Import assets with user-defined properties

Import a large amount of assets with user-defined properties in the asset tree. To do so, you need to complete the following operations:
  • Create a CSV file with assets and editable properties as an import file.
  • Edit asset properties in the CSV file.
  • Import the CSV file with customized properties.
Prerequisites
  • Make sure no other user in the system is in Design mode before importing the CSV file.
  • Make sure the amount of assets to be added does not exceed the purchased capacity of devices. Once you reach the capacity, you need to reduce the amount of assets or purchase capacity activation for more devices to proceed.
To import a batch of assets with user-defined properties
  1. In the
    Welcome
    dialog, click
    Next
    .
  2. In the
    Select an option
     dialog, select
    New import
    , and then click
    Next
    .
  3. Create a CSV file with assets and editable properties as an import file.
    1. In the
      Select an option for new import
      dialog, select
      Create import file
      , and then click
      Next
      .
      TIP:
      If you have already created a CSV import file, go to Step 5.
    2. In the
      Create new mass assets for import
       dialog, specify the following information:
      • Asset Type
        : Select an asset type from the list. The available asset types are Generic Container, all the device items except for ABB Robot, FANUC Robot, and Asset Inventory. You can create up to 10 asset types each time.
        TIP:
        • Starting from FactoryTalk AssetCentre version 10.00, process device capabilities are not supported.
        • This tool does not support operations for
          Siemens®
          S7 Controller (TIA Portal™), Mitsubishi® Controller (GX Works2™), Mitsubishi Controller (GX Works3™), and Schneider® Controller (Control Expert) asset types.
      • Quantity
        : Enter the quantity for each asset type to create. The available quantity is 1-1000.
    3. Click
      Next
      .
    4. When device items (except for Asset Inventory) are selected, a message box opens, notifying the status of licensed asset capacity.
      - If the amount of assets to add doesn't exceed the purchased capacity, click
      Yes
      to proceed.
      - If the amount of assets to add exceeds the purchased capacity, you need to reduce the amount of assets or increase licensed capacity.
    5. Specify the file name and file path to save the CSV file, and then click
      Start
      .
      TIP:
      If extended properties are configured by the
      Options dialog box: Extended Properties
      , the assets in the CSV file will inherit the default extended properties.
    6. (optional) In the
      Finished
      dialog, click
      Save Summary
      to save the result summary as a TXT file.
    7. To continue the importing process, click
      Back
       to return to the
      Select an option
       dialog. If you want to exit, click
      Finish
      .
  4. Edit asset properties in the CSV file.
    1. Locate and open the CSV file on your computer, and edit the asset properties, except for
      Type
      . If the CSV file includes multiple assets of the same type and name or an asset that has the same type and name as the one under a node where it will be added, a number (like _2) is appended to the asset name to ensure uniqueness.
      IMPORTANT:
      • Do not modify information in the
        Type
        column or remove any columns. Assets with the
        Type
        property modified cannot be added to the asset tree after the CSV file is imported. A CSV file with any column removed cannot be imported.
      • To import an extended property, don't just enter the property value while leaving the property name empty in the CSV file. Such extended properties will be skipped during the import and they won't inherit the default extended properties as configured by the
        Options dialog box: Extended Properties
        . Only extended properties with both name and value empty in the CSV file can inherit the default extended properties after the import.
    2. Save and close the file.
  5. Import the CSV file with customized properties.
    1. Return to the
      Select an option
       dialog, select
      New import
      , and then click
      Next
      .
    2. In the
      Select an option for new import
      dialog, select
      Import
      , and then click
      Next
      .
    3. In the
      File to Import
      field of the
      Import new mass assets
      dialog, click
      Browse
      to select the CSV import file you have created and edited.
    4. In the asset view of the
      Import new mass assets
      dialog, select a node in the asset tree under which the assets will be created. The node can be a generic container or the root node.
      TIP:
      If a device asset is selected, the assets will be added to its parent container. If the device asset doesn't belong to any container, the assets will be added to the root, which is the topmost node in the asset tree.
    5. Click
      Start
      .
    6. When device items (except for Asset Inventory) are selected, a message box opens, notifying the status of licensed asset capacity.
      - If the amount of assets to add doesn't exceed the purchased capacity, click
      Yes
      to proceed.
      - If the amount of assets to add exceeds the purchased capacity, you need to reduce the amount of assets or increase licensed capacity.
      A progress bar shows as the tool adds the new assets.
      TIP:
      Click
      Cancel
      if you want to cancel the current operation. Clicking
      Cancel
      does not delete assets that have already been added to the asset tree. You need to delete them manually.
    7. (optional) In the
      Finished
      dialog, click
      Save Summary
      to save the result summary as a TXT file.
  6. Click
    Finish
    to exit or
    Back
    to return to the
    Select an option
     dialog.
    If the process completes without being ended, the CSV file is added under the same node where the new assets are created.
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