Installing and Setting Up the Conversion Tool
This guide describes how to install the ECT, how to set up the input files, and how to configure the ECT.
Additional information is provided on the usage and customization of the ECT file system directories.
If you already have aversion of the Conversion Tool installed, you must uninstall the existing version of the
Tool before you install the new version. See the document "Uninstalling the Conversion Tool" for
instructions on how to do so.
System Requirements
The system requirements for running the ECT are as follows:
• Windows XP 2002 (SVP2 or later), Windows Vista, or Windows 7;
• MS Office version 2003 or later;
• At least 3.2 GB RAM; and
• At least 2 OMB of storage.
Microsoft Excel is required for users who wish to use the basic EPA templates or create their own user-
defined files in Excel format.
Obtaining the ECT and Transaction Templates
The ECT and the transaction templates are available at the following location:
http://www.epa.gov/oms/renewablejuels/epamts.htm
Two ECT files will be available at this location, in the form of Zip archives. The first file, "ectzip," contains
the ECT itself as well as the support files necessary for installation. The second file, "epatemplates.zip,"
contains the five transaction templates that EPA has created for the five transaction types. These files can
be saved anywhere the user chooses. The user will then need to use a utility such as WinZip to extract the
files. Figure 1 depicts the WinZip screen that appears after the user has doubled-clicked the file "ECT.zip."
United Stales
Environmental Protection
Agency
EPA-420-B-10-011a
March 2010
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EMTS Conversion Tool
Figure 1: Using WinZip to Extract the ECT
® WinZip - ECT.zip
File Actions View Jobs Options Help
|
New Open Favorites Add Extract Mail Encrypt View Install Wizard View Style
3 ?|&|G3l'i
Address
Folders
x 'i Name
Ir"! publish
Type Modified
Folder 11/24/2009 11:59 AM
Size
ffl (g^f publish
older: \
Total 17 files, 3,428KB
ao
Note that users may see variations of the image in Figure 1. The user should select the [ECT.zip] file on the
left side of the WinZip window then click the Extract button to get to the window in Figure 2 below.
Figure 2: Specifying ECT Location
Extract - C:\Documents and Settings\wgo\My Documents\Downloads\ECT.zip 1 ? II X |
Extract to:
r^
^L^
Desktop
.
My Documents
My Computer
h. I
% J>
C:\unzipped\ELT v f^,j f^j
ffl- ir^l drivers
m-Q i386
E) ft Java
ffl- Ir^i oracle
A
ffl (r^l Program Files
ffl-f(^ Subversion
Q £) unzipped
B-p3! FeesAndCompliance
I fi-pjj WINDOWS
rues
.5
My Network
Places
Selected files/folders
Files:
1 I Open Explorer window Extract
| | Overwrite existing files Cancel
LJ Skip older files
0 Use folder names He|P
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EMTS Conversion Tool
The user can choose to extract the files to any desired location. In the example above, a location of
"C:\unzipped\ECT" has been selected. Once the location has been selected, the user should click "Extract."
Upon doing so, a folder -- "publish" -- will be created under the selected location.
Installing the ECT
After downloading the zipped ECT and extracting the files, the user must then install the application by
double-clicking on the setup.exe file. This file will be found in the "publish" folder that is created under the
target extraction location. Figure 3 depicts this folder when the files have been extracted to
"C:\unzipped\ECT." The setup.exe file has been circled in Figure 3.
Figure 3: "Publish" Folder
File Edit View Favorites Tools Help
Address £3 C:\unzipped\ECT\publish
File and Folder Tasks
EMT5 Conversion Tool
(ECT). application
Application Manifest
^"J EMTS Conversion Tool
\ (ECT)_1_0_0_8
EMTS Conversion Tool
j(ECT)_l JO J0j3. application!
BfifiJication.Mani.fesI:
ECT
My Documents
My Computer
My Network Places
The user will then be prompted to verify the request to install the application, and after verification, the
application will execute. Once the application has installed, the user can delete the "publish" folder if
desired.
