B V request selected mutations delete selected mutations export selected mutations Pending mutations 2011 03 16 13 44 processing srs location NLRTMO102KBKHBRO0010 ROTTERDAM BOTLEK TEST BOTLEK HAVENBEDRIJF ROTTERDAM E 2011 03 16 13 38 rejected srs location NLRTMO1042RHPRO00012 ROTTERDAM RIJNHAVEN NEW RIJNHAVEN PROVIMI B V 2011 03 16 13 33 requested srs location ATVIEOO001CITYX19290 WIEN WIEN Q115 Figure 17 Logout from Tool After Logout the user will return to the main login page European Reference Data Management Service ERDMS Usermanual Page 20
8. I amp NtS In general terms ERDMS produces mutations in the reference data that is used by a variety of users in various navigation systems The mutations are entered by authorised users then validated and accepted by the designated Data Manager after which they are finalised in the system and published The process is outlined below User role Mutationlist Input specify user Request mutations mutations Updates External Datamanager role R equestlist systems Masterlist ig Publish ums M mutations Eee o ee mutations pod Ref data database Mutations Figure 1 Reference Data Management Tool system context In this manual only the User role will be explained upper part of diagram in Figure 1 The manual expects some knowledge about ERI Electronic Reporting and the purposes of the several codes see also the short data type description in the appendix The manual starts with a general description and how to Login par 2 3 including the Home page par 2 4 Paragraph 2 5 describes how to enter new mutations or edit existing data and request mutations Finally some additional functions are described such as Searching Import amp Export mutations and Dumping par 2 9 the Master data actual reference data codes European Reference Data Management Service ERDMS Usermanual Page 3 amp splatina 2 USER MANUAL 2 1 General This manual describes how users should
9. KM code Terminal code Terminal type Quay from to e Lat Lon googlemaps 51 88000000 4 30000000 Source Name LOCAL Terminal name LOCAL Erased Copy From refcode NLRTMO102KBKHBROOO0S Remarks amp 11595 v Figure 9 Copy existing reference data insert new record Now you can edit the properties of the copied record to specify your new unique record European Reference Data Management Service ERDMS Usermanual Page 12 amp splatina The Remarks field contains a note that the record was copied from an existing record Please do not delete this remark because it is valuable information for the data manager When finished editing click Save mutation to save your new record resulting in a so called new mutation request record to add Reftool will now return to your homepage where the mutation is added to the New mutations table Paragraph 2 7 of this manual describes how mutations can be edited and requested send to the data manager European Reference Data Management Service ERDMS Usermanual Page 13 amp splatina 2 T Requesting mutations The mutations you have entered are displayed on the homepage f ca Jf je http reftool risexpertgroups org rei O BO X e reftool user home a ta Ej E v Pagey Safety Tools v e search import history masterdump help logged in as bartu
10. OVIMI B V 51 90000000 4 49000000 NLRTM010424683300011 NLRTMO1187ELABMOO007 NLRTM 01187 00007 ROTTERDAM ELBEHAVEN O ELABM ELBEHAVEN ADM EUROPOORT B V __ 8196000000 4 12000000 NLRTM011870037000007 N NLRTM102C1BHVMR00001 NLRTM 102Ci 00001 ROTTERDAM BINNENHAVEN BHVMR BINNENHAVENCITY MARINA ROTTERDAM VOF 51 91000000 4 49000000 NLRTM102C15578300001 NLRTM001020D0KHO0163 00102 00163 ROTTERDAM DOKHAVEN o ookH J 4 41 1 sr90000000 4 42000000 NLRTMO001020079700163 e le 2 2 C2 f m m m m m m m LRTM001024765400107 00102 00107 ROTTERDAM NOORDERELAND 0 47554 5191000000 4 49000000 NLRTM001024765400107 NI RTM001024765600108 NIRTM 00102 00108 IROTTFRDAM 7AI MHAVEN n 47656 51 89100000014 490000001 NI RTM001024765600108 n Figure 7 Search results The details of a record can be shown by clicking on the underlined Refcode or Name field European Reference Data Management Service ERDMS Usermanual Page 10 amp splatino Edit existing reference data change existing records Existing reference data can be edited by clicking the edit button E in front of the record The editor screen will appear cee SCENES T EIETEIEIOUT T NN NN DENS a 7 dmh v Pager Safetyv Tool v logged in as bartu user srs location editor logout RIS code LRTMO102K4800600009 SRS code LRTMO102KBKHBRO00009 LO code LRTM
