Home
Table of Contents
Getting Started
User Interface Basics
Classic UI Client
Overview of the Classic UI Client
Main Screen Layout in Danger Management Profiles
Main Screen Layout in Building Automation Profiles
Multi-Pane Windows
Basic Workflows
Summary Bar
License Mode Indication in Summary Bar
System Integrity Indicator
Audio Alert
System Menu
Printouts
Disabled Windows Shortcut Keys
Lite UI Client
BA Lite User Interface
Summary Bar
System Integrity Indicator
Event Lamps
Event List
Event Status and Suggested Action
Operating Functions on a Graphics Page
Operating Functions on a Trend View Definition
Operating Functions in Reports
Operating Functions in Log Viewer
Flex Client
User Interface Basics
Flex Client Web/Desktop App
Flex Client Application Screen
Navigation Bar
Summary Bar
System Workspace
Events Workspace
Mobile Flex
Mobile Flex Homepage
Mobile Flex Navigation Menu
Mobile Flex More Options Menu
Mobile Flex Account Menu
General Information
Alarm Strategy
Basic Procedures
Classic UI Client
Running the Classic Client
Start an Installed Client
Start the Windows App Client
Interrupt Auto-Logoff
End Your Work Session
Do an Operator Switchover
Do an Operator Log Off
Access a Closed-mode Client
Exit a Closed-Mode Session
Handle Client Application Forced Restart
Handle Logon and Startup Issues
Managing User Settings and Preferences
Handle Audio Alert
Adjust Layout Preferences
Change Your Password
Reflect a Change of Your User Role
Handling Additional User Tasks
Lite UI Client
Working with the BA Lite User Interface
General Tasks
Working with the System Screen
Acknowledging Different Alarm Types
Operating the Building
Air Handling Unit
Heating
Room
Modifying Scheduler and Calendar Entries
Analyzing Trend Data
Analyzing Log Data
Creating Reports
Opening a Document
Checking the Recipients
Checking the Notification Incidents
Flex Client
Running Flex Client
Start and Exit Flex Client Web/Desktop App
Work on a Kiosk Flex Station
Handle Session Timeout
Manage Startup Issues
Handle Display Issues
View Software Information
Handle Flex Client Notifications
Check Licenses
Managing User Settings and Preferences
Change Your Password
Change Your User Roles
Set Your Favorite Flex Client Homepage
Personalize Notifications
Reduce or Expand Summary Bar Height
Adjust Layout
Change Theme and Text Representation
Switch to Full-screen Mode
Work With Multiple Flex Windows
Graphics Settings
Change the Browser Language to View Date and Time Format
Using Flex Web App on Mobile Devices
Start and Exit Mobile Flex Web App
Handle Notification Messages in Mobile Flex
View Flex Help and About Info
Change Settings in Mobile Flex
Change Your Password in Mobile Flex
Change Theme and Text Representation in Mobile Flex
Set Your Favorite Homepage in Mobile Flex
Autoremove Filters in Mobile Flex
Personalize Notifications in Mobile Flex
Use System Workspace in Mobile Flex
Use Summary Bar in Mobile Flex
Use Events Workspace in Mobile Flex
Use Document Viewer in Mobile Flex
Use Log Viewer in Mobile Flex
Log Viewer Workspace for Mobile Flex
Log View Definition Workspace for Mobile Flex
Managing Log Viewer in Mobile Flex
Viewing Log Entries in Mobile Flex
Configuring Log Entries in Mobile Flex
Use Operator Task in Mobile Flex
Handling Operator Tasks
Editing Operator Tasks
Use Trends in Mobile Flex
Trends Workspace for Mobile Flex
Use Reports in Mobile Flex
Reports Workspace in Mobile Flex
Working with Reports in Mobile Flex
Use Advanced Report in Mobile Flex
Advanced Report Workspace for Mobile Flex
Working with Advanced Reports in Mobile Flex
Use Notification in Mobile Flex
Notification Recipients
Recipients Workspace for Mobile Flex
Creating and Managing Recipient in Mobile Flex
Notification Groups
Groups Workspace for Mobile Flex
Creating and Managing Groups in Mobile Flex
Notification Templates
Templates Workspace for Mobile Flex
Managing Notification Template in Mobile Flex
Check Licenses in Mobile Flex
Engineering Step-by-Step
Installing the Software
Installation Roadmap
Obtain and Verify the Software Distribution
(Optional) Verify Hotfixes Folder
(Optional) Verify QualityUpdates Folder
Choose the Installation Mode
Determine the Installation Setup Type
Determine the Language Packs and Supported Languages
Installation Planning Checklist
Verify and Enable a Post-Installation Step for Execution
Verify and Enable the GMS Platform.XML File
Verify the Brand Folder
Verify the Extensions
Verify the GMS Folder
Complete the Installation Planning Requirements
Log on with Administrative Rights
Verify the Installation Environment
Install .Net 4.7.2, and .Net 8.0.15
Configure Network Settings
Configure Windows Defender Firewall Settings and Firewall Software
Configure Virus Scanners
Install the Management Station with/without Post-Installation Steps
Installing the Server/Client/FEP using Custom Mode
Run the Setup Exe
Select a Language to Run the Installation Program
Select a Setup Type for Installation
Verify the Post-Installation Steps Selection
Verify the Prerequisite Version Selection Option
Verify the Installation Folder Selection
Accept the License Agreements
Verify and Install the Components
Close the Installation Wizard
Installing the Server/Client/FEP using the Semi-Automatic Installation
Run the Setup Exe
Verify the Installation Selection
Verify the Prerequisite Version Selection Option
Verify and Install the Components
Close the Installation Wizard
Installing Server Using the Silent Installation
Start the Command Prompt as an Administrator
Run the Command in the Command Prompt
Uninstallation Roadmap
Uninstall the Management Station
(Optional) Uninstall the Windows App Client
Uninstall Prerequisites including WinCC OA 3.20
Upgrade Roadmap
Verify and Backup the Existing Installation
Log on with Administrative Rights
Verify the Integrity of the Existing Server Project
Verify the Integrity of the History Database
Verify the Integrity of the Installed Extensions
Manual Project Backup from the Management Platform
Manual Backup of HDB Data from the Management Platform
Exiting the Installed Client Application
Stop the Server Project and Close SMC
Remove the Licensing Dongle
Obtain and Verify the Software Distribution
Complete the Upgrade Planning Requirements
Upgrade the Management Station
Upgrading the Server/Client/FEP Station using Custom Mode
Run the Setup Exe
Select a Language to Run the Installation Program
Verify the Extensions, Language Packs, and System Requirements
Verify the Post-Installation Steps Selection
Verify the Prerequisite Version Selection Option
Verify the Installation Folder Selection
Accept the License Agreements
Verify and Install the Components
Close the Installation Wizard
Upgrading the Server/Client/FEP Station Using the Semi-Automatic Installation
Run the Setup Exe
Verify the Installation Selection
Verify the Prerequisite Version Selection Option
Verify and Install the Components
Close the Installation Wizard
Upgrading Server/Client/FEP Using the Silent Installation
Start the Command Prompt as an Administrator
Run the Command in the Command Prompt
Additional Installer Procedures
Installing and Configuring Windows Hyper-V Virtualization Environment
Enable Hyper-V Hypervisor
Create the VMs
Redirect USB Devices
Setting Up the Project
Restoring a Project or Creating a Project from a Template
Restore a Project or Create a Project from a Template
Restore a Compressed Project/Template in SMC
(Optional) Upgrade a Server Project
(Optional) Remove Events of a Project
(Optional) Add to or Remove an Extension from a Project
Link an HDB to a Server Project
Activate the Project
Start the Project
Creating History Infrastructure
Scan and Link an SQL Server Instance
Create a New HDB with Long Term Storage
Link an HDB to the Project
Creating Notification Database (NDB)
Scan and Link an SQL Server
Create a New NDB
Link an NDB to the Project
Restoring and Upgrading the History Database
Restore an HDB Backup
Stop an HDB
Upgrade an HDB
Start an HDB
Link an HDB to the Project
Start the Project
Restoring and Upgrading the Notification Database (NDB)
Restore an NDB Backup
Upgrade an NDB
Link an NDB to the Project
Start the Project
Setting the Certificates as Default Certificates
Create a Root Certificate (.pfx)
Create a Host Certificate (.pfx)
Create a Self-Signed Certificate (.pfx)
Import a Certificate in the Windows Store
Set the Default Certificates
Setting up the Installed Client
Modify the Server Project Parameters
(Optional) Activate the Project
Start the Server Project
Create a New Client/FEP Project
Activate the Project
Start the Client Project
Launch an Installed Client
Setting up the Windows App Client
Modify the Server Project Parameters
Create a Website
Create a Web Application
Browse a Website or Web Application URL
Install the Website Certificate
Install the Web Application Certificate
Launch a Windows App Client
Setting up the Web Service Interface
Configure the Web Service Settings
Create a Website
Create a Web Service Communication on Server
Verify Buffer Settings for Application Request Routing (ARR)
Setting up the Flex Client
Create a Flex Client Application
Start the Flex Client
Setting up Server Project with Remote HDB (SQL Server)
Link the SQL Server Instance to the SMC
Set the Encryption in the System Management Console
Set the Encryption in the SQL Server Configuration Manager
Project and HDB Backup Procedures
Project Backup
Manual Project Backup from Main Server
Manual Project Backup Using a Macro
Automatic Backup of HDB Data
Automatic Backup of Project Data
Decrypt Project Backup from SMC
Encrypt Project Backup from SMC
Manual Project Backup Compression from Main Server
HDB Backup
Manual Backup of HDB Data from SMC
Manual Backup of HDB Data
Manual HDB Backup Using a Macro
NDB Backup Procedures
Additional SMC Procedures
System Settings Procedures
Change the Password of the Closed Mode User (GmsDefaultUser)
Configure and Apply Password Policies for a Project
Configure Closed Mode User Settings
Configure the HDB Service Account
Configure the Service Account
Configure the Service Port
Configure the System Account
Create a Default Management Platform User Account
Enable and Configure the Service Administrator Account
Export the Key File on the Server
Import the Key File
Return User Account Control Settings to Default or Always Notify
Set Log on as a Service Right
Synchronize System Use Notification Files
Server Projects Configuration Procedures
Add an Installed Extension to a Project
Check the Project Share Consistency
Clear the HD2 Files
Clear the Name Cache of a Project
Confirm Windows Pmon Service Startup at Project Startup
Confirm Windows Services
Create a New Project with Extensions on a Server
Decrypting the Project Backup
Delete a Project
Encrypting the Project Backup
Exit the System Management Console
Link or Modify an HDB after Creating or Restoring a Project
Modify the Certificate Type using the Communication Security Expander
Modify the Language Settings of a Project
Modify the Server Project Parameters
Modify the System Name and ID
Repair the Project Database of the Stopped Project
Save a Project
Share the Project Folder on the Server
Share the Project folder, Configure User and Set Permissions using Windows
Start the Project
Start the System Management Console
Stop a Project
Verify the Full Computer Name of the System
Client/FEP Projects Configuration Procedures
Align a Client/FEP Project with the Server Project
Check the Client/FEP Project Consistency
Create a New Project in Automatic Configuration Mode on a Client/FEP
Create a New Project in Manual Configuration Mode on a Client/FEP
Modify the Client/FEP Project Parameters in Automatic Mode
Modify the Client/FEP Project Parameters in Manual Configuration Mode
Start the Client/FEP Project
