Exporting User Defined Types

About this task

The Export User Defined Types function enables you to display information about User Defined Types in an Microsoft Excel worksheet. Using this function, you can export the data from Historian, add and edit the exported information, and optionally import it back into Historian. The advantage of using this feature is the capability to make changes in bulk and send them to Historian in a simple procedure without using the Administrator application.

Note: You need to have appropriate security permissions to import and export a user defined type. For more information, refer to Getting Started with Historian Guide > Implementing Historian Security for the definition of the various security levels and groups.

Procedure

Select Administration and then select Export User Defined Types from the Historian menu.
The Historian Export User Defined Types window appears.
Select a server from the drop-down list.
If you do not select a server, the add-in uses the default server.
In the Filter Criteria section, in the UserDefinedType Mask/UserDefinedType Name field, search for the sets set you want to export. You can use one of the following options that are available:
- Enter a * or do not enter any criteria. All the types appear.
- Enter a type name or name mask or description and a description mask (*) criteria. All the types matching the criteria appear.
In the Export Options section, select either the To New Worksheet, To CSV File, or To XML option.
If you select either the CSV or XML option, you must also enter a path and file name for the destination file.
Select OK to execute the Export User Defined type function. Select Cancel to cancel and close the window.
When the export function finishes, a window appears within a display of the worksheet containing the exported types and the message, Export Succeeded. Select OK to acknowledge the operation and close the window.