Create a PI to CONNECT data transfer

You create a data transfer from the Agents page. A transfer can consist of PI points and AF elements or AF elements that reference at least one PI point. AF elements reference PI points via AF attributes that have a PI point data reference.

PI points can be added to a transfer explicitly using a tag search or implicitly using AF element references. For information about the difference between implicit and explicit references, see Explicit versus implicit PI points.

Before you begin: Download and install the PI to CONNECT Agent. Register your Data Archive and AF data sources using the PI to CONNECT Agent Configuration Utility.

Transfer creation consists of the following tasks:

1. Name the transfer and set data privacy settings. Assign a name, description, and optional historical start time for data retrieval.

2. Select Stream Metadata Replication Policy (High, Medium, Low, or None) to control which PI point attributes the transfer stores as metadata in SDS streams. This policy provides a level of data privacy in cases where sensitive information is stored in PI point attributes that you do not want replicated to the cloud.

3. Build an AF elements transfer list. For agents with AF server configured, search for AF elements to add to the transfer. Add AF elements to the transfer. PI points referenced by AF elements will be implicitly added to the transfer. Points added to the transfer in this manner are referred to as implicit PI points.

4. Build a PI points transfer list. Instead of or in addition to adding AF elements, you can search for PI points explicitly and add these to the transfer. Points added to the transfer in this manner are referred to as explicit PI points.

5. View transfer details.

6. Save the transfer. Before you can save a transfer, at least one implicit or explicit PI point must be added to the transfer and the implicit or explicit PI points must correspond to the same Data Archive.

   Note: If you have configured an AF server, you will not be able to create a transfer until AF indexing is complete. AF indexing status is listed on the Manage Agent tab in the Agents page.

   

Name the transfer and set data privacy settings

To name the data transfer:

7. In the navigation rail, select Data connections. Then select Agents.

8. Select the agent for the data transfer.

9. In the Manage Agent tab, select Create Transfer.

   The Transfer Settings window opens.

   

10. In the Name and Description fields, enter a name and description for the transfer.

11. (Optional) In the Historical Start Time field, enter a historical time context for the data retrieval. Be sure to enter the historical start date and time correctly to ensure all data is included in the transfer. No data before the historical start time will be captured and stored in the data store. See Transfer PI System data to CONNECT to learn more about transferring historical data.

    Note: The PI to CONNECT Agent supports transferring out-of-order events written to Data Archive.

12. To set the data privacy level for the transfer, select the Stream Metadata Replication Policy. In this context, metadata refers to PI point attributes transferred as stream metadata.

    • High: Sends all supported PI point attributes as metadata.

    • Medium: Default. Sends metadata without logical addresses from the data source.

    • Low: Sends no metadata from the data source. Locally configured metadata such as point source and local aliases is allowed (point name, point ID and point source only).

    • None: Sends only the point ID and point name; no metadata is included in the transfer.

    PI point attributes transferred with each Stream Metadata Replication Policy (data privacy) setting

    	High	Medium	Low	None
    Name	X	X	X	X
    Descriptor	X	X
    EngUnits	X	X
    ExDesc	X
    InstrumentTag	X
    PointId	X	X	X	X
    Pointsource	X	X	X
    PointType	X	X
    SourceTag	X	X
    Step	X	X

13. (Optional) To have streams and entities automatically removed from the transfer when their corresponding PI points and AF elements are removed, select the Automatically delete Streams and Entities from the cloud option.

14. (Optional) To transfer event frames that are referenced by AF elements, select the Transfer Event Frames option.

15. Select Ok.

    The transfer is created and the Transfer page opens.

Note: To modify the transfer settings, select Settings to access the Transfer Settings window and modify the name, description, historical start time, and data privacy settings as needed.

Build an AF elements transfer list

After naming the transfer, build an AF elements transfer list by setting query criteria and then selecting AF elements. You can narrow your search by filtering by element name, root element, attribute name/value, template, and category. A corresponding asset is created for every AF element in your transfer. Static AF element attributes become asset metadata.

16. On the Transfer page, select the source AF database from the AF Database dropdown list.

    

17. (Optional) Select Root Element.

18. (Optional) In the Select Root Element window, select the plus buttons to drill down to the root element in the AF database hierarchy, select a root element, then choose Select.

19. (Optional) In the Element Name field, enter search criteria to filter by part or an entire AF element name.

    Note: If you do not enter filter criteria, the search defaults to * or all.

20. (Optional) In the Attribute Name field, enter the attribute name.

21. (Optional) In the Attribute Value fields, filter attribute values by specifying the following information:

    Note: Custom units of measure (UOMs) are not supported. During the transfer of AF element data, AF elements with custom UOMs will not have their corresponding asset's UOM property set.

    • In the first field, enter an attribute name.

    • In the second field, use the dropdown list to select an operator (=, <>, <, >, <=, >=, In).

    • In the last field, enter an attribute value.

    Note: Custom units of measure (UOMs) are not supported. During the transfer of AF element data, AF elements with custom UOMs will not have their UOM property set.

22. (Optional) To narrow your search by template name, in the Template field, select a template from the dropdown list.

23. (Optional) To narrow the search by a specific AF category, in the Category field, select a category from the dropdown list.

