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How to import production profiles

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.

Production profile Artboard 3.png
Select file
Production profile Artboard 4.png
Select profiles and continue

4. Select the associated asset

Search for the asset.

Select the desired asset.

Rename the profiles if desired/required.

Click “next” to continue.

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Assigning to an asset

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.

Depending on company settings, the default permissions may be “read” company wide, if the information is sensitive within the company, set the permissions before uploading.

Production profile Artboard 7.png
Assign to profile set

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”.

Production profile Artboard 9.png
Review and access the imported data

7. Access the attachments

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

Production profile Artboard 10.png
Access the attachments

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

When deleting a profile set you will delete all containing profiles, also ones uploaded to other assets.

Production profile Artboard 11.png
Manage data

 

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