Upgrade a Client/FEP Project
History Infrastructure Procedures
[Concept 1] Simple Archive with Single Storage
[Concept 2] Simple Archive with Two Storages
[Concept 3] Archive with Custom Storage Periods
[Concept 4] Retain Values from Individual Data Points
[Concept 5] Retain Values from Individual Data Points and Default Archive Groups
[Concept 6] Create and Configure Filter Group
[Default] Deletion After Custom Retention Period
Add or Rename Storage Names
Additional HDB Toolbar Control Procedures
Change the HDB on the Changed Server
Check Database Size, Properties and Create an Optional Alarm Message
Enable the SQL Server Browser
Insufficient HDB User Rights
Link an HDB to the SQL Server
Switch on TCP/IP
Unlink an HDB
Notification Database Procedures
Website Procedures
Install Application Request Routing (ARR)
Enable Proxy for the Application Request Routing (ARR) Cache in IIS
Create an IIS User and Assigning it to the IIS_IUSRS Group
Remove the Default IIS Website in IIS Manager
Upgrade a Website
Stop a Website
Delete a Website
Modify the Website Parameters
Save a Website
Start a Website
Web Application Procedures
Align a Web Application with the Server Project
Check the Consistency of a Web Application
Create a Web Application on a Remote Web Server (IIS) in Automatic Mode
Create a Web Application on a Remote Web Server (IIS) in Manual Configuration Mode
Create a Web Services Application on a Remote Web Server (IIS) in Automatic Mode
Create a Web Services Application on a Remote Web Server (IIS) in Manual Configuration Mode
Delete a Web Application
Install Certificates in the Trusted Publisher (TP) Store
Install Certificates in the Trusted Root Certification Authorities (TRCA) Store
Modify a Web Application on a Remote Web Server (IIS)
Modify a Web Application on a Server
Modify a Web Services Application on a Remote Web Server (IIS)
Modify a Web Services Application on a Server
Run Windows App Client on an IPv6 Network
Setting up a Server and a Remote Web Server (IIS) in a DMZ Network
Sign a Web Application
Upgrade a Web Application
Configuring CORS Policy for Web Service Interface
Website and Web Application Management on a Remote Web Server (IIS)
Download and Install Microsoft Web Deploy 3.6
Assign the Domain User as a Member of the IIS_IUSRS Group
Create a New Website or Edit an Existing Website in IIS
Create and Configure a Web Application for Export
Export a Web Application from the Source Machine
Import a Web Application on the Target Machine
Create Virtual Directories for a Web Application in IIS
Enable the WebDAV Authoring Rules for a Website
Set the WebDAV Authoring Rules for Virtual Directories
Verify/Create the Application Pool of a Web Application
Edit a Web Application
Remove a Web Application from IIS on the Source Machine
Security Certificates Procedures
Add Entries in the V3.txt File for Creating Multihost Certificate
Clear the Default Certificates
Create a Host Certificate (.pem)
Create a Root Certificate (.pem)
Import the Certificates in the Windows Store using MMC
Setting up the Distributed System
Fully Meshed Distributed Systems on a Single Server (Segmented Configuration)
Fully Meshed Distributed Systems On Separate Servers in Automatic Mode
Fully Meshed Distributed Systems on Separate Servers in Manual Mode
Hierarchical Distributed Systems on a Single Server
Hierarchical Distributed Systems on Separate Servers in Automatic Mode
Hierarchical Distributed Systems on Separate Servers in Manual Mode
Additional Procedures for Configuring Projects in Distribution
Enable the Distribution for a Project
Set the Project as Data Master
Add the Distribution Partner Project Entry in the Running Project
Add the Distribution Partner Project in Manual Mode
Add the Distribution Partner Project in Automatic Mode
Remove the Distribution Partner Project Entry
Change the Distribution Connection Type
Synchronize the Distribution Configuration
Add the Extensions from the Distribution Partner Project
Check the Consistency of Distribution Partners
Disable the Distribution for a Project
Link HDBs on different SQL Servers
Setting Reconnection Delay in Distributed Systems
Upgrading the Systems in Distribution (Hierarchical and Fully Meshed)
Web Service Interface Procedures
Setting Up the Mobile App Client
Setup Checklist for Mobile App
Web Services Communication Instance
Website for Mobile App
Web Services Application
Test the Mobile App Setup
Installing and Connecting the Mobile App
Setting Up the Flex Mobile App (PWA)
Setting up Stations
Installed Stations
Creating Stations
Setting Up a Closed Mode Installed Station
Check the GmsDefaultUser Accounts for Closed Mode
Align the GmsDefaultUser Passwords for Closed Mode
Set the GmsDefaultUser Account Password that Never Expires
Check GmsDefaultUser Permission on the Project Folder
Check GmsDefaultUser Permission on the Host Certificate Private Key
Apply Closed Mode to the Client Station
Setting Up a KIOSK Station in Building Automation Profiles
Removing Closed Mode from an Installed Station
Setting up Hardware and Peripherals
Monitoring the Hard Drive of a Station
Add a Hard Disk Drive (HDD) Object Under the Station
Set the Drive Letter to Monitor
(Optional) Monitor Server Disk Capacity
(Optional) Stop Hard Drive Monitoring of a Station
Monitoring the Battery of a UPS
Create the WMI UPS Object
Configure the WMI UPS
Check the Battery Status of a Monitored UPS
Export a WMI UPS Configuration to a File
Configuring Hardware Category and System Limits
Configuring Printers
Handling Backup Size of Imported Files
Flex Client Web Stations
Flex Client Deployment
Setup Checklist for Flex Client
IIS Web Server
Web Services Communication Instance
Website in SMC
Web Services Application
Flex Client Application
Access Flex Client URL
Multi Monitor System with Touchscreen Displays
Touch Screens
On-Screen Keyboard
Screen Test
Configuring Anonymous Flex Clients
Configuring an Identified Flex Client
Configure Certificates for Identified Flex Client
Configure the Identified Flex Station
Check the Outcome from the Identified Flex Station
Setting the Personal Use of Flex Client
Configuring a Flex Station With Default User
Setting Up Flex Client as Desktop App
Installing Flex Client as Desktop App
Setting a Default Window Layout for Flex Client
Editing Display Rules for Graphics
Setting Up a Closed Mode Flex Station
Flex Client Additional Topics
Troubleshooting Flex Client Issues
Configuring Client Profiles
Enabling Control Station in Danger Management
Enabling or Disabling Stations
Scopes
Configuring a Scope Definition
Set Up Scopes Subfolders
Open the Scopes Application
Configure the Scope Rules of the Scope Definition
Configure the Scope Exceptions of the Scope Definition
Save the Scope Definition
Additional Scopes Procedures
User and User Group Administration
User Group Administration
New Global User Group
Create a New Global User Group
Assign Scope Rights
Assign Event Rights
Assign Application Rights
New LDAP Domain Group
Configuring Domain
Creating User Groups for Domain Groups
Assigning Domain Groups to User Groups
Assigning Domain Groups to User Groups in a Distributed System
Configuring Users from Domain Groups
Enable Synchronization of Domain Groups
Automatic Synchronization of Domain Groups
Additional Domain Groups Procedures
New Local User Group
Create a New Local User Group
Assign Scope Rights
Assign Event Rights
Assign Application Rights
New Management Station User Group
Create a New Management Station User Group
Assign Scope Rights
Assign Event Rights
Assign Application Rights
New Station Group for Anonymous Web Clients
Create a New Station Group for Anonymous Web Clients
Assign Scope Rights
Assign Event Rights
Assign Application Rights
New Station Group for Identified Web Clients
Create a New Station Group for Identified Web Clients
Assign Scope Rights
Assign Event Rights
Assign Application Rights
Additional User Group Administration Procedures
User Administration
New Bulk User Import
Populate the Bulk User CSV File
Import the Bulk User CSV File
New Domain User
Define User Properties
Enable User
New Global User
Create a New Global User
Assign a User Group
Define User Properties
Enable User
New Global Windows User
Create a New Global Windows User
Assign a User Group
Define User Properties
Enable User
Set Domain Name for Logon
New Local User
Create a New Local User
Assign a User Group
Define User Properties
Enable User
New Local Windows User
Create a New Local Windows User
Assign a User Group
Define User Properties
Enable User
Set Domain Name for Logon
New OpenID User and Identity Provider Configuration
Obtain an Identity Provider Account
Create an Identity Provider
Create a New OpenID User
Configure the New OpenID User
Start the Flex Client with the OpenID User Account
Example: Auth0 Identity Provider Configuration
Additional Identity Provider Procedures
New Software Account User
Create a New Software Account User
Assign a User Group
Define User Properties
Additional User Administration Procedures
User Wizard
Create a New User
Select the workflow
Create a New User
Select the Type of User
Enter the User Settings
Select the User Group
Select the Type of User Group
Configure the New User Group
Start the User Wizard
Create a New User based on an Existing User
Select the workflow
Create Users by Copying Settings from Existing Users
Start the User Wizard
Create a New User Group
Select the workflow
Create a New User Group
Select the Type of User Group
Enter the User Group Information
Configure the New User Group
Add Configured Users to the Group
Start the User Wizard
Create a New User Group based on an Existing Group
Select the workflow
Create User Groups by Copying Settings from Existing Users
Start the User Wizard
Create a New Station Group
Select the workflow
Create a New Station Group
Select the Type of Station Group
Enter the Station Group Information
Configure the New Station Group
Add Configured Users to the Group
Start the User Wizard
Create a New Station Group based on an Existing Group
Select the workflow
Create Station Groups by Copying Settings from Existing Group
Start the User Wizard
Views
Creating and Auto-Populating the Logical View
Create the Logical View
Allow the Update of the Logical View to Reflect Changes in Linked Objects
Automatically Populate the Logical View
Update the Logical View to Reflect the Changes in Linked Objects
Creating and Auto-Populating the Physical View
Create the Physical View
Allow the Update of the Physical View to Reflect Changes in Linked Objects
Automatically Populate the Physical View
Update the Physical View to Reflect the Changes in Linked Objects
Creating and Building a User-Defined View
Create a User-Defined View
Allow the Update of the User-Defined View to reflect Changes in Linked Objects
Build up the Custom Structure of Levels (Aggregators) for the User-Defined View
Update the User-Defined View to Reflect the Changes in Linked Objects
Additional Views Procedures
Manually Modifying the Logical or Physical View
Associating a Graphic to a System Browser View
Modifying Node Descriptions in a System Browser View
Sorting Sibling Nodes in a System Browser View
Purging Empty Aggregators from a System Browser View
Restricting Access to a System Browser View
Deleting a System Browser View
Highlighting Linked Nodes in the System Browser Tree
Subsystem Integration
Poll Groups
Desigo PX
Additional procedures
Perform Data Import with Scan Devices
Use the Function Checker to Check the Project for Assigned Functions
Display and Edit Missing Functions
Automatically Assign Missing Functions
Additional Procedures
Use Own Edited Plant as a Reference Plant
Delete Reference Plant
Creating Related Items
Enable Overwrite Protection on Import Data
Changing Object Classification
BACnet Backup and Restore
