Configure publishing settings

Use the Build tab of the Settings window to set the default options on the Publish Options window and to enable the Delete button. Options on the Publish Options window control how PI Builder publishes worksheet data into PI AF or Data Archive.

1. Open the Settings window:

   • On the PI Builder tab, in the Resources group, click Settings to open the Settings window, and then click the Build tab.

   • On the PI Builder tab, in the Build group, click the dialog box launcher to open the Settings window.

2. In the Publish area, set the preferred default settings for the Publish Options window.

   • From the Edit Mode list, select the method for processing rows when publishing data to a server:

     • Create and Edit

       PI Builder edits PI AF objects that already exist and creates objects that do not exist.

     • Create Only

       PI Builder creates new PI AF objects, and generates an error if an object already exists.

     • Edit Only

       PI Builder edits existing PI AF objects, and generates an error if an object does not already exist.

   • Select the Create or update PI points check box to have PI Builder automatically create PI points for attributes derived from templates that use PI point data references. Relevant PI points are created or updated as needed, no matter which Edit Mode is selected. (This check box is not available when publishing PI point objects to PI Data Archive.)

   • Select the Automatically create missing categories check box to have PI Builder create missing categories. (This check box is not available when publishing PI point objects to PI Data Archive.)

   • Select the Preserve Unique IDs check box to have PI Builder retain unique IDs that exist in the source XML. This option is only valid when Create and Edit is also specified in the Edit Mode list.

     Note: There is no guarantee that PI Builder will preserve unique IDs of attributes derived from templates because unique IDs of such attributes are generated based on the template's unique ID.

3. In the Delete area, select the Allow delete check box to enable the Delete button and be able to delete data from PI AF or Data Archive with PI Builder.

   By default, the Delete button on the PI Builder tab in the Build group is disabled to reduce accidental deletions.

   Note: Use caution when deleting PI points. If PI points are deleted by mistake, it could be very difficult to recover the related PI point data. For technical assistance, contact technical support through the customer portal.

4. Click OK.