{"id":29843,"date":"2017-08-10T14:54:54","date_gmt":"2017-08-10T06:54:54","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=29843"},"modified":"2019-11-19T12:30:53","modified_gmt":"2019-11-19T04:30:53","slug":"tips-on-filling-in-the-import-spreadsheet-4-5-0","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/importexport\/tips-on-filling-in-the-import-spreadsheet\/tips-on-filling-in-the-import-spreadsheet-4-5-0\/","title":{"rendered":"Tips on Filling in the Import Spreadsheet (4.5.0)"},"content":{"rendered":"<p class=\"intro-text\"><\/p>\n<p class=\"left-bar\">This article applies to versions 4.5.0 and earlier of P2 Server. For the latest version, see <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/importexport\/tips-on-filling-in-the-import-spreadsheet\/\">Tips on Filling in the Import Spreadsheet<\/a>.<\/p>\n<p class=\"intro-text\">The key to a successful import in P2 Server is to make sure that the import spreadsheet is in the correct format and that everything in the spreadsheet is filled in correctly. Here are some tips that should help.<\/p>\n<h2 class=\"page-subheading\">Tip 1. Know the spreadsheet\u00a0structure<\/h2>\n<p class=\"intro-text\"><strong>A. Object Types<br \/>\n<\/strong>The spreadsheet contains several tabs, which should all be completed correctly for a fully-formed asset model. Each\u00a0tab represents an <em><strong>Object Type<\/strong><\/em>,\u00a0\u00a0which relates to an element of\u00a0the Data Dictionary and determines its structure.\u00a0Tab names do not matter, but Object Type does.\u00a0There must always be an Object Type in cell A1. <br \/>\nIf a worksheet has more than 1 section, further Object Types may be present in row 1.\u00a0<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/objecttype.png\" rel=\"lightbox[3947] lightbox-0\" data-slimstat-tracking=\"false\" data-slimstat-callback=\"true\" data-slimstat-type=\"1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4107\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/objecttype.png\" alt=\"objecttype\" width=\"717\" height=\"249\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/objecttype.png 717w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/objecttype-150x52.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/objecttype-24x8.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/objecttype-36x13.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/objecttype-48x17.png 48w\" sizes=\"auto, (max-width: 717px) 100vw, 717px\" \/><\/a><\/p>\n<p class=\"intro-text\">The supported Object Types in version 4.5 are:<\/p>\n<ul class=\"intro-text\">\n<li>System<\/li>\n<li>Unit<\/li>\n<li>Datasource\u00a0<\/li>\n<li>Datasource Parameter<\/li>\n<li>Digital State Set<\/li>\n<li>Digital State<\/li>\n<li>Entity<\/li>\n<li>Tag<\/li>\n<li>Tag Property<\/li>\n<li>Dataset<\/li>\n<li>Dataset Parameter<\/li>\n<li>Dataset Parameter Value<\/li>\n<li>Calculation Tag<\/li>\n<li>Hierarchy<\/li>\n<li>Hierarchy Relationship<\/li>\n<li>Link Group<\/li>\n<li>Link<\/li>\n<li>Template Group<\/li>\n<li>Template Definition<\/li>\n<li>Template Instance<\/li>\n<li>Attribute Group<\/li>\n<li>Attribute Definition<\/li>\n<li>Attribute Value<\/li>\n<\/ul>\n<p class=\"intro-text\"><strong>B. Formatting<br \/>\n<\/strong>Column headers are formatted to guide you on what to expect. Required parameters are in bold text and optional parameters are in plain text. The red icon indicates that descriptive help text is available.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-sheet-structure.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-26453\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-sheet-structure.png\" alt=\"\" width=\"831\" height=\"267\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-sheet-structure.png 831w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-sheet-structure-768x247.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-sheet-structure-150x48.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-sheet-structure-24x8.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-sheet-structure-36x12.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-sheet-structure-48x15.png 48w\" sizes=\"auto, (max-width: 831px) 100vw, 831px\" \/><\/a><\/p>\n<p class=\"intro-text\"><strong><span id=\"Sections_and_Repeating_Instances\">C. Sections and Repeating Instances<br \/>\n<\/span><\/strong>Some worksheets have multiple sections. A section refers to a grouping of columns with respect to an Object Type.\u00a0The second\u00a0section, if it exists, may contain one or more repeating instances.\u00a0<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/sections2.png\" rel=\"lightbox[3947] lightbox-2\" data-slimstat-tracking=\"false\" data-slimstat-callback=\"true\" data-slimstat-type=\"1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4110 size-large\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/sections2-800x351.png\" alt=\"\" width=\"800\" height=\"351\" \/><\/a><\/p>\n<p class=\"intro-text\">\u00a0<\/p>\n<h2 class=\"page-subheading\">Tip 2. Know the terminology<\/h2>\n<p class=\"intro-text\">These are the\u00a0key terms you need to know to understand how P2 Server models data.<\/p>\n<table>\n<tbody>\n<tr>\n<td width=\"130\"><strong>Term<\/strong><\/td>\n<td><strong>Explanation and example<\/strong><\/td>\n<\/tr>\n<tr>\n<td><strong>System<\/strong><\/td>\n<td>\n<p>An external system which contains additional information about the assets modelled in the Data Dictionary. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/system.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-7448\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/system.png\" alt=\"system\" width=\"542\" height=\"148\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/system.png 542w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/system-150x41.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/system-24x7.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/system-36x10.