EcoStruxure Building Operation - WebStation Operating Guide
EcoStruxure Building Operation - WebStation Operating Guide
EcoStruxure Building Operation - WebStation Operating Guide
WebStation
Operating Guide
04-32009-01-en
July 2020
EcoStruxure Building Operation
WebStation
Operating Guide
04-32009-01-en
July 2020
Copyright © 2020 Schneider Electric. All rights reserved.
The Schneider Electric brand and any registered trademarks of Schneider Electric Industries SAS referred to in this guide are the sole property of
Schneider Electric SA and its subsidiaries. They may not be used for any purpose without the owner's permission, given in writing. This guide and its
content are protected, within the meaning of the French intellectual property code (Code de la propriété intellectuelle français, referred to hereafter as
"the Code"), under the laws of copyright covering texts, drawings and models, as well as by trademark law. You agree not to reproduce, other than for
your own personal, non-commercial use as defined in the Code, all or part of this guide on any medium whatsoever without Schneider Electric's
permission, given in writing. You also agree not to establish any hypertext links to this guide or its content. Schneider Electric does not grant any right or
license for the personal and non-commercial use of the guide or its content, except for a non-exclusive license to consult it on an "as is" basis, at your
own risk. All other rights are reserved.
Trademarks and registered trademarks are the property of their respective owners.
Contents
Introduction
1 About This Guide ........................................................ 19
1.1 Purpose of This Guide ............................................................... 21
1.2 How This Guide is Organized ..................................................... 22
1.3 Safety Information ...................................................................... 23
1.3.1 Important Information ............................................................... 23
1.3.2 Cybersecurity Safety Notice ..................................................... 24
Reference
3 Start, Enter, and Exit WebStation ............................... 31
3.1 WebStation Overview ................................................................ 33
3.1.1 Basic Functions ....................................................................... 33
3.1.2 How Alarms Work .................................................................... 33
3.1.3 Watch Pane in WebStation ..................................................... 33
3.1.4 How Events Work .................................................................... 33
3.1.5 How Trend Logs Work ............................................................. 33
3.1.6 How Schedules Work ............................................................... 33
3.1.7 How Graphics Work ................................................................. 34
3.1.8 Documents .............................................................................. 34
3.1.9 WebStation and WorkStation Differences ................................ 34
3.1.10 Dashboards ............................................................................. 34
3.2 Log on to WorkStation or WebStation ........................................ 35
3.2.1 Log on to WorkStation .............................................................. 35
3.2.2 Log on to WebStation ............................................................... 35
3.3 Logging On to WebStation ......................................................... 36
3.4 Logging Off WebStation ............................................................. 37
3.5 Changing Your Password .......................................................... 38
3.6 WebStation and WorkStation Differences .................................. 39
Topics
Purpose of This Guide
How This Guide is Organized
Safety Information
1 About This Guide
1.1 Purpose of This Guide
Introduction
The Introduction part contains information on the purpose of this guide, how this
guide is organized, where to find more information, and information on regulatory
notices.
Reference
The Reference part contains conceptual information, procedures, user interface
descriptions and troubleshooting information. If you want more information, see
WebHelp or the other EcoStruxure BMS guides.
This is the safety alert symbol. It is used to alert you to potential personal
injury hazards. Obey all safety messages that follow this symbol to avoid
possible injury or death.
DANGER
DANGER indicates a hazardous situation which, if not avoided, will result in
death or serious injury.
WARNING
WARNING indicates a hazardous situation which, if not avoided, could result
in death or serious injury.
CAUTION
CAUTION indicates a hazardous situation which, if not avoided, could result
in minor or moderate injury.
NOTICE
NOTICE is used to address practices not related to physical injury.
Please Note
Electrical equipment should be installed, operated, serviced, and maintained only
by qualified personnel. No responsibility is assumed by Schneider Electric for any
consequences arising out of the use of this material.
A qualified person is one who has skills and knowledge related to the
construction, installation, and operation of electrical equipment and has received
safety training to recognize and avoid the hazards involved.
Topics
Where to Find Additional Information
2 Additional Information
2.1 Where to Find Additional Information
Finding information
The easiest way to find information on WebHelp is to search for it.
All technical information is gathered in one place, so you do not need to know
which guide, specification sheet, or installation sheet the information is in.
Topics
WebStation Overview
Log on to WorkStation or WebStation
Logging On to WebStation
Logging Off WebStation
Changing Your Password
WebStation and WorkStation Differences
3 Start, Enter, and Exit WebStation
3.1 WebStation Overview
For more information, see section 19.1 “How Schedules Work” on page 231.
3.1.8 Documents
You can open documents stored on an EcoStruxure BMS server using the
default program associated with the file type. For example, a txt-file opens
Notepad and a ppt-file opens PowerPoint.
For more information, see section 25.1 “How Documents Work ” on page 329.
3.1.10 Dashboards
Dashboards are a way to get a graphical overview of values and logs in your
system.
For more information, see section 24.1 “How Dashboards Work” on page 291.
To log on to WebStation
1. In the EcoStruxure Building Operation WebStation window, in the User
name box, type your user name.
