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User Manual for DMA
EDAMIS 3.3
Author Eurostat Unit B5: Data and metadata services and standards
Release 1.0
Status Final
Reference GUI 2016-03-21 GUI (User Manual for DMA) F.doc
User Manual for DMA EDAMIS 3.3 - 2 -
TABLE OF CONTENTS
1 INTRODUCTION ......................................................................................................................................... 6
1.1 BACKGROUND INFORMATION .................................................................................................................... 6 1.2 WHAT IS EDAMIS? .................................................................................................................................. 7 1.3 EDAMIS: TWO TREES, TWO GARDENERS .................................................................................................. 7 1.4 THE EDAMIS NAMING CONVENTION ........................................................................................................ 8
2 HOW TO ACCESS EDAMIS VIA THE WEB PORTAL? ..................................................................... 10
3 GETTING STARTED WIH A NEW DOMAIN ...................................................................................... 11
4 HOW TO MAINTAIN THE EDAMIS INVENTORY? .......................................................................... 12
4.1 MANAGING THE EDAMIS DOMAIN ......................................................................................................... 12 4.1.1 How to create a new domain? ....................................................................................................... 12 4.1.2 How to update the information linked to an existing domain? ...................................................... 12
4.2 MANAGING THE EDAMIS DATASET........................................................................................................ 16 4.2.1 How to create a new dataset? ....................................................................................................... 19 4.2.1.1 Section ‘Dataset identification’ ..................................................................................................... 19 4.2.1.2 Section ‘Transmission’ .................................................................................................................. 20 4.2.1.3 Section ‘Timeliness’ ...................................................................................................................... 22 4.2.1.4 Section ‘Confidentiality’ ............................................................................................................... 24 4.2.1.5 Section ‘Validation’ ...................................................................................................................... 25 4.2.1.6 Section ‘Other’ .............................................................................................................................. 25 4.2.2 How to activate/deactivate a dataset? ........................................................................................... 26 4.2.3 How to update a dataset? .............................................................................................................. 27 4.2.4 How to copy a dataset? ................................................................................................................. 27 4.2.5 How to delete a dataset? ............................................................................................................... 28
4.3 MANAGING THE DATASET TIMETABLE .................................................................................................... 29 4.4 MANAGING THE LINKS BETWEEN DATASETS AND COUNTRIES ................................................................. 31
4.4.1 How to create a link between a country and a domain/dataset? ................................................... 34 4.4.2 How to create a delegated organisation? ..................................................................................... 36 4.4.3 Rules applied ................................................................................................................................. 37 4.4.4 How to update the link between a country and a domain/dataset? ............................................... 37 4.4.5 How to delete a link between a country and a domain/dataset? ................................................... 38 4.4.6 How to rename an organisation? .................................................................................................. 38
5 HOW TO MANAGE USER INFORMATION AND RIGHTS ? ........................................................... 40
5.1 THE MANAGE USERS FORM ..................................................................................................................... 40 5.1.1 Section Information ....................................................................................................................... 41 5.1.2 Section Organisation ..................................................................................................................... 42 5.1.3 Section Rights (Org) ...................................................................................................................... 42 5.1.4 Section Preferences ....................................................................................................................... 44 5.1.5 Section Emails ............................................................................................................................... 44 5.1.6 Section Notifications ..................................................................................................................... 46
5.2 THE MANAGE RIGHTS BY DOMAIN / DATASET ........................................................................................ 47 5.2.1 Add right ....................................................................................................................................... 48 5.2.1.1 Grant the requested right .............................................................................................................. 48 5.2.1.2 Give right to a user ....................................................................................................................... 48 5.2.2 Update a right ............................................................................................................................... 49 5.2.3 Remove rights ................................................................................................................................ 50
6 HOW TO MANAGE ORGANISATIONS AND PERSONS FORM ? ................................................... 51
6.1 PARAMETERS OF THE ORGANISATION ...................................................................................................... 52 6.2 MANAGING A USER .................................................................................................................................. 52
6.2.1 How to create a user ..................................................................................................................... 53 6.2.2 How to update a user of an organisation ...................................................................................... 54 6.2.3 How to delete a user of an organisation ....................................................................................... 54
7 HOW TO ASK MORE RIGHTS OR REMOVE EXISTING RIGHTS ? ............................................. 55
7.1 AN USER CAN ASK MORE RIGHTS ............................................................................................................. 55 7.2 AN USER CAN REMOVE HIS RIGHTS .......................................................................................................... 56
User Manual for DMA EDAMIS 3.3 - 3 -
8 HOW TO SELF REGISTER IN EDAMIS ? ............................................................................................ 57
8.1 SELF-REGISTRATION PROCESS ................................................................................................................. 58 8.1.1 Connect to the EDAMIS portal ..................................................................................................... 59 8.1.2 Fill in the EDAMIS self-registration request form ........................................................................ 59 8.1.3 Send the self-registration request and wait for the reply .............................................................. 61
9 HOW TO SEND DATA FILES USING EWP ? ....................................................................................... 62
9.1 SEND DATA (NEW) MENU ................................................................. ERROR! BOOKMARK NOT DEFINED. 9.1.1 Accept the requests ........................................................................................................................ 62 9.1.2 Select the data file ......................................................................................................................... 64 9.1.3 Fill in the metadata ....................................................................................................................... 64 9.1.4 Perform the transfer and check the transmission status ................................................................ 65
TABLE OF FIGURES
Figure 1: EDAMIS approaches to provide data to Eurostat ....................................................... 7 Figure 2: EDAMIS trees and gardeners ..................................................................................... 8 Figure 3: EDAMIS naming convention ..................................................................................... 9 Figure 4: EWP login form ........................................................................................................ 10 Figure 5: EWP welcome page .................................................................................................. 10 Figure 6: Manage Domains - Menu ......................................................................................... 12
Figure 7: Manage Domains – List ............................................................................................ 12 Figure 8: Manage Domains – Domain form ............................................................................ 14 Figure 9: Manage datasets menu .............................................................................................. 16 Figure 10: Manage datasets list ................................................................................................ 16
Figure 11: Manage datasets – Dataset Form ............................................................................ 19
Figure 12: Manage Datasets form - Identification ................................................................... 19 Figure 13: Manage datasets form – Transmission ................................................................... 20 Figure 14: Manage datasets form – Timeliness ....................................................................... 22
Figure 15: Manage datasets form – Timeliness ....................................................................... 24 Figure 16: Manage datasets form – Confidentiality ................................................................. 24
Figure 17: Manage Datasets form – Validation ....................................................................... 25 Figure 18: Manage Datasets form – Other – Sender selected .................................................. 25 Figure 19: Email server ............................................................................................................ 26
Figure 20: Manage Datasets form – Selecting a dataset for activation .................................... 26 Figure 21: Message from webpage – Activation request is sent .............................................. 26
Figure 22: Manage Datasets – Datasets with ‘A’ icon ............................................................. 27 Figure 23: Manage Datasets form – Selecting a dataset for copy ............................................ 27 Figure 24: Manage Datasets – Copy of a dataset ..................................................................... 28 Figure 25: Message from webpage – Successful copy of a dataset ......................................... 28
Figure 26: Manage Datasets – Selecting a dataset for deletion ................................................ 28 Figure 27: Manage Datasets – Deletion of a dataset – Confirmation ...................................... 29 Figure 28: Manage datasets - Detailed timetable by occurrences filter form .......................... 29 Figure 29: Manage datasets – Detailed timetable by occurrences ........................................... 29 Figure 30: Manage datasets – Timetable preview .................................................................... 30
Figure 31: Manage links datasets and countries menu ............................................................. 31 Figure 32: Manage links datasets and countries form .............................................................. 31
Figure 33: Manage Links Datasets and Countries menu .......................................................... 34 Figure 34: Manage Links Datasets and Countries page ........................................................... 34 Figure 35: Links Domains and Countries Management - Form ............................................... 35 Figure 36: Manage Links Datasets and Countries - Form ....................................................... 35 Figure 37: Manage Links Datasets and Countries – Form for a delegated organisation ......... 36
Figure 38: Manage Links Datasets and Countries – delegated organisation added ................. 37 Figure 39: Manage Links Dataset and Countries - Form ......................................................... 38
User Manual for DMA EDAMIS 3.3 - 4 -
Figure 40: Manage Links Dataset and Countries - Dependencies ........................................... 38 Figure 41: Manage Users form ................................................................................................. 40
Figure 42: Manage List of users – Menu ................................................................................. 40 Figure 43: Manage users – User management ......................................................................... 41 Figure 44: Manage Users – Information .................................................................................. 42 Figure 45: Manage Users – Organisation ................................................................................. 42
Figure 46: Manage Users – Rights (org) .................................................................................. 42 Figure 47: Manage Users – Rights (org) .................................................................................. 43 Figure 48: Manage Users – Rights (org) .................................................................................. 43 Figure 49: Manage Users – Rights (org) .................................................................................. 43 Figure 50: Manage Users – Preferences ................................................................................... 44
Figure 51: Manage Users – Emails .......................................................................................... 45
