Manage the tag dictionary

The AVEVA Insight tag dictionary is the metadata repository that describes the structure of each tag within each of the data sources used by your team. AVEVA Insight provides an Excel add-in called the Configuration Assistant that lets you manage data tags for your team.

About the Configuration Assistant for AVEVA Insight add-in

With the Configuration Assistant, you can:

• Work with one AVEVA Insight solution at a time. If you need to switch between solutions to work with a second tag dictionary, select to select a different AVEVA Insight solution.

• Download the entire tag dictionary, or refine the items you see.

• Delete tags, make changes to individual tags, or do bulk updates.

  Note: Changes made to tags with the Configuration Assistant are not processed in real-time. If you delete a tag using the Configuration Assistant and decide to restore the tag via CSV/JSON upload, you must wait at least five minutes for AVEVA Insight to process any cached actions before the tag can be successfully re-added to your solution.

  Important: In your browser, you must unblock pop-ups so that the Configuration Assistant add-in can run.

Prerequisite

Before you can use the Configuration Assistant add-in, you must have one of the following:

• A Microsoft Office 365 subscription that includes Excel, version 1601 (Build 6741.2088) or later.

• Free version of Excel Online

• Microsoft Office Online (includes Excel)

  Notes: This add-in uses the ExcelApi 1.2. For more information about other versions of Excel that are compatible, see https://docs.microsoft.com/en-us/office/dev/add-ins/overview/office-add-in-availability.

Then you can find this add-in in the Microsoft Office Add-ins store and install it.

To edit tag metadata in the tag dictionary

1. Select Administration from the navigation rail.

2. Select Tag Dictionary.

3. If prompted, use your Microsoft account credentials to sign in.

   You'll see an Excel worksheet with the Configuration Assistant add-in pane on the right.

   

4. To view all data tags in the worksheet:

   • Select Import All.

     Or, to see a subset of tags:

   1. Select Refine My Data.

   2. Type the data source name or beginning letters of the full data name to narrow the results list. For example, you could type "SouthWell" to see all data tags from the "SouthWell" data source.

      

   3. Select Import.

5. In the worksheet, make changes as needed to the data tags.

6. In the add-in pane, select Save.

   This updates your data tags in AVEVA Insight with the changes you have made.