Create BACnet Backups Manually
Create BACnet Backup Periodically
Create BACnet Backup Scheduled by Time
Restore BACnet Backup
Disabling Auto-APDU timeout setting
Start Desigo PX network wizard
Start Network Wizard and Configure Network
Select Driver
Configure Driver Settings
Define Views for System Browser
Set Import Procedure
Not Required in Desigo PX
Summary
Run Data Import
Start Data Import with Scan Devices
Adapting Heating Curve Graphic
Creating a Project Library
Defining Values for Heating Curve Graphic
Assigning Heating Curve Configuration
h,x-diagram for ventilation plants
Creating the h,x diagram
Assign data points
Assign a Function for h,x diagram
Modifications when using extract sensors
Importing BTL Library
Import BTL Library to a New Project
Import BTL Library to an Existing Project
Management Platform Gateway
Creating Scripts
Creating Virtual Data Points
Integration Subsystems 1
Integration Subsystem 2
Starting and Testing the Script
Desigo Automation
Running Desigo Automation Network Wizard
Transaction Mode V5 Info Box
Running Network Wizard and Configuring Network
Select Driver
Configure Driver Settings
Define Views for System Browser
Set Import Procedure
Define Room Automation Settings
Summary
Run Data Import
Start Data Import with Scan Devices
Additional procedures
Change Driver and Network Configuration
Perform a New Data Import
Perform Data Import using Device Discovery
Use the Function Checker to Check the Project for Assigned Functions
Display and Edit Missing Functions
Automatically Assign Missing Functions
Additional Procedures
Use Own Edited Plant as a Reference Plant
Delete Reference Plant
Creating Related Items
Enable Overwrite Protection on Import Data
Changing Object Classification
BACnet Backup and Restore
Create BACnet Backups Manually
Create BACnet Backup Periodically
Create BACnet Backup Scheduled by Time
Restore BACnet Backup
Disabling Auto-APDU timeout setting
Stopping the Desigo BACnet Driver
Deleting a Desigo BACnet Device
Deleting a Desigo BACnet Network
Purging Unused Objects
Time Sync Settings (Time Master)
Enabling Editors
Changing Project Size of Data Points
Importing Desigo Reports
Log On for the Setup and Service Assistant V5.1
Log On for the Web interface
Modifying the Client Profile
Acknowledging Common Alarm
Ensuring Data Consistency
Displaying Automation Station Information on a Data Point
Setting Internet Explorer as the Default for the Web interface
Checking the Desigo Certificate on the Automation Station
Manually Update the Summary Bar
Updating the Summary Bar for Multiple Automation Stations Using a Macro
Defining Server User Profiles
Configure Central Room Functions
Configure Room Management
Reassigning Room Segment
Reconfigure Lighting Control
Reconfigure Shading Control
Configure Room Operator Unit to Unused
Configuration Reports for Floors and Rooms
Additional Procedures
Configure Room Overview for Flex Client
Modify Logical View
Modify Network
Modify Building
Modify Floor
Configure Plant Overview for Flex Client
Modify Logical View
Modify Network
Modify Building
Modify Floor
Graphic Engineering
Creating and Editing Graphic Pages
Before Starting Graphic Engineering
Creating a 2D Ventilation Plant
Editing Individual Objects
Drawing a Ventilation Duct
Adding Fans
Adding a Ventilation Unit
Adding a Pump
Adding a Valve
Drawing Pipes
Adding a Damper
Adding Filters
Adding Sensors
Adding Thermostats
Adding Text to the Graphics Page
Adding Plant Point Text
Exchanging a 2D Symbol for a 2D+ Symbol
Checking Object Data
Copying and Moving the Graphics Page
Copying a Graphics Page
Moving a Graphics Page
Creating the Start Page
Creating the System Topology
Creating Plant Overview Page
Create a Plant Operator Tableau
Select a Sample Graphic
Create a Group Title
Create Plant Operation
Create the Setpoint
Add an Empty Line
Create Outputs
Link the Graphic to the Data Point
Change the Font Color
Create a Read Only Data Point
Creating Related Items
Additional procedures for Modifying Graphics
Creating a Graphic for a Moving Wall
Edit Graphic for Room Template
Modify Graphic for Room Lab
Adding Smart Thermostat to Floor Plan
Animation of a Coffee Machine
Working with the Graphics Generator
Convert Room Template on Graphic Page
Generating Graphics Pages
Delete Graphic Pages
Remove Selected Elements from a Selection
Library Modifications
Desigo Automation Application Modeling
Extended Import Rules
Connectivity
BACnet
BACnet Network
Adding a BACnet Network
Assigning a Driver to the BACnet Network
Monitoring Auto Discovery Progress
Configuring Block Commands Behavior
Creating Global Objects Folder Mapping
Deleting a BACnet Network
Copying and Deleting Notification Class Recipients
BACnet Driver
Adding a BACnet Driver
Configuring Basic Driver Settings
Creating and Importing Certificates for BACnet/SC
Configuring the BT BACnet Stack
Configuring Threads
Configuring Driver Devices as Cloaked
Configuring Time Synchronization
Deleting a BACnet Driver
BACnet Devices
Deleting a BACnet Device
Enabling Full Discovery
Disabling Full Discovery
BACnet Editor
Editing a BACnet Object
Specifying Alarming for a BACnet Object
Copying BACnet Alarms to Other Objects
Creating/Editing a Notification Class Object
Deleting a BACnet Object
BACnet Object Browser
Discovery
Define Hierarchies Mapping for Discovery
Configure Discovery Settings
Run Auto Discovery
Run Manual Discovery
Enable Automatic Object Discovery
Rediscover All Objects in a Device
Control Automatic Alarm Registration
View the Import Log
Discovery Rules
Customize Discovery Rules
Create New Discovery Rules
Configure Family Settings
Configure Hierarchy Settings
Create Object Mapping Rules
OPC Classic - OPC Client
Preparing the CSV Configuration Files for the Third-party OPC Server
Configuring Third-party OPC Client Connectivity
Importing Third-party OPC Server Data
Additional Third-party OPC Client Procedures
Customizing an OPC DA Library
Manually Creating an OPC Library
Importing Custom OPC Object Models into the OPC Library
Configuring Import Rules for a Manually Created OPC Library
Starting or Stopping the OPC Driver
Adjusting the OPC Server Reconnect Timer
Adjusting the OPC Group Settings
Deleting an OPC DA Client Configuration
Modifying the Behavior for Connection Lost
OPC Classic - OPC Server
Preliminary Procedure in Case of Software Upgrade
Configuring OPC DA Server Connectivity
Create a Software Account User for OPC
Create a User Group for OPC
Configure the Scopes for OPC Connectivity
Link Scopes to the OPC User Group
Configure the OPC DA Server
Start the OPC DA Server
Establishing Reliable and Secure DCOM Communication
Remove Windows Security
Set up Mutual User Account Recognition
Configure Default System-wide DCOM Settings
Configure Server-specific DCOM Settings
Restore Windows Security
Additional OPC DA Server Procedures
OPC Classic - Microsoft DCOM Hardening Changes
Set Windows Security Options
Modify the Registry Key
Windows Operating System Versions Released Before June 14, 2022
Windows Operating System Versions Released After June 14, 2022 but Before November 8, 2022
Windows Operating System Versions Released on November 8, 2022 or Later
Modify OPC DA Server DCOM Settings
SNMP
Configuring the SNMP Connectivity
Configuring SNMP Monitoring of a Printer
Configuring SNMP Monitoring of a UPS
Configuring SNMP Monitoring of Scalance Ethernet Switches
Configuring SNMP Monitoring of an Individual Property
Defining a Custom SNMP Device
Prepare a CSV Data Model File for the Custom SNMP Device
Create an SNMP Library for the Custom Device
Import the CSV Data Model File into the Customized Library
Define the Main Settings of the SNMP Object Models
Define the Properties Settings of the SNMP Object Models
Define the Details, Alarm, and Command Configuration for each Property in an SNMP Object Model
Configure SNMP Text Groups for the Custom Device
Configuring SNMP Monitoring of a Custom Device
Additional SNMP Procedures
Modifying SNMP Network Settings
Setting SNMPv1 or SNMPv2 Protocol
Setting SNMPv3 Protocol
Starting or Stopping the SNMP Driver
Duplicating an SNMP Device Configuration
Exporting an SNMP Device Configuration
Importing an SNMP Device Configuration
Deleting an SNMP Configuration
Managing the SNMP Libraries
Configuring Integer (GmsInt)
Configuring String (PvssString)
Configuring Time (PvssTime)
Configuring Unsigned Integer (GmsEnum)
Configuring Unsigned Integer (GmsUint)
Configuring Windows SNMP Service
3rd Party BACnet Integration
Integration of BACnet room devices in Desigo CC
Importing Siemens room devices with an EDE file
Creating an object model for 3rd party room devices
(Optional) Create a BACnet Driver for 3rd Party Integration
Create a Field Network for 3rd Party Integration
Workflow Online Engineering
Workflow Offline Engineering
Adapt Alarm Tables
Graphics
Graphics Editor
Associating Data Points and Symbols to a Graphic
Add a Data Point and Symbol to a Graphic
Add a Data Point and Symbol to a Graphic using the Library Browser
Associating Video Cameras with Objects from Graphics
Add and Configuring a Device Symbol to a Graphic
Draw a Coverage Area Symbol
Associate a Coverage Area Symbol with an Object Model
Changing the Color of Elements Based on Event Conditions
Gather the Property Text Group Values
Configure an Element Based on Event Conditions
Creating a Bar Graph Symbol
Draw the Bar Graph Symbol
Create the Fill and Clip Evaluations
Test the Animation
Save and Add the Star Substitution
(Optional) Test the Symbol Instance
Add Navigation to the Object Reference
Add the Symbol to a Function
Creating a Dropdown Control
Draw and Configure a Dropdown Command Control
Configure the Dropdown Command and Navigation Properties
Format the Dropdown Command Control
Creating a Floor Plan Graphic
Configure a Background Layer and Depth
Import a Background Image File or DWFx AutoCAD Drawing
Import a DWG or DFX Drawing
Create a Zone Layer
Set the Navigation Target
Create a Device Depth and Layer
Configure the Automatic Zoom Level of Selected Objects
Creating a Graphic Template
Create a Graphic Template
Configure Evaluations to Display Subpoint Values
Assign the Graphic Template to a Function
Test the Graphic Template
Creating a Grouped Command Control
Create a Grouped Command Control
Configure the Group Command and Navigation Properties
Creating a Numeric Control
Draw and Configure a Numeric Command Control
Configure the Numeric Command and Navigation Properties
Format the Numeric Command Control Properties
Creating a Password Control
Draw and Configure a Password Command Control
Configure the Passowrd Command and Navigation Properties
Format the Password Command Control Properties
Creating a Pipe Diagram
Create a Background Layer
Create a Pipe Layer
Prepare a Canvas to Draw Pipes
Draw a Straight Pipe Segment
Apply Color to a Pipe Element
Extend a Pipe Segment
Draw a Bend
Adjust a Pipe Section
Draw a Branch
Slide a Branch or Connection Handle
Draw and Configure a Pipe Coupling
Overlay a Pipe Coupling onto a Pipe Element
Repeat Steps as Needed
Add Symbols
Finalize Piping Diagram
Additional Pipe Diagram Procedures
Copy and Paste to Active or Selected Layer
Delete a Pipe Segment
Disconnect a Pipe Branch
Draw a Pipe Segment
Group Pipe and Pipe Coupling
Merge Pipe Segment and Branches
Move Pixel-by-Pixel
Select a Pipe Segment
Creating a Rotator Control
Draw a Rotator Command Control
Configure the Rotator Control Properties
Configure the Rotator Command and Navigation Properties
(Optional) Configure Tick Marks and Text Labels
Creating a Slider Control
Draw a Slider Command Control
Configure the Slider Command Control Properties
Configure the Slider Command and Navigation Properties
Creating a Spin Button Control
Draw a Spin Button Control
Configure the Spin Button Command Control Properties