Figure 52: Manage Users – Manage the notifications .............................................................. 46
Figure 53: Manage Rights by Domain/Dataset – List of domains/datasets ............................. 47 Figure 54: Manage Rights by Domain/Dataset – List of user with rights by dataset ............. 47 Figure 55: Manage Rights by Domain/Dataset – Update of user’s role .................................. 48 Figure 56: Confirmation message ............................................................................................ 48 Figure 57: Manage Rights by Domain/Dataset – Add rights for a user ................................... 48
Figure 58: Manage Rights by Domain/Dataset – Change the rights for a user ........................ 49 Figure 59: Manage Rights by Domain/Dataset – Updated rights for a user ............................ 49 Figure 60: Manage Rights by Domain/Dataset – Remove rights for a user ............................ 50 Figure 61: Manage organisations and persons ......................................................................... 51
Figure 62: Manage organisations and persons – Organisations list ......................................... 51
Figure 63: Manage organisations and persons – Users by organisations list ........................... 52
Figure 64: Manage organisations and persons – First part of the screen ................................. 52 Figure 65: Manage organisations and persons – Second part of the screen ............................. 53
Figure 66: Manage organisations and persons – Create a user ................................................ 53 Figure 67: Manage organisations and persons – After creation of a user ................................ 53 Figure 68: Manage Users – Update a user - Information ......................................................... 54
Figure 69: Manage Users – Delete a user ................................................................................ 54 Figure 70: My rights – screen .................................................................................................. 55
Figure 71: My rights – Asking sender rights............................................................................ 55 Figure 72: My rights – Request sent to DMA/TCO ................................................................. 56 Figure 73 – EWP login page .................................................................................................... 57
Figure 74 - ECAS login page ................................................................................................... 58 Figure 75 – Starting the self-registration in the EWP .............................................................. 59 Figure 76 – Selecting the ‘sender’ profile ................................................................................ 59
Figure 77 – Selecting the domain(s)/dataset(s) ........................................................................ 60 Figure 78 – Selecting the recipients of the request .................................................................. 60 Figure 79 – Confirmation message .......................................................................................... 61 Figure 80 – Self-registration confirmation e-mail .................................................................... 61
Figure 10 – Simple upload form ........................................................................... 62 Figure 81 – Security request 1 .................................................................................................. 63 Figure 82 – Security request 2 .................................................................................................. 63 Figure 84 – Send datafile form ................................................................................................. 63
Figure 84 – Selecting the data file ............................................................................................ 64 Figure 85 – Metadata about the file content ............................................................................. 64
Figure 86 – Transmission report .............................................................................................. 65
TABLE OF TABLES
Table 1: Manage Domain List - Attributes .............................................................................. 13
User Manual for DMA EDAMIS 3.3 - 5 -
Table 2: Manage Domain – List of attributes updated only by the ADM/CCO ...................... 14 Table 3: Manage Domain – List of attributes updated by DMA/DCR .................................... 15
Table 4: Manage Datasets – Filter by domains ........................................................................ 16 Table 5: Manage Datasets List - Attributes .............................................................................. 17 Table 6: Manage Datasets – Action buttons ............................................................................. 18 Table 7: Settings of the identification tab ................................................................................ 20
Table 8: Transmission settings ................................................................................................. 21 Table 9: Timeliness settings ..................................................................................................... 23 Table 10: Timeliness settings for using reminders ................................................................... 23 Table 11: Timeliness settings - Continued ............................................................................... 24 Table 12: Confidentiality status ............................................................................................... 24
Table 13: Validation parameters .............................................................................................. 25
Table 14: Manage dataset and countries – Page filters ............................................................ 31
Table 15: Manage dataset and countries – Domain level ......................................................... 32 Table 16: Manage dataset and countries – Dataset level ......................................................... 33 Table 17: Manage dataset and countries – Save/Cancel changes ............................................ 34 Table 18: Relation between the possible rights and the organisation role ............................... 44 Table 19: Possible values for the feedback .............................................................................. 46
Table 20: Manage rights – Rights by organisations - country ................................................. 49 Table 21: Manage Rights– Rights by organisation roles for - ‘EU’ ........................................ 49
User Manual for DMA EDAMIS 3.3 - 6 -
1 INTRODUCTION
The target audience of this manual is Eurostat’s domain managers (and co-responsible
domain managers) working with the EDAMIS Inventory in their unit. It shows in detail
how to use the EDAMIS Web Portal, including maintaining a domain, creating datasets
and linking them to countries to allow the transmission of data files, setting the
timeliness parameters, managing users rights, self registration process and sending
datafiles.
1.1 Background information
EDAMIS: the electronic Data file Administration and Management Information System is
the integrated environment for data transmission and the Single Entry Point for data
arriving at Eurostat. It is operated through the following tools:
EWA: the EDAMIS Web Application is installed at the National Statistical Institutes and
used for sending statistical data files to Eurostat. Interactive, semi-automated and fully-
automated transmissions are supported.
EWP: the EDAMIS Web Portal is installed at the European Commission and used for
managing the dataset inventory, managing the user rights related to the transmissions,
sending statistical data files to Eurostat (as an alternative to EWA) and monitoring the
traffic through its Management Information System.
EDAMIS Web Forms is a component of the EDAMIS Web Portal that can be used for the
transmission of low data volumes. It offers all the basic functions of EWP and does not
require any installation on the PC of the user. EDAMIS Web Forms are typically of interest
to the collection of data in statistical domains where:
data volumes are low,
the data are entered in a spread-sheet like data grid,
certain data validation before transmission is desirable,
installation of external software on the PCs in the organisation is forbidden,
a data sharing agreement with international organisations exists.
Local Coordinators: In each National Statistical Institute (NSI), a Local Coordinator
(LC) is the main contact point with Eurostat for the effective implementation of electronic
data transmission and a contact point for members of their own organisation.
Transmission Coordinators: In each National Statistical Institute (NSI), a Transmission
Coordinator (TCO) is responsible for the management of users' rights within EDAMIS. The
TCO is in charge of managing and granting rights to users inside his organisation. In
NSIs the TCO is usually the Local Coordinator, while in non NSIs, a TCO can be
nominated. A TCO can be allowed to coordinate users in several organisations of the
country, provided that an agreement exists between the organisations concerned.
Data sender and EDAMIS: In each National Statistical Institute, the installed EWA
allows the data provider to send data to Eurostat. If the data sender works in another
organisation, then the EWP should be used instead. EDAMIS Web Forms are accessible
via the EWP. In all cases, the data sender should have an ECAS user-id and should
register with EDAMIS. Further details for EDAMIS and ECAS registration are publicly
available in the EDAMIS Help Centre (accessible without login on EWP home page).
User Manual for DMA EDAMIS 3.3 - 7 -
1.2 What is EDAMIS?
EDAMIS is an environment which implements the concept of the Single Entry Point (SEP)
and delivers received files to the Eurostat production environment (see Figure 1).
EDAMIS enables an easy sending of data files to Eurostat together with explanatory
notes and comments when needed. This environment provides adapted solutions to
several needs and users profiles, i.e. to National Statistical Institutes (NSI) and to other
organisations such as Ministries, National Central Banks, industries, universities and
others agencies. The user authentication to connect to EDAMIS is done via ECAS User-
IDs. In principle, all organisations having EWA installed (not only NSIs) use EWA to
forward their data to Eurostat. In case of problems with EWA, EWP could be used in NSIs
as alternative solution to send data to Eurostat. If Web Forms are used, NSIs should use
Web Forms in EWP unless they can send SDMX-ML files directly via EWA.
Figure 1: EDAMIS approaches to provide data to Eurostat
EDAMIS supports the transmission of all data file formats, it facilitates the fully
automated data transmission and offers services such as traffic monitoring; it does allow
acknowledgments to data senders and notifications to receivers and enables the use of
automatic reminders.
When transmitting data, EDAMIS always provides a secure and encrypted (https) data
transmission channel across the Internet and when dealing with confidential data,
EDAMIS uses a public key for providing a second level of encryption which guarantees
that data are delivered encrypted in the Eurostat secured environment. In all cases, the
encryption is fully transparent for the data senders.
1.3 EDAMIS: two trees, two gardeners
The model of the EDAMIS inventory can be seen as two main trees. Eurostat is the
gardener of the first tree, which defines the hierarchical structure from the statistical
theme to the datasets, while countries are the gardeners of the second tree, defining
relationships between countries, organisations and users (see Figure 2).
User Manual for DMA EDAMIS 3.3 - 8 -
Figure 2: EDAMIS trees and gardeners
Two gardeners are the main actors. The domain managers (DMA) and the co-responsible
domain managers (DCR) at Eurostat manage datasets and users’ links in their respective
statistical domains and within their production units. The transmission coordinators
(TCO) in organisations (mainly NSIs) manage users and their rights (Sender = SEN;
Receivers = REC; Data preparer = DAP; Informed = INF; Sender/Receiver = S/R) within
their organisation. When there is no transmission coordinator in an organisation, the
domain manager and the domain co-responsible are by default the actors who manage
the users’ rights in that organisation.
The administrator (ADM) and the Central Co-ordinator (CCO) are two additional actors
who can help DMA, DCR and TCO in their maintenance tasks of the EDAMIS inventory
and who are able to perform specific administrative tasks where there is a need to set up
particular settings at the EDAMIS back-end, such as specifying the folders for delivery
space in the production environment of a Unit at Eurostat.
1.4 The EDAMIS naming convention
Managing data transmission is not only a technical issue. Above all, it is a matter of good
organisation to enable an effective cooperation between the parties involved: senders,
receivers and applications. The EDAMIS naming convention (DSNC) is used by all
EDAMIS applications (EWA, EWP and EWF) as well as by all components which are
interacting with EDAMIS, i.e. the SDMX-ML formatted messages, the Eurostat SDMX-ML
registry, the validation engines and for Web Services bridging with other third party
applications.
The EDAMIS dataset naming convention is a key point of EDAMIS and the common shell
which will serve all along the maintenance activities of the EDAMIS inventory. The main
concepts used are the ‘Dataset_Id’, the ‘Dataset_Occurence_Id’ and the ‘Data file’ (see
Figure 3).
User Manual for DMA EDAMIS 3.3 - 9 -
Figure 3: EDAMIS naming convention
For each new envisaged data transmission, it is very important to clearly identify the
datasets to be sent in accordance with the DSNC. This must be done as soon as possible
and already at the Working Group discussions stage, when applicable.
The ‘Dataset_Id’ is composed of the ‘Domain_Id’ + ‘the ‘Dataset structure_Id’ + the
‘Periodicity/ies’.
The ‘Dataset_Occurrence_Id’ is composed of the ‘Datset_Id’ + the ‘Country Code’ +
the reference ‘Year’ + the reporting ‘Period’.
For a same Dataset_Occurrence_Id, there is usually only one ‘Data file’ which is
transmitted. In the case of several data transmissions for a data file (e.g. updated data
file) for the same Dataset_Occurrence_Id, EDAMIS will automatically indicate the version
of the data file.
EDAMIS Help Centre and Support
Note A set of comprehensive documents is available at the EDAMIS Help Centre.
They cover a wide range of topics such as the available software tools
(including technical aspects: advice to select the best method to fit the
requirements and the installation procedures). The EDAMIS Help Centre can
be accessed through the following link:
https://webgate.ec.europa.eu/edamis/helpcenter/website/index.htm
The EDAMIS support team is available to help you in case of questions,
resolving incidents or problems encountered when using the data
transmission tools. The support team can be contacted at the following
address.