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/system-48x13.png 48w\" sizes=\"auto, (max-width: 542px) 100vw, 542px\" \/><\/a><\/p>\n<p><em>Note: This tab was added in P2 Server v4.3.1.<\/em><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Unit<\/strong><\/td>\n<td>\n<p>Unit of measurement. A unit can be associated\u00a0with a tag to define the unit of values fetched\u00a0from a historian. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/units.png\" rel=\"attachment wp-att-11788 lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11788\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/units.png\" alt=\"units\" width=\"560\" height=\"189\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/units.png 560w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/units-150x51.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/units-24x8.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/units-36x12.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/units-48x16.png 48w\" sizes=\"auto, (max-width: 560px) 100vw, 560px\" \/><\/a><\/p>\n<p><em>Note: This tab was added in P2 Server v4.4.<\/em><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Datasource<\/strong><\/td>\n<td>\n<p>Defines a connection that allows P2 Server to retrieve data from an external system. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourcetab-1.png\" rel=\"attachment wp-att-11790 lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11790 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourcetab-1.png\" alt=\"datasourcetab\" width=\"1126\" height=\"172\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourcetab-1.png 1126w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourcetab-1-768x117.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourcetab-1-150x23.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourcetab-1-24x4.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourcetab-1-36x5.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourcetab-1-48x7.png 48w\" sizes=\"auto, (max-width: 1126px) 100vw, 1126px\" \/><\/a><\/p>\n<p><em>Note: The Discovery Prefix and System columns were added in P2 Server v4.4.<\/em><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Datasource Parameter<\/strong><\/td>\n<td>\n<p>The configuration for the datasource\u00a0parameters as defined by its adaptor. You can find the parameters in P2 Server Management under the \"Datasources\" menu option. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourceparametertab.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4006 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourceparametertab.png\" alt=\"datasourceparametertab\" width=\"957\" height=\"449\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourceparametertab.png 957w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourceparametertab-150x70.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourceparametertab-768x360.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourceparametertab-24x11.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourceparametertab-36x17.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasourceparametertab-48x23.png 48w\" sizes=\"auto, (max-width: 957px) 100vw, 957px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Entity<\/strong><\/td>\n<td>\n<p>An object in a hierarchy (e.g. a field, a well, or a pump). \u00a0An entity is a model of a real-world asset. Entities contain <em>attributes<\/em> that can be used to retrieve data. The entity itself does not have any data directly associated to it and it can not be 'fetched' directly.<\/p>\n<p>P2 Server supports duplicate entity names through the use of display names (Display Name column) and internal names (Name column). This allows P2 Server to refer to existing entities from another system such as Enterprise Upstream (System column) using the same names that they are known by in that system (Identifier column).<\/p>\n<p>Match up entities in P2 server with the corresponding entities in the external system, using a combination of the system ID and the entity ID from that system. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/entitytab-1.png\" rel=\"attachment wp-att-11793 lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-11793 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/entitytab-1.png\" alt=\"entitytab\" width=\"1191\" height=\"203\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/entitytab-1.png 1191w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/entitytab-1-768x131.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/entitytab-1-150x26.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/entitytab-1-24x4.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/entitytab-1-36x6.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/entitytab-1-48x8.png 48w\" sizes=\"auto, (max-width: 1191px) 100vw, 1191px\" \/><\/a><\/p>\n<p><em>Note: In v4.3.1, Display Names were added and the Native Names sections were replaced with System Identifiers sections.<\/em>\u00a0<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Tag<\/strong><\/td>\n<td>\n<p>A tag in P2 Server is an item that returns data. \u00a0These tags are assigned to <em>attributes<\/em> of an entity. In this sheet, <em>tag<\/em> refers specifically to a\u00a0historian tag that returns time-series data.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tag-tab-1116.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22622\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tag-tab-1116.png\" alt=\"tag-tab-1116\" width=\"1200\" height=\"181\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tag-tab-1116.png 1402w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tag-tab-1116-768x116.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tag-tab-1116-150x23.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tag-tab-1116-1280x194.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tag-tab-1116-24x4.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tag-tab-1116-36x5.