Using

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.

1. Identify the data you want to transfer from external sources to GE Digital 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 GE Digital 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.

1. Access the Data Loaders page, and then select Download Templates.
   The Download Templates window appears, displaying a list of the data loader categories.
   
   
2. Select the category whose template you want to download.

   Data Loader Category	Workbooks in the Category
   APM Connect	APM Family, Equipment and Functional Location, Tag to Asset Relationship, Taxonomy, Work History
   APM Failure Elimination	Production Loss Analysis (PLA) , Root Cause Analysis (RCA)
   APM Foundation	Asset Criticality Analysis (ACA), Geographic Information System (GIS), Custom Asset Hierarchy, Role
   APM Health	Rounds Allowable Values, Rounds Readings, Rounds Routes, Rounds Templates
   APM Mechanical Integrity	Inspection Management (IM) Assets, Inspection Management (IM) Functional Location, Risk Based Inspection (RBI) 580, Risk Based Inspection (RBI) 581, Risk Based Inspection (RBI) Corrosion Loop, RBI Components To TML Groups Relationship, Thickness Monitoring (TM) Equipment, Thickness Monitoring (TM) Functional Location
   APM Power Generation	Generation Availability Analysis (GAA) Amplification Codes, Generation Availability Analysis (GAA) Cause Codes
   APM Safety	Calibration, Hazards
   APM Strategy	Asset Strategy Management (ASM), Asset Strategy Management (ASM) Templates, Failure Modes and Effects Analysis (FMEA), FMEA Analysis Template, FMEA Asset Template, Reliability Centered Maintenance (RCM)

3. In the Templates column, in the row for the data loader whose template you want to download, select .

   The template is downloaded, and can be populated with data to load into GE Digital APM.

1. On your GE Digital APM Server, navigate to the folder where the localized workbooks are stored. If you had installed GE Digital APM in the default location, navigate to C:\Program Files\Meridium\Templates\DataLoaders.

   The DataLoaders folder appears.

2. Select the folder containing the workbook in the language you want according to the following table:

   Folder	Language
   de	German
   Default	English
   es	Spanish
   fr	French
   it	Italian
   ja	Japanese
   nl	Dutch
   pl	Polish
   pt-BR	Portuguese (Brazilian)
   ru	Russian
   zh-CHS	Chinese (Simplified)

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.

1. Access the Data Loaders page.
2. If, on the upper-left corner of the page, the <number> Error link appears beside the , then select the link.
   Note: If the number of errors link does not appear, then the connections needed to use the data loaders are configured properly.
   The Connection Errors dialog box appears displaying the connections status for each connection point needed to use the data loaders.
3. Select OK.
   The connection status is tested.

1. Access the Data Loaders page.
2. Select Import New.
   The Import Data window appears.
   
   
3. In navigation tree, select the data loader category, and then select the data loader that you want to use to import data according the following table.

   Data Loader Category	Workbooks in the Category
   APM Connect	APM Family, Equipment and Functional Location, Tag to Asset Relationship, Taxonomy, Work History
   APM Failure Elimination	Production Loss Analysis (PLA) , Root Cause Analysis (RCA)
   APM Foundation	Asset Criticality Analysis (ACA), Geographic Information System (GIS), Custom Asset Hierarchy, Role
   APM Health	Rounds Allowable Values, Rounds Readings, Rounds Routes, Rounds Templates
   APM Mechanical Integrity	Inspection Management (IM) Assets, Inspection Management (IM) Functional Location, Risk Based Inspection (RBI) 580, Risk Based Inspection (RBI) 581, Risk Based Inspection (RBI) Corrosion Loop, RBI Components To TML Groups Relationship, Thickness Monitoring (TM) Equipment, Thickness Monitoring (TM) Functional Location
   APM Power Generation	Generation Availability Analysis (GAA) Amplification Codes, Generation Availability Analysis (GAA) Cause Codes
   APM Safety	Calibration, Hazards
   APM Strategy	Asset Strategy Management (ASM), Asset Strategy Management (ASM) Templates, Failure Modes and Effects Analysis (FMEA), FMEA Analysis Template, FMEA Asset Template, Reliability Centered Maintenance (RCM)

4. In the Select a File for importing box, select Choose File, and then navigate to and select the file that you want to import.
5. In the Job Description box, enter a short description of the job.
6. Select Import.
   The job is run, and the status of the job appears in the Status and Log column.

