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How to transfer device configuration to ION Setup from PME?

Issue
Manually adding all devices in PME and ION Setup is time consuming. The preference is to import the PME devices into ION Setup in order to maintain consistency and save time.

Product Line
Power Monitoring Expert 2020 and later
ION Setup 3.2

Environment
Windows 10 and later
Windows Server 2012, 2016, 2019, 2022

Resolution
Export the PME configuration from Device Manager and Import it into the latest version of ION Setup.

Note: Device configuration can be exported into a CSV file as of PME 2020.
  1. Export device lists from Device Manager:
    1. Inside of the Web Applications navigate to SETTINGS > System > Device Manager.
    2. In Device Manager, select the Devices or the Sites tab.
    3. Click Options options tab 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.
    4. Transfer the exported configuration file to the target system.
Note: Keep the configuration file secure during and after the transfer to prevent unauthorized access.
  1. Import the CSV into ION Setup version 3.2.20182.01 or greater. See FA212816 for the latest version of ION Setup.
Note: The name of the CSV file is the name of the system when it is imported into ION Setup.
  1. Open ION Setup.
  2. Select File > Import Network and select the saved CSV file from step 1.
  3. Check the Overwrite existing network configuration to have ION Setup match PME and click Import.
  4. Exit Network Import and select File > Save to keep the imported device configuration

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