Complete the migration settings window

In the Connect to the PI Vision Server field, enter the URL for your AVEVA PI Vision server in the format https://webServer/PIVision where webServer is the name of the PI Vision web server. Click Connect.

If connected successfully, Migration Settings displays a green check .

To set the Destination PI Vision folder, click Choose and then select the AVEVA PI Vision folder in the Destination Folder Setting window in to which your PI ProcessBook displays will be migrated.

Note: To preserve links between PI ProcessBook displays when migrating them to AVEVA PI Vision, they must be migrated in the same migration operation. If PI ProcessBook displays that are linked together are not migrated together, display links may no longer work. In this case, during migration analysis a warning will appear in the Issues column indicating that linked displays are not part of the same analysis operation.

To configure the Target Display Owner, click Choose and then select the display owner from the Display Owner Setting window.

Note: The default display owner is the user running the utility. Other owners that appear on this list have previously created a display or have been granted access to AVEVA PI Vision.

To assign AF identity groups for Display Access, click Choose and then, from the Display Identities Setting window, select target identities with whom to share the displays.

• Read: Enables read access to all of the migrated displays

• Write: Enables write/edit access to all of the migrated displays

If a duplicate file name exists with the For duplicate file names setting, select an action to take :

• Skip: File will not be migrated. (Default)

• Overwrite: The file will be migrated and the version in the destination folder will be overwritten.

To preserve the PI ProcessBook file structure when you migrate to AVEVA PI Vision, select Persist folder structure from migrated item.

• If you select this option, displays that are included in the Analysis Results Details pane are placed in their parent folder, as depicted in the Analysis Results folder. This entire structure is placed under the existing folder that is selected for the migration destination folder path. If the folder name does not exist, folders are created as necessary.

• If you do not select this option, all displays that are migrated are placed under the destination folder in a flat list.

To migrate PI Calculation data sets found in the source PI ProcessBook displays, select Migrate PI Calculation data sets.

• If you select this option, PI Calculation data sets contained within a source PI ProcessBook display are ported over to the appropriate AVEVA PI Vision display.

• If you do not select this option, PI Calculation data sets are not migrated to AVEVA PI Vision. You can set up calculations in PI AF or build calculations directly in AVEVA PI Vision.

Click OK.

The selected files are migrated to the AVEVA PI Vision web server.