This section will cover the process for creating and restoring custom point and equipment templates to reduce the configuration time of standardized building applications.

  1. Commission one device with the data points named/tagged as desired.
  2. Select the device in the equip tree and select the device tab on the main window.
  3. Select the data points you would like to add to your record library and click Save to Record Library.
  4. Fill in a descriptive name for the record library and click Save.
  5. Select an equip in the Equip Tree and then select Gear IconCreate Batch Records Download Saved Records.
  6. Select your record library from the drop-down box and click OK.
  7. Click Download.
  8. The file should now be placed in your browser’s download location.
  9. After commissioning a new site, you can then upload a record library. Create an empty equip, select it, and then select Gear IconCreate Batch RecordsUpload Saved Records.
  10. Click Choose File and browse to your saved record library, then click Upload.
  11. Create your equip in the equip tree and make it the current context. Discover the appropriate connector’s points and select the data points that were saved in your library. Add them to your new equip record.