2. In the Password box, type your password.
3. In the Domain box, type a domain name.
4. Click Log on.
Dashboards
Zoning
Graphical - - Yesd
management
Alarms
BACnet
Continued
Features WorkStation WorkStation Prob WebStation
Standarda
Graphics
LonWorks
Continued
Features WorkStation WorkStation Prob WebStation
Standarda
Modbus
Point Values
Programs
Reports
Schedules and
Calendars
Continued
Features WorkStation WorkStation Prob WebStation
Standarda
User Experience
Continued
Features WorkStation WorkStation Prob WebStation
Standarda
Other
a) WorkStation software without Graphics Editor, Script Editor, and Function Block Editor.
b) WorkStation software including Graphics Editor, Script Editor, and Function Block Editor.
c) Non-visual editing only.
d) Requires add-on license
e) Can edit alarm ranges, text, delay times, shunt variables, assignments, and deadband.
f) Can only change parameters, for example, interval time.
g) Can only create interval trend log type.
h) Export to XML, CSV, and XLSX supported.
i) Export to XML and XLSX supported.
j) Can edit some parameters per report, can save changes or make a copy of the report with
changes.
k) Can edit only existing schedules and calendars.
l) Cannot assign permissions.
m) Excluding Graphics Editor, Script Editor, and Function Block Editor.
Topics
Basic Functions
Workspaces
Opening an Object in a New Window
Search, Sort, and Filter
Sorting Objects
Filtering Objects
Removing Filtering of Objects
Search in WebStation
Searching in WebStation
Searching Using a Saved Search
Exporting a Search to Excel
Switching Workspaces in WebStation
Regional Settings and Theme Settings
Regional Settings
Theme Settings
Changing the User Regional Settings
Changing the Default System Regional Settings
Changing the User Theme Settings
Changing the Default System Theme Settings
Panels
Favorite Pages
4 Adding a Favorite Page in WebStation
Removing a Favorite Page in WebStation
Renaming a Favorite Page in WebStation
Security Configuration in WebStation
Configuring Security in WebStation using WebStation
4 Basic Functions
4.1 Basic Functions
4.1.3 Workspace
The workspace in WorkStation and WebStation is the area where you perform all
tasks at your site, such as acknowledging alarms and viewing trend logs.
For more information, see section 4.2 “Workspaces” on page 49.
4.2 Workspaces
The workspace in WorkStation and WebStation is the area where you perform all
tasks at your site, such as acknowledging alarms and viewing trend logs.
The workspace is made up of different components, such as panes, lists, and
views. These components can be configured in a number of different ways. You
can hide or display components and create and save your own workspace. You
can also reset the workspace layout to the default layout for the user group your
user account belongs to.
WebStation uses cookies to remember your workspace when you log off. When
you log on again, you get the workspace you used when you logged off. If you
clear your web browser, you will regain the default workspace.
Some objects have specific views in WorkStation and WebStation:
• Alarms
• Documents
• Graphics (TGML)
• Events
• Trend Charts
• Trend Log Lists
• Schedules
• Calendars
• Watch
When you open an object that does not have a specific view, the Properties
dialog box for that object is displayed.
4.2.1 Panels
Panels are a way to create workspaces that display two or more components in
the EcoStruxure Building Operation software, for example graphics, trend charts,
trend list and alarm views.
For more information, see section 4.20 “Panels ” on page 68.
To sort objects
1. In WebStation, in the List view, click the Sort menu.
2. Click the category you want to sort on.
To filter objects
1. In WebStation, in the List view, click the magnifier.
2. In the Filter on name box, type what you want to filter on.
Different Searches
There are two different ways to search in WebStation:
• The Search function searches for all object names and property names in
the system.
• A saved search is a predefined search that searches specific criteria in a
specific part of the system. Saved searches are created in WorkStation and
the search criteria cannot be changed in WebStation.
Search is case insensitive, which means that Search does not distinguish
between uppercase and lowercase letters. A search for "Fan" results with hits for
both "fan" and "Fan".
Wildcards
Use wildcards to substitute characters or combinations of characters in a search.
Search supports two main wildcards:
• Asterisk (*) represents any combination of characters including white space.
• Question mark (?) represents any single character.
For example, you want to find all objects and properties containing the word
“Temperature”. You start the search with an asterisk so that the search includes
all hits on objects like “Outside Air Temperature” where the asterisk represents
the words before "Temperature", in this case “Outside Air”. You also have to end
the search text with an asterisk to include objects like “Temperature Alarm”
where the asterisk represents the word after "Temperature", in this case “Alarm”.
Export a search
You can export a search result as an Excel file.
To search in WebStation
1. In WebStation, in the System tree, select the folder, server, or device you
want to search in.
2. Click the magnifier.
3. In the Search box, type the text you want to search for.
4. Press Enter.
4.14.1 Language
You can display WebStation in another language. The language pack for that
language must be installed on the EcoStruxure BMS server that you use.
The change of language affects all users of WebStation that connect to the same
EcoStruxure BMS server.
For more information, see the Adding a Language in WebStation topic on
WebHelp.
4.14.4 Decimals
You can select how many decimals you want to display.
4.20 Panels
Panels are a way to create workspaces that display two or more components in
the EcoStruxure Building Operation software, for example graphics, trend charts,
trend list and alarm views.
Panels are normally created by the engineer or the site administrator. The main
advantage with panels is that a lot of components can be reached very easily at
the same time. A panel can also be adapted for a specific type of user. For
example a user responsible of a specific part of a site may have a panel that
displays an alarm view with relevant alarms and trend logs that measures the
energy consumptions for that part of the site.
Figure: A panel containing a graphic (left) and a trend log list (right)
Topics
Modify Values
Changing a Value in a Graphic
Forced Values
Forcing a Value
Releasing a Forced Value
5 Modifying Values
5.1 Modify Values
Indication in WorkStation
A forced value is indicated by orange color in the properties dialog boxes. In in
the Watch pane, a forced value is indicated by a pointing hand .