11. PROVIMI B V Copy From refcod 2011 03 16 13 37 requested srs location NLRTMO1042RHPRO00012 ROTTERDAM RIJNHAVEN NEW RIJNHAVEN PROVIMI B V Copy From refcod 2011 03 16 13 33 requested srs location ATVIEOO001CITYX19290 WIEN WIEN 2011 03 16 13 19 requested srs location NLRTMO102KBKHBRO00010 ROTTERDAM BOTLEK TEST BOTLEK HAVENBEDRIJF ROTTERDAM Copy From refcod 2010 10 12 07 52 rejected srs location NLAMS002330OWDOK00257 AMSTERDAM ORANJEWERF 2 DOK Copy From refcod 2010 08 09 14 17 rejected srs location NLAMS01234567890 AMSTERDAM Still busy This co 2010 08 09 14 17 requested srs location NLAMS00233OWDOK00257 AMSTERDAM ORANJEWERF 2 DOK Copy From refcod 2010 08 09 13 44 rejected srs location NLAMSOO2330WDOK00257 AMSTERDAM ORANJEWERF 2 DOK Copy From refcod 2010 08 09 13 44 processing srs location NLAMS01234567890 AMSTERDAM Still busy INAN no NN 12 246 nrarace ina crc lacatinan AMI AMCNAD2ACeTOAN AMCTEDTIAM Figure 13 User History European Reference Data Management Service ERDMS Usermanual Page 16 amp splatina 2 8 Import amp export mutations It is possible to import bulk mutations that you have created in other systems into the ERDMS This can be done via an import file e g Excel file You can also export mutations that you have entered in the ERDMS so you can edit them using other tooling e g Excel or Access Export mutations The export function can be found at the home page underneath your new mutations cel
12. ate checkbox es and then clicking on request selected mutations After requesting the mutations you can not edit them anymore and they will be visible for the data manager to be processed gt f you want to request export or delete multiple mutations clicking on the T Toggle current selection is an alternate selection method This activates all the checkboxes in the table European Reference Data Management Service ERDMS Usermanual Page 14 amp splatina Pending mutations After a mutation is requested it is moved to the pending mutations section on the home page D e http reftool risexpertgroups org rei O BOG X e reftool user home X m un 7 d v Pager Safetyv Toolsv 9 P seen impor matoy J masteraump heip logged in as bartu user User home aant New mutations Insert new E E 2011 03 16 11 47 new srs location ATVIEOO001CITYX19290 request selected mutations request selected mutations mutations delete selected mutations export selected mutations WIEN WIEN Pending mutations 2011 03 16 13 19 requested srs location M KBKH ROTTERDAM BOTLEK TEST BOTLEK HAVENBEDRIJF ROTTERDAM Figure 11 Pending mutations The mutations in the pending mutations section are send to the data manager and awaiting approval Pending mutations can have different statuses e Requested The mutation is requested to the data manager e Processing The data mana
13. cted mutations Pending mutations none available A115 v Figure 3 Homepage From within this Homepage you can activate the following functionalities e Enter new reference data new mutations see paragraph 2 5 e Search for specific existing data existing data can be used to specify a new mutation change or addition see paragraph 2 6 e Edit Delete and Request mutations pending mutations see paragraph 2 7 e View your history what was entered and what happened to it see paragraph 2 7 e Import mutations see paragraph 2 8 e Request a Masterdump all data of a specific data type see paragraph 2 9 European Reference Data Management Service ERDMS Usermanual Page 7 O o zeplatina 2 5 Enter data new mutations Enter new reference data mutations define category New reference data can be entered by selecting a category from a drop down menu Srs_location is one of the possible category options IE Gi hittp reftool risexpertgroups org re O B X reftool user home x m amp amp E amp ok Pager Safety Toos Q9 search import j history masterdump help logged in as bartu user User home New mutations Insert new Insert new J EIEEE EO NEN mE SIGMA srs_location ATVIEO0001CITYX19290 WIEN WIEN srs_adnrcode request selected rs contype srs packtype srs country srs shiptype Pending mutations none availab