If this is the first time the ECT is being installed, the installation will create a folder "C:\Documents and
Settings\\My Documents\EMTS Conversion Tool (ECT)." If the ECT has previously been installed
and uninstalled, this folder should already be present and subsequent installations will not overwrite the
folder. This folder will be used for the files that are input to the ECT, as well as the files that are output
from the ECT. Figure 4 depicts the contents of this folder for a user "wgo."
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EMTS Conversion Tool
Figure 4: "EMTS Conversion Tool (ECT)" Folder
EMTS Conversion Tool (ECT)
File Edit View Favorites Tools Help
JD Search
- n x
/'
Back "
Folders
Address Q C:\Documents and Settings\wgo\My Documents\EMTS Conversion Tool (ECT)
My Documents
My Computer
J My Network Places
Good Files
Val_Log
The installation will add an item to the Start Menu under "EMTS Conversion Tool (ECT)"; from this point
on, the user can execute the ECT from the Start Menu (see Figure 5). Reinstalling the application will result
in the loss of settings. By default, the ECT front page will appear after installation is complete. At this point,
the user can either continue with running the ECT, or exit and start the ECT again at a later time.
Figure 5: Start Menu
Internet Explorer
» Shortcut to
sqldeveloper.exe
Windows Media Play
i -
Remote Assistance
Windows Media Player
Windows Movie Maker
Windows Search
EMTS Conversion Tool (ECT)
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EMTS Conversion Tool
Setting Up the ECT
Directories
The ECT will create a set of directories as soon as it is downloaded and the setup executable is run. These
directories are used by the ECT in order to process files and consist of:
• A directory that holds the input files to be converted;
• A directory to which the successfully processed files are written;
• A directory to which the unsuccessfully processed files are written; and
• A directory to which the activity log is saved.
After download and setup, the default location of the directories will be in My Documents under the "EMTS
Conversion Tool (ECT)" folder (see Figure 6).
Figure 6: The "EMTS Conversion Tool (ECT)" Folder, Where the Default ECT Directories are Located
fe My Documents
File Edit View Favorites Tools Help
Search
? Folders
Address
Folders
Q My Documents
Desktop
Downloads
B Irj EMTS Conversion Tool (Et
£3 FormatXML
te~\ My Data Sources
lr±| My Music
Ir"! My Pictures
O My Videos
S 3 My Computer
:+ *_;! My Network Places
?j Recycle Bin
IfjJ EPA Support Tools
l£| 1
QCertificate-ECMS-Portrait-Jil.
£( Conversion tool tests
Q ECT Testing documents
S £D EMTS
ICJ EMTSSchema
(£( EMTSSchemaAndXMLSamples
a (£(
Downloads
FormatXML
My Music
_/ / My Videos
D
a
New Folder
OTAQReg Testing
other
- n x
Go
I EMTS Conversion Tool (ECT)
My Pictures
>
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EMTS Conversion Tool
Figure 7: The Default ECT Directories
EMTS Conversion Tool (ECT)
File Edit View Favorites Tools Help
OBack ' J^ - '
_ ^^r t-
LJ Search Folders
Address :_J Ci \Documents and Settings\wgo\My Documents\EMTS Conversion Tool (ECT)
File and Folder Tasks ^
My Documents
My Computer
%JMyNetworkPlaces
Irror Files!
Input_Files
p
Good_Files
Val_Log
- n x
v
Go
Figure 8 shows the File Selection Screen with the ECT directories indicated. The directories in this example
are the default directories.
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EMTS Conversion Tool
Figure 8: Location of the Directories
S EMTS Conversion Tool (ECT)
File Help File List View Show Front Page Show Log WinZip
KKuhn: Welcome to Version 1.0.0.8.2. This application will format an Excel or delimited file for conversion to XML.
Step 81 - If using a delimited file specify delimiter.
Start by putting your data in a compatible delimited format.
The default method is to let this application figure out if it is a tab, comma, or bar delimited format.
Otherwise, you may choose your own delimiter.
This option is not needed if using an excel file, application will determine file type by it's extension.