In the List View and Search View, a forced value is indicated by the text [Forced]
in the 'Value' column.
In WorkStation, you can view the unforced value, which is the real value from the
system, at any time. For more information, see the Viewing an Unforced Value
topic on WebHelp.
Indication in WebStation
A forced value is indicated by orange color and a pointing hand in the List view.
To force a value
1. In WebStation, click the value you want to force.
2. In the value row, click Force.
3. Click Save.
Topics
Watch Pane in WebStation
Adding a Property to the Watch Pane in WebStation
Removing a Property from the Watch Pane in WebStation
Saving the Watch Pane in WebStation
6 Watch Pane
6.1 Watch Pane in WebStation
Topics
Help in WebStation
Opening Help
7 Help Functions
7.1 Help in WebStation
To open help
1. In WebStation, in the Settings menu, click Workspaces and then click Help.
Topics
Create and Administer User Accounts in WebStation
Creating a User Account
Forcing Users to Change Their Passwords
Disabling a User Account
Deleting a User Account
8 User Management
8.1 Create and Administer User Accounts in WebStation
Topics
How Alarms Work
Alarm Acknowledgements
Acknowledging an Alarm in WebStation
Mass Acknowledging Alarms in WebStation
Alarm Assignments
Assigning an Alarm
Self-Assigning an Alarm in WebStation
Rejecting an Alarm Assignment in WebStation
Accepting an Alarm Assignment in WebStation
Releasing an Alarm Assignment in WebStation
Alarm Attachments
Opening an Alarm Attachment in WebStation
Alarm and Event Details
Viewing the Alarm Details
Temporary User Filters
Editing a User Filter in WebStation
Sorting Alarms and Events in WebStation
Selecting Fields in the Alarm View and Event View in
WebStation
Favorites
Applying a Favorite in WebStation
9 Adding a Favorite in WebStation
Renaming a Favorite in WebStation
Deleting a Favorite in WebStation
9 Alarms
9.1 How Alarms Work
9.1.9 Favorites
When you make layout or filter changes to the Alarms pane or an Alarm View,
you can save the changes as a favorite. The purpose of the favorite is to quickly
and temporarily change the Standard layout and narrow what is displayed in the
Alarms pane or Alarm View by applying the favorite filter conditions.
For more information, see section 9.19 “Favorites” on page 124.
• Click the Select all button to select all alarms in the list.
To assign an alarm
1. In the Alarms pane, click the alarm.
2. In the Alarm Details dialog box, click Assign.
3. In the Assign dialog box, select the Enable automatic rejection to and
then type the amount of time you want the alarm to be rejected after.
4. Select the user or group you want to assign the alarm to.
2. In the Filter toolbar, click the Add filter button to add filter conditions.
3. In the Add filter dialog box, select the properties you want to filter on.
4. Add the conditions.
5. Click OK.
.
2. In the Filter toolbar, click Fields.
3. In the Select fields dialog box, select the fields you want to display.
4. Click OK.
9.19 Favorites
When you make layout or filter changes to certain panes and views, you can
save the changes as a favorite. The purpose of the favorite is to quickly and
temporarily change the Standard layout and narrow what is displayed in the pane
or view by applying the favorite filter conditions.
Filters in WebStation
Filter changes can be saved as favorites for the following views and panes in
WebStation:
• Alarms pane
• Alarm Views
• Events pane
• Event Views
If you create a favorite in WorkStation that contains both layout and filter edits,
only the filter edits are available in WebStation. Filters for List view and Search
are not supported by WebStation and cannot be used in WebStation.
IMPORTANT: You have to be logged on to the domain controller of the
domain where you want to make the filter or layout changes to be able to
access the Favorites feature.
A favorite is saved for the logged on user account and is available from any
computer in the EcoStruxure BMS.
When you apply a favorite, the layout and content of the pane or View changes
according to the favorite layout and filter conditions. A favorite cannot display
information the logged on user account does not have permissions to see. When
you apply a favorite, you do not alter the pane or View for anyone else who is
currently logged on using the same user account.
You can rename an existing favorite or edit the layout and filter conditions of an
applied favorite and save it under the existing name or a new name. You can also
delete a favorite. When you delete a favorite, you do not alter the pane or View
for anyone else who is currently logged on using the same user account.
Favorites in Alarm Views and Event Views support relative paths for the Source
property. You can reuse Alarm Views and Event Views containing favorites and
have the Source paths in the favorites dynamically change when you paste a
copy, make a duplicate, import, or move the Alarm View or Event View. For
example, in a relative path: '../../*' where '../' represents a folder or other container
object and '*' represents anything below the folder or container object.
You can return to the Standard layout and filter at any time. When you log off and
log back on, the pane or View returns to the Standard layout and filter.
Topics
User Actions
Alarm Comments
Adding a Comment to an Alarm in WebStation
Cause Notes
Adding a Cause Note to an Alarm in WebStation
Action Notes
Adding an Action Note to an Alarm in WebStation
Checklists
Adding a Check Mark to a Checklist in WebStation
10 Alarm User Actions
10.1 User Actions
10.1.4 Checklists
Checklists are predefined lists with steps you take to correct the cause of the
alarm.
For more information, see section 10.8 “Checklists” on page 140.
10.8 Checklists
Checklists are predefined lists with steps you take to correct the cause of the
alarm.
In some cases, adding a check mark to a checklist in an alarm is optional. In
other cases, you are forced to add a check mark when you acknowledge the
alarm.
You add a check mark to a checklist using WorkStation or WebStation. You can
view the check marks added to a checklist in WorkStation and WebStation.
