Data Loader

About the ACA Data Loader

The ACA Data Loader allows existing or new Asset Criticality Analyses to be delivered to the ACA module in GE Digital APM for further development, analysis or implementation. Customers will be able to load data from other external systems into the ACA module via the Excel workbook. They will be able to upload any existing analyses with updated risk assessment data that has been assessed outside the GE Digital APM application. Sites assignments for the ACA records that are loaded with the ACA Data Loader are inherited from the related Functional Locations and Equipment that already exist in the GE Digital APM system.

The data loader is used in the following scenarios:

  • Customers conducting an initial data load of ACA Analyses, including Analyses, System, Functional Locations, and Equipment for the purpose of completing Risk Assessments inside the GE Digital APM application.
  • Customers updating existing ACA Analyses with Risk Assessments completed outside the GE Digital APM application.
Note: If you are using an export file generated from a version of GE Digital APM prior to V4.0.0.0 (e.g. V3.6.0.0.0), then that Excel file needs to be modified to match the current ACA Data Loader template.

About the ACA Data Loader Requirements

To use the ACA Data Loader, your organization must have completed fully the deployment of the Asset Criticality Analysis module. The ACA Data Loader should only be used after the Asset Criticality Analysis module has been implemented, and you have defined Assets (Equipment and Functional Locations) for your organization.

Mapping

The ACA Data Loader maps the datasheet columns in the Excel workbook to fields in GE Digital APM families. As a minimum, the standard worksheets contain columns that match all fields in standard ACA datasheets.

Mapping exists for all standard family fields, if you have added custom fields to a family, you must ensure that mappings exist for those fields, or data may not be populated as expected following the data load.

If you have a custom risk matrix, you must modify the data load worksheet to reflect the risk categories and risk values appropriate for your risk matrix.

Security Settings

The Security User performing the data load operation must be associated with either the MI Data Loader User or MI Data Loader Admin Security Role, and must also be associated with the MI ACA Administrator Security Group or a Security Role that is associated with this Security Group.

About the ACA Data Loader Data Model

The data for an ACA Analysis is loaded from a single Excel workbook ACA DataLoader(ACA).xlsx containing multiple worksheets. This includes Analysis, System, Asset, Equipment and Risk Assessment data. These elements are highlighted with a red box around the relevant functional areas from the ACA data model extract shown below. Elements shown without a red border are data model elements that will not need to be loaded by the data loader.

Note: Asset Group is created internally and is not loaded by the dataloader.

About the ACA Data Loader General Loading Strategy

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

Note: Before reading this section, refer to the Data Model section.

Prerequisites

  • The sites to which ACA records are to be assigned have been created.

Load Sequence

Note: If you want to set the site reference to be a Global Site Reference, enter the constant ‘*Global*’ in the MI_SITE_NAME column on the spreadsheet.

The ACA data load must be performed in a specific sequence to successfully populate fields, create records and link them to the predecessor and/or successor records:

  1. Create the ACA Analysis.
  2. Create and link one or more ACA Systems to the ACA Analysis through the Asset Criticality Analysis Has System relationship.
  3. Create and link a Risk Assessment to the ACA System through the Has Risk relationship.
  4. Create and link one or more Functional Locations to the ACA System through the Has Functional Location relationship.
  5. Create and link a Risk Assessment to the Functional Location through the Has Risk Relationship.
  6. Create and link one or more Equipment to the ACA System through the Safety Analysis Has Equipment relationship.
  7. Create and link one or more Equipment to the Functional Locations through the Safety Analysis Has Equipment relationship.
  8. Create and link a Risk Assessment to the Equipment through the Has Risk Relationship.

Limitations

  • In the data loader workbook, if the risks in the sheets are empty, the system risks are not inherited by the assets.

  • You can only create a new Analysis, System, and then link functional Locations and equipment. If you want to add any functional Locations and equipment to an existing system using a data loader workbook, all the earlier functional Locations and equipment are removed, and the new functional Locations and equipment are added.

About the ACA Data Loader Workbook Layout and Use

This section provides a high-level overview and explanation of how the data loader workbook is constructed.