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tag-tab-1116-48x7.png 48w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n<p><em>Note: The Creation\u00a0Prefix, Display Range Minimum, Display Range Maximum, and Unit columns were added in P2 Server v4.4.<br \/>\nThe Default Timebase, Interpolation, Decimal Places, and Scan Rate columns were added in P2 Server v4.4.5.<\/em><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\u00a0<strong>Tag Property<\/strong><\/td>\n<td>\n<p>Additional, custom properties of a tag. This tab caters for additional\u00a0metadata that historians send back with tags, that are not included elsewhere in this spreadsheet. \u00a0Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tagpropertytab.png\" rel=\"attachment wp-att-11800 lightbox-9\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11800\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tagpropertytab.png\" alt=\"tagpropertytab\" width=\"723\" height=\"229\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tagpropertytab.png 723w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tagpropertytab-150x48.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tagpropertytab-24x8.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tagpropertytab-36x11.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tagpropertytab-48x15.png 48w\" sizes=\"auto, (max-width: 723px) 100vw, 723px\" \/><\/a><\/p>\n<p><em>Note: The Tag Property tab was added in P2 Server v4.4.<\/em><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Dataset<\/strong><\/td>\n<td>\n<p>A\u00a0set of data (from a datasource) in matrix form. E.g. An SQL query that returns rows and columns of data. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasettab.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4009 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasettab.png\" alt=\"datasettab\" width=\"1037\" height=\"234\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasettab.png 1037w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasettab-150x34.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasettab-768x173.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasettab-24x5.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasettab-36x8.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datasettab-48x11.png 48w\" sizes=\"auto, (max-width: 1037px) 100vw, 1037px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Dataset Parameter<\/strong><\/td>\n<td>\n<p>The parameters used when fetching a dataset. E.g. The parameters specified by the PARAM and PARAMS keywords.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-tab.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22712\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-tab.png\" alt=\"dataset-param-tab\" width=\"913\" height=\"213\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-tab.png 913w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-tab-768x179.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-tab-150x35.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-tab-24x6.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-tab-36x8.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-tab-48x11.png 48w\" sizes=\"auto, (max-width: 913px) 100vw, 913px\" \/><\/a><\/p>\n<p><em>Note: The Dataset Parameter tab was added in P2 Server v4.4.<\/em><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Dataset Parameter Value<\/strong><\/td>\n<td>\n<p>The default values for the parameters declared in the Dataset Parameter tab.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-value-tab.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22721\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-value-tab.png\" alt=\"dataset-param-value-tab\" width=\"1018\" height=\"230\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-value-tab.png 1018w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-value-tab-768x174.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-value-tab-150x34.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-value-tab-24x5.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-value-tab-36x8.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/dataset-param-value-tab-48x11.png 48w\" sizes=\"auto, (max-width: 1018px) 100vw, 1018px\" \/><\/a><\/p>\n<p><em>Note: The Dataset Parameter Value tab was added in P2 Server v4.4.<\/em><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Calculation Tag<\/strong><\/td>\n<td>\n<p>A\u00a0tag that returns\u00a0calculated\u00a0data. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/calc-tag-1116.png\" rel=\"lightbox-13\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22621\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/calc-tag-1116.png\" width=\"1200\" height=\"183\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/calc-tag-1116.png 1517w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/calc-tag-1116-768x117.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/calc-tag-1116-150x23.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/calc-tag-1116-1280x195.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/calc-tag-1116-24x4.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/calc-tag-1116-36x5.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/calc-tag-1116-48x7.png 48w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Hierarchy<\/strong><\/td>\n<td>\n<p>A structure containing items (e.g. entities, tags, datasets, calculations) that are organised into parent-child relationships. This sheet represents the information about each hierarchy defined in the system. It does not specify the contents of the hierarchy, which is defined on the 'Hierarchy Relationship' sheet. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchytab.png\" rel=\"lightbox-14\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4011 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchytab.png\" alt=\"hierarchytab\" width=\"909\" height=\"184\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchytab.png 909w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchytab-150x30.