Trend Study Manager - Metasys - LIT-12011953 - Server - Metasys UI - 7.0.50

Metasys UI Help

Brand
Metasys
Product name
Metasys UI
Document type
User Guide
Document number
LIT-12011953
Version
7.0.50
Revision date
2024-03-19
Product status
Active
Language
English
Figure 1. Trend Study Manager layout
Table 1. Trend Study Manager callouts

Number

Name Description

1

Equipment & Spaces

Lists the equipment and spaces configured to the site. Expand the Equipment & Spaces tree to navigate and to select other spaces or equipment.

Click on an equipment or space to view the associated trend study in the Trend Studies List and to create or edit the trend study for the equipment or space.

Click the Unassigned Trend Study folder in the Equipment & Spaces tab to view, create, or edit any legacy trend study objects available on an engine and server.

2

Trend Studies List

Lists the trend studies for unassigned trend studies and for equipment and spaces.

Trend studies associated with equipment or spaces are listed in the same order as in the SCT archive.

3

Trend Studies List toolbar Add, delete, or reorder the list of supported trend studies.

4

Details panel View and edit trend study details including name, description, trend study authorization category, assigned to information, date and time range, and list of all trend extensions added to a trend study. You can also view and edit information related to aggregate function and aggregate interval configured for each trend extension.
Note: Aggregation is not supported for trend studies that are located on engines.

What is the Trend Study Manager?

For server Site Directors from Metasys Release 11.0, you can view and reuse legacy trend studies directly in Metasys UI with the Trend Study Manager. Legacy trend studies are trend studies that were created with SMP or with offline tools, such as SCT. The Trend Study Manager allows you to manage all of the trend studies on your site in one place, including creating, editing, and associating the trend studies with spaces and equipment. With this feature you can easily access custom trends that you configured in a previous Metasys UI session. You can also view and manage space and equipment associations with all supported trend studies.

Who can access the Trend Study Manager?

You do not require special authorization or licensing to access the Trend Study Manager. However, you can only modify an existing trend study when you have Modify items permission for the authorization category of the trend study. When you have View only permission, you can view details of a trend study, but you cannot add or remove points, or change the space or equipment association.

You can only create new trend studies if you have Configure Items permission for at least one authorization category. To delete a trend study, you require the Configure Items permission for the trend study's authorization category.

How can I access the Trend Study Manager?

  1. Open the User menu.
  2. Tap or click Feature Management.
  3. Tap or click Trend Study Manager.

How do I create a trend study in the Trend Study Manager?

  1. Click + in the Trend Studies List toolbar, or click +ADD TREND STUDY, if the Trend Studies List shows no legacy trend studies. The Create Trend Study window opens.
  2. Select Equipment & Spaces, Network, Views, or Historical Data from the list.
  3. Select one or more points.
    Note: If you add a trend study to a Space, go to the Dashboards Manager and make sure that the trend widget is correctly placed on the Spaces dashboard.
  4. Click the right arrow to add a point. To remove a point from the Selected section, select it and click the left arrow.
    Note: You can select a maximum of 32 points. Trend extension, trend log, and historical data are supported, but you cannot add live trends to a trend study. The right arrow remains inactive for unsupported points.
  5. Click NEXT.
  6. Enter a name.
  7. Click SAVE.

How do I delete a trend study in the Trend Study Manager?

  1. Select the trend study you want to delete from the Trend Studies List.
  2. Click the delete icon in the Trend Studies List toolbar. The Delete Trend Study window opens.
    Note: A delete action cannot be undone. Review the items that the trend study applies to carefully, before you delete a trend study.
  3. Click DELETE.

How do I re-order the trend studies in the Trend Study Manager?

  1. Navigate to the Trend Studies List.
  2. Use the down arrow and the up arrow in the Trend Studies List toolbar to reorder the trend studies. You can also use the drag icon to move the trend studies.
    Figure 2. Drag icon
    Note: You cannot reorder the Default Trend in this manner. The Default Trend can appear in first position or in the last position. Click FIRST or LAST to configure the position of the Default Trend.

How do I edit a trend study in the Trend Study Manager?

You can edit trend studies in the Details panel of the Trend Study Manager. The Details panel can be divided into two sections, namely the general trend study information, which shows the Name, Description, Authorization Category, Assigned To information, and Range; and the point information.

To edit the general trend study information, complete the following steps:
  1. Click on the trend study in the Trend Studies List.
  2. Click on the link next to the item you want to change to open an editable field.
  3. Make your change. To accept a change, click the check mark. To ignore the change, click x.
  4. Click SAVE in the lower right of the Details panel.
To edit the point information, complete the following steps:
  1. Click EDIT.
  2. The Function and the Interval columns become editable fields.
  3. Select a value from the drop-down list to change the Function.
  4. Enter a value manually to change the Interval.
  5. Click the trash can icon to delete a point.
  6. Click ADD POINTS to add a point.
  7. Select Equipment & Spaces, Network, Views, or Historical Data from the list.
  8. Select one or more points.
  9. Click the right arrow to add the point. To remove the point from the Selected section, select it and click the left arrow.
    Note: You can select a maximum of 32 points. Trend extension, trend log, and historical data are supported, but you cannot add live trends to a trend study. The right arrow remains inactive for unsupported points.
  10. Click SAVE in the lower right of the Details panel.

How do I edit the assigned space or equipment of a trend study in the Trend Study Manager?

Every trend study is automatically assigned a space when you create it. The assigned space is the space at the highest level of the Equipment & Spaces tree. For example, if you select a point from a piece of equipment in a conference room that is located in Building A, the assigned space is Building A. You can edit the assigned space or equipment of a trend study in the Details panel of the Trend Study Manager.

To edit the assigned space or equipment of a trend study, complete the following steps:
  1. Click on the trend study in the Trend Studies List.
  2. In the Details panel, go to Assigned To and click on the link next to it. The Assign Trend Study window opens.
  3. Select an equipment or space from the Equipment & Spaces tab.
  4. Click the right arrow to add the equipment or space. To remove the equipment or space from the Assigned To section, select it and click the left arrow.
  5. Click SAVE.

Is the Trend Study Manager supported on all devices?

The Trend Study Manager is supported on desktop only.