Managing device type categories

Use Set Up Device Type Categories to add, edit, and delete categories. These categories are used in the I/O Device Manager to logically group the list of profiles that display, and to make them easier to locate.

When you add device types in the Add/Edit Device Type screen, you associate a category and subcategory with each device.

To view the Set Up Device Type Categories screen, click Settings > Set Up Device Type Categories.

The following table describes the parts of this screen. Detailed instructions are after the table.

Field Name

Valid Entries

Comments

Categories Options box

Create New

 

Click to begin adding a new device type that is not based on an existing type.

Edit Existing

Click to begin editing the category or subcategory name.

Delete Existing

Click to begin deleting a category. You cannot delete a category that is associated with a device type.

Category Name

If new: Type the name.

If editing or deleting, select the name from the drop-down menu.

Predefined categories do not display. Currently, there is one predefined category: Schneider Electric.

Subcategories Options box.

As with categories, you can create new, edit existing, or delete.

If new: Type the name.

If editing or deleting, select the name from the drop-down menu.

You cannot delete a subcategory that is associated with a device type.

Predefined subcategories do not display. Currently, the predefined subcategories are: Protection Device, Monitoring Device, and PLC.

Adding a category or subcategory

To add a category or subcategory:

  1. Click Create New in the appropriate box (Categories or Subcategories).
  2. In the Name field, type the name of the new category or subcategory.
  3. Click OK to save the new entry and close the screen.

Editing a category or subcategory name

To change the name of a category or subcategory:

  1. From the appropriate box, click Edit Existing.
  2. From the dropdown menu, select the category or subcategory that you want to edit.
  3. Type the new name for this category or subcategory.
  4. Click Save to make the change, or click Save & Exit to save changes and close the screen.

Deleting a category or subcategory

Predefined categories and subcategories, or those associated with a device type, do not display for deletion.

To delete a device type associated with a category or subcategory:

  1. Change to the Edit view
  2. Select the category or subcategory, then click List Device Types.
  3. Note the device types and go to the Add / Edit Device Types screen.
  4. Change the category or subcategory on that page.
  5. Return to the Set Up Device Type Categories screen to delete the category/subcategory.

To delete a category or subcategory:

  1. From the appropriate box, click Delete Existing.
  2. From the dropdown menu, select the category or subcategory that you want to delete.
  3. Click Delete.
  4. Click Yes to confirm the deletion.
  5. Click Save to save the change, or click Save & Exit to save changes and close the screen.