Unified Asset Ingestion Data Loader

About the Unified Asset Ingestion Data Loader

The Unified Asset Ingestion data loader allows a user to import data from an Excel workbook to populate Predix Essentials with equipment and functional location data.

Important:
  • In Predix Essentials, you should use this data loader to load equipment and functional location data into the database.
  • The Unified Asset Ingestion data loader should not be used for:
    • File sizes greater than 10 MB in a single load.
    • Greater than 10,000 records in a single load.

More Details

Predix Essentials contains two underlying databases with different structures: the Predix database and the Meridium database. When data is loaded into Predix Essentials using the Unified Asset Ingestion Data Loader, the data is populated in both databases. This creates is a single point of ingestion through APM Connect as shown in the following image.

About Unified Asset Ingestion Data Loader Data Model

This topic describes the data models used by the Unified Asset Ingestion Data Loader.

About the Predix Essentials Equipment and Functional Location Data Model

The data for Equipment and Functional Location is loaded from a single Excel workbook containing multiple worksheets. This includes Functional Location and Equipment.

The Functional Location can be linked to a parent Functional Location using the relationship Functional Location Has Functional Location(s).

About the Predix Asset Data Model

Predix uses four ccomClass to create the Asset Hierarchy Enterprise, Site, Segment, and Asset.

  • Enterprise
  • Site
  • Segment
  • Asset

The following image is an example Asset Hierarchy in Predix.

Predix Classifications, Instances, and Connections

Predix uses the following elements to facilitate the creation of the hierarchy:

  • Classifications: Defines the hierarchical levels of the asset model.
  • Instance: Relates to node or actual Instances (levels in the hierarchy tree) with classification and ccomClass.
  • Connections: Defines parent-child relationships among nodes.
Classifications are created from the ccomClass and Instances are derived from the Classifications and also associated to ccomClass as shown in the following image:

How Predix Records Correspond to Predix Essentials Records

Predix recordCorresponding Predix Essentials RecordComments
Enterprise recordThere is no Meridium equivalent.Enterprise records will not be loaded in to the Meridium database and will not appear in the Meridium Asset Hierarchy. There is no Meridium equivalent.
Site recordSite recordWhile these values match, how Sites are defined, configured, and used are different.

In Meridium, the Sites are used as filtering mechanisms; they are foreign keys in various records within the Meridium database. Meridium Sites are part of the user configuration to allow access by a user and are defined, and managed, by an administrator role. The site must exist in the Meridium database before running the data loader that creates the Predix Site object.

In Predix, the Sites are defined in a JSON file.

For the Unified Asset Ingestion data loader, these must be consistent.

Segment recordFunctional Location recordPredix Segments are the equivalent to Meridium Functional Locations. The data loader job builds the correct heierarchy in both databases using the FuncLocsToSuperiorFuncLocs records. Because there is no relationship object between Site and Functional Location in the Meridium database, this relationship must be manually defined in the Predix database.

The Connections tab in the worksheet relates the highest-level Functional Location record to the correct Site record to define a consistent hierarchy in both databases.

Asset recordEquipment recordIf the connections are set correctly for the asset hierarchy, the asset records in Predix will be populated with identical information as the equipment family records in the Meridium database.

Although the data model differs between the Meridium and Predix databases, the Unique ID value will be identical in both databases and that value is use to insure that the functionality works consistently.

Note: Predix connections are equivalent to Predix Essentials relationships.

About the Unified Asset Ingestion Workbook Layout and Use

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

To import data using the Unified Asset Ingestion data loader, Predix Essentials provides an Excel workbook, Unified Asset Ingestion.xml, which supports baseline data loading of equipment and functional locations in Predix Essentials.

Access the workbook by selecting Dataloader Templates > Unified Loaders > Unified Asset Ingestion.

The following table lists the worksheets that are included in the Unified Asset Ingestion data loader workbook.

Important: To prevent load failures:
  • Worksheets in the workbook not being used may be left blank, but should not be deleted from the workbook.
  • Do not delete columns or rename fields in the worksheets.
  • Limit the workbook size for any data load to 10,000 entries.
  • Limit the workbook size for any data load to 10 MB.
WorksheetDescription
ConfigurationThe Configuration worksheet is needed to describe the type of data that you will be loading and how that data should be handled during the data load. It also sets the rules of the data loading with regards to the inserts, updates, deletes, key fields, locating existing records, etc.
EquipmentThis worksheet is used to specify data for import to the Equipment family. It also generates the corresponding asset nodes in the Predix database.
FunctionalLocationsThis worksheet is used to specify data for import to the Functional Location family. It also generates the corresponding segment nodes in the Predix database.
FuncLocsToSuperiorFuncLocsThis worksheet is used to link Functional Locations to Superior Functional Locations. It will also generate connections in the Predix database.
EquipmentToSuperiorEquipment This worksheet is used to link Equipment to Superior Equipment records. It will also generate connections in the Predix database.
FuncLocsToEquipmentThis worksheet is used to link Functional Location records to Equipment records. It will generate connections in the Predix database.
Predix Database Worksheets
WorksheetDescription
EnterpriseThis worksheet is used to define the Enterprise classifications in the Meridium and Predix databases.
SiteThis worksheet is used to define the Site classifications in the Meridium and Predix databases.
TaxonomyThis worksheet is used to define the classifications of the Assets and Segments in the Predix database.
Important: Use the Taxonomy data loader to load the taxonomy into the database. Do not change the values on this worksheet.
ConnectionsThis worksheet is used to define the hierarchy or connections for the Predix database for Enterprise, Site, and top-level Segment.

Create connections for these hierarchies:

  • Enterprise to Enterprise
  • Site to Enterprise
  • Site to Site
  • Top-level Segment (Functional Location in the Meridium database) to Site

Configuration Worksheet

The Configuration worksheet tells the Data Loader what types of data are being loaded and how the data is to be loaded. The following table outlines the options that are valid or the values that are expected in each of the columns on the Configuration worksheet.

Field CaptionField IDData Type (Length)Comments
Load Data From WorksheetLOAD_DATA_WORKSHEET

Boolean

Identifies if data from the corresponding worksheet identified in the Data Worksheet ID column will be loaded into the Meridium database or not.

