Import I/O Allocation Data

Instrumentation Engineer supports importing of I/O Allocations (tag to channel assignment) from an Excel spreadsheet.

• To import I/O Allocations, the Excel file must contain the following information at a minimum: Cabinet Name, I/O Module Name (or Tag), I/O module Catalog Number (Model No), Channel No (Point) and Tag No.

• Since Instrumentation Engineer I/O Modules have several User definable property fields, Users can also import additional data such as Rack, Slot, System, Chassis, etc. into those I/O module property fields by including that data in the Excel file being imported.

  Note: Tags cannot be assigned to an I/O Module through importing unless the Tag Number already exists in the Instrument List.

• Prior to importing, the Excel Worksheet must be in a simple tabular format (columns and rows) and the first row should contain unique column names (headings) so that Engineer can identify the data of the column to enable 'mapping' to Instrumentation Engineer fields.

• The column names are User-definable but must not be duplicated. Instrumentation Engineer will only import column data that contains a heading. Furthermore, the Excel file must contain the following mandatory columns/data: Cabinet Name, I/O Module Name (or Tag), I/O module Catalog number, Channel No, and Tag No.

• If the I/O Module Tag/Name does not exist, Engineer will automatically create an I/O module with that Tag/Name in the Cabinet listed in the Excel workbook.

To start the import procedure:

1. Open the Instrument List grid or the Loops grid.

2. Click I/O Allocations in the Import section of the Manage section.

   The I/O Allocation Import wizard window is then displayed:

   

3. Click Browse and select the Excel file from which data is to be imported. Click Next >.

4. The next window shows all the columns in the Excel spreadsheet to be imported. 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).

   

   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.

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

5. To map an Excel Column to an AVEVA Instrumentation field, click in the AVEVA Instrumentation field adjacent to the relevant Excel Column Name field, and select the required AVEVA Instrumentation field from a drop-down list.

6. To exclude a field from the import, click the Clear button in the grid against the field that needs 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.

7. 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.

   

8. 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.

9. Once the mappings have been set up, click Next >.

   The list of I/O Modules in the selected Excel file is then displayed.

   

10. To import the instrument allocation data for an I/O Module, check its Select checkbox. Check the Select all checkbox to check all the Select checkboxes.

11. Click Next >.

    The data in the spreadsheet is then validated. Lists of I/O Modules that cannot be imported and these reasons for this are then displayed. For example:

    

    The list of I/O Modules than can be imported is then displayed. For example:

    

12. To proceed with the import, click Import. The import then takes place.

    After the import is complete, a log of the imported document details is displayed, including the I/O allocations that have taken place as a result of the import. For example:

    

13. To exit the import wizard, click Close.