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Import Data Loader Workbooks

You can import custom Data Loader workbooks or localized workbooks into GE Digital APM, so that they can be accessed on the Data Loaders page.

Steps

1. Access the Export page.

2. In the Available Items section, in the Select metadata type drop-down, select DataLoader Templates.

   The Available Items section is populated with the Data Loader catalog entries.

3. Select the box of Data Loader whose workbook you want to modify, and then select .

   The Data Loader appears in the Selected Items section.

4. In the File Name box, enter a name for the file that will be exported, and then select the File Type XML(.xml).

5. Select Start Export.

   The Data Loader files are exported, and a zip file is downloaded containing three files:

   • <Data Loader Name> Files: A folder containing the excel source workbook for that data loader.

   • <DataLoaderName>.xml: An xml containing the metadata for the data loader catalog item.

   • ExportLog: A log file detailing the export from GE Digital APM.
6. Open the <DataLoder Name> Files folder, and place a copy of the workbook to be imported into the folder.

7. If you want to replace the default workbook with the workbook to be imported, rename the workbook to be imported to match the exact naming structure of the default template, and then delete the default template.

   IMPORTANT: The name of the file to be imported must match the original file name exactly. Otherwise, the workbook will be not be available to download in GE Digital APM

8. If you want to add an additional workbook, and keep the default workbook:

   1. Ensure the workbook to be imported has a unique name, different from the naming structure of the default workbook, and then delete the default workbook.
   2. Open the <DataLoaderName>.xml file.
   3. In the DATALOADERTEMPLATE_ID, DATALOADERTEMPLATE_DESC, and the DATALOADERTEMPLATE_FILE_NM parameters, replace the existing value with the name of the new workbook to be imported.
   4. Save the file.
9. Create a zip file with the <Data Loader Name> Files folder containing the new workbook to be imported, the <DataLoaderName>.xml file, and the ExportLog file.
10. Access the Import page.
11. In the Import File box, select Choose File, and then navigate to the zip file you created in the previous step.
12. Select the box of Data Loader whose workbook you want to import, and then select .

13. Select Start Import.

    The new workbook is imported into GE Digital APM.

Results

• The workbook that you imported can be download on the Data Loaders page.

Example: Import an Additional Equipment and Functional Location Workbook

1. Access the Export page,

2. In the Available Items section, in the Select metadata type drop-down, select DataLoaders Template.

   The Available Items section is populated with the Data Loader catalog entries.

3. Select the Equipment and Functional Location box, and then select .

   The Equipment and Functional Location Data Loader appears in the Selected Items section.

   

4. In the File Name box, enter Equipment and Functional Location Export, and then select the File Type XML(.xml).

5. Select Start Export.

   The Data Loader workbook files are exported, and a zip file is downloaded containing three files:

   • Equipment and Functional Location Export Files: A folder containing the default Equipment and Functional Location Data Loader workbook.

   • Equipment and Functional Location Export.xml: An .xml containing the metadata for the catalog item.

   • ExportLog: A log file detailing the export from GE Digital APM.
6. Open the Equipment and Functional Location Export Files folder, and place a copy of the workbook to be imported into the folder. In this example the workbook name is Equipment and Functional Location_DE.

7. Ensure the template to be imported has a unique name different from the naming structure of the default template, and then delete the default template.

8. Open the Equipment and Functional Location Export.xml file.
9. In the DATALOADERTEMPLATE_ID and DATALOADERTEMPLATE_DESCparameters, replace Equipment and Functional Location with Equipment and Functional Location_DE.
10. In the parameter DATALOADERTEMPLATE_FILE_NM, replace the value with Equipment and Functional Location_DE.xml.
11. Save the file.
12. Create a zip file with the Equipment and Functional Location Export files.
13. Access the Import page.

14. In the Import File box, select Choose File, and then navigate to the zip file Equipment and Functional Location Export.

    In the Available Items section The Equipment and Functional Location entry appears.

15. Select the The Equipment and Functional Locationbox, and then select .

16. Select start Import Button.

    The new template is imported into GE Digital APM, and is available to download on the Data Loaders page.

    

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