  • True: The corresponding worksheet will be processed.
  • False: The corresponding worksheet will not be processed.
Important: Because the Enterprise, Site, and Connection worksheets are specific to the Predix database, This value must be False for these worksheets to prevent loading the Meridium database with the data from these worksheets.
Data Worksheet ID DATA_WORKSHEET_ID Character This column contains the name of the <data> worksheet where the actual data is located. It needs to have the same name as the <data> worksheet in the data loader workbook.
Batch SizeBATCH_SIZECharacter
Important: This field determines the batch size for records added to the Meridium database. Records added to the Predix database are loaded in a single batch regardless of the value you specify in this column.

Modifying this field is required to determine the number of records processed in each batch. Enter the batch size you want, and the Data Loader will process that many records per batch.

Note: The recommended batch size is 100. If the Batch Size column is removed from the source workbook, the data loader will default to a batch size of 100.

In addition to processing the data in batches, the log file reports progress by batch.

Primary Family IDPRIMARY_FAMILY_ID Character

Depending on the type of data that you are working with, this will contain the Relationship Family ID or the Entity Family ID. You can also allow the data in source file to determine the Family ID by encapsulating the Field ID that contains the Family ID data in brackets (<>).

For example, if, in the <data> worksheet, there is a column with the ID PRIMARY_FAMILY_ID, where each row contains the corresponding Family ID, you should enter the value <PRIMARY_FAMILY_ID> in this column.

If the Family ID in the Predix Essentials metadata contains spaces, you must specify this value in <>.

Primary Family Key FieldsPRIMARY_FAMILY_KEY_FIELDS Character

This column contains the Field IDs associated with the Primary Family that are used to uniquely identify a record. If more than one field is to be used, each Field ID needs to be separated by a | (pipe) character. If you are loading data into a relationship and no keys fields exist or are used, use the <none> constant.

If the Primary Action is ACTION_INSERTONLY, no key fields need to be specified, so you can use the <none> constant.

Family TypeFAMILY_TYPE Character The value is this column should be Entity or Relationship depending on the type of data that is being loaded.
Predecessor Family IDPRED_FAMILY_ID CharacterWhen the Family Type is Relationship, this column will contain the value of the Entity Family ID that is the predecessor in the relationship. Otherwise, it should contain the <none> constant. You can also use the data in each of the rows to determine the Predecessor Family ID.
Predecessor Family Key FieldsPRED_FAMILY_KEY_FIELDS Character

This column contains the Field ID or IDs associated with the Predecessor Family that are used to uniquely identify the predecessor record. If more than one field is to be used, each Field ID needs to be separated by a | (pipe) character.

If the Predecessor Action is ACTION_INSERTONLY, no key fields need to be specified, so you can use the <none> constant.

Successor Family IDSUCC_FAMILY_ID CharacterWhen the Family Type is Relationship, this column will contain the value of the Entity Family ID that is the successor in the relationship. Otherwise, it should contain the <none> constant. You can also use the data in each of the rows to determine the Successor Family ID.
Successor Family Key FieldsSUCC_FAMILY_KEY_FIELDS Character

This column contains the Field ID or IDs associated with the Successor Family that are used to uniquely identify the successor record. If more than one field is to be used, each Field ID needs to be separated by a | (pipe) character.

If the Successor Action is ACTION_INSERTONLY, no key fields need to be specified, so you can use the <none> constant.

Primary ActionPRIMARY_ACTION Character

The value in this column will determine the action that will be applied to the Primary Family records. If the Family Type is Entity, the possible values are:

  • ACTION_INSERTONLY
  • ACTION_INSERTUPDATE
  • ACTION_UPDATEONLY
  • ACTION_DELETE
  • ACTION_PURGE

Deleting a record and purging a record will both delete the current record, the difference being that the purge action will delete the record and all the links or relationships tied to that record. The delete action will simply attempt to delete the record, and if it is related to another record, the delete will fail.

If the family type is Relationship, the possible values are:

  • ACTION_INSERTONLY
  • ACTION_INSERTUPDATE
  • ACTION_UPDATEONLY
  • ACTION_DELETE
Predecessor ActionPRED_ACTION Character

The value in this column will determine the action that will be applied to the Predecessor Family records. The possible values are:

  • ACTION_INSERTONLY
  • ACTION_INSERTUPDATE
  • ACTION_UPDATEONLY
  • ACTION_DELETE
  • ACTION_PURGE
  • ACTION_LOCATE

If the family type is Entity, the value needs to be:

  • ACTION_NONE
Successor ActionSUCC_ACTION Character

The value in this column will determine the action that will be applied to the Successor Family records. The possible values are:

  • ACTION_INSERTONLY
  • ACTION_INSERTUPDATE
  • ACTION_UPDATEONLY
  • ACTION_DELETE
  • ACTION_PURGE
  • ACTION_LOCATE

If the family type is Entity, the value needs to be:

  • ACTION_NONE
Insert with Null Values?OPTION_INSERT_ON_NULL Boolean When setting field values on a new record, if a value coming across is NULL, the field values will be set to NULL if this option is set to True.
Update with Null Values?OPTION_UPDATE_ON_NULL BooleanWhen setting field values on an existing record, if a value coming across is NULL, the field values will be set to NULL if this option is set to True.
Replace an Existing Link?OPTION_REPLACE_EXISTING_LINK Boolean

The Replace Existing Relationship option is used to determine how a relationship is to be maintained by its cardinality definition.

For example, the relationship Location Contains Asset is defined in the Configuration Manager. It has a cardinality defined as Zero or One to Zero or One, has a Location LP-2300, and contains the Asset P-2300. If, in the data load, you assign the Asset P-5000 to be contained in the Location LP-2300, and you have set the Replace Existing Link property to True, the data loader will link P-5000 to LP-2300 and unlink P-2300 from LP-2300. This assumes that P-5000 is not currently linked to another location. The same is true for a relationship that is defined as Zero or One to Zero or Many, or Zero or Many to Zero or One.

Allow Change of Family?OPTION_ALLOW_CHANGE_OF_FAMILY Boolean

Allows the data loader to move an entity from one family to another.

For example, this would allow an entity that is currently assigned to the Centrifugal Pump family to be moved to the Reciprocating Pump family.

All relationships will be maintained as long as the family to which the entity is being moved allows the same relationships.

