How to import production profiles

If you wish to visualize or manage production profiles go to the production profile guide:
How to visualize Production Profiles

Instructions

1. Find Import Button

In the map view, find the options ribbon at the top, and click:

File ⇒ Import

Production profile Artboard 1.png
The import menu

2. Select Production profile

Production profile Artboard 2.png
Production profile import

3. Select File

Click the Import production profile button.

Note that the file has to be closed to be imported. If it is a shared drive this may be an issue and making a temporary copy to the local disk may be the best option.

Navigate to your chosen file, and open it.

Select the profiles you wish to import.

Click “next” to continue.

The supported file formats are:

  • excel (.xlsm and .xlsx)

    • Only when formatted according to the RNB format.

If you do not have the data in the RNB format, we provide a simplified file for input and import.

4. Select the associated asset

Search for the asset.

Select the desired asset.

Rename the profiles if desired/required.

Click “next” to continue.

5. Assign the profile to the associated profile set

Search for the profile set or create a new one.

Select the desired profile set.

Upload the profiles.

You can set the Profile set permissions here by clicking the tri-bar icon.

6. Review and access data.

You can load the data source you just uploaded to.

You can open the info panel for the asset you uploaded the profiles to by clicking the “i”.

7. Access the attachments

When in the info panel of an asset click on the attachments icon.

8. Manage data

From the attachments you can:

  • Move profiles.

  • Change access permissions for profile sets.

  • Rename profiles and profile sets.

  • Delete profiles and profile sets