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchytab-768x155.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchytab-24x5.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchytab-36x7.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchytab-48x10.png 48w\" sizes=\"auto, (max-width: 909px) 100vw, 909px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Hierarchy Relationship<\/strong><\/td>\n<td>\n<p>The contents of the hierarchies defined on the 'Hierarchy' sheet i.e. the relationships that make up the hierarchies. Note that hierarchy relationships are time aware, meaning that they can change over time, denoted by the start and end times. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchyrelationshiptab.png\" rel=\"lightbox-15\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4012 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchyrelationshiptab.png\" alt=\"hierarchyrelationshiptab\" width=\"909\" height=\"251\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchyrelationshiptab.png 909w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchyrelationshiptab-150x41.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchyrelationshiptab-768x212.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchyrelationshiptab-24x7.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchyrelationshiptab-36x10.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/hierarchyrelationshiptab-48x13.png 48w\" sizes=\"auto, (max-width: 909px) 100vw, 909px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Link Group<\/strong><\/td>\n<td>\n<p>Provides a grouping for links, used for display purposes in consuming applications.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-group-tab.png\" rel=\"lightbox-16\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22722\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-group-tab.png\" alt=\"link-group-tab\" width=\"646\" height=\"198\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-group-tab.png 646w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-group-tab-150x46.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-group-tab-24x7.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-group-tab-36x11.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-group-tab-48x15.png 48w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/a><\/p>\n<p><em>Note: The Link Group tab was added in P2 Server v4.4.<\/em><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Link<\/strong><\/td>\n<td>\n<p>The URI for links which can be assigned to templates.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-tab.png\" rel=\"lightbox-17\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22726\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-tab.png\" alt=\"link-tab\" width=\"1200\" height=\"218\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-tab.png 1500w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-tab-768x140.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-tab-150x27.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-tab-1280x233.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-tab-24x4.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-tab-36x7.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/link-tab-48x9.png 48w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n<p><em>Note: The Link tab was added in P2 Server v4.4.<\/em><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Template Group<\/strong><\/td>\n<td>\n<p>Provides a grouping for templates, mainly for display purposes.<\/p>\n<p>A template (or object type) defines a real world object in the system, such as a Well. \u00a0It also defines what <em>attributes<\/em> are able to be assigned to this type of object, such as tubing head temperature or flow rate.<\/p>\n<p>In P2 Server, the templates are <em><strong>time aware<\/strong><\/em>. \u00a0This means that a Well could go from an Oil\u00a0Producing Well to a Water Injection Well over its lifetime. \u00a0This can be modelled by specifying a <em>Primary Use Template<\/em>\u00a0which has\u00a0a time range associated with it. \u00a0<\/p>\n<p>If your real world object (entity) is going to be a truck for all of its life, then you would only ever need one template which is always primary. E.g.\u00a0you can set the Truck template as Primary with NULL as the start and end times - this means it will be a truck for all of time. \u00a0<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templategrouptab.png\" rel=\"lightbox-18\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4013 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templategrouptab.png\" alt=\"templategrouptab\" width=\"909\" height=\"251\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templategrouptab.png 909w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templategrouptab-150x41.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templategrouptab-768x212.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templategrouptab-24x7.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templategrouptab-36x10.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templategrouptab-48x13.png 48w\" sizes=\"auto, (max-width: 909px) 100vw, 909px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Template Definition<\/strong><\/td>\n<td>\n<p>A collection of attributes that can be assigned to entities for periods of time. It is used to assign data (attributes) to assets (entities) to create a model to be able to visualise and process the data. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-template-def-ex.png\" rel=\"lightbox-19\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-26454\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-template-def-ex.png\" alt=\"\" width=\"1295\" height=\"231\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-template-def-ex.png 1295w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-template-def-ex-768x137.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-template-def-ex-150x27.