Welcome

Welcome to Engineering Import. You can use Engineering Import to import and update engineering data from Excel files. Engineering Import keeps your import files organized in a hierarchy of engineering registers, configurations, and versions. During the import process, the Engineering Import wizard will guide you by dividing the complex import process into simple steps. Engineering Import ensures data integrity by removing duplicate records and by validating the data.

Overview

The splitter divides the main window into two sections. In the left section, there is the navigation tree (1). You can navigate the navigation tree by selecting and expanding nodes. The navigation tree consists of engineering registers, configurations, and versions. Above the navigation tree, there are buttons (2) for creating a new configuration and for creating a new version of the selected configuration. The right section (3) displays the details form of the selected node. In the details form, you can edit, save, and delete the selected node. You can upload files in the version node. After you upload a file, the Continue button (4) will appear.

Clicking the Continue button will open the import wizard (5) in the right section. You can navigate the import wizard by clicking the buttons (6) in the top left corner. You can cancel the import wizard without losing progress by clicking Cancel or by selecting a different node in the navigation tree. You can then later resume the import wizard by navigating back to the version node and clicking Continue.

Import a file by creating a new configuration

Follow these steps to import a file by creating a new configuration:

1. Open Engineering Import from the menu under the Completion Configuration menu group.
2. Click the New import button above the navigation tree.
   A modal will appear.
   
3. In the modal, select Eng Register, enter Config Name and, optionally, Description, and click OK.
   The navigation tree will create a new configuration node, and will automatically navigate you to the first version node.
4. Click Upload file in the details form.
   You can upload .xls, and .xlsx files.
5. After the file uploads, click Continue.
   The wizard will show up in the right section.
   Advance to the next page by clicking Next.
6. On the Import Config page, select Table/Worksheet, enter Headers (row-number) and Data starting row.
   
7. On the Data Preview page, you can preview data by clicking Load Preview Data.
8. On the Unique Fields page, map Project, Plant, and Tag No fields by selecting file fields from the lookups.
   
9. In the Field Mapping page, in the grid, map each database Eng Field Name to a Field Name of the uploaded file.
   Click Clear Mapping in case you want to start over.
   
10. On the Duplicate Objects page, look at the duplicate tags found in the file you have imported.
    The wizard will import one record from each group of duplicates and will skip the rest.
11. On the Validation page, look at the invalid values.
    In case there are invalid values, you can do any of the following:
    • Add missing data to proper registers and click ReValidate.
    • Skip TagNo.
    • Skip Value.
    • Move TagNo. This option is available when there's a matching tag in another register.
12. On the Updates, Inserts and Deletes page, look at the tags and fields to be updated, inserted, and deleted.
    The Action column shows whether a tag or a field is to be updated, inserted, or deleted.
    In case you want to skip a tag or a value, you can do so by unchecking the Selected column. You can also use the Select / Deselect button.
    Note: Fields with empty new values won't be updated (blanked out) even when selected.
    Note: Use the value [BLANK] in your import file to clear the field with an existing value.
    Note: Tags with the action "Delete" suggests that the file imported in the current version is missing tags from the previous version. See the section "Import a file by creating a new version" below.
    
13. On the Completion Validation page, look at the warnings. Uncheck the Commit Changes field where applicable.
    Here's a list of warnings you might encounter:
    • Deleted. A tag is marked as deleted in the register but is present in the import file. Committing changes will reopen (undelete) the tag.
    • Split. A tag is split. Committing changes will update the information of all split tags.
    Once you click Next, the tags will be imported to CMS.
14. On the Import Log page, review the log and click Finish.
    The current date will appear in the Committed field in the details form and next to the version node in the navigation tree.

Import a file by creating a new version

You can create a new version to reuse the field mapping from the previous version. Please note that if a file of the new version does not include tags from a file of a previous version, the import wizard will suggest you mark those tags as deleted. Follow these steps to import a file by creating a new version:

1. Open Engineering Import from the menu under the Completion Configuration menu group.
2. In the navigation tree, select a configuration node.
3. Click the New version button.
   The navigation tree will create a new version node under the selected configuration node and will automatically navigate you to it.
4. Continue from Step 4 in the "Import a file by creating a new configuration" section.

Download Excel templates

1. In the toolbar, click the Templates button.
   A modal will appear.
   
2. Select an Eng Register in the lookup.
3. Click the Download button.