Batch Editing Assets

Related Products:	EMMK-101, EMMK-102, EMMK-103
Related Documents:	ISCM-0380, ISCM-0385
Type:	Operation
Keywords/Labels:	asset definition spreadsheets, batch updating device configurations
Summary:	This article describes how to edit multiple assets at one time using an exported spreadsheet and defines the various spreadsheets.

InsightCM allows users to edit multiple assets at one time using an exported spreadsheet.

Complete the following steps to update an exported asset spreadsheet and apply the changes to the asset tree in the web application:

In the navigation bar at the top of the page, click Configuration () to navigate to the Asset Configuration page.
Click the Action menu () and select Import/Export » Export Asset Spreadsheet. You can choose to export the entire asset tree or only the section you have selected.
Navigate to the exported spreadsheet on your computer and open it.
Fill out the relevant sections in the spreadsheet.
Save the file after you have finished making changes.
Back on the Asset Configuration page, click the Action menu () and select Import/Export » Import Asset Spreadsheet to display the Import Asset dialog box.
Click the Browse button () to select the exported spreadsheet from your computer and apply your changes to the asset tree.

Asset Definition Spreadsheets

InsightCM allows users to edit multiple assets at one time using an exported spreadsheet.

Asset spreadsheets contain the following tabs with their respective columns:

