i4connected Knowledgebase 5.6

Areas management

Abstract

The i4connected Areas are the structural units which compose a Site, representing physical locations and can establish complex hierarchies.

This article describes the Areas Management functionality from the Admin section of the i4connected portal.

The i4connected Areas are the structural units which compose a Site. Like the Sites, the Areas represent physical locations (such as the ground floor, building A or medical bay) and can establish complex hierarchies within a Site. An Area can have more sub-Areas, which can have other sub-Areas. The list of Areas can be accessed through the dedicated tile,but the most logical method to manage Areas, is directly in context of a Site.

Just like Sites, the list of Areas will only be visible for users having at least the View Sites and Areas permission enabled. Additionally, only the Areas to which the currently logged in user is assigned will be visible in the list.

List_of_Areas.jpg

The Areas panel

The Areas panel represents the Areas as cards in a scrollable list. Each Area card provides information upon the Area name and the amount of Sub-Areas. In this view the user can either select a specific Area in detailed view mode Area_details.jpg or open the list of Sub-Areas assigned to it Area_children.jpg.

Further on, this panel provides a filtering mechanism that helps the user to pinpoint the desired Areas, by searching for the entity name.

Area_filter.jpg

Example of Area filtered list

The Refresh toolbar button from the top menu provides a manual way to reload/update this Area list.

Refresh_areas.jpg

The Refresh button

The Areas panel allows the user with possibility to open an Area in detailed view mode, by clicking on a listed item.

Area_detailed_view.jpg

The Area detailed view mode

The detailed view mode of an Area displays the following management tiles that can be either shown or hidden, on basis of the currently logged in user's permissions:

  • Manage Area's Users - The Users tile will be visible for all users having at least the View Sites and Areas and View users permissions enabled.

    The Users tile displays the amount of users assigned to the current Area. Users can be assigned to an Area by means of direct assignment or by inheritance. By clicking on the Users tile, the Site role assignments panel is opened, where further changes at level of Site's users and their permissions can be processed.

    Tip

    For more details about the Sites role assignments panel please also visit the article here.

  • Manage Area's Devices - the Devices tile will be visible for all users having at least the View Sites and Areas and View devices permissions enabled.

    The Devices tile displays the total amount of Devices assigned to the current Area. By clicking the Devices tile, the Device List panel is opened.

    Tip

    For more details about Device List panel please also visit the article here.

  • Manage Area's Measure aggregations - the Measure aggregations tile will be visible for all users having at least the View Sites and Areas and Manage configurations permissions enabled.

    The Measure aggregations tile displays the total amount of Measure aggregations used by the current site. By clicking the Measure aggregations tile, the panel with the same name is opened.

    Tip

    For more details about Measure aggregations panel please also visit the article here.

Besides the general Area's information and the management tiles, the Area details panel may also display an associated i4designer Application.

Area_App_in_detailed_view_mode.jpg

Example of Area's application

Tip

For more details about the i4designer Application mapping feature please also refer to the dedicated articles here.

Additionally, to learn how to manage a Site's Application mappings please also visit this article.

Users having higher permissions enabled (Manage Sites and Areas permission ) are allowed to perform advanced operations such as editing, deleting and adding Areas.

Manage_areas.jpg

The Areas panel

Adding a new Area

The Add toolbar button available in the Areas panel opens the Add area panel.

Add_area_button.jpg

The Add Area button

To add a new Area the user is required to fill in at least the mandatory settings. The Area settings are as follows:

Add_area_panel.jpg

The Add Area panel

  • Name - the name of the Area

  • Area subpage -the Area subpage can be selected in a dedicated panel, from a list of already defined page lists.

  • Roles - the role(s) defined for the new Area. Role can be selected in a dedicated panel, from a list of roles available for the currently logged in user.

  • Photo - the Area photo will be displayed in thumbnails and tiles. The user can Browse for an image file or Clear the existing one.

The bottom section of the Add area panel provides the options for saving the new area and closing the panel. Upon saving, the new area will be automatically displayed in the Areas panel's list.

Editing Areas

The Edit button located in the Area detailed view mode toolbar opens the Edit area panel. The edit function is available only for users having the Manage Sites and Areas permission enabled.

Edit_Area_button.jpg

The Edit Area button

In this view, the user can update all the Area information: Name, Photo and Subpage.

Edit_area.jpg

The Edit Area panel

Deleting Areas

The Area detailed view mode provides the user with possibility to remove the Area, by clicking the Delete toolbar button. The Delete button is available only for users having the Manage Sites and Areas permission enabled.