Note: Because of the extra processing required, by selecting this option, the interface performance will decrease.
Tip:

Ensure that you define the taxonomy information correctly so your asset matches the taxonomy of your Meridium database. That is, the Object Type field is populated with an Equipment Type defined in the Taxonomy Mapping family. Consider this taxonomy mapping loaded from the Asset Answers/SmartSignal standard taxonomy:

Object Type (Taxonomy Mapping Value)
MI_EQUIP000_OBJ_TYP_C
Centrifugal Pump
Gas Turbine

The MI_EQUIP000_OBJ_TYP_C value Gas Turbine corresponds to the Centrifugal Pump Object Type (Taxonomy Mapping Value) in the standard taxonomy.

You can also add new taxonomies using the Taxonomy data loader.

Equipment Worksheet

On the Equipment worksheet, you will specify Equipment that are assets in the Predix database.

Notes:
  • Each row in this worksheet represents a unique asset. You should not include the same asset more than once.
  • In the Predix database, Field Captions are added as custom attributes associated with the asset.
Field CaptionField Column NameData Type (Length)Comment
Maintenance PlantMI_EQUIP000_MAINT_PLANT_CCharacter (50)This field is required, and is used to group or batch the Equipment records.
CMMS SystemMI_EQUIP000_SAP_SYSTEM_CCharacter (255)

This is a key field.

Equipment IDMI_EQUIP000_EQUIP_ID_CCharacter (225)

This is a key field.

This is the Equipment ID in the Meridium database.

Unique IDMI_EQUIP000_UNIQUE_ID_CCharacter (550)This field uniquely identifies the equipment using the recommended format <CMMS System> - <Equipment ID>. This value is used to correlate the data in both the Meridium and Predix databases. If you use your own format, the ID must be unique for each item defined.
Site Reference NameMI_SITE_NAMECharacter (255)
Important: Site Reference records must preexist in Predix Essentials. The data loader does not create Site Reference records, but simply provides foreign key data in the asset records as determined in the source workbook. If the site reference record does not already exist, you will receive an error.

Enter the SITE_NAME value from the Site Worksheet to designate which site by which the Equipment record, once loaded into Predix Essentials, will be filtered.

Note: Only super users are permitted to update Site Reference records.
Equipment Short DescriptionMI_EQUIP000_EQUIP_SHRT_DESC_CCharacter (255)None
Equipment Long DescriptionMI_EQUIP000_EQUIP_LNG_DESC_TTextNone
Functional LocationMI_EQUIP000_FNC_LOC_C Character (50)None
Functional Location DescriptionMI_EQUIP000_FNC_LOC_DESC_C Character (255)None
ManufacturerMI_EQUIP000_MFR_CCharacter (255)None
Model NumberMI_EQUIP000_MOD_NO_CCharacter (255)None
Part NumberMI_EQUIP000_PRT_NO_C Character (50)None
Equipment Serial NumberMI_EQUIP000_SN_CCharacter (255)None
Equipment VendorMI_EQUIP000_EQUIP_VNDR_C Character (50)None
ClassMI_EQUIP000_SAP_CLASS_C Character (50)None
Class Description MI_EQUIP000_SAP_CLASS_DESC_C Character (255)None
Size/Dimension MI_EQUIP000_SZ_C Character (50)None
System Status MI_EQUIP000_SYS_ST_C Character (255)None
Technical Drawing Number MI_EQUIP000_TECH_DRW_NO_C Character (50)None
Planner Group MI_EQUIP000_PLANG_GRP_C Character (50)None
Planner Group Description MI_EQUIP000_PLANG_GRP_DESC_C Character (255)None
Planning Plant MI_EQUIP000_PLNNG_PLNT_C Character (50)None
Planning Plant Description MI_EQUIP000_PLNNG_PLNT_DESC_C Character (255)None
Purchase Date MI_EQUIP000_PRCH_D DateNone
Purchase Order Number MI_EQUIP000_PO_NO_C Character (50)None
Object Type MI_EQUIP000_OBJ_TYP_C Character (50)This field can associate the Equipment with the corresponding Taxonomy classification. This field is not currently used; in the current release, only the default classification of Assets is provided.
Object Type Description MI_EQUIP000_OBJ_TYP_DESC_C Character (255)None
Catalog Profile MI_EQUIP000_CAT_PROF_C Character (50)None
Inventory Number MI_EQUIP000_INV_NO_C Character (50)None
Main Work Center MI_EQUIP000_MAIN_WRK_CNR_C Character (50)None
Main Work Center Description MI_EQUIP000_MAIN_WRK_CN_DESC_C Character (255)None
Valid From Date MI_EQUIP000_VLD_FRM_DAT_D DateNone
Warranty Expiration Date MI_EQUIP000_WRNTY_EXPR_D DateNone
WBS Element MI_EQUIP000_WBS_ELMNT_C Character (50)None
Year Constructed MI_EQUIP000_YR_CONSTRD_N NumericNone
Catalog Profile Description MI_EQUIP000_CAT_PROF_DESC_C Character (255)None
Construction Type MI_EQUIP000_CONSTN_TYP_C Character (50)None
Construction Type Description MI_EQUIP000_CONSTN_TYP_DESC_C Character (255)None
Criticality Indicator MI_EQUIP000_CRITI_IND_C Character (50)None
Criticality Indicator Description MI_EQUIP000_CRITI_IND_DESC_C Character (255)None
CMMS Last Changed Date MI_EQUIP000_CHANGE_DATE_D DateNone
CMMS Creation Date MI_EQUIP000_CREATE_DATE_D DateNone
Equipment Technical Number MI_EQUIP000_EQUIP_TECH_NBR_C Character (255)None
Category MI_EQUIP000_SAP_CATEG_C Character (50)None
Category Description MI_EQUIP000_SAP_CATEG_DESC_C Character (255)None
Maintenance Plant Description MI_EQUIP000_MAINT_PLANT_DESC_C Character (255)None
Sort Field MI_EQUIP000_SORT_FIELD_C Character (50)None
Plant Section MI_EQUIP000_PLANT_SECTION_C Character (50)None
Person Responsible for Plant Section MI_EQUIP000_PLANT_SECT_DESC_C Character (255)None
Cost Center MI_EQUIP000_CST_CNR_C Character (50)None
Cost Center Description MI_EQUIP000_CST_CNR_D_C Character (255)None

FunctionalLocations Worksheet

On the Functional Location worksheet, you will specify information for functional locations that are Segments in the Predix database.