Topics
Hide and Disable
Hide and Show Alarms
Hiding an Alarm in WebStation
Showing a Hidden Alarm in WebStation
Disable and Enable Alarms
Disabling an Alarm in WebStation
Enabling an Alarm in WebStation
Rechecking an Alarm in WebStation
11 Hide and Disable Alarms
11.1 Hide and Disable
Topics
How Events Work
Viewing the Events for a Specific Object
Viewing the Event Details
12 Events
12.1 How Events Work
12.1.3 Favorites
When you make layout or filter changes to certain panes and views, you can
save the changes as a favorite. The purpose of the favorite is to quickly and
temporarily change the Standard layout and narrow what is displayed in the pane
or view by applying the favorite filter conditions.
For more information, see section 9.19 “Favorites” on page 124.
Topics
How Trend Logs Work
How Trend Charts Work
Opening a Trend Chart
Creating a Trend Chart from a Trend Log
Trend Charts
13 Trends
13.1 How Trend Logs Work
Figure: A trend list (upper left) and a trend chart (bottom right) in WorkStation
You can copy trend data between EcoStruxure Building Operation databases by
exporting trend log data from a trend log list to an .XML file and then importing
the trend log data from the .XML file to a trend log.
The .XML file contains a time stamp, value, and comment for each record. The
file also contains the locale setting that you can edit in the .XML file.
For more information, see the Importing Log Data to a Trend Log topic on
WebHelp.
When a trend chart presents records live from an extended trend log, the latest
records of the connected trend log are frequently transferred to the extended
trend log. This decreases the delay that can occur when the extended trend log
has to wait for the transfer threshold to be reached before new records from the
trend log are transferred. With this method, the trend chart presents the latest
records.
Figure: An extended trend log, that presents in an opened live trend chart, frequently
transfers the latest records from the trend log to the extended trend log.
If two extended trend logs are connected between the trend log and the trend
chart, the transfer that occurs when a trend chart presents records live only
transfers the records from the nearest extended trend log. The transfer threshold
rate between the trend log and the first connected trend log remains unaffected.
Figure: Latest trend log record that does not present the same short latency in a live trend
chart when two extended trend logs are connected in a series between the trend log and
trend chart.
When waiting for a new record, the trend chart draws a dotted line from the last
recorded value and forward. When a new value is recorded, the dotted line
between the last and the new record is replaced by a solid series of lines.
For more information, see the Floating Point Values NaN, INF, and –INF topic on
WebHelp.
Topics
Trend Chart Navigation in WebStation
Zooming In an Area of a Trend Chart
Zooming In and Out of a Trend Chart
Zoom to Fit
Displaying Specific Time Spans of a Trend Chart in
WebStation
14 Trend Chart Navigation
14.1 Trend Chart Navigation in WebStation
To zoom to fit
1. In WebStation, in the System Tree pane, select the trend chart.
Topics
Trend Chart Series in WebStation
Adding a Trend Chart Series to a Trend Chart in WebStation
Changing the Line Weight of a Trend Chart Series
Changing the Color of a Trend Chart Series
Changing the Presentation Type of a Trend Chart Series
Showing Markers in a Trend Log Series
Show Tooltips for All Series in a Trend Chart
Showing Tooltip for the Closest Item
Automatically Updating Values in a Trend Chart Series
Removing a Trend Chart Series
Saving Current Trend Chart Settings
15 Trend Chart Series
15.1 Trend Chart Series in WebStation
Topics
Trend Log Lists in WebStation
Creating a Trend Log List in WebStation
Opening a Trend Log List
Showing Trend Chart Series as a List
Exporting a Trend Log List to Excel
Exporting a Trend Log List to XML
Viewing Meter Changes in a Trend Log List
Viewing Events in a Trend Log List
Adding a Record to a Trend Log List
Editing a Trend Log Record
Creating a Multi Trend Log List in WebStation
16 Trend Log Lists
16.1 Trend Log Lists in WebStation
2. On the Trend Log List toolbar, click the Export to Excel button .
2. On the Trend Log List toolbar, click the Export to XML button .
2. On the Trend Log List toolbar, click Show meter change button .
Topics
Trend Chart Axes in WebStation
Configuring the X-axis with a Relative Time Span
Configuring the X-axis with an Absolute Time Span
Manually Configuring the Y-Axis Scale
Automatically Configuring the Y-axis Scale
Showing Trend Chart Grid Lines
17 Trend Chart Axes
17.1 Trend Chart Axes in WebStation
The y-axis refers to the measurement unit that the variable represents. The scale
of the y-axis can be set manually or by auto scale. You can configure the trend
chart to present series on one y-axis or two y-axes, one to the left and one to the
right. Use two y-axes to present series with different ranges in the same trend
chart.
To make reading easier, grid lines can be shown in the trend chart. Grid lines can
be shown in both the x- and y-direction, independent of each other.
Topics
How Trend Logs Work in WebStation
Creating a Trend Log from a Value
Starting and Stopping a Trend Log
18 Trend Logs
18.1 How Trend Logs Work in WebStation
Topics
How Schedules Work
Schedule Editor in WebStation
Schedule Colors in WebStation
Viewing a Schedule
Schedule Events
Weekly Events in WebStation
Editing the Start Time and End Time for a Schedule Event
Adding a Weekly Event
Editing a Weekly Event
Deleting a Schedule Event
Schedule Types
Analog Schedules
Editing the Value for an Event in an Analog Schedule
Digital Schedules
Editing the Status for an Event in a Digital Schedule
Multistate Schedules
Editing the State for an Event in a Multistate Schedule
19 Schedules
19.1 How Schedules Work
The Basic view of the Schedule Editor serves as a workspace to plan and design
a schedule. You use this editor to create, manage, and display weekly scheduled
events and exception events.