24. To execute the query and retrieve results, select Search.

    When dealing with large data sets, a search query can take a significant amount of time. Select Cancel to stop the query if necessary.

25. In the Search Results list, select each AF element you want added to the transfer.

    A check mark appears next to each selected AF element.

    Tip: To select a range of elements, select an element, hold the Shift key, and select a non-adjacent element. To advance through multiple-paged query results, select the back and forward arrows or enter a page number in the Page field.

26. When you are done selecting elements, select Add AF Elements To Transfer.

    The elements are added to the transfer and listed on the AF Elements tab.

27. To add additional elements from other AF databases, repeat these steps.

Note: AF indexing must complete before you can view implicit PI points and start the transfer process.

View AF element details

You can view details about an individual AF element such as related attribute names, values, and data references.

28. Select an AF element on the AF Elements tab.

29. Select View Details.

    The AF Element Information side sheet opens and displays details about AF element attributes.

30. To view the paths of referenced AF elements, select the Reference AF Elements tab.

31. (Optional) To view health messages for the selected AF element, select the Health Events tab.

32. To view details for another AF element, deselect the currently selected element, and then select a different element in the transfer list.

33. To close the AF Element Information side sheet, select X in the upper-right corner of the side sheet.

Build a PI points transfer list

You build a PI points transfer list by setting query criteria and then adding the desired PI points. A PI points transfer list may contain both implicit and explicit PI points. See Explicit versus implicit PI points for more information.

To build a PI points transfer list:

34. Select the PI Point Search tab.

35. To filter the results, do the following:

    Criteria To Filter By	Action To Take
    Common PI point attributes	Enter criteria (or * to retrieve all PI points) in any of the following fields: Name (alias for tag attribute) Point Source
    Point descriptions	Enter criteria in the following fields: Descriptor Extended Descriptor
    Engineering units	Enter criteria in the Engineering Units field.
    PI point type	Select one of the following point types from the Point Type dropdown list: Float32 Float64 Int16 Int32 Digital Timestamp String
    Specific location code(s)	Enter up to five location code values in the Location Codes field.

36. (Optional) To collapse or expand the criteria section, select the Search Criteria bar.

37. To execute the query and retrieve matching results, select Search.

    When dealing with large data sets, a search query can take a significant amount of time. Select Cancel to stop the query if necessary.

38. In the Search Results area, select each PI point to add to the data transfer.

    A check mark appears next to each selected PI point.

    Tip: To select a range of PI points, select a PI point and then hold Shift and select a non-adjacent PI point. To advance through multiple-paged query results, select the back and forward arrows or enter a page number in the Page field.

39. When you are done selecting PI points, select Add PI Points to Transfer.

    The points are added to the transfer and listed on the PI Points tab.

Explicit versus implicit PI points

PI points added to a transfer are assigned one or both of the following reference types:

• Explicit – PI points directly retrieved from a Data Archive.

• Implicit – PI points referenced by AF element attributes that have been retrieved by searching an AF server.

The reference type for each PI point is listed in the Reference Type column on the PI Points tab.

It is possible for a PI point to be included in the transfer list as both explicit and implicit reference types if:

• You add an explicit PI point to a transfer and then later add an element that references the same PI point.

• You add an element to a transfer that references a PI point and then later add the same explicit PI point.

Streams created for PI point types

Transferred streams have an ID in the format PI_[DataArchiveServerName]_[PIPointIDNumber] and Name=[TagName]. For additional details on naming, including data privacy concerns, see Usage of server names and alternate display names within CONNECT.

UOMs and InterpolationMode are set directly on the stream in certain circumstances, as described below.

Stream types created for PI point types

The following table shows the stream types created for the corresponding PI point types.

View PI point details and hide implicit PI points

You can view attribute details for selected PI points in a transfer. Implicit PI points are PI points referenced only by AF elements in a transfer. You can hide implicit PI points to temporarily remove them from view on the PI Points tab. Hidden implicit PI points are still included in a transfer unless the referencing AF elements are removed from the transfer list.

40. In the Transfer side sheet, select the PI Points tab.

41. Select a PI point and select View Details.

    The PI Point Information side sheet opens.

42. To view the path of any AF elements that reference the PI point, select the Source AF Elements tab.

43. (Optional) To view health messages for the selected PI point, select the Health Events tab.

44. (Optional) To hide implicit PI points on the PI points list, turn off the Show Implicit PI Points toggle.

    Note: Implicit PI points are referenced by AF element attributes and retrieved from an AF server. Hiding implicit PI points does not remove them from a transfer.

45. (Optional) To show hidden implicit PI points, turn on the Show Implicit PI Points toggle.

46. To view another PI point's details, select a different PI point in the transfer list.

47. To close the PI Point Information side sheet, select View Details or x.

Save a transfer

Before you can transfer data to CONNECT, you must save the transfer.

48. To ensure your data transfer definition is correct and contains all the data you want transferred, review it for accuracy.

49. (Optional) Add or remove PI points and/or AF elements as needed.

50. To save the transfer and return to the PI to CONNECT agents page, select Save in the lower right-hand corner.

    Note: In order to save the transfer, it must include at least one valid PI point.