Why update assets with an Excel file ?
Updating resources is useful if you want to modify lot of attributes of several elements.
These modifications can be made through several databases.
What is an asset update ?
Assets are updated using an Excel file. This will contain all of the resources to be updated. These items can be found in different databases.
The lines represent the resources to be modified. The columns represent the attributes of each of these assets.
To make easier the update of assets, you must first export the asset that you want to update. An Excel file will be generated. On this generated export file, you must modify the attribute values. Then, we can re-import the file on the platform. Thus, the elements will be updated.
In the Excel file, the columns appear in the following order :
- Column "code": The code of the asset to be updated.
- Column "name": The name of the asset to be updated. This column must have a value.
- "Parent" column: If a parent asset is defined, then the code for this element must be entered.
- "Family (code)" column: The code of the database to which the asset belongs.
- The attributes of the different assets.
- Assets attributes must already exist on the platform. The spelling of the attribute name must be exactly the same on the import file.
- The values of attributes must respect the typology of the attribute defined on the platform. If the attribute is of type "number", all values must be numeric only.
- Only the attributes present in the Excel file will be updated.
In practice, how do you update new assets within an existing database ?
Context : Imagine a company with a "Motors" database. This database contains 100 engines.
We want to add a new attribute called "Nominal Power" for all the resources present in "Engines".
It would take too long to manually add the "Nominal Power" attribute for each of the 100 devices. We will thus proceed to an asset update.
We will first export all the assets contained in the "Engines" database. We will then add the "Nominal Power" attribute to all of these resources.
1. In the Assets tab, create a filter on the "Motors" database.
2. Select all of the assets, then click Action and Export.
3. On the downloaded Excel file, add a "Nominal Power" column.
4. Enter values for the Nominal Power attribute.
5. Return to the Assett tab. Click on the toothed wheel then on "Imports". Click on "New Import".
6. Select your Excel file. You can check the correspondence between the attributes of the Excel file and the attributes found on your Ermeo platform.
7. Click on Next. Resources will be imported. The "Updated Resources" box will contain the number of updated resources (here 4).
In case of errors, an error file is generated. Within this file are the assetd that could not be updated. The error assets are highlighted in red. You can download this file and make changes to it. Then you can re-import it to update the assets.
In the error file, you can place the mouse on the red column in order to view a description of the error.
Updating assets on the platform is done in the order in which the elements are found within the import file.
It is not possible to cancel an import in progress.
The imports / exports page summarizes all the imports made.