Import Attached Documents Data

Attached documents data can be imported from an Excel spreadsheet.

1. Open the Equipment View or Equipment List.

2. Click Attached Documents in the Import section of the Manage tab.

   The Attached Document Import wizard window is then displayed:

   

3. Click Browse and select the Excel file from which data is to be imported.

4. Click Next.

   The next window shows all the columns in the Excel spreadsheet to be imported.

5. 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 Instrumentation 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 Instrumentation Field fields displays the Instrumentation fields they are mapped to.

6. To map an Excel Column to an AVEVA Instrumentation database field click in the AVEVA Instrumentation Field field adjacent to the relevant Excel Column Name field, and select the required AVEVA Instrumentation field from a drop-down list.

7. To exclude a field from the import, click the 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 Instrumentation automatically checks each Excel Column Name from the first row in the Excel worksheet against fields names in AVEVA Instrumentation Database (if not found then field Captions - as set in the Grid Manager). If a match is found then AVEVA Instrumentation automatically adds the Field Name to the mapping list. You can select a different field from the mapping list if required.