Overview

About the APM Connect Data Loaders

The APM Connect Data Loaders allow you to import records from external sources into Predix Essentials.

Foundation Data Loaders

  • Foundation Taxonomy Data Loader: This loader creates, or updates Taxonomy Categories, Classes, and Types based on the data in the Excel source.
  • Unified Asset Ingestion Data Loader: This loader imports equipment and functional location data. The loader also create the relationships between the equipment or functional location records to parent equipment and functional location records.
  • Foundation Work History Data Loader: This loader creates the necessary work history and work history detail records and links them to the corresponding equipment or functional location as defined in the Excel workbook.

Predix Essentials Rules and the Data Loaders

When loading data into Predix Essentials, it is important to understand how Predix Essentials treats data, and the subsequent impact on data loads.

Predix Essentials creates records based on the rules for that family. Therefore, the data that is loaded into Predix Essentials via the Data Loaders are also subject to the same rules. This could result in blank Equipment records with no data if the rules for the family do not require data. Similarly, there is no restriction on key fields having to contain a value other than what is required by the rules.

For example, the baseline Equipment family does not have any fields that are marked as required in the rules, so when using the data loaders, equipment records are created even with only one field populated in the worksheet. If you only populated Maintenance Plant on the APM data loader spreadsheet, then an equipment records would be created with only maintenance plant and no other identifying information.

General Data Import Workflow

The APM Connect Data Loaders provide users with the ability to import data from external sources into the various Predix Essentials modules. All data loaders share common capabilities and architecture. Each one uses an Excel worksheet as the source of data to be loaded into Predix Essentials, and each contains the intelligence to load the specific data model for which it was intended.

Tip: Select a shape with blue text for details about the step in the workflow. For more information, refer to the topic Interpreting the Workflow Diagrams.


Enter Data on Template

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Identify the type of data to load, navigate to Tools > Data Loader, download the spreadsheet template, and make it available for editing.

Use the correct template and mapping document to layout the data import, and then populate the spreadsheet with records that you want to load based on the rules detailed in the mapping document .

Cleanse Data / Correct Errors

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After populating the spreadsheet, use Excel tools to detect and correct (or remove) incomplete, corrupt, or inaccurate records from the worksheet.

Import Data

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Using the Data Import feature, accessed via the Tools menu in Predix Essentials, import the data into Predix Essentials.

View Log

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Review the log file that is available through the record explorer, or, if the user has access, in the APM Connect Administration Center.

Confirm Data Load

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By searching record manager or creating a query of families loaded, validate that data is loaded successfully. Ideally, run the test validation query as indicated in the mapping document.

Manually Correct Template

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After running the data load, if the status shows errors, review the error log to identify the root cause, and then make any needed changes to the spreadsheet and retry.