Create transfers
- Last UpdatedJan 11, 2023
- 2 minute read
- PI System
- PI Server 2018
- PI Server
Default In and Out transfer ports with Boundary and Node connection types are automatically created for every transfer.
You create a transfer in the Event Frames browser.
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In the navigator, click Event Frames.
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In the Event Frames browser, click the Transfer Searches (or Recent Transfers) collection.
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To create a new transfer, choose one of the following actions:
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On the toolbar, click the New Transfer button.
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In the Event Frames browser, right-click the Transfer Searches collection and click New Transfer.
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In the viewer, right-click and click New Transfer.
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In the Choose Transfer Template window, choose an existing template for the transfer. Although not recommended, you can also choose <None>.
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Optional. To assign the transfer to a category, select one from the Templates of category list.
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Click OK.
The new transfer is displayed in the viewer with three tabs for configuring the transfer. In the General tab, a default name for the new transfer is displayed based on the naming pattern, as well as a default start time.
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Optional. Replace the default name with a unique name and enter a description for the transfer in the Name and Description fields.
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Optional. You can organize objects by grouping them into categories. To browse the available categories, click
. See Object categorization for more information.
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In the Start time and End time fields, enter the start and end times for when the transfer takes place. To browse for a date, click
.
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In the Source and Port fields, select the element and port providing the material of the transfer.
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In the Destination and Port fields, select the element and port receiving the transfer.
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If the transfer is based on a template, a read-only value is displayed in the Default Attribute field. However, if you are creating a transfer manually, you can select a default attribute after you have added attributes in the Attributes tab.
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Optional. To add an annotation to the transfer, click Annotations. For more information, see Add annotations to transfers.
If the Allow Extensions check box is selected in the transfer template or you are creating a transfer manually, follow these additional steps.
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Use the Attributes tab to define an attribute for each property or data item. See Create attribute templates.
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Use the Ports tab to define additional ports that define end-points for connections between transfer elements, or to modify the default In and Out ports. For more information, see Create transfer ports.