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User Guide


From configuring and testing to deploying a solution, learn about everything our platform has to offer.

Each chapter of the user guide can be found in the left navigation and is also linked below, along with a summary of what you'll find in those chapters.

*If you haven't already, we highly recommend that you first visit "Getting Started", then come back here to the User Guide as needed.


Solutions Manager

Create, edit, run, and license all of your solutions.

Designer (IDE Overview)

Your IDE for building Industrial Applications.

Solution (Settings and Tools)

General Settings and Import/Export Tools

Runtime (Startup)

Execution and startup settings for the solution

UNS (Tags and DataTemplates)

Build AssetTree, Tags, and connect with external systems. 

Devices (Field Communication)

70+ protocols for communication with field devices.

Alarms (AuditTrail and Notifications)

Setup alarms, events, notifications and AuditTrail.

Historian (Time-Series Data)

Store and retrieve time-series data for industrial processes.

Datasets (SQL Queries)

Data interaction with SQL databases and text files.

Reports (Forms and WebData)

Create, configure, and manage reports.

Scripts (Tasks and Classes)

High-performance custom code editor and execution.

Displays (Desktop and Web)

Create user interface displays and custom layouts.

Drawing User Interfaces

Advanced drawing tools, for displays and symbols.

Security (Users, Roles, and AD)

User access management, roles, and permissions.

Data Explorer Tools

Data mining and monitoring from various data sources

Track Changes

Deploy runtime applications post-development.

Solution Deployment

Deploy runtime applications post-development.

Best Practices

Review Best Practices and troubleshooting scenarios.


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