Attachment J.4 - Census Bureau Sample Data Transfer.pdf

Attachment J.4 – Census Bureau Sample Data Transfer

Data Transfers/ Submission instructions:

1. The Data Quality Branch in the Economic Reimbursable Surveys Division (ERD) of Census will assist in account creation and request a test file.

2. Data Extract: the data should be provided as a delimited text file or a non-delimited fixed length text file (ASCII)

3. Delivery Method: The data will be transferred via the U.S. Census Bureau’s Managed File Transfer

(MFT). Refer to Appendix A for the MFT User’s Guide, including instructions for requesting an account, logging in, and transferring files.

4. The Offeror shall provide technical support regarding file structure and delivery, file contents and completeness, and data consistency over time. The contractor shall work to resolve technical issues Economic Reimbursable Surveys Division (ERD) within 48 business hours of being notified.

5. The Offeror will provide adequate documentation and support of transferred files for the Census Bureau to be able to interpret the data:

• File layout:

o Contains column (variable) name o Description of the column o Maximum length of the column o Starting position (if it's a fixed length file) o Formats of the data (example: date formats, implied decimals, etc.)

• Data Dictionary: a Codebook and/or any other information required so an analyst can understand the data

• File structure (delimited or fixed length)

• Total record count

• Data vintage (what year(s) does the file cover)

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U.S. Census Bureau’s Managed File Transfer (MFT) User’s Guide Hello data provider!

The U.S. Census Bureau has implemented a new secure file transfer process, Managed File Transfer

(MFT)! MFT enhances file transfer security and upgrades our technology to the modern era in both look and feel.

It is no longer necessary for you to encrypt, password-protect, compress, zip, or otherwise secure your files to ensure they are safely transmitted, as MFT automatically encrypts all transfers and can handle much larger file sizes!

MFT includes many ease-of-use enhancements, such as:

Large capacity for file transfers (5GB for a single file, 10 GB for a single transfer).

The ability to submit multiple files within a single transfer.

The ability to reset your password yourself.

The ability to receive an email reminder of your username.

An email reminder when your password is about to expire.

An online form where you can Request Help with your transfer.

An embedded User’s Guide!

To continue to submit your data to the U.S. Census Bureau, you will need to establish a new account with MFT. You may do this by navigating to https://mft.econ.census.gov/ and clicking “Need Help?”

below the Sign On button. You can then use the Account Request form to establish your account. This link will lead you to our MFT User's Guide which is designed to provide you more information and instruction, should you desire it: https://mft.econ.census.gov/cfcc/login/USCB_MFT_User_Guide.pdf

NOTE: If you are having trouble navigating to the MFT site, please try using Firefox browser or Chrome and attempt to use Internet Explorer last.

NOTE: MFT was designed to replace all previously used systems, such as the Send-A-File Utility, Accellion, and Kiteworks by Accellion.

Please feel free to let us know if you have any questions. You can contact us, the Data Quality Branch, through our email address at erd.all.dqb.list@census.gov or by calling us at (301)-763-2095. Our office hours are Monday through Friday 9am to 5pm EST.

Thank you for your data!

The Data Quality Branch (DQB), Economic Reimbursable Surveys Division (ERD) U.S. Census Bureau email address: erd.all.dqb.list@census.gov branch phone: 301-763-2095 census.gov | @uscensusbureau

APPENDIX A

https://mft.econ.census.gov/ https://mft.econ.census.gov/cfcc/login/USCB_MFT_User_Guide.pdf http://www.census.gov/ https://www.census.gov/about/contact-us/social_media.html

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Table of Contents U.S. Census Bureau’s Managed File Transfer (MFT) User’s Guide

1. The MFT Login Page

2. The MFT Help Page

A. How to Use MFT

B. Account Request

C. New User Setup

D. Password Reset

E. Username Request

F. Help Request

3. The MFT Transfer Page

4. The MFT History Page

5. The MFT Settings Page

Appendix

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1. The MFT Login Page The MFT Login Page is where you will log into the U.S. Census Bureau’s secure file transfer site to transfer your administrative records.

Figure 1: The MFT Login Page

1. Navigate to the following URL either by typing the following address in a web browser address line or clicking the link: https://mft.econ.census.gov/cfcc/login/login.jsp. The MFT Login Page will appear, as shown in Figure 1.

2. If you have already established an account in MFT for transferring administrative records to the

U.S. Census Bureau, then you may enter your credentials directly on the screen.

3. If you do not have an account in MFT, or you have any issues logging in, click on “Need Help?” or navigate to https://mft.econ.census.gov/cfcc/login/loginHelp.jsp. Instructions for this page are shown in section 2.