Notes:
  • Each row in this worksheet represents a unique functional location. You should not include the same functional location more than once.
  • The highest level (root) functional location must correspond to the Segment in Predix that is assigned to the appropriate site in the Connections worksheet.
Field CaptionField IDData Type (Length)Comments
Functional Location Internal IDMI_FNCLOC00_INTERNAL_ID_CCharacter (30)This value is the ID assigned by Predix Essentials to the functional location.

This is a key field.

Maintenance PlantMI_FNCLOC00_MAINT_PLNT_CCharacter (50)This value identifies the plant responsible for maintenance. This field is not required to contain a value, but entering a value is recommended as it could be useful for searches or data analysis.
CMMS SystemMI_FNCLOC00_SAP_SYSTEM_CCharacter (255)This value identifies the EAM system from which the data originated and is used by the data loader as part of a unique ID. This field is not required to contain a value, but entering a value is recommended as it could be useful for searches or data analysis.

This is a key field.

Functional LocationMI_FNCLOC00_FNC_LOC_CCharacter (50)This value is the functional location as defined by the EAM.
Unique IDMI_FNCLOC00_UNIQUE_ID_C Character (550)This field uniquely identifies the functional location using the format <CMMS System> - <Functional Location ID>.
Site Reference NameMI_SITE_NAMECharacter (255)
Important: Site Reference records must preexist in Predix Essentials. The data loader does not create Site Reference records, but simply provides foreign key data in the asset records as determined in the source workbook. If the site reference record does not already exist, you will receive an error.

Enter the value of the name field in the Sites record to designate the site by which the Functional Location record, once loaded into Predix Essentials, will be filtered.

Note: Only Super Users are permitted to update Site Reference records.
Functional Location DescriptionMI_FNCLOC00_FNC_LOC_DESC_CCharacter (255)None
Functional Location Long DescriptionMI_FNCLOC00_FNC_LOC_LNG_DESC_CTextNone
Business Area MI_FNCLOC00_BUS_AREA_C Character (50)None
Business Area Description MI_FNCLOC00_BUS_AREA_D_C Character (255)None
Catalog Profile MI_FNCLOC00_CAT_PROF_C Character (50)None
Catalog Profile Description MI_FNCLOC00_CAT_PROF_D_C Character (255)None
Category MI_FNCLOC00_CATEG_C Character (50)None
Category Description MI_FNCLOC00_CATEG_D_C Character (255)None
CO Area MI_FNCLOC00_CO_AREA_C Character (50)None
CO Area Description MI_FNCLOC00_CO_AREA_D_C Character (255)None
Company Code MI_FNCLOC00_CO_CD_C Character (50)None
Company Code Description MI_FNCLOC00_CO_CD_D_C Character (255)None
Construction Type MI_FNCLOC00_CONST_TYP_C Character (50)None
Construction Type Description MI_FNCLOC00_CONST_TYP_DESC_C Character (255)None
Cost Center MI_FNCLOC00_CST_CNR_C Character (50)None
Cost Center Description MI_FNCLOC00_CST_CNR_D_C Character (255)None
Criticality Indicator MI_FNCLOC00_CRTCAL_IND_C Character (50)None
Criticality Indicator Description MI_FNCLOC00_CRTCAL_IND_D_C Character (255)None
Installation Allowed MI_FNCLOC00_INSTLD_ALWBL_C Character (50)None
Location MI_FNCLOC00_LOCAT_C Character (50)None
Location Description MI_FNCLOC00_LOCAT_DESC_C Character (255)None
Maintenance Plant Description MI_FNCLOC00_MAINT_PLNT_D_C Character (255)None
Object TypeMI_FNCLOC00_OBJ_TYP_CCharacter (50)This field can associate the functional location to the corresponding Taxonomy classification. This field is not currently used; in the current release, only the default classification of Assets is provided.
Object Type Description MI_FNCLOC00_OBJ_TYP_DESC_C Character (255)None
Planning Plant MI_FNCLOC00_PLNNG_PLNT_C Character (50)None
Planning Plant Description MI_FNCLOC00_PLNNG_PLNT_D_C Character (255)None
Plant Section MI_FNCLOC00_PLNT_SECT_C Character (50)None
Plant Section Description MI_FNCLOC00_PLNT_SECT_D_C Character (255)None
Room MI_FNCLOC00_ROOM_C Character (50)None
Sort Field MI_FNCLOC00_SORT_FLD_C Character (50)None
Structure Indicator MI_FNCLOC00_STRUC_INDIC_C Character (50)None
Work CenterMI_FNCLOC00_WRK_CNTR_C Character (50)None
System StatusMI_FNCLOC00_SYS_STATUS_CCharacter (255)None
Work Center Description MI_FNCLOC00_WRK_CNTR_DESC_C Character (255)None
CMMS Last Changed Date MI_FNCLOC00_CHANGE_DATE_D DateNone
CMMS Creation Date MI_FNCLOC00_CREATE_DATE_D DateNone
Planner Group MI_FNCLOC00_PLANNER_GROUP_C Character (50)None
Planner Group Description MI_FNCLOC00_PLANNER_GRP_DESC_C Character (255)None
Class MI_FNCLOC00_SAP_CLASS_C Character (50)None
Class Description MI_FNCLOC00_SAP_CLASS_DESC_C Character (255)None
Superior Functional Location MI_FNCLOC00_SUPR_FNC_LOC_C Character (50)None

FuncLocsToSuperiorFuncLocs Worksheet

On the Functional Location to Superior Locations worksheet, you specify the hierarchy between a Functional Location and its Superior Functional Location. This generates the relationships between the entities in the Meridium database and Connections in the Predix database.

The key values to assure the uniqueness of the functional locations include the CMMS System, Functional Location, Maintenance Plant, Predecessor and Successor Family, and Predecessor and Successor Functional Location Unique ID.

Field CaptionField IDData Type (Length)Comments
Functional Location Internal ID<PRED_FAMILY_ID>|MI_FNCLOC00_INTERNAL_ID_C Character (30)In some workflows, this is used as the primary key for the functional location. If there is only one functional location, the value of this field can match the value of Functional Location.
CMMS System<PRED_FAMILY_ID>|MI_FNCLOC00_SAP_SYSTEM_CCharacter (255)This value identifies the parent family and EAM system as defined in Predix Essentials.

This is a key field.

