Overview

The Introduction to Data Loaders course will show you how to ingest data from any source into an Excel spreadsheet and then into APM using APM-Connect. The course teaches the fundamental processes to prepare data using a data loader template, run the load, and analyze the results. If there are issues with the load, you will learn how to fix the issues and re-run the data load.

Audience

This class is designed for:

• End Users
• Analysts
• Analytics Engineers
• Reliability Engineers

When you complete this course, you will be able to:

• Understand the purpose of data loaders
• Understand the recommended workflow for using data loaders
• Perform data import jobs
• Analyze data import logs
• Navigate data loader documentation
• Use documentation to locate template information and field requirements
• View the connection parameters required to establish a connection with APM Connect
• Understand Taxonomy and the APM Connect Taxonomy Data Loader Data Model
• Import Taxonomy data to create a new asset category with supporting data
• Modify and re-import a data loader workbook
• Understand the APM Connect Equipment and Functional Location Data Loader Data Model
• Import Equipment and Functional Location data to create new assets
• Navigate the Asset Hierarchy to view new asset data
• Understand the APM Connect Work History Data Loader Data Model
• Import Work History data to create historical work order records

Duration

• 8 hours

Delivery Format

• Instructor Led
• Distance Learning
• Onsite

Modules and Topics

Introduction of Data Loaders 

• Understanding the purpose of data loaders, their recommended workflow, and common termonology. 
• Understanding data loader worksheets and fields 
• Reviewing the Configuration worksheet 

Administration of Data Loaders 

• Viewing APM Connect Configuration Settings 

The APM Connect Taxonomy Data Loaders 

• Reviewing Taxonomy, the Taxonomy Data Loader Data Model, and the Taxonomy workbook layout and use
• Navigating the Taxonomy
• Understanding the Workbook Layout Help Topic
• Viewing Taxonomy Families and Fields in the database 
• Accessing the Data Loaders Tool 
• Downloading the Taxonomy Data Loader workbook template
• Importing the Taxonomy Excel file 
• Viewing the Import Status of a job 
• Viewing the Log Text information 
• Viewing the imported Taxonomy data 
• Modifying a Taxonomy workbook and re-importing

The APM Connect Equipment and Functional Location Data Loader 

• Reviewing the requirements, Data Model, and workbook layout and use of the Equipment and Functional Location Data Loader 
• Downloading the equipment and functional location data loader workbook template 
• Navigating the Equipment and Funcational Location Data Loader Template 
• Importing the Equipment and Functional Location Data Loader Excel file 
• Navigating the Hierarchy 

The APM Connect Work History Data Loader

• Reviewing the requirements, Data Model, and workbook layout and use of the Work History Data Loader
• Navigating a Work History record 
• Downloading and navigating the Work History Data Loader Template 
• Importing the APM Connect Work History Data Loader Excel file