Edit a PI to CONNECT transfer

You can edit saved transfer settings and add or remove AF elements and/or PI points with Edit Mode. You must be the owner of a stream or asset to remove it from a transfer and cloud storage.

Note: Your transfer settings affect whether streams and data get replicated or deleted from cloud storage after you have removed elements or explicit PI points from a transfer. See Name the transfer and set data privacy settings for details.

To edit an existing transfer:

1. In the PI Agents page, select PI to CONNECT Agents from the agents dropdown selector.

2. Select the agent that contains the transfer you want to edit.

3. Select View/Edit Transfer.

4. In the transfer pane, select the Edit Mode toggle.

   Edit mode is enabled and the Search pane opens.

5. (Optional) To add PI points to a transfer, enter search criteria on the PI Point Search tab, select Search, select desired PI points, then select Add PI Points to Transfer.

6. (Optional) To add AF elements to a transfer, enter search criteria on the AF Elements Search tab, select Search, select desired PI points, and then select Add AF Elements to Transfer.

7. (Optional) To remove PI points from a transfer, select the PI Points tab, select the PI points you want removed, select Remove Points, then select Remove to confirm.

   Note: You can only remove explicit PI points from a transfer. To remove implicit PI points from a transfer, you will need to remove the associated AF element.

8. (Optional) To add the removed PI points back to the transfer, select Undo Last Point Removal.

9. (Optional) To remove AF elements from a transfer, select the AF Elements tab, select the AF elements you want removed, select Remove Elements, then select Remove.

   The removed AF elements are marked as Removed in the AF Elements list.

   Note: Any implicitly referenced PI points that are not referenced by another AF element will also be removed from the transfer.

10. (Optional) To add the removed PI points back to the transfer, select Undo Last Element Removal.

11. (Optional) To open the Transfer Settings dialog box and edit transfer settings, select Settings and then perform the desired action(s):

    • To change the transfer name and description, enter a new name and description in the Name and Description fields.

    • To change the transfer's historical start time, enter or select a new time in the Historical Start Time field.

    • To change the transfer's data privacy settings, select one of the Stream Metadata Replication Policy options.

    • To change whether streams or assets are removed automatically, select or deselect the Automatically delete Streams and Assets from the cloud option.

    • To change whether the agent sends status and health metrics to an SDS Stream, select or deselect the Send agent status and health metrics to an SDS Stream option.

12. After transfer edits are done, select Save to retain these changes and return to the PI Agents page.

    Note: If a transfer was started and in progress when edits were made, these changes will be processed after the transfer is saved.