For more information, see the Basic View of the Schedule Editor topic on
WebHelp.
To view a schedule
1. In WebStation, in the System Tree pane, select the schedule you want to
view.
The schedule is displayed in the Schedule workspace.
19.5.5 Priorities
Priority is a number that corresponds to a preassigned level of importance. When
used in schedules, priority numbers range from one to sixteen. One is the most
important or highest priority and sixteen is the lowest priority.
For more information, see the Priorities topic on WebHelp.
To edit the start time and end time for a schedule event
1. In WebStation, in the System tree pane, select the schedule with the event
you want to edit.
2. In the Schedule workspace, click the schedule event you want to edit.
3. In properties dialog box, in the At box, enter the start time.
4. In the Until box, enter the end time.
5. Click OK.
6. Click Save.
Topics
Exception Events in WebStation
Creating a Weekly Event or Exception Event using Drag and
Drop
Adding a Single Date Exception Event
Editing a Single Date Exception Event
Adding a Date Range Exception Event
Editing a Date Range Exception Event
Adding a Calculated Exception Event
Editing a Calculated Exception Event
Adding a Calendar Exception Event
Editing a Calendar Exception Event
20 Schedules Exception Events
20.1 Exception Events in WebStation
Start Date
• Start year: Any year
• Start month: March
• Day of month: Last day
• Day of week: Any day
End Date
• Year: Any year
• Month: April
• Day of month: Last day
• Day of week: Any day
Topics
Calendars in WebStation
Calendar Editor Overview
Calendar Events
Adding a Date to a Calendar
Removing a Calendar Event
21 Schedules Calendars
21.1 Calendars in WebStation
Many schedules can make a reference to the calendar. You can define the group
of dates once rather than over and over again in multiple schedules, a potentially
tedious task if your building control system contains many schedules.
Topics
Xenta Schedules in WebStation
Adding a Weekly Event to a Xenta Schedule in WebStation
Adding an Exception Event to a Xenta Schedule in
WebStation
Editing or Deleting a Weekly Event in a Xenta Schedule in
WebStation
Editing or Deleting an Exception Event in a Xenta Schedule
in WebStation
22 Xenta Time Schedules
22.1 Xenta Schedules in WebStation
Topics
How Graphics Work
Changing a Value in a Graphic
Zooming and Scrolling in a Graphic in WebStation
Resetting Zoom in a Graphic in WebStation
23 Graphics
23.1 How Graphics Work
Figure: A Graphic with links and interactive components like gauges in WorkStation
Topics
How Dashboards Work
Dashboards in WorkStation
Dashboard Widgets
Heat Map
Log Gauge
Log Pie
Log Value
Period Chart
Period over Period Chart
Point Gauge
Point Pie
Point Value
XY Plot
Graphics in Dashboards
Creating a Dashboard
Configuring a Dashboard
Adding a Widget to a Dashboard
Configuring a Heat Map
Configuring a Log Gauge
Configuring a Log Pie
Configuring a Log Value
24 Configuring a Period Chart
Configuring a Period over Period Chart
Configuring a Point Gauge
Configuring a Point Pie
Configuring a Point Value
Configuring a XY Plot
Adding a Hyperlink to a Dashboard
Adding a Graphic to a Dashboard
Slideshow
Creating a Slideshow
Allowing a User to Access Personal Favorites
Allowing a User to Access Personal Dashboards
24 Dashboards
24.1 How Dashboards Work
Public dashboards
Public dashboard can be created by any user that has access to the folder where
the dashboards are located. Any user that has access to the folder can view the
dashboard.
Personal dashboards
Personal dashboards are saved on the user level and can only be accessed by
the user that created them. To be able to create personal dashboards, the user
must be a member of a that allows members to create dashboards.
For more information, see section 24.33 “Allowing a User to Access Personal
Dashboards” on page 326.
Personal dashboards require a license.
24.1.3 Slideshows
Slideshows switch the display of several different dashboards or other
components. You can configure the interval between the dashboards and
components.
Ready to use
All dashboard widgets are ready to use. The only thing you have to do is add the
trend log or variable you want to display in the dashboard widget. All dashboard
widgets have default setting for color and different layout components, but you
can also configure them to suit your needs. For example, you can add captions to
the widget itself or the x- and y-axis in diagram, you can use different colors for
different values or value ranges in a gauge.
24.3.11 XY Plot
A XY plot, also called a scatter plot, is used to display values for two trend logs.
For more information, see section 24.13 “XY Plot” on page 305.
24.3.12 Browse
Use Browse to navigate to a graphic or a hyperlink that you want to add to a
dashboard.
24.3.13 Graphics
Graphics can be added to a dashboard.
For more information, see section 24.14 “Graphics in Dashboards” on page 306.
24.3.14 Hyperlinks
Hyperlinks can also be added to a dashboard. To be able to display the content
of the hyperlink, you must enable external content to be embedded in
WebStation.
For more information, see the Enabling External Content to be Embedded in
WebStation topic on WebHelp.
Pie Center
The pie center can be used to display the following values:
• None: Does not display any pie chart center.
• Average: Displays the average value for all logs added to the pie chart.
• Total: Displays the sum of all logs added to the pie chart.
• Min: Displays the value of the log with the lowest value.
