Assisted Setup

Use Assisted Setup for data migration and basic setup tasks in EAM-BC

Introduction

Assisted Setup enables you to easily perform data migration and quickly complete setup tasks related to Assets, Work Orders, Users, and much more.

All articles related to data migration and assisted data setup are intended for administrators who set up and maintain Work Order data and Asset data in EAM-BC.

Prerequisite

You have installed a valid license for Enterprise Asset Management (EAM-BC) for Business Central.

Audience
Sysadmin, Partner Consultant

Migrate Business Data

Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

Use the Asset Data Migration Wizard to easily migrate Asset data from your previous ERP system to EAM-BC. The Asset data wizard allows you to migrate:

Asset data:

  • Asset No.
  • Description
  • Status
  • Condition
  • Category
  • Criticality
  • Asset Parent No.
  • Location data: Location, Latitude, Longitude, Level
  • Product and tracking dimensions: Model, Serial number, Manufacturer
  • Notes
  • Virtual Asset
  • Assigned To
  • Warranty No.

Asset Item data:

  • Asset No.
  • Item No.
  • Variant Code

Asset Attributes data:

  • Asset No.
  • Attribute Name
  • Attribute Value

Fixed Asset Relation data:

  • Asset No.
  • Fixed Asset No.

Learn more in this video: Migrate Asset Business Data, or follow these steps:

  1. On your role center, open the Asset Data Migration Wizard by selecting the Settings button at the top of the screen > Assisted Setup, or search for and select Assisted Setup.
  2. In the Assisted Setup list > Migrate data to Dynaway EAM section, select Migrate assets and go through the wizard.
  3. Download the Excel templates and add your Asset data.
  4. Upload the file and migrate the data.

To learn more about how to set up a configuration package, refer to Microsoft D365BC documentation: Prepare a Configuration Package.

To learn more about the general setup, refer to Microsoft D365BC documentation: Setting up Business Central.

Migrate Asset Data

Migrate Counters and Measurements

Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

Use the Counters and Measurements Data Migration wizard to easily migrate Counter and Measurement data from your previous ERP system to EAM-BC. The migration data wizard allows you to migrate:

Counter data:

  • Counter No.
  • Name
  • Category
  • Max. Counter Reading

Counter Journal line data:

  • Journal Template Name
  • Journal Batch Name
  • Line No.
  • Reading Date
  • Counter No.
  • Reading Value

Measurement data:

  • No.
  • Name
  • Unit of Measurement
  • Max. Allowed Value
  • Min. Allowed Value

Asset Measurement data:

  • Asset No.
  • Measurement No.

Learn more in this video: Migrate Counter and Measurement Data, or follow these steps:

  1. On your role center, open the Counters and Measurements Data Migration wizard by selecting the Settings button at the top of the screen > Assisted Setup, or search for and select Assisted Setup.
  2. In the Assisted Setup list > Migrate data to Dynaway EAM section, select Migrate counter and measurements and go through the wizard.
  3. Download the Excel template and add your data.
  4. Upload the file and migrate the data.

If you see error messages during data migration, refer to Microsoft D365BC documentation: Prepare a Configuration Package.

Migrate Work Order Plans

Refer to the article Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

Use the Work Order Plans Migration Data Wizard to easily migrate Work Order Plans data from your previous ERP system to EAM-BC. The Work Order Plans data wizard allows you to migrate:

  • Work Order Plans
    • Work Order Plan No.
    • Asset No.
    • Category
    • Priority
    • Description
    • Instruction
    • Frequency Type
    • Start Date
  • Work Order Plan Items
    • Document No.
    • Line No.
    • Item No.
    • Unit of Measure
    • Estimated Quantity
    • Variant
  • Work Order Plan Resources
    • Document No.
    • Line No.
    • Work Type
    • Resource No.
    • Unit of Measure
    • Estimated Quantity

Learn more in this video: Migrate Work Order Plans.

If you migrate Items and Resources to existing Work Order Plans, those Work Order Plans must have status 'Open' in EAM-BC.

  1. Open the Work Order Plans Migration Data Wizard by selecting the Settings button at the top of the screen > Assisted Setup.
  2. In the Assisted Setup list > Migrate data to Dynaway EAM section, select Migrate work order plans and go through the wizard.
  3. Download the Excel template and add your Work Order Plans data.
  4. Upload the file and migrate the data.

To learn more about how to set up a configuration package, refer to Microsoft D365BC documentation: Prepare a Configuration Package.

