1. US Army Corps of Engineers BUILDING STRONG ® Performing Data Migration USACE SDSFIE Training Prerequisites: Implementing a Local Adaptation

2. BUILDING STRONG ® Video sequence 2 of 63

3. BUILDING STRONG ® Objectives  Understanding the data migration process  Understanding how to prepare for data migration  Understanding the ESRI-based options for the data migration process  Understanding how to use the Simple Data Loader for semi-automated data migration  Understanding how to use the PLTS Data Loader option to perform automated data migration  Understanding problems with data loading process, and how to address them 3 of 63

4. BUILDING STRONG ® AN OVERVIEW OF THE DATA MIGRATION PROCESS 4 of 63

5. BUILDING STRONG ® The SDSFIE Data Migration Process 5 of 63 Current District Source Data Set Future District Target Data Set Source Data Dictionary Target Data Dictionary Crosswalk Tables Data Migraton

6. BUILDING STRONG ® The SDSFIE Data Migration Process 6 of 63 Current District Source Data Set Future District Target Data Set Crosswalk Tables Data Migraton The Crosswalk plays a key role in data migration by guiding the data loading. There are typically up to 3 levels of Crosswalk tables: 1.Feature Class 2.Attribute 3.Enumerant Our demonstrations use 2 levels for simplicity

7. BUILDING STRONG ® Automated Data Loading 7 of 63 Source Data Set Target Data Set  Process moves through the highest level table, feature class by feature class  Each feature class mapping pair is referenced, one-by-one

8. BUILDING STRONG ® Automated Data Loading 8 of 63 Source Data Set Target Data Set When migrating a specific feature class mapping pair (ID=2), the software accesses the set of attribute mapping pairs (IDs = 9 – 16) unique to that feature class mapping pair

9. BUILDING STRONG ® Automated Data Loading 9 of 63 Source Data Set Target Data Set For attribute mapping pairs with a source and target enumeration, the software accesses the set of enumerant mapping pairs (IDs = 1 – 3) unique to that attribute pair (ID = 11)

10. BUILDING STRONG ® PREPARING FOR DATA MIGRATION 10 of 63

11. BUILDING STRONG ® Migration Preparation Checklist  Source geodatabase (populated), consistent with the Source Data Dictionary used in the Crosswalk creation process  Target geodatabase (empty), compliant to your adaptation schema, based on the Target side of your Crosswalk  Crosswalk, with element-level mappings between your Source and your Target schemas  Software to support the data loading process  Knowledge base and/or support for any issues you may encounter 11 of 63

12. BUILDING STRONG ® ESRI BASED OPTIONS FOR DATA MIGRATION 12 of 63

13. BUILDING STRONG ® ESRI Based Data Loading  Production Line Tool Set (PLTS) ► Fully automated data loading, run from ArcCatalog ► Requires simple reformatting of your Crosswalk tables ► Best for data migrations involving many feature classes ► Handles enumerant mappings, for attributes with enumerations ► Requires additional license for extension  Simple Data Loader ► Semi-Automated data loading, run from ArcCatalog ► Crosswalk tables used as reference for attribute mappings ► Best for data migrations involving relatively few feature classes ► Does not require additional license, but does not handle domain mappings  Others ► ArcMap Object Loader, run from in edit session ► Safe Software FME (Feature Manipulation Engine) 13 of 63

14. BUILDING STRONG ® USING THE SIMPLE DATA LOADER 14 of 63

15. BUILDING STRONG ® Using the Simple Data Loader 15 of 63  Right click target feature class  Select Load > Load Data  Press the Next button  Click folder icon: ► Navigate to and select source feature class, then press Open  Press the Add button  Check for file accuracy  Press the Next button  In attribute mapping window: ► Check each Source field, and if incorrectly matched or unmatched: Click in that Source field Select correct match from list ► Press the Next button, when ready ► Press the Next button ► Read Summary, and press Finish No data present in Preview of target feature class!

16. BUILDING STRONG ® Using the Simple Data Loader  Select Load > Load Data 16 of 63

17. BUILDING STRONG ® Using the Simple Data Loader  Press the Next button 17 of 63

18. BUILDING STRONG ® Using the Simple Data Loader  Click folder icon: 18 of 63

19. BUILDING STRONG ® Using the Simple Data Loader ► Navigate to and select source feature class, then press Open 19 of 63

20. BUILDING STRONG ® Using the Simple Data Loader  Press the Add button 20 of 63

21. BUILDING STRONG ® Using the Simple Data Loader  Check for file accuracy, and then press the Next button 21 of 63

22. BUILDING STRONG ® Using the Simple Data Loader  Press the Next button 22 of 63

23. BUILDING STRONG ® Using the Simple Data Loader  In attribute mapping window: ► Check each Source field, and if incorrectly matched or unmatched: Click in that Source field 23 of 63