In order to import data using the ACA Data Loader, GE Digital APM provides an Excel workbook, ACA DataLoader(ACA).xlsx, which supports baseline Asset Criticality Analysis in GE Digital APM. This workbook must be used to perform the data load. You can modify the Excel template to include custom fields used by your organization.

The master Excel workbook contains one worksheet for each node that will be populated in the data model.

The following table lists the worksheets that are included in the Asset Criticality Analysis (ACA) workbook.

Worksheet

Description

Analysis

This worksheet is used to specify data for import to the Asset Criticality Analysis family.

System

This worksheet is used to specify data for import to the Asset Criticality Analysis System family including system level risk entries.

Asset

This worksheet is used to specify data for linking existing Functional Locations and Equipment to the Asset Criticality Analysis System family including asset level risk entries.

Equipment

This worksheet is used to specify data for linking existing Equipment to existing Functional Locations including equipment-level risk entries.

Each worksheet in the ACA Data Loader Template workbook contains field values that must be mapped to the appropriate GE Digital APM family/field combination. The individual sections in this document specify the source and target fields and relationships required between predecessor and successor.

The list of fields tabulated is not exhaustive. The user can add additional field columns to the worksheets and still perform a successful upload, provided:

  • Column fields are properly mapped within the worksheet
  • Equivalent fields exist in ACA

Analysis Worksheet

On the Analysis worksheet, you will specify the Analysis ID to which you want link the System. The columns that appear on this worksheet also appear on every subsequent worksheet, and are used to identify the records that will be linked, directly or indirectly, to the analysis.

Note: Each row in this worksheet represents a unique analysis. You should not include the same analysis more than once.

Field Caption

Field ID

Data Type (Length)

Comments

Batch ID MI_BATCH_IDCharacter (255)This field is required and can be either a character string or numeric field.

Analysis ID

MI_AN_ANALY_ID_CHR

Character (255)

This field is required and must be unique.

Site Reference NameMI_SITE_NAMECharacter (50)

This field is required and must match an existing Site name.

Note: If you want to set the site reference to be a Global Site Reference, enter the constant ‘*Global*’ in the MI_SITE_NAME column on the spreadsheet.

Analysis Description

MI_AN_SHORT_DESCR_CHR

Character(255)

This field contains a brief description about the Asset Criticality Analysis.

Analysis Owner

MI_ASCRTANL_OWNER_C

Character (255)

The name of the team member who is specified as the Process Owner for the ACA. This field is disabled and populated automatically with the value in the Process Owner field.

Analysis Type

MI_AN_ANALY_TYPE_CHR

Character (255)

This field contains the type of analysis.

System Worksheet

On the System worksheet, you will specify the systems that will be created and linked to analysis. The System ID column on this worksheet also appears on the Asset Worksheet and relates System to the Asset.

Note: Each row in this worksheet represents a unique system. You should not include the same asset more than once to the same analysis.
Note: When you enter N/A in the column for any of the Safety, Environment, Operations or Financial values in the Data Loader, the associated Unmitigated Risk is set as Not Applicable.

Field Caption

Field ID

Data Type (Length)

Comments

Batch IDMI_BATCH_IDCharacter (255)This field is required and can be either a character string or numeric field.

Analysis ID

MI_AN_ANALY_ID_CHR

Character (255)

This field is required and must be unique.

System ID

MI_ASCRTSYS_SYSTEM_ID_C

Character (255)

The System ID must be unique with respect to other systems that belong to the same analysis.

System Description

MI_ASCRTSYS_SYSTEM_DESCR_T

Text

A brief description of the system.

System Equipment Type

MI_ASCRTSYS_SYSTEM_EQ_TYPE_C

Character (255)

A description of the type of equipment that the system contains. You can select a value from the list.

System Process Type

MI_ASCRTSYS_SYSTEM_PROC_TYPE_C

Character (255)

The field describes the type of equipment that the system contains.

