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Upgrading Projects to HGA+

 

When opening a standard HGA project for the first time in the HGA+ edition and opening the Sample List, you will be prompted to migrate your data:

 

 

Caution: migrating a standard HGA project to an HGA+ project will permanently alter the structure of the "Sample" and "Sample Analysis" tables to facilitate the HGA+ functionality. It is strongly recommended that you fully back up your project and database before proceeding as there is no undo function once the migration is complete.  


 

 

Step 1: Migration Welcome

The first step in the data migration to HGA+ is a welcome screen that provides some information about the process and serves as a stepping stone to kick off the migration.

 

 

Once you have read the information, select to proceed with the import.

Step 2: Mapping the Samples Table

The second step allows you to select the table containing information about your samples. If you used either of the default project templates as the basis for your project, this will likely be the table called "Parameter Sample" in the map the "Monitoring Event" data category.  The migration wizard will automatically select this table if it exists; otherwise, you may select the Source Samples table using the table selection button ().

 

 

Once the source table has been selected, as shown above, the step will display the fields that must be mapped to the destination Samples table in the following two columns:

Destination: The data fields in the destination Sample table.

Source: corresponding fields from the source data table.

 

Required fields will be highlighted green, including the (sample) Name, Sample Date and Station (name) fields.  As part of the Mapping step, you must select fields from the source table. If the field names or aliases in the source table match the name of the destination field, they will map automatically. If the headers do not match, you may click in the unmapped Source column and a dropdown will appear allowing you to select a source field.

 

Migrating other fields

The list of fields displayed at this step will include the default fields in the destination Sample table as shown above.  However, you may also wish to migrate additional fields from the source table.  If so, select the document new ()  button and you will be prompted to select a field from the source table.

 

Once you have mapped the required field and added any optional fields to the Sample table, select the button to proceed to the next step - Analysis.

 

Step 3: Analysis

The third step is very similar to the previous step and allows you to select the table containing information about your sample analyses. If you used either of the default project templates as the basis for your project, this will likely be the table called "Parameter Result" in the map the "Monitoring Event" data category.  The migration wizard will automatically select this table if it exists; otherwise, you may select the Source Analysis table using the table selection button ().

 

 

Once the source table has been selected, as shown above, the step will display the fields that must be mapped to the destination Sample Analysis table in the following two columns:

Destination: The data fields in the destination Sample Analysis table.

Source: corresponding fields from the source data table.

 

Required fields will be highlighted green, including the Parameter_Id, Value, Qualifier, MDL, and Sample_Id fields.  As part of the Mapping step, you must select fields from the source table. If the field names or aliases in the source table match the name of the destination field, they will map automatically. If the headers do not match, you may click in the unmapped Source column and a dropdown will appear allowing you to select a source field. Included in the dropdown is the option to add a constant value rather than a field.  You must also map a result units field which will be used to convert all results into a standard unit.

 

Migrating other fields

The list of fields displayed at this step will include the default fields in the destination Sample table as shown above.  However, you may also wish to migrate additional fields from the source table.  If so, select the document new ()  button and you will be prompted to select a field from the source table.

Once you have mapped the fields for the Sample Analysis table, select the button to proceed to the next step - Parameters.

 

Step 4: Parameters

At this step, you will map and define the Parameters to be used in your project based on the unique values found in the Parameter_Id field that was mapped in the previous step. Source parameters matching exactly with parameters already present in your Hydro GeoAnalyst project or in the active Chemical List will be mapped automatically:

 

 

For unmapped parameters, there are two options to complete the parameter mapping step:

Manual Mapping: click in the Project Parameters column of an unmapped parameter and use the Parameter Picker to select an existing parameter or create a new parameter.

 

Create Stubs: select this option to create new parameters with minimal information using the source parameter name.  You can complete the parameter information at a later time using the Parameter Editor.
 
Note that you must map all parameters before proceeding to the next step.  Unmapped parameters will be denoted with a validation error symbol ().  

 

As part of the Parameters step, you may optionally select a preferred measurement unit for parameters using the "Parameter unit" column.  All numerical results for a given parameter will be converted into and subsequently stored using the specified unit. If no units are specified, the values will not be converted.

 

 

Once you have mapped project parameters, select the button to proceed to the next step - Units.

 

Step 5: Units

At this step, you will map and define the Measurement Units to be used in your project based on the unique values found in the Source units field defined at the Analysis step above.  Measurement units matching exactly with those already defined in your Hydro GeoAnalyst project will be mapped automatically:

 

Note that all of the measurement units for a given parameter should be of the same category as the default measurement unit defined at the parameters step.  This is important because you will encounter errors if the source data (i.e. the data to be migrated) includes results with units that are inconsistent with the unit category of the specified default units.

 

Once you have mapped project units, select the button to proceed to the next step - Clean up.

Step 6: Clean Up

At this step, you can select what happens to the existing sample data in the database:

 

Delete old sample data

Sample data will be migrated to the HGA+ data structure and the original sample data tables will be deleted from the database. If you need to review the sample data in its original form and select this option, you will need to restore the original data. This option is recommended in most cases, as there will only be a single dataset for samples and sample results, particularly if a backup was made before the data migration.

 

Replace old tables with views (Recommended)

Enabling this option will replace the original sample tables with equivalent SQL views that maintain the functionality of these queries using the sample data structure used in HGA+.

If you do not select this option as part of the "Delete old sample data option", queries that reference the original sample data will no longer function correctly as the relevant data tables and fields will be missing from the database. Affected queries will need to be manually updated or deleted.

 

Keep old sample data

Sample data will be migrated to the HGA+ data structure and the original sample data tables will be retained in the project database.  This option is generally not recommended as there will be two versions of the same data in project database. If there are multiple stakeholders using the database, this option may lead to confusion about which data to work with. The following options are provided to alleviate some of the potential confusion.

 

Replace old tables with views (Recommended)

Enabling this option will update queries that reference the original sample data to use equivalent data views to maintain the functionality of these queries using the sample data structure used in HGA+.

If you do not select this option as part of the "Keep old sample data option", queries that reference the original sample data will reference the original sample data and any data added to the new structure will not be included when executing affected queries.

 

Hide old tables

Enabling this option will hide the sample and results tables that contain the original data (i.e. the tables specified in Steps 2 and 3). These tables can be shown once more in the application using the Template Manager.

 

Rename old tables

Enabling this option will rename the sample and results tables that contain the original data (i.e. the tables specified in Steps 2 and 3). By default, this option will append the prefix "RETIRED_" to the name of the sample and result tables to remind users that the tables and their data may not reflect the current data. If you select this option, but do not select the "Replace old tables with views" option, queries that reference the original sample data will include missing references to tables and fields and will need to be deleted or manually updated.

 

Once you have selected the Clean up options, select the button to proceed to the final step - Preview.

 

Caution: proceeding to the Preview step will initiate the data migration process and alter the structure of your database based on the settings entered in the wizard thus far. Only proceed when ready and/or if you have backuped up your data as this step has no undo function.
 

 

Step 7: Preview

At this step, you can preview the data in the destination Samples and Analysis tabs. The resulting Samples table is shown below for the migrated data in the standard edition of the Demo Project.

 

The resulting Analysis table is shown below for the migrated data in the standard edition of the Demo Project:

 

Click Close to close the migration wizard and reload the updated project.  The resulting Sample List for the migrated standard edition of the Demo Project is shown below:

 

 


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