Overview

About the APM Connect Data Loaders

The APM Connect Data Loaders allow you to import records from external sources into APM.

Foundation Data Loaders

  • Foundation Equipment and Functional Location Data Loader: This loader builds out the Asset Hierarchy based on the asset parents structure defined in the workbook.
  • Foundation Taxonomy Data Loader: This loader creates, or updates Taxonomy Categories, Classes, and Types based on the data in the Excel source.
  • Foundation Work History Data Loader: This loader creates the necessary work history and work history detail records and links them to the corresponding equipment or functional location as defined in the Excel workbook.

APM Rules and the Data Loaders

When loading data into APM, it is important to understand how APM treats data, and the subsequent impact on data loads.

APM creates records based on the rules for that family. Therefore, the data that is loaded into APM via the Data Loaders are also subject to the same rules. This could result in blank Equipment records with no data if the rules for the family do not require data. Similarly, there is no restriction on key fields having to contain a value other than what is required by the rules.

For example, the baseline Equipment family does not have any fields that are marked as required in the rules, so when using the data loaders, equipment records are created even with only one field populated in the worksheet. If you only populated Maintenance Plant on the APM data loader spreadsheet, then an equipment records would be created with only maintenance plant and no other identifying information.

Access the Data Loaders Page

Procedure

In the module navigation menu, select Tools > Data Loaders.
The Data Loaders page appears, displaying the list of the Data Load jobs that are running or complete. You can use this page to download the Data Loader Templates and import data through the Data Loader user Interface. For more information on the columns available in this page, refer to the Field Descriptions of the Data Loaders Page topic.

Data Loader Workflow

This workflow provides the basic, high-level steps for using this module. The steps and links in this workflow do not necessarily reference every possible procedure.

Procedure

  1. Identify the data you want to transfer from external sources to APM.
  2. Download the Data Loader Workbooks, and then populate the data loader workbooks.
    Tip: Alternatively, you can use a zip file of .csv files that conform to the data loader workbook format.
  3. Optional: Test the connections required to complete a data load.
  4. In APM, select the appropriate file, and then run a data import job.
  5. Review the Data Import Log for warnings, messages, or errors.
  6. If there are transfer errors, resolve the errors.