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-template-def-ex-1280x228.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-template-def-ex-24x4.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-template-def-ex-36x6.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/tip-template-def-ex-48x9.png 48w\" sizes=\"auto, (max-width: 1295px) 100vw, 1295px\" \/><\/a><\/p>\n<p>Set <strong>Internal<\/strong> to <em>True<\/em> only if you want to hide the template from appearing in P2 Explorer.<\/p>\n<p>Note: Prior to version 4.4.6, templates would only appear in P2 Explorer if they were designated as the primary template for an entity. \u00a0<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Template\u00a0Instance<\/strong><\/td>\n<td>\n<p>When a template is assigned to an entity for a period of time this is known as a <em>template instance<\/em>. Within this time period, the template can be assigned as the primary template, denoted by the primary time periods. The primary template of an entity defines its type, e.g. a well that is assigned the Oil Producing Well template.<\/p>\n<p>The Primary Time Periods represent the period of time for which the template is the primary template.\u00a0<\/p>\n<p>Templates that are assigned, but are not primary, are known as secondary templates. Attributes on a secondary template will not show up unless explicitly asked for, therefore it is recommended that all attributes be on the primary template.\u00a0<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templateinstancetab.png\" rel=\"lightbox-20\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4015 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templateinstancetab.png\" alt=\"templateinstancetab\" width=\"969\" height=\"233\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templateinstancetab.png 969w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templateinstancetab-150x36.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templateinstancetab-768x185.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templateinstancetab-24x6.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templateinstancetab-36x9.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/templateinstancetab-48x12.png 48w\" sizes=\"auto, (max-width: 969px) 100vw, 969px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Attribute Group<\/strong><\/td>\n<td>\n<p>A concept that allows attributes to be grouped within the context of a single template, useful when modelling assets.\u00a0This is the preferred way to group attributes, instead of grouping them by defining multiple templates. Example:<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributegrouptab.png\" rel=\"lightbox-21\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4016 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributegrouptab.png\" alt=\"attributegrouptab\" width=\"969\" height=\"233\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributegrouptab.png 969w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributegrouptab-150x36.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributegrouptab-768x185.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributegrouptab-24x6.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributegrouptab-36x9.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributegrouptab-48x12.png 48w\" sizes=\"auto, (max-width: 969px) 100vw, 969px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Attribute Definition<\/strong><\/td>\n<td>\n<p>An\u00a0<em>attribute<\/em> is a named item of data belonging to the template that allows data to be retrieved for that asset.\u00a0Attributes have an additional level of modelling available by way of <em>Attribute Values<\/em>.\u00a0<\/p>\n<p>Attributes are split into two levels: Attribute Definition and Attribute Value. The first level, Attribute Definition, defines the structure and data type of attributes on a template. It gives the attribute a name, specifies the template it applies to, and also acts as a group for the attributes themselves. The second level is the Attribute Value Definition.\u00a0<\/p>\n<p>An Attribute Value Definition defines the named values that an attribute can have.\u00a0One of the values has to be marked as default\u00a0so that the system can fetch data for the attribute\u00a0if a specific value is not supplied.<\/p>\n<p>An Attribute Definition can have multiple Attribute Value Definitions, but there must be <strong>at least one<\/strong> Attribute Value Definition defined for each Attribute Definition.\u00a0<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributedefinitiontab.png\" rel=\"lightbox-22\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4017\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributedefinitiontab.png\" alt=\"attributedefinitiontab\" width=\"1200\" height=\"186\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributedefinitiontab.png 1507w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributedefinitiontab-150x23.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributedefinitiontab-768x119.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributedefinitiontab-1280x198.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributedefinitiontab-24x4.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributedefinitiontab-36x6.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributedefinitiontab-48x7.png 48w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Attribute Value<\/strong><\/td>\n<td>\n<p>At any point in time, not all attributes on a template necessarily have values. This sheet defines the value of the attribute for a given period of time. That time period must be within a template instance time period for the applicable template definition. A new instance (row in this sheet) of an attribute value is created each time an attribute changes data type or value, or whenever a new template instance is defined.