To learn more about the general setup, refer to Microsoft D365BC documentation: Setting up Business Central.

Migrate Asset Warranties

Refer to the article Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

Use the Warranty Data Migration Wizard to easily migrate data regarding Asset Warranty from your previous ERP system to EAM-BC. The data wizard allows you to migrate:

  • General data:
    • Warranty No.
    • Description
    • Status
    • Start Date
    • Expiration Date
    • Notification Date
    • Manufacturer
    • Notes
  • Vendor data:
    • No.
    • Name
    • Name 2
    • Address
    • Address 2
    • City
    • Phone No.
    • Country/Region Code
    • Post Code
    • State
    • Email
    • Home Page

Learn more in this video: Migrate Asset Warranties, or follow these steps:

  1. On your role center, open the Asset Migration Data Wizard by selecting the Settings button at the top of the screen > Assisted Setup, or search for and select Assisted Setup.
  2. In the Assisted Setup list > Migrate data to Dynaway EAM section, select Migrate asset warranties and go through the wizard.
  3. Download the Excel template and add your Asset Warranty data.
  4. Upload the file and migrate the data.

To learn more about how to set up a configuration package, refer to Microsoft D365BC documentation: Prepare a Configuration Package.

To learn more about the general setup, refer to Microsoft D365BC documentation: Setting up Business Central.

Assets Wizard

Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

The Asset wizard helps you to quickly set up data related to Assets. When you go through the wizard, we'll provide predefined Asset data. You can also set up your own data as you require.

Learn more in this video: Assets Setup.

  1. Open the asset data wizard by selecting the Settings button at the top of the screen > Assisted Setup.
  2. In the Assisted Setup list > Get started with Dynaway EAM section, select Set up assets.
  3. Select an industry, if relevant.
  4. Set up Maintenance Employees.
  5. Set up your preferred number series.
  6. Next, you set up the following data. We provide sample data for all the forms, and you can also create your own data as you go through the wizard.
    1. Asset Statuses
    2. Asset Conditions
    3. Asset Attributes
    4. Asset Categories
    5. Asset Locations
    6. Downtime
  7. Select Finish on the last setup screen to complete the Asset data setup.

Asset Warranties Wizard

Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

The Asset Warranties wizard helps you to quickly set up data related to Asset Warranty. When you go through the wizard, we'll provide predefined Warranty setup data. You can also set up your own data as you require.

Learn more in this video: Asset Warranties Wizard, or follow these steps:

  1. Open Asset Warranties Setup by selecting the Settings button at the top of the screen > Assisted Setup, or search for and select Assisted Setup.
  2. In the Assisted Setup list > Get started with Dynaway EAM section, select Set up asset warranties.
  3. Select an industry, if relevant.
  4. Set up preferred number series for Warranty and Claim.
  5. Next, you set up the following data. We provide sample data for all the forms, and you can also create your own data as you go through the wizard.
    1. Asset Warranty Statuses
    2. Claim Event Types
    3. Parameters for Asset Warranties and Claims
  6. Select Finish on the last setup screen to complete the Asset Warranties setup.

Document Storage Wizard

Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

You have two storage options regarding asset and work order documents:

  • Embedded: Select this option if you use small files. Files are saved in D365BC.
  • Azure Blob Storage: Select this option if you use large files. This option requires a blob storage account in Microsoft┬« Azure┬«. Additional costs are related to setting up a blob storage account.

Refer to Microsoft documentation regarding storage account options in Azure: Storage account overview.

Learn more about how to set up document storage in EAM-BC in this video: Set Up Document Upload.

  1. Open the asset data wizard by selecting the Settings button at the top of the screen > Assisted Setup.
  2. In the Assisted Setup list > Advanced setup in Dynaway EAM section, select Set up documents upload.
  3. Select the Default Storage Provider.
  4. If you use Azure Blob Storage, provide storage account information in the Azure Storage section.
  5. Select Close to save the setup.

Forms Wizard

Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

The Forms wizard helps you to set up data related to Dynaway Forms, which are used in Work Order Checklists.

Learn more in this video: Forms Wizard, or follow these steps:

  1. Open Forms Setup by selecting the Settings button at the top of the screen > Assisted Setup, or search for and select Assisted Setup.
  2. In the Assisted Setup list > Get started with Dynaway Forms section, select Set up forms.
  3. Set up your preferred number series.
  4. Next, set up the Form Template Categories you want to use. For other setup wizards we provide sample data, but not in this case because Dynaway Forms uses standard D365BC functionality.
  5. Select Finish on the last setup screen to complete the Forms setup.