Functional Location <PRED_FAMILY_ID>|MI_FNCLOC00_FNC_LOC_C Character (50)This value identifies the Predix Essentials parent family and functional location as defined in Predix Essentials.
Predecessor Functional Location Unique ID<PRED_FAMILY_ID>|MI_FNCLOC00_UNIQUE_ID_C Character (550)This field uniquely identifies the functional location using the format <CMMS System> - <Functional Location ID>.
Maintenance Plant <PRED_FAMILY_ID>|MI_FNCLOC00_MAINT_PLNT_C Character (50)This value identifies the parent family and responsible maintenance plant as defined in Predix Essentials.
Predecessor Family IDPRED_FAMILY_IDCharacter (255)This value identifies the parent family ID as assigned by Predix Essentials.
Functional Location Internal ID <SUCC_FAMILY_ID>|MI_FNCLOC00_INTERNAL_ID_C Character (30)This value identifies the child family and functional location as defined in Predix Essentials.
CMMS System<SUCC_FAMILY_ID>|MI_FNCLOC00_SAP_SYSTEM_C Character (255)This value identifies the child family and EAM system as defined in Predix Essentials.
Functional Location<SUCC_FAMILY_ID>|MI_FNCLOC00_FNC_LOC_C Character (50)This value identifies the child family and functional location as defined in Predix Essentials.
Successor Functional Location Unique ID<SUCC_FAMILY_ID>|MI_FNCLOC00_UNIQUE_ID_C Character (550)This field uniquely identifies the functional location using the format <CMMS System> - <Functional Location ID>.
Maintenance Plant <SUCC_FAMILY_ID>|MI_FNCLOC00_MAINT_PLNT_C Character (50)This value identifies the plant responsible for maintenance. This field is not required to contain a value, but entering a value is recommended as it could be useful for searches or data analysis.
Successor Family IDSUCC_FAMILY_IDCharacter (255)This value identifies the child family ID as defined in the EAM system.

This is a key field.

EquipmentToSuperiorEquipment Worksheet

On the EquipmentToSuperiorEquipment worksheet, you specify the hierarchy between an Equipment and its Superior Equipment. This generates the relationships between the entities in the database.

Field CaptionField IDData Type (Length)Comments
Maintenance Plant<PRED_FAMILY_ID>|MI_EQUIP000_MAINT_PLANT_C Character (50)This value identifies the plant responsible for maintenance. This field is not required to contain a value, but entering a value is recommended as it could be useful for searches or data analysis.
CMMS System<PRED_FAMILY_ID>|MI_EQUIP000_SAP_SYSTEM_C Character (255)This value identifies the parent family and EAM system as defined in Predix Essentials.
Equipment ID <PRED_FAMILY_ID>|MI_EQUIP000_EQUIP_ID_C Character (255)This value identifies the parent family and equipment ID as defined in Predix Essentials.
Predecessor Equipment Unique ID<PRED_FAMILY_ID>|MI_EQUIP000_UNIQUE_ID_C Character (550)This field uniquely identifies the equipment using the format <CMMS System> - <Equipment ID>.
Predecessor Family ID PRED_FAMILY_ID Character (255)This value identifies the parent family as defined in Predix Essentials.
CMMS System <SUCC_FAMILY_ID>|MI_EQUIP000_SAP_SYSTEM_C Character (255)This value identifies the child family and EAM system as defined in Predix Essentials.
Equipment ID <SUCC_FAMILY_ID>|MI_EQUIP000_EQUIP_ID_C Character (255)This value identifies the child family and equipment ID as defined in Predix Essentials.
Successor Equipment Unique ID<SUCC_FAMILY_ID>|MI_EQUIP000_UNIQUE_ID_C Character (550)This field uniquely identifies the equipment using the format <CMMS System> - <Equipment ID>.
Successor Family ID SUCC_FAMILY_ID Character (255)This value identifies the child family as defined in Predix Essentials.

This is a key field.

The value of this field has the format YYYY-MO-DDTHH:MN:SS.ttt+OOOO, where:
  • YYYY is the 4-digit year.
  • MO is the 2-digit month.
  • DD is the 2-digit day.
  • HH is the 2-digit hour in 24-hour time.
  • MN is the 2-digit minute.
  • SS is the 2-digit second.
  • ttt is the 3 digit thousandths of a second.
  • OOOO is the 4-digit offset from UTC.

The Configuration worksheet is needed to describe the type of data that you will be loading and how that data should be handled during the data load.

Field CaptionField IDData Type (Length)Comments
Load Data From WorksheetLOAD_DATA_WORKSHEET

Boolean

Identifies if data from the corresponding worksheet identified in the Data Worksheet ID column will be loaded or not.

  • True: the corresponding worksheet will be processed.
  • False: The corresponding worksheet will not be loaded into the Meridium database.
Important: Always set the Enterprise, Site, Taxonomy, and Connections worksheets to false.

Data Worksheet ID

DATA_WORKSHEET_ID

Character

This column contains the name of the <data> worksheet where the actual data is located. It needs to have the same name as the <data> worksheet in the data loader workbook.

Batch SizeBATCH_SIZECharacter

Modifying this field is required to determine the number of records processed in each batch. Enter the batch size you want, and the Data Loader will process that many records per batch.

For example, if you want to use a batch size of 100, enter 100, and the data loader will process 100 records per batch.

Note: The recommended batch size is 100. If the Batch Size column is removed from the source workbook, the data loader will default to a batch size of 100.

In addition to processing the data in batches, the log file reports progress by batch.

FuncLocsToEquipment Worksheet

On the FuncLocsToEquipment worksheet, you specify the hierarchy between a Functional Location and its associated Equipment. This generates the relationships between the entities in the Meridium database and Connections in the Predix database.

Field CaptionField IDData Type (Length)Comments
Functional Location Maintenance Plant MI_FNCLOC00|MI_FNCLOC00_MAINT_PLNT_C Character (50)This value identifies the plant responsible for maintenance. This field is not required to contain a value, but entering a value is recommended as it could be useful for searches or data analysis.
Functional Location Internal ID MI_FNCLOC00|MI_FNCLOC00_INTERNAL_ID_C Character (30)This value identifies the functional location ID as defined in the EAM system.

This is a key field.