Delimiters
Default
Bar
Tab
Other:
Comma
Step 82 - Select File(s)
Files —
Inpu
*Qood File(s) Folder: |C:\Documents and SettingsV \My DocumentsVEMTS Conversion Tool (ECT)\Good_Files
Folder: |CADocuments and SettingsV \MyDocurnents\EMTS Conversion Tool [ECT)\lnput_Files
*Bad File(s) Folder: |C:\Documents and Settings\ \My Documents\EMTS Conversion Tool [ECT)\Error_Files
I Folder: |CADocuments and Settings1-. \My Documents\EMTS Conversion Tool (ECT)Vv'al_Log
^Location nf fmiii Vli'i11 nitpi\\ rhn* |-|-r NO errors.
"location of formatted output that has errors.
Select a Folder on the left panel and File(s) on the right panel and click on the Process File(s) button to process OR Select the Build a New File button.
'-, CD EMTS Conversion To( A
;--d Error_Files
d Good_Files
i £3 InpuLFiles
d Val_Log
• d FormatXML
: d My Data Sources
! d My Music
! d My Pictures
; d My Videos
+ D NetHood
! B d personal
d PrintHood
d Recent
d SametimeTranscripts
d SendTo
| ffl d Start Menu
: d Templates
i d Locals ervice
d Networks ervice
: B-d DRV
; d ForrnatFile1002
i B d PNPDRVRS v
.< I ~ >
Name Size | Modified | Attribute
H BuyBizoBlenders.Kls 40,960 12/1 5/2009 10: 34: 44 AM A
1 Generate43247.xls 44,032 12/1 1/2009 8:27: 33 AM A
B GenerateTurkeyRidgeBiofuels.xls 39,936 12/2/2009 10: 38: 50 AM A
1 SellTest_deny.xls 27,136 1/25/201 08:27:57 AM A
Process
Existing
File(s)
Or
Build a New
File
Or
Exit
Any of the default directories can be changed by clicking on the appropriate "Set Path" button. This will
prompt the user to browse any permitted drive on the user's network to find and select the appropriate
folder that will be setup for processing, as indicated in Figure 9.
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EMTS Conversion Tool
Figure 9: Directory Set-up Screen
-ion Tool (ECT)
File Help File List View Show Front Page 5how Log WinZip
KKuhn: Welcome to Version 1.0.0.8.2. This application will format an Excel or delimited file for conversion to XML.
Step 81 - If using a delimited file specify delimiter
Start by putting your data in a compatible delimited format.
The default method is to let this application figure out if it is a tab, comma, or bar delimited format.
Otherwise, you may choose your own delimiter.
This option is not needed if using an excel file, application will determine file type by it's extension.
Delimiters
Default
Bar
r Tab
f~ Other:
f* Comma
:jtep nz - b elect nieisj
Select a Folder on the left panel and File(s) on the right panel and click on the Process File(s] button to process OR Select the Build a New File button.
;-! CJ EMTS Conversion Tot
Name I
Size | Modified
1 Attribute I
s BuyBizoBlenders.xls 40,360 12/1 5/2009 10:34: 44 AM A
1 Generate43247.xls 44,032 12/1 1/2009 8:27:33 AM A
liffllE Browse For Folder
t$ Desktop
Q tJ My Documents
Q Downloads
3 £j ENTS Conversion Tool (ECT)
Ir3! Error_Files
Q Good_Files
Q Input_Files
Gl Val_Log
Q FormatXML
In^HHHIH
Make New Folder
[ OK
EC
A
11
>
Cancel
1
Process
Existing
File(s)
Or
Build a New
File
Or
Exit
i-nes
Input File(s) Folder:
*Good File(s) Folder
"Bad File(s) Folder:
Log File(s) Folder :
"Location ol
""Location ol
CADocuments and Settings1
C:\Docurnents and Settings\
C:\Docurnents and Settings\
CADocuments and Settings1'
formatted output that has NO errors
formatted output that has errors.
iMyDocumentsSEMTS
sMy Documents\EMTS
SMyDocumentsSEMTS
\MyDocuments\EMTS
Conversion Tool (ECT)\lnput_Files
Conversion Tool (ECT]\Good_Files
Conversion Tool (ECT)\Error_Files
Conversion Tool (ECT]Wal_Log
| Set Path
Set Path
Set Path
Set Path
Directory: Files to Process Folder
The first directory, entitled "Input File(s) Folder," is where the input files should be stored. The directory
information is saved between executions.
