How to ...

Steps to take to achieve common goals like setting up dashboards or workspaces

How to connect a new device

New devices and tags are created via sources. This is to say that you can add a source to a workspace like for example FTP which will then create devices in the workspace. Refer to this page on sources to see how you can add new devices via different connection methods.

How to attach a device from one workspace in another.

Devices are created in the workspace where their source is. After that you can go into any workspace you have access to and click on the + icon next to the devices text in de secondary menu. Now checkbox the desired devices and click the bulk action attach. Please refer to this page about attaching devices

How to create a dashboard

Dashboards are always placed in workspaces. All users in the workspace have access to the dashboard. Please refer to this page about dashboard creation

How to create a derived value like an hourly average

Derived values like averages or sums are achieved via aggregates. What basically happens is that when a tag receives new data the aggregate runs its computations and pushed the newly created datapoint to a another tag.

How to create a custom graph tile in a dashboard

Graphs are placed in tiles which in turn are places into dashboards. See this page on how to create a graph dashboard tile in some workspace.

How to send alarm notifications at certain tag measurement levels

There are to parts to achieving this goal. Creating a rule for a tag that will create events in a workspace and after that subscribing a user in a workspace to the alarm notifications.

  1. Create a rule for a tag as shown here.

  2. Subscribe a user to notifications in a workspace as shown here.

How to create an customer environment

A separate environment for a customer or reseller is nothing more then creating a workspace as shown here and then assigning or creating a user in that workspace for your new customer.

How to setup a measurement offset / multiplier or some other math on measurements.

This is achieved using formulas added to a tag. Tag formulas run on every incoming measurement of a tag. See this page about setting up formulas for a tag this up.

How to restrict user rights and access

What a user can or cant do can vary between workspaces of the user. Device what a user can do in the workspace users pages. See this page for details about user roles

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