Configuring Specifications

Within the Configuration tab of a Specification you can select which session template you would like to use, and configure conformance modes.

Selecting the Edit icon in the Session Template field will allow you to choose a template to use and, once this has been selected, the relevant data stores will be available to configure.

The Enable Map toggle allows users to use the View Map feature if it is enabled. If the selected Session Template is in Production Mode, the toggle will be disabled as the Map is not available in this mode.

The Configuration tab with the Session Template field annotated.

Navigate the file structure and choose the required template and click Confirm.

Session Template popout.

The task list will be populated by the template, where you can then configure Pass Thresholds and task options.

ClosedConformance Mode

The Conformance Mode sets how Tasks in a specification are verified, including setting their Pass Thresholds.

Conformance Mode

Description

All Check Rules Tasks

Only Check Rules Tasks will be used for verification.

All Tasks

Both Rules and Actions Maps will be used for verification.

Selected Tasks

Only the selected Tasks will be used for verification.

ClosedInputs

After loading a Session Template all the Inputs will be added automatically. These can be reordered, removed, renamed, made to be optional, or linked to another available Data Store.

A Project's configuration page showing three inputs required by the Session.

New inputs can be added by clicking the Add Input button and setting a name and whether it is required.

Add Input panel.

It can then be linked to a Data Store by clicking the Edit button and choosing an available Data Store.

Add Input panel.

Linking multiple Data Stores to one Input will give users the choice of Data Store type to upload. It will only allow one upload per Input.

The Inputs can reordered by clicking the up and down arrows to move the selected Input up and down the ordering. This will change the order that the Inputs are displayed to Users when uploading files or configuring Schema Mappings.

Auxiliary Files

Additional files can be added to the Submission for each unlinked input. The file types are not restricted, allowing images, spreadsheets, documents, etc to be uploaded.

A Project's configuration page showing three inputs required by the Session.

It is recommended that the input name describes what the expected auxiliary files are if they are required. All auxiliary files are available to download in the Submission Results.

A Project's configuration page showing three inputs required by the Session.

ClosedData Stores

From here, you can decide whether to allow the upload and download of input/output data, enable/disable schema mapping, and allowing user-supplied parameters.

A Project's configuration screen showing the data stores with inputs and outputs.

ClosedUpload Mode

The Upload Mode can be set so that submissions don't require data to be uploaded before running. This will use the data that was set in the 1Integrate configuration for the submission.

Upload Mode

Description

Not Supported

Data cannot be uploaded

Optional

Data isn't necessary but can be uploaded if needed.

Required

A file must be uploaded.

ClosedSchema Mapping

The Schema Mapping can be set to enable or disable the automatic or manual schema mapping.

     Note: If there are unmapped classes or attributes then the submission will be unable to continue unless unmapped source/target data is enabled.

Schema Mapping

Description

Automatic - Editable

The schema is automatically mapped but allows Suppliers to edit the schema. This will also apply previously saved mappings that match the data structure.

Automatic - Show mapping

The schema is automatically mapped. Supplier users can see the mapping but cannot make edits.

Automatic - Hide mapping

The schema is automatically mapped and hidden to the supplier user, also preventing any edits to the mapping.

Use source schema

The schema of the uploaded data is used without modification. This is useful for running generic rules that don't require a specific schema, or when generating a schema validation report, see Validate Schema task details.

ClosedDownload Modes

The Download Modified Input Mode and Download Mode can be set to enable or disable the ability to download data.

Download Modes

Description

Downloadable

The Modified Input/Output data can be downloaded. This also enables the Output Filename Template field.

Not Supported

Data cannot be downloaded.

ClosedOutput Filename Template

The Output Filename Template field can be edited when the Output Data is downloadable. Clicking the Edit icon opens the Edit Output Filename popout.

The template for the filename can be constructed using the provided variables. Clicking a variable type lists the variables associated with that type eg. Project has Project Name and Project Key.

Choosing a variable will insert it into the text field at the selected location. Multiple variables can be inserted and text, including variables, can be manually typed. Once the template is ready, click Confirm to save it.

The popout for configuring a template for output filenames.

     Note: Filenames can be completely static, as variables are optional. However, for clarity and best practice, this is not advised.

ClosedUser-Supplied Parameters

Adding User-Supplied Parameters allows users to edit those Data Store Parameters at the Upload Data stage. This also allows users to connect to an external Data Store.

A Specification's configuration screen showing Coordinate Reference System and Character Encoding parameters.

     Note: Information on parameters can be found for the respective Data Stores in the 1Integrate documentation.

ClosedTasks

This tab displays a breakdown of all tasks associated with your selected template.

Project Configuration showing the list of tasks that a submission would perform in the processing phase.

If Selected Tasks Only is the chosen Conformance Mode, you can choose which Tasks will be used to confirm success or failure by selecting the Record conformance results check boxes.

Example configuration containing all the tasks with task options.

Task

Task Option

Description

Validate Schema

Record conformance results

 

 

Enabling this allows the collection of conformance statistics and the setting of Pass Thresholds.

 

 

Check Rules

Apply Action Map

Pause

Require all previous tasks to pass

When this is enabled the submission will be automatically rejected if any previous tasks do not meet the pass threshold.

ClosedPass Thresholds

If you have Pause tasks defined in your 1Integrate Session, you have the option to enforce pass thresholds with the Require all previous tasks to pass option. For more information about 1Integrate Sessions, please refer to the 1Integrate documentation.

Defining a Pass Threshold (%) on a task will determine the percentage of feature conformance required in order to continue a submission. The Pass Threshold (%) defaults to 100.00% and can only be edited on Tasks with the Record conformance results option enabled.

     Note: You can set a Pass Threshold (%) for submissions that do not have pause tasks. This will not halt the submission process but will give a warning to the user and show the percentage of conformation.

ClosedActions

The Actions tab allows Actions to be run after all Tasks have finished processing. These will be displayed under the heading Action Results after all other Tasks in the Submission Results and the PDF report.

A Project's configuration page showing three inputs required by the Session.

New Actions can be added by clicking the Add Action button and setting a name and the Action Kind.

Add Input panel.

Each of the supported Actions must be configured in order to save the specification.

Action Kind

Parameters

Description

Copy Input

Name: Name of the Action.

Named Location: The locations where the input will be stored.

Target Path: The path where the inputs will be stored within the Named Location.

Linked Inputs: The inputs processed by this action.

Copies the selected linked inputs to the target path provided within the named location.

     Note: Named Locations must have been created previously in the System Activity tab under System.