Email: [email protected]
Tel: (+352) 4301-33213
User Manual for DMA EDAMIS 3.3 - 10 -
2 HOW TO ACCESS EDAMIS VIA THE WEB PORTAL?
To access the EDAMIS Web Portal, enter the following address in your web browser:
https://webgate.ec.europa.eu/edamis
EDAMIS is also available via a link on Eurostat’s intranet: go to the ‘Statistics’ >> ‘Data
transmission’ page.
The Login page appears (see Figure 4):
Figure 4: EWP login form
Click on the [ECAS authentication] button; you will be redirected to the ECAS login page.
For the purpose of this guide it is assumed that the reader (EDAMIS Domain
Manager and Co-responsible) has an ECAS user account in the domain of
“European Commission”. If it is not the case or you are not familiar with ECAS please
contact the EDAMIS support for further instructions.
Enter your ECAS username (or email address) and password, click on the [Login] button
and after successful authentication you are back on the EDAMIS Welcome page (see
Figure 5).
Figure 5: EWP welcome page
The Welcome page displays a summary table of recent data transmissions via the Web
Portal, a number of user menu options (Transmission, Reports, Inventory, Workflow,
User/Rights, Administration, Preferences and Logout) and some links (e.g. the Sitemap,
the EDAMIS Help Centre). Information about details not discussed in this guide is
available in the EDAMIS Help Centre.
User Manual for DMA EDAMIS 3.3 - 11 -
3 GETTING STARTED WIH A NEW DOMAIN
One of the typical activities of a domain manager is creating a domain with underlying
datasets and adding country links. The steps are briefly described below in order to give
you a quick start with EDAMIS.
Open a browser and connect to https://webgate.ec.europa.eu/edamis and log in
with your ECAS User-ID.
First the domain must be created by the EDAMIS administrators. A request form
helps you collect all the required information. The form is available in the EDAMIS
Help Centre under the ‘In Practice’ >> ‘Setting up Transmission’ menu, or can be
obtained from the EDAMIS support. Later on, you will be able to maintain the
domain’s attributes.
Once the domain has been created you may add the datasets that will belong to
it. Several mandatory and optional details need to be provided for each dataset,
but you may also “copy” a dataset in order to create another one with similar
configuration. The domain manager has the right to perform this action; the
updates may be performed later by a co-responsible domain manager acting as
an assistant to the domain manager.
Each dataset, for which a data transmission needs to be sent, must be linked at
least to one country and organisation.
Once all the necessary parameters have been set and checked, the domain
manager can request the activation of the datasets. The activation is performed
by the EDAMIS administrator and it will enable the transmission of these datasets
for the linked countries and organisations.
Data senders in the countries will be able to transmit their data files and consult all
EDAMIS reports. All other EDAMIS functionalities will be enabled according to the dataset
settings and user preferences.
Important notes:
EDAMIS is an online production environment which allows several networked actors to
act on it. With a view of facilitating the maintenance and aiming at keeping all actors with
up-to-date information, EDAMIS generates e-mails when actions are performed in the
inventory.
Please keep in mind that EDAMIS always sends e-mails outside Eurostat for ‘Active’
datasets. The generation of e-mails and their content depends on the nature of the
performed action. The e-mail parameters, such as the subject, the content and the
recipients (To, CC or BCC) are globally defined for the entire EDAMIS environment.
Nevertheless, according to the individual user preferences, the global e-mail parameters
could be overwritten to avoid generating redundant e-mails.
In any case, as long as the dataset is ‘Not Active’, no e-mail will be sent outside Eurostat.
User Manual for DMA EDAMIS 3.3 - 12 -
4 HOW TO MAINTAIN THE EDAMIS INVENTORY?
4.1 Managing the EDAMIS domain
4.1.1 How to create a new domain?
Since setting up the delivery space on the production unit servers requires administrator
level rights, only the ADM and the CCO can create a new domain. Therefore, when the
DMA/DCR needs a new domain, they must send a request to the EDAMIS support.
4.1.2 How to update the information linked to an existing domain?
Select Inventory in the navigation bar and select Manage Domain from the drop-down
list (see Figure 6).
Figure 6: Manage Domains - Menu
The Manage Domain page appears. The form (like many others in EDAMIS) has drop-
down boxes (filters) to help the user find the specific inventory item. The navigation
buttons allow moving up and down between levels in the inventory “tree”.
The drop-down boxes are populated according to the user’s pre-configured unit and
modules (see Figure 7). The DMA/DCR can see only the domains under their own
responsibility.
Figure 7: Manage Domains – List
User Manual for DMA EDAMIS 3.3 - 13 -
Table 1 presents the domain attributes.
Domain Domain attributes
Domain ID The domain name created by the administrator as requested by
the domain manager of the Unit. Its maximum length is eight
characters.
▲/▼ icons The arrows move the user to the upper level, i.e. the
corresponding ‘Theme management’ (CCO and ADM only), or to
the lower level, i.e. ‘Manage datasets’
Label The long description of the domain as defined in the EDAMIS
inventory. Its maximum length is 200 characters.
Unit The Eurostat unit the domain is attached to.
Manager The full name of the DMA in charge of the domain in the Eurostat
production unit.
Theme The Theme the domain is linked to.
Conf This icon shows if the domain is completely, partially or not
confidential. This is indicated by a lock icon. Red lock means fully
confidential (all underlying datasets are confidential as well), grey
lock means partially confidential (at least one underlying dataset is
not confidential); no lock means that the domain is not
confidential.
PK This icon shows if there is a public key attached to the domain.
Table 1: Manage Domain List - Attributes
Click on the Domain ID (see Figure 7) to open the ‘Manage Domains - Domain form’ (see
Figure 8), where the following domain attributes can be updated: ‘Label’, ‘Description’,
‘Confidential’ flag, ‘Basis for transmission flag and ‘GPG public Key’. Attributes with a red
asterisk are mandatory and must be provided before clicking on the [Save] button.
A public key used for the encryption of data files can be uploaded. The public key applies
to the entire domain, i.e. to all datasets within the domain declared as confidential at the
dataset level. The public key file has to respect the GPG file structure and the file
extension must be ‘ASC’ (indicating it is a GPG public key file). When the user uploads
the file, EDAMIS checks if it has the expected extension. The public key can be later
replaced or removed.
It is recommended that the domain manager asks help from the EDAMIS support when
setting up the public key, because the procedure requires the approval of the Information
Security Officer of Eurostat (LISO) in order to generate the encryption key pair with the
appropriated parameters and to set up the delivery space in the secured environment.
The DMA/DCR, and CCO are informed about the domain update and the ADM is informed
about updates of the Public Key by email.
User Manual for DMA EDAMIS 3.3 - 14 -
Figure 8: Manage Domains – Domain form
The fields ‘Eurostat unit’, ‘Theme’, ‘Domain’, and ‘Domain Manager’ are pre-filled
according to the domain(s) for which the DMA/DCR is responsible for.
Only the ADM and the CCO can update the following domain attributes (see Table 2).
Domain Domain attributes – ADM / CCO
Eurostat Unit The Eurostat unit the domain is attached to.
Theme The Theme the domain is linked to.
Domain The domain name created by the administrator as requested by
the domain manager of the Unit. Its maximum length is eight
characters.
Domain
Manager
The full name of the DMA in charge of the domain in the Eurostat
production unit.
Table 2: Manage Domain – List of attributes updated only by the ADM/CCO
When a domain is created by the CCO or the ADM, the DMA is notified by email (with
DCR in copy).
User Manual for DMA EDAMIS 3.3 - 15 -
However, the DMA/DCR can update the following domain attributes (see Table 3).
Domain Domain attributes – DMA / DCR
Label The long description of the domain as defined in the EDAMIS
inventory. Its maximum length is 200 characters.
Description The Eurostat unit the domain is attached to.
Confidential
flag
The flag shows if the domain is completely, partially or not
confidential. This is indicated by a lock icon. A Red lock means
fully confidential (all underlying datasets are confidential as well),
a grey lock means partially confidential (some underlying
datasets are confidential and some are not); no lock means that
the domain is not confidential.
Basis for
transmission
It shows whether there is legal act, an agreement or if data
collection is dedicated to the voluntary countries. In the 2 first
cases, the countries having rights on this dataset are obliged to
send (or receive) the data related to this datasets. If the basis for
transmission is set to voluntary, the countries are not obliged to
send/receive the data.
Insert/Replace
the GPG public
Key
The icon is displayed next to the domain’s name if a public
key already exists for this domain.
Table 3: Manage Domain – List of attributes updated by DMA/DCR
Once finished with the updates click on the [Save] button to store the changes.
When the domain is updated the DMA is notified by email (with DCR, CCO and ADM in
copy).
User Manual for DMA EDAMIS 3.3 - 16 -
4.2 Managing the EDAMIS dataset
Select Inventory in the navigation bar and select Manage Datasets from the drop-
down list (see Figure 9).
Figure 9: Manage datasets menu
The Manage Dataset page appears. The drop-down boxes are populated according to the
user’s pre-configured unit, domains and modules (see Figure 10). The DMA/DCR can see
only the datasets under their responsibility. Table 4 presents the filter elements.
Figure 10: Manage datasets list
1 Eurostat units
It allows shortening the list of datasets using the Eurostat unit’s name. By default,
the organisation list is set to the user’s unit.
2 Domains filter
It allows shortening the list of datasets using the domain’s name. Its content
depends on the selected unit.
3 Module
It allows shortening the list of datasets using the module’s name. Its content
depends on selected domain.
Table 4: Manage Datasets – Filter by domains
The Manage Dataset list provides information about the datasets as shown in Table 5.
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4 Dataset Dataset attributes
Dataset_Id The dataset name given by the domain manager of the Unit. It is
automatically created when entering the dataset attributes. It is
the link to update dataset form.
Information
icons
The icons show status information about the dataset. They are
displayed next to the dataset name in manage/report screens:
Transmission mode: Web form / All / Send data
A workflow exists
Activated / Deactivated
Confidential (for all countries) / Partial (for some countries
only)
▲/▼ The arrows move the user to the upper level: ‘Manage Domain’, or
to the lower level: ‘Manage links datasets and countries’
Label The long description of the dataset. Its maximum length is 200
characters.
