Using import templates

You can create, edit, and apply templates when you import files. You can also delete import templates. A template will include tags that you import into the Profile Editor from a project in another instance of the Profile Editor, or it will contain ICD files from an IEC 61850 device.

You will want to create a template for custom situations, like when you are importing SCL files or adding custom tags and devices.

Creating a new template during import

To create a new template:

  1. From the either type of import (Profile Editor or SCL), choose the file (.pls or .icd) that you want to import.
  2. Complete the matching for the items.
  3. Click Complete Import.
  4. At the Save Import Template prompt, click Yes.
  5. Click the New radio button, then type a name for the new template. The name must begin with a letter. It can contain alpha-numeric characters, and dashes and spaces. Click OK to save it.

In future imports, you will be able to apply this template. When you do, the system will automatically match, where appropriate, the import items with the local items.

Applying a template during import

In this procedure, you will import files, and you will either create a new import template, or you will edit an existing one.

NOTE: Be careful when applying a template; you will overwrite an existing template on the local computer with the information that you choose during matching. Once completed, you cannot undo this.

To apply an existing template:

  1. From the Set Up Projects tab, select a project for which you want to import data.
  2. Click File > Import and then choose the file (.pls or .icd) that you want to import.
  3. From the Import Template drop down list, choose the template you want to use. This is just a starting point for this import to make it quicker to match items. You will apply the template in step 7.
  4. Click Start Import.

    After the import completes, the Import Reconciliation screen displays. The list in the left-hand pane should have some exact and partial matches.

  5. As you work through the items, you must either designate that each a match or ignored.
  6. When all items are completed, click Complete Import.
  7. At the Save Import Template dialog, click No to import without applying a template. Or click Yes to either save a new template or edit the one you chose in step 3:
    • To create a new template for this import, click New, then type an Import Template Name.
    • To edit a template, click Edit, then select the template from the drop down menu. This will edit the template by adding the changes you made during matching. This cannot be undone after you click OK.
  8. Click OK.

The import is completed, and the new template is created, or the existing template is edited to include the changes you made during matching.

Deleting a template

You can delete any import template, even if it was applied during a previous import.

To delete a template:

  1. Click Settings > Remove Import Templates.
  2. At the Import Templates dialog, select the template you want to delete and then click Delete.

The template is deleted.