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EMTS Conversion Tool
Directory: Good File(s) Path
The second directory, entitled "Good File(s) Path," is where the files that the ECT was successful in
processing and converting will be saved. These files have been converted to XML and checked for any
major input errors (e.g., missing required fields) and deemed acceptable. The user can upload these
converted files to the EMTS.
Directory: Bad File(s) Path
The "Bad File(s) Path" is where the ECT will save any files that the user has attempted to process that have
some sort of major error and cannot be converted. Only data that has no major errors will be converted to
XML and saved in this folder; all data with errors will not be converted to XML. The user can then use the
comments provided by the ECT to amend the input file for re-processing.
Directory: Log File(s) Path
The "Log File(s) Path" folder will contain a log that details all of the successful and unsuccessful
conversions. The log captures the date, time, file that is being processed, and the outcome of the process.
Figure 10 displays a sample log file.
Figure 10: ECT Log
ECTLogFile_2010-01-27-15-23-19.log - Notepad
File Edit Format View Help
0}
0}
0}
0}
,0} columns found in record 2:
Transaction Partner organization Identifier, Transaction Partner organization Name, RIN Quantity, Batch volume, Fuel code, Assignment code,
RIN Year, sell Reason code, RIN Price Amount, Gallon Price Amount, Transaction Date, PTD Number, Transaction Detail comment Text,
Supporting Document Text 1, Supporting Document Number Text 1, Supporting Document Text 2, Supporting Document Number Text 2,
Generate Organization Identifier, Generate Facility Identifier, Batch Number Text,
INFO:
INFO:
INFO:
INFO:
INFO:
- 1/27/2010 3:23:23 PM
Begining Processing File: C:\Documents and 5ettings\
\My Documents\EMTS Conversion Tool (ECT)\lnput_Files\SellTest_den:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
- 1/27/2010 3:23:23 PM
input File Successfully Opened
Finished Loading input Data.l data records read.
Input fi1e: \5ellTest_deny.xls <><><>
Missing or incorrectly formatted required fields: The following COMPANY INFO (step 3) elements are missing but must be pi
Missing or incorrectly formatted required fields: The following COMPANY INFO (step 3) elements are missing but must be pi
Processing can not continue.
Finished processing input Data. Records processed = 0.
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
input file: \5ellTest_deny.xls <><><>
- 1/27/2010 3:23:34 PM
Start writing to c:\Documents and settings\
\My Documents\EMT5 conversion Tool (ECT}\Good_Files\sell9999_2QlQ-Ql-27-15-
Record if 1 written to XML file.
- 1/27/2010 3:23:34 PM
Start writing to C:\Documents and Settings\
\My Documents\EMT5 Conversion Tool (ECT)\Good_Files\Sell9999_2Q10-01-27-15-
processing Data. Approx Records to be processed = 1
Finished processing input Data. Records processed =1. 1 records were successfully processed.
Formatted to: >ML file,
Compressed to: No compressions were selected.
INFO :
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
INFO:
input file: \5ellTest_deny.xls <><><>
Missing: Transaction partner organization identifier
- 1/27/2010 3:24:04 PM
Missing data for required fields on record(s): 1, Record will not be processed.
Missing or incorrect value for required element(s} in record(s): 1, refer to columns marked
Processing Data. Approx Records to be processed = 1
Finished processing Input Data. Records processed = 1.
1 records were found with errors, these files can not be loaded to the server.
INFO: {0}
INFO:
INFO:
INFO:
INFO:
INFO:
Input file: \sellTest_deny.xls <><><>
- 1/27/2010 3:24:37 PM
start writing to c:\Documents and settings\
\My Documents\EMT5 Conversion Tool (ECT)\Good_Files\Sell9999_2ulG-01-27-15-
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EMTS Conversion Tool
The user can access the log by going through the C: drive to My Documents folder selecting the "EMTS
Conversion Tool (ECT)" folder and then accessing the "valjog" folder. Additionally, the user can access the
log on the toolbar of the ECT at any point of the process (see Figures 11 and 12).
Figure 11: "Show Log" Function on the File Selection Screen
IB EMTS Conversion Tool (ECT)
File Help File List View Show Front Page Qjhow Log/) WinZip
KKuhn: Welcome to Version 1.0.0.8.2. This application will format an Excel or delimited file for conversion to XML.
