Create a Configuration

A configuration contains information about how you want to publish your data. Primarily, it contains the element types and their attributes that need to be exported. You can also specify the following information:

• Filtering criteria, if any

• Mapping for the classes of the element types in AVEVA™ E3D Design to their corresponding classes in AVEVA™ Asset Information Management

• Information such as context, characteristics, properties and associations for the elements to be exported

• Presentation settings such as colour and font mapping, hotspotting for the drawings and so on

• Exports options such as the location of the staging area, context configuration and logging

The configuration is created or updated when you click Save on the Gateway Setup window. A configuration may be used for any number of exports. You can also modify and delete the configuration according to your needs.

The gateway comes with a sample configuration called DefaultConfiguration. This configuration cannot be deleted. However, you can modify it according to your requirements. For information on how to modify a configuration, see Modify a Configuration.

Important: The gateway does not validate the information you have provided while creating the configuration. Therefore, while creating the configuration, you must make sure that all values such as the filtering criteria, mappings, associations, PML expressions, IF conditions and so on are valid and meaningful to the AVEVA™ Asset Information Management Dashboard (Asset Information Management) user. Else, data may not be exported correctly or understood in the desired manner.

This section describes the high-level process to create a configuration.

To create a configuration:

1. On the Gateway Setup window, click the Add (+) icon to create a new configuration.

   Note: Alternatively, you can load the sample configuration and then modify it according to your needs. For information on how to load a configuration, see Load a Configuration and for information on how to modify a configuration, see Modify a Configuration.

2. On the General tab, provide a description for the configuration, select a logging level and provide a location for the log file. Also, provide a staging area for the output files. For information about how to perform these tasks, see Provide General Information.

3. On the Classes tab, select the required classes and apply the required filters. For information on how to select classes, see Select Classes, and for information on how to apply filters, see Apply Filters.

4. On the Drawings tab, specify the mappings for the classes and graphical data. For information on how to map items, see Map Element Types, and for information on how to map items for graphical data, see Tag Classes in Graphical Data and for information on how to specify the presentation settings, see Specify Presentation Settings.

5. On the Reports tab, specify mappings for the classes in your reports, and select the output format for your reports. For information on how to map classes for reports, see Map Items for Reports, and for information on how to select the output format for reports, see Select Output Format for Reports.

6. Click Save.

7. On the Save Configuration dialog box, type a name for the configuration in the Name box and then click OK. The configuration is created. For more information about saving the configuration, see Save the Configuration.

   Note: By default, the output is generated in the XML (EIWM) and SVG (if graphical data is being generated) formats. If required, you can change the output format to JSON. For information on how to specify a output format, see Select Output Format for Draw Data and Select Output Format for Reports.