Specify Tags Using a New Spreadsheet

About this task

This topic describes how to specify these tags using a new spreadsheet. You will then export the data into an .xml file.

Procedure

  1. Create a Microsoft Excel file.
  2. Enter column names matching the names of the tag properties.
  3. 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.
    Note: If a message appears, stating that the .xml file is not linked to schema, ignore the message.
  4. Import the schema:
    1. Select Developer > Source > XML Maps > Add.
      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.
    2. If you want to specify tags for Proficy Historian, select the ProficyHistTagConfigSchema file located in the Historian ETL Extract folder. If you want to specify tags for PI Server, select the PIHistTagConfigSchema file located in the Historian ETL PI Extract folder.
  5. Map each column name with each entry under Taglist in the XML Source section. To do so, select each column name, and then double-click the corresponding property under Taglist.
    Each property under Taglist changes to bold formatting, indicating that it is mapped to the corresponding column.
  6. For each tag, enter or modify values in the columns.
  7. Select Design > Properties, select the Validate data against schema for import and export check box, and then select OK.
  8. Save the file.
  9. Select Developer > Export.
  10. 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.