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How to: Setup Common Data

Overview

This page explains how to use setup common data in Katmandoo.

Step 1 - Setup Location, Organisation and Contact
- This step is NOT required if you want to use Unknown Location, Unknown Organisation and Unknown Contact.
Step 2 - Setup Site and Site Year
Step 3 - Setup Sub-system, System User
Step 4 - Setup Virtual Column and Trait
Step 5 - Setup Genus and Genotype

Step 1 - Setup Location, Organisation and Contact

What?	How?	Which Columns?
Location	Location information is required To add Contact and Site, but Unknown Location can be used if NOT available. Use [ Task > Site > Manage Location ] to manage Location. To import locations using a source file use [ Record > Import > Import Location ]. To add a single location, use [ Record > Add Location ] to run Location setup form. To change postcode or location name even after the location have any dependant data (eg Contact and/or Site), use [ Record > Edit Location ].	Required: LocationName and Postcode Optional: LocationLatitude, LocationLongitude and virtual columns of LocationFactor table.
Organisation	If organisation is not important part of the data or if it is not available, then Unknown Organisation can be used. Use [ Task > Contact > Manage Organisation ] to manage Organisation. To import orgnisations, use [ Record > Import > Import Organisation ]. To add a single organisation, use [ Record > Add Organisation ] to run Organisation setup form. To rename organisation even after it has dependant data, use [ Record > Edit Organisation ].	Required: OrganisationName
Contact	If contact is not important part of the data or if it is not available, then Unknown Contact can be used. If organisation of the contact is not known, then Unknown Organisation can be used. Use [ Task > Contact > Manage Contact ] to manage Contact. Then load contact navigator and click on a node in the navigator to load Contact Main Form. To import contacts using a source file use [ Record > Import > Import Contact ]. To add a single contact, use [ Record > Add Contact ] to run Contact setup form. To rename contact even after it has dependant data, use [ Record > Edit Contact ] which can be also used to correct location and organisation of the contact.	Required: FirstName, LastName, LocationName and Postcode Optional: Telephone, Mobile, Address, OrganisationName and virtual columns of ContactFactor table.

Step 2 - Setup Site and Site Year

What?	How?	Which Columns?
Site	Site is the place where the trial is done. So, it is strongly recommended to add site with correct information. Use [ Task > Site > Manage Site and Site Year ] to manage Site. Then load site navigator and click on location node in the navigator to load Site Main Form. To import sites using a source file use [ Record > Import > Import Site ]. To add a single site, use [ Record > Add Site ] to run Site setup form. To rename site even after it has dependant data, use [ Record > Edit Site ] which can be also used to correct location of the site. But Trial Acronym Suffix can not be corrected once the site has a trial.	Required: SiteName, SiteTypeName, LocationName and Postcode Optional: CurrentSiteManagerName, CurrentMetStationName and virtual columns of SiteFactor table.
Site Year	If you are importing trial, then site year is added by Import Trial Wizard. Use [ Task > Site > Manage Site and Site Year ] to manage Site Year. Then load site navigator and click on site node in the navigator to load Site Year Main Form. To add a single site year, use [ Record > Add Site ] to run Site Year setup form. To add site year/s for selected site/s, use Bulk Insert Site Year. If you are importing Site Year from the source file then follow the steps in Import Site Year section to import unique site years only. Important Note: The checkbox "If source file.." must be ticked.	Required: SiteName and SiteYear Optional: SiteManagerName, MetStationName and virtual columns of SiteYearFactor table.

Step 3 - Setup Sub-system, System User

What?	How?	Which Columns?
Sub-system	Katmandoo is designed to use Sub-system to manage data and security. Use [ Task > System > Manage Sub-system ] to manage Site. Use [ Record > Add Sub-system ] to insert a new Sub-system using Sub-system setup form. Note: The second page of the setup form is used for Sub-system options. Continue to prepare Sub-system which is activated when a new Sub-system is saved into database.	Required: SubSystemName
System Group	When a new system is added, Katmandoo also adds default System Groups (Admins, Managers and Users). Use [ Task > System > Manage System Group ] to change default permissions of the System-group.	Optional: SystemGroupName
System User	dba is the default system administrator of Katmandoo. Use [ Task > System > Manage System User ] to manage users of Katmandoo. To add a single user, use [ Record > Add System User ] to run System User setup form. To change contact of the System User, use [ Record > Edit System User ]. To add user to different System Group, use [ Record > Update Authorised System Group ]. To change password of a user, use [ Record > Change Password of selected user ]	Required: UserName Optional: Contact record of the User

Step 4 - Setup Virtual Column and Trait

What?	How?	Which Columns?
Virtual Column	Use [ Task > System > Manage Virtual Column] to manage virtual columns. To add a single virtual column, use [ Record > Add Virtual Column] to run Virtual Column setup form. To import virtual column from a source file use [ Record > Import > Import Virtual Column ]	Required: ColumnName, ColumnCaption, ColumnDescription, ColumnDataType, TableNameOfColumn Optional: ColumnValidationRule, ColumnValidationRuleErrMsg
Trait	Use [ Task > System > Manage Trait ] to manage traits. To add a single virtual column, use [ Record > Add Traits] to run Trait setup form. To import virtual column from a source file use [ Record > Import > Import Trait ]	Required: TraitName, TraitCaption, TraitDescription, TraitDataType, TraitUnit Optional: ColumnValidationRule, ColumnValidationRuleErrMsg

Step 5 - Setup Genus and Genotype

What?	How?	Which Columns?
Genus	Use [ Task > Genotype > Manage Genus ] to manage genus. To add a single user, use [ Record > Add ] to run Genus setup form. To delete all the genotypes of a Genus, use [ Record > Delete ALL genotypes of selected Genus ]. To allow Genus and its genotypes can be used with one or more Sub-systems, use [ Task > System > System Group ] and then use [ Record > Update Authorised Genus ].	Required: GenusName Optional: Permission of Genus for individual Sub-system
Genotype	Genotype is the most important data of Katmandoo. So, it is strongly recommended to enter correct data only in the system. Use [ Task > Genotype > Manage Genotype ] to manage genotypes. Then load genotype navigator and click on a node in the navigator to load Genotype Main Form. To import genotypes using a source file use [ Record > Import > Import Genotypes ]. To add a single genotype, use [ Record > Add Genotype ] to run Genotype setup form. To add alias/es of a genotype, use [ Record > Update Genotype Alias ] to run Genotype Alias setup form.	Required: GenotypeName, GenusName Optional: SelectionHistory, Pedigree, Species Name, GenotypeAliasName, Origin and genotype virtual columns.

See Also