NFRC ACCREDITED SIMULATION LABORATORY LPL PHASE II TRAINING. June 14 & 16, 2016

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1 NFRC ACCREDITED SIMULATION LABORATORY LPL PHASE II TRAINING June 14 & 16, 2016

2 NFRC CPD PROJECT: LARGE PRODUCT LINE - PHASE II Agenda Details of CSV and XLS upload spreadsheets CPD streamline upload procedure for CSV New CPD release dates

3 CSV SIMULATION AND TEST UPLOAD SPREADSHEETS Modifications, Updates, and New Features

4 CSV SIMULATION AND TEST UPLOAD VERIFICATION Changes to Upload Spreadsheet Formats for CSV Files New New New All header information is located at the top left Data-check button has been merged across the full page Laboratories enter data into NFRC Upload Form in Excel (xlsm), and save the file as CSV file type (CSV (Comma delimited) (*.csv))

5 CSV SIMULATION AND TEST UPLOAD SPREADSHEETS Laboratories enter data into NFRC Upload Form in Excel (xlsm), and save the file as CSV file type. Labs to forward csv version, NFRC 701 will be updated. Preview CSV files

6 CSV SIMULATION AND TEST UPLOAD VERIFICATION Verification of NFRC upload requirements and codes in CSV spreadsheets are done by: In Excel: Verified when simulator or test user selects Data Check in upload. In CPD: Simulation: Automatic verification integrated during report upload process for simulator, as Lab Report Verification Service (LRVS). Test: No additional verification in the CPD is preformed for the test user.

7 CSV SIMULATION AND TEST UPLOAD VERIFICATION Changes to Excel Data Macro Check for CSV Files Update No longer removes blank rows or reinserts blank rows Update Validation Option requires report type to be New or Recertification New Emissivity surface must match the number of panes entered Update SHGC/VT-cog ranges corrected (0 X 1) New Entry Doors: Pane information (ids/thickness) not required if Entry Door codes are included for opaque slab Spacer information required to be N if Entry Door codes are entered for opaque slab with no pane information (ids/thickness) Update U-factor cannot be numeric Update CR ranges corrected (0 X) New Report type shall be spelt correctly and not blank Update Rating Procedure updated to only allow 2010 or 2014 Update Report Date shall be a valid date sequence (MM/DD/YYYY or MM/DD/YY) If YY/MM/DD is entered, Macro automatically converts to MM/DD/YY New Commas are converted to a pipe symbol ( ) **A full list of DataMacro checks will be provided in the Simulation user manual.**

8 CSV SIMULATION AND TEST UPLOAD SPREADSHEETS New Requirements Groupings will not be separated with commas. The macro-check will automatically convert all commas to a pipe symbol ( ). The pipe symbol will be the permanent replacement. If commas are not removed, CSV will fail upload during LRVS and not be able to be submitted to the IA. Error TXT File Text: Error during data check. 17was the last row being tested Input string was not in a correct format. at System.Number.ParseDouble(String value, NumberStyles options, NumberFormatInfo numfmt) at System.Double.Parse(String s, IFormatProvider provider) at LabReport_Business

9 CSV SIMULATION AND TEST UPLOAD SPREADSHEETS Remains the Same All codes from NFRC Database Codes Directory shall be entered in the same manner. Symbols previously accepted are still able to be entered: i.e.: forward slash / for gas fill; commas, for grouping (see New Requirements for comma exception).

10 CSV SIMULATION AND TEST UPLOAD SPREADSHEETS Benefits The CSV file type allows the CPD to store the data directly in the database, and not be limited to the Excel file capabilities, plus it reduces the storage requirements of NFRC servers. Simulation laboratories will be able to take advantage of the number of rows in Excel (1 million+) and not have to break-up files unless the product line exceeds the row capacity. * Upload file size limits will be provided in the simulation manual.