<\/p>\n<p>This concept that allows one attribute to have multiple named values. Instead of having things like Planned, Actual, Estimated as different duplicated attributes, you can instead assign these multiple values to the same attribute:<\/p>\n<ul>\n<li>Well (Entity)\n<ul>\n<li>Production (Attribute)\n<ul>\n<li>Planned (Attribute Value)<\/li>\n<li>Actual\u00a0(Attribute Value)<\/li>\n<li>Allocated\u00a0(Attribute Value)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>And access them as follows:<\/p>\n<ul>\n<li>Well:Production!Planned<\/li>\n<li>Well:Production!Actual<\/li>\n<li>Well:Production!Allocated<\/li>\n<\/ul>\n<p>If you call an attribute directly (e.g. Well:Production) it will fetch the default attribute value definition automatically for you.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributevaluetab.png\" rel=\"lightbox-23\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4018 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributevaluetab.png\" alt=\"attributevaluetab\" width=\"972\" height=\"233\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributevaluetab.png 972w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributevaluetab-150x36.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributevaluetab-768x184.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributevaluetab-24x6.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributevaluetab-36x9.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/attributevaluetab-48x12.png 48w\" sizes=\"auto, (max-width: 972px) 100vw, 972px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">It may also help you to visualise how these things will appear in P2 Explorer as part of a trend.<\/p>\n<div id=\"attachment_3988\" style=\"width: 700px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/trendhierarchy.png\" rel=\"lightbox-24\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-3988\" class=\"wp-image-3988 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/trendhierarchy.png\" alt=\"trendhierarchy\" width=\"690\" height=\"580\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/trendhierarchy.png 690w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/trendhierarchy-150x126.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/trendhierarchy-24x20.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/trendhierarchy-36x30.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/trendhierarchy-48x40.png 48w\" sizes=\"auto, (max-width: 690px) 100vw, 690px\" \/><\/a><p id=\"caption-attachment-3988\" class=\"wp-caption-text\">Visual: How the Hierarchy is reflected in the trend in P2 Explorer<\/p><\/div>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Tip 3. Export a template<\/h2>\n<p class=\"intro-text\">Before importing, always <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/importexport\/exporting-your-config\/\">export a template<\/a> (or blank spreadsheet if you have an early version of P2 Server Management) for import. All import spreadsheets have a built-in version number, which are almost certain to change between versions of P2 Server in keeping with changes to the database. Old spreadsheets may be missing new required or optional columns, and may not work properly.<\/p>\n<div id=\"attachment_22616\" style=\"width: 1037px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/export-template-1116.png\" rel=\"lightbox-25\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-22616\" class=\"wp-image-22616 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/export-template-1116.png\" width=\"1027\" height=\"700\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/export-template-1116.png 1027w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/export-template-1116-768x523.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/export-template-1116-150x102.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/export-template-1116-24x16.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/export-template-1116-36x25.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/export-template-1116-48x33.png 48w\" sizes=\"auto, (max-width: 1027px) 100vw, 1027px\" \/><\/a><p id=\"caption-attachment-22616\" class=\"wp-caption-text\">Always import using the latest version of the template (screenshot shows export options in version 4.4.5)<\/p><\/div>\n<p class=\"intro-text\">\u00a0<\/p>\n<h2 class=\"page-subheading\">Tip 4. Understand object dependencies<\/h2>\n<p class=\"intro-text\">When you import data using the spreadsheet, it\u2019s not always necessary to complete all worksheets if you only need to update certain objects. If that\u2019s the case, you only need to complete those worksheets related to the objects you want to import. These are indicated by the grey cells in the diagram below.<\/p>\n<p class=\"intro-text\">However, some objects require information from multiple worksheets, so you need to also complete the dependent worksheets in order for your data import to work correctly.<\/p>\n<p class=\"intro-text\">For example, if you want to only update links, you should complete the 'Link' and 'Link Group' worksheets.<\/p>\n<p class=\"intro-text\">The dependencies are listed in the following table \u2013 you should read this from left to right. Blue indicates a direct dependency, green indicates a dependency resulting from another dependency.<\/p>\n<div class=\"best-prac\">\n<p class=\"best-prac-desc\"><i class=\"fa fa-download fa-2x fa-pull-left\"><\/i> \u00a0\u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/printables\/ImportExportDependencies.pdf\">Download the PDF!<\/a><\/p>\n<\/div>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/impex-dependencies-1.png\" rel=\"lightbox-26\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-23266 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/impex-dependencies-1.png\" width=\"941\" height=\"619\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/impex-dependencies-1.png 941w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/impex-dependencies-1-768x505.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/impex-dependencies-1-150x99.