Archibus SaaS / Assets / Background Data - Assets
Capital Projects / Condition Assessment / Background Data
Sustainability & Risk / Sustainability Assessment / Background Data
Assets / Asset Portal / Background Data
Assets / Assets / Background Data - Assets
Assets / Enterprise Assets / Background Data - Assets

Export and Import Classification Data

To import classifications and classification standards into Archibus, or export them from Archibus, open the Import/Export Classifications tab on the right-hand side of the Define Classifications view.

Note: When you import classifications from an Excel file, ensure numbering and placement of classifications in the spreadsheet show the desired hierarchy. Archibus imports classification data as is. Although you can edit individual classification records in Archibus, you cannot change the classification hierarchy after a data transfer is complete.

Export Classification Data

To export classifications:

  1. Load the Define Classifications view from one of the paths listed at the top of this topic.
  2. Click the Import/Export Classifications tab in the right pane.
  3. Select the desired classification standard in the Top Level drop-down list.
  4. Click Show. The selected list of classifications appears.

  5. Click the arrow icon at the far right, then select XLS or DATA in the drop-down menu.

    If you select XLS, the system immediately downloads the classification list in an Excel file. See Exporting Data to Excel.

    If you select DATA, follow prompts in the workflow to complete the transfer. See Exporting Data Using Data Transfer.

The export process writes the selected list of classifications to an Excel spreadsheet, or to a Comma Separated Values file.

Import Classification Data

To import classifications:

  1. Click the Import/Export Classifications tab in the right pane.
  2. Select the desired classification standard in the Top Level drop-down list.
  3. Click Show. The selected list of clarifications appears.

  4. Click the arrow icon at the far right, then select DATA in the drop-down menu.

  5. Follow prompts in the workflow to complete the transfer. See Importing Data Using Data Transfer.

The import process updates the classifications table with the selected list of classifications.

Import Classification Standards that Ship with Archibus

Follow these procedures to import MasterFormat and OmniClass - Table 22 classification standards into your project.

Import MasterFormat Standard

To import classifications for the MasterFormat classification standard into your project, first export the standard as an Excel data file from the HQ sample database:

  1. In the HQ sample project, open the Define Classifications view.
  2. Click the Export/Import icon at the upper right, and select DATA in the drop-down menu.
  3. Transfer Out is selected in the Transfer Action tab. Click Continue.

  4. XLS - Excel XML is selected in the Transfer Format tab. Click Begin Transfer.

  5. Wait until Job Complete appears in the Transfer Progress tab, then click csi.xlsx to download the Excel file.

Next, import the Excel file into your project:

  1. Open the Define Classifications view.
  2. Click the Export/Import icon at the upper right, and select DATA in the drop-down menu.
  3. In the Transfer Action tab, select Transfer In, then click Continue.

  4. In the Transfer Format tab, select Local File > Choose File, then select csi.xlsx in your Downloads folder. Click Begin Transfer.

  5. Wait until Job Complete appears in the Transfer Progress tab.

    The MasterFormat classification standard is imported into your project.

Import OmniClass - Table 22 Standard

  1. Open the Database Update Wizard: System / Add-In Manager / Data Dictionary / Run Database Update Wizard

  2. Select Run Script, then click Next.

    The Run Script tab of the Database Update Wizard opens.

  3. Select Server File, and paste the following path to the right of /archibus/: projects/users/public/dt/24.1.001/sample-data/app-eam/eam-common

  4. Click Refresh, then select the following script file in the drop-down list: update-sample-data.duw.

  5. Click Select File.

    Selected script file appears under Worksheet:

  6. Click Run Script on the right.

    Wait until Messages log reports successful execution.

  7. Return to the Define Classifications view to verify that OmniClass Table 22 appears at the Top Level in the left pane.

See also

Classifications and Classification Standards: Overview

Create Classification Standards and Classifications

View and Compare Classifications

Importing and Exporting Data: Overview

Data Transfer Overview

Importing Data Using Data Transfer

Exporting Data Using Data Transfer

Exporting Data to Excel

Database Update Wizard: Overview