• Max: Displays the value of the log with the highest value.
Numerical values
You can get a numerical display of all values in the log pie using the Display
Values feature.
Pie center
The pie center can be configured as follows:
• None: Does not display any pie center.
• Average: Displays the average value for all variables in the pie.
• Total: Displays the sum of all variables in the pie.
• Min: Displays the value of the variable with the lowest value in the pie chart
center.
• Max: Displays the value of the variable with the highest value in the pie chart
center.
Numerical values
You can get a numerical display of all values in the log pie using the Display
Values feature.
24.13 XY Plot
A XY plot, also called a scatter plot, is used to display values for two trend logs.
The values are displayed as points, each having the value of one variable
determining the position on the Y-axis and the value of the other variable
determining the position on the X-axis.
You can display the values in the XY plot in four different ways:
• Scatter: the values are represented by point in the diagram.
• Contour: the values are represented by a contour map in the diagram.
• Linear regression line: the values are represented by a straight line that
describes how a response variable changes as an explanatory variable
changes.
• Polynomial regression curve: the values are represented by a curve that
describes how a response variable changes as an explanatory variable
changes.
You can change the color of the line, points, and contour map. You can also use
grids to make the plot easier to read.
To create a dashboard
1. In WebStation, right-click the folder where you want to create the
dashboard.
2. Click Create Dashboard.
3. In the Dashboard Properties dialog box, in the Name field, type a name for
the dashboard.
4. Click OK.
To configure a dashboard
1. In WebStation, right-click the dashboard.
2. Click Edit dashboard.
To configure a XY plot
25. In the Y-axis maximum box, enter the maximum value of the y-axis.
26. In the Decimal box, select the number of decimals to display.
27. Click OK.
24.30 Slideshow
Slideshows switch the display of several different dashboards or other
components. You can configure the interval between the dashboards and
components.
To create a slideshow
1. In WebStation, right-click the folder where you want to create the slideshow.
2. Click Create Slideshow.
3. In the Create object - slideshow dialog, in the Name box type a name for
the slideshow.
4. Click OK.
5. Click Configure.
6. In the Speed(s) row, enter the interval between dashboards.
7. Click Add.
8. In the Select - Initial path dialog box, select a dashboard.
9. Click OK.
10. Repeat step 7 to 9 to add more dashboards to the slideshow.
11. Click OK.
Topics
How Documents Work
Opening a Document
25 Documents
25.1 How Documents Work
Opening a document
1. In WebStation, in the System Tree pane, click the document you want to
open.
Topics
Building Operation WebStation Window
List View
System Tree Pane
Settings Menu – Workspace Tab
Settings Menu – Options Tab
User Settings – Regional Settings Dialog Box
User Settings – Theme Settings Tab
Default System Settings – Regional Settings Dialog Box
Default System Settings – Theme Settings Tab
System Security Settings – Dialog Box
Change Password Dialog Box
View Menu
Context Menu
Context Menu – Trend Charts Submenu
Context Menu – Create Trend Item Submenu
Context Menu – Trend Logs Menu Submenu
Search Toolbar
Watch Pane – WebStation
Add and Edit User Dialog Box
26 Alarms Pane and Alarm View
Alarm Toolbar
Filter Toolbar
Sort Dialog Box
Select Fields Dialog Box
Alarm Details Dialog Box
Assign to User or Group Dialog Box
Comment Dialog Box
Notes Dialog Box – Cause Notes Tab
Notes Dialog Box – Action Notes Tab
Events Pane and Event View
Event Pane and Event View Toolbar
Event Details Dialog Box
Trend Chart View
Trend Log List View
Trend Log List Toolbar in WebStation
Trend Chart Toolbar in WebStation
Trend Chart Settings Dialog Box – X Axis Tab
Trend Chart Settings Dialog Box – Left Axis Tab
Trend Chart Settings Dialog Box – Right Axis Tab
Trend Chart Settings Dialog Box – Series Tab
Graphics View
Calendar Workspace
Schedule Workspace
Schedule Workspace Toolbar
Schedule Settings Dialog Box
Schedule Event Properties Dialog Box – Weekly View
Schedule Event Properties Dialog Box – Single Date
26 Exception View
Schedule Event Properties Dialog Box – Date Range
Exception View
Schedule Event Properties Dialog Box – Calculated
Exception View
Schedule Event Properties Dialog Box – Calendar
Reference View
Xenta Schedule Editor
Xenta Central Schedule Editor
Dashboard System Tree Icons
Edit Properties Dialog Box
Dashboard Properties – Basic Tab
Dashboard Properties – Layout Tab
Select Dashboard Widgets Dialog Box
Slideshow Properties Dialog Box
Dashboard Widgets Toolbar
Heat Map Properties Dialog Box
Log Gauge Properties Dialog Box
Log Pie Properties Dialog Box
Log Value Properties Dialog Box
Period Chart Properties Dialog Box
Period over Period Chart Properties – Dialog Box
Point Gauge Properties Dialog Box
Point Pie Properties Dialog Box
Point Value Properties Dialog Box
XY Plot Properties Dialog Box
26 User interface
26.1 Building Operation WebStation Window
Click here to learn more about Building Click to open the WebHelp home page. For
Operation more information, see the WebHelp
Overview topic on WebHelp.
Continued
Command Description
Date, time and number format Select the date, time, and number format
you want to use. For more information, see
section 4.14 “Regional Settings ” on page
61.
Size Mode Select the size of icons and fonts. For more
information, see section 4.15 “Theme
Settings” on page 63.
