About the Asset Strategy Management (ASM) Data Loaders General Loading Strategy

Best Practices

When importing data using the Asset Strategy Management (ASM) Data Loaders, you must use the following best practices:

Do not try to create and update a component in the same Excel workbook.
Do not include anything in the Excel workbook that you do not want imported into the dataset. If you include fields that are blank, they will import into the database as blank fields. If you do not want a specific field imported because it would overwrite a value in an existing field, remove that column from the worksheet.

Load Sequence

The data loader jobs must load in a specific sequence in order to successfully populate fields, create records, and link them to the predecessor and/or successor records. This section documents the order of steps that you must perform for the strategy and template data loaders to work correctly.

Asset Strategy Management (ASM) Data Loader

For all strategies, the strategy data loader will:

Create the ASM Strategy and link it to the defined asset through the Has Strategy relationship.
Create Actions: One or many that are linked to the Asset Strategy through the Has Actions relationship.
Create Risks: One or many that are linked to a mitigating Action through the Has Actions relationship.
Create Mitigations: One or many Mitigated Risk Assessments that are linked to one or more Risks through the Is Mitigated relationship.

Asset Strategy Management (ASM) Templates Data Loader

For all templates, the template data loader will:

Create the ASM Template without any defined asset.
Create Actions: One or many that are linked to the template through the Has Actions relationship.
Create Risks: One or many that are linked to a mitigating Action through the Has Actions relationship.
Create Mitigation: One or many Mitigated Risk Assessments that are linked to one or more Risks through the Is Mitigated relationship.

Note: Verify that all data was successfully uploaded and all relationships have been created or preserved.