Define point discovery rules

Use the rules to define which tags from the data source should be listed for the point discovery process so that you can create points for them in your Historian module.
To define a rule
  1. In the
    FactoryTalk Historian ME Rule Editor
    window, click
    Rule File Management
    .
    The
    FactoryTalk Historian ME User Defined Rule File List
    dialog box appears.
  2. Select the rule file for which you want to add rules, and then click
    Open
    .
  3. In the
    FactoryTalk Historian ME Rule Editor
    window, click
    New
    .
    The
    Define Discovery Rule
    dialog box appears.
  4. Under
    Description
    , type a description for the rule.
    The description will be listed in the FactoryTalk Historian ME Rule Editor list.
  5. Define the data source:
    • Under
      From
      , leave the default settings for the data source:
      LinxEnterprise
      and
      LogixControllers
      .
  6. Define the type of the rule:
    • If you are creating an inclusion rule, select
      include tags
      .
    • If you are creating an exclusion rule, select
      exclude tags
      .
  7. Under
    Where
    , define the condition with tag search criteria:
    1. Choose one of the following:
      Choose this item
      To discover tags that match
      name
      A tag name.
      member
      A member name.
      A member is an element of a user-defined tag (UDT).
      data type
      A data type.
    2. Choose one of the following:
      Choose this item
      If you want your
      To
      starts with
      • name
      Start with a specific string.
      contains
      Contain a specific string.
      ends with
      End with a specific string.
      is
      • name
      • member
      • data type
      Be a specific string.
    3. Provide the string:
      For this item
      Do the following
      name
      Type the string in the box.
      member
      data type
      Choose the data type from the list.
    4. If you have chosen
      member
      , under
      Add these historian points
      , select an element within the member with which you want to perform the search.
    5. Click Define point discovery rules to add another search criterion to the condition.
      TIP:
      To remove a search criterion, click Define point discovery rules (3).
    6. From the list, choose either of the following to define the relation between the search criteria:
      Choose this item
      If you want that
      and
      All the search criteria from the condition are met in the point discovery process.
      or
      Any search criterion from the condition is met in the point discovery process.
  8. Under
    Use this configuration
    , choose the tag attribute file that you want to use with the rule.
    If there are no files available, chose
    <New Configuration>
    to create one.
    For details, see Create tag attribute files.
    If you do not choose any file, the default tag attribute file,
    FTHMETagDefault.xml
    , will be used.
  9. Click
    OK
    .
    The rule appears in the
    FactoryTalk Historian ME Rule Editor
    window.
  10. Upload your file to the Historian module. See Upload files to the module.
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