Unit The Eurostat unit the dataset is attached to.
Module The module the dataset belongs to.
Table 5: Manage Datasets List - Attributes
Table 6 provides a list of actions the user can carry out on the selected dataset(s).
1 [Request Activate] button
A dataset becomes active only after the DMA/DCR has requested the activation. To
activate the dataset, the DMA/DCR must select the dataset (multiple selection is
possible) and click on the [Request Activate] button. EWP will send a request to the
ADM who will approve it. When the ADM has approved the activation, the dataset
becomes ‘Active’, all the links between datasets and countries will be updated and all
parties involved by the activation of a dataset (CCO, DMA, TCO, REC, SEN and
SEN/REC) will receive an email message (provided that preferences are set by
default). When a dataset has become ‘Active’, EWP indicates it with an icon labelled
‘A’ and this dataset becomes visible for the outside world, i.e. in EDAMIS
applications, in data transmission screens and in reports.
2 [Request Deactivate] button
The DMA/DCR might request the deactivation for a dataset. Before this becomes
effective, the green light of the ADM is necessary, as it affects the data transmission
chain in all the countries where a Dataset/Country link exists. When an active
dataset must be deleted, it must be first deactivated in order to properly close all
issues related to the data collection. When the dataset becomes inactive, all the links
between datasets, countries and users still exist but are not visible to the outside
world. All parties involved by the deactivation of a dataset (CCO, DMA, TCO, REC,
SEN and SEN/REC) receive then an email message. At this stage, the dataset name
could be changed, but it is usually the step before the deletion of a dataset.
3 [Workflow properties] button
User can view workflow properties for dataset if it exists.
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4 [Edit workflow] button
It allows editing the workflow attached to a dataset (if any).
5 [Request deletion] button
It allows deleting one or several datasets from the dataset lists. Only non-active
datasets can be deleted as for active datasets, the data collection process does still
exist. When deleting a dataset, all dependencies (links with countries) are also
deleted.
6 [Copy] button
It allows copying an existing dataset with all its linked objects (links with countries,
organisations and users’ rights). The copy of the dataset can be edited, updated
and, once saved, be used in EDAMIS.
7 [Insert a dataset] button
It allows creating a completely new dataset provided that a domain exists.
Table 6: Manage Datasets – Action buttons
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4.2.1 How to create a new dataset?
In the ‘Manage Dataset List’ (see Figure 10) click on the [Insert a dataset] button to
open the ‘Manage Datasets’ form (see Figure 11) where the dataset parameters can be
completed in six sections.
Figure 11: Manage datasets – Dataset Form
The sections are as follows. The dataset Identification (see Figure 12), the Transmission
(see Figure 13), the Timeliness (see Figure 14), the Confidentiality (see Figure 16), the
Validation section (see Figure 17) and the Other section (see Figure 18).
The fields with a red asterisk are mandatory.
Each section of the ‘Manage Datasets’ – ‘Dataset form’ is described in detail below.
4.2.1.1 Section ‘Dataset identification’
In this section, the DMA will provide the information related to the ‘Structure Id’, the
periodicity of the data, the periodicity for the transmission, the module, the label (long
name) of the dataset and a description of the dataset (see Figure 12).
Figure 12: Manage Datasets form - Identification
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Table 7 provides the list of parameters related to the Identification tab.
Dataset form Section Identification
Structure_Id This is usually the name of the statistical table linked to the
dataset. It is composed of seven alphanumerical characters. It will
be used by EDAMIS to create the dataset name according to the
dataset naming convention.
Periodicity for
data
The periodicity for data corresponds to the length of the
observation period. Typical periodicities are yearly, quarterly and
monthly. In certain cases, there is no periodicity, meaning that the
dataset is sent in a sequential order without a fixed frequency. In
these cases, it is not possible for EDAMIS to calculate a timetable
(see 4.2.1.3 for details).
Module The module the dataset is attached to.
Label The long description of the dataset. Its maximum length is 200
characters.
Description Additional information related to the dataset, e.g. methodology of
data collection, involved countries, preparation of a legal act,
further usage by a third party…
Table 7: Settings of the identification tab
4.2.1.2 Section ‘Transmission’
The ‘Basis for transmission’ flag, the data ‘transmission mode’ and the ‘possibility to force
the transmission’ can be specified here (see Figure 13).
Figure 13: Manage datasets form – Transmission
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Table 8 provides the list of parameters related to the Transmission tab.
1 Basis for transmission
Three
possibilities
It shows whether there is a legal act, an agreement or if the data
collection is dedicated to the voluntary countries. In the 2 first
cases, the countries having rights on this dataset are obliged to send
(or receive) the data related to this dataset. If the basis for
transmission is set to voluntary, the countries are not obliged to
send/receive the data.
2 Transmission mode
Send data It is used for normal data transmission of files in any format.
Web Form It is selected when Web Forms are used for data transmissions.
All It allows both transmission modes ‘Send data’ and ‘Web Form’
The choice of ‘All’ or ‘Web Form’ will enable the Web Form functionalities. It is
available only if the transmission direction is set to ‘Incoming’.
3 Delivery format
XML / CSV For Web Forms the format of the delivered data can be SDMX-
compliant (SDMX-ML), or comma separated text file.
Max Web
Form table
The maximum number of sheets allowed in the Web Form.
The delivery format can be selected only when the transmission mode is ‘Web Form’
or ‘All’. Otherwise the data files are delivered in their original format.
4 Do not allow forced transmission for this dataset
It disables forcing the transmissions. Data senders can “force” a transmission even if
minor problems are found (e.g. the selected period is in the future).
Table 8: Transmission settings
Transmission mode for Web Forms
Note For the usage of Web Forms, the transmission direction, the transmission
mode and the delivery format must be checked.
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4.2.1.3 Section ‘Timeliness’
In this section the DMA will specify the information required to calculate the timetable.
The timetable is an internal data structure of EDAMIS where the deadlines for a certain
number of reference periods are stored. The automatic reminders can be configured here
as well. The reminders are sent relative to the calculated deadlines (see Figure 14).
Figure 14: Manage datasets form – Timeliness
The values set in this section impact the functionalities linked to the timetable, e.g. the
Send data file screen (list of periods offered), the reports (occurrences shown) and the
automatic reminders, so it is important to set them in a correct and consistent manner.
Table 9 provides the list of parameters related to the timeliness tab.
1 First reference period
Unit/Year The first reference period of the dataset will set the beginning of the
timetable. It is composed of a ‘Unit’ which depends on the
periodicity of the dataset and a ‘Year’. E.g. for a quarterly dataset,
the first reference period could be ‘Q1’ – ‘2009’.
The first reference period must be set in order to populate the timetable.
2 Last reference period
Unit/Year The last reference period of the dataset will set the end of the
timetable. It is composed of a ‘Unit’ which depends on the
periodicity of the dataset and a ‘Year’. E.g. for a monthly dataset,
the last reference period could be ‘Dec’ – ‘2019’.
The last reference period must be set in order to populate the time table, though it
is usually set to a value “in the far future”.
3 Timetable calculated for the next
Year The complete population of the timetable would cover the date from
the first to the last reference period. Since this range could be quite
big, in practice it is enough to calculate 1-2 years ahead, or at least
for 3-4 periods in case of multiannual periodicities.
At the end of each year, the timetable is automatically calculated for
another year, but latest until the year of the last reference period.
The timetable is calculated at least for one year ahead. For technical reasons the
time table could go beyond the last reference period to cover a whole year.
4 End of first reference period
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Unit/Year It is the end of the first reference period of the dataset. By default it
is the natural end of a calendar period derived from the periodicity,
e.g. end of the month. Setting this parameter to a different value
introduces a shift in the timetable.
It is recommended to keep the default value for the end of the first reference period.
5 Maximum delay
Month/Day It specifies the length of the time range starting at the end of the
reference period and ending on the day of the deadline set for
transmissions, i.e. the transmissions should take place during this
time.
This field should not be left empty if there is an agreed deadline for transmissions.
Table 9: Timeliness settings
Automatic reminders may be set up to warn the data senders via emails if the
transmission has not yet been sent. There are four types of reminders: before the
deadline, on the day of the deadline, at the end of reference period and (repeated) after
the deadline (see Figure 15). The email is scheduled to the early hours of the given day.
Table 10 provides the list of parameters related to the reminders.
6 Automatic reminders
Send automatic
reminders
It activates the automatic reminders for the dataset. By
default the reminders are sent on the day of the deadline.
On the end of
reference period
A Reminder will be sent on the last day of the reference
period.
Before the deadline A Reminder will be sent X days before the day of the
deadline, as indicated by the specified number of days.
Specific text for the
reminder before
deadline’s email
Specific text for the email “reminder before the deadline”.
On the day of the
deadline
A Reminder will be sent on the day of the deadline.
(Checked by default when reminders are activated.)
After the deadline Several reminders will be sent every ‘X’ day(s) after the
deadline, as indicated by the specified numbers.
Specific text for the
reminder after
deadline’s email
Specific text for the email “reminder after the deadline”.
Table 10: Timeliness settings for using reminders
The default email reminder contains the dataset name, the reference period, the data
sender, the date of the deadline, and can be extended with a specific text.
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Figure 15: Manage datasets form – Timeliness
In the Timeliness section, the following buttons are available:
1 [Detailed timetable by occurrences] button
It provides a table view of the timetable for the selected countries and time range. It
allows the DMA/DCR to modify the individual deadlines. See also section 4.3.
2 [Timetable preview] button
It provides a graphical preview of the timetable (see Figure 30).
Table 11: Timeliness settings - Continued
4.2.1.4 Section ‘Confidentiality’
Even if the domain is not confidential, a dataset can be set confidential using the
Confidentiality flag. This setting will be used for the new country links (see Figure 16).
Figure 16: Manage datasets form – Confidentiality
Setting the confidentiality flag to ‘Yes’ will have an impact on the data transmission so
that the confidentiality check box of the data sender screen in the ‘Transmission’ >>
‘Send data’ menu will be checked by default. Then, if the data sender accepts the default
settings and provided that a public key is attached to the domain, the transmitted data
file will automatically be encrypted using the public key of the domain.
