Import the Instrument Type Catalog from Excel

The Instrument Type Catalog catalog can be imported from an Excel spreadsheet. It can also be imported from another AVEVA Instrumentation Project (see below).

Note: Importing an Instrument type that already exists in the Project will not change details of Instruments previously created using that type. Only Instruments subsequently created will be affected.

To import from a spreadsheet

1. Click Import from Excel. The Select excel workbook to import window is displayed:

   

2. Browse for the spreadsheet that data is to be imported from and click Open. The Import Fields window is then displayed:

   

   Note: To minimize the possibility that data currently being worked on by another User may be affected by an import, a list of the Users working on the current Project is available from the UserCount link. The number of current Users is displayed next to the link. This total includes the User performing the import.

3. Select an existing Field Mapping (if one for this Import type exists) from saved mappings drop down or use the automatic mappings created by AVEVA Instrumentation and make changes to these mappings (if required).

   The Excel Column Name fields display the names of the columns in the spreadsheet. The AVEVA Instrumentation Field fields displays the instrumentation fields they are mapped to.

4. To map an Excel Column to an AVEVA Instrumentation Database (DB) field, click in the AVEVA Instrumentation Field field adjacent to the relevant Excel Column Name field, and select the required AVEVA Instrumentation field from a drop-down list. To exclude a field from the import, click Clear button in the grid against the field to be excluded, or select the blank entry from the mapping drop-down list.

   Note: AVEVA Instrumentation automatically checks each Excel Column Name from the first row in the Excel worksheet against fields names in AVEVA Instrumentation DB (if not found then field Captions, as set in the Grid Manager). If a match is found then AVEVA Instrumentation automatically adds the Field Name to the mapping list. You can select a different field from the mapping list if required.

5. Sets of column-field mappings can be saved and re-used for future imports. Define the required mappings as described above, then select the New command button. The Mapping Name and Description fields are then displayed and the New button is replaced by a Save button.

   

   Once the name and description for the mapping have been entered, click Save and the mappings will be saved and added to the Saved Mappings drop-down.

   Note: Data can also be imported by just clicking on the Import button. However it may save time to save the mappings if an import with those mappings is to be performed again.

6. AVEVA Instrumentation displays a window showing all the columns in the Excel Workbook selected earlier.

7. Once the mappings have been set up, click Import.

8. AVEVA Instrumentation will display the Import Options window from which you may choose to import reports one by one or in a batch. The batch option processes all records together then displays a differences report enabling you to accept or reject each change. The one by one option displays a differences report for each record one at a time.

   

9. Click on the required option. If field mappings are being tested, it is recommended that the Process each Record and Show Differences one by one option is selected. AVEVA Instrumentation will then process the data and show any differences in the Import Differences window:

   

10. The Import Differences window shows the differences between AVEVA Instrumentation data and proposed (imported Excel) data. If the one by one option was selected, the difference for a single tag record are listed. If the batch option was selected, differences for all records are displayed.

    • To accept the changes either, select individual field data by clicking the Accept checkbox for each, or select the Accept All checkbox at the top of this window (all individual records will be auto-selected).

    • To save the checked (accepted) data to the Project, click Save.

    • If the one by one import option was selected, the window then displays the differences for the next record, if there is one.

    • To cancel any import for the current tag record, click Close.

    • If the one by one import option was selected, the window then displays the differences for the next record, if there is one.

      Note:
      To cancel all further importing click Stop Import.

11. After the import is complete, the Import Log window is displayed:

    

    The Import Log window shows you the import status and displays the successfully imported records in the grid view.