Edit a CONNECT to PI draft transfer

Note: You can edit saved transfer settings and add or remove streams only if the transfer has not been started. A transfer that has been created but not started is marked Draft.

To edit a draft version of a transfer:

1. In the PI Agents page, select CONNECT to PI Agents from the agents dropdown selector.

2. Select the agent that contains the transfer you want to edit.

3. Identify the transfer marked Draft that you want to edit.

4. Select Edit under the appropriate transfer in the agent details pane.

5. To add streams to a transfer, enter search criteria on the Search for… box, select the streams, then select Add.

6. To remove a stream from a transfer, select the  icon next to the stream. The State changes to Removed.

7. To enter a custom PI Point name for a stream:

   1. Hover over a stream and select the icon.

   2. Select Custom Name.

   3. Enter a name in the Custom Name box.

   4. Select Update.

8. To edit transfer settings, select  Settings and then perform the desired action(s):

   • To change the transfer name, enter a new name in the Name box.

   • To change the Start Time or End Time, edit the date or time boxes or use the calendar control.

   • To change the PI Point Name Prefix, enter a new prefix in the PI Point Name Prefix box.

   • Select Apply to save these changes.

     Note: You may not change the Namespace/Data Source here. Editing the namespace or community resets all selected streams. To change your Namespace/Data Source, you will need to start a new transfer. You may change the Name, Mode, Start Time, and PI Point Name Prefix. When you are finished making changes to your settings, select OK.

9. After transfer edits are done, select Save and Close to retain these changes and return to the PI Agents page.