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(ENVIRONMENT) Protection Level

ENVIRONMENT|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(ENVIRONMENT) Risk RankENVIRONMENT-RISK_RANKNumeric Must be filled based on the risk matrix of the site

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Maintenance Cost

FINANCIAL|MI_RISK_MAIN_COST_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Probability

FINANCIAL|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Production Loss

FINANCIAL|MI_RISK_PROD_LOSS_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Protection level

FINANCIAL|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Risk RankFINANCIAL-RISK_RANKNumericMust be filled based on the risk matrix of the site.

(OPERATIONS) consequence

OPERATIONS|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(OPERATIONS) Probability

OPERATIONS|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(OPERATIONS) Protection Level

OPERATIONS|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(OPERATIONS) Risk RankOPERATIONS-RISK_RANKNumericMust be filled based on the risk matrix of the site.

(SAFETY) Consequence

SAFETY|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(SAFETY) Probability

SAFETY|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(SAFETY) Protection Level

SAFETY|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(SAFETY) Risk RankSAFETY-RISK_RANKNumericMust be filled based on the risk matrix of the site.
Basis for AssesmentMI_RISKASSE_BASIS_TTextMust be filled based on the risk matrix of the site.

Asset Worksheet

On the Asset worksheet, you will specify Functional Locations or Equipment that will be created and linked to the system. The Asset Id column that appears on this worksheet also appears on the Equipment Worksheet and relates Functional Location to the Equipment.

Note: Each row in this worksheet represents a unique asset. You should not include the same asset more than once.
Note: When you enter N/A in the column for any of the Safety, Environment, Operations or Financial values in the Data Loader, the associated Unmitigated Risk is set as Not Applicable.

Field Caption

Field ID

Data Type (Length)

Comments

Batch IDMI_BATCH_IDCharacter (255)This field is required and can be either a character string or numeric field.

Analysis ID

MI_AN_ANALY_ID_CHR

Character (255)

This field is required and must be unique.

System ID

MI_ASCRTSYS_SYSTEM_ID_C

Character (255)

The System ID must be unique with respect to other systems that belong to the same analysis.

Asset ID

ASSET_ID

Character (255)

This field displays the identification number of a Functional Location or an Equipment.

Asset Family ID

ASSET_FAMILY

Character (255)

Based on the ID, this field is populates either an Equipment or a Functional Location.

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(ENVIRONMENT) Protection Level

ENVIRONMENT|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(ENVIRONMENT) Risk RankENVIRONMENT-RISK_RANKNumericMust be filled based on the risk matrix of the site.

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Maintenance Cost

FINANCIAL|MI_RISK_MAIN_COST_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Probability

FINANCIAL|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Production Loss

FINANCIAL|MI_RISK_PROD_LOSS_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Protection level

FINANCIAL|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Risk RankFINANCIAL-RISK_RANKNumericMust be filled based on the risk matrix of the site.

(OPERATIONS) consequence

OPERATIONS|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(OPERATIONS) Probability

OPERATIONS|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(OPERATIONS) Protection Level

OPERATIONS|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(OPERATIONS) Risk RankOPERATIONS-RISK_RANKNumericMust be filled based on the risk matrix of the site.

(SAFETY) Consequence

SAFETY|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(SAFETY) Probability

SAFETY|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(SAFETY) Protection Level

SAFETY|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(SAFETY) Risk RankSAFETY-RISK_RANKNumericMust be filled based on the risk matrix of the site.
Basis for AssesmentMI_RISKASSE_BASIS_TTextMust be filled based on the risk matrix of the site.

Equipment Worksheet

On the Equipment worksheet, you will specify equipment to which you want to link functional locations.

Note: Each row in this worksheet represents a unique equipment. You should not include the same equipment more than once.
Note: When you enter N/A in the column for any of the Safety, Environment, Operations or Financial values in the Data Loader, the associated Unmitigated Risk is set as Not Applicable.

Field Caption

Field ID

Data Type (Length)

Comments

Batch ID MI_BATCH IDCharacter (255)This field is required and can be either a character string or numeric field.

Analysis ID

MI_AN_ANALY_ID_CHR

Character (255)

This field is required and must be unique.

