Importing Attached Documents Data

Attached documents data can be imported from an Excel spreadsheet.

1. Open the Equipment View or Equipment List. Click Attached Documents in the Import section of the Manage tab. The Attached Document Import wizard window is then displayed:

   

2. Click Browse and select the Excel file from which data is to be imported. Click Next >.

3. The next window shows all the columns in the Excel spreadsheet to be imported. Select an existing Field Mapping (if one for this Import type exists) from saved mappings drop down or use the automatic mappings created by AVEVA Electrical and make changes to these mappings (if required).

   

   Note:
   To minimize the possibility that data currently being worked on by another user may be affected by an import, a list of the users working on the current project is available from the UserCount link. The number of current users is displayed next to the link. This total includes the user performing the import.

   The Excel Column Name fields display the names of the columns in the spreadsheet. The AVEVA Electrical Field fields displays the Electrical fields they are mapped to.

4. To map an Excel Column to an AVEVA Electrical database field click in the AVEVA Electrical Field field adjacent to the relevant Excel Column Name field, and select the required AVEVA Electrical field from a drop-down list. To exclude a field from the import, click Clear button in the grid against the field that needs to be excluded or select the blank entry from the mapping drop-down list.

   Note:
   AVEVA Electrical automatically checks each Excel Column Name from the first row in the Excel worksheet against fields names in AVEVA Electrical Database (if not found then field Captions - as set in the Grid Manager). If a match is found then AVEVA Electrical automatically adds the Field Name to the mapping list. The user can select a different field from the mapping list if required.

5. Sets of column-field mappings can be saved and re-used for future imports. Define the required mappings as described above, then select the New command button. The Mapping Name and Description fields are then displayed and the New button is replaced by a Save button.

   

6. Once the name and description for the mapping have been entered, click Save and the mappings will be saved and added to the Saved Mappings drop down.

   Note:
   Data can also be imported by just clicking on the Import button. However it may save time to save the mappings if an import with those mappings is to be performed again.

7. Once the mappings have been set up, click Next >.

8. A list of equipment for which attached document details can be imported is then displayed.

   

9. Click Import to proceed with the import. The import then takes place. After the import is complete, a log of the imported document details is displayed:

   

10. Click Close the exit the import wizard.