Edit PI AF objects

You can use PI Builder to edit PI AF objects in Microsoft Excel and then publish the changes to PI AF. Through edits, you can rename objects, move objects, or change many property values. Follow this procedure to edit:

• Elements

• Attributes

• Event frames

• Transfers

• Templates

• Models

• Categories

• Enumeration sets

• Reference types

• Units of measure

• Contacts

• Notification endpoints

• Security identities and mappings

Prerequisite: Retrieve the PI AF objects into Microsoft Excel. Refer to the object-specific topic in this guide for details.

1. If necessary, add additional columns that correspond to properties that you want to change and click Retrieve to retrieve current values.

   See Set column headers in a worksheet.

2. Optional: Clear all values from the Selected(x) column in the worksheet.

   You want to mark only the rows that contain edits with an X. Clearing the column before you begin can help you track which rows changed.

3. Edit any values that you want to change.

   1. To change the object name, include the NewName column and enter the new name in that column.

   2. To change the parent and move the object in the hierarchy, include the NewParent column and enter the new parent in that column.

      Note: You cannot change all property values. Specifically, PI Builder ignores changes that you make to read-only properties. These vary by object. See Overview of column references for details.

4. In the Selected(x) column, set the value to X for any row where you edited a value, and clear the value for any row that you did not change.

5. Publish the changes to PI AF:

   1. On the PI Builder tab, click Publish to open the Publish Options window.

   2. From the Edit Mode list, select Edit Only to guard against mistakenly creating new objects.

   3. Click OK to publish the changes to PI AF.

      If any of the selected objects do not already exist, PI Builder generates an error.