Setting up an E-XLSetting up an E-XL

A Step by Step TutorialA Step by Step Tutorial

EngineeringConsultantsGroup, Inc.

Purpose of an E-XLPurpose of an E-XL

The E-XL application activates and sends Excel The E-XL application activates and sends Excel with DataLink spreadsheets configured by the with DataLink spreadsheets configured by the end user.end user.

E-XLs may be sent through email, web-enabled E-XLs may be sent through email, web-enabled mobile devices, or transferred by FTP to other mobile devices, or transferred by FTP to other computers.computers.

E-XL provides a secure mechanism to deliver E-XL provides a secure mechanism to deliver process information to 3process information to 3rdrd parties who do not parties who do not require PI tools for viewing.require PI tools for viewing.

Setting up the Excel SpreadsheetSetting up the Excel Spreadsheet

First open up First open up ExcelExcel and using and using PI-DatalinkPI-Datalink write PE equations and/or vba code that write PE equations and/or vba code that you would like you would like E-XLE-XL to process for you. to process for you.

The following slide is a screenshot of a The following slide is a screenshot of a possible Excel file.possible Excel file.

Setting up the Excel SpreadsheetSetting up the Excel Spreadsheet

Login to the E-Notification SystemLogin to the E-Notification System

Login using your Login using your username username andand password password..

Click the Click the Log InLog In button to button to continue.continue.

E-XL OptionsE-XL OptionsUse Use Add/EditAdd/Edit to add new or to add new or edit existing E-XLs.edit existing E-XLs.

DeleteDelete will allow you to delete will allow you to delete a specified E-XL.a specified E-XL.

ToggleToggle will enable/disable the will enable/disable the E-XL.E-XL.

ViewView will allow you to view will allow you to view the E-XL(s) of your choice.the E-XL(s) of your choice.

Click Click Add/EditAdd/Edit to continue to continue with the tutorial.with the tutorial.

Adding a new E-XL (Cont’d)Adding a new E-XL (Cont’d)

Here there are two options:Here there are two options:

Upload an E-XL.Upload an E-XL.

Subscribe to an existing Subscribe to an existing E-XL.E-XL.

We will explain these We will explain these options in order.options in order.

Uploading an E-XL FileUploading an E-XL File

Click Click BrowseBrowse to locate the file to locate the file that you will be uploading that you will be uploading

Edit the Edit the filenamefilename for the E-XL for the E-XL as desired.as desired.

*Note: The filename may be no *Note: The filename may be no longer than 10 characters.*longer than 10 characters.*

Give a Give a descriptiondescription of the of the E-XL that you are uploading. E-XL that you are uploading. (This will be the subject of (This will be the subject of the e-mail).the e-mail).

Adding a new E-XL (Cont’d)Adding a new E-XL (Cont’d)After clicking Browse, a After clicking Browse, a window will appear to select the .window will appear to select the .xlsxls file that is to be uploaded.file that is to be uploaded.

Select the appropriate file and click the Select the appropriate file and click the OpenOpen button to choose button to choose the file.the file.

Adding a new E-XL cont…Adding a new E-XL cont…

After finding the file you want After finding the file you want to upload, ensure the other to upload, ensure the other information is correct.information is correct.

Click Click Upload FileUpload File..

Configuring the E-XL Configuring the E-XL The E-XL configuration will The E-XL configuration will

appear.appear.

To To Enable/DisableEnable/Disable the E-XL, the E-XL, check/uncheck the appropriate check/uncheck the appropriate checkbox.checkbox.

Choose which Choose which FormatFormat you you would like the E-XL to be would like the E-XL to be displayed as.displayed as.

Choose a Choose a DestinationDestination for the for the E-XL. E-XL.

*If choosing FTP, see the user *If choosing FTP, see the user manual for more information on manual for more information on setting up the FTP.*setting up the FTP.*

Configuring the E-XL cont… Configuring the E-XL cont…

Specify any Specify any Additional Email Additional Email AddressesAddresses you would like to send you would like to send the E-XL to.the E-XL to.

Check here if you would like to Check here if you would like to ShareShare this E-XL with other users. this E-XL with other users.

Choose a Choose a ScheduleSchedule for the E-XL for the E-XL to be sent to the destination.to be sent to the destination.

To delete the E-XL, click To delete the E-XL, click DeleteDelete..

To edit your file, click To edit your file, click EditEdit..

To run the E-XL, click To run the E-XL, click Run NowRun Now..

To proceed, click To proceed, click SaveSave..

The E-XL has been addedThe E-XL has been added

The creation of a new E-XL is The creation of a new E-XL is now complete.now complete.

You can now continue adding You can now continue adding more E-XLs or modify the more E-XLs or modify the current ones using the current ones using the buttons explained earlier.buttons explained earlier.

Subscribing to an E-XLSubscribing to an E-XL

Choose the E-XL you Choose the E-XL you would like to would like to subscribe to from the subscribe to from the dropdown boxdropdown box..

Click Click Create Create SubscriptionSubscription to to continue.continue.

E-XL ConfigurationE-XL Configuration

Enable/disableEnable/disable the E-XL by the E-XL by checking/unchecking the checking/unchecking the associated textbox.associated textbox.

Select the Select the formatformat of the file of the file that will be sent to you from that will be sent to you from the Format dropdown box.the Format dropdown box.

Check this box if you would Check this box if you would like the E-XL to be like the E-XL to be displayed displayed in the emailin the email..

Choose a Choose a destinationdestination from from the choices provided.the choices provided.

E-XL Configuration (Cont’d)E-XL Configuration (Cont’d)To send to To send to additional email additional email addressesaddresses, add them here , add them here (comma-separated list).(comma-separated list).

Choose a Choose a scheduleschedule for the E- for the E-XL.XL.

To duplicate the existing E-To duplicate the existing E-XL, click XL, click DuplicateDuplicate..

To trigger the E-XL now, click To trigger the E-XL now, click Run NowRun Now..

To delete the E-XL, click To delete the E-XL, click DeleteDelete

To continue with the To continue with the subscription, click subscription, click SaveSave..

E-XL CompletedE-XL Completed

This completes the section on This completes the section on subscribing to an existing subscribing to an existing E-XL.E-XL.

*The green dot indicates the E-*The green dot indicates the E-XL is enabled, to disable use XL is enabled, to disable use the Toggle as mentioned the Toggle as mentioned earlier.*earlier.*

Click Click Add/EditAdd/Edit to to continue with the tutorial.continue with the tutorial.

CompletedCompleted

You are now finished with this tutorial on You are now finished with this tutorial on creating E-XLs. If you need more creating E-XLs. If you need more

assistance with E-XL and/or E-Notification, assistance with E-XL and/or E-Notification, refer to the E-Notification User Manual.refer to the E-Notification User Manual.