Configure the Spin Button Command and Navigation Properties
Creating a String Command Control
Draw and Configure a String Command Control
Configure the String Command and Navigation Properties
Format the String Command Control Properties
Creating and Configuring a Symbol for a Custom Data Point
Create a Point Information Symbol
Reference the Custom Data Point Properties
Customizing a Nested HQ Symbol
Locate the HQ Symbol
Customize the Nested Symbol
Replace the Nested Symbol
Customize the Function
Associate the Customized Symbol and Function
(Optional) Test the New Symbol
Designating and Adding a Default Command Symbol to a Graphic
Designate the Default Command Symbol
Add the Default Command Symbol to a Graphic
Importing an AutoCAD Drawing
Import a DWFx AutoCAD Drawing
Import a DWG or DXF AutoCAD Drawing
(Optional) Apply Units to the Drawing
Add and Remove Layers and Blocks
(Optional) Select and Delete Objects, Texts, and Tables
(Optional) Crop an AutoCAD Drawing
Import and Save the Modified Drawing
Preparing to Create Controls to Command Objects
Related Topics
Gather Data Point Command Information
(Optional) Prepare to Work with Elements
Running the Consistency Checker Diagnostic Tool
Configure the Consistency Checker
(Optional) Load a Custom Task File
Run a Task in the Consistency Checker
Fix the Consistency Checker Errors
Setting up a Rotating Graphics Display
Profile Text: Display All
Profile Text: Display Customized Set of Graphics
Rotating Graphics Key-Value Table
Sample Profile - Customized Set of Graphics
Copy the Rotating Graphics Display Profile Text
Configure the Rotating Graphics Display Profile
Customize List of Graphics to Display
Set the Favorite Graphic and Designate the Profile
Test the Rotating Graphics Display
Adding Tags to Graphics
Additional Graphics Editor Procedures
Accessing the Graphics Editor
Activating Highlighted Objects
Adding Text Elements, Labels and Tooltips to a Graphic
Aligning Elements
Applying Bitmap Transparency
Applying Brush Editor Formats
Arranging the Ribbon and Quick Access Toolbar
Arranging the Workspace Layout
Arranging Views and Dock Panel Placement
Configuring Graphic Templates
Configuring NFPA_170 Symbols
Configuring Symbol Instances
Configuring the Animation Element
Configuring Viewports
Copying, Formatting, and Placement of Elements
Creating a Basic Symbol
Creating a Graphic
Creating a Multi-Parameter Button
Creating a Stand-Alone Command Button
Creating a Toggle Button
Creating Advanced Symbols
Creating Graphic Links
Defining Depths
Defining Evaluations
Example: Animation Evaluation
Example: Discrete Evaluation
Example: Linear Evaluation
Example: Multi Evaluation
Example: Simple Evaluation
Defining Layers
Drawing a Line Element
Drawing a Path Element
Drawing a Polygon Element
Drawing a Rectangle Element
Drawing an Ellipse, Arc, or Pie Shape
Filtering and Modifying Element Properties
Grouping Elements
Importing Graphics Files
Moving Elements to the Background or Foreground
Printing Graphics
Replicating Graphic Objects Based on Functions
Setting Grids on a Graphic
Setting Guidelines on a Graphic
Simulating Properties
Switching Modes
Working in the Element Tree View
Working with Find and Replace
Working with the Graphics Editor Library Browser
Working with the System Browser Library Browser
Zooming and Panning Options
Object Configuration
Configuring Validation
Creating Alarms
Create a BitString Alarm
Create a Continuous Alarm
Create a Discrete Alarm
Setting How Property Values Display
Configuring Related Items
Bulk Engineering Objects
Logging Data Values or Events
Navigating from Object Configurator to Libraries
Temporarily Taking a Sensor Out of Scan
Setting Override Protection for Objects
Editing an Object Name or Description
Setting the Informational Text
Creating Tags for Objects
Changing an Object Classification
Assigning a Function to an Object
Event Treatment
Configuring Event Rights
Configuring Event Handling Rules
Open the Event Settings Rule Application
Configure the General Settings of the Event Settings Rule
Configure the Event Settings Rule Filters
Save the Event Settings Rule
Configuring Operating Procedures for Assisted Treatment
Set Up Operating Procedures Subfolders
Create an Operating Procedure
Configure the General Settings of the Operating Procedure
Configure the Operating Procedure Filters
Save the Operating Procedure
Add the Steps of an Operating Procedure
Configuring the Document Viewer Step for Assisted Treatment
Create the Document Viewer Step
Configure the General Settings for the Step
(Optional) Configure the Print Settings for the Step
Configure the Additional Settings for the Step
Save the Step
Configuring the Graphics Step for Assisted Treatment
Create the Graphic Step
Configure the General Settings for the Step
Configure the Additional Settings for the Step
Save the Step
Configuring the Report Step for Assisted Treatment
Create the Report Step
Configure the General Settings for the Step
Configure the Additional Settings for the Step
Save the Step
Configuring the Treatment Form Step for Assisted Treatment
Create the Report Step
Configure the General Settings for the Step
Configure the Additional Settings for the Step
Save the Step
Configuring the Alarm Printout Step for Assisted Treatment
Create the Alarm Printout Step
Configure the General Settings for the Step
Configure the Additional Settings for the Step
Save the Step
Additional Event Treatment Procedures
Enabling or Disabling Event Settings Rules
Deleting Event Settings Rules
[Example] Configuring an Event Settings Rule to Automatically Open Event List
Enabling or Disabling Operating Procedures
Modifying the Priority of Operating Procedures
Adjusting the Execution Order of Steps in an Operating Procedure
Deleting Operating Procedures, Folders, or Steps
Configuring the Scope for the Alarm Suppression Visualization
Hiding Active Events When Alarm Suppression is Enabled
Configuring Informational Text
Notification
Integrating Notification into the Management Platform
Integrate the Devices
Create and Configure Recipients
Create and Configure Notification Template
Create and Configure Incident Template
(Optional) Configure Easy Buttons
Creating and Configuring Recipients
Configure User Device Types and Delivering Methods
Create Recipient Users
Save Recipient Users or Recipient Devices
Creating and Configuring Notification Template
Create a Message Template
Configure the Message Template
Save the Message Template
Creating and Configuring Incident Template
Create Incident Templates
Configure Incident Templates
Save the Incident Template
Creating and Configuring Operating Procedure Steps for Notifications
Create the Notification Incident Step
Configure the General Settings for the Step
Configure the Additional Settings for the Step
Additional Device Integration Workflows
Creating and Configuring ESPA Paging System
Create and Start a ESPA Paging System Driver
Configure a ESPA Paging System Driver
Create ESPA Paging System Field Network
Create ESPA Paging System Device
ESPA Paging System Device Message Order
Configure Recipient User Devices
Creating and Configuring Serial Modem
Create and Start a GSM Modem Driver
Configure a GSM Modem Driver
Create a GSM Modem Field Network
Create a Serial Modem Device
Configure Recipient User Devices
Creating and Configuring IP Modem
Create and Start a GSM Modem Driver
Configure a GSM Modem Driver
Create a GSM Modem Field Network
Create an IP Modem Device
Configure Recipient User Devices
Creating and Configuring Redundancy Supplemental Feature
Log in Stratus everRun Availability Console
Create Virtual CD
Create New Virtual Machine
Upgrade everRun Software
Verify Before Notification System Installation
Verify after Installing Notification System
Creating and Configuring SMTP Email Server
Create and Start a SMTP Email Driver
Configuring a SMTP Email Driver
Create a SMTP Email Field Network
Create a SMTP Email Server
(Optional) Create an Incoming Email Server
Configure Recipient User Devices
Additional Notification Procedures
Installation and Project Setup
Easy Buttons
Incidents
Launch Groups
Incident Trigger Rules
Incident Templates
Import and Export Incident Templates
Initiate an Incident
Enable Incident Triggering
All Incident Operations using Reactions
Notifications
Message Template
Launch Messages
Change Notification Template State
User Variables
Import Notifications
Export Notifications
Configure Message Branding
Configure Message Identity
Recipients
Recipient Users
Recipient Groups
Recipient User Device Types
Recipient User Languages
Import Recipients
Export Recipients
Notification Wizard
Send Notification upon Event Conditions
Using Scripts in the Message Template
Controlling the Recipients Availability using the Management Scheduler
Upgrading V4.2/V5.0 Projects with Notification Database to V5.x and Later
Logics
Macros
Configuring Macros
Set Up Macros Subfolders
Open the Macro Editor
Configure Instructions in the Macro
(Optional) Adjust the Instructions in the Macro
Save the Macro
Set Macro Rights
Setting Up Block Command Macros
Enable Block Commands for a Network
Create a Block Command Macro for Multiple Networks
Additional Macros Procedures
Enabling or Disabling Macros
Deleting Macros or Folders
[Example] Using Macros for Bulk Engineering
Reactions
Configuring Reactions
Set Up Reactions Subfolders
Open the Reaction Editor
Configure the Input Triggers of the Reaction
Configure the Output Instructions of the Reaction
Enter Notes and Save the Reaction
Additional Reactions Procedures
Enabling or Disabling Reactions
Deleting Reactions and Folders
[Example] Converting the Output Instructions
[Example] Creating a Reaction to Automatically Back Up the Project and History Database on Sunday Nights
Organization Modes
[Example] Manually Setting an Organization Mode
[Example] Creating a New Organization Mode Based on an Existing One
[Example] Automatically Setting an Organization Mode as the Output of a Reaction
[Example] Automatically Setting an Organization Mode as the Output of a Schedule
[Example] Changing the Text Group of an Organization Mode
[Example] Creating a Custom Text Group for Organization Modes in the Libraries
Scripts
Integrating Scripting
Install or Upgrade the Scripts Extension
Add the Scripts Extension to a Project
Check Scripts Application Rights
Executing Scripts
Make Scripts Available for Execution
Enable or Disable Scripts
Manually Execute or Stop Scripts
Start a Script with Parameters
Set a Script to Execute Automatically on Project Startup
Set the Execution Credentials for a Script
[Example] Automate a Script with a Reaction
[Example] Automate Scripts with a Macro
Writing Scripts
Configuring Scripts Libraries
Create a Scripting Library
Prepare Scripts for a Library
Import Scripts into a Library
Modify a Library Script
Link Objects to a Library Script
Create the Missing Objects Required by a Library Script
Hash a Library Script
Protect a Library Script
Sign or Unsign Library Scripts
Delete a Script from a Scripts Library
Configuring Virtual Objects
Additional Scripts Procedures
Creating Subfolders for Organizing Scripts
Deleting Scripts or Folders
Importing a Library Script into the Project
Importing Scripts into the Project from a File
Exporting Scripts from the Project to a File
Monitoring the CPU Usage of Scripts
Configuring Scripts Trusted Certificate Authorities
Validating Script Signatures
Journaling
Configuring Journaling Printouts
Map a Journaling Printer to a Template
Create a New Journaling Definition
Assign a Journaling Printer to a Journaling Definition
Configure the Events Filter of the Journaling Definition
Configure the Actions Filter of the Journaling Definition
Configure the Values and States Filter of the Journaling Definition
