Retrieve selected security identities

Before you can retrieve security identities, you need to Specify a database.

You can use PI Builder to retrieve selected security identities from a PI AF database into Microsoft Excel.

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

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

3. If desired, filter the list of 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, and Enabled.

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

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

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

5. In the Select Object Types and Column Headers window, select the objects and column headers to include in the worksheet, and then click OK.

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