Date, time and number format Select the date, time, and number format
you want to use. For more information, see
section 4.14 “Regional Settings ” on page
61.
Continued
Component Description
Size Mode Select the size of icons and fonts. For more
information, see section 4.15 “Theme
Settings” on page 63.
Accent Color Select accent colot for the top toolbar. For
more information, see section 4.15 “Theme
Settings” on page 63.
External content security policy You can make a whitelist of websites that
whitelist are allowed to be embedded in
WebStation. An empty whitelist allows no
sites to be embedded. The whitelist is used
together with the HtmlPage object if you
only want a small selection of WebSites be
embedded and not open for all as the
"Enable external websites to be embedded
into WebStation" option.
Enable WebStation to use unsafe Select if you have graphics written in older
JavaScript versions of EBO that cannot be displayed
in 3.0 or later. For more information, see
the Cannot Open Graphics in WebStation
topic on WebHelp.
Create trend item Click to open the Create trend item menu.
For more information, see section 26.15
“Context Menu – Create Trend Item
Submenu” on page 352.
Continued
Command Description
Multi trend list Click to open and create a multi trend log
list of the selected object.
Trend logs menu Click to open one of the trend logs based
on the selected object.
Watch list
Use the list to view and edit properties.
Continued
Component Description
Force password change Select True to force the user to change the
password at next log on.
Date, time and number format Select the user’s date, time and number
format. For more information, see section
4.14 “Regional Settings ” on page 61.
View settings
Select an alarm filter in the list. For more
information, see section 9.19 “Favorites” on
page 124.
Filter
Click to filter alarms. For more information,
see section 9.15 “Temporary User Filters”
on page 120.
Acknowledge
Click to acknowledge an alarm. When
Acknowledge is active you can also mass
acknowledge a number of alarms at the
same time. For more information, see
section 9.4 “Mass Acknowledging Alarms in
WebStation” on page 107.
Select all
Click to select all alarms in the alarm list.
For more information, see section 9.4
“Mass Acknowledging Alarms in
WebStation” on page 107.
Deselect all
Click to deselect all alarms in the alarm list.
For more information, see section 9.4
“Mass Acknowledging Alarms in
WebStation” on page 107.
Add filter
Click to filter alarms or events.
Sort
Click to sort alarms or events.
Field
Click to display information fields.
Quick Filter
Enter something to filter on. For more
information, see the Quick Filter topic on
WebHelp.
Add all
Click to sort on all content.
Add selected
Click to sort on the selected content.
Remove selected
Click to remove the selected content from
the sorting function.
Remove all
Click to remove all content from the sorting
function.
Ascending/Descending
Click to sort the selected content ascending
or descending.
Quick Filter
Enter something to filter on. For more
information, see the Quick Filter topic on
WebHelp.
Add all
Click to add all fields.
Add selected
Click to add the selected fields.
Remove selected
Click to remove the selected fields.
Remove all
Click to remove all fields.
Choose who to assign to Select the user or user group you want to
assign the alarm to. For more information,
see section 9.5 “Alarm Assignments” on
page 108.
Events toolbar
Use the Events toolbar to organize the
events. For more information, see section
26.31 “Event Pane and Event View
Toolbar” on page 369.
Events list
Use the list to get an overview of the
different events.
Events details
Use the Events detail dialog box to get
more details of the selected event. For
more information, see section 26.32 “Event
Details Dialog Box” on page 370.
View settings
Select an event filter in the list.
Filter
Click to filter events.
Day
Click to display the last hour's event.
Week
Click to display thelast day's event.
Month
Click to display the last week's event.
Year
Click to display the last years's event.
Timestamp
Displays the timestamp for the recorded
values in the trend log list. For more
information, see section 16.1 “Trend Log
Lists in WebStation” on page 201.
Value
Displays the recorded value. For more
information, see section 16.1 “Trend Log
Lists in WebStation” on page 201.
Save
Click to save the settings you have made.
Export to Excel
Click to export the trend log list to Excel.
Export to XML
Click to export the trend log list as an xml
file.
Settings
Click to open the Settings dialog box.
Show events
Click to show events.
Add records
Click to add a record to the trend log list.
Save
Click to save the settings you have
changed in the trend chart. For more
information, see section 15.11 “Saving
Current Trend Chart Settings” on page 197.
Zoom to fit
Click to resize the trend logs to fit in the
browser window. For more information, see
section 14.4 “Zoom to Fit” on page 182.
Zoom tool
Click to zoom in the trend log area. For
more information, see section 14.2
“Zooming In an Area of a Trend Chart ” on
page 180.
Pan tool
Click to drag the chart area upwards or
downwards.
Hour
Click to set the scale of the x-axis to one
hour. For more information, see section
14.5 “Displaying Specific Time Spans of a
Trend Chart in WebStation” on page 183.
Day
Click to set the scale of the x-axis to one
day. For more information, see section 14.5
“Displaying Specific Time Spans of a Trend
Chart in WebStation” on page 183.
Week
Click to set the scale of the x axis to one
week. For more information, see section
14.5 “Displaying Specific Time Spans of a
Trend Chart in WebStation” on page 183.
Month
Click to set the scale of the x-axis to one
month. For more information, see section
14.5 “Displaying Specific Time Spans of a
Trend Chart in WebStation” on page 183.
Continued
Button Description
Year
Click to set the scale of the x-axis to one
year. For more information, see section
14.5 “Displaying Specific Time Spans of a
Trend Chart in WebStation” on page 183.
Go to date
Click to open a calendar to navigate to a
specific date.