Save the Journaling Definition
Customizing a Journaling Template
Open the Journaling Template File
Configure Journaling Paper Type
Configure Journaling Margins and Paper Orientation
Configure Journaling Fonts
Configure Journaling Page Headers
Configure Journaling Page Footers
Configure Journaling Items Per Page
Configure Journaling Language Settings
Configure Journaling Printable Columns
Apply the Changes Made to a Journaling Template
Additional Journaling Procedures
Library Management
Libraries
Configuring Event Schemas in a Library
Prepare any Custom Colors, Sounds, or Categories
Add a Schema to the Events Library
Define the Category and Event Mapping of a Schema
Apply the Event Schema to a Project
Configuring SiB-X Import Rules in a Library
Add an Import Rules Block to the Library
Extract Import Rules Data from a SiB-X File
Configure Hierarchies for SiB-X Import Rules
Configure Objects and Properties for SiB-X Import Rules
Map Instance Attributes for SiB-X Import Rules
Configuring Text Group Extensions for Categories
Add Text Group Extensions for the New Category
Configure the Text Group Extension for the Category Full Text
Configure Text Group Extension for the Category Short
Configure Text Group Extensions for the Propagation Summary Status
Export and Re-import the Customized Events Library
Additional Libraries Procedures
Manually Creating a New Library
Adding Blocks to a Library
Determining the Allowed Customization Level
Creating a Customized Library
Creating a Customized Events Library
Deleting a Block, Library, or Folder
Updating the Version Information of a Library Block
Updating the Version and Dependencies of a Library
Exporting, Importing or Upgrading Libraries
Configuring Sounds and Media in a Library
Configuring Icons in a Library
Configuring Event Colors in a Library
Configuring Event Categories in a Library
Applying an Event Schema to a Project
Creating and Configuring a Unit Conversion Table
[Example] Configuring a Custom Global Events Library
Create the Customized Events Library
Configure Text Group Extensions
Add and Configure New Event Colors
Add, Configure, and Apply a New Event Schema
Check the Result: Alarms Appearance and Behavior
Disabling Alarm Suppression for an Event Schema
Copying Library Localization Texts from Above Customization Level
Models and Functions
Creating and Configuring an Object Model
Create an Object Model at the Required Customization Level
Define the Main Settings of an Object Model
Configure Properties of an Object Model
Associate Graphics / Symbols to an Object Model
Creating and Configuring a Function
Create a Functions Block at the Required Customization Level
Create a New Function
Configure the Function
Configuring Properties in Object Models or Functions
Setting Up Commands in Object Models
Configuring Alarms in Object Models
Field System (FS) Alarms
Management Station (MS) Alarms
Assigning Graphics / Symbols to an Object Model or Function
Mapping Functions to Object Models
Modifying Alarm Tables
Create an Alarm Tables Block (folder) at the Required Customization Level
Create an Alarm Table at the Required Customization Level
Configure or Edit an Alarm Table
Assign the Alarm Table to a Device or Object Model
Delete an Alarm Table
Checking the Event Schema Mappings
Text Localization
Exporting Texts to Localize
Importing Localized Texts
Adapting Tiles for Room Overview in Flex Client
Create Folder for Software Options
Create Software Option for Tile
Configure Tile
Adapting Tiles for Plant Overview in Flex Client
Create Folder for Software Options
Create Software Option for Tile
Configure Tile
Importing BTL Library
Import BTL Library to a New Project
Import BTL Library to an Existing Project
Operator Tasks
Configuring Operator Tasks Templates
Setting Operator Tasks Application Rights
Licensing
Checking Licenses
Refreshing License Data
Shutting Down the System Before License Mode Expiration
Disabling License Expiration Notification
Reserving Licenses to Specific Servers
Migration
Management Station Schedules and Calendars
Migrating CS11 AlgoRex to FS20
Reconfiguring FS20
Other Applications
Extended Items
Viewing an Extended Item
Viewing Links
Viewing Icons
Grouping Items in the List
Ungrouping Items in the List
Creating a New Object
Extended Operation
Commanding Properties
Commanding Properties for Multiple Objects
Text Group Editor
Trace Viewer
Run the Log Report
Analyze the Log Report
Search for Information
Erase the Log File
Close the Log Report
Macro Viewer
Configure the Macro Viewer for a Station
Configure the Macro Viewer for a User
Add and Remove Macro Viewer Objects
Node Map
Configuring the Node Map Application Rights
Customizing the Node Map
Upgrading Projects with the Node Map
Engineering Console
Engineering Reference
Installation
System Overview
System Components
Server
Web Server (IIS)
Client Options
Front End Processor (FEP)
History Database Server
System Deployments
Stand-Alone System
Client/Server
Server and a Remote Web Server (IIS)
Distributed Systems
Fully Meshed Distributed Systems on a Single Server (Segmented Configuration)
Fully Meshed Distributed Systems on Separate Servers
Hierarchical Distributed Systems on a Single Server
Hierarchical Distributed Systems on Separate Servers
Installer Troubleshooting
Application Request Routing (ARR) not Visible in IIS Manager/Creation of Web Service Application Fails
Cannot Import or Export Libraries, or Save an Object in the Windows App Client
Cannot Obtain a License
Cannot Work with Multiple Clients
Cannot Uninstall OPC Core Component V3.0.10800 Prerequisite
Changing User Account Control Settings
Consistency Check Scenarios
Description of Installer Error Codes
Installation of some prerequisites fails even after machine restart
Post Installation Error Codes and Troubleshooting
Powershell Crashes on Execution of Post Installation Steps
Reduce Disk Space Volume
Return User Account Control Settings to Default or Always Notify
Silent Uninstaller Exit Codes
System Fails to Start
Turn Off the Windows Features to Increase Performance
Use Cleanup to Reduce Data Volume on the Hard Drive
Consistency Check takes longer time before Installation
Long Folder Path fails Fresh Installation or Upgrade with an Error
Project Setup
SMC User Interface Basics
SMC System Settings
Security Expander
Service Admin Expander
Services Expander
Settings Expander
Closed Mode Settings
HDB Service Account Settings
Select User Dialog Box
Service Port Settings (Only on Server SMC)
System Account Settings
Projects
Stand-Alone System
Client/Server Setup
Project Restore and Upgrade Settings
Project Creation Settings
Client Project Information Expander
Communication Security Expander - Web Server Communication
Select Certificate Dialog Box
Communication Security Expander (On Client/FEP)
Server Information Expander
Management Tab on Server, Client/FEP
Management Tab Toolbar on Server, Client/FEP
User Credentials Expander
Server Project Information Expander
Select Project Extensions Dialog Box
Project Modification Settings
Communication Security Expander
Distribution Connections Expander
Distribution Participants Expander
Extension Information Expander
Profiles Expander
Project Settings Toolbar
Project Shares Expander
Manager Details Expander
Server Project Information Expander
Project and HDB Backup
Websites and Web Applications
Server with Remote Web Server (IIS) on Client/FEP
Stand-Alone System with Local Web Server (IIS)
Websites
Details Expander
Naming Rules for Websites, Web Applications, Web Server, and Projects
Tip for Working with Third-Party Websites/Web Applications
Websites Toolbar
Web Applications on Server
Project Information: Web Server Communication
Server Information Expander
Web Application Details Expander
Web Application Toolbar
Web Applications on Client/FEP
Web Application Details Expander
Project Information: Web Server Communication Expander on Client/FEP
Server Information Expander
Web Site and Web Application Certificates
Tips When Browsing the Website or Web Application URL
Website and Web Application Certificate Stores
Web Service Interface
Web Service Interface Secure Connection
Secure Connection on one Computer
Secured Connection Between two Computers
CORS Policy Configuration
System Architecture and System Limits
Using the Web Service Interface
Web Services Application Creation and Modification
Web Services Settings during Project Modification
Web Services Application on Client/FEP
Project Information: Web Services Communication Expander on Client/FEP
History Infrastructure
Terminologies Applicable to Historic Database (HDB) and Notification Database (NDB)
Terminologies of History Infrastructure
Archive Files
Custom Archive Groups
Default Archive Groups
Emergency Delete
Filter Groups
Full Data Backup
HD2 Files
HDB Exclusive Locked
History Infrastructure for Reporting in a Distributed System
Long Term Storage
Recommendation for Best SQL Server Performance
Recovery Models
Retention Time
Short Term Storage
Simple Data Backup
Slices
Store System and User Activities
Terminologies of Notification Database
Full Data Backup
Recovery Models
Simple Data Backup
History Infrastructure Workspace
Notification Database Configuration
Concept of Deleting History Data
Concept of Long Term Storage (LTS)
Examples of Archiving Concepts
Security Certificates
Certificate Types and Certificate Stores after Import
Security Configurations - Deployment Scenarios
Stand-Alone System without a Local Web Server (IIS)
Stand-Alone System with a Local Web Server (IIS)
Client/Server
Server and a Remote Web Server (IIS)
Server and a Remote Web Server (IIS) in a DMZ Network
Security Configurations - Deployment Scenarios
Stand-Alone (Single Station) System
Client/Server with Local Intranet Web Server
Client/Server with Remote Web Server
Security Certificates Workspace
Root Certificate Information Expander (.pem)
Host Certificate Information Expander (.pem)
Root Certificate Information Expander (.pfx)
Host Certificate Information Expander (.pfx)
Self-Signed Certificate (.pfx) Information Expander
Import Certificate Expander
Default Certificates Expander
SMC Troubleshooting
Troubleshooting the SMC Startup on Windows Server Machines
Troubleshooting Projects
Managing Issues when Starting, Editing, Restoring, Upgrading, Activating, and Deleting Projects
Troubleshooting Distributed Systems Setup
Logon Box Does Not Display on Launching Client Application on Client or FEP Station
Troubleshooting the Environment Change for Already Shared Projects
Unable to Set Security Permissions on Websites/Projects Folder
Cannot Configure Domain User as a System Account User
Cannot work with Project, Website, Web Application, History Database Created Manually or Using Post Installation Step
Data Decryption fails after a project is copied from one machine to another or after restoring the project
Unable to View Graphics or Objects in a Distributed System
Cannot Start Bacnet Driver on Fresh Installation
Common Error Conditions on Project Restart
Troubleshooting Websites and Web Applications
Cannot Create or Save Website
Cannot Access the Management Station Webpage
Cannot Access WSI from a Different Domain
Connecting to the Server Error
File Transfer Between a Web Server (IIS) and a Windows App Client Fails with HTTP 404 Error Code
Troubleshooting a Chain Validity Message While Creating or Modifying a Website or Application
Troubleshooting a Network Error (dns_unresolved_hostname) Error Message
Troubleshooting IIS
Troubleshooting the Certificate Error: Navigation Blocked
Cannot Launch the System Web Page with HTTP 500 Internal Server Error
Installing Click Once Client fails with Domain Administrator User Account
Troubleshooting the HDB, NDB and Long Term Storage (LTS)
Mobile App Client
Overview of the Mobile App
