Setting up Template or Checklist (Tag / Tag Group) and CAG - Tag Import / Export
ODM-Manager: Tag Import / Export
DM-Manager provides Tag Import/Export function, which enables user to export the existing ODM tags configuration into Excel format and make configuration in Microsoft Excel. This is very useful when huge number of tags is required to be configured.
Before starting the import process, user is required to ensure that the Excel file does follow the ODM format. The format can be easily found from the exported Excel file from the “Export” function. Alternatively, you can click on the “Download Template” button, to download an empty Excel template file. The import process will be failed if any of this format is not fulfilled or the value input is not validated.
To begin the import process:
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- Select the tag list Excel file location by using the “Browse” button.
- If the “Overwrite Existing Tag” button is selected, the tag settings in Excel file will replace the existing tag settings (that has the same Tag Group or Tag ID) in ODM database automatically without any confirmation or notice. This is NOT recommended unless you are 100% confirm the specific tag / tag group will be updated. Unchecked this option, if you are creating new tags and this will ensure no existing system tag configuration (that has the same Tag Group or Tag ID) will be replaced.
- Click on the “Validate Tag” button, to ensure your file format is correct. Any incorrect configuration or error found will be displayed.
- Click on “Import Tag” button to start tag importing process
Key Attentions
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- Group ID and Tag ID must be UNIQUE
Alerts: You may replace the existing tag group or tag accidentally if you happen to configure the ID which is already defined in in the system.
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- Ensure Group Name and Parent Name is pre-defined in Tag Group sheet, before it is specified in Analog tag and Message Tag sheet
- Don’t define > 1 tag group that has same Group Name and Parent Name in a same Excel file.
- Ensure all specified value is following its data format
Remainders
By default, all newly created tag group and task is accessible by the creator and all Administrator user only
Please remember to assign the User Visibility Profile to these new tag group, work center & category accordingly, before the users will have accessed from ODM-Web or ODM-Mobile
Tips: You may assign the user visibility profile to a group of users from User Group properties page
ODM-Manager: Tag Export
From the “System” menu, select the “Export Module” functions to begin the export process:
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- Click on the “Select” button.
- Select the tag group that you wish to export
- Click on “Export Tag Template” to export and generate the Excel file, which contains that tag configuration of the selected tag groups
- The generated excel file will be downloaded to the specified folder by the web browser.