Import or Sync from XFMEA
If your organization uses ReliaSoft XFMEA or RCM++ for FMEAs or Reliability Centered Maintenance analysis, you can import or synchronize data for parts and failure modes that you are tracking in XFRACAS.
To use this feature, you must have the "Manage Templates" and "RS Desktop - Read Failure Mode Data" permissions in XFRACAS. It also requires a user account for ReliaSoft desktop applications with the same domain\username as the XFRACAS account and access to at least one desktop project that has FMEA/RCM data.
When a template part in XFRACAS is "associated" with an item in the desktop applications, you will be able to synchronize the following:
- Part Name
- Part Number and Version (if enabled and populated in the desktop project)
- Item Category (if the XFRACAS entity uses this type of detail field for template parts)
- Failure Modes and Root Causes
Note: The desktop applications provide similar options for users with the required permissions. (See Import or Sync from XFRACAS in the XFMEA/RCM++ documentation.) In both XFRACAS and the desktop applications, the import and sync features modify data only in the application that you are using. For example, if you want to copy the latest data from XFMEA into XFRACAS, use the commands in XFRACAS. Alternatively, to copy recent changes from XFRACAS into XFMEA, use the commands in XFMEA.
XFMEA Import
To create a new XFRACAS template by importing items from the desktop application, choose System > Template > XFMEA Import.
In the XFMEA Import dialog box, select the desktop analysis Project you want to import from and a System within that project. (This can be any desktop project you have permission to edit that contains a system hierarchy defined in XFMEA or RCM++.)
If you want to create Failure Modes and Root Causes for the new template parts based on FMEAs performed in the desktop application, select Import failure modes with template.
Sync with XFMEA
When you are editing an XFRACAS template that has parts "associated" with items in the desktop applications, you can choose to update the XFRACAS data to reflect changes that have been made in the desktop applications. To do this, select the part and choose System > Part > Sync with XFMEA.
In the XFMEA Sync window, use the check boxes to specify what you want to update:
- The properties of the currently selected part
- The failure modes and root causes associated with the currently selected part
- The subcomponents of the currently selected part
- The failure modes and root causes associated with the subcomponents
This will update records that are already "associated" and import new records if applicable. It will not affect any template parts and failure modes/causes that exist only in XFRACAS and are not "associated" with records in the desktop analysis.
Remove XFMEA Association
When you are editing an XFRACAS template that has parts "associated" with items in the desktop applications, you can choose to remove the association for a single part or for all parts in a branch of the hierarchy. To do this, select the part and choose System > Part > Remove XFMEA Association.
In the XFMEA Association window, uses the check boxes to specify which part(s) to update:
- The selected part
- All subcomponents of the currently selected part
Part Number Not Required in Desktop Applications
In ReliaSoft desktop applications, the part number and version properties can be enabled or disabled in each analysis project, and they are not required to be entered for each item.
In XFRACAS, a part number must be entered for each template part. When users report incidents for a serialized system, they must enter a valid combination of serial number and part number.
Therefore, if you will be importing desktop items into XFRACAS, we recommend to make sure the Part Number field is enabled for the desktop analysis project(s) and populated for each item prior to importing or synchronizing in XFRACAS.
Using the Item Category Field
In ReliaSoft desktop applications, the Item Category provides a way to find, filter and group analysis data. When an organization defines item categories based on system hierarchies defined in XFMEA or RCM++, users can apply an appropriate category for the desktop analyses, diagrams and resources that are associated with each item. (See Item Categories in XFMEA/RCM++ in the XFMEA/RCM++ documentation.)
In XFRACAS, a special type of "Item Category" detail field provides the same list of item categories that is available in desktop applications. If this field is enabled in the entity for template parts, the categories assigned via desktop applications will be imported and synchronized for template parts in XFRACAS. Likewise, if you edit or create new template parts in XFRACAS that will later be imported or synchronized into the desktop analysis, you can use this field to assign the appropriate category.