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Demo Data and Configuration Packages

Understanding Configuration Packages​

What are Configuration Packages?​

Configuration Packages are RapidStart files containing:

  • Industry definitions - Pre-configured industries and classifications

  • Asset Setup - Number series, settings, preferences

  • Sample Assets - Demo asset records with realistic data

  • Attributes - Custom attribute definitions

  • Holders - Sample locations, customers, vendors

  • Reference Data - Supporting data for testing

When to Use Configuration Packages​

✅ Use Configuration Packages for:

  • Evaluation - Testing Asset Pro before full implementation

  • Training - Hands-on practice without affecting live data

  • Proof of Concept - Demonstrating capabilities to stakeholders

  • Development - Sandbox environments for customization testing

  • Quick Start - Pre-built structure instead of manual setup

⚠️ Do NOT Use in Production:

  • Configuration packages are for non-production environments only

  • Contains sample/demo data, not real business data

  • Intended for evaluation and training purposes

Available Configuration Packages​

Evaluation Package: PackageJML.AP.W1.EVAL.rapidstart​

Full Name: PackageJML.AP.W1.EVAL.rapidstart
Purpose: Complete Asset Pro evaluation environment
Industries Included: Fleet Management, IT Assets, Medical Equipment
Sample Assets: 20-30 demo assets across industries

What's Included​

1. Industries (3):

  • FLEET - Fleet Management

    • Classification Levels: Fleet Type, Vessel Category, Vessel Model

    • Sample Values: Commercial, Fishing, Passenger, Cargo Ship, Tanker, etc.

    • Attributes: Cargo Capacity, IMO Number, Flag Country, Vessel Condition

  • IT - IT Assets

    • Classification Levels: Department, Device Type, Model

    • Sample Values: IT Dept, Finance, Laptops, Desktops, Servers, etc.

    • Attributes: Processor, RAM, Storage, Warranty Expiration

  • MEDICAL - Medical Equipment

    • Classification Levels: Department, Equipment Category, Device Model

    • Sample Values: Radiology, Cardiology, MRI, CT Scanner, etc.

    • Attributes: Field Strength, Maintenance Contract, Certification Date

2. Sample Assets (20-30 assets):

  • Fleet: 8-10 vessels (cargo ships, tankers, fishing vessels)

  • IT: 10-12 devices (laptops, servers, network equipment)

  • Medical: 8-10 equipment (MRI, CT, X-ray machines)

3. Asset Setup Configuration:

  • Number Series: ASSET, APTR, PAPTR

  • Enable Attributes: TRUE

  • Default Industry: FLEET

  • Block Manual Holder Change: TRUE

4. Holder Data:

  • Sample Locations: MAIN, WAREHOUSE, BRANCH-EAST, BRANCH-WEST

  • Sample Customers: 3-5 demo customers

  • Sample Vendors: 3-5 demo vendors

  • Holder Entries: Pre-populated holder history for assets

5. Component Data:

  • Sample component definitions

  • Installation entries for select assets

6. Journal Batches:

  • Asset Journal: DEFAULT batch

  • Component Journal: DEFAULT batch

Importing Configuration Packages​

Prerequisites​

Before Importing:

  • ✅ Fresh BC Company - Recommended for clean evaluation

  • ✅ Asset Pro Extension Installed - Ensure extension published and installed

  • ✅ Permissions - Administrator or setup permissions required

  • ⚠️ Backup if needed - If importing to existing company (not recommended)

Warning: Configuration package imports can overwrite existing data in the same tables. Use a dedicated evaluation company for safety.