1 Domain confidential
Status It shows if the domain is completely, partially or not confidential,
indicated by a lock icon. A full red lock means fully confidential (all
underlying datasets are confidential as well), a grey lock means
partially confidential (at least one underlying dataset is not
confidential); no lock means that the domain is not confidential.
This field is read only.
2 Dataset confidential
Yes/No It sets the confidentiality of the dataset. When the dataset is created
and this flag is set to ‘Yes’, all new dataset country links will be set
confidential. When it is set to ‘No’, country links will not be
confidential by default.
Table 12: Confidentiality status
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4.2.1.5 Section ‘Validation’
This section provides the name of the data structure definition (DSD) file available in the
Eurostat EDAMIS registry that describes the dataset (field names, formats, code list
names, and validation rules). Hence, it defines the metadata linked to the dataset (see
Figure 17 and Table 13).
Figure 17: Manage Datasets form – Validation
1 Allow transmission of non-SDMX files (when validation is published)
Checkbox It defines the processing of non-SDMX files. When ticked (default),
SDMX validation will be skipped for non-SDMX files (and only basic
validation will be performed). When not ticked, a non-SDMX file will
generate an error during SDMX validation.
2 Treat data outside reference period as
List It defines the action of the validation engine to the case when the
data is outside the reference period.
Normal: no action, i.e. data is considered as normal.
Warning: a warning is generated.
Error: an error is generated.
3 Forward the validation reports to productions units
Checkbox It defines whether the validation report has to be delivered to the
production unit.
4 Data Structure Definition
NO/Yes It shows whether the validation is based on a DSD.
Table 13: Validation parameters
The link at the bottom Manage Validation for this dataset opens the ‘Manage DSD and
Validation’ screen.
4.2.1.6 Section ‘Other’
From the tab “Other”, a user can choose a list of persons linked to a dataset by checking
boxes (see Figure 18).
Figure 18: Manage Datasets form – Other – Sender selected
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If the user selects the checkbox ‘sender’ and clicks on the ‘Send a email to’ link, he accesses
to his email server and can send an email to these users (see Figure 19).
Figure 19: Email server
4.2.2 How to activate/deactivate a dataset?
In the ‘Manage Datasets’ form the DMA/DCR can select one or multiple datasets to be
(de-)activated by ticking the checkbox in front of the dataset name (see Figure 20).
Figure 20: Manage Datasets form – Selecting a dataset for activation
Click on the [Request Activate] button to send your request to the EDAMIS
administrators. (See the confirmation message on Figure 21.)
Figure 21: Message from webpage – Activation request is sent
Once the administrators have activated the dataset(s), the DMA/DCR will receive a
confirmation email. From that moment, the icon ‘A’ behind the dataset name indicates
that the dataset is “active” (see Figure 22), i.e. can be used for data transmissions.
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Figure 22: Manage Datasets – Datasets with ‘A’ icon
Once the dataset is active, it becomes visible to data senders and all updates made in
the EDAMIS inventory will generate e-mails (sent to the users involved). Therefore it is
recommended that all preparatory steps are carried out before activation.
In a very similar manner, the selected active dataset(s) can be de-activated using the
[Request Deactivate] button. It can be used when the data collection is temporarily
suspended or before its complete deletion.
4.2.3 How to update a dataset?
In the dataset list (see Figure 10) click on the dataset name in order to get the Manage
Dataset form where the dataset parameters can be updated in six sections (=tabs) (see
previous sections).
4.2.4 How to copy a dataset?
Select the dataset to be copied by ticking the checkbox in front of its name in the
‘Manage Datasets’ form (see Figure 23).
Figure 23: Manage Datasets form – Selecting a dataset for copy
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After pressing the [Copy] button the ‘Dataset Form’ appears. Change the ‘Structure ID’
and press [Save] to create a new dataset (see Figure 24).
Figure 24: Manage Datasets – Copy of a dataset
The new dataset is a full copy of the original one including the links with countries and
organisations, the value of the expected to send/to receive and confidential flags as well
as the user rights. (See the confirmation message on Figure 25.)
Figure 25: Message from webpage – Successful copy of a dataset
The DMA/DCR and CCO are notified about the dataset creation via email.
4.2.5 How to delete a dataset?
Select one or multiple datasets to be deleted by ticking the check box in front of the
dataset name in the ‘Manage Datasets’ form the DMA/DCR can (see Figure 26).
Figure 26: Manage Datasets – Selecting a dataset for deletion
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Click on the [Request Deletion] button and you will be prompted to confirm the deletion
(see Figure 27). If a selected dataset is active, an email is sent to the ADM who has to
confirm the deletion of the dataset and its links to countries.
Figure 27: Manage Datasets – Deletion of a dataset – Confirmation
4.3 Managing the Dataset Timetable
Click on the [Detailed Timetable by occurrences] button in the ‘Timeliness’ section of the
‘Manage Dataset’ form (see Figure 14), and set up the filters for the country/organisation
and the date range. The drop-down lists show ‘all countries’ and ‘all years’ by default.
The country list shows only those where the link between the dataset and the country
exists (see Figure 28).
Figure 28: Manage datasets - Detailed timetable by occurrences filter form
For the date range use either the ‘Reference year’ or the ‘First reference period’ and ‘Last
reference period’ list boxes as convenient. Having set up the filters, click on the [View]
button to view the timetable (see Figure 29).
Figure 29: Manage datasets – Detailed timetable by occurrences
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The timetable is automatically generated using the dataset parameters (periodicity of
transmissions, the end of the reference period and the maximum delay that are used to
calculate the indicative deadlines). The same information will be used to trigger
reminders or in the reports (data file traffic report).
Each deadline in the timetable can be individually adjusted. When you enter a new
deadline you are offered to copy the same deadline for the other countries. Finally, press
the [Save] button to store the updated timetable. Note that for non-periodic datasets
timetables cannot be generated, and hence Web Forms cannot be created for them
either.
In the Manage Dataset form, section ‘Timeliness’ (see Figure 14), the [Timetable
preview] button gives the graphical representation of key timeliness parameters of the
dataset (see Figure 30).
Figure 30: Manage datasets – Timetable preview
Using the values stored in the timetable, the reference period, the allowed transmission
delay, the indicative deadline and the reminder dates are presented.
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4.4 Managing the links between datasets and countries
Select Inventory in the navigation bar and select Manage Links Datasets and
Countries from the drop-down list (see Figure 31).
Figure 31: Manage links datasets and countries menu
The ‘Manage Links Datasets and Countries’ page now appears. By default the Eurostat
Unit is set to the unit of the domain manager. The domain and dataset drop-down boxes
are set to ‘all domains’ and ‘all datasets’, but limited to the domains and the datasets the
domain manager is responsible for (see Figure 32, Table 15, Table 16 and Table 17).
Figure 32: Manage links datasets and countries form
1 Page filter Allows filtering the displayed objects
Eurostat
Unit
Filtering based on Eurostat unit. For domain managers, the unit is
pre-set based on their user-id.
Domains Filtering based on domain.
Datasets Filtering based on dataset.
Table 14: Manage dataset and countries – Page filters
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1 Domain Domain name and its description
Domain name The domain where the links between datasets and countries will be
managed.
Domain
description
The long description of the domain.
2 [Country] button Country ISO code linked to the dataset
Country ISO
code
The two character ISO code of the reporting country. Click on this
button to update the parameters of the country (see Figure 35).
3 [New] button Allows the creation of a new link
New link
between
country and
datasets
Click on the button to create a new link between all datasets under
the domain and a country (its reporting organisation) (see Figure
32).
4 CNA (Organisation) List of participating Competent National Authorities
Organisation
acronym
The abbreviation of the organisation
Organisation
description
The full name of the organisation
Basis for
transmission
It shows whether there is legal requirement, binding agreement or
if the country volunteers to report data. If these radio buttons are
checked at domain level, the selected country/organisation is
obliged to send (or receive) for all datasets; if not checked – none
of the datasets are checked.
Confidential It shows whether the data reported by this country are
confidential. As underlying datasets might be confidential or not,
this flag could have a ‘Partial’ status indicated by a grey check box.
5 Group of Countries Group of countries to create several links at once
List of
country
groups
The country groups, pre-defined in EDAMIS, can be used to create
links for a group of countries in one operation.
6 Role radio button Sets the role for the organisations
Role type It defines the role for all the organisations when the [Add all
countries] button is used.
Sender
Receiver
Sender/receiver
7 [Add all countries]
button
Allows to create links for several countries in one
operation
Add all
countries
It allows the bulk creation of links between the datasets in the
domain and the countries in the country group list box. The role is
set by the radio button. The link is established with the country’s
main organisation (National Statistical Institute or Central Bank).
Table 15: Manage dataset and countries – Domain level
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1 Dataset Dataset name and its description
Dataset
name
The dataset for which the links ‘datasets’ and ‘countries’ will be
managed. The icon ‘A’ behind the dataset name indicates that the
dataset is active, thus the data transmission is enabled.
Dataset
description
The long description of the dataset.
Active flag It shows that the dataset is active.
2 [Country] button Country ISO code linked to the dataset
Country ISO
code
The two character ISO code of the reporting country. Click on this
button to update the parameters of the country (see Figure 35).
3 [New] button Allows the creation of a new link
New link
between
country and
dataset
Click on this button to create a new link between the dataset and a
country (its reporting organisation) (see Figure 32).
4 CNA (Organisation) List of participating Competent National Authorities
Organisation
acronym
The abbreviation of the organisation.
Organisation
description
The full name of the organisation.
Basis for
transmission
It shows whether there is legal requirement, binding agreement or
if the country volunteers to report data. If these radio button are
checked, the selected country/organisation is obliged to send (or
receive) the dataset.
Confidential It shows whether the data reported by this country (organisation)
are confidential.
5 Group of Countries Group of countries to create several links at once
List of
country
groups
The country groups, pre-defined in EDAMIS, can be used to create
links for a group of countries in one operation.
6 Role radio button Sets role for the organisations
Role type It defines the role for all the organisations when the [Add all
countries] button is used.
