Using FTP Requests to Update PDW

Use the FTP Request PDW Update utility to do the following using File Transfer Protocol (FTP) to automatically download and import generic flat file or IDW data directly to the PDW Catalog, unzip zipped generic flat files or IDW data files, or schedule downloads and imports for regularly updated vendors.

Use the Local Path For PDW FTP Files control maintenance record to define a directory to which to download generic single or multiple flat files or IDW data. The system cannot import multiple files into the PDW Catalog. Instead it downloads the files into the defined directory, and you can then manually import each file into the PDW Catalog.

Important: Use the FTP Request PDW Update utility in place of the EDI Request IDW Catalog or FTP Request IDW Catalog utilities to more easily download and import vendor data into the PDW Catalog. Unlike the two step FTP Request IDW Catalog, this process is only one step because you have the option of directly importing the data into the PDW Catalog.

To use FTP Requests to update the PDW Catalog:

  1. From the Tools > Product Data Warehouse (PDW) > PDW Update Requests menu, select FTP Request PDW Update to display the FTP Request PDW Update screen.

  1. In the Import Map field, enter the import map ID for which to download and import the generic flat file or IDW data.

Note: The system saves the FTP Request PDW Update data entered for the import map ID so that you do not have to re-enter the data for future downloads and imports.

  1. Complete the following fields, as needed:

Field

Description

Communication Profile

(Optional) New in release 9.0.4.

If you have a communication profile set up, you can select a profile to populate the remaining fields. For more information about how communication profiles work, see About Communication Profiles in the System Maintenance online help documentation.

Note: Based on the communication profile you select, the remaining options change due to protocol requirements.

Important: You must set up a profile for any secure transactions. If you use the FTP Transfer Maintenance window and do not load a profile, then the system sends the information over standard FTP. For more information about communication profiles, see About Communication Profiles in the System Maintenance online help documentation.

FTP Address

FTP site address for the data update.

Directory

Directory within the FTP site where the file is located.

File Name

Name of the file you want to download.

Username

Your user name for the FTP site.

Password

Your password for the FTP site.

Load PDW

Indicate whether to automatically import data into the PDW Catalog.

Select this check box Type Y to allow the system to automatically import the data into the PDW Catalog; otherwise leave deselected type N. If you enter N, the system places the data in the directory defined in the Local Path For PDW FTP Files control maintenance record.

Note: If you are downloading multiple files, the system places the files in the directory defined in the Local Path For PDW FTP Files control maintenance record. The system cannot import multiple files into the PDW Catalog simultaneously.

Unzip File

Indicate whether to automatically unzip zipped files.

Select this check box Type Y  to allow the system to automatically unzip zipped files; otherwise leave deselected type N. If you leave this deselected, enter N, the system places the zipped file in the directory defined in the Local Path For PDW FTP Files control maintenance record.

Note: If the zipped file contains multiple files, the system places the files in the directory defined in the Local Path For PDW FTP Files control maintenance record. The system cannot download multiple files into the PDW Catalog simultaneously.

Remove Remote File

Whether to automatically delete the file from the remote FTP server after a successful download.

Select this check box Type Y to allow the system to automatically delete the file; otherwise leave deselected type N to leave the file on the remote FTP server.

Import Date

Date you want this data to be stamped as effective in the PDW Catalog.

For example, if you are importing new pricing information on 12/01/06, but the data is not effective until the new year, enter 01/01/07 as the Import Date Stamp to mark the information as inapplicable until the correct date.

Effective Date

Date the vendor's prices are activated. For example, if you are importing new pricing information on 12/01/01, but the data is not effective until the new year, enter 01/01/02 as the Effective Date to mark the information as inapplicable until the correct date.

Set the Use Data Identifier to Yes if you want to use the setup from the PDW Import Maintenance settings.

Use the Use Most Current Eff Date if Eff Date Data Identifier Is Blank control maintenance record  if you want to use the most current PDW price effective date if the Date Data Identifier field is left blank.

Set the control maintenance record to Yes, if you want to use a data identifier instead of an actual date from the associated import map. This means the system uses the Price Effective Date field value from the import map to populate the Price Eff column in the PDW Price Viewer.

Allow New Item Creation

Whether to create a new item in the PDW Catalog if the system does not find an existing matching product.

Select this check box Type Y  to create a new item; otherwise leave deselected type N to discard the import data.

Note: If you do not correctly enter a matching metadata item and select this option enter Y in the Allow New Item Creation field, the system uses this imported data to create a new item in the PDW Catalog.

Matching Catalog Item

Metadata item in the PDW Catalog to which to map the layout key.

If you are using an existing import map, the system populates this field with the metadata item in the PDW Catalog to which the layout key is mapped.

Note: Use the Filter hot key to build a filter for mapping the data to the correct metadata item. Use a filter when you use a catalog number that might not be unique to only the vendor providing the data.

Key To Import

Unique number, such as a UPC number, Manufacturer Catalog or Part Number, or an NAED number, to define the key to the file for the import map.

The system populates this field with the layout key you assigned to the import map when you created the map.

Note: This field is view-only.

  1. Do one of the following:

Note: If you are running more than one update, you can select the Options > Leave Window Open check box to keep the import driver always open after you start an update.

  1. Use one of the following hot keys to update the PDW Catalog and exit the screen:

Hot Key

Function

Begin

Runs the utility immediately in the foreground.

Schedule

Displays the Phantom Scheduler screen so you can schedule the utility.

See Also:

Unique PDW Imports and Data Sources Overview

Importing IDW Catalog Data into PDW

Defining PDW Import Layouts

Mapping PDW Import Data