14. e xa o A A j e http refto ol risexpertgroups org refto p m x e reftool user home P 103 o ta v Pagew Safety Tools v e search import f history f masterdump help logged in as bartu user logout User home New mutations Insert new I date amp time status reftype refcode details E 2011 03 16 13 49 new srs location NLRTMO1187ELABMOO007 ROTTERDAM ELBEHAVEN ELBEHAVEN ADM EUROPOORT B V request selected mutations delete selected mutations export selected mutations Pending mutations date amp time status reftype refcode details 2011 03 16 13 44 processing srs location NLRTMO102KBKHBROO010 ROTTERDAM BOTLEK TEST BOTLEK HAVENBEDRIJF ROTTERDAM E 2011 03 16 13 38 rejected srs location NLRTMO1042RHPROO0012 ROTTERDAM RIJNHAVEN NEW RIJNHAVEN PROVIMI B V 2011 03 16 13 33 requested srs location ATVIEOOO001CITYX19290 WIEN WIEN http reftool risexpertgroups org reftool user home 1159 v Figure 14 Export mutations gt s best to export mutations of one unique reftype at a time Only then the exportfile contains headings in line 1 Import mutations The import format is the same as the export format and differs per reference data type The best way to use this import functionality is to fill in a dummy mutation for each data type you want to import so you can use the export result as an example template for the
15. ean Reference Data Management Service ERDMS Usermanual Page 9 amp splatina 2 6 Search for and edit existing reference data The Search option can be used to search for reference data that already exists Onwards this data can be viewed edited or copied Select the Search button in the upper left corner of the Home Page to enter the search screen D http reftool risexpertgroups org re JO BG X reftool user search x m G fi E ood Pager Safety Toos v logged in as bartu user Search logout Reftype srs location z Search for Figure 6 Search Select a category under the Reftype field and enter a search criteria in the Search for field Click on the Search button to start the search process The search results are displayed in a table e http reftool risexpertgroups org reftool user search ref O BOX e reftool user search G a 3 d v Pager Safetyv Toos Q3 logged in as bartu user logout Search Reftype srs_location z Search for Total found 784 showing 1 to 50 srscode __ lo code fw code km code gt gt name LOCAL term LOCAL quay from quay to lat lon ____riscode NLRTMO102KBKHBRO0009 0102K 00009 ROTTERDAM BOTLEK o BKHBR BOTLEK HAVENBEDRIJF ROTTERDAM 51 88000000 4 30000000 NLRTM0102K4800600009 NLRTMO1042RHPROO0011 01042 00011 ROTTERDAM RIINHAVEN o RHPRO RDNHAVEN PR
16. ger is busy processing the request Rejected The data manager has rejected the request and you can edit it again D hitp reftool risexpertgroups org reftoc O BOX B reftool user home x m amp t B amp ode v Pager Safetyy Toos P search meon history J o masterdump J nei logged in as bartu user User home logout New mutations Insert new x E 2011 03 16 13 49 new srs location NLRTMO1187ELABMOO007 ROTTERDAM ELBEHAVEN ELBEHAVEN ADM EUROPOORT B V request selected mutations delete selected mutations export selected mutations Pending mutations 2011 03 16 13 44 processing srs location NLRTMO102KBKHBROO010 ROTTERDAM BOTLEK TEST BOTLEK HAVENBEDRIJF ROTTERDAM E 2011 03 16 13 38 rejected srs location NLRTM01042RHPROO00012 ROTTERDAM RIJNHAVEN NEW RIJNHAVEN PROVIMI B V 2011 03 16 13 33 requested srs location ATVIEOO001CITYX19290 WIEN WIEN European Reference Data Management Service ERDMS Usermanual Page 15 amp splatina Figure 12 Mutation statuses You can edit a rejected mutation by clicking the Edit button E in front of the record In the edit screen a comment from the data manager is added in the remarks field You can delete the rejected mutation now from the edit screen click delete mutation or after completing changing the data save the mutation The mutation will now be relocated to the new mutations section of the homepage If you want to request
17. le Q115 Figure 4 Choosing the data category to insert European Reference Data Management Service ERDMS Usermanual Page 8 amp splatina Enter new reference data populate fields The system displays the empty fields that need to be filled in when submitting a request for new reference data S e http reftool risexpertgroups org re O BO X PGreftoovuser edt sx in Ky 19 ey 7 d v Pagev Safetyv Tool v v 3 logged in as bartu user srs location editor logout RIS code LLL SRS code Loo O LO code FW code KM code Terminal code e Terminal type o Quay from to L II Lat Lon B 1 Jeooglemaps o 0 Name LOCAL DC O Terminal name LOCAL S 1 1 1 Erased Remarks amp 11595 v Figure 5 Enter new mutation Normally at least the Code and the Name field has to be filled in Those fields are mandatory The optional field can must be filled in if the information is available Otherwise the Data Manager has to complete these fields or he will request extra information and it will take longer to process your requests Mandatory field are marked with an asterisk Use the save mutation button to save your new entry ERDMS will return to your Homepage where you can see the entered mutation see Figure 3 Homepage Paragraph 2 7 of this manual describes how mutations can be edited and requested send to the data manager Europ
