Loader Standard Operating Procedures

The loader runs on the Loader Workstation.

Log in to the Loader Workstation
Collect the 101requestor.dat file from glue2.uits.uconn.edu:
- Launch FileZilla
- Locate the glue2 configuration from the site manager menu icon. This logs you in to glue2. You will be in the /home/famis/frs/101requestor directory
- On the local side…(note where you put the file
- Drag the 101requestor.dat file to the appropriate local directory
Launch Internet Explorer and log in to FAMIS Proper
Navigate to the appropriate form:

Requestors
SS Users
Employee
Misc Costs
Equipment/Assets

Requestors
Navigate to the Requestor Information Form (Quickpick under Maintenance Management Admin)
Launch Visual Studio
From the File Menu, select the Open Project menu item
Navigate to FAMISLoader.sln by going to the Desktop in the FAMIS Loader folder, and opening the FAMISLoader folder.
The project is now ready to run. Click on the Start button.
This launches the FAMIS Loader form. Hide the rest of Visual Studio.
Go back to the FAMIS Requestor List Form. Ensure this window is MAXIMIZED on the monitor
Bring the Visual Studio FAMIS Loader form to the front
Select the Requestor menu item on the Loader menu of the FAMIS Loader form
Navigate to the settings folder in the FAMIS Loader project folder. Select the APP_Settings_New.xml file
The Requestor Loader is now launched. The Select Environments tab will already be configured due to the selection of the xml file. Naviage to the Select input file tab
Click the Select input file button and pick the 101requestor.dat file
The loader the behaves best if the mouse is close to where it needs to be based on the xml instructions. To minimize the chance of error, align the Run button on the Requestor Loader Application to be over the Requestor column header on the FAMIS Requestor List form
Click the Run button. The Application window goes away and you need to click in the Yellow Requestor box on the Requestor List form
DO NOT TOUCH THE MOUSE or KEYBOARD from here on out
SSUsers
Navigate to the Self Service Applications Settings Form (Self Service Security, third tab). Select the Applications Assigned to User Tab.
Launch Visual Studio
From the File Menu, select the Open Project menu item
Navigate to FAMISLoader.sln by going to the Desktop in the FAMIS Loader folder, and opening the FAMISLoader folder.
The project is now ready to run. Click on the Start button
This launches the FAMIS Loader form. Hide the rest of Visual Studio.
Go back to the Self Service Applications Settings Form. Ensure this window is MAXIMIZED on the monitor
Bring the Visual Studio FAMIS Loader form to the front
Select the Self Service User menu item on the Loader menu of the FAMIS Loader form
Navigate to the settings folder in the FAMIS Loader project folder. Select the APP_Settings_New.xml file
Select the Tab
The Requestor Loader is now launched. The Select Environments tab will already be configured due to the selection of the xml file. Navigate to the Select input file tab
Click the Select input file button and pick the 101requestor.dat file
The loader the behaves best if the mouse is close to where it needs to be based on the xml instructions. To minimize the chance of error, align the Run button on the Loader Application to be over the Applications Assigned to User Tab on the Self Service Applications Settings form.	{Insert image of correct positioning of the loader window before selecting Run}
Click the Run button. The Application window goes away and you need to click in the Applications Assigned to User Tab on the Self Service Applications Settings form	{Insert image of correct positioning of the place to click on the form}
DO NOT TOUCH THE MOUSE or KEYBOARD from here on out
Employee (activates and inactivates)
Navigate to Employee Form Navigation path from Home: Space Management Admin ->Configuration ->Personnel -> FSM Employees—->
Launch Famis Loader
From the File Menu, select the Open Project menu item
Navigate to FAMISLoader.sln by going to the Desktop in the FAMIS Loader folder, and opening the FAMISLoader folder.
The project is now ready to run. Click on the Start button
The launched FAMIS Loader.
Go back to the Employee Form. Ensure this window is MAXIMIZED on the monitor
Bring the Visual Studio FAMIS Loader form to the front. Select the Requestor menu item on the Loader menu of the FAMIS Loader form
Navigate to the settings folder in the FAMIS Loader project folder. Select the APP_Settings_New.xml file
The Select Environments tab will already be configured due to the selection of the xml file.
Navigate to the Select Form Settings tab. Then Click on the Select Form Settings button.
Select the FSM_Employee.xml file.
Navigate to the Select Input File tab. Then Click on the Select Input File button.
Select the 101requestor.dat file
Select Either the “Load Employees” button or the “Inactivate Employees” button.
After slight pause, click on the Employee Form, this should bring up the window that displays “Please click OK to close this, then click on the Employee form“. Follow those instructions (click on OK, then click on form).
Note(If you are doing “Inactivate Employees”, you are done with preparatory steps.. DO NOT TOUCH THE MOUSE or KEYBOARD from here on out.) If you are doing “Load Employees”, please continue with the steps below.
It is recommended to reposition the login page as seen in the next screen shot before logging in…
Repositioned Window shown. Login with your NetID and password, then click
After logging in with NetID, Click on the OK button in the small window of the Loader. Then click on the form just under the first field… somewhere near Work Assignment label is good.
DO NOT TOUCH THE MOUSE or KEYBOARD from here on out
Misc Costs
Preliminary Steps: When contacted to run this Loader, a spreadsheet will be attached in the email. This spreadsheet should contain a single sheet with 8 columns (A-H). Save this spreadsheet to Data folder. Arrange a Time for contact person to log into famis
Just prior to arranged time, Launch Famis Loader
From the File Menu, select the Open Project menu item
Navigate to FAMISLoader.sln by going to the Desktop in the FAMIS Loader folder, and opening the FAMISLoader folder.
The project is now ready to run. Click on the Start button
This launches the FAMIS Loader form. Hide the rest of Visual Studio.
Just prior to arranged time, using IE, navigate web browser page to famis login page:
At arranged time, Contact person through Skype and share Desktop with them allowing them to log in with their NetID.
Either you or contact person then navigates to Miscellaneous Costs form in famis and Stop the Desktop Sharing
Bring the Visual Studio FAMIS Loader form to the front. Select the Requestor menu item on the Loader menu of the FAMIS Loader form
Navigate to the settings folder in the FAMIS Loader project folder. Select the APP_Settings_New.xml file
Select the FCP_Misc_Costs.xml file.
Select the spreadsheet saved locally (sent from contact person)
Select the Run tab, then click the Run button.
DO NOT TOUCH THE MOUSE or KEYBOARD from here on out
When done, let contact person know so they can spot check results of load.

Requestors

SSUsers

Employee (activates and inactivates)

Misc Costs