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On this screen, you can

New for Winter 2016

Introduction

ESHAPort is a utility for exporting and importing database files for ESHA Research programs. Delimited ASCII text files can be imported to become either data files (recipes, formulations, etc.) or Food Item files (ingredients, finished foods, etc.).

Existing files can be exported as delimited ASCII text files. In addition, files can be analyzed “on the fly” during exporting, and the finished analysis of each recipe or formulation can be exported.

Whether you are exporting or importing, the ASCII text files use the same means for delineating the data fields. Each data field is separated by a user-specified character (such as a comma), and text (string) fields are delimited by a different user-specified character (such as a quotation mark).

You can export and import as few or as many fields as you want. However, some fields are essential to the importing process; the program needs these to translate the data and use it effectively.

(Note: ESHA coded ingredients are proprietary and cannot be exported.)

You can download the ESHA Import/Export Template here.

Starting the Program

To start the program, double-click the ESHAPort icon on your desktop or go to Start>ESHA>ESHAPort.

When the program starts, a welcome screen will appear asking you which operation to perform.

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Exporting data

  1. Select Export from the Welcome window. (You can also Click the Export icon on the Home ribbon.)
  2. Select how to export the files. You have three options.
    1. From template - allows the user to open a template from the Templates folder. The three initial options are:
    2. From File - allows the user to open an .epf file from where ever they choose. The Browse... button opens a windows file chooser dialog to populate this field.
    3. Create new takes the user to the traditional New import/export dialog.

ABOUT TEMPLATES

When you purchased your ESHA Port software, you were given a collection of Excel files for you or your manufacturers to record ingredient data. This .exl files correspond directly to the template options in ESHA Port. We highly recommend you use this option.  

At this point, you can select Execute or Edit your Export. To edit your Export (or if you selected New), you can modify the following.

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Export Options

On this screen, you can

  • change where you save the Export File;
    • change where

    From this screen you:

    • choose the file you will be importing.
    • change where the save the Error Log and what you will name it;
    • change the Document Type you'll be exporting. (Note: Adv. Label and Food Menu are only available if you have Genesis; Person is only available if you have Food Processor)
    Select Fields

    When you first use the program, there will be a default list of fields for exporting. The Ingredient fields include codes, names, keys, weight, cost, etc. The Nutrients fields include all available nutrients. The Allergens fields includes any allergens associated with the document you're exporting.

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    You can edit the list of export fields here.

    1. In the left (Fields List) pane, Double-click on the item to add it to the the Selected Fields.
    2. Use your mouse to arrange items in the right pane by dragging them up and down (Selected Fields).
    3. Click OK. These fields will now be included in your export.

    Selection Criteria

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    You have the option of exporting all records, exporting records by key number or exporting records per multiple criteria. This section acts as a search. The options listed help you refine your export list.

    EXPORTING ALL RECORDS

    1. Choose Select all Records
    2. Click Next

    EXPORTING BY KEY FILE

    A Key File is a user-created text document of a set of specific (Recipe or Ingredient) records wherein each line is a unique item. For example, a file may consist of all Recipes for chili.

    Note: The first line needs to say the type of information that is in the key file, which can be:

    • User Code; or
    • Name; or
    • Primary Key

    Example: If you are exporting by user code, open the text document containing the list of user codes and type user code at the top.

    To export by Key File

    1. Choose Select by Key File
    2. Click Browse.
    3. Browse to find the desired text (.txt) file
    4. Click OK.
    5. Click Next.

    EXPORTING BY MULTIPLE CRITERIA

    You can choose to select records by Name, Creation Date, Modify Date and/or Group. When you Select by Multiple Criteria, you must check the box next to the criterion you wish to use.

    Name

    • Type in the name for the items to export. Ex: chick will find and export all items with chick in the name

    Creation Date

    • Choose a Creation Date range.

    Modified Date

    • Choose a Modified Date range.

    Groups

    1. Click Select
    2. Check the box next to the group (or groups) you wish to export from.

    Include Empty Rows

    This option applies to any field selected for export that may be empty (depending on whether the user entered values in these areas), including:

    • User code
    • Cost amount
    • Cost quantity
    • Cost measure
    • Notes
    • Ingredient statement

    If you deselect “Include Empty Rows” any records with empty fields (listed above) will NOT be included in the export.

    Include Only User-Added Records

    Check this to export only records you added and not those included with the program.

    Format Options

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    On the format dialog box are you can selection the number of decimal places for the exported values and set the field separator and text delimiter characters.

    FIELD SEPARATOR

    The field separator is placed between each of the imported or exported data fields. It is initially set as a comma (,).

    To change the Field Separator,

    • choose the desired character from the pull-down list.

    TEXT DELIMITER

    The text delimiter is used to designate a text (string) field. It is initially set as a pipe (vertical line symbol “|”).

    For example, if you exported a recipe using the default settings, it would look something like the following:

    |Granola|,|Raisins|,1.5,3,4

    |Granola|,|Almonds|,4,2,6

    |Granola|,|Coconut|,4,6,2

    Here the recipe name |Granola| appears on each line, followed by the ingredient name, followed by three numeric fields (quantity,measure code, and one other numeric data element).

    To change the Text Delimiter,

    • choose the desired character from the pull-down list.

    WRITE FIELD HEADINGS TO FIRST ROW

    The first row will display field headings. Example: Name, User Code, Calories, Fat, etc.

    WRITE MODE

    • Choose Overwrite for this export to overwrite all of the information in the previous export of the same name
    • Choose Append to add the data from this export to the end of the export of the same name.

    Review

    At this point, the program lets you double-check the export parameters by reviewing each tab before executing the export. If you find a mistake, you can edit it.

    • The Export tab lists selection criteria and destination file name.
    • The Selected Fields tab shows which fields will be exported
    • The Export Documents tab lists the records that have been selected for export per criteria specified. It’s a good idea to look over this list before executing.
    • The Destination File tab shows a list of records to be exported along with their data fields specified. It’s a good idea to look over this list before executing.
    • The Error Log file shows the name and location of the error log IF one was created.

    To edit Export parameters

    1. Click Edit
    2. Select which settings to Edit.
    3. Click OK.
    4. When specifications are exact, click Execute.

    After executing, a dialog box will appear telling you the export was successful.

    To save this set of export criteria as a template

    1. Click Save Template
    2. Name the file
    3. Browse to select where to save it.
    4. Click Save.

    Importing data

    1. Select Import from the Welcome window.  (You can also Click the Export icon on the Home ribbon.)
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    2. Select how to import the files:
      1. From template - allows the user to open an exiting (included with the program or user-created) template from the Templates folder. 
      2. From File - allows the user to open an .epf file from where ever they choose. The Browse... button opens a windows file chooser dialog to populate this field.
      3. Create new takes the user to the traditional New import/export dialog.
    3. If you choose to use an existing template or epf file, your next operation will be to execute.
    4. If you choose to create a New template, you will need to go over the following.
    Panel

    On this page:

    toc
    • select operation - Update or Create
    • choose what to do in the case of matching items
    • set Recipe Create Options