   Tip: If necessary, you can cancel an import job by selecting the button that appears in the Status and Log column. If you cancel a job, any changes that have already occurred are not removed, therefore, you may need to manually modify records to update or remove unwanted data.

   Status	Description
   Waiting	Initial state when job is created. The data import job is queued for pre-processing on the APM Connect Server.
   Staging In Progress	The data import job is being prepared on the APM Connect Server.
   Staging Failure	The data import job failed during preparation.
   Staging Complete	The data import job was prepared successfully.
   Dataloader Enqueued	The maximum number of data load jobs has been exceeded, as determined in the APM Connect Connection Records, or there is a job of the same type running. The data import will begin once the other jobs are complete.
   Configuring Dataloader	The data import job is configuring the proper user roles and arranging data processing for most efficient execution flow.
   In Progress	The data import job is loading data into the GE Digital APM Data Source.
   Data Synchronization in Progress	The data import job is synchronizing the loaded data and relationships across the APM Data Source.
   Job Cancelling	The data import job is in the process of being cancelled. This occurs after you select .
   Cancelled by User	The data import job was cancelled successfully. Note: When a job is cancelled, the data imported prior to cancelling is not removed.
   Errors	The data import is complete, but encountered one or more errors. You can download the log file to view detailed error messages.
   Complete	Data has been imported into GE Digital APM. Note: If the icon appears, the data was imported with warnings. You can download the log file to view detailed warning messages.

1. Access the Data Loaders page.
2. In the Job ID column, select the job that you want to open.
   On a new page, the datasheet for the selected job appears.
   
   
3. To view the information contained in the Log Text, select .
   The Text Editor window appears, displaying details about the job, such as error messages, warnings concerning the data load and general information regarding the data records that were loaded.
   
   

The APM Family Data Loader can be used to populate the Site Reference on Equipment and Functional Location records in GE Digital APM.

1. On the data worksheet, add a column that contains MI_SITE_NAME in the column name.
   For example if you are working with a relationship, where a distinction needs to be made regarding which family is associated with each column, then the column name will be prefaced with the Family ID. As shown in the following image, the column name might take the form MI_EQUIP000|MI_SITE_NAME, where MI_EQUIP000 is the Family ID.
2. Enter the site name to designate the site by which the asset record, once loaded into GE Digital APM, will be filtered.
3. Continue populating the source workbook, and then run the data loader.

This section describes any prerequisites to loading the data and the order in which the data will be loaded.

1. Determine if you want to load data into a single family or into two families that are related to each other.
2. Access a sample APM Family Data Loader source file based on the type of load determined in step 1.
3. Determine what families and or relationships you want to populate using the APM Family Data Loader.
4. Export the metadata that reflects the metadata definition for the family or families into which you want to load data.
5. Populate the Configuration worksheet.
6. Populate the column headers of the <Data> worksheet using the exported metadata.
7. As needed, modify the worksheets to populate unit of measure to apply the correct unit of measure to any of the numeric fields.
8. As needed, modify the worksheets to populate time zones to convert any date or time fields to the correct time zone.

This topic describes any prerequisites to loading the data and the order in which the data will be loaded for Equipment and Functional Location Data Loaders.

1. Create the Functional Location.
2. Create the Equipment.
   The Equipment and Functional Location Data Loaders have the listed limitations.

   • The Functional Location hierarchy can be constructed in the loader by assigning the parent Functional Location (superseding Functional Location) to the child record.
   • The top-level parent node will not be automatically designated by the data loader, and must be explicitly defined in the Excel source workbook.