24. BUILDING STRONG ® Using the Simple Data Loader ► Check each Source field, and if incorrectly matched or unmatched: Select correct match from list Use your attribute Crosswalk Tables to make the correct selection! 24 of 63

25. BUILDING STRONG ® Using the Simple Data Loader ► Press the Next button, when ready 25 of 63

26. BUILDING STRONG ® Using the Simple Data Loader ► Press the Next button 26 of 63

27. BUILDING STRONG ® Using the Simple Data Loader ► Read Summary, and press Finish 27 of 63

28. BUILDING STRONG ® Using the Simple Data Loader  Repeat steps, starting with next target feature class Data now present in Preview of target feature class! 28 of 63

29. BUILDING STRONG ® USING THE PLTS DATA LOADER TOOL 29 of 63

30. BUILDING STRONG ® The PLTS Crosswalk Tables  PLTS requires a special format for Crosswalk tables  Excel workbook format, “XREF.xlsx”  Each XREF workbook contains 3 spreadsheets: ► Dataset Mapping – source to target feature classes ► Field Mapping – source to target attributes ► Update Values – source to target enumerants (domain values)  Reformatting is very straightforward 30 of 63

31. BUILDING STRONG ® PLTS Preparation: Reformatting Crosswalk Tables  Download PLTS_XREF_Template.xlsx accessed through USACE component page of sdsfieonline.orgsdsfieonline.org  Download PLTS_XREF_Example.xlsx (same location)  Open _Example workbook, and familiarize yourself with structure  Open _Template workbook  Open your Crosswalk file  Before starting, note that template headings (Row 1) in each of the 3 spreadsheets cannot be altered! 31 of 63

32. BUILDING STRONG ® Reformatting Crosswalk Tables: Copying and Pasting  Start with Feature Type mappings in your Crosswalk file ► Note, again, that template headings (Row 1) cannot be altered! ► Select and Copy block of feature types from Source Name column ► Click in Cell B2 in XREF Dataset Mappings sheet, and Paste ► Select and Copy block of feature types from Target Name column ► Click in Cell C2 in XREF Dataset Mappings sheet, and Paste  Repeat process for Attribute mappings spreadsheet, pasting into Field Mappings spreadsheet (into Cells C2 and D2, for source and target attributes, respectively)  Repeat process for enumerants, pasting into Update Values spreadsheet (into Cells C2 and D2, for source and target enumerants, respectively) 32 of 63

33. BUILDING STRONG ® Reformatting Crosswalk Tables: Copying and Pasting 33 of 63 District Crosswalk workbook PLTS XREF workbook Do not copy headers!

34. BUILDING STRONG ® Reformatting Crosswalk Tables: Understanding Table Hierarchy  Look at _Example workbook ► Pick a feature class mapping, noting the ID number ► Find the set of SourceField attributes in the Field Mapping sheet that have the same ID number (in the DatasetMappingId field) as the feature class you picked; note this relationship ► Pick an attribute mapping that involves a enumeration (domain), and note the ID number ► Find the set of FromValue records in the Update Values sheet that have the same ID number (in the FieldMappingId field) as the attribute you picked; note this relationship 34 of 63

35. BUILDING STRONG ® Reformatting Crosswalk Tables: Updating the IDs  Dataset Mapping spreadsheet ► Make sure every feature class mapping row has an ID, and that these numbers start in Cell A2 with “1” and continue sequentially downward  Field Mapping spreadsheet ► Make sure every attribute mapping row has an ID, and that these numbers start in Cell A2 with “1” and continue sequentially downward ► Fill in DatasetMappingId values for correct feature type (hint: paste in the feature type names from your Crosswalk, and then convert to the correct numbers) 35 of 63

36. BUILDING STRONG ® Reformatting Crosswalk Tables: Updating the IDs  Update Values spreadsheet ► Make sure every eunumerant mapping row has an ID, and that these numbers start in Cell A2 with “1” and continue sequentially downward ► Fill in FieldMappingId values for correct attribute (hint: paste in the attribute names from your Crosswalk, and then convert to the correct numbers) ► Again, examine structure in the _Example file, and verify that you have done this correctly ► Also, revisit slides 7 – 9 in this Video! 36 of 63

37. BUILDING STRONG ® The Three PLTS Tools 37 of 63  PLTS Create Cross-reference ► Creates cross-reference in a personal geodatabase (GDB) ► Utilizes the reformatted Crosswalk, now XREF.xlsx ► Needs to know names and locations of source and target GDB  PLTS Preload Validate ► Checks validity of all inputs to the data loading process ► Needs to know names and locations of source and target GDB ► Needs to know name and location of cross-reference PGDB ► Outputs text file with summary information  PLTS Data Loader ► Loads the data from source GDB to target GDB ► Needs to know names and locations all 3 inputs ► Outputs text file with loading success record counts (of total records) for each feature class