Mobile App System Requirements and Limits
Mobile App Credentials Reference
Mobile App Notifications Reference
Mobile App Deployment Architectures
Mobile App Security Recommendations
Push Notifications Extension
Mobile App Troubleshooting
Mobile App Server Not Available
Check Mobile Device internet/Intranet Connection
Test Connection to Web Service
Mobile App Login Errors
Mobile App Local Notifications Do Not Display
Mobile App Auto-Logout With Local Notifications
Stations Setup
Stations
Station Configuration Parameters
Stations and Capabilities
Closed Mode Installed Station
Hardware and Peripherals
Hardware Category and System Limits
Hard Disk Drive Monitoring
Emergency Mode
WMI UPS Monitoring
Printers
Standard Client Profiles
BAS_EN Client Profile
Client Profile for Display-Only Clients (KIOSK)
Flex Client Profiles
Scopes
Overview of Scopes
Scopes Workspace
Examples of Scopes Configurations
User and User Group Administration
User Group Administration
User Administration
Application Rights
User Roles/Group Membership Table
Bulk User Import
Identity Providers
User Wizard Workspace
Views
Overview of Views
Management View
Application View
Logical View
Physical View
User-Defined View
Views Configuration Workspace
View Builder Workspace
Subsystem Integration
- Field Data Import
- Transaction Mode
- Drivers Troubleshooting
- Poll Groups
- Naming Conventions
Desigo PX
General Information
Compatibility List
Special Features for Desigo PX
Troubleshooting in Desigo PX
Management Platform Gateway
Desigo Automation
Introduction
Topology Examples
Special Features of Desigo Automation
Information on Drivers, Network, and Import Process
Central Room Functions Workspace
Workspace Room Management
Workspace Room Graphic Generator
Adapt RC-Specific Libraries for Room Graphics
Desigo Building Automation Pane
Extended Import Rules
Basic Reference Graphics Engineering
Navigation Concept
Graphics Pages in the Project
Graphic Generator for Generation Plants
Troubleshooting in Desigo Automation
Network Setup Wizard
Connectivity
BACnet
BACnet Driver
BT BACnet Stack Config
Settings
Threads
Debug Flags for BACnet Driver Issues
Using Debug Flags to Trace BACnet Problems
BACnet Driver Troubleshooting
BACnet Network
Network Setting
Auto Discovery Progress
Block Commands Reference
Global Objects Folder Mapping Reference
Notification Class Bulk Editor
BACnet Devices
Device Info
COV and Polling Info
Timing and Status Info
Backup/Restore Information
Discovery Info
Device Audit Logs
Other Settings
BACnet Editor
BACnet Alarming
BACnet Object Creation
Notification Class Object
BACnet Editor Workspace
BACnet Object Browser
Main Window
Who-Is-Feature
Who-Has-Feature
Read and Write Properties
Views
Object Types
Filters
Expandable Lists
Browser Menu
View Menu
Services Menu
Toolbar Buttons
Dialog Boxes
Discovery
Discovery Troubleshooting
Discovery Rules
Customize Discovery Rules
Create New Discovery Rules
Family Settings
Hierarchy Settings
Object Mapping Rules
OPC Classic - OPC Client
Third-party OPC Client Connectivity
OPC DA Library
OPC Library Import Rules
Object and Properties for OPC
OPC Items Data Types
OPC Items Transformation Types
OPC Items Direction
OPC Object Models
OPC Object Model Definition
OPC Mandatory Data Type Elements Reference Table
CSV File for Third-party OPC Devices
OPC Items Import
OPC Driver and Network
Third-Party OPC Server Workspace
Properties and Commands of an OPC Server
Properties and Commands of an OPC Group
Alarms Configuration for OPC
OPC Conversion Tool
OPC Classic - OPC Server
OPC DA Server Connectivity
OPC DA Server Limits
OPC Items Format
Example of Exported OPC CSV File
OPC DA Server Library
Scope for OPC Connectivity
OPC Security Settings
OPC User Software Account, User Group and Scope Rights
Allow Commanding OPC Items
OPC DA Server Workspace
OPC DA Server Commands
OPC and DCOM Security
OPC DA Server Troubleshooting
Standard OPC Error Codes
Troubleshooting OPC DA Server User Account
Troubleshooting OPC Server DA Status
Troubleshooting OPC Data Alignment
Troubleshooting Error OPC_E_BADRIGHTS (0xC0040006)
Troubleshooting the OPC Core Component
Timeout Issues When S7 Points Are Exposed by the OPC Server
Unable to Write all the Values Through OPC DA Server
PX Quality Flag Issue When PX Points are Exposed by the OPC DA Server
Troubleshooting OPC DA Server Invalid State When the Project is Stopped
DCOM Errors and Troubleshooting
0x800401F3 DCOM Error
0x80040202 DCOM Error
0x80070002 DCOM Error
0x80070003 DCOM Error
0x80070005 DCOM Error
0x800706BA DCOM Error
Cannot Browse for OPC Servers on Remote Computer
SNMP
SNMP Connectivity
SNMP Library
SNMP Data Model
SNMP Printer
SNMP Device Monitoring
SNMP Device Configuration Workspace
MIB Files and MIB Browsers for SNMP Devices
SNMP Data Types Relationship
SNMP Troubleshooting
3rd Party BACnet Reference
3rd Party BACnet Troubleshooting
BACnet Network Fire Options
BACnet Network Request/Grant/Deny Options
Graphics
Graphics Editor
Overview of Graphics
AutoCAD File Import
New Node
Brush View and Brushes Group
Command Control Configuration
Command Control Elements and Symbols
Configuring Elements
Consistency Checker Diagnostic Tool Tasks
Coverage Area
Depth
Drag-and-Drop in the Graphics Editor
Element and Graphic Properties
Element Handles and Tooltips
Element Types
Evaluation Types
Evaluation Expressions and Properties
Find and Replace
Graphic Components and Types
Graphic Templates
Grids Properties
Guidelines on a Graphic
Highlighted Nodes in System Browser Linked to a Graphic
Importing Graphics
Keyboard Shortcuts
Layers
Library Browser - Graphics Editor
Modes in the Graphics Editor
Printing in the Graphics Editor
Scripts in Graphics
Security Access for the Graphics Editor
Stroke
Symbol Basics
Symbol Object References, Substitutions and Evaluations
Symbol Styles
Text Tables and Translated Text Labels
Tooltips
User Settings in the Graphics Editor
Value Simulation
Viewports
Views and Dock Panel
Zooming and Panning
Graphics Editor Workspace
Aerial View
AutoCAD Importer
Brush Editor View
Consistency Checker Diagnostics Tool
Contextual Menus
Depths View
Drag and Drop Cursor
Element Tree View
Evaluation Editor View
File Menu
Find and Replace View
Graphic Templates Browser
Graphics Editor Library Browser
Graphics Editor Toolbar
Graphics Editor Workspace
Home Tab
Open Dialog Box
Options Tab
Page Setup View
Pipe Element and Coupling Tooltips
Print Preview
Properties View
Quick Access Toolbar
Ribbon
Status Bar
System Browser Library Browser
Value Simulator View
View Tab
Views
Work Area
Graphics Editor Troubleshooting
Object Configurator
Concept
Object Configurator Workspace
Main Expander
Properties Expander
Details Expander
Alarm Configuration Expander
Value Smoothing
Filter Groups Workspace
Event Treatment
Event Handling Rules
Event Settings Workspace
Properties and Commands of an Event Settings Rule
Operating Procedures for Assisted Treatment
Overview of Operating Procedures
Main Operating Procedures Folder Workspace
Operating Procedures Workspace
Procedure Step Workspace
Properties and Commands of Operating Procedures and Steps
Operating Procedures Toolbar Controls
Notification
Overview of Notification
Installation and Project Setup
Monitoring Database and Hard Disk Drive Space
Notification Licenses
Validation Profile for Notification
Notification in Distributed Systems
Notification Workspace – Application View
Recipients and Recipients Editor Tab
Recipient Editor Tab
Recipients
User Device Types
Recipient Languages
Import Tab
Export Tab
Easy Buttons Tab
Incidents and Incident Templates Tab
Incident Template Workspace
General Settings Expander
Incident Template Structure Expander
Incident Template Trigger Expander
Startup Parameters
Time and Organization Mode
Trigger Rules
Message Optimization Parameters
Incident Templates
Notifications and Notification Templates
Notification Templates Tab
Message Editor Tab
Message Editor
Content Editor
Notification Workspace – Management View
Drivers
Field Networks
Devices
Notification Operating Procedure Steps
Notification Troubleshooting
Troubleshooting Easy Buttons Configurations
Troubleshooting notifications related to BACnet Alarm
Logics
Macros
Overview of Macros
Macros Workspace
Properties and Commands of a Macro
Block Command Macros
Reactions
Overview of Reactions
Reactions Workspace
Properties and Commands of a Reaction
Reactions in Distributed Systems
Triggers and Filters
Time and Organization Mode Conditions
Events Conditions
Values and States Conditions
Organization Modes
Overview of Organization Modes
Scripts
Scripts Integration
Execution of Scripts
Script Editor Workspace
Trusted CAs Workspace
Scripts Libraries
Virtual Objects
Virtual Objects Overview
Virtual Objects Import
CSV File for Virtual Objects
Scripts Syntax Reference
Browse and Search for Objects Types and Functions
Search Functions
BrowserObject Type
BrowserObjects Type
Point Type
Filter Type
DisciplineFilter Type
DisciplineFilters Type
TypeFilter Type
TypeFilters Type
Browse the Tree Structure Types and Functions
BrowserObjectResult Type
BrowserObjectsResult Type
Command Objects Types and Functions
getCommandList Function
executeCommand Functions
executePropertyCommand Function
Command Type
Commands Type
CommandListResult Type
CommandResult Type
Debug with Console and Trace Messages Types and Functions
console Function
Trace Functions
Error Type
Date- and Time-related Functions
File Access Types and Functions
Files Exist Function
Read Files Functions
Read File Lines Functions
Write Files Functions
Append Data to Files Functions
Get Properties of Files or Directories Functions
Get the List of Files in a Directory Functions
Delete Files or Directories Functions
FileReadResult Type
FileWriteResult Type
FileRemoveResult Type
FileGetPropertiesResult Type
FileGetListResult Type
Import Function from External DLLs
importNamespace Function
Include Scripts Functions
include Function
Collect Function
Math Functions
Read Object Properties, Values, and Attributes Types and Functions
read Function
getProperties Function
Attributes Type
PropertyValue Type
BigNumber Type
QualityBits Type
Use of Mapped Properties Defined in Functions
Read and Subscribe to Alarms Functions
getEventCategories Function
EventCategory Type
EventCategories Type
getEventsSync and getEvents Functions
GetEventsResult Type
EventFilter Type
EventItem Type
EventItems Type
EventState Type
EventStates Type
EventSourceState Type
EventCommand Type
EventCommands Type
EventDirection Type
EventTimerStatus Type
Strings Type
subscribeEvents and unsubscribeEvents
SubscribeEventsResult Type
UnsubscribeEventsResult Type
Read Historical Values (Time Series) Functions
trendDataReadSync and trendDataRead Functions
TrendDataReadResult Type
TrendPropertyValue Type
TrendPropertyValues Type
Values Type
String Operators
Subscribe and Unsubscribe Types and Functions
subscribeValues Function
unsubscribeValues Function
SubscribeValuesResult Type
UnsubscribeValuesResult Type
Sessions Types and Functions
getSessions Function
subscribeSessions and unsubscribeSessions
SessionObject Type
SessionObjects Type
SubscribeSessionsResult Type
UnsubscribeEventsResult Type
Wait Statements
waitUntil Function
Other Time-related Functions
WaitUntilResult Type
Functions to Get Information on the Current Execution
getCurrentStation
getCurrentSystem
getCurrentScript
Miscellaneous
terminate Function for Scripts
Handle Scripts in Distributed Systems
SystemObject Type
Format of a Library Script
JSON Syntax for Passing Parameters to Scripts
Preparing a Script to Start with Parameters
Scripts Code Samples
Search System Objects in the Logics Folder and Print to Console Results
Subscribe to Present Value Changes and Print to Console Results
Filter System Objects and Trace Results
Set to Active/Quiet State Filtered System Object and Print to Console
