Defining preferences for the creation of EAM equipment in Esri

Define preferences for HxGN EAM equipment records that you create from within the GIS system. When you define preferences, specify the equipment profile that GIS should use to create the HxGN EAM equipment record when you create features in the related GIS layer.

Note: When creating equipment records, the system populates fields based on field mapping. If there is no mapping available for a field, the system populates the field based on the GIS profile.

Based on the information you enter in the HxGN EAM Preferences pop-up, GIS can automatically create an HxGN EAM equipment record in the same layer as its corresponding GIS feature whenever you define a new GIS feature. The system will not create an HxGN EAM equipment record if the layer of the GIS feature is not listed in the preferences file.

Note: If you want to save an existing preference file in a different location, relocate the file, and then enter the new file path in Path To Preferences.

Open an existing map.
Click ArcEditor.
Click the Preferences tab.

Note: The Preferences tab on the User Information screen is currently not available in the ArcGISPro add-in.
Specify this information:

Path To Preferences

Specify the file path in which to store the HxGN EAM preferences.
Note: ArcMap saves all files as .XML files.
Click Add Preference.
Specify this information:

Profile

Specify the HxGN EAM equipment profile that ArcMap should use to create HxGN EAM equipment records.

Layer

Select the GIS layer in which HxGN EAM equipment records should appear.

Auto-create

Select if you want GIS to automatically create corresponding HxGN EAM equipment records for features that you create within GIS.

Default

Select if this preference record is the default preference record.
Note: Each profile can have only one default preference record per layer. You cannot select more than one record containing the same layer as a default record.
Click Submit.