Relate the destination, XSLT file, and report to the detail - HxGN SDx2 - v11 - Help - Octave

HxGN SDx2 Connector for Plant Maintenance Help
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HxGN SDx2 Connector for Plant Maintenance
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  1. In the Connectors feature set, select Details.

  2. Search for the detail, and then select Actions > Relationship Builder.

  3. On the Relationship Builder page, select the SEARCH tab, and search for the objects to relate - destination, template documents (AssetTransform), and report - sync (XHTML).

    How do I use the AssetEquipmentSyncReport for asset synchronization?

    The AssetEquipmentSyncReport is delivered with the software and extracts asset details from the system.To prepare the data for synchronization, we recommend relating the report to a detail object. The report retrieves asset details based on the properties and criteria defined in the AssetEquipmentSyncView view definition, and generates XHTML output. The AssetTransform (XSLT) template is then applied to the XHTML output in the background to generate a CSV file required for an asset synchronization.

    To view the report,

    • In the Reports feature set, select Show Reports.

    Edit a report

    By default, the AssetEquipmentSyncReport is delivered with the properties such as Name, Description, Equipment ID, and FUNCLOC.

    • You can define the Criteria for each property and specify the asset names as values for the assets to be synchronized. This is useful when viewing the report, where you can select a property value to filter the report results. For more information on how to edit a report, see Edit a report.

    • You can add additional properties to the report by configuring the AssetEquipmentSyncView view definition. To update the view definition, you must

      • Export the data to a .xml file using the Export Data option.

      • Add the required properties.

      • Import the file using the Import Data option.

        For more information, see Export data and Import data. To make these changes, you must have the System Administration role or contact your HxGN SDx2 system administrator.

    After configuring additional properties in the report, you may have to update the AssetTransform (XSLT) template to ensure accurate data transformation. For more information, see Modify the AssetTransform XSLT file.

    To verify the XHTML to CSV transformation, run the report manually by ensuring the following report settings:

    • Report Output Style is set to XHTML.

    • Report Template is set to AssetTransform.

      For more information on configuring report settings, see Edit a report.

  4. Choose the required objects, and select RELATE.

    The SEARCH feature only displays the objects that can be related to the selected detail.

  5. Repeat step 1 and select Actions on the detail to see the related objects in the Relationships list. The report, destination, and transform objects are now related to the detail object.

  6. Select Actions > Sync. The sync is successfully completed.

  • Only the assets with synchronized tags relationship can be synchronized for asset to equipment synchronization.

  • An SAP sync message is displayed when synchronization fails.