Set to Active/Quiet State Filtered System Object by Calling Multiple Functions
Print to Console Details of System Objects that Match Filter Criteria
Write, Read, and Print to Console Virtual Datapoints
Send Email Command for a Scheduled External Application Report
Download Output File for a Scheduled External Application Report
Journaling
Overview of Journaling
Journaling Printer – Template Map
Journaling Definition
Journaling Troubleshooting
Library Management
Libraries
Libraries Structure and Customization Levels
Libraries Export/Import
Library Configurator Workspaces
Media Library
Icons Library
Events Library
Alarm Classes
Event Colors
Event Schemas
Category Mapping of a Schema
Event Mapping of a Schema
Troubleshooting Event Schemas
Object Model Import
CSV File for Object Models
Data Point Type Data
Data Point Element Data
Element Types
Example of CSV File for Object Models
JSON File for Object Models
List of Data Point Types
Data Point Type
Data Point Element
PVSSType Object
Element Types
Example JSON File for Object Models with the Same Data Point Types Configuration as the CSV file
Data Point Type Configuration
Data Point Element Configuration
Status Object
ArrayAttributes Object
GMSType
GmsBool Configuration
GmsInt Configuration
GmsUint Configuration
GmsReal Configuration
GmsEnum Configuration
GmsBitString Configuration
GmsDateTime Configuration
GmsDuration Configuration
GmsBitString64 Configuration
GmsInt64 Configuration
GmsUint64 Configuration
GmsNone Configuration
References Configuration
Text Groups Configuration
Commands Configuration
Commands Properties
Command Data
Dependency Data
Parameter Data
Example of Command Definition for a DPE
Alarms Configuration
None — No Alarm Configuration
Field System Alarms
Management Station Alarms
Example of JSON File
Export of an Object Model into JSON Format
SiB-X Import Rules
Import Rules Workspace
Unit Conversion Table
Models and Functions
Object Model Editor Workspace
Function Editor Workspace
Main Expander
Properties Expander
Property Details Expander
Alarm Configuration Expander
Command Configuration Expander
Function Mapper Expander
Graphic Templates and Symbols Expanders
Valid Flag and Presetting Behavior
Data Modeling Concepts
User Roles and Configuration Aspects
Data Model
Function Concept
Mapping a Function to an Object Model
Property Mapping
Simple Mapping
Functional Mapping
Extended Mapping
Mixed Mapping
Example: Data Processing in System
Example: Data Processing for Applications
Configuration Editors
Alarm Concept
Field System Alarms
Management Station Alarms
Restrictions to the Customization in Libraries
Text Localization
Overview of Text Localization
Export of Texts for Localization
Import of Localized Texts
Operator Tasks
Operator Tasks Integration
Operator Tasks Template Configuration (JSON) File
Troubleshooting Operator Tasks Templates
Licensing
Overview of Licensing
Licensing Workspace
License Modes
Licensing Troubleshooting
Migration
Management Station Schedules and Calendars to Flex Client
Validated Schedule Objects Migration
Migrating CS11 AlgoRex to FS20
CS11 AlgoRex To FS20 Migration Limits and Compatibility
Reconfiguring FS20
FS20 Reconfiguration Limits and Compatibility
Other Applications
Extended Items
Overview of Extended Items
Extended Items Workspace
Extended Operation
Workspace
Properties and Commanding
Command Priorities and Priority Arrays
Summary Status
Multiple-Object Commanding
Propagation
Text Group Editor
Trace Viewer
Special Features / Constraints
Macro Viewer
Node Map
Engineering Console
Recommended workflows
Correlated workflows
UL/ULC Compliant Systems
More Engineering Resources
Engineering Videos
Video Scenarios on YouTube
Ecosystem Extensions
Others
Operating Step-by-Step
System Manager
Working with System Manager
Open System Manager
Handle Additional System Manager Windows
Handle Panes in System Manager
Set How Objects are Labeled in System Manager
Propagate Selections to Other Panes
Select Objects in System Browser
Browse and Select Objects with the Navigation Bar
Set a Favorite Location in System Manager
Revisit Recent Selections
System Browser
Textual Viewer
Customizing Columns
Making a New Primary Selection
Rearranging Columns
Sorting Objects
Operation
Commanding Properties
Commanding Properties for Multiple Objects
Related Items
Viewing a Related Item
Viewing Links
Viewing Icons
Grouping Items in the List
Ungrouping Items in the List
Creating a New Object
Text and Memo
Graphics Viewer
Displaying Graphics and Properties
Navigating in the Graphics Viewer
Selecting Objects in the Graphics Viewer
Working with the Point Centered Display Mode
Zooming in the Graphics Viewer
Additional Graphics Viewer Procedures
Alarms
Handling Events from Event List
Handling an Event with Investigative Treatment
Handling Events with Assisted Treatment
Executing a Document Step in Assisted Treatment
Executing a Graphic Step in Assisted Treatment
Executing a Report Step in Assisted Treatment
Executing a Treatment Form Step in Assisted Treatment
Executing an Alarm Printout Step in Assisted Treatment
Handling Recurrences of an Event
Customizing the Columns in Event List
Filtering Event List
Printing the Whole Event List
Changing the Sorting of Events
Handling Alarm Suppression for System Objects
Scheduling
Creating a BACnet Schedule
Create Schedule Entries
Create a Holiday Calendar and Add Entries
Create an Exception
Creating a Management Station Schedule
Setup the Type and Time Period of the Schedule
Create Schedule Entries
Add an Exception with Entries
Additional Scheduling Procedures
BACnet Schedules
Create a BACnet Schedule and Associate a Data Point to it
Create a New Schedule from an Existing One
Delete a Schedule
Create a New Calendar from an Existing One
Delete a Calendar
Modify a BACnet Calendar
Add a Command
Modify a Command
Create a Weekly BACnet Schedule Entry
Delete a Weekly BACnet Schedule Entry
Modify a Weekly BACnet Schedule Entry
Add a BACnet Exception with Entries
Delete a BACnet Exception and Entries
Modify a BACnet Exception and Entries
Copy BACnet Schedule Entries
Management Station Schedule
Create a Management Station Schedule and Link a Data Point to it
Modify a Weekly Management Station Schedule Entry
Delete a Weekly Management Station Schedule Entry
Create a Management Station Calendar and Add Entries
Modify a Management Station Calendar
Delete a Management Station Exception and Entries
Modify a Management Station Exception and Entries
Copy Management Station Schedule Entries
Timeline Viewer
Reports
Printing a Standard Report
Verify the Standard Report Templates
Run a Report
View a Report
Print a Report
Running a Customized Report
Select a Standard Report for Configuration
Configure Report Parameters
Apply Filters to Condense the Displayed Output
Configure Report Output
Configure Automatic Report Execution
Additional Report Procedures
Managing Report Definitions and Folders
Export a Report Definition
Import a Report Definition
Create and Delete Reports Folders
Save a Report Definition as the Default Template
Create a New Report Definition
Create a New Report Definition from an Existing One
Delete a Report Definition
Stop a Running Report Definition
Viewing a Report Definition in the Excel format with a Template
Configuring Report Parameters
Insert Tables
Insert Plots
Insert Keywords
Insert Labels
Insert Logos
Insert Form Controls
Set Orientation
Set Page Size
Set Page Margins
Set Headers/Footers
Set Auto Scaling
Adjust Positions of Report Elements
Customize Fonts
Apply Color
Synchronize Regional Settings of System Account with Regional Settings of Current User Account
Working with Report Tables
Applying Filters
Name Filter
Condition Filter
Time Filter
Graphics Filter
Row Filter
Configuring a Report Output
Configure Report Output as a File
Configure Report Output as an Email
Configure Report Output as a Printer
Configure Server Printer for Double-Sided Reports Output
Configuring Automatic Report Execution
Automatic Report Execution through a Macro
Automatic Report Execution through Reactions
Automatic Report Execution through Graphics
Print Automatically Generated Reports
Examples of Reports Configurations
Configuring an Objects Report
Configuring an Activities Report
Viewing Event Details using Assisted Treatment
Viewing Event Details for Specific Events Using Reports
Viewing Event Details using Investigative Treatment
Configuring a Trends Plot
Configuring a Report Using Contains Operator
Interval-based Trends Report
HTML Reports
Project reports
I/O reports
Logics reports
Trend reports
Security reports
Trends
Creating an Online Trend
Configure the Trend View Definition
Analyze the Trend Data
Print the Trend View
Creating an Offline Trend
Create BACnet Offline Trend Objects
Display Latest Records from Trendlog Objects
Additional Trends Procedures
Additional Trend View Definition Procedures
Create a Trend View Definition
Define Chart Properties
Define the Axis Properties
Position the legend
Define the Line Properties
Display Markers
Display Measured Values
Display Quality Attributes
Position the Y-Axis
Edit Background or Line Colors
Show or Hide Columns in the Legend
Re-position Columns in the Legend
Create a Trend View Definition from Online or Offline Trend Log Objects
Create a Trend View Definition from Related Items
Create and Delete Trend View Folders
Delete a Trend View Definition
Delete an Online Log Object
Save a Trend View Definition as a Default Template
Analyzing Trend Data
Select the Time Range using the Time Range Scrollbar
Select Absolute Time Range
Select Relative Time Range from a Start Date
Select Relative Time Range from a Stop Date
Select Relative Time Range from a Current Date
Select Time Range from Predefined Time Ranges
Switch between Automatic and Stop Mode
Use Compare View
Use Mouse Zoom
Select Table View
Highlight Data Series Temporarily
Hide Data Series Temporarily
Remove Data Series from Trend View
Printing Trend Data
Print Trend Data from Reports
Viewing Trend log Report data with Excel output
Viewing Trend log Report data with Pivot table
Viewing and Configuring Trended Properties
Additional Offline Trend Logs Procedures
Upload Trend Data from the System Browser
Upload Trend Data from the Legend
Assign or Replace a New Trendlog Reference
Change Trended Properties of Objects
Modify Trend Log Objects in Bulk
Delete Trend Log Objects in Bulk
Add BACnet Points to the Trend Viewer
Additional Predicted Trends Procedures
Log Viewer
Configuring and Printing the Log View Details
Customize a Log View
Apply Filters
Refresh the Log View
Print Log Grid Contents
Configuring and Printing Detailed Log
Access and View Data in the Detailed Log
Configure the Detailed Log Parameters
Print Detailed Log Contents
Additional Log Viewer Procedures
Managing Log View Definitions and Folders
Export a Log View Definition
Import a Log View Definition
Create Log View Folders
Create a New Log View Definition from an Existing One
Save a Log View Definition as a Report Definition
Delete a Log View Definition
Create a Default Log View Template
Configuring Log View Parameters
Define the Log View Size
Select Columns
Display Date/Time and Numeric Values according to Regional Settings
Sort Log Entries
Apply Filters on Non-DateTime Columns
Apply Filters on DateTime Columns
Apply Search Filters on Columns other than Date/Time
Apply Search Filters on Date/Time Columns
Modify Search/Result Filters on Columns other than Date/Time
Modify Search/Result Filters on Date/Time Columns
Delete Search Filters on Columns other than Date/Time
Delete Search Filters on Date/Time Columns
Delete Result Filters
Move Result Filters to Search Filters
Revert to Saved Search Filters
Apply Search Filters on Columns Not Present in the Log View
