Navigating through the Site Dashboard

Navigating through the Site Dashboard

The Site Dashboard is the main menu for a building which is displayed after selecting a desired building from the building cards on the map view. The menu is broken down and organized into widgets which represent a feature of KODE OS filtered for the selected building. 


The Site Dashboard and its widgets are customizable, you are able to choose the kind of widgets you want to put on there, and have the easiest access to. 



Once your building environment is created you will be able to see all main cards on your left side:

  1. Systems
    1. Clicking on the Systems card will take you to a list of building Systems.
    2. Click on a system of your choice, to view the graphical representation along with devices/points placed on the graphics.
    3. Click on any of the three buttons in the bottom right of the page to change to different views, you can choose between: Circuit View, Dashboard View, and Widget View.
    4. On the left hand navigation bar you will find:
      1. System Details - including the name, type and tags.
      2. System Devices - will show you devices included in the system and all of their points.
      3. Attachments - gives you the ability to add notes, documents, and attachments within the system details.
      4. Edit System - gives you the ability to change the System's name, type and tags.
      5. Edit Content - gives you the ability to change the System's devices and points by selecting the ones of your choice.
      6. Delete System - gives you the ability to delete the system you are viewing.
  2. Areas
    1. Clicking on the Areas card will take you to a list of all Areas in the building.
    2. Click on any Area (Floor) of your choice and you will be able to view and edit the floor plan graphics and device placement.

  3. Devices
    1. Click on the Devices card will take you to a list of all devices in the building.
    2. Click on the filters button to filter the device list by: status, type, area, data sources, origin type and points count.
    3. Click on the three dots button, which will show you a menu of a number of different actions:
      1. Devices Batch Update - gives you the ability to batch update different device information, by selecting the devices and then choosing a: type, area, tag, location, or reference. As well as gives you the ability to select a number of devices and click on Points Apply template to continue to template them all at once.
      2. Points Batch Update - gives you the ability to batch update different point information, by selecting the points and then choosing a: display name, unit, tags, writability, COV tolerance, or precision. 
      3. Virtual Devices - gives you the ability to create virtual devices with points coming from different PseudoDevices.
        1. In order for you to be able to pull points from a  device, you need to add the PseudoDevice tag to it, that will populate it into the Devices section within Virtual Devices.
        2. To create a new virtual device click on the plus (+) button, at the top of the Virtual Devices list.
        3. Once you have create your new virtual devices, select a PseudoDevice, select it's points from the Device Points section, click on your Virtual Device and then click on Move to move the points to the Virtual Device. 
      4. Linked Devices - gives you the ability to link devices from KODE OS with devices in myMSI. Read more in our Device Linking KODE OS - myMSI article.
  4. Points
    1. Clicking on the Points card will take you to a list of all points in the building.
    2. Click on the three dots button which will show you a menu of different actions:
      1. Write Multiple Points - gives you the ability to write multiple points. Once you click on it, click on the checkboxes on the far right of the points section, and click on Write. This will open up a window giving you the ability to command the point.
      2. Points - Batch Update - gives you the ability to batch update different point information, by selecting the points and then choosing a: display name, unit, tags, writability, COV tolerance, or precision. 
  5. Data Sources
    1. Clicking on the Data Sources card will take you to a list of all data sources in the building.
    2. Click on the Add Data Source button to add a new data source, and follow our Adding a new Data Source article to learn more.
    3. Click on the three dots button which will show you a menu of a number of different actions:
      1. Test Connection - gives you the ability to check the connection of your data sources. Clicking on it will instantly check the connection, and show a green checkmark next to devices with a good connection, or a red exclamation mark next to devices which do not have a connection.
      2. Discover Devices - gives you the ability to discover new devices/points into the platform, follow our Discovering Devices article to learn more.
      3. Refresh Cache - refreshes the cache of the selected data sources from the selection menu which opens up.
    4. Clicking on the API Catalog in the next tab, shows a list of all APIs which are integrated within KODE OS. You can click on any of them to get more information and proceed to add the data source of that specific API.

These are all native widgets and the only ones which you will not have permission to move around.




Every other widget is optional and can be arranged to your liking, per the steps below:


By clicking on the three dots on the top right corner you will have the ability to: 


  1. Add Dashboard
    1. By clicking on this option you will be able to add a completely new dashboardwhich will live in a tab next to the overview (main) dashboard. In order to add the new dashboard you need to give it a titledescription, and set the access level to decide what type of user in the platform you want to give access to view that dashboard. 




  1. Arrange Dashboards 
    1. By clicking on this option you are able to arrange the placement in line of these dashboards. By clicking on the square of dots next to the name of the dashboard, as seen on the screenshot below, you are able to move the dashboard tabs to your liking.



  1. Add Widgets 
    1. The add widgets option opens up a menu of various options of widgets as seen in the screenshot below. Take a look at our Site Dashboard Widgets article to learn more about each of these widgets.
  1. Arrange Widgets
    1. By clicking on this option you will be able to place and resize the added widgets to your liking.
  1. Delete Dashboard
    1. This option allows you to delete the dashboard which you are currently viewing. 




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