Overview

The key in importing locations from your current system into Tango is to start with good data in the correct format. To help ensure a successful import, an import template document has been developed. The data will be transformed from the tabular output of your current system into a hierarchical format that Tango will display as a Tree.

There will be only "1" (one) Plant in the database. The options for AssetUsageType, Location State, and Equipment Type are drop-down lists in the Excel spreadsheet.

Asset Usage Type lets you indicate whether a location is used for Installation, Spare, Scrap, or Repair.

Location State simply indicates whether a location has a piece of equipment in it at the current time or is an empty location.

Equipment Type allows you to choose what type of equipment is at this location.

There are several Alias column included in the template. To include information about a location in a predefined Alias, list the information under the corresponding heading. If no heading exists, use the next column. Name the column whatever you want the Alias to be in Tango. Notify 24/7 Systems to add another Alias to the database before the data is imported.

The "Location Import Spreadsheet" (below) is used to import location information for plant assets (equipment) into Tango. The Excel spreadsheet template may be obtained by contacting 24/7 Systems or clicking the link below. The "VLOOKUP TABLE" (which lists Asset Component Class ID, Comp. Class Name, Asset Comp. Type ID and Component Type Name) and "TF7-ErinsTestDatabaseExport"(a sample import sheet) are included in the "Location Import Spreadsheet" workbook.

LocationImportTemplate.xls

Phone: 865.681.0282

Email: Melissa Penner.



The screenshot on right is an example of the Tango Location Tree generated from information received in an Import Location Sheet.



It is critical that the information in the template follow the format exactly or the import tool will not work.

1) When adding data, ensure that no rows are skipped between entries. Also, ensure that the information in the cells is left justified. As seen in the screenshot below, after entering all information for one "Asset", the next "Asset" is entered on the row directly below the row used for the last entry under "Component Location" ("Component Location" is in cell G6, next "Asset" is in cell D7).

2) Make sure all the cells are completed accurately.

3) For the user"s convenience, Columns E, H, and I contain formulas which auto-populate the cells. If you choose to use these formulas, be sure not to inadvertently delete them during data entry.

4) If you are using the calculations and Column I populates with #N/A, check Columns A & B in the VLOOKUP worksheet (included with the "Location Import Sheet") to see if the equipment is defined properly. If unsure how to assign the correct naming convention in the VLOOKUP table, contact 24/7 Systems for assistance.

5) If Columns E, H and I are not auto-populating,information has been entered beyond the point where the formulas are in the cells. To copy the formula to additional cells, click on the last cell containing a formula (information) and drag down as far as needed.

6) Columns K, L, and M are not entered by the user. They are identifiers assigned by Tango when the locations are imported into the database.

7) All columns past Column M (Columns M-AM) are Alias Columns to be populated at the discretion of the user. If a required Alias category is not in the import template, contact 24/7 Systems to add the Alias category and get a customized import sheet.

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The screenshot below is a quick breakdown of the information in the “TF7-ErinsTestDatabaseExport” spreadsheet (a sample import sheet).



1) Columns A - I are completed by the user.

2) Column E is almost always “Installation”, which auto-populates unless changed by the user or the formula is not present.

3) Column F (Asset Criticality) is a numerical value assigned by the customer. The value can range between 1 & 1,000,000.

4) Column H is typically either “Occupied” or “Occupied / Anonymous Equipment”, which auto populates unless changed by the user or the formula is not present.

5) Column I is variable depending on the asset component. That information can be input by you or 24/7 Systems.

6) The information in the last three populated Columns (K - M) are filled in by the system when imported into Tango.


Complete the "Location ImportSpreadsheet" and email it back to 24/7 Systems at the email address above. The import will be completed and notification will be sent back confirming the completion of the import. A "Connect File" will also be sent so the database can be accessed.