GDRFAD Members Validation User Guide
Greenrain Automation allows users to validate Member.Register data. There are three ways to validate the data depending on input data sources:
Configuration
The following settings are required to be made for GDRFAD Members Validation:
1. Go to Greenrain Automation Settings
Log in to Greenrain Automation. Select "Settings" from the Toolbar → 'Greenrain Automation Settings' form opens.
Figure1.
2. Configure "GDRFAD Members Validation" tab
Select "GDRFAD Members Validation" tab and configure settings depending on input data sources:
Figure2.
- 'Validate members against GDRFAD': should be checked.
- 'Processing interval' drop-down fills automatically with custom values. User can select an interval from the list, '30 minutes' for example.
- 'Choose where Greenrain Automation will get person register data from':
- for Excel:
- 'Excel' value should be selected from drop-down list.
- 'Select folder where to expect Excel files'. Specify the directory from which you want to retrieve data.
- for DatabaseTable:
- 'Connection string to the database'. Click "Configure Database Connection..." button and set Database = Name of the Customer database (see Create Member.Register input data -> DatabaseTable p.2). Click "OK" button (if you wish to test the connection string click the "Test Connection String" button.).
- 'Table name'. Specify the table from which you want to retrieve data (MemberRegister from Customer database, see Create Member.Register input data -> DatabaseTable p.2).
- for SelectSql:
- 'Connection string to the database'. Click "Configure Database Connection..." button and set Database = Name of the Customer database (see Create Member.Register input data -> DatabaseTable p.2). Click "OK" button (if you wish to test the connection string click the "Test Connection String" button.).
- 'SELECT SQL' (mandatory setting). Specify a script to get data provided by user to validate MemberRegister transaction (refer to Create Member.Register input data -> SelectSql p.1).
- 'SQL to report successful Person.Register upload' (optional setting). Specify a script for successful upload (refer to Create Member.Register input data -> SelectSql p.2).
- 'SQL to report Person.Register upload failure' (optional setting). Specify a script for upload failure (refer to Create Member.Register input data -> SelectSql p.3).
- for Excel:
- Click "Save" button.
3. Configure "E-Mail Notifications" tab
Figure3.
Users can be notified about the success or failure of transactions that are validated. If you'd like to get notifications select E-Mail Notifications tab and configure settings:
- 'Send e-mail notifications': should be checked.
- 'Use Greenrain SMTP server': should be checked.
- 'Failure notification addresses (comma separated)': here you can define the recipient email address(es) for where you want to receive an emailed notification about PersonRegister transaction generation from Greenrain Automation. If you wish to test the email notifications click the "Send test e-mail" link.
- Click "Save" button.
Create Member.Register input data
Excel
1.Create excel file
Create excel file in the following fomat: ExcelFileFormat.
DatabaseTable
1. Create Greenrain Automation database schema
Create the required database tables by running the script.
2. Create Customer database schema
Create the required database tables by running the script.
3. Create record in MemberRegister table (Customer database)
Create record in the following format: Person Register Table.
SelectSql
1. Create SELECT SQL script
Create SELECT SQL script to get data to validate MemberRegister transaction. Format is the same as for DatabaseTable (refer to p.3).
2. Create SQL to report successful Member.Register validation
Create, for examle, sql script for successful validation.
3. Create SQL to report Member.Register validation failure
Create, for examle, sql script for validation failure.
Validate Member.Register data
1. Go to Greenrain Automation Services
Select "Services" from the Toolbar → 'Greenrain Automation Services' form opens (refer to Figure1.).
2. Start the service
It allows to start a service after certain runtime configured on the "GDRFAD Members Validation" tab (refer to Configuration → 2. Configure "GDRFAD Members Validation" tab).
- Click "Start the service" link:
- 'Download Service Status' will be changed to RUNNING (marked with green).
- 'Stop the service' link will be displayed under the status.
- Click "Close" button.
Figure4.
"Run" link in the Toolbar allows a user to run the service at any time on demand (refer to Figure1.).
3. Check notification
Successful Members GDRFAD Validation
Description | |
---|---|
Subject | [GA, SUCCESSFUL] Successful Members GDRFAD Validation on <Validation DateTime> |
Body | Hi, This is to inform you that Greenrain Automation has successfully validated members against GDRFAD. Attached file contains members UID returned by GDRFAD. Best regards, |
Attach | ValidatedMembersGDRFAD report has been attached with the following columns:
|
Failed Members GDRFAD Validation
Description | |
---|---|
Subject | [GA, ERROR] Failed Members GDRFAD Validation on <Validation DateTime> |
Body | Hi, Members validation against GDRFAD failed. Attached file contains all found errors. Best regards, |
Attach | FailedMembersGDRFAD report has been attached with the following columns:
|
4.Check database.
1.Check GDRFADMembers table (GA database)
The record has been added to GA.GDRFADMembers table with input data.
2.Check the result of a script execution (for SelectSql input data)
Successful Members GDRFAD Validation: sql script for successful validation has been executed.
Failed Members GDRFAD Validation: sql script for validation failure has been executed.