Functional Location ID

MI_FNCLOC00_FNC_LOC_C

Character (255)

If the Asset is a Functional Location, this field is populated based on the Asset ID.

Equipment ID

MI_EQUIP000_EQUIP_ID_C

Character (255)

ID of the Equipment

(ENVIRONMENT) Consequence

ENVIRONMENT|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(ENVIRONMENT) Probability

ENVIRONMENT|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(ENVIRONMENT) Protection Level

ENVIRONMENT|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(ENVIRONMENT) Risk RankENVIRONMENT-RISK_RANKNumeric Must be filled based on the risk matrix of the site.

(FINANCIAL) Consequence

FINANCIAL|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Maintenance Cost

FINANCIAL|MI_RISK_MAIN_COST_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Probability

FINANCIAL|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Production Loss

FINANCIAL|MI_RISK_PROD_LOSS_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Protection level

FINANCIAL|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(FINANCIAL) Risk RankFINANCIAL-RISK_RANKNumericMust be filled based on the risk matrix of the site.

(OPERATIONS) consequence

OPERATIONS|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(OPERATIONS) Probability

OPERATIONS|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(OPERATIONS) Protection Level

OPERATIONS|MI_PROT_N

Numeric

Must be filled based on the risk matrix of the site.

(OPERATIONS) Risk RankOPERATIONS-RISK_RANKNumericMust be filled based on the risk matrix of the site.

(SAFETY) Consequence

SAFETY|MI_CONSE_N

Numeric

Must be filled based on the risk matrix of the site.

(SAFETY) Probability

SAFETY|MI_PROB_N

Numeric

Must be filled based on the risk matrix of the site.

(SAFETY) Risk RankSAFETY-RISK_RANKNumericMust be filled based on the risk matrix of the site.
Basis for AssessmentMI_RISKASSE_BASIS_TTextMust be filled based on the risk matrix of the site.

About the ACA Data Loader Load Verification

Before you begin

After each spreadsheet is loaded:
  1. Review the data loader log to identify any errors or warnings.
  2. Update the data loader workbook to correct any errors, and then re-import.
  3. Repeat until the import of each record is error free.

    In order to test that data has loaded successfully, use the following steps:

    Note: It is recommended that a query is executed in GE Digital APM on the relevant Family to ensure that records have been created and populated as expected. Imported records should also be checked in Asset Criticality Analysis to ensure that the expected relationships have been created.

Perform end-to-end workflow testing on a sample of loaded data as follows:

Procedure

  1. Log in to GE Digital APM.
  2. On the left navigation menu, select Health, and then select Asset Criticality Analysis.
    The Asset Criticality Analysis Home page appears.
  3. Select the Analysis tab.
    The Analyses section appears, displaying a list of Analyses. The uploaded data should appear in this list.
  4. Select an Analysis ID corresponding to the uploaded data.
    The Analysis Summary page opens at the Overview section.
  5. Check that the summary data appears as expected.
  6. Select the Analysis Definition tab.
  7. Check that the definition fields appear as expected.
  8. Select one System tab on the left pane.
    The System page appears on the Overview section.
  9. Check that the system overview data appears as expected.
  10. Select the System Definition tab.
  11. Check that the system definition fields appear as expected.
  12. Select the Risk tab.
  13. Check that the total risk, riving risk, and individual risk scores appear as expected.
  14. Select the Risk Widget to open the Risk Matrix page.
  15. Check that the Risk Matrix page opens and that individual risk category scores are as expected.
  16. Select the Cancel button to close the Risk Matrix page.
  17. Select one Asset tab in the left hand panel.
    The Asset page opens at the Risk tab.
  18. Check that the total risk, driving risk and individual risk scores appear as expected.
  19. Select the Risk Widget to open the Risk Matrix page.
  20. Check that the Risk Matrix page opens and that individual risk category scores are as expected.
  21. Select the Cancel button to close the Risk Matrix page.
  22. Repeat steps 8 through 21 to check for the uploaded ACA System records.
  23. Repeat steps 3 through 21 to check for the updated ACA records.