2011 FIMS /Real Estate Workshop Las Vegas, NV June 14, 2011 Presented by: Michael Kohut, DOE Headquarters (EES) Gayle Smith, DOE Headquarters (EES)

 New user friendly interface  Excel based upload files  Enhanced capability  Uses FIMS data field “English names”, not the database data field names  No longer … ◦ Have to format columns to specific widths ◦ Have to create two files for every upload set ◦ Have to upload to one FIMS database table at a time 2

 Provides 7 upload templates for inputting records to be uploaded  Provides detailed informative error messages  Generates an Excel file containing the records rejected by the upload ◦ Errors are highlighted by marking them in red 3

 Templates are created using a picklist  There are 7 upload templates  Building or Trailer  Building / Trailer / Structure  Capital Improvements  Land  Outgrant  Structure  Sustainability 4

 Each template represents the data fields that apply to the Upload type ◦ i.e. Building or Trailer, Building/Trailer/Structure  Capital Improvements, Outgrant and Sustainability data require more complex validation and are therefore separate upload templates 5

 Detailed informative error messages 6 Upload Failed: A column name in the header row is not correct Gross Square Feet

 Generates an Excel file which contains the records rejected by the upload ◦ Errors are highlighted by marking them in red 7

Provides data validation by:  Column Name  Data Field Type and Size  Property Type Consistency  Cross field  Data Field Value 8

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 Click on Property, Upload to access the Upload screen  The 7 upload templates are found in the Select Template picklist  Select the data fields to be uploaded from the Available Columns listbox and move them to the Selected Columns listbox by double clicking, drag and drop, or click to highlights and use the arrow buttons  Click Generate Template to create and save your upload template  Use the Excel Template to format your upload data; do not change the column headings 11

1. Select template Building or Trailer 2. Drag Gross Sqft and all Cool Roof data to the Selected Columns field. 3. Click Generate Template, Open it. notice, Site Number, Area Number, and Property ID are automatically included in the template file. These fields identify the unique record to be updated 4. Open demo1 5. Enter your data into the demo template This has already been completed to save time. 6. In FIMS, click Browse in the Upload Process and select the demo template file. Click Upload to upload the data to the database 12

13  A message confirms success of the upload

Demonstrate validation on Column Name Provides data validation by:  Column Name  Data Field Type and Size  Property Type Consistency  Cross field  Data Field Value 14

 Create an invalid column name  Save it: Demo1_colName  Upload  Site Number:  Area Number:002  Property ID:  Gross Sqft: 123  Gross Square Feet  Cool Roof - Not Economically Feasible : Y  Cool Roof – Photovoltaic Area (GSF) : 10  Cool Roof – Planned Complete Cool Roof Date:  Cool Roof – Reflective Area (GSF): 20  Cool Roof – Total Roof Projected Area(GSF): 200  Cool Roof – Vegetative Area (GSF): 30 15

16  The message identifies exactly which column name is invalid  You should not change column names generated by the Templates Upload Failed: A column name in the header row is not correct Gross Square Feet

Demonstrate validation on Data Field Type and Size Provides data validation by:  Column Name  Data Field Type and Size  Property Type Consistency  Cross field  Data Field Value 17

 Make Content invalid  Save it: Demo1_numeric  Upload  Site Number:  Area Number:002  Property ID:  Gross Sqft: 123  abc  Cool Roof - Not Economically Feasible : Y  Cool Roof – Photovoltaic Area (GSF) : 10  Cool Roof – Planned Complete Cool Roof Date:  Cool Roof – Reflective Area (GSF): 20  Cool Roof – Total Roof Projected Area(GSF): 200  Cool Roof – Vegetative Area (GSF): 30 18

19  This message provides the status of the upload process  Click View Details to view the Upload Status Log which will provide detailed reasons for why a record(s) did not upload

Upload Status Log Click View Rejected Record(s)  This is an excel file that will identify the rejected records. The data in error will be marked in red. 20

