Duplicate assets of an asset node

Duplicate assets of an asset node and add them to the asset tree with user-defined properties. To do so, you need to complete the following operations:
  • Create a CSV file with assets and editable properties as an import file.
  • Edit asset properties in the CSV file.
  • Import the CSV file with customized properties.
    TIP:
    Binders, files, folders, and links cannot be duplicated.
Prerequisites
  • Make sure no other user in the system is in Design mode before importing the CSV file.
  • Make sure the amount of assets to be added does not exceed the purchased capacity of devices. Once you reach the capacity, you need to reduce the amount of assets or purchase capacity activation for more devices to proceed.
To duplicate assets of an asset node
  1. In the
    Welcome
    dialog, click
    Next
    .
  2. In the
    Select an option
    dialog, select
    Duplicate assets of an asset node
    , and then click
    Next
    .
  3. Create a CSV file with assets and editable properties as an import file.
    1. In the
      Select an option for asset duplication
      dialog, select
      Create import file
      , and then click
      Next
      .
      TIP:
      If you have already created a CSV import file, go to Step 5.
    2. In the asset view of the
      Export assets to duplicate
      dialog, select a node in the asset tree under which the assets you want to duplicate.
      TIP:
      If a device asset is selected, its parent container becomes the node. All assets under this node will be exported to the CSV file. If the device asset doesn't belong to any container, the root of asset tree becomes the node. All assets in the asset tree will be exported to the CSV file.
    3. In the
      File Saving Information
      field, specify the file name and file path to save the CSV file, and then click
      Start
      .
    4. (optional) In the
      Finished
      dialog, click
      Save Summary
      to save the result summary as a TXT file.
    5. To continue the importing process, click
      Back
      to return to the
      Select an option
      dialog. If you want to exit, click
      Finish
      .
  4. Edit asset properties in the CSV file.
    1. Locate and open the CSV file on your computer, and edit the asset properties, except for
      ID
      ,
      Type
      , and
      Path
      . If the CSV file includes multiple assets of the same type and name or an asset that has the same type and name as the one under a node where it will be added, a number (like _2) is appended to the asset name to ensure uniqueness.
      By default, the
      Configuration Data
      column in the created CSV file is empty. You may enter information in the
      Configuration Data
      column before importing the CSV file. If you import the CSV file without configuration data information, the duplicated assets'
      Configuration Data
      property will be empty. In this case, edit the
      Configuration Data
      property of each asset or use the
      Edit assets of an asset node
      option of the Import Export Utility to edit
      Configuration Data
      .
      IMPORTANT:
      • Do not modify the information in the
        ID
        ,
        Type
        , or
        Path
        column. Assets with the
        ID
        ,
        Type
        , or
        Path
        property modified cannot be added to the asset tree after the CSV file is imported. A CSV file with any column removed cannot be imported.
      • To keep the hierarchy of assets as shown in the asset tree when adding them to another node of the asset tree, keep the asset list order in the CSV file. That is, the parent node is listed first, followed by its children nodes or assets. Changing the asset list order will lead to hierarchy changes after the CSV file is imported.
      • To import an extended property, don't just enter the property value while leaving the property name empty in the CSV file. Such extended properties will be skipped during the import. The default extended properties configured by the
        Options dialog box: Extended Properties
        do not affect the configuration in the CSV file.
      • Starting from FactoryTalk AssetCentre version 10.00, process device capabilities are not supported. Using the Import Export Utility tool to add process devices to FactoryTalk AssetCentre will consume the capacity activation, and the process devices' hardware and asset properties will be disabled.
    2. Save and close the file.
  5. Import the CSV file with customized properties.
    1. Return to the
      Select an option
      dialog, select
      Duplicate assets of an asset node
      , and then click
      Next
      .
    2. In the
      Select an option for asset duplication
      dialog, select
      Import
      , and then click
      Next
      .
    3. In the asset view of the
      Import assets to duplicate
      dialog, select a node in the asset tree under which the duplicated assets will be created. The node can be a generic container or the root node.
      TIP:
      If a device asset is selected, the assets will be added to its parent container. If the device asset doesn't belong to any container, the assets will be added to the root, which is the topmost node in the asset tree.
    4. In the
      File to Import
      field of the
      Import assets to duplicate
      dialog, click
      Browse
      to select the CSV import file you have created and edited.
    5. Click
      Start
      .
    6. When device items (except for Asset Inventory) are selected, a message box opens, notifying the status of licensed asset capacity.
      - If the amount of assets to add doesn't exceed the purchased capacity, click
      Yes
      to proceed.
      - If the amount of assets to add exceeds the purchased capacity, you need to reduce the amount of assets or increase licensed capacity.
      A progress bar shows as the tool adds the new asset.
      TIP:
      Click
      Cancel
      if you want to cancel the current operation. Clicking
      Cancel
      does not delete assets that have already been added to the asset tree. You need to delete them manually.
    7. (optional) In the
      Finished
      dialog, click
      Save Summary
      to save the result summary as a TXT file.
  6. Click
    Finish
    to exit or
    Back
    to return to the
    Select an option
    dialog.
    If the process completes without being ended, the CSV file is added under the same node where the new assets are created.
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