Note: If you encounter errors or blank screens, please try using an alternative browser. First choice browsers are Mozilla Firefox and Chrome. Internet Explorer should be your last choice. Please try all 3 browsers when experiencing an issue. Also, only have one browser open at once.

https://mft.econ.census.gov/cfcc/login/login.jsp https://mft.econ.census.gov/cfcc/login/loginHelp.jsp

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2. The MFT Help Page The MFT Help Page is where you can get help using MFT.

Figure 2: The MFT Help Page

There are several links on this page, as shown in Figure 2. Simply select the “click here” link for the option most relevant to your question.

A. How to Use MFT This first “click here” link will lead you directly to this user’s guide.

B. Account Request This second “click here” link will lead you to a form you can use to request a new account in MFT. Please fill out all required information as completely as you can, and then click “Submit.”

The fields are self-explanatory. Please use your first and last name. Your agreement number may be listed in the email invitation to create an account. If you do not know your agreement number, please call us or fill in “unknown”. If we see “unknown”, it might take extra time to process the request.

You will also be prompted to acknowledge the Rules of Behavior for MFT before your request will be submitted.

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See Figure 9, Figure 10, Figure 11, Figure 12, and Figure 13 in the Appendix for screenshots of the emails and confirmation screens you will receive.

C. New User Setup This third “click here” link will allow you to log in to your new account for the first time, if you have received a confirmation email that your account has already been established.

See Figure 14, Figure 15, Figure 16, and Figure 17 in the Appendix for screenshots of the emails and confirmation screens you will receive.

D. Password Reset This fourth “click here” link will allow you to reset your password.

Note: This link allows you to reset your password due to it expiring after 90 days or if you forgot your password and need to create a new one.

See Figure 18, Figure 19, Figure 20, and Figure 21 in the Appendix for screenshots of the emails and confirmation screens you will receive.

E. Username Request This fifth “click here” link will allow you to retrieve your username.

See figures Figure 22, Figure 23, and Figure 24 in the Appendix for screenshots of the emails and confirmation screens you will receive.

F. Help Request This sixth “click here” link will lead you to a form you can use to directly contact us if you have any other issues using MFT. Please fill out all required information as completely as you can, and then click “Submit.”

See Figure 25 and Figure 26 in the Appendix for screenshots of the confirmation screens you will receive.

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3. The MFT Transfer Page The MFT Transfer Page is where you will transfer your administrative records to the U.S. Census Bureau.

Figure 3: The MFT Transfer Page

In most situations, you will have only one folder within this page to select. See Figure 3, and the example folder named GRUMPYCAT. The folder is associated directly with the Agreement your agency has with the U.S. Census Bureau to provide administrative records.

Click on the folder. The Individual Transfer Folder screen will appear (see Figure 4: Individual Transfer

FolderFigure 4). Use the “click here to upload” to open a navigation window (Figure 5) to select which files on your PC to transfer. Note: The MFT system works better if you name your files without spaces.

Please keep this in mind as you upload data.

Figure 4: Individual Transfer Folder

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Figure 5: File Transfer Screen

Once you have selected an individual file or group of files to transfer, you must then click the “Upload

Files” button to have them begin transferring. You can either wait for files to finish transferring, or close the File Transfer Screen and the files will continue to transfer in the background. Please do not close the browser window or log out of MFT until all files have been successfully transferred.

You will receive an email once the transfer is complete. See Figure 6.

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Figure 6: Successful File Transfer Email

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4. The MFT History Page The MFT History Page is where you can see a list of all of your previous file transfers using MFT. You will only see a history of the files uploaded using your account, and not a history of all files uploaded to this folder.

Figure 7: The MFT History Page

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5. The MFT Settings Page The MFT Settings Page is an alternative location where you can change your password in MFT. You can also change your password in MFT from the MFT Login Page by clicking “Need Help?”

Figure 8: The MFT Settings Page

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Appendix

Figure 9: Access Request, Initial Page Part 1

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Figure 10: Access Request, Initial Page Part 2

Figure 11: Access Request, Initial Page Part 3

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Figure 12: Access Request, Confirmation

Figure 13: Access Request, Account Request Processed Email

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Figure 14: New User Setup, Initial Page

Figure 15: New User Setup, Confirmation

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Figure 16: New User Setup, Change Password Request Email

Figure 17: New User Setup, Password Set Page

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Figure 18: Forgot Password, Initial Page

Figure 19: Forgot Password, Confirmation

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Figure 20: Forgot Password, Change Password Request Email

Figure 21: Forgot Password, Password Reset Page

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Figure 22: Forgot User Name, Initial Page

Figure 23: Forgot Password, Confirmation

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Figure 24: Forgot Password, User Name Request Email

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Figure 25: Support Request, Initial Page

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Figure 26: Support Request, Confirmation