     In the Parent Functional Location Internal ID column, you must enter *ROOT* in the row(s) to indicate that the Functional Location should be treated as the root in GE Digital APM. After processing the data loader with the root level indicator, the Functional Location will be populated under the Home level in the Asset Hierarchy, with the details provided in the spreadsheet.

   • CMMS-ID is a required field that is intended to identify the original source of the data and part of the key value.
   • After loading Equipment records into GE Digital APM with a specific site reference, you cannot update the Equipment records to have global site references by reimporting the workbook with the site reference column updated to global on the Equipment worksheet. To update Equipment records to have global site references, you must update the predecessor Functional Locations with the site reference value *Global* on the worksheet.

     In GE Digital APM, records inherit their site references from their predecessor records. Additionally, when the Equipment and Functional Location Data Loader is run, it loads Equipment records first, and then loads Functional Location records. Therefore, to change the equipment record’s site reference to global, you would need to re-import the workbook with the Functional Location record indicating a *Global* site reference.

The Tags to Assets Relationship Data Loader manages relationships between existing GE Digital APM records including: Tag records, Equipment records, and Functional Location records.

• Link Assets and Tags: Equipment Records
  1. On the TagRelationship worksheet, populate the tag fields M2M System ID, Tag ID, and Tag Family ID.
  2. Populate the Equipment fields Equipment ID, Equipment CMMS System, and Equipment Family ID.
• Link Assets and Tags: Functional Location Records
  1. On the TagRelationship worksheet, populate the tag fields M2M System ID, Tag ID, and Tag Family ID.
  2. Populate the Functional Location fields Functional Location Internal ID, Functional Location CMMS System, and the Functional Location Family ID.
• Unlink Assets and Tags: Equipment Records
  1. On the TagRelationship worksheet, populate the tag fields M2M System ID, Tag ID, and Tag Family ID.
  2. Clear the Equipment fields Equipment ID and Equipment CMMS System ID.
  3. Populate the Equipment Family ID field.
• Unlink Assets and Tags: Functional Location Records
  1. On the TagRelationship worksheet, populate the tag fields M2M System ID, Tag ID, and Tag Family ID.
  2. Clear the Functional Location fields Functional Location Internal ID and Functional Location CMMS System ID.
  3. Populate the Functional Location Family field.
• Link Custom Equipment or Functional Location Families

  he following fields can be modified on the worksheet to accommodate linking and unlinking tags and assets in custom equipment or functional location families:

  • MI_TAG_ID_C
  • MI_EQUIP000_SAP_SYSTEM_C
  • MI_EQUIP000_EQUIP_ID_C
  • MI_FNCLOC00_SAP_SYSTEM_C
  • MI_FNCLOC00_INTERNAL_ID_C

  For example, if you are loading data into a custom asset family with an ID of MC_ASSET and using the custom asset ID field is MC_ASSET_ID_C, then you can modify the standard MI_EQUIP000_EQUIP_ID_C field to MI_EQUIP000_EQUIP_ID_C|MC_ASSET_ID_C. You will also want to make sure that the custom family ID is the Equipment Family ID field.

  Note: You must keep the original ID, and appended it with a pipe character (|) plus custom ID value.

This section describes any prerequisites to loading the data and the order in which the data will be loaded.

1. Taxonomy Category
2. Taxonomy Class
3. Taxonomy Type
4. Taxonomy Mapping Values

This section describes any prerequisites to loading the data and the order in which the data will be loaded.

1. Create or Update the Work History record.
2. Link the Work History record to the Asset ID (Equipment or Functional Location).
3. Create or Update the Work History Detail record.
4. Link the Work History Detail record to the associated Work History record.
   Note: There can be multiple Work History Detail records for each Work History record.

Use the Automatic Data Loader job to manually or programmatically load asset data to GE Digital APM.

1. Identify the directory that corresponds to the data loader you are using.
2. Move the data loader files (either a correctly formatted Excel workbook or .zip file) into the identified directory.