Specify Tags Using a Template Spreadsheet

About this task

This topic describes how to specify these tags and their properties using a template spreadsheet, which is provided with the Historian ETL package. You will then export the data into an .xml file.

Procedure

  1. If you want to specify tags for Proficy Historian, access the ProficyHistTagConfigGenerateExcel.xlsx file located in the Historian ETL Extract folder. If you want to specify tags for PI Server, access the PIHistTagConfigGenerateExcel file located in the Historian ETL PI Extract folder.
  2. Optional: If you want to modify an existing tag configuration file, you can import the data from that .xml file by selecting Developer > Import.
    Tip: If the Developer tab is not available, right-click the menu bar of the spreadsheet, select Customize the Ribbon, and then select the Developer check box.
    Data from the .xml file is imported into the spreadsheet.
    Note: If an error occurs, stating that the data is not valid according to the schema, verify that:
    • You have provided values in all the red-colored columns.
    • There are no blank rows.
    • The values that you have entered are valid and of the same data type as defined for each property.
    For details, refer to the Tag Properties topic.
  3. For each tag, enter or modify values in the columns for the tag properties. A value is required in the red-colored columns.
  4. Save the file.
  5. Select Developer > Export.
    Tip: If the Developer tab is not available, right-click the menu bar of the spreadsheet, select Customize the Ribbon, and then select the Developer check box.
  6. Enter a name and location for the .xml file.
    The tag configuration file is created with the list of tags and their properties to be extracted.
    Note: If an error occurs, stating that the data is not valid according to the schema, verify that:
    • You have provided values in all the red-colored columns.
    • Values in the Name column are unique.
    • There are no blank rows.
    • The values that you have entered are valid and of the same data type as defined for each property.
    For details, refer to the Tag Properties topic.

What to do next

Extract the tag data.