11 CSV SIMULATION AND TEST UPLOAD SPREADSHEETS Rating Procedure: 2010 or 2014 A product line can be modified by a simulation revision CSV upload, even if the product line originated from CSV or XLS. Rating Procedure cannot be modified by the IA.

12 XLS SIMULATION AND TEST UPLOAD SPREADSHEETS Notice of Limitations and Sunset Date

13 XLS SIMULATION AND TEST UPLOAD SPREADSHEETS Excel 2003 or 2007 Upload Spreadsheet No advancements, changes, or improvements have been made to the XLS uploads, Lab Report Test Tool (LRTT), s or CPD application notifications, or processes to publish the XLS file type in the CPD. XLS versions of the upload spreadsheet may continue to be submitted until: December 31, XLS files will remain available for IAs to process until an acceptance sunset date is determined.

14 XLS AND CSV UPLOAD SPREADSHEETS Cross-File Limits Acceptance into any product line The IA may accept a CSV file upload for any product line, regardless of the product line s originating upload. Product Line Sim and Test submittals must match XLS and CSVs cannot be matched together in the Validation Comparison process.

15 NFRC CERTIFIED PRODUCT DIRECTORY (CPD) Features, CSV upload procedure, LRVS integration, and dual file type platform.

16 USER FRIENDLY FEATURES: S AND NOTIFICATIONS s: Users can opt-in to receive s, or opt-out by selecting the check box in their account details once logged into the CPD. The opt-in and opt-out affects s for both XLS and CSV reports.

17 USER FRIENDLY FEATURES: S AND NOTIFICATIONS Sim/Test Lab Notifications (in Notification Tab) Report Passed/Failed LRVS: CSV Report Added to Database: CSV Validation Failure Notifications: CSV * Notifications are logged even when user opts-out of s.

18 USER FRIENDLY FEATURES: S AND NOTIFICATIONS CSV files s/notifications for simulation and test reports Only the two users associated with the report or action on the report will receive s and/or notifications. If the user who preforms the action on the report opts-out of s, the cc user will not receive a copy. Notifications CSV Sim CSV Test Uploaded Report Failed LRVS Passed LRVS Failed Validation Comparison Lab Response to Failed Validation Comparison No No No Yes Yes (cc) Notification Yes Yes Yes Yes No No No No Yes Yes (cc) Notification Yes N/A N/A Yes No

19 USER FRIENDLY FEATURES: S AND NOTIFICATIONS s/Notifications for Simulation and Test XLS Files ALL users will receive s and/or notifications. Users associated with the laboratory that uploaded a report; or, Users associated with the IA that preformed action on the report Uploaded Failed Passed Lab Response to Failed Validation Failed Validation Notifications Report LRTT LRTT Comparison Comparison XLS Sim No No No Yes Yes (cc) Notification No No No No No XLS Test No No No Yes Yes(cc) Notification No No No No No

20 INTRODUCTION TO THE UPDATED CPD Lab Reports Tab New: Upload Summary Page: The Lab can easily identify CSV vs XLS uploads in the new column Format. Upload Details Page: (see next 2 slides) o CSV file types have open comment box and no file type criteria listed. Web address will have cpd-nfrc.org. o Sim XLS file types have the designation File Type: CPD 2.0. Test XLS file types have no comment box. Web address will have cpd2-nfrc.org

21 INTRODUCTION TO THE UPDATED CPD Simulation CSV Upload Open comment box Look for cpd-nfrc.org in address

22 INTRODUCTION TO THE UPDATED CPD Simulation XLS Upload File Version listed Look for cpd2-nfrc.org in address

23 INTRODUCTION TO THE UPDATED CPD Test CSV Upload Open comment box Look for cpd-nfrc.org in address

24 INTRODUCTION TO THE UPDATED CPD Test XLS Upload No comment box that is blank Look for cpd2-nfrc.org in address

25 INTRODUCTION TO THE UPDATED CPD Home Tab (demonstration will be provided) The CPD accepts either XLS or CSV file types CSV File Upload o Labs select Manufacturer, IA, report type, upload submission, and LRVS verification integrated into a single step. Labs remain on page for consecutive report uploading. XLS File Upload o Labs will continue to verify spreadsheets with the LRTT, upload, and select the IA in 3 separate steps. Labs browse back to upload page for consecutive report uploading. Test CSV and XLS files do not apply to LRTT and LRVS. This period of overlap will only be until: December 31, 2016.