Sender
Receiver
Sender/receiver
7 [Add all countries]
button
Allows to create links for several countries in one
operation
Add all
countries
It allows the bulk creation of links between the dataset and the
countries in the country group list box. The role is set by radio
button. The link is established with the country’s main organisation
(National Statistical Institute or Central Bank).
Table 16: Manage dataset and countries – Dataset level
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1 [Save] button Save the changes
Save
changes
It saves the data in the form.
2 [Cancel] button Cancel the changes made
Cancel
changes
It returns to the previous screen without saving changes.
Table 17: Manage dataset and countries – Save/Cancel changes
4.4.1 How to create a link between a country and a domain/dataset?
Select Inventory in the navigation bar and select Manage Links Datasets and
Countries from the drop-down list (see Figure 33).
Figure 33: Manage Links Datasets and Countries menu
EDAMIS provides a list of datasets based on the user’s pre-defined scope. The DMA/DCR
can only see the datasets under their responsibility. The filter allows further narrowing of
the selection. Click on the [View] button to enter the Manage Links Dataset and Country
page (see Figure 34). Note that the first block is the Domain, the others are the
Datasets.
Figure 34: Manage Links Datasets and Countries page
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Domain block: Click on the [New] button within the Domain to open the ‘Links Domains
and countries Management’ screen (see Figure 35) and to create a new link between a
domain and a country by adding a responsible organisation. The country group, the
country and the organisation are mandatory fields. Only those values appear in the drop-
down boxes that are not yet in use. For example, if a link between a dataset
(ATEST_ATEST1_A) and a country (LU) for the organisation (SOG) is already declared,
the country ‘LU’ will not appear in the list of countries under the country group ‘EU.
The colour of the “country” button depends on the organisation’s role:
Red: defined as receiver
Blue: defined as sender
Yellow: defined as sender/receiver
Note: if the country has sender and receiver organisations for different datasets, the
“country” button will be Blue at domain level.
Figure 35: Links Domains and Countries Management - Form
The Domain Manager can modify the parameters applicable to the entire domain
(including all underlying datasets). Click on the [Save] button to store the changes.
Dataset block: Click on the [New] button within any of the Dataset blocks to open the
‘Manage Links Datasets and Countries’ screen (see Figure 36).
Figure 36: Manage Links Datasets and Countries - Form
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The Domain Manager can create a new link between a dataset and a country. By default,
the new organisation is responsible (see also next chapter) and the DMA can choose the
role of the organisation (Sender, Receiver or Sender/Receiver). The ‘Country group’, the
‘Country’ and the ‘Organisation’ are mandatory fields. Other fields (confidential, basis for
transmission, comments, derogation and max delays) can be filled.
4.4.2 How to create a delegated organisation?
In some cases the NSI (usually the responsible organisation) wants to allow another
organisation to send/receive data. It is called delegation. To create a delegated
organisation for the dataset country specification, click on the [New] button. Then set the
radio button ‘Is responsible?’ to ‘No’ to start configuring the delegation (see Figure 37).
Figure 37: Manage Links Datasets and Countries – Form for a delegated
organisation
First set the role. Then select the responsible (lower part), and continue with the
delegated organisation (upper part). The attributes of the delegated organisation
(‘Confidential’, ‘Legal basis, ‘Transmission mode’, etc.) are not displayed, because their
values (and the timetable) are inherited from the responsible organisation.
Several organisation links can be added for the same dataset and country specification,
but only one organisation per country can be responsible for a dataset with the given
role. Furthermore, the same organisation cannot be responsible and also delegated for
the same dataset country specification.
Click on the [Save] button to store the new link. The delegated organisation will be
added to the list (see Figure 38). Through this screen, it is visible that ‘TESTORG1’
organisation is a delegated organisation of ‘SOG’ organisation. Both organisations belong
to the country ‘LU’.
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Figure 38: Manage Links Datasets and Countries – delegated organisation added
4.4.3 Rules applied
Rules applied in the creation of a responsible organisation:
If the domain country specification exists, it is updated according to the new
dataset country specification.
If the domain country specification exists, the rights existing for this domain
country specification are copied into the dataset country (only the rights
applicable to a dataset: sender, sender/receiver, receiver, informed, data
preparer).
If the affected dataset is active, the information about the new dataset country
specification is forwarded to all client applications (EWA).
If no domain country specification exists for this country, then a domain
country specification is created with these values.
Rules applied in the creation of a delegated organisation:
If another organization from the same country is already defined in one of the
existing datasets of the domain, at domain level the country button will be
deactivated and the label “---several organizations---” will be displayed.
If the domain country specification exists, the rights existing for this domain
country specification are copied into the dataset country (only the rights
applicable for a dataset: sender, sender/receiver, receiver, informed, data
preparer).
If the affected dataset is active, the information about the new dataset country
specification is forwarded to all client applications (EWA).
If no domain country specification exists for this country, then a domain
country specification is created that will be in read only mode.
4.4.4 How to update the link between a country and a domain/dataset?
Click on a “country” button (see Figure 34) to update the link between the dataset and
the country in the ‘Manage Links Datasets and Countries’ screen (see Figure 39). The
fields ‘Dataset’, ‘Is responsible’, ‘Role’ and ‘Country’ cannot be updated.
User Manual for DMA EDAMIS 3.3 - 38 -
Figure 39: Manage Links Dataset and Countries - Form
Click on the [Save] button to store the changes.
4.4.5 How to delete a link between a country and a domain/dataset?
Use the [Delete] button to remove a link which is no longer relevant. If there are users
linked to the dataset, the dependencies will be displayed (see Figure 40).
Figure 40: Manage Links Dataset and Countries - Dependencies
A warning is given if there are users attached to the organisation of the country linked to
the dataset. Click on the [Confirm] button to delete the link or on [Cancel] to go back.
The DMA, DCR, CCO and ADM are informed of all actions made at the level of the
dataset/country links in their scope of competence and the TCOs are informed when a
creation, update or deletion is done for an active dataset linked to their organisation.
If several organizations from the same country are used in different dataset in the
domain, at domain level the label “--- several organizations ----“ will be displayed. If the
user decides to delete dataset links in order to make only one organization remaining for
upper mentioned country, the domain country link definition will be automatically
updated and take values from the remaining dataset country link (unique organization for
the country in this domain).Moreover, if after the deletion no more links remain between
the datasets and the country, then the link between the domain and the country is also
deleted.
4.4.6 How to rename an organisation?
The organisation can be renamed only if there is no user attached to the dataset. If the
organisation associated to the current dataset/country link is the same for all the
dataset/country links of the same country, then the domain/country link is updated with
this organisation. If the organisation associated to the current dataset/country link is
NOT the same for all the dataset country links of the same country, then the
domain/country link is set to “--- several organisations ---“.
In order to rename an organisation for an ‘Active’ dataset, all the attached users must be
deleted first. Once the organisation has been renamed, the users should be linked again
User Manual for DMA EDAMIS 3.3 - 39 -
to the dataset and to the new organisation. Such a change is seldom required and there
are bulk operations available.
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5 HOW TO MANAGE USER INFORMATION AND RIGHTS ?
The users’ information and their rights can be managed in two menu items:
Manage Users,
Manage Rights by Domain / Dataset.
5.1 The Manage Users form
Select Users/Rights in the navigation bar and select Manage Users from the drop-
down list (see Figure 41).
Figure 41: Manage Users form
Use the country group, country and organisation filters to find the user. Searching is also
possible using the user’s name (‘Pattern name’), profile or user status.
When the filters are set up, press the [View] button to get the list of matching users (see
Figure 42).
Figure 42: Manage List of users – Menu
The users are shown with colour background indicating their status:
White background: the user is active.
Orange: the user has sent a guest request and is waiting for granting or
approval.
Grey: user has been created in the EDAMIS inventory, but not activated.
Red: user has sent a request but there is a problem with it.
Light yellow: user has been created, but the rights have been granted only
partially: some accepted, but others refused.
Black yellow: the user has sent a request and is waiting for granting or
approval.
User Manual for DMA EDAMIS 3.3 - 41 -
Click on the user’s last name to update the parameters (see Figure 43).
Figure 43: Manage users – User management
The following buttons are available above the tabs.
1 [Save all] button To save all changes on the tabs
Save all It saves all the changes on the tabs and an email gets sent.
2 [Cancel all] button To cancel all change on the tabs
Cancel all It cancels all the changes on the tabs.
3 [Give guest rights] To grant guest rights to the user
Give guest
rights
It gives “guest” level access to the user.
4 [Refuse all] button To refuse the requested rights
Refuse all It refuses all the rights requested for a user.
5 [Deactivate] button (Not accessible for the DMA)
Deactivate
4 [Delete physically]
button
To delete the user account
Delete
physically
It deletes the user with all the associated rights.
5.1.1 Section Information
The user’s personal information can be updated here (see Figure 44). Only ADM, CCO
and the user’s TCO can change the ‘Profiles list’. The ‘Update user information from LDAP’
check box shows whether the data is to be retrieved from ECAS. It is checked by default.
User Manual for DMA EDAMIS 3.3 - 42 -
Figure 44: Manage Users – Information
5.1.2 Section Organisation
It shows the user’s organisation and his rights on datasets. ADM and CCO can move the
user from one organisation to another while keeping (or not) the rights (see Figure 45).
Figure 45: Manage Users – Organisation
5.1.3 Section Rights (Org)
The user’s rights on domains and datasets can be updated here. Click on the ‘+’ symbol
to expand the domain and show the datasets (see Figure 46).
Figure 46: Manage Users – Rights (org)
In the example below the user requested Informed rights on the dataset
EDAMIS6_TRAIN_Q (see Figure 47).
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Figure 47: Manage Users – Rights (org)
The following options are available.
Click on the [Set as requested] button to grant the requested right(s);
Click on the [Refuse all requested] button to refuse the requested right(s);
Grant another right using the list box in the ‘Granted’ column (see the example
below).
Figure 48: Manage Users – Rights (org)
In the example the Sender right will be selected (same as requested, but could be any
other). After clicking on the [Save all] button the Sender right will be granted (see Figure
48 and Figure 49).
It is possible to grant right on several datasets and/or domains at the same time.
Figure 49: Manage Users – Rights (org)
Rules of inheritance between domain and dataset:
When a right is set at a domain level it is applied to all datasets below.
