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About the Calibration Management Data Loader General Loading Strategy

The imported data must load in a specific sequence in order to successfully populate fields, to create records, and to link them to the other records.

Best Practices

When importing data using the data loader workbook, you must use the following best practices:

• ID fields (Row 2 of each worksheet) must not include special characters (other than underscores) or spaces.
• Columns (including columns representing custom fields) in the worksheets should be formatted as Text.
• You should not try to create and update a component in the same data loader workbook.
• You must consider the rules described in the Workbook Layout and Use section of this document while using the Calibration Data Loader.

Load Sequence

The data load is performed in the following sequence:

1. The Batch worksheet is processed. All the records that contain the same batch number are uploaded together.
2. The MI_TESTEQUIP worksheet is processed. The Data Loader searches for the record that you have specified in the Equipment ID column. If the record exists, it is updated. Otherwise, a Test Equipment is created.
3. The MI_TST_EQUIP_HIST worksheet is processed. If a Test Equipment History record exists for the Test Equipment specified in the Parent ID column, it is deleted, and a new Test Equipment History record is created based on the details you provide in this worksheet.
4. The MI_SGCY0000 worksheet is processed. The Data Loader searches for the record that you have specified in the Standard Gas Cylinder ID column. If the record exists, it is updated. Otherwise, a Standard Gas Cylinder is created.
5. The MI_SGCM0000 worksheet is processed. If a Standard Gas Component record exists for the Standard Gas Cylinder specified in the Parent Key column, it is deleted, and a new Standard Gas Component record is created based on the details you provide in this worksheet.
6. The PROF_TEMPLATES worksheet is processed. The Data Loader searches for the record that you have specified in the Template ID column. If the record exists, it is updated. Otherwise, depending on the value in the Calibration Type column, one of the following records is created:
   • Calibration Template, Analog
   • Calibration Template, Discrete
   • Calibration Template, Single Component Analyzer
   • Calibration Template, Multi-Component Analyzer
7. The MI_CAL_PROF worksheet is processed. The Data Loader searches for the record that you have specified in the Profile ID column. If the record exists, it is updated. Otherwise, a Calibration Profile is created and linked to the template that you have specified in the Profile Template column.
8. The MI_TMCAAN00, MI_TMCADSCT, MI_TMCASCAN, and MI_TMCAMCAN worksheets are processed. The Data Loader searches for the records that you have specified in the Template ID column. If the records exist, they are updated. Otherwise, the following records are created:
   • Calibration Template, Analog
   • Calibration Template, Discrete
   • Calibration Template, Single Component Analyzer
   • Calibration Template, Multi-Component Analyzer

   These records are linked to the profile and Equipment you have specified in the Profile ID and Asset Key columns respectively.

9. The MI_TDCAAN00 worksheet is processed. If a Calibration Template Detail, Analyzer record exists for the template specified in the Template Parent ID column, it is updated. Otherwise, it is created and linked to the Calibration Template, Single Component Analyzer record that you have specified in the Template Parent ID column.

10. The MI_TASKCALB worksheet is processed. The Data Loader searches for the record that you have specified in the Task ID column. If the record exists, it is updated. Otherwise, a Calibration Task is created and linked to the Equipment that you have specified in the Asset ID column and the Calibration Template that you have specified in the Calibration Template ID column.
11. The MI_EVENTS worksheet is processed. The Data Loader searches for the record that you have specified in the Event ID column. If the record exists, it is updated. Otherwise, one of the following records is created for each row:
    • Calibration, Analog
    • Calibration, Discrete
    • Calibration, Single Component Analyzer
    • Calibration, Multi-Component Analyzer

    The record is linked to the Equipment and Test Equipment that you have specified in the Asset Key, Test Equipment ID No 1, Test Equipment ID No 2, and Test Equipment ID No 3 columns respectively.

12. The MI_RESULTS worksheet is processed. For the Calibration record specified in the Event ID column, if a Calibration Results record exists with the sequence
    • If the value in the Calibration Results Family ID column is MI_CRAN0000, and the Calibration Results, Analog record that you have specified in the Event ID and Calibration Sequence Number columns exists, then the Calibration Results, Analog record is updated. Otherwise, it is created and linked to the Calibration, Analog record that you have specified in the Parent Key (Analog) column.
    • If the value in the Calibration Results Family ID column is MI_CRDS0000, and the Calibration Result, Discrete record that you have specified in the Event ID and Calibration Sequence Number columns exists, then the Calibration Result, Discrete record is updated. Otherwise, it is created and linked to the Calibration, Discrete record that you have specified in the Parent Key (Discrete) column.
    • If the value in the Calibration Results Family ID column is MI_CRANZR00, and the Calibration Results, Analyzer record that you have specified in the Event ID and Calibration Sequence Number columns exists, then the Calibration Results, Analyzer record is updated. Otherwise, it is created and linked to the Calibration, Analyzer Single Component or the Calibration, Analyzer Multi-Component record that you have specified in the Parent Key(Single/Multi Component) column.
13. The MI_RECCLBN worksheet is processed. The Data Loader searches for the record that you have specified in the Recommendation ID column. If the record exists, it is updated. Otherwise, it is created and linked to the Equipment and Calibration records that you have specified in the Equipment ID and Event ID columns respectively.

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