Retrieve selected PI identities

Before you can retrieve PI identities, you need to Specify a Data Archive server.

You can use PI Builder to retrieve selected PI identities from a Data Archive into Microsoft Excel.

1. On the PI Builder tab, click Security > Data Server > Find Security Identities to open the PIIdentity Selection window.

2. From the Type list, select the PI identities that you want to retrieve.

3. If desired, filter the list of PI identities further:

   1. From the Actions list, select the search criteria:

      • Select one type of filter: Contains, Exact Match, Starts With, or Ends With.

      • Select one or more fields to search for matches: Name, Description, Identity Type, and Enabled.

   2. In the Filter field, type the text that you want to search for and press Enter.

   PI Builder returns the PI identities that match the filter in any of the selected fields.

4. Select one or more PI identities to retrieve and click OK.

   PI Builder retrieves the selected PI identities into the worksheet and fills the selected columns with available data.