Modify Search Filters on Columns Not Present in the Log View
Delete Search Filters on Columns Not Present in the Log View
Applying Filters on the Detailed Log Tab
Adding a Comment for Log Entry
Notification
Initiating an Incident
Initiate an Incident
Initiating an Incident and Sending Notification from Mobile App
Sign In into the Mobile App
Select Incident or Message Template
Initiate Incident or Message Template
Additional Notification Procedures
Progress Verification
Controlling Incidents
Changing a Message Template State
Launching a Message
Initiating an Incident
Initiating an Incident from an Operating Procedure Step
Deleting an Easy Button
Restoring the Easy Button tab
Controlling Messages
Browse Incidents and Notifications
Controlling Recipients
Editing a Message Template Before Launch
Logics
Macros
Browsing Existing Macros in the System
Manually Executing the Project Backup Macro
Broadcasting the Same Command to all Devices on a Network
Documents
Setting Up a New Document
Additional Documents Procedures
Creating Subfolders for Organizing Documents
Modifying a Document
Viewing all the Documents Configured in the System
Making a Document Display as a Related Item of an Object
Viewing a Document from Related Items
User and User Group Administration
Additional User Administration Procedures
Flex Client
Alarms
Controlling the Buzzer
Handling Events with Fast Treatment
Handling an Event with Investigative Treatment
Handling an Event with Assisted Treatment
Executing a Document Step in Assisted Treatment
Executing an Alarm Printout Step in Assisted Treatment
Executing a Report Step in Assisted Treatment
Executing a Treatment Form Step in Assisted Treatment
Handling Recurrences of an Event
Logging Event Notes
Customizing the Columns in Event List
Filtering Event List
Changing the Sorting of Events
Enabling and Disabling Alarm Suppression
System Browser
List View
Graphics
Display Graphics in Tile View
View a Graphic
Display Coverage Area
Display and Hide Tooltips
Command an Object Property on a Graphic
Configure Alarm Indicators on a Graphic
Filter Depths, Disciplines, and Layers
Manage Alarm Events in Graphics
Pan a Graphic
Scale Image to Fit View Area
Search or Filter Graphics
Zoom in Graphics
Viewing Tags in Graphics
Troubleshooting Graphics
Operator Tasks
Setting Up Operator Tasks
Handling Operator Tasks
Properties
Documents
Trends
Creating and Managing Trend View Definitions
Additional Trends Procedures
Schedules
Management Station Schedules and Calendars
Creating Management Station Scheduler
Adding Scheduler Entries and Exceptions
Creating a Management Station Calendar
Additional Management Station Scheduler Procedures
BACnet Schedules
Calendar Manager
Reports
Log Viewer
Managing Log Viewer
Managing Log View Definition
Validation
Completing the Validation Dialog When Four Eyes Is Enabled
Completing the Validation Dialog When Four Eyes Is Not Enabled
Notification
Creating and Managing Recipients
Creating and Managing Groups
Managing Notification Template
User Sessions
Check Licenses
Device View
Assigning Devices to Groups
Removing Devices from Groups
Filtering Device Tiles
Which Devices Appear in Device View
Other Applications
Advanced Reporting
Execute Advanced Report
View the History of an Advanced Report
Preview an Advanced Report
Download Advanced Reports
Delete Advanced Reports
Subsystems
APOGEE Schedules
Display APOGEE Zone Schedules in Tile View
Create an APOGEE Schedule
Modify an APOGEE Schedule
Delete an APOGEE Schedule
Exceptions for APOGEE Schedules
SICLIMAT Schedules
Configure Scenes
Create Scene Recurrence
Add Schedule Entries
Copy Schedule Entries
Configure Exceptions
Add Exceptions
Edit Exceptions
Copy Exception Entries
Delete Exceptions
Add New Entries to SICLIMAT Calendar
Edit Existing SICLIMAT Calendar Entries
Delete SICLIMAT Calendar Entries
Desigo Automation
Common Event Object for Rooms and Plants
Acknowledge Common Event from the Alarm List
Create a Filter for Common Event
Display Common Event Objects
Central Room Functions
Setup Filter for Central Functions
Control lighting and blinds
Changing Room Operating Mode
Reset operating mode to automatic
Room Overview
Display Room Overview
Apply filter
Display room graphic and room details
Connect with Web Interface
Plant Overview
Display Plant Overview
Navigate to Plant
Navigate to Schedule
Apply Filter
Powermanager
View Energy Management Details
Edit the Energy Management Tab
View the Status of Power Quality Devices
Generate and View Powermanager Reports
Create a Dashboard and Widget
Create a Consumption Chart
Create a Trend
Create a Data Point Table
Create a Data Point Card
Create a Gauge Chart
Create a Grouped List Card
Create a Line Area Chart
Create a Condition Monitoring
Edit a Dashboard and Widget
Delete a Dashboard and Widget
Copy the Dashboards or Energy Management Tab Configuration
Add Data to Manual Measuring Device
Video
Video Display Procedures
Handle Events with Video
Monitor Control Procedures
Subsystem Operations
Desigo PX
Set up New Operator Tasks for Desigo
Desigo Automation
Fire Department Emergency Functions
Control using a Central Function
Select and Operate Room
Room operation up to V5.1
Operating and Testing Emergency Lighting
Set up New Operator Tasks for Desigo
Event Treatment with the Common Event Object
Edit Common Event Object Alarms for Rooms
Edit Common Event Object Alarms for Plants
Generate Report for Common Event Objects
Perform Report for Common Event
Operate Detail Functions on the Automation Station
Operating the Smart Thermostat
Other Operation
WSI Statistics
Enable Tracing for a WSI Instance
Other Applications
Macro Viewer
Node Map
Edit Panels and Groups in Node Map
Work with UL Panels in Node Map
Operator Tasks
Setting Up Operator Tasks
Handling Operator Tasks
Mobile App
Starting or Exiting the Mobile App
Using the Mobile App Event List
Using the Mobile App System Browser
Changing Mobile App Settings
Operating Reference
System Manager
Overview of System Manager
System Manager Workspace
Operating and Engineering Mode
Navigation Bar
Recently Viewed
System Browser
System Browser Workspace
Textual Viewer
Textual Viewer Workspace
Customize Columns Dialog Box
Operation
Workspace
Properties and Commanding
Command Priorities and Priority Arrays
Summary Status
Multiple-Object Commanding
Propagation
Related Items
Overview of Related Items
Related Items Workspace
Text and Memo
Graphics Viewer
Graphics Viewer Overview
Coverage Area Overview
Data Point Access Privileges
Graphics Related Folders
Navigation in Graphics
Point Centered Display Mode
Scopes and Graphic Objects
Status and Commands
Tooltips
Zooming and Panning
Graphics Viewer Workspace
Graphics Viewer Troubleshooting
Alarms
Event Handling
Event Lamps
Event List
Investigative Treatment Window
Assisted Treatment Window
Event Descriptor
Event Button
Event-Handling Commands
Event Status and Suggested Action
Acknowledgment Models for Station-based Events
Event Sorting
Recurring Events
Scheduling
BACnet Schedules
Management Station Schedules
Weekly Management Station Schedule
Daily Management Station Schedule
Management Station Schedule Workspace
Management Station Calendar Workspace
Timeline Viewer
Reports
Overview of Reports
Reports Workspace
Reports Toolbar
Home Tab
Filter Tab
Layout Tab
Data Tab
Settings Tab
PDF Report Format
Excel Report Format
File Destination Type
Destination Type - Email
Destination Type – Printer
Report Management Section
Related Items Tab
Reports Modes
Edit Mode
Run Mode
Report Workpanes
Primary Pane
Secondary Pane
Contextual Pane – Extended Operation Tab
Trends
Trends Workspace
Manual Correction
Offline Trends
Online Trends
Predicted Trends
Trend Data Storage
Log Viewer
Overview of Log Viewer
Log Viewer Workspace
Log Viewer Toolbar
Select Columns Dialog Box
Custom Filter
Search Filter Dialog Box
Detailed Log Tab
Notification
Overview of Notification
Notification Workspace
Easy Buttons Tab
Browse Incidents Tab
Recipients
Recipient Users
General Expander for Recipient Users
Recipient User Devices
Group Membership
Recipient Groups
Recipient Import
Recipient Export
CSV File Properties
Browse Notifications Tab
Notification Reports
Notification Operating Procedures
Documents
Documents Overview
Documents Workspace
User and User Group Administration
Flex Client
Alarms
Alarms Overview
Event Lamps
Events Workspace
Event List
Event List Columns
Event Details
Properties of the Event Source
Investigative Treatment
Assisted Treatment
System Browser
List View
Graphics
Alarm Notification in Graphics
Coverage Area
Filtering within a Graphic
Install Client versus Flex Client
Selection and Navigation
Graphics Workspace
Troubleshooting Graphics
Graphics Settings
Operator Tasks
Operator Tasks Workspace
Tasks List and Statuses
Tasks Settings
Task Targets
Tasks Notes and Validation
Operator Tasks Reminders in Event List
Handling Operator Tasks Unexpected Conditions
Properties
Documents
Trends
Schedules
Schedules Workspace - Tile View
Management Station Schedules
BACnet Schedules
Calendar Manager
Reports
Log Viewer
Log Viewer Workspace
Log View Definition Workspace
Validation
Different User Types per Validation Profile Configuration
Notification
Recipients
Notification Groups
Notification Templates
User Sessions
Other Applications
Advanced Reporting
Advanced Reports Execution and Parameter Information Workspace
Advanced Reports History and Preview Area
Advanced Reporting Troubleshooting
Subsystems
APOGEE Schedules
APOGEE Schedule Tile View
APOGEE Zones
Validations on Recurring Exceptions
SICLIMAT Schedules
Exceptions Workspace
SICLIMAT Calendar
Validation in SICLIMAT Schedules and Calendars
Installed Client to Flex Client Scene Conversion
Desigo Automation
Central Functions for Rooms
Central Function Concept
Central Function Workspace
Influence of BACnet Priorities
HVAC Room Control
Lighting Control
Shading Control
Room Overview
Room Overview for Building/Floor
All Room Information at a Glance
Plant Overview
Plant Overview
All Plant Information at a Glance
Powermanager
Energy Management Tab Workspace
Power Quality Tab Workspace
System Overview
Area Overview
Device Overview
Voltage variations
Frequency variations
Flicker severity
Voltage unbalance
Voltage THD
Harmonic violation
Voltage events
Voltage sag
EN 50160 Grid Code
Reports Workspace
Execution and Parameter Information Workspace
History and Preview Area
Troubleshooting of Reports
Create Dashboard Workspace
Default period
Dashboards Workspace
Widgets Workspace
Consumption Chart Workspace
Settings
Trend Workspace
Data Point Table Workspace
Data Point Card Workspace
Gauge Chart Workspace
Grouped List Card Workspace
Line Area Chart Workspace
Condition Monitoring Workspace
Manual Measuring Device Workspace
UL/ULC Fire Panels
Handling the UL-864 9th ed. Ownership of Fire Panels
Video
Monitor Control Reference
Subsystem Operations
Desigo Automation
General
Central Functions for Rooms
Central Function Concept
Operating Central Function
Room Operation
Emergency lighting
Operator Task for Desigo Automation
Influence of BACnet Priorities
HVAC Room Control
Lighting Control
Shading Control
WSI Statistics
Other Applications
Validation
Macro Viewer
Node Map
Operator Tasks
Operator Tasks Workspace
Tasks List and Statuses
Tasks General Settings
Tasks Targets
Tasks Notes and Validation
Operator Tasks Reminders in Event List
Handling Operator Tasks Unexpected Conditions
Mobile App
More Operating Resources
Operating Videos
Ecosystem Extensions
Others
About
Edition Notice
Safety Instructions
Safety regulations for the method of operation
Cyber security disclaimer
Version Information
BACnet EDE V9
BAS_EN V9
Desigo PX V9
Desigo System V9
Desigo Automation V9
DMS Common V9
Engineering Console V9
Flex Client V9
Network Setup Wizard V9
Operator Tasks V9
Scripts V9
Mobile App V9