Course Code: CX-04
Goal: Enable faster project setup by leveraging system templates and naming automation, improving efficiency and consistency across large commissioning projects.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Advanced (Ideal for project managers, engineers, and technicians handling large-scale BMS projects)

Resources Provided:

• System Replication and Batch Naming Guide
• Batch Editing Excel Template
• Best Practices for Data Integrity in System Replication
• Common Pitfalls Checklist for Replication Tasks

Learning Objectives

By the end of this session, participants will be able to:

• Replicate multiple similar systems across large sites efficiently.
• Export systems to Excel, batch edit names, and re-import them into CUBE Cx.
• Avoid common pitfalls when working with large replication tasks.
• Apply best practices to maintain data integrity across replicated systems.

Session Agenda

CX4.1 How to Replicate Multiple Similar Systems Across Large Sites

• Replicating Systems in CUBE Cx:
  
• Overview of replication functionality in CUBE Cx.
  
• Step-by-step guide to replicating similar systems across large sites (e.g., replicating HVAC systems across multiple floors or buildings).
   
• How to adjust system parameters for each replicated instance without affecting the original configuration.

CX4.2 Exporting Systems to Excel, Batch Editing Names, and Re-importing

• Exporting System Data:
  
• How to export system configurations and parameters to Excel for batch editing.
  
• Best practices for organizing and editing system data in Excel.
  
  
• Batch Editing System Names:
  
• How to use Excel’s batch editing capabilities to rename systems, devices, or components in bulk.
  
• Techniques for ensuring consistent naming conventions during large-scale system setups.
  
  
• Re-importing Data into CUBE Cx:
  
• How to import edited Excel files back into CUBE Cx for system updates.
  
• Verifying the integrity of data after re-import to avoid errors and inconsistencies.

CX4.3 Avoiding Common Pitfalls When Working with Large Replication Tasks

• Pitfalls in System Replication:
  
• Common errors when replicating systems across large sites (e.g., naming inconsistencies, overlooked dependencies).
  
• How to avoid mistakes that can lead to system misconfigurations and delays in commissioning.
  
  
• Ensuring Consistency Across Replicated Systems:
  • Techniques for ensuring that replicated systems are configured uniformly, preventing issues during operation.

CX4.4 Best Practices for Maintaining Data Integrity Across Replicated Systems

• Maintaining Data Integrity:
  
• How to ensure data integrity across replicated systems through proper validation and checks.
  
• Best practices for auditing system configurations to avoid errors in large-scale projects.
  
  
• Automation Tools:
  
• Using automated tools within CUBE Cx to streamline the replication process and reduce manual errors.
   
• How to validate data integrity after replication tasks and ensure systems are aligned across multiple sites.

Hands-On Preview (Optional if time allows)

• Replicate a system across a sample project and make bulk edits to system names via Excel.
  
• Import the edited system configurations back into CUBE Cx and verify the changes.
   
• Troubleshoot common replication errors and apply data validation checks.

Post-Session Action Items

• Practice replicating systems across a sample project, making bulk edits to improve efficiency.
  
• Review naming conventions for consistency across replicated systems.
  
• Test importing and exporting system data from CUBE Cx and identify potential pitfalls to avoid.
  
• Develop a checklist for maintaining data integrity during large replication tasks.

 Note: When scheduling, make sure to include this session code: CX-04.

Schedule Your One-to-One Session