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Introduction to Solution Settings and Tools

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The Solution section in the Designer workspace gathers detailed information about solutions, offering rich metadata and various tools to aid in designing and individually managing solutions on the software platform. It includes Solution Settings for configuration, Solution Categories for organization, Import Tags and Import Plugins to accelerate solution creation, Export for sharing configurations, and History for tracking key actions in the solution configuration.

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Key Concepts and Terms

The Solutions section holds key global settings, such as Target Platform, and a set of tools to allow Import and Export configurations.

TargetPlatform

Defines the Operating Platform where the Solution is intended to run. It can be Windows Only (.NET Framework 4.8), or Multiplatform (Linux and any OS support .NET 8.)

Product Family and Model

Define the licensing requirements to run the solution in production. Even though the Designer is unlimited, you should always set up those fields properly so that the Designer will limit its functionality consistent with the license required for field deployment.

Categories

Metadata labels that can be used across all configuration tables, assisting in organizing large-scale applications.

Plugins

Subsets of a solution, which can holds Tags, Displays, or any other objects. Useful to creating reusable components and enforcing development standards. 

Understanding The Solution Module Usage

The Solution Module is typically used only when a new Solution is created. 

Usually, it is important to double check if the Target Platform, Product Family and Model, are correctly setup.  When using Python, its necessary also to locate property the path for the Python engine.

For large solutions, defining the Categories at the begging will prove useful to organize your configuration. 

If you have tag definitions available on other systems, you can bring them with the Tag Import Wizards, which support importing from CSV files, ControlLogix devices, and various other options.

Finally, if you have PlugIns created by your own team or received from integrators, they can be added in this section to speed up the solution development.

Plugins are created with the Solution Export user Interface. 

When you perform any of these actions, the Solution History tracks the event.

Configuring Solution Settings and Categories

Go to Solution Settings for animation on the settings available. 

Go to Solutions Categories to learn how to define and use Categories.

Working with Import and Export Tools

Go to Solution Import Tags on how Import Tag definitions from other systems. 

Go to Solution Import PlugIns on how Import PlugIns into the solution.

Go to Solutions Export on how to backup the solution, or create PlugIns

Using the Solution History 

Go to Solution History on how to track major Solution events, and update Plugins.

The Solution module provides centralized configuration for solution-wide settings and tools for managing solution components. Access via Solution in the Solution Explorer.

Parent Page: Designer (Reference)

Related Topics:




Navigation Pages

PageTypePurposeAccess
SettingsConfigurationGlobal solution parametersSolution → Settings
CategoriesConfigurationOrganization labelsSolution → Categories
Import TagsToolTag import wizardsSolution → Import Tags
Import PluginToolPlugin integrationSolution → Import Plugin
ExportToolBackup and plugin creationSolution → Export
HistoryToolEvent tracking and auditSolution → History


ComponentPurposeAccess
SettingsGlobal configurationSolution → Settings
CategoriesOrganization labelsSolution → Categories
Import TagsTag import wizardsSolution → Import Tags
Import PluginPlugin integrationSolution → Import Plugin
ExportBackup and pluginsSolution → Export
HistoryEvent trackingSolution → History

Key Concepts

Target Platform

Defines the operating system and framework for the solution:

PlatformFrameworkUse Case
Windows Only.NET Framework 4.8Windows-specific features
Multiplatform.NET 8Linux and cross-platform

Product Family and Model

Licensing configuration for production deployment:

AspectPurposeImpact
Product FamilyLicense typeFeature availability
Product ModelPoint limitsTag count restrictions

Categories

Metadata labels for organizing large-scale applications:

  • Applied across all configuration tables
  • Used for filtering and grouping
  • Associated with default symbols

Plugins

Self-contained solution components:

  • Reusable across solutions
  • Include tags, displays, scripts
  • Version controlled
  • Update managed

Typical Workflow

Initial Setup

  1. Verify Settings - Check Target Platform and Product Model
  2. Define Categories - Create organizational structure
  3. Import Tags - Bring in existing definitions
  4. Add Plugins - Include reusable components

Development

  1. Use Categories - Apply to new objects
  2. Export Regularly - Create backups
  3. Track History - Monitor changes
  4. Update Plugins - Keep components current

Deployment

  1. Validate Settings - Confirm production configuration
  2. Export Solution - Create deployment package
  3. Review History - Check recent changes

Module Navigation

Solution Explorer Location

Solution Explorer
??? Solution
    ??? Settings
    ??? Categories
    ??? Import Tags
    ??? Import Plugin
    ??? Export
    ??? History

Quick Access

  • Direct navigation: Click module name
  • Search: Type "Solution" in search box
  • Recent: Check Recent Items on Welcome page

Common Tasks

TaskLocationPurpose
Change platformSettingsSwitch Windows/Linux
Set licenseSettingsConfigure Product Model
Organize objectsCategoriesApply labels
Import from CSVImport TagsBulk tag creation
Add componentsImport PluginReuse standards
Backup solutionExportSave complete copy
Create pluginExportMake reusable parts
Review changesHistoryAudit trail

Data Storage

Configuration Location

All Solution module settings stored in .dbsln file:

SettingTableEncrypted
SettingsSolutionSettingsYes
CategoriesCategoriesYes
Plugin InfoPluginRegistryYes
HistorySolutionHistoryYes

Temporary Folders

Solution-Data folder structure:

Solution-Data/
??? Designer/     # UI settings
??? Runtime/      # Execution cache
??? Git/          # Export files
??? Backup/       # Build backups

Integration Points

With Other Modules

ModuleIntegrationPurpose
UNSTag importDefine data model
DevicesImport wizardsConfigure channels
All modulesCategoriesOrganization
All modulesExport/PluginPackaging

External Systems

SystemViaPurpose
CSV FilesImport TagsBulk configuration
ControlLogixImport wizardPLC integration
GitExportVersion control
Other solutionsPluginsReuse

Best Practices

Settings Management

  • Set Target Platform early
  • Match Product Model to license
  • Configure Python path if needed
  • Set Culture Info for localization

Category Usage

  • Define before creating objects
  • Use consistent naming
  • Apply to all object types
  • Associate with symbols

Plugin Management

  • Version control plugins
  • Document plugin contents
  • Test before updating
  • Keep update history

Export Strategy

  • Regular full backups
  • Export before major changes
  • Create plugins for standards
  • Use Git integration

Troubleshooting

Common Issues

ProblemCauseSolution
Can't import tagsWrong formatCheck CSV headers
Plugin failsVersion mismatchUpdate plugin
Export too largeMany imagesExclude images
History missingNot enabledEnable in settings

Validation

CheckMethodExpected
Platform correctSettings pageMatches target
License validSettings pageMatches production
Categories definedCategories pageAll needed labels
Plugins currentHistory pageNo updates pending

Child Pages

Configuration Pages:

Related Topics:


See Also

Temporary Data Folders

When editing and running the solution, temporary sub-folders are created under a Solutions-Data folder.

In most cases, it's not necessary to have any direct interaction with these folders, other than knowing they don't store solution configuration — only user UI settings and temporary files. Therefore, they can be deleted at any time if necessary.

→ Read more at Temporary Data Folders.





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