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/impex-dependencies-1-24x16.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/impex-dependencies-1-36x24.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/impex-dependencies-1-48x32.png 48w\" sizes=\"auto, (max-width: 941px) 100vw, 941px\" \/><\/a><\/p>\n<div class=\"best-prac\"><i class=\"fa fa-star fa-2x fa-pull-left\"><\/i><span class=\"best-prac-text\">TOP TIP<\/span><\/p>\n<p class=\"intro-text\">When exporting specific objects, ensure you select \u2018Include Dependencies\u2019. The relevant dependent objects will also be automatically selected, and the corresponding worksheets will be exported. This feature was introduced in version 4.4.5.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Tip 5. Read the help text in the column headers<\/h2>\n<p class=\"intro-text\">On the header rows in the spreadsheet, there are help comments for every column. This should provide you with enough information on what should be entered in the column. Click the little red comment indicator on the header row to see the help.<\/p>\n<div id=\"attachment_3989\" style=\"width: 540px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/helpcomments.png\" rel=\"lightbox-27\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-3989\" class=\"wp-image-3989 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/helpcomments.png\" alt=\"helpcomments\" width=\"530\" height=\"387\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/helpcomments.png 530w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/helpcomments-150x110.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/helpcomments-24x18.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/helpcomments-36x26.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/helpcomments-48x35.png 48w\" sizes=\"auto, (max-width: 530px) 100vw, 530px\" \/><\/a><p id=\"caption-attachment-3989\" class=\"wp-caption-text\">Read the comment text in the columns headers of the spreadsheet<\/p><\/div>\n<p class=\"intro-text\">\u00a0\u00a0<\/p>\n<h2 class=\"page-subheading\">Tip 6. Set the correct Data Types for Attribute Values<\/h2>\n<p class=\"intro-text\">If the Data Types on the Attribute Value tab are incorrectly set, the import will succeed, but the template mappings will be incorrect.<\/p>\n<p class=\"intro-text\">The data type needs to be set to the <strong>type of data that the value column is referencing<\/strong>. For example, if the value column references another tag, the Data Type should be set to TAG,\u00a0rather than the type of the\u00a0tag itself.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datatype.png\" rel=\"lightbox-28\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3990 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datatype.png\" alt=\"datatype\" width=\"1010\" height=\"350\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datatype.png 1010w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datatype-150x52.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datatype-768x266.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datatype-24x8.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datatype-36x12.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/06\/datatype-48x17.png 48w\" sizes=\"auto, (max-width: 1010px) 100vw, 1010px\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><em>Data Type column needs to be set to the type of data the column is referencing<\/em><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Tip 7. For updates, do\u00a0an export first<\/h2>\n<p class=\"intro-text\">If you need to <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/importexport\/updating-the-config\/\">update your configuration<\/a>, you should\u00a0first <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/importexport\/exporting-your-config\/\">export<\/a> the existing server data. This is important as updates will only occur where the Global ID in the spreadsheet matches the GUID in the database.\u00a0<\/p>\n<p class=\"intro-text\">To speed things up, from version 4.4.5 you can choose to export only those worksheets you need. We recommend having the '<strong>Include Dependencies<\/strong>' option selected if you choose to do this.<\/p>\n<p class=\"intro-text\">If you want to retain your original spreadsheet as it may have embedded formulas, you should click the <strong>Download updated file<\/strong>\u00a0button immediately after the import. You can then reuse the spreadsheet and it will retain your formulas and also have updated Global IDs.<\/p>\n<p class=\"intro-text\">\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The key to a successful import in P2 Server is to make sure that the import spreadsheet is in the correct format and that everything in the spreadsheet is filled in correctly. Here are some tips that should help.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/importexport\/tips-on-filling-in-the-import-spreadsheet\/tips-on-filling-in-the-import-spreadsheet-4-5-0\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":4687,"parent":3903,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[9],"tags":[474,241],"class_list":["post-29843","page","type-page","status-publish","has-post-thumbnail","hentry","category-tech-ref","tag-importexport","tag-spreadsheet","Version-4-5-0","Product-srv"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/29843","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=29843"}],"version-history":[{"count":4,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/29843\/revisions"}],"predecessor-version":[{"id":44955,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/29843\/revisions\/44955"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/3903"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/4687"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=29843"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=29843"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=29843"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}