Data Loaders

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 Taxonomy Work History
   APM Foundation	Asset Criticality Analysis (ACA Checklist) Asset Criticality Analysis (ACA) Policy Instance Data Loader Risk Matrix
   APM Wind Generation	GAA Wind Asset Hierarchy GAA Wind Events GAA Wind Sub Group Capacity
   Unified Loaders	Unified Asset Ingestion

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 Predix Essentials.

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 Predix Essentials.

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 Predix Essentials
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 Predix Essentials.

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 Taxonomy Work History
   APM Foundation	Asset Criticality Analysis (ACA Checklist) Asset Criticality Analysis (ACA) Policy Instance Data Loader Risk Matrix
   APM Wind Generation	GAA Wind Asset Hierarchy GAA Wind Events GAA Wind Sub Group Capacity
   Unified Loaders	Unified Asset Ingestion

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 Predix Essentials 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 Predix Essentials. 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 Predix Essentials.

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 Predix Essentials, will be filtered.
3. Continue populating the source workbook, and then run the data loader.