Settings
Click to open the Settings dialog box for
the trend chart where you can configure the
trend chart axis, series, and calculations.
For more information, see section 26.37
“Trend Chart Settings Dialog Box – X Axis
Tab” on page 377.
For more information, see section 26.38
“Trend Chart Settings Dialog Box – Left
Axis Tab” on page 379.
For more information, see section 26.40
“Trend Chart Settings Dialog Box – Series
Tab” on page 383.
Automatic scroll
Click to automatically receive the latest
value. For more information, see section
15.9 “Automatically Updating Values in a
Trend Chart Series” on page 195.
Show as list
Click to show the trend series in the trend
chart as lists. For more information, see
section 16.4 “Showing Trend Chart Series
as a List” on page 204.
Continued
Button Description
Add
Click to add a new series to the trend chart.
For more information, see section 15.2
“Adding a Trend Chart Series to a Trend
Chart in WebStation” on page 188.
Continued
Component Description
Show gridlines for left Y-axis Select True to show grid lines originating
from the left y-axis scale. For more
information, see section 17.6 “Showing
Trend Chart Grid Lines” on page 221.
Auto scale left Y-axis Select True to activate auto scale. The
scale of the left Y-axis automatically adapts
to the displayed series. For more
information, see section 17.5
“Automatically Configuring the Y-axis
Scale” on page 220.
Clear to deactivate auto scale. Manually
scale the left axis by typing values in the
Left Y-axis minimum and Left Y-axis
maximum boxes.
Continued
Component Description
Left Y-axis minimum Type the minimum value of the left y-axis.
For more information, see section 17.4
“Manually Configuring the Y-Axis Scale” on
page 219.
Left Y-axis maximum Type the maximum value of the left y-axis.
For more information, see section 17.4
“Manually Configuring the Y-Axis Scale” on
page 219.
Show gridlines for right Y-axis Select True to show grid lines originating
from the right y-axis scale. For more
information, see section 17.6 “Showing
Trend Chart Grid Lines” on page 221.
Auto scale right Y-axis Select True to activate auto scale. The
scale of the right axis automatically adapts
to the displayed series. For more
information, see section 17.5
“Automatically Configuring the Y-axis
Scale” on page 220.
Clear to deactivate auto scale. Manually
scale the left axis by typing values in the
Right Y-axis minimum and Right Y-axis
maximum boxes
Continued
Component Description
Right Y-axis minimum Type the minimum value of the right y-axis.
For more information, see section 17.4
“Manually Configuring the Y-Axis Scale” on
page 219.
Right Y-axis maximum Type the maximum value of the right y-axis.
For more information, see section 17.4
“Manually Configuring the Y-Axis Scale” on
page 219.
Continued
Component Description
Graphic
The graphic area displays the graphic. For
more information, see section 23.1 “How
Graphics Work” on page 285.
Month calendar
View the calender by month.
Schedule Toolbar
Use the toolbar to add, edit, and save
events in the schedule. For more
information, see section 26.44 “Schedule
Workspace Toolbar” on page 388.
Date calendar
View the calender by dates.
Figure: Schedule event properties dialog box – Single date exception view
Table: Schedule Event Properties Dialog Box – Single date Exception View
Component Description
Continued
Component Description
Day of month Enter the day of month for the single date
event.
Day of week Enter the day of week for the single date
event.
Figure: Schedule event properties dialog box – Date range exception view
Table: Schedule Event Properties Dialog Box – Date Range Exception View
Component Description
Continued
Component Description
Start year Enter the year when you want the date
range to start.
Start month Enter the month when you want the date
range to start.
Day of month Enter the day of month when you want the
date range to start.
Day of week Enter the day of week when you want the
date range to start.
Day of month Enter the day of month when you want the
date range to end.
Day of week Enter the day of week when you want the
date range to end.
Continued
Component Description
Continued
Component Description
Start time Select the start time for the weekly event if
Interval is selected.
End time Select the end time for the weekly event if
Interval is selected.
Start date Select the start date for the exception event
interval.
End date Select the end date for the exception event
interval.
End time Select the end time for the exception event.
Start time Select the start time for the weekly event if
Interval is selected.
End time Select the end time for the weekly event if
Interval is selected.
Start date Select the start date for the exception event
interval.
End date Select the end date for the exception event
interval.
End time Select the end time for the exception event.
Dashboard
Indicates a dashboard.
For more information, see section 24.1
“How Dashboards Work” on page 291.
Slideshow
Indicates a slideshow.
For more information, see section 24.30
“Slideshow” on page 323.
Continued
Component Description
Deprioritize
Click move the widget backwards in the
dashboard.
Prioritize
Click to move the widget forward in the
dashboard.
Settings
Click to open settings to edit a dashboard
widget.
Remove
Click to delete a dashboard widget.
Display trend log Enter the trend log you want to display.
Continued
Component Description
Display trend log Enter the trend log you want to display.
Continued
Component Description
Display trend log Enter the trend log you want to display.
Continued
Component Description
Display trend log Enter the trend log you want to display.
Continued
Component Description
Display trend log Enter the trend log you want to display.
Continued
Component Description
Display trend log Enter the trend log you want to display.
Continued
Component Description
Continued
Component Description
Continued
Component Description
Continued
Component Description
Inner Contour Color Select the inner color for a contour map in
the diagram. For more information, see
section 24.13 “XY Plot” on page 305.
Outer Contour Color Select the outer color for a contour map in
the diagram. For more information, see
section 24.13 “XY Plot” on page 305.
Continued
Component Description
04-32009-01-en
July 2020