Functional Location CMMS System MI_FNCLOC00|MI_FNCLOC00_SAP_SYSTEM_C Character (255)This value identifies the functional location and EAM system as defined in Predix Essentials.
Functional Location MI_FNCLOC00|MI_FNCLOC00_FNC_LOC_C Character (50)This value identifies functional location as defined in EAM system.
Functional Location Unique IDMI_FNCLOC00|MI_FNCLOC00_UNIQUE_ID_C Character (550)This field uniquely identifies the functional location using the format <CMMS System> - <Functional Location ID>.
Equipment Maintenance Plant MI_EQUIP000|MI_EQUIP000_MAINT_PLANT_C Character (50)This value identifies the responsible maintenance plant and equipment as defined in Predix Essentials.
Equipment CMMS System MI_EQUIP000|MI_EQUIP000_SAP_SYSTEM_C Character (255)This value identifies the equipment and EAM system as defined in Predix Essentials.
Equipment ID MI_EQUIP000|MI_EQUIP000_EQUIP_ID_C Character (225)This value identifies the equipment as defined in the EAM system.

This is a key field.

Equipment Unique IDMI_EQUIP000|MI_EQUIP000_UNIQUE_ID_C Character (550)This field uniquely identifies the equipment using the format <CMMS System> - <Equipment ID>.

Enterprise Worksheet

This worksheet is used specifically to create the Enterprise type Classification and associated Instances in the Predix database. This is a prerequisite to generating the asset hierarchy.

Field CaptionField IDData Type (Length)Comments
TypeENTERPRISE_TYPECharacter (50)Value can be either:
  • Classification: generates a Classification node.
  • Instance: generates an Instance node.
IDENTERPRISE_IDCharacter (30)ID of the classification or instance node.
NameENTERPRISE_NAMECharacter (255)Name of the classification or instance node.
DescriptionENTERPRISE_DESCCharacter (255)Description of either the classification or instance node.
ClassificationENTERPRISE_CLASSIFICATIONCharacter (30)If the Type value is Classification, this field should be left blank.
ccomClassENTERPRISE_CCOMCLASSCharacter (255)The value should be set to:
  • ENTERPRISE_TYPE if the Type value is Classification.
  • ENTERPRISE if the Type value is Instance.
customer_addressENTERPRISE_ADDRESSCharacter (255)None
contact_inforamation ENTERPRISE_CONTACTN/ANone
cityENTERPRISE_CITYN/ANone
countyENTERPRISE_COUNTYN/ANone
stateENTERPRISE_STATE N/ANone
countryENTERPRISE_COUNTRY N/ANone

Site Worksheet

The Site worksheet is used specifically to create the Site type Classification and associated Instances in the Predix database. This is a prerequisite to generating the asset hierarchy.

Note: Sites created in the Meridium database must match the sites created in the Predix database.
Field CaptionField IDData Type (Length)Comments
TypeSITE_TYPECharacter (50)Value can be either:
  • Classification: generates a Classification node.
  • Instance: generates an Instance node.
IDSITE_IDCharacter (30)ID of site.
NameSITE_NAMECharacter (255)Site name.
Important: If the Type value is Instance, the site name must match the value of the MI_SITE_NAME in the equipment and functional location records.
DescriptionSITE_DESCRIPTIONCharacter (255)Description of the site.
ClassificationSITE_CLASSIFICATION Character (30)If the Type value is Classification, this field should be left blank.
ccomClassSITE_CCOMCLASS Character (255)The value should be set to:
  • ENTERPRISE_TYPE if the Type value is Classification.
  • ENTERPRISE if the Type value is Instance.
customer_addressSITE_ADDRESS Character (255)None
contact_inforamation SITE_CONTACT N/ANone
citySITE_CITY N/ANone
countySITE_COUNTY N/ANone
stateSITE_STATE N/ANone
countrySITE_COUNTRY N/ANone

Taxonomy Worksheet

The Taxonomy worksheet is used specifically to create the Segment and Asset type Classifications in the Predix database. Actual instances for those classifications will be created by the previous sheets. One possible option to generate the classifications is based on the Taxonomy. The Taxonomy of the Assets and Segments will determine the Hierarchy. The association of this classification to the actual instances can be done through the OBJECT_TYPE field in the Equipment and FunctionalLocations sheets. In the current baseline feature, all the Equipment and Functional Location records are categorized as UNIFIED_ASSET and UNIFIED_SEGMENT, respectively, basing the hierarchy on the OBJECT_TYPE field requires configuration changes.

Important: Do not change the values in this worksheet. The worksheet is provided for reference only.
Field CaptionField IDData Type (Length)Comments
TypeTAXONOMY_TYPEN/AThis value is always set to Classification. Do not change this value.
OBJECT_TYPETAXONOMY_IDCharacter (50)This value can be either:
  • UNIFIED_ASSET
  • UNIFIED_SEGMENT
Do not change this value.
NameTAXONOMY_NAMECharacter (30)This value can be either:
  • PAPM ASSET
  • PAPM SEGMENT
Do not change this value.
DescriptionTAXONOMY_DESCRIPTIONCharacter (255)Do not change this value.
ClassificationTAXONOMY_CLASSIFICATION N/AThis field is blank. Do not change this value.
ccomClass TAXONOMY_CCOMCLASS N/AThis value can be either:
  • SEGMENT_TYPE
  • ASSET_TYPE
Do not change this value.
ParentPARENTCharacter (255)None
Family TypeFAMILY_TYPECharacter (30)None
Equipment TypeEQUIPMENT_TYPECharacter (255)None
faultModeFAULTMODECharacter (255)None
maintenanceCriticalityMAINTENANCECRITICALITYN/ANone

Connections Worksheet

The Connections worksheet can be used to generate connections between two instances in the Predix database. Specifically, it is used to define connection between Enterprises and Sites in Predix Essentials. Apart from that, this worksheet also defines the connections between the Assets and Segments that are connected directly to the Site record. This configuration is how the Enterprise > Site > Segment > Asset hierarchy is generated by Predix.

Field CaptionField IDData Type (Length)Comments
TypeCONNECTION_TYPECharacter (50)Set this value to Connection.
From IDFROM_IDCharacter (30)Set this to the ID value of one of the following:
  • Site
  • Enterprise
  • Functional Location Segment
From ccomClassFROM_CLASSCharacter (255)The ccomClass of the object identified in From ID.
To ID TO_ID Character (255)Set this to the ID value of one of the following:
  • Site
  • Enterprise
  • Functional Location Segment
To ccomClassTO_CLASS Character (30)The ccomClass of the object identified in To ID.

Create an Asset Hierarchy Using Data Loaders

About This Task

This topic provides the basic, high-level steps for creating an Asset Hierarchy using data loaders. You can create sites and equipment for a parent enterprise or create a parent enterprise for a set of existing sites and equipment to build a complete Asset Hierarchy.

