Exporting/Importing device list from Device Manager in PME 2020

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Exporting/Importing device list from Device Manager in PME 2020 and newer

Issue
Until PME 2020 there was not an easy way to create and import an excel sheet that contained the devices information from PME.

Product Line
Power Monitoring Expert 2020
Power Monitoring Expert 2021
Power Monitoring Expert 2022
Power Monitoring Expert 2023
Power Monitoring Expert 2024

Environment
Device Manager

Resolution
Importing and exporting device lists can be accomplished in Device Manager as of PME 2020. Device Manager can be found inside of the Web Applications under SETTINGS > System > Device Manager.

Exporting network configuration for use in a different system:

Export the device and site configuration of a system for importing into another system. For example, configure the sites and devices in a test system and then export this configuration for use in a production system.

Note: The exported configuration cannot be imported back into the same system from which it was exported.

To export the network configuration for use in a different system:

In Device Manager, select the Devices or the Sites tab.
Click Options in the top right corner of the display pane, and then click Export Network Configuration for Use in a Different System in the options menu. This exports the configuration and saves it in CSV file format to your local Downloads folder.
Transfer the exported configuration file to the target system.
Import the configuration file into the target system. See Importing network configuration from a different system below for details.

Note: Keep the configuration file secure during and after the transfer to prevent unauthorized access.

Importing network configuration from a different system

Import the device and site configuration that was exported from another system. For example, to create a copy of an existing system or to transfer the configuration from a test system into a production system. You can also import the configuration from configuration tools, such as ION Setup.

Note: The exported configuration cannot be imported back into the same system from which it was exported.

To import the network configuration from a different system:

In Device Manager, click Import. This opens the import wizard.
Follow the steps in the import wizard. Select the configuration file from the other system when prompted by the wizard to upload the import file.
Complete the configuration import in the import wizard.
Click Finish in the import wizard.

Export Device Configuration for Editing

Export the device and site configuration of a single device, multiple devices, or an entire system for importing into the same system after editing.

In Device Manager, select the Devices tab.
Export the existing configuration in one of the following ways:
1. To export the configuration for a single device:
  - In the devices table, select the row of the device for which you want to export the configuration, then right-click in the row and select Export Device Configuration for Editing in the context menu. This exports the configuration and saves it in CSV file format to the local Downloads folder.
2. To export the configuration for multiple devices:
  - In the devices table, select the rows of the devices for which you want to export the configuration, then right-click in the selected row area and select Export Configuration for <number> Devices for Editing in the context menu. This exports the configuration and saves it in CSV file format to your local Downloads folder.

TIP: Use Ctrl+Click to select individual devices, use Shift+click to select a block of devices.

To export the configuration for all devices:

Click Options in the top right corner of the Devices pane, and then click Export Devices Configuration for Editing in the options menu. This exports the configuration and saves it in CSV file format to the local Downloads folder.