Download the Excel template

  • Release version: Washingtondc
  • Updated February 7, 2024
  • 1 minute to read

    • Download the Microsoft Excel template to create and populate a Microsoft Excel spreadsheet with your existing Operational Technology data.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Industrial Workspace Admin > OT Manager > Import OT Devices - Staging table.
    2. Right-click the column heading and select Import from the list menu.
    3. Select if you want to Insert or Update records.
      Table 1. Import template
      Template Description
      Insert Use this template to add new records to a table.
      Update Use this template to change values within existing records in a table. This template contains one row for each record in the list. The current list filter determines what records the template contains.
      Download the Excel template.
    4. Clear the Include all fields in the template check box to include only the columns that appear in the list in the template.

      Certain fields in the table are updated by system processes and you cannot import values into them. An example is the Created by field, which is populated during import with the logged-in user who performs the import.

      Leave this check box selected to include all columns from the table in the template, even those columns that are hidden in the list.

    5. Select Create Excel template.
    6. In the Export Complete page, select Download to download the Microsoft Excel spreadsheet.

    What to do next

    Open the spreadsheet using your preferred application.

    Note:

    The template contains a Directions tab describing how to use the template.