Demonstrate validation on Property Type Consistency Provides data validation by:  Column Name  Data Field Type and Size  Property Type Consistency  Cross field  Data Field Value 21

 Change Site Number and Property ID to a Land record  Land cannot contain cool roof or gross sqft data  Save it: Demo1_propType Consist  Upload  Site Number:   Area Number: 001  Property ID: 200  FER-INGT-KNOLLMAN3  Gross Sqft: 123  Cool Roof - Not Economically Feasible : Y  Cool Roof – Photovoltaic Area (GSF) : 10  Cool Roof – Planned Complete Cool Roof Date:  Cool Roof – Reflective Area (GSF): 20  Cool Roof – Total Roof Projected Area(GSF): 200  Cool Roof – Vegetative Area (GSF): 30 22

23  This message provides the status of the upload process  Click View Details to view the Upload Status Log which will provide detailed reasons for why a record(s) did not upload

Upload Status Log 24 0 out of 1 records updated successfully. -Row 1- A property of type Land cannot have columns: Gross Sqft, Cool Roof – Not Economically Feasible, Cool Roof – Photovoltaic Area (GSF), Cool Roof – Planned Complete Cool Roof Date, Cool Roof – Reflective Area(GSF), Cool Roof – Total Roof Projected Area (GSF), Cool Roof – Vegetative Area (GSF) The following record(s) is/are not being uploaded: Row 1 – FER-INGT-KNOLLMAN3 123 Y

Demonstrate validation on Cross Field Provides data validation by:  Column Name  Data Field Type and Size  Property Type Consistency  Cross field  Data Field Value 25

 Rule: The cool roof planned date cannot be input if Not Economically Feasible is checked  Put a date in Cool Roof – Planned Complete Cool Roof Date  Save it : Demo1_rule1  Upload  Site Number:  Area Number:001  Property ID: 200  Gross Sqft: 123  Cool Roof - Not Economically Feasible : Y  Cool Roof – Photovoltaic Area (GSF) : 10  Cool Roof – Planned Complete Cool Roof Date: 2012  Cool Roof – Reflective Area (GSF): 20  Cool Roof – Total Roof Projected Area(GSF): 200  Cool Roof – Vegetative Area (GSF): 30 26

27  This message provides the status of the upload process  Click View Details to view the Upload Status Log which will provide detailed reasons for why a record(s) did not upload

28 Rejected record

 Rule: The Total Cool Roof Area cannot exceed the Total Roof Projected Area  Save it: Demo1_rule2  Click Upload  Site Number:  Area Number:001  Property ID: 200  Gross Sqft: 123  Cool Roof - Not Economically Feasible : Y  Cool Roof – Photovoltaic Area (GSF) : 10  Cool Roof – Planned Complete Cool Roof Date:  Cool Roof – Reflective Area (GSF): 20  200  Cool Roof – Total Roof Projected Area(GSF): 200  Cool Roof – Vegetative Area (GSF): 30 29

30  This message provides the status of the upload process  Click View Details to view the Upload Status Log which will provide detailed reasons for why a record(s) did not upload

31 Rejected record

Demonstrate validation on Data Field Value Provides data validation by:  Column Name  Data Field Type and Size  Property Type Consistency  Cross field  Data Field Value 32

 Rule: The cool roof planned date must be greater than or equal to the current fiscal year  Save it: Demo1_rule3  Upload  Site Number:  Area Number:002  Property ID:  Gross Sqft: 123  Cool Roof - Not Economically Feasible :  Cool Roof – Photovoltaic Area (GSF) : 10  Cool Roof – Planned Complete Cool Roof Date: 2010  Cool Roof – Reflective Area (GSF): 20  Cool Roof – Total Roof Projected Area(GSF): 200  Cool Roof – Vegetative Area (GSF): 30 33

34  This message provides the status of the upload process  Click View Details to view the Upload Status Log which will provide detailed reasons for why a record(s) did not upload

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36 Rejected records