Procedure

  1. Create an enterprise or a site using the Unified Asset Ingestion data loader.
  2. Sign out of Predix Essentials, and then sign in to synchronize the imported enterprise or site across the databases.
  3. Create top-level functional locations of the Asset Hierarchy using the Equipment and Functional Location data loader.
  4. Create the associated site data such as equipment, functional locations, and connections using the Unified Asset Ingestion data loader.

Create an Enterprise and a Site Using Unified Asset Ingestion Data Loader

Procedure

  1. In the module navigation menu, select Tools > Data Loaders.
    The Data Loaders page appears.
  2. Select Download Templates.
    The Download Templates window appears.
  3. In the Data Loader Templates section, select Unified Loaders.
    The Unified Loaders section appears.
  4. Select .
    The Unified Asset Ingestion data loader template is downloaded.
  5. Open the Unified Asset Ingestion data loader workbook, and then perform the following operations:
    1. In the Enterprise and Site worksheets, specify the enterprises and sites, respectively.
      Note: If the enterprise that you want to associate with the site is available in Predix Essentials, specify the enterprise data in the Enterprise worksheet.
      Important: You must only specify data in the Enterprise, Site, and Connections worksheets. Additionally, ensure that only the appropriate enterprise, site, and connections data are available in the Enterprise, Site, and Connections worksheets, respectively.
    2. In the Connections worksheet, provide the following details:
      • In the From ID column, specify the sites.
      • In the To ID column, specify the enterprises.
    3. In the Configuration worksheet, in the Load Data from Worksheet column, enter FALSE next to each Data worksheet ID, and then save the workbook.
  6. Select Import New.
    The Import Data window appears.
  7. In the Select Data Loader section, select Unified Loaders, and then select Asset Ingestion Loader.
  8. In the File for Import section:
    1. Select Choose File, and then access the folder where you saved the Unified Asset Ingestion data loader workbook.
    2. Select the workbook, and then select Open.
  9. Select Import.
    A job is scheduled, and the status of the job appears in the Status and Log column. When the status is displayed as Complete, the enterprises and the sites that you specified in the workbook are created, and the relationships between the enterprises and the sites are established in Predix Essentials.
    Note: If an error occurs while importing the Unified Asset Ingestion data loader workbook, resolve the issues in the workbook, and then import the workbook.

Create Top-Level Functional Locations of an Asset Hierarchy

About This Task

You must use the Equipment and Functional Location data loader to create the top-level functional locations of the Asset Hierarchy in the Meridium database. The top-level functional locations are created in the Meridium and Predix databases using different data loaders, and are based on the levels of the functional locations that you want to create.
  • If you want to create an Enterprise, you must import the first three levels of functional locations to the Meridium database using the Equipment and Functional Location data loader.
  • If you want to create a child Site for an Enterprise that is available in Predix Essentials, you must import the second and third levels of functional locations to the Meridium database using the Equipment and Functional Location data loader.
Important: You must use the Equipment and Functional Location data loaders to import the top-level functional locations. If you use the Unified Asset Ingestion data loader to import the functional locations, inconsistent Asset Hierarchies will be created in both the Meridium and Predix databases.

Procedure

  1. In the module navigation menu, select Tools > Data Loaders.
    The Data Loaders page appears.
  2. Select Download Templates.
    The Download Templates window appears.
  3. In the Data Loader Templates section, select APM Connect.
    The APM Connect section appears.
  4. In the Templates column, select next to the Equipment and Functional Location data loader.
    The Equipment and Functional Location data loader template is downloaded.
  5. Open the Equipment and Functional Location data loader workbook, and then perform the following operations:
    1. In the FunctionalLocations and FuncLocsToSuperiorFuncLocs worksheets, specify the functional locations that will create the first three levels of assets in the hierarchy.
      Note: You must populate data only in the FunctionalLocations and FuncLocsToSuperiorFuncLocs worksheets.
    2. Save the Equipment and Functional Location data loader workbook.
  6. Select Import New.
    The Import Data window appears.
  7. In the Select Data Loader section, select APM Connect, and then select Equipment and Functional Location.
  8. In the File for Import section:
    1. Select Choose File, and then access the folder where you saved the Equipment and Functional Location data loader workbook.
    2. Select the workbook, and then select Open.
  9. Select Import.
    A job is scheduled, and the status of the job appears in the Status and Log column. When the status is displayed as Complete, the functional locations that you specified in the workbook are created in Predix Essentials.
    Note: If an error occurs while importing the Equipment and Functional Location data loader workbook, resolve the issues in the workbook, and then import the workbook.

Create Equipment and Functional Locations for an Asset Hierarchy

About This Task

This topic describes how to import the associated site data such as equipment, functional locations, and connections to Predix Essentials using the Unified Asset Ingestion data loader.

Procedure

  1. In the module navigation menu, select Tools > Data Loaders.
    The Data Loaders page appears.
  2. Select Download Templates.
    The Download Templates window appears.
  3. In the Data Loader Templates section, select Unified Loaders.
    The Unified Loaders section appears.
  4. Select .
    The Unified Asset Ingestion data loader template is downloaded.
  5. Open the Unified Asset Ingestion data loader workbook, and then perform the following operations:
    1. Provide data in the following worksheets:
      • Equipment
      • FunctionalLocations
      • FuncLocsToSuperiorFuncLocs
      • EquipmentToSupEquipment
      • FuncLocsToEquipment
    2. In the Connections worksheet, provide the following details:
      • In the From ID column, specify the segments.
      • In the To ID column, specify the sites.
    3. In the Enterprise and Site worksheets, specify the enterprises and sites, respectively, and then save the workbook.
  6. Select Import New.
    The Import Data window appears.
  7. In the Select Data Loader section, select Unified Loaders, and then select Asset Ingestion Loader.
  8. In the File for Import section:
    1. Select Choose File, and then access the folder where you saved the Unified Asset Ingestion data loader workbook.
    2. Select the workbook, and then select Open.
  9. Select Import.
    A job is scheduled, and the status of the job appears in the Status and Log column. When the status is displayed as Complete, the equipment and functional locations that you specified in the workbook are created, and the relationships between the equipment and the functional locations are established in Predix Essentials.
    Note: If an error occurs while importing the Unified Asset Ingestion data loader workbook, resolve the issues in the workbook, and then import the workbook.

