Exporting the template spreadsheet

Exporting template configuration properties to an Excel spreadsheet assembles in a single file the information to be deployed to each station. You may create and deploy more than one Excel file/template file set to complete an entire application installation or include multiple templates as part of the single Excel file. The export function generates a separate Excel worksheet tab for each template.

Prerequisites: The Template sidebar is open with the list of templates. The templates to include in the bulk deployment exist.

NOTE: In Niagara 4.7 and later, there is added support for configuring String Tag entries in the spreadsheet.

Perform the following steps:

Open the Template sidebar.
Select one or more templates, right-click, and click Export Config.
The File Chooser window opens.
Use the File Chooser to select a destination and name (extension *.xls or *.xlsx) for the exported file and click Save.
An Encrypt Document window opens. This document encryption is generally optional, but if the template contains password elements, the exported configurations must be encrypted.
If encryption is desired, enter and confirm the password for unlocking the exported file.

NOTE: An encrypted file cannot be saved in the *.xls format. A warning popup window will be displayed if this is attempted. Use the*.xlsx format instead.
A Select Templates window opens.
Click Yes to include string tags with the templates (no other tags, such as marker tags, can be included), or No to skip.
If you click Yes, another Select Templates window opens. Select a template from the drop-down list (upper left).
The system populates the table to the right of the list with the set of string tags that are attached to any component in the chosen template. These are the tags that are available for export. The Selected indicator for all tags is initially set to false.
To include a string tag, click its row in the table.
The Selected indicator changes to true.
The table at the bottom of the window contains the accumulated set of tags for export as well as the default value of the tag, which initially is blank.
To change the Default value, select the row in the bottom table.
The system displays the Tag Id in the text property at the bottom of the window.
Type in a value for the Default property and click the Set Default button.
The system populates the Default value in the accumulation table.
NOTE: The system applies the selected tags to the template from which they were selected. If multiple templates have components with the same tag you must select the tag in each applicable template.
When the accumulation table contains all the tags you need, click the OK button.
The system creates an Excel spreadsheet in the templates folder.

Exporting the template spreadsheet

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