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Overview

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The Data Transfer Utilities, located in the side toolbar, will allow you to download your inventoried data in Shapefile, Access, or Excel format. It will also allow you to upload data using either Excel or .csv formatted files.

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sidebar of TreeKeeper, provides data download options, the File Review tool, and the Import / Update tool.

Table of Contents

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Info

This feature can only be accessed by users having the proper Upload/Download Data permissions configured in their user account. Please contact an Admin in your system if you’d like to request access to this feature.


Data Downloads

After opening the Data Transfer tool, you can select which file type of file you would like to download data in. This opens another form where you can select the specific data layer(s) you would like to download.

Downloading a Shapefile or Excel file only allows you to download one layer at a time, which can be started by simply clicking on the layer name.

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Downloading an Access a Geodatabase file allows you to select multiple layers. To do so, select click the check-box next to the layer(s) you want included in the Access download, and then click the ‘Submit’ button.

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Downloading Selected Sites

To go about downloading download a specific set of sites as either a Shape, Access or Excel file, you can first start off by making the selection of in Shapefile, Excel, or Geodatabase format, start by selecting the sites you would like to download by using either the Search Panel or the Selection running a search or quick filter, Showing Checkmarked Sites in a report, or using a map tool. Once you have your sites the desired sites have been selected, going to the open Data Transfer tool and viewing any of the download options Utilities, choose your preferred file type, and you should see an option at the top options just above the list of data layers. Those options allow you to choose between Entire Layeror Map Selected”.

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Choosing the “Map Selected” option then clicking on the layer you have selected will download the file of your choice of the sites you had selected on the map.Map Selected for Shapefile and Excel downloads, or Use your selected sites for Geodatabase downloads.

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Info

The resulting downloads will include all attributes in the system and will show the attribute’s Interface Name rather than the Display Name. If you would rather choose which attributes will be in the download and/or have the Display Name in the download, we recommend customizing the Data Grid and exporting the data through the Data Grid.

Photo

File Review

The Photo File Review tool is a quick method for viewing all of the uploaded photos in the way to view all uploaded files in your TreeKeeper system. After clicking on Photo File Review in Data Transfer Utilities, you will then have to specify the sites you want to view the files for and decide if you are presented want to view deleted files as well.

Map Selected: this will return files for the sites that are currently selected on the map. This feature is good to pair with a search, quick filter, map selection, etc.

Custom Search: a form where you can fill out add some criteria. This can be used to filter down the data down and show only show photos files belonging to the sites that match the chosen criteria.

Info

If you want to see all of the

photos

files in the system, just choose the data layer(s) in the

'Facilities'

‘Facilities’ criteria box.

After specifying the criteria, click ‘Submit’ at the bottom of the form . This will display the photosand the files will be displayed. See the next section for some of the functions you have access to on this screen.

Photo Review Criteria Selection

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Photo Selection

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Photo Review: Buttons

At the top of Photo Review there are also a set of buttons that can

Map Selected

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Custom Search

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File Review Functions

After clicking Submit, you will see a set of buttons at the top of File Review that allow you to perform certain actions on any selected photosfiles.

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From left to right those buttons are Rotate Photo Left, Rotate Photo Right, Toggle Guest Access, Download Photo, Delete Photo, Restore Photo and Clear Selection.

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Below explains what each button does

, the buttons above are:

  • Rotate Photo Left: Rotates selected photo 90 degrees to the left (counterclockwise).

  • Rotate Photo Right: Rotates selected photo 90 degrees to the right (clockwise).

  • Toggle Guest Access: Toggles whether or not a guest can view the selected

photoDownload Photo
  • file.

    • Note: Even if you use this function on a file, guests will not be able to see it unless guest access for files has been enabled for the TreeKeeper system as a whole.

  • Download File: Downloads the selected

Photo
  • file.

  • Delete

Photo
  • FileDeletes the selected

Photo
  • file.

  • Restore

Photo
  • FileWill restore

a
  • the selected deleted

photo if you have deleted photos set as shown
  • file.

  • Clear Selection: Clears your current selection.

You can also click the ‘View Site’ button (blue star) beneath

each photo

a given file to view the site

the photo

that file is associated with.

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In order to use

these

any of the functions described above, you must have one or more

photos

files selected.

To select a

photo

file, click the check-box in the top-right corner of the

image

file preview. This will turn the box surrounding the

photo

file green, indicating that it is selected.

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Import/Update

TreeKeeper also allows you to import or update data. When you select ‘Import/Update’ you will be asked to select an external data source and then you will be prompted to select the file containing the data from a location on your device. To find out learn more about the Import/Update feature, please check out see the following documentation: Import/Update Inventory with an Excel file.

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Rover Utilities

If there is an ongoing Rover collection in your TreeKeeper system, you may see three additional features in Data Transfer Utilities. Those features (Create Subscriptions, Manage Subscriptions, and API Logs) are utilities to help with Rover. If you do not see these, that means Rover is not currently enabled on your TreeKeeper, which is expected as nearly all TreeKeeper systems are delivered with Rover turned offdisabled.

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