If the same right is set on all datasets the setting is automatically taken over at
domain level. For instance, if a user is Sender for all datasets linked to his
organisation, then the user becomes Sender of the domain. However, if several
organisations of the same country are linked to the datasets of the domain
then no user/organisation has rights at the domain level.
When a new dataset is created and the right exists at domain level, then the
user will get the setting of the domain. For instance, if a user has Informed
rights on the domain, then for a new dataset created in this domain the user
will become Informed for the dataset.
The possible rights depend on the organisation role. Table 18 presents the possible rights
in relation with the organisation roles.
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Organisation
roles
Rights
Sender Receiver Informed Sender/
receiver
Data
preparer
Sender/
receiver
X X X X X
Sender X X X
Receiver X X
Table 18: Relation between the possible rights and the organisation role
5.1.4 Section Preferences
This section presents specific information (see Figure 50).
Maximum results by page
Users can change the number of results per page for the “list items”. Under the menu
Reports, all the results are displayed in one page.
Profile(s) description
This section presents the users’ profiles with a short explanation.
Organisation/Country
This section presents the organisation of the user and his country. Click on the
organisation name to go to the ‘Manage Organisations and Persons’ form.
Information from ECAS
The user information is retrieved from ECAS.
Figure 50: Manage Users – Preferences
5.1.5 Section Emails
In the ‘Email’ section, the user roles can be customized for the general preferences and
the specific preferences (see Figure 51).
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Figure 51: Manage Users – Emails
For the general preference, the user can change the email format and the categories.
For the specific preferences and for all roles except ‘Guest’, the user can change the
setting for several messages sent by the application. Regarding email triggers the
following types of messages can be configured.
Acknowledgement: sent upon reception of the data file at Eurostat, indicating
that processing in EDAMIS has started.
Notification: sent upon delivery of the data file to the production environment.
Reminder: sent according to the dataset settings to warn the sender that the
deadline is approaching, has been reached or already passed. Sent also to
receivers for information.
The list of ‘Acknowledgments of reception’ has the following options.
‘For all datasets under my responsibilities’
‘Only for files that I have sent myself’
‘No’.
The list of ‘Notifications of delivery’ has the following options.
‘For all datasets under my responsibilities’
‘Only for files that I have sent myself’
‘Only for a group’
‘No’.
If the option ‘Only for a group’ is selected, the ‘Notifications’ tab appears (see 5.1.6).
The possible and default values are displayed in the table below.
Type of
feedback Acknowledged Notified Reminded
Possible
values
“No”, “Sent(1)”,
“All(2)”
“No”, “Sent(1)”,
“All(2)”,”Group(3)” “Yes”, “No”
Roles/Profiles Default Other Default Other Default Other
INF No All All
No, Group (only
Eurostat) Yes No
DAP All No No All Yes No
SEN All Sent No Sent, All Yes No
TCO Sent All No Sent, All Yes No
REC Sent No, All All
Sent, No, Group
(only EUROSTAT) Yes No
SEN/REC Sent No, All All
Sent, No, Group
(only EUROSTAT) Yes No
DMA or DCR Sent No, All All Sent, No, Group Yes No
CCO or ADM Sent No, All Sent No, All No Yes
Sent (1): Receive Acknowledgements and Notifications only for the files the user sent.
User Manual for DMA EDAMIS 3.3 - 46 -
All (2): Receive Acknowledgements and Notifications for all the files under the user’s
responsibility, even if sent by another user.
Group (3): Receive the Notifications only for a group of countries (to be specified).
Table 19: Possible values for the feedback
5.1.6 Section Notifications
If the option “Only for a group” is selected, a new tab ‘Notifications’ will appear allowing
the user to manage the specific notification settings for domain/dataset/country (see
Figure 52). Only DMA, DCR and Eurostat users with REC, SEN, SEN/REC and INF role
have access to this window. Used only in some domains.
Figure 52: Manage Users – Manage the notifications
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5.2 The Manage Rights by Domain / Dataset
Select Users/Rights in the navigation bar and select Manage Rights by
Domain/Dataset from the drop-down list (see Figure 53).
Select the domain, dataset and country where you want to manage the rights. Click on
[View] to see the selected domain and datasets (see Figure 53).
Figure 53: Manage Rights by Domain/Dataset – List of domains/datasets
The colour indicates the role of the country/organisation.
Yellow: Sender/receiver; by default, Eurostat is always Sender/receiver;
Blue: Sender;
Red: Receiver.
In this example, rights are managed for countries, but they are managed the same way
for a Eurostat unit.
Click on the country name to manage the rights on the dataset. The screen shows
persons/groups and their rights (see Figure 54).
Figure 54: Manage Rights by Domain/Dataset – List of user with rights
by dataset
The users are shown with colour background indicating their status. The code of colour is
the same as the one used in the Manage Users form.
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5.2.1 Add right
2 possibilities exist. DMA can:
grant a requested right
give a new right to an user
5.2.1.1 Grant the requested right
The DMA can grant or refuse the requested right using the list in the ‘Granted’ column
(see Figure 55).
Figure 55: Manage Rights by Domain/Dataset – Update of user’s role
Click on the [Save rights] button to save the current settings. The message confirms the
successful update (see Figure 56).
Figure 56: Confirmation message
5.2.1.2 Give right to a user
Click on the [Add rights] button to add rights without request (see Figure 55).
The ‘Manage Rights’ form appears. Select the ‘Role’, Check the user or the group of users
(see Figure 57). Click on [Save] to update the list of users with the selected role.
Figure 57: Manage Rights by Domain/Dataset – Add rights for a user
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Rules related to the rights
The available rights depend on the organisation’s role at dataset country link (see Table
20).
Organisation roles Rights
Sender Receiver Informed Sender/receiver Data preparer
Sender/receiver X X X X X
Sender X X X
Receiver X X
Table 20: Manage rights – Rights by organisations - country
Select the country ‘EU’ to grant rights to a Eurostat user. The available rights are shown
in Table 21.
Organisation roles Rights
Sender Receiver Informed Sender/receiver Data preparer
Sender/receiver X X X X
Sender X X X
Receiver X X
Table 21: Manage Rights– Rights by organisation roles for - ‘EU’
5.2.2 Update a right
Modify the right in the ‘Granted’ column. E.g. user “Marc JAVAUX” is currently Sender,
but will become Informed (see Figure 58). Click on [Save rights] to store the changes.
Figure 58: Manage Rights by Domain/Dataset – Change the rights for a user
The new right appears in the list, user “Peter GOOS” is now Informed (see Figure 59).
Figure 59: Manage Rights by Domain/Dataset – Updated rights for a user
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5.2.3 Remove rights
Select the person(s) using the check box (EDAM) and click on the [Remove rights] button
to delete the user’s right on the dataset (see Figure 60).
Figure 60: Manage Rights by Domain/Dataset – Remove rights for a user
The DMA, DCR, CCO, ADM, TCO and the affected users are informed by email. The rights
are removed in the Web Portal and in the EWA client application.
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6 HOW TO MANAGE ORGANISATIONS AND PERSONS FORM ?
Select Users/Rights in the navigation bar and select Manage Organisations and
Persons from the drop-down list (see Figure 61).
Figure 61: Manage organisations and persons
Select the country group and country. Click on the [View] button to show the list of root
organisations (see Figure 62). The list also shows the number of users in each
organisation. Click on the organisation name to show information about the
Organisational Units and the attached users (see Figure 63).
Figure 62: Manage organisations and persons – Organisations list
Part 1
Part 2
User Manual for DMA EDAMIS 3.3 - 52 -
Figure 63: Manage organisations and persons – Users by organisations list
The form has three parts showing the following details.
General information about the organisation.
The list of users linked to the organisation.
Details of the dataset country specifications.
6.1 Parameters of the organisation
The first part presents general information (see Figure 64).
Figure 64: Manage organisations and persons – First part of the screen
Three checkboxes manage specific rights:
The ‘Allow DMA updates’ flag and the ‘Allow EWP transmissions’ flag are displayed
if the organisation is at the root level. The “EWP” flag is only available if a “Statel
installation” exists for this organisation.
The ‘Allow DMA updates’ flag allows the DMA in Eurostat to grant transmission
rights for users of the organisation. (This option doesn’t allow the DMA to activate
or deactivate a user.) If the TCO doesn’t tick this box, the DMA is not allowed to manage rights for users of the organisation.
The ‘Allow EWP transmissions’ flag must be checked to allow the users of the
organisation to send data using the Web Portal.
The ‘Allow EWF transmissions’ flag must be checked to allow the users of the
organisation to send data using Web Forms.
Only TCO/ADM and CCo are allowed to manage these parameters.
6.2 Managing a user
The second part of the screen displays the list of users linked to the selected organisation
(see Figure 65). The user can create, update or delete a user of the organisation.
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User Manual for DMA EDAMIS 3.3 - 53 -
Figure 65: Manage organisations and persons – Second part of the screen
6.2.1 How to create a user
Click on the [Create] button to add a user to the organisation (see Figure 66).
Figure 66: Manage organisations and persons – Create a user
In this form the user’s personal data can be completed. The fields with a red asterisk are
mandatory. Click on the [Save] button and the message confirms the successful update.
The new user appears with a grey background because he is not active (see Figure 67).
Figure 67: Manage organisations and persons – After creation of a user
Click on the user’s last name to grant rights to the new user. The ‘Manage users’ form
appears (see Figure 68).
User Manual for DMA EDAMIS 3.3 - 54 -
Figure 68: Manage Users – Update a user - Information
The user is in “Current non active person” status. At the bottom of the form, the [Update
user information from LDAP] flag must be ticked. It allows the synchronisation of the
user information between EDAMIS and LDAP (i.e. ECAS) based on the e-mail address.
The details of the user management are discussed in chapter 5.1.
6.2.2 How to update a user of an organisation
To update a person click on the last name in the ‘People links’ part of the screen.
The tab Information of the ‘Manage Users’ screen is displayed (Figure 68) and the user’s
personal information, organisation, rights and preferences can be updated. For more
details see chapter 5.1.
6.2.3 How to delete a user of an organisation
Select the user(s) using the checkbox and click on the [Delete] button (see Figure 69).