38. BUILDING STRONG ® Using the PLTS Data Loader Conditions for Starting PLTS sequence  Populated Source data present  Empty Target data present  XREF.xlsx present 38 of 63

39. BUILDING STRONG ® Using the PLTS Data Loader PLTS Create Cross-reference Tool  Press PLTS Create Cross- reference tool button 39 of 63

40. BUILDING STRONG ® Using the PLTS Data Loader PLTS Create Cross-reference Tool  Press “… “ button to navigate to and select source GDB 40 of 63

41. BUILDING STRONG ® Using the PLTS Data Loader PLTS Create Cross-reference Tool ► Select source GDB, & press Select 41 of 63

42. BUILDING STRONG ® Using the PLTS Data Loader PLTS Create Cross-reference Tool  Press “… “ button to navigate to folder in which Cross-reference PGDB will be created 42 of 63

43. BUILDING STRONG ® Using the PLTS Data Loader PLTS Create Cross-reference Tool ► Name PGDB, and press Save 43 of 63

44. BUILDING STRONG ® Using the PLTS Data Loader PLTS Create Cross-reference Tool  Specify Target and Mapping File ► Repeat specification for Target GDB ► Check Import mapping from file box ► Repeat specification for XREF.xlsx  Check all four file specifications, and then press OK 44 of 63

45. BUILDING STRONG ® Using the PLTS Data Loader PLTS Create Cross-reference Tool  Press OK 45 of 63

46. BUILDING STRONG ® Using the PLTS Data Loader PLTS Create Cross-reference Tool Cross-reference PGDB has been created 46 of 63

47. BUILDING STRONG ® Using the PLTS Data Loader PLTS Preload Validate Tool  Press PLTS Preload Validate tool button 47 of 63

48. BUILDING STRONG ® Using the PLTS Data Loader PLTS Preload Validate Tool  Press “… “ button to navigate to folder in which Log File will be created 48 of 63

49. BUILDING STRONG ® Using the PLTS Data Loader PLTS Preload Validate Tool ► Specify name for file, & press Save 49 of 63

50. BUILDING STRONG ® Using the PLTS Data Loader PLTS Preload Validate Tool  Specify other file inputs ► Repeat specification for Target GDB ► Repeat specification for Source GDB ► Repeat specification for Cross- reference PGDB  Check all four file specifications, and then press OK 50 of 63

51. BUILDING STRONG ® Using the PLTS Data Loader PLTS Preload Validate Tool  Press OK 51 of 63

52. BUILDING STRONG ® Using the PLTS Data Loader PLTS Preload Validate Tool  Check Log File to ensure that all references and mappings validated, then close Log File 52 of 63

53. BUILDING STRONG ® Using the PLTS Data Loader PLTS Data Loader Tool  Press PLTS Data Loader button 53 of 63

54. BUILDING STRONG ® Using the PLTS Data Loader PLTS Data Loader Tool  Specify All Inputs ► Specify Cross-reference PGDB ► Specify Source GDB ► Specify Target GDB  Specify location and name for log file output 54 of 63

55. BUILDING STRONG ® Using the PLTS Data Loader PLTS Data Loader Tool  Check all four file specifications, and then press Next 55 of 63

56. BUILDING STRONG ® Using the PLTS Data Loader PLTS Data Loader Tool  Press Next 56 of 63

57. BUILDING STRONG ® Using the PLTS Data Loader PLTS Data Loader Tool  Press Finish 57 of 63

58. BUILDING STRONG ® Using the PLTS Data Loader PLTS Data Loader Tool  Watch loading process status, and press Yes when complete 58 of 63

59. BUILDING STRONG ® Using the PLTS Data Loader PLTS Data Loader Tool  Check Log File to ensure that all feature classes loaded correctly, then close Log File 59 of 63

60. BUILDING STRONG ® TROUBLE-SHOOTING DATA LOADING ISSUES 60 of 63

61. BUILDING STRONG ® Trouble-shooting Incomplete Data Loading  Review of Slide 13, Video 6: Data Type Mismatches  Attributes with Text (String) data type ► Look for field length differences for attrbutes with domains; some were shortened from 3.0 to 3.1 Gold ► When going from a larger to smaller text field, you cannot migrate records, even if the source field is unpopulated or has a value of “0” ► You can migrate records for a particular field, when going from a larger to smaller text field, if the source is.  Unless source field is, you cannot map to a GUID (e.g., sdsID), nor to a Blob data type 61 of 63

62. BUILDING STRONG ® Review 62 of 63  Understanding the data migration process  Understanding how to prepare for data migration  Understanding the ESRI-based options for the data migration process  Understanding how to use the Simple Data Loader for semi-automated data migration  Understanding how to use the PLTS Data Loader option to perform automated data migration  Understanding problems with data loading process, and how to address them

63. BUILDING STRONG ® Questions?  This is the final video in the training series  Contact sdsfie@usace.army.mil with comments or for additional informationsdsfie@usace.army.mil 63 of 63