Setup and Installation

Database

The following SQL packages must be installed into the database to enable the Import and Export of Comments Tracking data:

Package	Description
import_export_classes.sql	Contains the document template definitions required by the import/export engine for both the regular and the comments tracking handling. This file is included with the Import/Export database package.
ebp_get_comments_tracking.sql	Contains the procedure (ebp_get_export_comments_tracking) used to query the data during export. This file is included in the core database package.
ebf_parse_comma_delimited_string.sql	Contains a utility function used by the get comments tracking procedure to parse a string into a temp table. This file is included in the core database package.

Package

Description

import_export_classes.sql

Contains the document template definitions required by the import/export engine for both the regular and the comments tracking handling.

This file is included with the Import/Export database package.

ebp_get_comments_tracking.sql

Contains the procedure (ebp_get_export_comments_tracking) used to query the data during export.

This file is included in the core database package.

ebf_parse_comma_delimited_string.sql

Contains a utility function used by the get comments tracking procedure to parse a string into a temp table.

This file is included in the core database package.

Important: To ensure that the reviewer's name appears in the exported spreadsheet, the Full Names property must be provided for each reviewer in AssetWise Director.

AssetWise Community

AssetWise must be configured to use Import/Export Engine as it is normally configured, because Comments Tracking uses the same dlls. Therefore:

The eB.Engine.ImportExport.dll engine must be added to the community where this will be used
The community must also be configured to work with Interoperability
You must enable the Work Queue for this community
You must setup Storage for the community.

Note Priority Configuration

Comment responses are AssetWise Note objects. The Note object has a mandatory Priority property which is not relevant to a Comment response and therefore is not exposed when used for this purpose. Because this property is mandatory, a default value must be configured in the Comments Tracking interface. Before doing so, the note priority must be configured in AssetWise Director.

Follow these steps to create a Note priority.

Log into AssetWise Director with sufficient user permissions to modify system settings, preferably as an Admin user.
Press F8 to display the System Administration node.
In the toolbar, click Maintain List Values.
Expand the Priorities folder, and then click Note.
Enter a Description, for example "Comment Response Priority".
Note: This field is required.
Enter a Priority.
Save the changes.
Configure a Note Priority Id. For more information, see Configuring Comments Tracking User Interface.

User(s)

The requirements state that the operations will notify the users by email, upon completion. The user who submits a request for Export or Import receives the results in an email. Therefore, any user who may be doing Exports, must have their associated email registered to their Person in AssetWise.