i4connected Knowledgebase 5.6

Sites Management

Abstract

The Sites Management functionality allows the user to add sites, edit or delete existing sites using the streamlined interface of the i4connected portal.

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

The Sites Management functionality allows the user to manage the existing sites, edit them or add new sites using the streamlined interface of the i4connected portal.

Under the Admin page the user can open the Sites list, by clicking the Sites tile. The Sites panel is opened, providing an overview of the existing i4connected sites.

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

Users having the View all Sites and Areas permission enabled on global level, will see the list of all system Sites and Areas.

Sites_panel.jpg

The Sites panel

The Sites panel provides a filtering mechanism that helps pinpointing the searched site. The user can search for Sites by typing in a part or the full Site name.

Filter_sites.jpg

Example of filtered Sites list

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

Refresh_Site.jpg

The Refresh button

By clicking on a listed site the Sites details panel is opened. In this view all the relevant Site information are displayed (Site Name, Site Type, Site Address, Site geographic coordinates and the Site weather information).

Sites_details.jpg

The Sites details panel

In this view a set of management tiles will also be displayed, depending on the level of the permissions that the currently logged in user has. Hence, the following management tiles can be available:

  • Manage Site'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 site. Users can be assigned to a Site 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 Site's Alarms - The Alarms tile will be visible for all users having at least the View Sites and Areas and View Events permissions enabled.

    The Alarms tile displays the number of alarms assigned to the current site. By clicking this tile, the Online alarms panel is opened allowing the user to process further changes.

    Tip

    For more details about Online Alarms panel please also visit the article here.

  • Manage Site's Areas - the Areas tile will be visible by default for all users having at least the View Sites and Areas permission enabled.

    The Areas tile displays the total amount of Areas assigned to the current site. By clicking the Areas tile, the Areas panel is opened.

    Tip

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

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

    The Devices tile displays the total amount of Devices assigned to the current site. However, the amount of displayed devices is highly related to the user's permissions set, as follows:

    • the View Sites and Areas permission, enabled on hierarchical level, shows the Devices tile as empty

    • the View all Sites and Areas permission, enabled on global level, shows the Devices tile but only displays the devices that are assigned ONLY to sites or areas

    • the View Sites and Areas / View all Sites and Areas along with the View Organizational Units / View all Organizational Units, shows the Devices tile and displays all the Devices assigned to Sites, Areas and Organizational Units.

    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 Site'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.

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

    The Public holidays tile displays the total amount of Public holidays associated to the current site. By clicking the Public holidays tile, the panel with the same name is opened.

    Tip

    For more details about the Public holidays panel please also visit the article here.

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

Site_s_application.jpg

Example of Site'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 Sites.

Sites_panel.jpg

The Sites panel

Sites management options

Adding Sites

The Add button from the top menu of the Sites panel provides access to the Add site panel where the user can add new Sites. Only users having the Manage Sites and Areas permission enabled can create new Sites to the i4connected hierarchical structure.

Add_site_button.jpg

The Add site button

To add a new site, the user must fill in at least the mandatory details (marked with an asterisk in the Add site panel):

Add_site_panel.jpg

The Add site panel

  • Name - the name of the site.

  • Site type - the user can choose from a list of defined site types or can create a new one. For more details regarding the management of Site types, please visit the following article.

  • Site subpage - the dedicated portal page which can provide access to all portal modules and tools, directly configured for this Site. Clicking on the selection field, the Page List panel is opened allowing the user to select the page.

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

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

  • Address - the physical site location given by Street, Postal Code, City and Country.

  • Geographical coordinates - the exact site location given by Latitude and Longitude coordinates.

The validation system will notify the user if the provided information is not sufficient for creating the new site.

Validation_error.jpg

Validation error example

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

Editing Sites

The Site information can be updated by clicking the Edit toolbar button, by users having the Manage Sites and Areas permission enabled .

Edit_Site.jpg

The Edit Site button

In the Edit Site panel the user can update the following settings:

Edit_site_panel.jpg

The Edit Site panel

  • the Site Name

  • the Site Type

  • the Site subpage

  • The Site photo

  • The Site address

    • Site street

    • Site postal code

    • Site city

    • Site country

  • The Site geographic coordinates

    • Latitude

    • Longitude

Deleting Sites

The Site detailed view panel allows the user with the possibility to remove the selected Site, by clicking the Delete button. The Sites removal function is available only for users having the Manage Sites and Areas permission enabled.

Delete_Site_buton.jpg

The Delete Site button

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

Warning

When deleting a Site all it's assigned 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 deletion, the user can press the Delete button, located at the bottom of the panel. Deletion is immediately visible, in the Sites panel.

Delete_site.jpg

The Delete Site panel

Activating the Weather Normalization feature

The Edit Site panel allows the user having the Manage configuration permission enabled, to activate or deactivate the Weather Normalization by clicking the respective toolbar button.

Weathet_normalization_butt.jpg

The Weather Normalization button

The Weather Normalization panel allows the user to activate or to deactivate the mechanism. For more details upon this topic, please visit the Weather Normalization article.

Weather_normalization_panel.jpg

The Weather Normalization panel

Managing Application Mappings

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

Manage_applications.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 a Site features the following properties:

Manage_application_mapping_of_site.jpg

The Manage Application Mappings panel

  • Site Selector Application - the application added in this section will be displayed in the Site selector panel.

    • Ste Selector Application - the Application mapping used by the current Site, that will be displayed under the Details of the Site selector panel.

      Site_selector_application.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 site selector application. If the field is left empty, the project's default page will be displayed.

    • Title - the title displayed by the panel, when opening 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

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

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

      Default_application_selector.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 site selector 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 Site selector Application and the 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 Site's details panel allows users having the Manage Sites and Areas and Manage configuration permissions enabled, to Import Ewon configuration.

Import_Ewon_config_button.jpg

The Import Ewon configuration button

The Import Ewon configuration panel features the following parameters:

Import_Ewon_config_panel.jpg

The Import Ewon configuration panel

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

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

  • 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.

    Select_Ewon_device.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 Site and the server will be notified that it can start collecting data.