Asset ID Configuration

About Calibration Asset Configuration

The Asset ID Configuration feature is used to configure the different asset families that can be used in the Calibration Management module. You can map any of the Equipment, Functional Location, or custom asset family fields as an asset ID, which is used to construct the applied template ID and in the data loader to find the asset. Equipment and Functional Location are configured as part of the baseline product; however, you can add a Calibration Asset Configuration record for the custom asset in the database.

To add a Calibration Asset Configuration record for the custom asset family, follow these steps:

  1. Create a query for an asset family.
  2. Create a Calibration Asset Configuration record.
  3. Include the custom asset details in the applied template ID.
  4. Create a Device Mapping record for automated calibration.

Access a Calibration Asset Configuration Record

Procedure

  1. Access the Calibration Admin Preferences page.
  2. In the pane, select Asset ID Configuration.
    The Asset ID Configuration workspace appears, displaying a list of Calibration Asset Configuration records.
  3. In the Asset Family column, select the link for the asset family that you want to access.
    The datasheet for the selected asset family appears.
    Note: As needed, you can modify the values in the available fields, and then select to save your changes.

Create a Query for an Asset family

About This Task

This topic describes how to create a query to map the fields of a custom asset family with the applied template family fields.
Tip: For more information, refer to the Queries section of the documentation.

Procedure

  1. In the Applications menu, navigate to the TOOLS section, and then select Queries.
    The Query page appears, displaying a list of queries.
  2. In the page, select Create New.
    The Design workspace appears.
  3. In the Select a Family or Query window, in the Families section, in the drop-down list box, select an entity family (for example, Piping Line).
  4. Select Add.
    The Select a Family or Query window closes, and the selected query source appears as a node on the design canvas.
  5. In the page heading, select SQL, and then, in the SQL workspace, enter the SQL code.
  6. In the SQL workspace, select Save.
    The Save As window appears.
  7. In the folder hierarchy, navigate to the Public\Meridium\Modules\Calibration Management\Queries\ folder.
  8. Enter values in the Name and Description box.
    The Caption box is populated automatically with the value that you entered in the Name box, and the Of type box is populated automatically with the catalog item type.
  9. Select Save.
    The query is created.

Example

Example: The Piping Line query is added as follows:
SELECT [Piping Line].ENTY_KEY "MI_TMCA0000_ASSET_KEY_N"
, Calibration_Asset_ID_Query."Asset ID" "MI_TMCA0000_TAG_NAME_C"
, [Piping Line].[ASSET_DESC_CHR] "MI_TMCA0000_TAG_DESCR_C"
, [Piping Line].[ASSET_MANUF_CHR] "MI_TMCA0000_MFR_C"
, [Piping Line].[ASSET_MODL_CHR] "MI_TMCA0000_MOD_NO_C"
, [Piping Line].[ASSET_SER_CHR] "MI_TMCA0000_SN_C"
FROM [Piping Line] 
 JOIN (! 'Public\Meridium\Modules\Calibration Management\Queries\Calibration Asset ID Query' ) Calibration_Asset_ID_Query ON [Piping Line].ENTY_KEY = Calibration_Asset_ID_Query."ENTY_KEY"
WHERE [Piping Line].ENTY_KEY IN ((? :n :id=Asset_Key))

What To Do Next

Include the Custom Asset Details in the Applied Template ID

Before You Begin

About This Task

This topic describes how to add a new asset family to the existing Calibration Asset ID Query located in the Public\Meridium\Modules\Calibration Management\Queries\Calibration Asset ID Query folder. It is used to combine the Equipment, Functional Location, and the custom assets to display the fields in the Linked Asset subsection in the Calibration Profile section.

This query contains the asset families and their fields from the configuration.

Procedure

  1. In the Applications menu, navigate to the TOOLS section, and then select Queries.
    The Query page appears, displaying a list of queries.
  2. In the page, select Browse.
    The Select a query from the catalog window appears.
  3. Navigate to the Public\Meridium\Modules\Calibration Management\Queries\Calibration Asset ID Query folder, and then select Open.
    The Results workspace appears.
  4. In the page heading, select SQL, and then, in the SQL workspace, modify the SQL code.
  5. In the SQL workspace, select Save.
    The custom asset is added to the query.

Example

Example: In the Calibration Asset ID Query, Equipment and Functional Location families are available by default. If you want to create an asset with the Piping Line family, modify the query by adding the highlighted lines of code:
SELECT [MI_EQUIP000].[MI_EQUIP000_EQUIP_TECH_NBR_C] "Asset ID"
, [MI_EQUIP000].[MI_EQUIP000_OBJ_TYP_C] "Type"
, [MI_EQUIP000].ENTY_KEY "ENTY_KEY"
FROM [MI_EQUIP000]
UNION
SELECT [MI_FNCLOC00].[MI_FNCLOC00_FNC_LOC_C] "Asset ID"
, [MI_FNCLOC00].[MI_FNCLOC00_OBJ_TYP_C] "Type"
, [MI_FNCLOC00].ENTY_KEY "ENTY_KEY"
FROM [MI_FNCLOC00]
UNION
SELECT [Piping Line].[ASSET_ID_CHR] "Asset ID"
, [Piping Line].[ASSET_TYPE_CHR] "Type"
, [Piping Line].ENTY_KEY "ENTY_KEY"
FROM [Piping Line]

Similarly, you can add more custom families to the query using the same field names.

What To Do Next

Create a Calibration Asset Configuration Record

Before You Begin

About This Task

This topic describes how to create a Calibration Asset Configuration record.
Note: You cannot create multiple asset configuration records for the same Asset family. You must delete any previously existing Asset Configuration records for an Asset family to create a new record.

Procedure

  1. Access the Calibration Admin Preferences page.
  2. In the pane, select Asset ID Configuration.
    The Asset ID Configuration workspace appears, displaying a list of Calibration Asset Configuration records.
  3. In the workspace, select .
    A blank datasheet of the Asset ID Configuration appears.
  4. As needed, enter values in the available fields.
  5. In the workspace, select .
    The Calibration Asset Configuration record is created.

What To Do Next

Delete a Calibration Asset Configuration Record

About This Task

You cannot create multiple Calibration Asset Configuration records for the same asset family. You must delete any existing Calibration Asset Configuration records for an Asset family to create a new record.

Procedure

  1. Access the Calibration Admin Preferences page.
  2. In the pane, select Asset ID Configuration.
    The Asset ID Configuration workspace appears, displaying a list of available Calibration Asset Configuration records.
  3. Next to each Calibration Asset Configuration record that you want to delete, select the check box.
    In the workspace, the button is enabled.
  4. Select .
    The Delete Asset Configuration dialog box appears, asking you to confirm that you want to delete the selected Calibration Asset Configuration record.
  5. Select Yes.
    The selected Calibration Asset Configuration record is deleted.