I am installed and customized the site for my city. Now I am looking to customize the agencies and am trying to figure out how to add projects etc to the system.
I looked through the documentation however it is not obvious to me how to accomplish these tasks. Does anyone have some pointers?
Thanks,
Dave Geller
Business Analyst
The Innovation Office - Dept. of Technology
City & County of San Francisco
If you would like to refer to this comment somewhere else in this project, copy and paste the following link:
As mentioned in the above document, data is uploaded to the Dashboard via the XML API. We have included sample XMLs in the Documents folder as well, which follow the Exhibit 53 and Exhibit 300 schema.
The XML schema files are available in SVN. You may refer to the links below.
In addition, if you want to create a new agency (ex. Department of Land), you can add an entry in the tbl_ref_agency table of the app database and assign an agency code (ex. 400). Also note that the agency code is validated by the schemas mentioned in the previous post.
You may also add bureaus in the tbl_ref_bureaus table. Afterward, assign a user from the user_agency table to the new agency code (in this case, agency=400).
Let us know how it goes and if you encounter any issues along the way.
Regards,
Jose
If you would like to refer to this comment somewhere else in this project, copy and paste the following link:
I tried adding our agencies "Departments with our codes" - two digit number codes we use in the city - to the tbl_ref_agency but see nothing…actually I am not sure if an install with a blank database is working correctly. I don't see any agencies under the Portfolio (top tab) then Agencies (bottom tab) even though I see some defaults in the DB.
Thoughts?
Dave Geller
Business Analyst
The Innovation Office - Dept. of Technology
City & County of San Francisco
If you would like to refer to this comment somewhere else in this project, copy and paste the following link:
When you say you see nothing, do you mean you can't see the agency you added in the database or on the portfolio page's list of agencies? If it is the latter, then the reason is that the agency will only show on the portfolio after the XMLs have been uploaded to add investments for that agency. Since the blank DB does not have investment data populated, even the default 5 agencies will not appear in the portfolio.
Keep in mind that agency codes are expected to be 3 digit. The current implementation of the code does not support shorter or longer codes due to multiple checks throughout the application for these 3 digits. If you add a 3 digit agency code that is not part of the list of agency codes in the schema, then the XMLs will be rejected. These codes can be found in the schema file E53-facet.xsd as "AgencyCodeSimpleType".
If you would like to try adding an agency that is not part of the default agencies but is currently part of the schema, you can try adding agency code 006. MAKE SURE viewCode is set to "S", which indicates that it is a major agency. You would then need to replace the AgencyCode and the first 3 digits of the UPI (which appear multiple times) in the Exhibit 53 and Exhibit 300 sample XML files to 006. After preparing the XMLs and assigning the user to this agency, you can follow the steps in the "Uploading Data…" document for the agency you created.
Regards,
Jose
If you would like to refer to this comment somewhere else in this project, copy and paste the following link:
New agency codes can be added to the schema as long as they are 3 digits. If you wish to use a different length agency code, many portions of the application will require code changes as a result.
Regards,
Jose
If you would like to refer to this comment somewhere else in this project, copy and paste the following link:
Greetings community,
I am installed and customized the site for my city. Now I am looking to customize the agencies and am trying to figure out how to add projects etc to the system.
I looked through the documentation however it is not obvious to me how to accomplish these tasks. Does anyone have some pointers?
Thanks,
Business Analyst
The Innovation Office - Dept. of Technology
City & County of San Francisco
Dave,
The Files->Documents section (https://sourceforge.net/projects/it-dashboard/files/Documents/) contains the "Uploading Data to the IT Dashboard_v1 0 1.docx" document, indicating the steps necessary to add investments for each agency.
As mentioned in the above document, data is uploaded to the Dashboard via the XML API. We have included sample XMLs in the Documents folder as well, which follow the Exhibit 53 and Exhibit 300 schema.
The XML schema files are available in SVN. You may refer to the links below.
Exhibit 53:
http://it-dashboard.svn.sourceforge.net/viewvc/it-dashboard/trunk/webapp/sites/all/modules/omb53_api/schemas/
Exhibit 300:
http://it-dashboard.svn.sourceforge.net/viewvc/it-dashboard/trunk/webapp/sites/all/modules/restful_api/schemas/
Let us know if you have any additional questions.
Regards,
Jose
Thanks Jose,
I will review and let the community know how it goes for me.
Business Analyst
The Innovation Office - Dept. of Technology
City & County of San Francisco
In addition, if you want to create a new agency (ex. Department of Land), you can add an entry in the tbl_ref_agency table of the app database and assign an agency code (ex. 400). Also note that the agency code is validated by the schemas mentioned in the previous post.
You may also add bureaus in the tbl_ref_bureaus table. Afterward, assign a user from the user_agency table to the new agency code (in this case, agency=400).
Let us know how it goes and if you encounter any issues along the way.
Regards,
Jose
I tried adding our agencies "Departments with our codes" - two digit number codes we use in the city - to the tbl_ref_agency but see nothing…actually I am not sure if an install with a blank database is working correctly. I don't see any agencies under the Portfolio (top tab) then Agencies (bottom tab) even though I see some defaults in the DB.
Thoughts?
Business Analyst
The Innovation Office - Dept. of Technology
City & County of San Francisco
When you say you see nothing, do you mean you can't see the agency you added in the database or on the portfolio page's list of agencies? If it is the latter, then the reason is that the agency will only show on the portfolio after the XMLs have been uploaded to add investments for that agency. Since the blank DB does not have investment data populated, even the default 5 agencies will not appear in the portfolio.
Keep in mind that agency codes are expected to be 3 digit. The current implementation of the code does not support shorter or longer codes due to multiple checks throughout the application for these 3 digits. If you add a 3 digit agency code that is not part of the list of agency codes in the schema, then the XMLs will be rejected. These codes can be found in the schema file E53-facet.xsd as "AgencyCodeSimpleType".
If you would like to try adding an agency that is not part of the default agencies but is currently part of the schema, you can try adding agency code 006. MAKE SURE viewCode is set to "S", which indicates that it is a major agency. You would then need to replace the AgencyCode and the first 3 digits of the UPI (which appear multiple times) in the Exhibit 53 and Exhibit 300 sample XML files to 006. After preparing the XMLs and assigning the user to this agency, you can follow the steps in the "Uploading Data…" document for the agency you created.
Regards,
Jose
Can new agency codes be added in the Schema E53-facet.xsd ?
New agency codes can be added to the schema as long as they are 3 digits. If you wish to use a different length agency code, many portions of the application will require code changes as a result.
Regards,
Jose