Niagara Scheduling View


Overview


The Niagara Scheduling View Template allows you to modify equipment schedules from anywhere. Easily control your devices with this easy-to-use interface. This template also includes Energy View, PX View, Alarm View and a Free Weather Service which can be used on any project. Also check out our widgets.

How to Use

1. Copy Files to Station Directory


After downloading all the files, copy all files to an accessible station directory. E.g. Create a folder named SchedulingTemplate.

2. Add Licensing Service


Templates must be licensed, but you manage your own licenses. Licenses are bound to the stations host Id. You will be provided access to the Software and Licensing Portal where you can manage your own licenses. Here you can add, update, or delete licenses as needed.

There are few ways to get a license file:

1. Add our licensing module to your station services. This module automatically retrieves the license from our servers and saves it to your stations shared folder directory.

2. Alternatively, Login to the Software and Licensing Portal (link provided in Order Confirmation) and add your host id's as needed. Copy the license file to the stations shared directory.

Make sure the station user has access to WLicenseService in the user management and category service section.

Finally, in the service properties make sure the Enable Template Support option is set to true.

Verify you are always using the latest version of the licensing service. You can check and download the latest version from the Software Portal.

3. Add Weather Service (Optional)


The Open Weather Service is included in this template. You will need to sign up for a free api key from Open Weather Service. This step is only needed if you're also using the Energy View.

4. Site Structure


For this dashboard you will have your site structure as follows (although not required). This template uses 3 points per device. e.g. Power, Consumption, and Frequency. However you can use similar points, but just remember to change the names in the view settings (see below).

Each point should have a numeric history taken every 15 minutes (recommended).

Niagara Dashboard

5. View Settings


You must go into view settings and set up all the appropriate settings for this view.

Additionally, you should go into General Settings to setup colors, themes, and the home ord. The home ord is the ord to show when a user logs into the system.

For the home ord and alarm view to appear, you must tick the box "show on menu" for the home ord when setting up the navigation views.

Also, the navigation settings which tells the system which view to show on the template and whether or not to show it on the menu.

6. Setup the Navigation Menu


Log into the station (as a super-user) with your favourite browser and go to index.html page. Click on Settings.

As the super-user you will go through your stations configuration and apply views to each asset. Additionally, set each asset to either show/hide on the navigation menu. When a user logs on only those assets will appear in the menu with their respective views.

There are also settings to change theme colors, home link, and title.

For the home ord and alarm view to appear, you must tick the box "show on menu" for the home ord when setting up the navigation views.

7. Setup a Nav File


A nav file is included in your download. Set this for each user in the normal Niagara way. When a user logs-in they will be directed to the location in the nav file. The template will automatically go the the home ord you set up earlier. Verify the folder below exists, modify as required.


<?xml version="1.0" encoding="UTF-8" ?>
<nav version='1.0'>
<node name='Home' ord='file:^SchedulingTemplate/index.html%7Cview:web:FileDownloadView'
      icon='module://icons/x16/home.png' />

</nav>
                                

8. Setting Up Users


Additionally you can set users so only super-users can see the settings menu. This is done using the stations user administration in the normal way.

1. Set up a role that has the following access. See Operator Example.

2. In the user service, set the role to the role created above. Additionally, set the nav file to the one created in step 4.

3. Set the appropriate permissions in the Category Browser. NOTE: In order to edit schedules the user must have Admin Read/Write/Invoke permissions.

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