18. ou have requested requires authorization username password Q115 Figure 2 Login screen If login succeeds the user homepage will be displayed see paragraph 2 4 If the login information is incorrect the following message will appear Microsoft Internet Explorer x AN INVALID LISERNAME OR PASSWORD rese Click on OK to return to the Login screen The following message appears if the user is already active or logged in European Reference Data Management Service ERDMS Usermanual Page 5 amp splatina Microsoft Internet Explorer x AN POSSIBLE DUPLICATE LOGIN Click on OK to continue using the tool or choose the logout link upper right corner to stop duplicate login could result in strange behaviour when editing amp saving the same data European Reference Data Management Service ERDMS Usermanual Page 6 amp splatina 2 4 Homepage After login the User Homepage will be displayed oe CO B hitp reftool risexpertgroups org re O amp C X reftool user home x m amp u L7 d v Pagev Safetyv Tools v search import history f masterdump help logged in as bartu user User home logout New mutations Insert new Ea date amp time reftype details E 2011 03 16 11 47 new srs location ATVIEOO001CITYX19290 WIEN WIEN request selected mutations delete selected mutations export sele
19. ter dumps can be generated by choosing the Masterdump button in the Homepage or the Master dump link on the login page It is not necessary to login to create a master dump D http reftool risexpertgro O B X reftool masterdump x m a L3 d v Pager Safety Tool v RISER RISNTSO Masterdump Requesting a masterdump can take some time reftype srs location gt separator quoted values include header history incl erased records date from yyyy mm dd date to Figure 16 Requesting a Masterdump Within this screen it is necessary to configure the following fields e Reftype Separator specify field separator default Quoted values text field will be quoted with a double quote Include Header field headers will be included on the first row History erased records erased true will be included Date from and to records with a last modification date between the specified dates will be included After activating the dump the result will be displayed and can be copied to a text file save this as a csv file and you can import it in other systems databases or in Excel European Reference Data Management Service ERDMS Usermanual Page 19 O o zeplatina 2 10 Logout To log out click on the logout link at the top right of the screen D http reftool risexpertgroups org reftc O B O X e reftool user home x m a teu hd Vw Y Page
20. user logout User home New mutations Insert new I date amp time status reftype refcode details E 2011 03 16 12 58 new srs location NLRTMO102KBKHBROO010 ROTTERDAM BOTLEK TEST BOTLEK HAVENBEDRIJF ROTTERDAM E 2011 03 16 11 47 new srs location ATVIEQOOO1CITYX19290 WIEN WIEN Pending mutations none available Figure 10 Mutations on homepage Depending of its status a mutation is listed as New mutation or as Pending mutation New Mutations New mutations are those mutations that has not yet been requested to the data manager will not be visible for the data manager Each mutation that you save first appears in this list Various actions can be applied to the mutations in this list e View details view the details of each mutation by clicking the underlined Refcode or Details fields Edit mutations Edit the mutation by clicking the Edit button E in front of the record e Delete selected mutations Select the checkbox in front of the record s and click the Delete selected records button Export selected mutations Select the checkbox in front of the record s and click the Export selected records button The records will be exported to a standard comma separated format which can be imported in excel etc e Request selected mutations Each mutated reference data record must be sent to the data manager for approval To do so select the reference data records concerned by activating the appropri
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