ALIM Web Implementation Guide

Excel Data File Format

The document index data must be captured in an Excel (.xls) file format, for example:

Valid Data Entries

Tab Field Valid Values Comment
Document Data Status
  • P – Planned
  • N – Not Approved
  • A – Approved
Planned documents may not have attached files
Responsibilities Organization Organization Code
Person Person Code
Documents Relationship Type All available relationships regardless of security
Project Relationship Type All available relationships regardless of security
Change Requests Change Number Only where the document is the AFFECTED DOCUMENT
Tags Relationship Type All available relationships regardless of security
Document Copies Create New Copy
  • Y – Yes
  • N – No
Copy Purpose
  • P – Print
  • Blank
Repos Group Valid repository group names, otherwise the default specified in the System Settings is used
Copy Type
  • M – Master
  • S – Secondary

Business Logic/Rules

  1. If the EndFlag column has a blank row, the Document Import process assumes it has reached the end of the import file and completes the process.
  2. All field values in a rejected row are logged in the error data file.
  3. The images / objects in the share area on the AssetWise Information Integrity Server/Queue server must have full permission (i.e. Read/Write properties) as these will need to be moved into the AssetWise vault.
  4. The filename (image/file) must be unique for an Import / Update routine process