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How do I configure PI AF templates?

How do I configure PI AF templates?

PI AF templates let you define reusable structures for your asset hierarchy. Here's how to set them up:

Creating an Element Template

  1. Open PI System Explorer and navigate to your AF database.
  2. Go to Library > Element Templates and right-click to create a new template.
  3. Give it a descriptive name (e.g., "Pump", "Motor", "Heat Exchanger").

Defining Attributes

In the template, add attributes with:

  • Default values for static properties (manufacturer, model, rated capacity)
  • Data references for dynamic data — most commonly PI Point data references that map to tags
  • Formula data references for calculated values

Using Substitution Parameters

Use %Element%, %..\Element%, and other substitution parameters in your PI Point data references so that tags resolve automatically when elements are derived from the template. For example:

\\PIServer\%..\Element%.%Element%.PV

Deriving Elements

Once your template is configured, create elements by right-clicking in the AF hierarchy and selecting "New Element" with the template. All attributes, default values, and data references are inherited.

Key Benefits

  • Propagation: Changes to the template automatically propagate to all derived elements.
  • Consistency: Every asset of the same type has the same structure.
  • Scalability: Add hundreds of elements from a single template definition.

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