Create dashboards specific to applications for individual roles

Recommended procedure for creating Plant Dashboard

  1. You have the portal role of Tenant Administrator to plan and organize Plant Dashboards.
  2. You have access to a controller with a typical or exemplary application set.
  1. Click "Add user" in "Administration > Plants > [exemplary plant]" to accept the individual role.
  2. Enter an e-mail test account and assign a role for the e-mail account.
  3. Close the process with "Save".
  4. Log in with each of the e-mail test accounts in Climatix IC and create a dashboard with "Add dashboard" for this role.
  5. Use only data points from the exemplary plant when integrating the data points.
  6. For each procedure, save the created dashboard (or multiple dashboards) with "Download dashboard".
  7. Ensure that you assign a self-explanatory file name to the saved dashboards.
  8. Log in again as Tenant Administrator to access the application set menu.
  9. Load the dashboard file for the specific application under "Application sets > 'corresponding application set' > Application > Area: Cloud files" to the application set (additional details available in the appropriate menu description).
  10. Assign the dashboard file to your role under "Application sets > 'corresponding application set' > Administration > Area: User access configuration" (additional details available in the appropriate menu description).
  1. New users find (on all controllers using the corresponding application set) that the Plant Dashboard is customized to its role.

Additional information

Dashboards specific to an application for individual roles or "Plant Dashboards", are the topic of the following sections:

For information on importing an application set, see: