Understading the Designer Navigation
When starting to edit a project, you will be introduced to the Project Designer workspace. It is a comprehensive User Interface application that provides all tools and necessary information to configure and manage every aspect of your project.This is the first screen that will be exhibited whenever you open a new project, where you can find information about the project and change theme settings. When you first open a new project in the Project Designer workspace, you will be presented with the first screen that gives you information about your project and allows you to change the theme settings. The Project Designer workspace is easy to navigate and provides a user-friendly interface to manage your project.
<<<<<<<<<. A figure abaixo tem que feita apenas ONLY com os seguinte boxes: Navigation Shortcuts, Project Explorer, Navigation Path (Breadcrumb), Top Toolbar, Welcome page, Output and Find Results windows and Connection Status. >>>>>>
Welcome Page
The welcome page presents the list Recent used ints, help links, and user configuration options.. .... Go to section "Designer User Preference" for details
Project Explorer
The Project explore is the ... explains the 2 modes, and the search,
Panels and Windows
The output does, and the Find Results does... other dialogs accessible from toolbar. The Notification area shows connectity status
Top Toolbar
Toolbar and explanation
Using the Toolbar
The top toolbar has classic buttons: undo, redo, cut, copy, and paste. It also has buttons for common functions that are unique to the platform.
Top toolbar Buttons | ||
|---|---|---|
| ||
Icon | Button | Action |
| Undo | Undoes an operation/change. This button is available until you save changes. |
| Redo | Redoes a previously undone operation/change. This button is available until you save changes. |
| Cut | Cuts a selected row (DataGrid) or objects (Drawing). This command will delete any select row or object in order to paste it somewhere else. |
| Copy | Copies a selected row (DataGrid) or objects (Drawing). |
| Paste | Pastes a row (DataGrid) or objects (Drawing) that was copied or cut previously. |
| Delete | Deletes selected row (DataGrid) or objects (Drawing). |
| Prints current table (DataGrid) or display (Drawing). | |
| Export Document | Exports content to an external file as .csv (Tables) or .jpg (Displays) file. |
| Import Document | Imports an external file to the current table. See Copying and Pasting Rows for more details. |
| Find Elements | |
| Next Reference | |
| Previous Reference | |
| New Tag | |
| Tag Properties | |
| Object Selection | |
| Open a New Window to the Selected Document | |
| Feedback | |
| Documentation | |
Smart Cut, Copy, and Paste
You can copy and paste rows to and from an Excel spreadsheet as well as from other tables in the workspace even if the columns do not match. When copying and pasting, the column titles are also copied to the clipboard. The system is able to put the information in the right columns, no matter what order the columns are or if some columns are not present in the target table.
When copying from Excel, make sure to select the row titles. You can also copy rows from the Tags tables and paste them directly to Historian, which will enable data logging of the tags.
Configuration Workflow
Modular Architecture
As explained in the Platform Overview section, the platform has a modular architecture, therefore the Project Configuration does not need to follow one specific sequence. Any module can be modified at any time independently.
Typical Project Configuration Steps
<<<<. Essa tabla esta muito complexa. Tem que quebrar um workflow mais simples, e depois colocar mais opacos na section suite Additional Configuration Tools
There is a typical procedure to follow.
Typical Project Configuration Steps | ||
|---|---|---|
Action | Where | Description |
Setup Family and Model | Project → Settings | Product Family and Model correct definitions are essential, as the Project Designer will present or limit configuration options based on those settings. |
Create Categories | Project → Categories | For large size projects, it is recommend to use categories to better organize the configuration objects. It also allows to select the default Symbols used to represent the tags in the graphical displays. |
Create Tag Templates | Tags → Templates | A well-defined data model simplifies a lot the project development. It creates templates not only to represent your assets, but also for data structures intended to implement internal project logic. |
Add Tag Providers | Tags → Assets or | Tags Provider can be used for dynamic data monitoring or Historian Database targets. |
Create or Import Tags | Tags → Assets or | In addition to importing Tags, it may be useful to import Plugins at Project → Import Plugins. |
Review the Assets tree | Tags → Assets | With the Templates and Providers defined, performs a final organization of the Assets. |
Historian configuration | Historian | |
Security definition | Security | |
Devices setup | Devices | Setup the commutation channels with the field devices and map tags as needed. The Import procedure creating may had already defined this step. |
Alarms setup | Alarms | Configure your alarm groups, areas, and tags events generating alarms. |
Datasets setup | Datasets | Setup connections to required SQL databases, define tables and queries that shall be used. |
Scripts setup | Scripts | Create function libraries at Script → Classes and server side project logic using Scripts → Tasks. |
Symbols customization | Displays → Symbol | Check the Symbol Library, and expand it as necessary to the Symbols required by your project. Create Symbols mapping to your TagTemplates and your categories. Draw a diagram and information about the project on the MainPage, which is the page that is showed at the Project Selector list. |
Review your Layouts | Displays → Layouts | The layout is the organization of your windows and displays. Toolbars and Sidebars are commonly used for navigation, and the remnant area are used for the working displays. |
Create the Displays | Display Drawing | Create display pages, popups and dialogs. |
Create Reports | Reports | It is possible to save Displays as PDF or JPEG and use them as reports. Also, use the Reports module to created additional reports. |
Test the Project | Execute → Startup | Executes the project in Test Mode to check its functionally. If there is a formal Validation procedure, use the Development and Validation profiles available at the Sandbox settings. |
Deploy the Application | Execute → Startup | Runs the project as production mode and execute the deployment procedure to the field computer. |
Additional Configuration Tools
Designer User Preferences
You can change the platform theme and other preferences at the Welcome Page.
Export Configuration to JSON and CSV files | ||
|---|---|---|
Field | Type | Description |
Theme | Checkbox | Automatica Export Changes |
Designer Local Settings options | ||
Field | Type | Description |
Theme | Drop-down list | Changes the platform color scheme to Dark, Light and more. |
Navigation | Radio buttons (Drawers and Tree) | Changes the navigation items exhibition to Drawers or Tree. |
Grid Fonts | Button | Opens the Font Selection menu where users can change font family, typeface and font size. |
Auto-save | Checkbox and drop-down list | Enables or disables auto-save feature. Also, the drop-down list contains options about how auto-save frequency (When Closing Documents, or Every 5, 10 or 15 minutes). |
Working with DataGrids, Lists and Editors
Working with Lists and Editors
Using DataGrid Tables
Most Project Configuration interfaces are in DataGrid tables. There are many features that help managing and editing the contents of the configuration tables.
Most tabs display information in a table format. All tables use the same method to manipulate, copy, paste, and import data.
Editing Tables
Most configurations, such as tags, alarms and users, are stored in tables. In most tables, you can add and edit information the same way.
To add a new table item (row):
1. Click the first column of the insertion row. The insertion row is the first row of the table and has an asterisk next to it.
2. After you click a column in the row, the asterisk becomes a pencil icon, showing that you are now editing that row.
When editing a table, you can:
If the column is a text field, enter the information.
If the column is a selection field, click the same spot again and select items from the drop-down list or pop-up window that displays.
Press Tab to move through the columns in the row.
To edit an existing row, click the column in the row that you want to change and do one of the following:
If the column is a text field, enter the new information. The system overwrites the text that was in the field. To change part of the text, click again.
If the column is a selection field, click again and select items from the drop-down list or pop-up window that displays.
More than one person can edit a project at the same time. The system saves all changes to the project server and propagates the changes to other users. If two users modify the same configuration table or document, the changes from the last person who saves would overwrite any previous changes.
Creating Objects with Default names
An easy way to create a tag is to click the Name column of the insertion row, then press Space and Enter. Each time you do this, the system will create the same type of tag that was last created. In the insertion row, select the Type, then click on the header or any other part of that grid. This will create a tag with a default name.
Editing Multiple Rows
You can configure more than one row at a time by selecting the rows with the Shift button, then right-click and select "Edit Combined Rows". A new popup will open with the information for the rows. The settings changed in this window will change all the selected rows. If a column has , it shows that this column has more than one configuration.
