Configuring Service Graph Connector for Microsoft Excel

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Configure the Service Graph Connector for Microsoft Excel to import your existing Operational Technology data from a populated Microsoft Excel flat-file spreadsheet.

    Use the Service Graph Connector for Microsoft Excel guided setup and complete tasks in sequence to configure the Service Graph Connector for Microsoft Excel.

    Navigate to All > Industrial Workspace Admin > Guided Setup, open the following guided setups, and complete the tasks.

    For more information on using guided setup, see Guided Setup.

    Task Purpose
    Users Assigns roles to control the actions that are available for each user.
    Review class mappings Review and update the class mappings available for the Service Graph Connector for Microsoft Excel.
    Note:
    To review the class mappings available, you need to install the Industrial Core plugin that contains the class mapping template tables for the OT Service Graph Connectors. For more information about the Industrial Core plugin, see List of plugins (Xanadu).
    Staging table configuration

    Configure to determine which factors constitute in identifying a unique name for a CI.

    For more information on system properties, see System properties that impact SG-OT Device Excel Import processing.

    Prepare Data

    Create and prepare the spreadsheet by positioning your existing data in the correct columns.

    For more information to prepare the data, see Prepare your Pre-import OT Worksheet Entry Review tool for Service Graph Connector import.

    Create new OT devices Create a new OT Device manually by clicking on the New button from the list view of the Staging table. For more information about creating new OT devices, see
    Validate records
    Run validations against the imported data to update the Validation stage of the records and provide validation comments.
    Note:
    You don't need to select any records on the list to run validations. Validations are run on all the records present in the staging table.

    For more information about validating records, see Managing Validations.

    Schedule Import

    Import data from the staging table to the import set table and review it in the OT list views and Workspace.