Step ttl - If using a delimited file specify delimiter.
Start by putting your data in a compatible delimited format.
The default method is to let this application figure out if it is a tab, comma, or bar delimited formal.
Otherwise, you may choose your own delimiter.
This option is not needed if using an excel file, application will determine file type by it's extension.
Delimiters
> Default
r Bar
(~ Tab f* Comma
r Other:!
Step 82 - Select File(s)
Select a Folder on the left panel and File(s) on the right panel and click on the Process File(s] button to process OR Select the Build a New File button.
EMTS Conversion Tot A.|
I Error_Files
I ~\ Good_Files
t3 lnput_Files
+ _] Val_Log
^ Q FormatXML
:• Pi My Data Sources
j-Pl My Music
i"C| My Pictures
LQ My Videos
ii-Cl NetHood
OB CD personal
i--Q PrintHood
LJ Recent
: C~\ SarnetirneTranscripts
; Q SendTo
i B Q Start Menu
'•••~r~l Templates
!• ( I LocalService
l"~l Networkservice
El Q DRV
Q FormatFile1002
ai Q PNPDRVRS
— r*-» r-, 1-1
>
Size | | Attribute
Process
Existing
File(s)
Or
Build a New
File
Or
Exit
cues
Input File(s) Folder: |CADocumentsandSettings\
*Good File(s) Folder: |C:\Documents and Settings1!
**Bad File(s) Folder : [CADocuments and SettingsV
Log File(s) Folder : |C:\Documents and Settings\
"Location of formatted output that has NO errors
""Location of formatted output that has errors.
\My Documents\EMTS Conversion Tool (ECT]Mnput_Files
\My Documents\EMTS Conver
\My Documents\EMTS Conver
\My Documents\EMTS Conver
;ion Tool (ECT)\Good_Files
;ion Tool (ECT )\Error_Files
;ion Tool (ECT ]Wal_Log
Set Path
Set Path
Set Path
Set Path
10
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EMTS Conversion Tool
Figure 12: "Show Log" Function on the Processing Screen
-'•'- GenerateTransaction - Processing file
Process Rows Columns Help fshow Logj WinZip
Step 83 - Enter Company Info
* User Login: jaS
* Drganiaation ID: |
Step f!4 - Select column to upload
SubmJtial Creation Date: id 1 Ci-
Headei Infomation
"/^plication Usei ID-jepa
Transmission ID: TBD
P? flfpfy User Log
Add Hew Empty Row
Copy RowlsJ to New Rowfsl C'elete Rowls)
Show Legends
Selecl the appropriate columns From the drop-downs below. Refer to the legend on the middle right as to whether field; are required o
NOT on the input file.
can be sorted by dieting on the column header. Changes made will be reflected in ihe new output file and
Setting File Options
To set various output file options, click the "Output File Options" button on the File Processing screen.
Figure 13: Output File Options Screen
B Formatted Output File Options
- n x
File type XML is the ONLY option required for submission/transmission
File Type(s)
!• XML - This is the ONLY option required for submission/transmission
Excel - For your use only, not to be transmitted [if transmitted, it will be ignored.)
l~ Text - For your use only, not to be transmitted (if transmitted, it will be ignored.)
File Compression (using WinZip32)
'V Do Not Compress any Files
f* Compress only the XML File for Node Submission/Transmission
f Compress All Output File Types Selected Above (XML, Excel, Text) - It is NOT necessary to include Excel or Text in the compression.
Override Output File Name
r 0verride the default name of TtOrgld_YYYY-MM-DD-HH-MM-SS where Tt is the Transaction Type.
Overridden File Name: [
Do NOT include the Folder (Path) name. The "Good Files" folder is assumed.
- Other File Option(s) —
F" Use Recommended Names for Column Headers. Text or Excel file only)
f" Display Processed File
OK
11
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EMTS Conversion Tool
Most options chosen and set by the user are saved between application executions. Those choices that are
NOT saved will be noted; otherwise, the user can assume that all the settings will be saved. This includes
the override output file name; if the user does not return to this screen and enter a new name for each file
being processed, the initial file name the user entered will be used for all files.
12
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