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Do you know the options for adding datasets in Blue Mountain RAM? Read the following to reinforce and supplement your knowledge.

Datasets are added through Blue Mountain RAM System Configuration. A dataset is created underneath a dataset group underneath a site. Datasets have settings that can be custom configured and settings that are inherited. A dataset will inherit the form setup of its “parent” site (site scope records) and “parent” dataset group (dataset group scope records).

Site Scope Record Forms:          

  • Personnel Activity
  • Vendor
  • Purchase Request
  • Purchase Order
  • Personnel Events
  • Personnel
  • Meters
  • Standards
  • Inventory
  • Request 
  • User Assets

Dataset Group Scope Record Forms:

  • Where Used
  • Measurement Data
  • Work Plan
  • WP Template
  • Log Book
  • Manufacturing (Lot; Process)
  • MD Template
  • Work
  • Events
  • Assets

A dataset may make its own DataSource choices for the fields it inherits. For example, Datasets A and B both have a “Supervisor” field but each can attach their own separate supervisor list to that field.

Adding A New Dataset Under An Existing Site And An Existing Dataset Group
This option means you will only have to configure the new dataset, and the new dataset will have the same forms as the parent site and parent dataset group.

Adding A New Dataset Under An Existing Site And Creating A New Dataset Group
This option means you will have to configure both a new dataset group and the new dataset. The new dataset will have the same forms as the parent site and its dataset group forms will be however you design the forms in the new dataset group. Use this option if the new dataset cannot use the dataset group forms of any existing dataset group.

Creating A New Site, A New Dataset Group, And Adding A New Dataset
This option means you will have to configure a site, a dataset group, and the new dataset. The new dataset’s forms will be however you design the forms in the new parent site and new dataset group. Use this option if the new dataset cannot use the site scope forms of an existing site. When a new site is created, a new dataset group is always created as well.

“Add Similar”
Besides “Add New”, a dataset (and site and dataset group too) can be created with “Add Similar”. Certain configurations will be copied and certain configurations will not be copied. Please see the following site scope lists. Listed items that reoccur at lower scopes are also copied or not copied as the items are at the site scope (to perform Add Similar, highlight the particular dataset, dataset groups, or site in the left panel. In the right panel, right-click the source dataset, dataset group, or site for the new dataset, dataset group, or site, and select “Add Similar”).

Configurations Copied From The Existing Site To The New Site:

  • Scope Settings
  • Field Properties
  • Data Sources
  • Workspaces
  • Record Links
  • Pick Lists
  • Data Trees
  • Numbering Counters And Sequences
  • Rules (copies are in “Design” Rule Status)
  • Report And Document Categories
  • Groups
  • Queries (Public Only)
  • Location Model
  • One Dataset Group and One Dataset

Configurations NOT Copied From The Existing Site To The New Site:

  • Codes and Classes: Craft, Asset, Measurement, & Standard
  • Report And Document Sources
  • Rights Assignments to Groups or Users
  • Rights Assignments for Rules
  • Rights Assignments to Queries (except for the user creating the site)
  • Location Tree
  • Lookup Field Sets
  • Group Lists
  • Additional Dataset Groups and Datasets
  • Scope Notifications
  • User Login Records

For detailed information, consult your Blue Mountain RAM manuals. If necessary, contact us for downloads of the manual PDFs. Consider attending a Blue Mountain Regulatory Asset Manager Training to learn all these things and many, many more! Visit www.coolblue.com to learn more about training and schedules. Also, please call and speak with your Enterprise Sales Manager at 800-982-2388.