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PI System Management Tools

Export trusts to a file

  • Last UpdatedFeb 22, 2025
  • 1 minute read

  1. Under Collectives and Servers, select the server or collective from the left pane.

  2. In the System Management Tools pane, select Security > Mappings and Trusts.

  3. Select the Trust tab.

  4. Click the Export button (located at the bottom-right or in a dropdown).

    The Save As dialog box appears.

  5. In the Save As dialog box:

    1. Type the file path manually, if you know exactly where you want to save the file.

    2. Click Browse to navigate to the folder where you want to save the file.

  6. Click OK to save the file.

    Note: PI SMT exports PI trusts only in .xml and .dif file formats.

Convert the file to CSV (optional)

If you need the file in .csv format:

  1. Open the exported .xml file in Microsoft Excel.

  2. Save the file as CSV (.csv) format.

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