Import Process​

Step 1: Switch to Asset Manager Role Center​

  1. Choose the 🔎 icon

  2. Enter My Settings

  3. Choose the related link

  4. In the Role field, select Asset Manager

  5. Click OK

Step 2: Import Package​

image-20251215-165332.pngimage-20251215-165411.png

  1. Click Setup & Configuration → Configuration Packages

  2. Page Configuration Packages appears

  3. Select PackageJML.AP.W1.EVAL.rapidstart

  4. Click OK

  5. BC imports package definition into BC Configuration packages list

Status: Package appears in Configuration Packages list
Package Code: JML.AP.W1.EVAL (or similar)
Status: Imported (not yet applied)

Step 3: Review Package Contents​

  1. Select imported package in list

  2. Click Package → Tables or Package → Package Data

  3. Review what will be imported:

    • Asset Industry table

    • Asset table

    • Classification Level table

    • Classification Value table

    • Attribute Defn table

    • Asset Setup table

    • Holder Entry table

    • (and more)

  4. Verify tables and record counts

Step 4: Apply Package​

image-20251215-165647.png

  1. Select package in list

  2. Click Package → Apply Package

  3. Confirmation Dialog: "Apply data from package?"

  4. Click Yes to confirm

  5. BC processes package:

    • Creates/updates records in each table

    • Progress indicator shows status

    • May take 1-3 minutes depending on package size

  6. Completion Message: "Package applied successfully"

Result: Demo data now in your BC company

Step 5: Verify Import​

Verify Industries:

  1. Open Asset Industries page

  2. See: FLEET, IT, MEDICAL industries

Verify Assets:

  1. Open Assets page

  2. See: 20-30 sample assets

  3. Open Asset Card for one → verify data populated

Verify Classifications:

  1. Open Classification Levels page

  2. See: Multiple levels per industry

Verify Setup:

  1. Open Asset Setup

  2. Verify: Number Series configured, attributes enabled

Using Demo Data​

Exploration and Testing​

Recommended Activities with Demo Data:

1. Browse Assets:

  • Open Assets list

  • Review sample assets across industries

  • Open Asset Cards to see full details

  • Check classifications, attributes, holders

2. Test Holder Changes:

  • Select demo asset

  • Use Change Holder dialog

  • Transfer between demo locations

  • View Holder Entries audit trail

3. Create Transfer Orders:

  • Create transfer from MAIN to WAREHOUSE

  • Add demo assets to transfer

  • Post shipment and receipt

  • View posted transfer documents

4. Test Document Integration:

  • Create purchase order with demo vendor

  • Add demo asset lines

  • Post receipt

  • Verify holder change and asset references

5. Explore Classification:

  • View Classification Values page

  • See hierarchical structure

  • Create new classification values

  • Assign to demo assets

6. Test AI Features:

  • Open demo asset

  • Use AI Name Suggester

  • Generate suggestions based on demo properties

  • (Requires AI service configuration)

7. Run Reports:

  • Generate asset lists

  • Filter by industry, classification

  • Export to Excel

  • Test reporting capabilities

Training Scenarios​

Scenario 1: Asset Acquisition

  1. Create purchase order for demo vendor

  2. Add new asset (or existing unassigned asset)

  3. Post purchase receipt

  4. Verify holder change: Vendor → Location

  5. Review holder entries and asset references

Scenario 2: Internal Transfer

  1. Identify asset at MAIN location

  2. Create transfer order: MAIN → BRANCH-EAST

  3. Add asset lines

  4. Post shipment (asset leaves MAIN)

  5. Post receipt (asset arrives at BRANCH-EAST)

  6. Verify holder entries created

Scenario 3: Asset Sale/Disposal

  1. Identify asset to "sell"

  2. Create sales order for demo customer

  3. Add asset line

  4. Post shipment

  5. Verify holder change: Location → Customer

  6. Review sales asset reference

Scenario 4: Component Tracking

  1. Select demo asset with components

  2. Open Component Entries

  3. Review installation history

  4. Add new component via Component Journal

  5. Post journal

  6. View updated component ledger

Tip: Always use a dedicated evaluation company for testing configuration packages. This allows safe exploration of Asset Pro features without risk to production data, and enables easy cleanup when evaluation is complete.