OneGate. Quick Start Guide

Transcription

1 OneGate September 15 th, 2011

2 Page 2 Table of Contents 1. TO LOG ON FILE TABS ICONS STANDARD ICONS ICONS LINKED TO REPORTS SPECIFIC BUTTONS HOW TO INPUT DATA DATA INPUT VIA MANUAL INPUT DATA INPUT VIA IMPORTATION OF A CSV-FILE DATA INPUT VIA XML-FILE UPLOADING USE OF MESSAGES TO LOG ON Log on either to OneGate via our website or directly with username and password via the link or directly with certificate via the link Input your contact data (file tab "Profile"), click on via the other file tabs., then continue to navigate 2. FILE TABS In the upper part of the OneGate application you will find different File Tabs. You can navigate by clicking the desired file tab in order to use the available application functions. Profile: The user can manage his personal data (name, ,...) Reports: Consult and fill in Reports Exchanges: Consult the OneGate information messages system XML Upload: XML-file uploading About: Indicates the version of the application 3. ICONS 3.1. STANDARD ICONS The application functions are available by means of the following standard icons: : Return to previous screen

3 Page 3 : Return to previous page in a list : Scroll to next page in a list : Get the documentation 3.2. ICONS LINKED TO REPORTS Besides of the standard icons we also find the following report linked icons: : This icon serves to close one or more forms (approve and send) : Re-opening a closed form (not available for all forms) : Via this icon data can be imported from a file (CSV) : Serves to export report data into a file (CSV, XML) : Report printing in a PDF format : The report is defined as "Nihil". There is nothing to report : The form has been reset into initial and changes are erased : Open the validation-report of the form (only in case of errors) : Enables to send a message to the reporting manager. Remark: For most of the functions you need to select one or more forms by means of a tick off selected.. The application gives an error message when no form has been 3.3. SPECIFIC BUTTONS There are still a few specific buttons: : To save introduced personal data : File uploading and searching from your own PC-directories : In order to upload via "Browse" selected files into the application Finally the user has the following function at his disposal in the file tab "Messages": : To get a file-upload history and details. : To erase data or messages.

4 Page 4 4. HOW TO INPUT DATA There are three possibilities to input data in the Internet Application OneGate DATA INPUT VIA MANUAL INPUT Step1: Choose the file tab "Reports" and select the desired report under "My Reports" (e.g. Domain BBP) by clicking in the list. Next screen, "Report (Overview)", provides a general overview of the periods for which the report has been created and the status of each of this periods. Just click the correct period and you get the screen "Report (period)". Then click the form and the desired sections in the table of contents (if applicable). Step2: Introduce the correct data (e.g. Land of co-contractor, currency, revenues and/or expenditures...). Within the electronic form next icons offer you the following possibilities: : To add a line : To add several lines : To erase a line : Data saving and validation : Data erasing Scrolling within the electronic form happens in two possible ways, o either via the navigation bar below o by adapting the number of lines per page the navigation bar on the side. or and by scrolling via After a manual data input and after adding one line (via ) or more (via ), you need to save the data by clicking he icon "Report (Period)" can be done via the icon ("Save"). Returning to the previous screen, ("Back"). Step3: Select the form by the tick-off and then click ("Close"). Only then is the data approved and sent to the Data Collection Manager. Only then has the obligation been fulfilled. Step4: Now you can return to the overview screen, "Report (Overview)", and see whether the status of the involved period is switched to "Closed". Once this is OK, you can quit the application via the link browser session. on the top right. This is the equivalent of closing the

5 Page DATA INPUT VIA IMPORTATION OF A CSV-FILE Step1: Choose the file tab "Reports" and select the desired report under "My Reports". Next screen "Report (Overview)" offers you a general review of the periods for which the report has been created as well as the status of each of those periods. Click the desired period in order to get the screen "Report (Period)". Step2: Select the form by a tick off then click the icon ("Import CSV"). Indicate the type "Add" of "Replace" on the Import-CSV screen then click the button in order to search the previously created CSV-file on your PC. Once you found and indicated it, just click the button of a treatment ticket number.. Next you get a treatment info message with indication On the screen "File transfer history list" you can follow up the handling of your uploaded file. You need to select the line with the indicated ticket number by means of a tick off and to click the icon ("History") in order to follow up the state and to consult the validation report. Remark: File uploading may take a while and the user sometimes has to wait some time in order to get the feedback. Step3: Select the form by a tick off next click the icon ("Close"). Only then is the data approved and has the obligation been fulfilled. Step4: Now you can return to the overview screen, "Report (Overview)" and see whether the status of the involved period is switched to "Close". Once this is OK, you can quit the application via the link on the top-right. Format of the CSV file In a CSV-text file the fields are separated by a semicolon. In the CSV-file the fields need to be presented in the order as specified on the screen. This is the order which corresponds to the appearance of the fields on the form. A small example: Structure of Form transaction code country code currency code revenues value expenditure value Example of a file F1000;FR;EUR;0;1273 F4000;IE;EUR;2596;0 G0001;US;USD;0;32166 X0003;DE;EUR;357;7215

6 Page DATA INPUT VIA XML-FILE UPLOADING Step1: Choose the file tab "Upload". On the screen "XML-file Upload" you click the button in order to find the previously prepared XML-file on your PC. Once you found and indicated it you click the button message with indication of a treatment ticket number.. Next you get a treatment info On the screen "File transfer history list" you can follow up the handling of your uploaded file. You need to select the line with the indicated ticket number by means of a tick off and to click the icon ("History") in order to follow up the state and to consult the validation report. Remark: File uploading may take a while and the user sometimes has to wait some time in order to get the feedback. Step2: You can now return to the overview screen and see whether the status of the involved period is switched to closed. Once this is OK, you can quit the application via the link on the top-right. 5. USE OF MESSAGES Under the file tab "Reports" within OneGate you can exchange messages with the Domain or File Managers. This can be done on the domain level (e.g. BBP, MBS, EX...) and on the form level (F02TRA, F02BRO...). This is possible whenever you see the icon ("Send"). Via the file tab "Messages" you can: on the one hand, under "Messages", consult the internally exchanged Messages on the other hand, under "File transfer Log" o request the file transfer detail (CSV- or XML-format) and o follow up the file transfer progress via the icon ("History") erase data and messages by clicking on next icon: (Erase).