Create a Child-Level Equipment for a Functional Location

Procedure

  1. In the module navigation menu, select Tools > Data Loaders.
    The Data Loaders page appears.
  2. Select Download Templates.
    The Download Templates window appears.
  3. In the Data Loader Templates section, select Unified Loaders.
    The Unified Loaders section appears.
  4. Select .
    The Unified Asset Ingestion data loader template is downloaded.
  5. Open the Unified Asset Ingestion data loader workbook, and then perform the following operations:
    1. Provide data in the following worksheets:
      • Equipment
      • FuncLocsToEquipment
    2. In the Enterprise and Site worksheets, specify the enterprises and sites, respectively, and then save the workbook.
  6. Select Import New.
    The Import Data window appears.
  7. In the Select Data Loader section, select Unified Loaders, and then select Asset Ingestion Loader.
  8. In the File for Import section:
    1. Select Choose File, and then access the folder where you saved the Unified Asset Ingestion data loader workbook.
    2. Select the workbook, and then select Open.
  9. Select Import.
    A job is scheduled, and the status of the job appears in the Status and Log column. When the status is displayed as Complete, the equipment that you specified in the workbook are created, and the relationships between the equipment and the functional locations are established in Predix Essentials.
    Note: If an error occurs while importing the Unified Asset Ingestion data loader workbook, resolve the issues in the workbook, and then import the workbook.

Create a Child-Level Functional Location for a Functional Location

Procedure

  1. In the module navigation menu, select Tools > Data Loaders.
    The Data Loaders page appears.
  2. Select Download Templates.
    The Download Templates window appears.
  3. In the Data Loader Templates section, select Unified Loaders.
    The Unified Loaders section appears.
  4. Select .
    The Unified Asset Ingestion data loader template is downloaded.
  5. Open the Unified Asset Ingestion data loader workbook, and then perform the following operations:
    1. Provide data in the following worksheets:
      • FunctionalLocations
      • FuncLocsToSuperiorFuncLocs
      Important: You must specify data only in the FunctionalLocations and FuncLocsToSuperiorFuncLocs worksheets.
    2. In the Enterprise and Site worksheets, specify the enterprises and sites, respectively, and then save the workbook.
  6. Select Import New.
    The Import Data window appears.
  7. In the Select Data Loader section, select Unified Loaders, and then select Asset Ingestion Loader.
  8. In the File for Import section:
    1. Select Choose File, and then access the folder where you saved the Unified Asset Ingestion data loader workbook.
    2. Select the workbook, and then select Open.
  9. Select Import.
    A job is scheduled, and the status of the job appears in the Status and Log column. When the status is displayed as Complete, the functional locations that you specified in the workbook are created, and the relationships between the functional locations and the parent-level functional locations are established in Predix Essentials.
    Note: If an error occurs while importing the Unified Asset Ingestion data loader workbook, resolve the issues in the workbook, and then import the workbook.

Create a Child-Level Equipment for an Equipment

Procedure

  1. In the module navigation menu, select Tools > Data Loaders.
    The Data Loaders page appears.
  2. Select Download Templates.
    The Download Templates window appears.
  3. In the Data Loader Templates section, select Unified Loaders.
    The Unified Loaders section appears.
  4. Select .
    The Unified Asset Ingestion data loader template is downloaded.
  5. Open the Unified Asset Ingestion data loader workbook, and then perform the following operations:
    1. Provide data in the following worksheets:
      • Equipment
      • EquipmentToSupEquipment
      Important: You must specify data only in the Equipment and EquipmentToSupEquipment worksheets.
    2. In the Enterprise and Site worksheets, specify the enterprises and sites, respectively, and then save the workbook.
  6. Select Import New.
    The Import Data window appears.
  7. In the Select Data Loader section, select Unified Loaders, and then select Asset Ingestion Loader.
  8. In the File for Import section:
    1. Select Choose File, and then access the folder where you saved the Unified Asset Ingestion data loader workbook.
    2. Select the workbook, and then select Open.
  9. Select Import.
    A job is scheduled, and the status of the job appears in the Status and Log column. When the status is displayed as Complete, the equipment that you specified in the workbook are created, and the relationships between the equipment and the parent-level equipment are established in Predix Essentials.
    Note: If an error occurs while importing the Unified Asset Ingestion data loader workbook, resolve the issues in the workbook, and then import the workbook.

The Unified Asset Ingestion Data Loader General Loading Strategy

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

Before You Begin

Notes:
  • Before reading this section, refer to the Data Model section.
  • Use this data loader only for Predix APM applications.

Equipment Taxonomy data and Site Reference data must be present prior to loading Equipment and Functional Location data into the database.

About This Task

You must use the Unified Asset Ingestion data loader is used to load enterprise, site, and asset data into the databases.

Considerations
  • The top-level parent node is not automatically designated by the data loader; you must explicitly define this node in the Excel source workbook.
  • The Functional Location hierarchy is constructed in the loader by assigning the ID of the parent Functional Location (superseding Functional Location) to the child Functional Location record as the value of the Predecessor Functional Location Unique ID field in the record.
  • An asset record can have only one parent. For example, an Equipment record cannot have a parent Equipment record and a parent Functional Location record; it must have one or the other. Therefore, to avoid unexpected results, you should ensure that each record is related to only one parent when you configure the Unified Asset Ingestion data loader workbook.
  • 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 Predix Essentials 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.

    In Predix Essentials, records inherit their site references from their predecessor records. Additionally, when the Unified Asset Ingestion data loader is run, it loads Equipment records first, and then loads Functional Location records.

How Instances Are Assigned to Classifications
For the Enterprise and Site, both the Classifications and Instances are created through the corresponding sheets in the template. All segment and asset records (UNIFIED_ASSET and UNIFIED_SEGMENT) will be assigned a single, generic classification that is defined in the auto_join queries.

You must use multiple steps to define an asset hierarchy in the database, for example, Site > Area > Unit > Asset.

Procedure

  1. Assign sites to Predix Essentials.
  2. Use the Taxonomy data loader to load the taxonomy into the databases.
  3. In the workbook, define the Unit as the only Functional Location.
  4. In the workbook, define the link between the Unit and the asset.
    The Unit then corresponds to a Segment in the Predix database.
  5. Use the data loader to load more Functional Locations.
    You can define the hierarchy in the Meridium database at this time or later. Use the Record Manager to define the hierarchy.
  6. Use the data loader to add the Equipment and Functional Locations to the defined asset hierarchy.