Sort, Filter and Group Columns
Sort
Click a column name to sort by that column and to change the order to ascending, descending, or none. When none is selected, the internal row ID is used: every DataGrid has an internal column named "ID".
Filter
Click the down arrow icon to select visible rows according to their content.
Grouping
Drag and drop the column titles in the upper area to create a dynamic hierarchical grouping of the information.
Showing or Hiding Columns
Tables display a default set of columns. Every table has additional columns that you can display, and you can remove any of the default ones. You can also change their order.
To add or remove a column:
1. From any table, right-click the column heading area.
2. A list of all available columns for that table will be displayed. Columns with a check mark next to them are displayed in the table.
3. Select or deselect columns in the list.
4. Click outside the list to close it.
5. To change the order of the columns, drag a column heading to a new location.
6. To reset the columns to the default, click Reset Grid to Default Settings.
Import and Export
Productivity Tools
Refactoring, Powerful Renaming
The platform allows to rename a tag in one place and update it automatically everywhere else.
It is also possible to rename a PART of a tag structure. E.g. Rename “Revs” to “RPM” in a tag structure such as: “Area1.Line3.Wrap2.Motor5.Revs.Count”
Find and Teleport
You can find, sort, and filter to easily locate the tag(s) of interest and ALL locations where it(they) exists, then double-click a tag to go to where the tag is being used, whether in a display or even a line of code.
It also works for finding other things such as Alarms, Displays, Reports, Scripts, Devices, Datasets, Historian Tables, and User Created Data Types (UDTs/Templates)
Cross-Reference, Find and Teleport
You can find, sort, and filter to easily locate the tag(s) of interest and ALL locations where it(they) exists, then double-click a tag to go to where the tag is being used, whether in a display or even a line of code.
It also works for finding other things such as Alarms, Displays, Reports, Scripts, Devices, Datasets, Historian Tables, and User Created Data Types (UDTs/Templates)
You can view how many times each object is used in the project, and view a list of objects that are not used in the project.
To select the object which you want a cross reference:
1. Do one of the following:
From a table that has the object you want to find, select the object. For example, select the tag you want to find elsewhere in the project. The Find field in the toolbar auto-populates with the name of the selected tag.
In the Find field of the toolbar, enter the type of object (tag), followed by a period ('.') and the object name (the tag name in this case). As you type in the field, the system matches the first entry. After the first period, all objects of that type will be listed.
Next to the Find field, click "...". The Select Object window displays with a list of all the object types. When you select an object type, the names of that type will display.
2. Click Find or, from the Select Object window, click OK. The Find window will display the search results at the page bottom.
3. Double-click any row in the find results to go to that item.
4. To close the results panel, click Find window at the bottom of the page.
<<<<. Locate and combiner the other marketing test on finding and locating >>>>
To track the number of times an object is used, go to Track → UseCount. The table lists the number of references to every object in the system.
To view objects that are not used, go to Track → Unused Objects.
For a complete cross-reference of all objects, go to Track → Cross Reference.
IntelliSense, Validation and Tooltips
Intellisense presents a list of valid objects according to the characters you type into a specific input field and a list of valid entries for that field. You can insert a selected item from that list by pressing Enter, Space, or any symbol key (period, comma, etc). All the input fields that use tag names or object names, either in the DataGrids or in the drawing tools, are enabled through Intellisense.
Intellisense fields have built-in tooltips and validation. Mousing over a field will present the expected entries to that field. When you have an invalid input, the border of the field will become red and the tooltip will show the error.
Fields and buttons have tooltips that contain some information. Tooltips appear when you mouse over the related field or button, and some of them include an example which may be helpful.
The system also validates whatever you enter into most fields, especially in tables. Validation rules may check if the input is in a correct format, values are within the appropriate range, and other factors. The exact rules depend on the specific item. If you see a red outline around the table cell, the entry is not valid.
Multiple Document Interface
brief explantation and link
In this section...