Figure 69: Manage Users – Delete a user
If the selected user has a user ID, a warning message is displayed to indicate that this
person will lose his/her transmission rights. If the operation is confirmed the user is
deleted from the organisation and loses all the rights. The ADM, CCO, DMA/DCR, TCO
and SEN/REC are informed in their scope of competence (only active SEN/REC with a
user ID is informed).
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7 HOW TO ASK MORE RIGHTS OR REMOVE EXISTING RIGHTS ?
7.1 An user can ask more rights
If you have rights on specific datasets, you can ask for more. To do so, click on the menu
Preferences>My rights.
Figure 70: My rights – screen
Select the role you want for another dataset (example: sender for the dataset
EWF_A1_M) and click on the ‘Save’ button (see Figure 71 and Figure 72).
Figure 71: My rights – Asking sender rights
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Figure 72: My rights – Request sent to DMA/TCO
The request is sent to DMA of the new dataset (EWF_A1_M) and/or to TCO if the
checkbox TCO is selected. The DMA/TCO should be able to grand the requested rights.
7.2 An user can remove his rights
In the Menu Preferences>my rights, user click on the ‘Remove all my rights’ button (see
Figure 70) and all his rights are removed.
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8 HOW TO SELF REGISTER IN EDAMIS ?
This part of the document refers to MS users but Domain manager must also be aware of
the process because if there is no Transmission Coordinator in the organisation, the DMA
has to manage the user in this organisation. Each action presented in this chapter has to
be performed by User belonging to a MS country.
Use the following address to connect to the EWP
https://webgate.ec.europa.eu/edamis.
On the ‘Welcome’ page log in using the EC Authentication System. When you click on the
“ECAS authentication” button the application will check if you are already authenticated
(Figure 73).
Figure 73 – EWP login page
If you are, the main page of EDAMIS will appear. Otherwise you will be redirected to the
ECAS login page (Figure 74). Make sure that the selected domain is "External". If not,
click on "Change it".
There are three possibilities:
You have an ECAS account;
You have an ECAS account (but forgot your password);
You do not have an ECAS account yet.
User Manual for DMA EDAMIS 3.3 - 58 -
Figure 74 - ECAS login page
You have an ECAS account
Fill in the login page: username (with the username or the mail address) and password,
then click on the “login” button.
You have an ECAS account, but forgot your password
If you forgot your password or wish to obtain a new one, click on the link "Lost your
password?" or the link “New password” at the top (Figure 74).
In order to obtain a new password, fill in the “New password” page: username (or email
address) and the CAPTCHA security code.
You will receive an email with instructions to enter your new password.
You do not have an ECAS account yet
Create an ECAS account in order to use EDAMIS. Click on “Not registered yet” or the link
"Sign Up” at the top. Fill in the “Sign up” page: username, first name, last name, email
and the CAPTCHA security code.
Once the account is created in ECAS, you will receive an email “ECAS Password
Initialization” with instructions to enter your password (with a time limit of 90 minutes).
Now you may go back to EDAMIS and log in.
8.1 Self-registration Process
When you log in to the EWP for the first time, you have to complete the “Self
Registration Request” form and request rights on datasets of interest to you. You can ask
for Sender, Receiver, Informed or Data preparer (Web Forms only) rights, but most users
need Sender rights. The request is then accepted (or rejected) by the Transmission
User Manual for DMA EDAMIS 3.3 - 59 -
Coordinator1 in your organization or the Domain Managers in Eurostat and you will
receive an email with the result. The next steps describe how to perform the self-
registration in the EWP.
8.1.1 Connect to the EDAMIS portal
As explained at the beginning of Chapter 8, go to “ECAS Authentication” then sign in with
your ECAS account and password.
8.1.2 Fill in the EDAMIS self-registration request form
The EWP invites you to start the registration by selecting your country group, country
and organisation (Figure 75).
Figure 75 – Starting the self-registration in the EWP
Select the option “I want to send data files to Eurostat” (Figure 76).
Figure 76 – Selecting the ‘sender’ profile
The form automatically refreshes and allows you to select the domain(s) and/or
dataset(s) for which you are the sender.
Select the domain(s) and/or dataset(s) you want to transmit (Figure 77).
1 The Transmission Coordinator (TCO) is responsible for coordinating data transmission
issues in your organisation.
User Manual for DMA EDAMIS 3.3 - 60 -
Figure 77 – Selecting the domain(s)/dataset(s)
If no dataset is visible, click on the '+' sign at the domain name to display the available
datasets underneath.
Select the person(s) who will receive your request (Figure 78).
Figure 78 – Selecting the recipients of the request
In organizations without Transmission Coordinator (TCO), only the “My Domain
Manager(s) in Eurostat” option can be selected.
In organizations with an appointed TCO (most National Statistical Offices), the TCO can
decide whether the Domain Managers at Eurostat are allowed to manage user rights. If
User Manual for DMA EDAMIS 3.3 - 61 -
they are not, only the “My Transmission Coordinator in my organisation” option can be
selected.
8.1.3 Send the self-registration request and wait for the reply
Click on the “Send request” button. A confirmation is then displayed (Figure 79).
Figure 79 – Confirmation message
The DMA and the TCO receive an e-mail with the requested right and will grant/approve
it (in function of the request reception; see 0). Check your e-mails. EDAMIS will inform
you about their decision (Figure 80).
Figure 80 – Self-registration confirmation e-mail
The self-registration is completed. From now on, you are allowed to connect to the EWP
using your ECAS username and password and send statistical data files to Eurostat.
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9 HOW TO SEND DATA FILES USING EWP ?
In the EWP you can send data files in three ways by clicking on the main menu item
“Transmission” and then on the sub-menu item “Send Datafile (Traditional), Send
data file (advanced) or “Web Form Entry”. Only the send data (New) Menu is
presented in this document. Several types of users have access to this functionality, only
the DMA view will be presented below.
9.1 Send Datafile (traditional) Menu
Datafiles can be sent with Simple upload - [Java disabled] or secured upload [Java
enabled]. After clicking on the “Send Datafile (Traditional)” sub-menu item from the
“Transmission” menu, the user has access to the simple (Figure 81) or to the secure
upload form.
Figure 81 – Simple upload form
A user has the possibility to browse for a file respecting the DSNC. A file respecting the
DNSC fills automatically the fields on the simple upload form, otherwise the user has to
select the Dataset manually and the other fields are automatically filled with the current
year, period.
9.2 Send Datafile (advanced) Menu
Datafiles can be sent in secure upload Form or [Java enabled] upload. This mode is
available in Firefox and Internet Explorer v.9 and higher, and it enables sending
confidential data.
After clicking on the “Send Data (Advanced)” sub-menu item, the web browser
downloads a small Java program, an applet, which will be used for sending the data. The
applet contains compression and encryption functions that will be automatically applied
on the data file before sending. Before the download, several requests can be asked
(java and/or security request).
9.2.1 Accept the requests
The user will be requested to ‘Allow the following application from this web side’ and/or
to ‘Allow access to the following application from this side’ (See Figure 82 and Figure 83).
Answer ‘Allow’ and ‘Run’ to run the application using java.
These Security messages displayed may vary depending on the version of the Java
Runtime Environment installed.
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Figure 82 – Security request 1
Figure 83 – Security request 2
If you don’t have a java version installed, the application will request to install an
compatible java version. You have thus to accept this request.
After running the application, the “Send Data” form is displayed. Follow these three
steps in order to send a data file (
Figure 84 – Send datafile form
):
1. Select the data file (cf. 9.2.2),
2. Fill in the metadata describing the content (cf. 9.2.3),
3. Perform the transfer and check the transmission status (cf. 9.2.4),
Figure 84 – Send datafile form
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9.2.2 Select the data file
Use the “Choose a file” button to select the file you want to send (Figure 85). The file
content and format should follow the rules agreed with the data receiver counterpart.
Figure 85 – Selecting the data file
9.2.3 Fill in the metadata
The metadata describes the data content of the file and will be used to deliver it to the
appropriate Production Unit(s) in Eurostat (Figure 86). If the file name observes the
Dataset Naming Convention (see also the EDAMIS Help Centre) some of the metadata
fields will be automatically completed by the application.
Figure 86 – Metadata about the file content
1. File name: The file selected for transmission.
2. Dataset: The name of the dataset describing the content of the file.
3. From: This combo lists the countries which have a sender or a sender/receiver
organisation associated to the dataset selected. The DMA can send data files on
behalf of a MS country (See Figure 86). It is thus country and organisation of the
User Manual for DMA EDAMIS 3.3 - 65 -
sender. But for Receiver MS organisation, the DMA can send datafiles to these
organisations.
4. To: You can select either ‘All’ or ‘Selection…’. If you select ‘All’ the file is sent to
all receiver or sender/receiver organisation. If ‘Selection…’ is selected the list of
receiver or sender/receiver organisations is displayed. The user must then select
the receiver organisations.
5. Year: The reference year for the dataset occurrence.
6. Period: The reference period for the data collection within the year. The possible
values depend on the periodicity of the dataset. For a monthly dataset 1 to 12,
for a quarterly dataset 1 to 4 can be selected etc.
7. Encryption: This flag can only be set if the dataset is confidential and has a
public encryption key available in EDAMIS. In this case the flag is checked and
disabled by default. The user cannot decide to not encrypt the file by unchecking
the box.
8. Validation: This flag can be set only if validation rules exist for the selected
dataset. In this case the flag is disabled and ticked by default. The user cannot
decide to not validate the file by unchecking the box2.
9. Free text comments: Your comment will be forwarded to the receivers in the
notification e-mail.
10. File with explanatory notes: A file (e.g. methodological note) can be
attached. It will be forwarded to the receivers via e-mail.
NB: the 2 fields Comment and explanatory note are optional.
9.2.4 Perform the transfer and check the transmission status
Now the applet starts sending the file. You can follow the progress (one progress bar for
the file and one progress bar for the exploratory note) on the next screen (Figure 87).
When the process is completed, the status of the transmission is displayed (In this case:
‘Transfer finished with success. The file has been delivered’).
If you perform a second transfer; the application will present a second transmission
report below the first one.
By clicking on the ‘Close’ button you can delete the transmission reports.
Figure 87 – Transmission report
2 Validation and encryption are mutually exclusive