Delete_area.jpg

The Delete Area button

In the Delete Area panel the user is provided with information about the impact of the deletion over the whole system.

Warning

When deleting an Area all it's assigned Sub-Areas, Devices, Signals, Measurements and Event occurrences will be deleted as well.

To acknowledge the consequences and proceed with the deletion, the user has to type in the designated field, the displayed confirmation code. To proceed with the deletion, the user can press the Delete button, located at the bottom of the panel. Deletion is immediately visible, in the Areas panel.

Delete_Area.jpg

The Delete area panel

Managing Application Mappings

The Manage Application button displayed in the Area's details panel allows users, having the Manage Sites and Areas permission enabled, to add and update an Area's i4designer Application mapping.

Add_app.jpg

The Manage application button

Tip

For more details about the i4designer Application mapping feature please also refer to the dedicated articles here.

The Manage Application Mappings panel of an Area features the following properties:

Manage_Area_App_Mapping.jpg

The Manage Application Mappings panel

  • Default Application - the application added in this section will be displayed in the Area's details panel.

    • Default Application - the Application mapping used by the current Area, that will be displayed in the Area's details panel.

      Default_OrgUnit_Aplication.jpg

      The list of Application mappings

      Warning

      Please note that the Application mappings list will be available when accessed from the Manage Application Mappings only for users having at least the View applications permission enabled. The list will display only Applications owned by or assigned to the logged in user.

    • Subpage path - an optional sub-page of the i4designer project. The sub-page path is given by the project's sub-page exact name.

      Note

      By setting a sub-page path the page will be by default displayed by the Area application. If the field is left empty, the project's default page will be displayed.

    • Title - the title displayed by the panel, when opening the Application in view or preview mode. If no title is filled in this field, the Application panel will display the name of the Application mapping.

    • Subtitle - the sub-title displayed by the panel, when opening the Application in view or preview mode. If no sub-title is filled in the field, the Application panel will display no sub-title.

    • Panel size - the size of the panel, when opening the Application in view or preview mode. By default, the panel size is set to lg (large) but the user can decide to apply the following sizes: sm (small), md (medium), lg (large), xlg (extra large), xxlg (extra extra large), 3xlg (3 times extra large), 6xlg (6 times extra-large).

      Panel_size.jpg

      The Panel size selector

    • Navigation parameters - an optional set of parameters based on key-value mappings.

      Navigation parameters can be added by clicking the Add parameter button Add_parameter.jpg. The user needs to manually input the Parameter Name and Value. Inserted parameters can be removed by clicking the Delete button Remove_parameter.jpg.

      Navigation_parameters.jpg

      The Navigation parameters

While configuring the Area Default Application, the user can check the Application's display in preview mode. By clicking the bottom Preview button a separate panel is opened displaying the drill-down Application as it will be displayed in view mode.

Preview_mode.jpg

Example of Application opened in preview mode

While in preview mode, the user can asses the Application before saving and applying the settings.

Further on, the URL of the Application is displayed at the top of the preview panel allowing the user to copy it to the clipboard. The copied URL can be afterwards used to pin tiles to i4connected pages.

Copy_to_clipboard.jpg

The Copy URL to clipboard option

Tip

For more details about the Pin tiles option, please also visit the dedicated article.

Importing Ewon configuration

The toolbar of the Area's details panel allows users having the Manage Sites and Areas and Manage configuration permissions enabled, to Import Ewon configuration.

Import_ewon_to_Area.jpg

The Import Ewon configuration button

The Import Ewon configuration panel features the following parameters:

Import_Ewon_area_panel.jpg

The Import Ewon configuration panel

  • Site - the Site where the devices will be assigned. This field is by default filled in with the name of the Site, where the currently opened Area is assigned to.

  • Area - the Area where the devices will be assigned. This field is by default filled in with the name of the currently opened Area.

  • Organizational Unit - the Organizational Unit where the devices will be assigned. This field is optional.

  • Adapter - the Adapter where the devices will be chosen from.

  • Time zone - the time zone that will be assigned to the devices. After the import, the time zone setting can be modified in the Device configuration panel.

  • Add Ewon Devices button - when clicked, the list of Ewon devices available for import, is opened.

    Area_select_ewon_device_list.jpg

    The Select ewon device panel

By clicking the Import button the selected Devices and all their tags (signals) will be configured for the given Area and the server will be notified that it can start collecting data.