Understand the mapping during import

When an export file has effects on business objectives and/or cost categories, then these qualify for import into the target object. If either or both of them apply, clicking Finish in the Import Wizard window will result in the following message.

 

After you confirm this window, Asset Strategy Optimization will attempt to map the relevant business objectives and cost categories automatically. If successful, the following message will appear:

 

List with element types that may be mapped; each element type has its own tab with data sets that may be mapped

Depending on the model to be imported, Asset Strategy Optimization may find a number of elements that must be mapped onto existing elements. The element types are shown in a list like the one above. Each element type has its own tab. The user should visit each tab to see if, and how data sets should be mapped.

Labor

As far as labor is concerned, values from an imported file can also be mapped using the mapping functionality, under the Labor tab.

When an entire system (with settings) is imported, mapping is performed automatically. If an import is performed at any other level, the user needs to perform any mapping manually.

During the import a warning may appear indicating that costs have been detected in the import that are related to labor. To make sure Asset Strategy Optimization will continue to work correctly, the user should manually link the imported data to existing cost categories. This is explained further in Labor.

Cost categories

Mapping cost categories is done in the same way as mapping business objective classifications. Export Environment cost categories may be mapped to cost categories selected from the available cost categories of the Import Environment. Once an export environment cost category has been mapped to an import environment cost category, it is no longer available in the list.

Mapping cost categories

The following situations may occur:

• Map one cost category in the Export Environment to one cost category in the Import Environment.

• Map multiple cost categories in the export environment to one cost category in the import environment.

• Add the missing category appearing on the left to the list on the right by selecting the category on the left and clicking Create.

  Note: Unmapped cost categories in the Export Environment will be lost during import

Free fields

Asset Strategy Optimization  can import and export Free fields as well. If Free field values are present in the import file, this will be reported. There are two distinct types of free fields: Regular free fields and Lookup Lists. The regular free fields can hold text values. During mapping the contents can be replaced through any other regular free field. These values can be mapped under the tab "Free fields".

Furthermore this tab holds the names of Lookup Lists, which allows mapping these as well. The actual values of the Lookup Lists should be mapped under a different tab, namely "Free fields Lookup Lists", where values under the import environment can be assigned values from Lookup Lists in the source file.

Labor

For labor, too, values from an export file can be mapped to related values in the import environment

When a full system is being imported, the mapping will be performed automatically. For any other level being imported, the user should perform the mapping manually.

Environmental impact

• When exporting Environmental impact to .OPT file, the Custom Lookups will not be exported to the .OPT file.

• For importing from an .OPT file:

  • You need to manually map the items in the Mapping window with the Environmental impact categories by selecting the Map button.

  • When the import completes, you need to create units in the Custom Lookups and map them to the imported Environmental impact categories. For more information on creating units, see the topic Custom Lookups.

Finishing the import

After creating/verifying the mapping, you can initiate the import by clicking the OK button. During import, a progress bar will be visible.