Arches-HIP Workflow

1. Download the prepared v4 HIP package.

Download arches-v4-hip-pkg-master.zip (source).

Unzip this directory and place it in your project. The result should look like this:

my_project/
└─ manage.py
└─ my_project/
└─ arches-v4-hip-pkg-master/
    └─ business_data/
    └─ extensions/
    └─ (etc.)

If you want, you can rename the directory. For this tutorial, we will rename it from arches-v4-hip-pkg-master to simply pkg. Really, you can name it whatever you want.

Now go into your project’s my_project/my_project/settings.py file and add this new line, which points to this new package, somewhere after the APP_ROOT line:

PACKAGE_DIR = os.path.join(os.path.dirname(APP_ROOT),'pkg')

Note

You can actually place the package wherever you want, as long as PACKAGE_DIR holds the path to it. You can even leave out this setting entirely if you pass --target path/to/package to all of the v3 commands that are used later in this process.

Finally, load this package into your project:

python manage.py packages -o load_package -s pkg -db true

Important

We recommend using the -db true flag here, which will completely erase your v4 project database and create a fresh installation. If you have already added a lot of new user logins to your v4 project, these will be lost. If you have already added settings to your project like a MapBox API key, for example, follow these steps to retain them before running the command with -db true:

  • In your v4 project, run python manage.py packages -o save_system_settings
  • Find the newly created file my_project/my_project/system_settings/System_Settings.json and move it into my_project/pkg/system_settings.
  • When you do run the load package command, say “y” to the prompt about overwriting project settings (they will be imported from this new settings file).

Before moving on you should be able to view your project in a browser, login with the default admin/admin credentials, and go to the Arches Designer to confirm that you have all six Arches-HIP Resource Models loaded. There should be no resources in your database yet.

2. Move your v3 data into the package.

Move v3scheme-arches-<date>.xml from Export v3 Reference Data into v3data/reference_data.

Move v3resources-all-<date>.json from Export v3 Business Data into v3data/business_data. This file name could be slightly different for you (or you may have multiple files) based on how you ran the v3 export.

Move v3relations-all-<date>.csv from Export v3 Resource Relations into v3data/business_data.

Your package should now look like this:

pkg/
  └─ v3data/
      └─ business_data/
          └─ v3resources-all-<date>.json
          └─ v3relations-all-<date>.csv
      └─ graph_data/
      └─ reference_data/
          └─ v3scheme-arches-<date>.xml
      └─ rm_configs.json

3. Convert the v3 reference data.

Run:

python manage.py v3 convert-v3-skos

New v4 reference data files will be created as shown below.

pkg/
  └─ reference_data/
      └─ collections/
          └─ collections.xml
      └─ concepts/
          └─ thesaurus.xml
      └─ v3topconcept_lookup.json # already existed

You can also add the -i/--import flag to automatically load the reference data into your database.

4. Convert the v3 JSON/JSONL business data.

Now you are ready to convert and import your v3 data:

python manage.py v3 write-v4-json

This command will create new v4 resource JSON/JSONL files in pkg/business_data, one per Resource Model. You’ll be provided with easy copy/paste commands to load the files if you want, or you can add -i/--import to the command to load the resources immediately.

To help you debug any errors you encounter, and generally give you more control over this command, we’ve provided a number of optional arguments.

-i, --import Directly imports the resources after the v4 JSON/JSONL file is created.
-m, --resource-models
 List the names of resource models to process, by default all are used.
-n, --number Limits the number of resources to load: -n 10 will only load the first 10 resources of each resource model.
--exclude List of resource ids (uuids) to exclude from the write process.
--only Specify one or more resource ids to process. All other resources will be ignored.
--skipfilecheck
 Skip the check for uploaded image files that are referenced in v3 business data. Only applicable if you are converting resources with images attached to them.
--verbose Enables verbose printing during the process. Generally not recommended, it’s very verbose.

To give a couple examples:

python manage.py v3 write-v4-json -m "Activity" -n 100 -i --exclude 08b68d46-c202-458a-bf11-bc7a1dd5b2ef

will only write the first 100 “Activity” resources to v4 JSON (even if there are more Resource Models in your package), excluding a single resource whose id is 08b68d46-c202-458a-bf11-bc7a1dd5b2ef, and will then immediately import these resources into your database.

python manage.py v3 write-v4-json --only 08b68d46-c202-458a-bf11-bc7a1dd5b2ef 53348d46-1202-458a-bcab-fe6c7a2223cc

will only write the two resources matching the provided uuids.

Tip

During this process, it may be useful to use:

python manage.py resources -o remove_resources

to erase all existing resources in your database and start from scratch.

5. Convert the v3 resource relations.

Once you have all of your resources loaded in your database, you can import the resource relations from v3. Use:

python manage.py v3 write-v4-relations

to write the file, and add -i/--import to directly import them. You will likely get errors if you try to import resource relations but have not loaded all of your business data.

6. Load the entire package.

Though you may have been loading the individual pieces of the package along the way, the final step should be a full reload of the package.

python manage.py packages -o load_package -s "/full/path/to/my_project/pkg"

You can now treat this package just as you would any other v4 package, by adding custom functions, map layers, etc. You can also safely remove the v3data directory if you wish, as those files will no longer be used (generally it is good to retain that sort of data somewhere though).