Maintenance Employees

Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

You can assign a user or a user group to an Asset. This means that those employees are assigned to work on the Work Orders that are created for the Asset.

This step is mandatory in EAM setup. User setup is required before you can create Assets.

Learn more in this video: Set Up Maintenance Employees and Groups.

The procdure below describes how to set up Users and User Groups.

  1. Open the asset data wizard by selecting the Settings button at the top of the screen > Assisted Setup.
  2. In the Assisted Setup list > Get started with Dynaway EAM section, select Set up maintenance employees/groups.
  3. You see a list of predefined employees and groups. Edit the list as you require.
  4. You set up new users in the Microsoft 365 Admin Center. A message is shown on the screen if you try to create a new user in the Users form that opens.
  5. If you add a new group, select Group Members to add users to the group.
  6. You can also add Work Types to a group, if required.
  7. If you set up users, add the Resource No. that that is related to the user.
  8. Select Close to save the setup.

Refer to Microsoft documentation to learn more about the setup of users and profiles in Dynamics 365BC: Manage Profiles.

Maintenance Log

Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

You can select which events (created, changed, deleted) to show in the Maintenance Log regarding different entity types, for example, Assets, Work Orders, and Work Order Plans.

Learn more in this video: Set Up Maintenance Log.

  1. Open the asset data wizard by selecting the Settings button at the top of the screen > Assisted Setup.
  2. In the Assisted Setup list > Advanced setup in Dynaway EAM section, select Set up maintenance audit trail.
  3. The Asset entities are enabled by default. You enable/disable an entity type by selecting the Enabled check box for that entity type.
  4. Select Close to save the setup.

Work Order Wizard

Refer to the article Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

The wizard helps you to quickly set up data related to Work Orders. When you go through the wizard, we provide predefined Work Order data. You can also set up your own data as you require.

Refer to the articles below for descriptions of the different data types included in the Work Order Wizard setup.

Learn more in this video: Setup for Work Orders.

Set Up Work Order Data

  1. Open the wizard by selecting the Settings button at the top of the screen > Assisted Setup.
  2. In the Assisted Setup list > Get started with Dynaway EAM section, select Set up work orders.
  3. Select an industry, if relevant.
  4. Set up Work order number series for:
    1. Work Orders
    2. Work Order Plans
    3. Posted Work Orders
    4. Checklists

Set Up Work Order Plan Parameters

In the Work Order wizard, you set up data related to Work Order planning.

  1. In the How many days ahead should work orders be planned field, insert number of days before due date on a Work Order. This is the planning horizon, which means that when running a Work Order Planning, Work Orders will be created for the period inserted here, for example, the next 14 days. There is one active Work Order per Work Order Plan.
  2. In the How many days in the past should work orders be shown in reports field, insert number of days that an employee is able to see posted Work Orders in the past. Example: If you insert "20" in this field, you may be able to see posted Work Orders for the last 20 days in the Posted Work Orders list, depending on your role setup in EAM-BC.
  3. Activate the Do you want to plan additional expenses for work orders toggle button if you want to be able to add expenses to a Work Order Plan.
  4. Activate the Do you want to create work order when plan is released toggle button if a work order should be automatically created when you release a Work Order Plan.

Set Up Work Order Priorities

In the Work Order wizard, open the Work Order Priorities form and create the priorities you want to use for Work Orders, for example, 'Medium', 'High', and 'Critical'.

Refer to the article Work Order Priorities for more information.

Set Up Work Order Categories

In the Work Order wizard, open the Work Order Categories form and create the categories you want to use for Work Orders. Categories define different types of Work Orders.

Refer to the article Work Order Categories for more information.

Set Up Work Order Waiting Reasons

In the Work Order wizard, open the Work Order Waiting Reasons form and create the reasons you want to use to describe Work Orders that are delayed.

Refer to the article Work Order Waiting Reasons for more information.

Set Up Counter Categories

In the Work Order wizard, open the Counter Categories form and create categories, if you use Counters on your Assets.

Refer to the article Counter Categories for more information.

Set Up Measurement Units

In the Work Order wizard, open the Measurement Units form and create units, if you use measurement registrations on your Assets.

Refer to the article Measurement Units for more information.

  • Select Finish on the last setup screen to complete the Work Order data setup.

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