AssetNodes—The settings that determine the functionality of an asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- Type—The name of the asset type, such as Accelerometer, Tachometer, or true.
- Disabled—Disables the asset if set to true.
- MeasType—Indicates whether the asset acquires data as a waveform or a single point and what type of measurement you want the asset to perform. For example,
```
Waveform|Tachometer
```
- Categories—Categories that describe the asset type and determine what capabilities are available for the asset type, such as Dynamic, RotatingEquipment, or Accelerometer.
AssetNodeProperties—The properties that are available for an asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- PropertyName—The name that the InsightCM web application displays for the property.
- PropertyValue—The value you want the InsightCM web application to set for the property when you import the spreadsheet.
OperatingStates—The operating states that are available for an asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- Name—The name of the operating state that the InsightCM web application displays.
OperatingStateProperties—The properties an operating state has when it is assigned to a specific asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- OperatingState—The operating state to which the property defined in this row applies.
- PropertyName—The name of the property that the InsightCM web application displays.
- PropertyValue—The value you want the InsightCM web application to set for the property when you import the spreadsheet.
Triggers—The triggers that are available on an operating state assigned to a specific asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- OperatingState—The name of the operating state to which the property applies.
- Type—The kind of trigger you want to configure. For example,
```
EnterTrigger
```
- Expression—The expression or combination of expressions required to activate the trigger.
TriggerConditions—The trigger conditions that are available for each trigger on an operating state assigned to a specific asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- OperatingState—The name of the operating state to which the trigger condition applies.
- TriggerType—Which trigger the condition applies to.
- Type—Specifies whether the trigger is time-based, such as- Cron, Timespan, or Trend.
- Source—The feature that determines a feature-based trigger.
- Operator—How the InsightCM web application compares the trend value to the compare value (For example, Greater than or Equal to).
- CompareTo—The value that the InsightCM web application compares the trend value to.
- DwellSeconds—How long the trigger condition must be true before the InsightCM web applications activates the trigger.
Features—The features that are available for an asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- Feature—The name of the feature that the InsightCM web application displays.
FeatureProperties—The properties a feature has when assigned to a specific asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- Feature—The name of the feature to which the property applies.
- PropertyName—The name of the property that the InsightCM web application displays.
- PropertyValue—The value you want the InsightCM web application to set for the property when you import the spreadsheet.
TrendAlarmRules—Alarm rules for features assigned to a specific asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- Id—The string that other sections of the spreadsheet use to reference the alarm rule.
- TrendName—The name of the feature to which the alarm rule applies.
- Operator—How the InsightCM web application compares the trend value to the compare value. For example, Greater than or Equal to.
- OperatingState—The operating state or states to which the alarm rule applies.
- Hysteresis—An offset from the set point whose value causes InsightCM Server to clear the alarm when crossed.
- OnDelaySeconds—The amount of time, in seconds, the set point must remain crossed before InsightCM Server sets the alarm.
- OffDelaySeconds—The amount of time, in seconds, the hysteresis level must remain crossed before InsightCM Server clears the alarm.
- AutoConfigCalc—Specifies whether to automatically configure levels from baseline values.
- Disabled—Disables the alarm rule when set to true
TrendAlarmLevels—How alarm levels are calculated for specific alarm rules.
- RuleId—A string that specifies which alarm rule the level applies to.
- Severity—The urgency of the level.
- CompareTo—The value that the InsightCM web application compares the trend value to.
- AutoConfig—Specifies whether to automatically configure levels from baseline values.
AlarmActions—Specifies whether the InsightCM web application takes any action when a specific alarm is set.
- AlarmId—A string that specifies which alarm rule the action applies to.
- Severity—The urgency of the alarm level.
- ActionName—A name that distinguishes this action from others.
- Type—Specifies whether to send an email notification when the alarm is set.
AlarmActionProperties—The action the InsightCM web application takes when a specific alarm is set.
- AlarmId—A string that specifies which alarm rule the action applies to.
- Severity—The urgency of the alarm level.
- ActionName—The name of the action the property applies to.
- PropertyName—Specifies whether this property specifies an address group or an email template.
- PropertyValue—A string that specifies a particular address group or email template.
SpectralAlarmRules—Spectral alarm rules for features assigned to a specific asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- Id—The string that other sections of the spreadsheet use to reference the alarm rule.
- OperatingState—The operating state or states to which the alarm rule applies.
- Unit—Specifies the units used to measure sensor data on the asset the sensor monitors.
- Integration—Specifies the type of integration, if any, to apply to asset data to check for this rule.
- Cutoff—Specifies the frequency, in Hz, for the highpass filter when performing double integration on asset data.
SpectralAlarmLevels—How alarm levels are calculated for specific spectral alarm rules.
- RuleId—A string that specifies which alarm rule the level applies to.
- Severity—The urgency of the level.
- CompareTo—The value that the InsightCM web application compares the trend value to.
SpectralAlarmActions—Specifies whether the InsightCM web application takes any action when a specific spectral alarm is set.
- AlarmId—A string that specifies which alarm rule the action applies to.
- Severity—The urgency of the alarm level.
- ActionName—A name that distinguishes this action from others.
- Type—Specifies whether to send an email notification when the alarm is set.
SpectralAlarmActionProperties—The action the InsightCM web application takes when a specific spectral alarm is set.
- AlarmId—A string that specifies which alarm rule the action applies to.
- Severity—The urgency of the alarm level.
- ActionName—The name of the action the property applies to.
- PropertyName—Specifies whether this property specifies an address group or an email template.
- PropertyValue—A string that specifies a particular address group or email template.
FaultFrequencies—Known frequencies that are problematic for an asset so that the InsightCM web application notes them on the Data Viewer page.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- Name—A unique name for the fault frequency.
- Type—Specifies whether the fault level is in orders or frequency.
- Level—The fault level.
NamedGroups—The name of a group of fault frequencies assigned to an asset.
- FullName—The full path to the asset in the asset tree with each level separated by pipes. For example,
```
Location|Equipment|Accelerometer
```
- Type—Enter
```
fault frequencies
```
  as the value for this column.
- Name—A unique name for the fault frequency group.

Batch Updating Device Configurations with a Device Spreadsheet

Edit batch configurations in a device spreadsheet to make updates to multiple devices that you already configured in the web application.

Click Configuration () and select Devices.
Select the device(s) you want to update.
From the Action menu (), hover over Import/Export, select Export Devices Spreadsheet, and then choose whether to export configurations for devices you selected in step 2 or all devices.
The web application downloads a spreadsheet file to your computer. Create a copy of the downloaded file. If you introduce errors while editing the spreadsheet and then import the errors, you can then import the copy, which allows you to return device configurations to a working state.
Open the .xlsx device spreadsheet file.

Note

The spreadsheet contains several worksheets that define different types of device-configuration properties. The spreadsheet links related properties in separate worksheets via the names in the spreadsheet. For example, the Channels worksheet identifies which data group owns the channels by specifying the data group name as defined on the DataGroups worksheet.
Edit the properties of interest in the spreadsheet. For example, you might want to change the sample rate on multiple devices at the same time.
To apply your changes to the device configurations in the web application, return to the Device Configuration page, and select import the device spreadsheet from the Action menu ().

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Batch Editing Assets