26 INTRODUCTION TO THE UPDATED CPD Lab Report Verification Service (LRVS) for Simulation CSV files only. Once the lab selects to add a report to the CPD, the file will automatically be verified through the LRVS. If file passes, the data from the report is added to the CPD. If file fails, an error log is provided where Report Number is located and a txt error log file can be downloaded when selected.

27 INTRODUCTION TO THE UPDATED CPD Additional checks to the online LRVS for Simulation CSV Files (additional to the previous checks done through LRTT) New New New New New New Pane ID can be blank Pane Thickness can be blank Gap Fill can be blank, verifies with code directory Gap Fill % can be blank Emissivity can be blank Grid Types verifies with code directory **A full list of LRVS checks will be provided in the Simulation user manual.**

28 STATUSES UPLOAD SPREADSHEETS New Test Lab CSV Upload Status Accepted by IA. Pending Product Line Generation o Lab Report has been accepted, and is waiting to be published by the IA. If test validation is required, this has been accepted as well.» When used as part of Validation Comparison which was accepted and published, Test uploads will receive an accepted status of Accepted by IA. Pending Product Line Generation. This will remove the report from the default Lab Reports page filter (Unverified).

29 USER BEWARE For Test CSV files: The manufacturer name will not be flagged if: typed incorrect in the upload, or a different manufacturer is selected then is typed in the upload. The upload will be submitted to the manufacturer selected in the Lab Reports submittal page.

30 USER BEWARE For Test CSV files: (continued ) Special Cases Test Only products will continue to be submitted via a simulation upload spreadsheet as a nonvalidation option for Not Applicable.

31 USER BEWARE For Simulation CSV files: Naming Files differently is optimal When upload fails, an error log contains issues in *.txt downloadable file. No data will be uploaded or able to be viewed in the CPD. When simulations are verified through the LRVS, only 25 errors will be identified. The LRVS will halt checking and provide the error log.

32 USER BEWARE For Simulation CSV files: (continued ) Special Cases When uploading one of the following grouped product lines, do not select an IA in the one-step submittal process: o Multi-Purpose Products o Same Product Type o Not Applicable (Sim Only) The user will select non-validation reason in the report details, then submit to the IA.

33 CPD CSV/XLS UPLOAD AND SUBMITTAL DEMONSTRATION View Live Demonstration

34 CPD LPL PHASE II RELEASE CPD will be offline: Thursday, June 8:00 pm EDT CPD will be back online Monday, June 27 8:00 am EDT

35 LAB RESPONSE REQUESTED Review CSV Spreadsheet Formats Staff requests each laboratory to review the new simulation and / or test upload spreadsheet to determine when the new CSV process can be implemented into their reporting system. Please confirm by Monday, July 18, 2016 when your lab will implement the spreadsheet. The sunset of XLS version and implementation of CSV version will be on January 1, Laboratories will not be able to submit XLS spreadsheets after this date; however, Inspection Agencies will have access to accept spreadsheets in XLS version. Additional details will be provided. Download the zip file for NFRC Simulation CSV Upload Sheet v4.0.xls Download the zip file for NFRC Test CSV Upload Sheet v4.0.xls

36 CPD SUPPORT Details of the Large Product Line Project can be viewed here: CPD Project Page User Manuals Released at the end of training sessions. To contact staff with any issues regarding CPD (example: uploads, failed publications, CPD unresponsive, error messages) Recorded Training Released at the end of training sessions.

37 THANKS FOR YOUR TIME Questions???