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Overview

The Solution Settings is a centralized configuration interface, facilitating the modification of general solution settings. Users can adjust parameters ranging from licensing considerations, solution file size details, and runtime processes, to Python interpreter paths through specific sections: Solution Information, Target Platform and License, Solution Options, Run Modules inside the main Runtime process, and Python Interpreter. To make solution configuration changes, simply navigate to Solution → Settings on the module sidebar.

On this page:


Key Concepts and Terminology

Target Platform

The target platform refers to the operating system and hardware environment on which your solution will be deployed and executed. Our platform supports various target platforms, including Windows, Linux, and real-time operating systems, ensuring flexibility and compatibility with a wide range of industrial automation systems.

By selecting the appropriate target platform, you can optimize your solution's performance and ensure seamless integration with your existing infrastructure.

Target License

The platform uses a licensing model to provide different levels of functionality and scalability, depending on the needs of your solution. The target license determines the features, modules, and tag limits available within a specific solution.

We offer several licensing options, catering to various solution sizes and complexity levels. By choosing the right target license for your solution, you can ensure access to the necessary tools and features while optimizing costs.

Categories

One interesting feature in the software platform is the ability to use Categories to organize and group items on runtime, such as variables, alarms, and trends.

Plugins

Plugins are additional software components that can be integrated into the platform to extend its functionality and compatibility. These plugins can be developed by third-party vendors or even end-users. They enable you to add custom features, support for specific devices, or integration with other software systems.

Our platform provides an SDK (Software Development Kit) that allows developers to create their own plugins, ensuring maximum flexibility and adaptability to meet unique solution requirements. By leveraging plugins, you can tailor the platform to fit your specific needs and create highly customized automation solutions.

Check Import Plugin for more information.



Understanding Solution Settings and Utilities

Overview

Access the Solution Settings through Solution Settings → General to tailor your solutions to specific requirements and ensure seamless integration with external systems.

This section is organize in the the following topics:

Verify the Target Platform

You can verify the Target Platform, which is set when creating a new solution, at Solution Settings → General. Information such as Product Family, Product Model and Canary Historian are also located at this environment and they are editable even after the solution is created.

The Solutions Management Tool documentation explains in details the procedure to create a new solution, as well as how to select the target platform.

Customize Settings

By accessing Solution Settings → General, users can also access settings such as Diagnostics Logging Control, Python Interpreter Configuration, and Flexible Licensing Options.


Define Categories

Categories are used to organize and manage various elements of an industrial automation solution in a structured and logical manner. By grouping similar components or items under specific categories, you can streamline your solution development process and maintain a clean, organized workspace.

Categories can be applied to several elements, including:

  • Tags: categories help you to group and organize tags based on their purpose, type, or function. This makes it easier to locate, manage, and monitor the tags during the solution development and runtime.
  • Alarms: categorizing alarms helps in differentiating alarm types, priorities, and sources, enabling efficient alarm management, filtering, and response.
  • Screens: organizing screens into categories allows you to manage various user interfaces, such as operator screens, reports, and diagnostics, in a structured manner.
  • Scripts: categorizing scripts helps to group related scripts or functions, facilitating easy navigation, editing, and maintenance.

Check Working with Solution Categories for detailed information about how to create categories and assign items to them.

Import Tag Definitions

The Import Tag Definitions feature enables you to efficiently import tag information from external sources, such as CSV or Excel files, allowing for quick and easy integration of pre-existing tag definitions into your solution, streamlining the development process. Check the Import Tags for detailed information about this subject.

Manage Solution Plugins

Add, remove, or configure plugins that extend the functionality of your solution, allowing for seamless integration of custom modules and third-party tools to enhance your industrial automation solution.

Export the Solution Configuration

Create a backup or share your solution's settings, such as tags, screens, alarms, and more, facilitating collaboration, version control, and easy migration between different environments.

Access the Solution History

View and track changes made to your solution over time, providing insights into modifications, user actions, and version management, ensuring traceability and effective collaboration throughout the solution's lifecycle.


Configuration and Utilities Usage

The Solution Settings navigation on Solution Explorer has general settings that applies to the entire Solution, and Utilities to assist the creating and maintenance of the solution. It includes: 

General Settings

The Solution Settings page (Solution Settings → General) has the configuration options that applies to the entire solution.

You can view and change the solution settings that you configured when you created the solution.

Solution information

Description

A description for the solution.

Solution Path

Read-only path to the solution.

Tag Count

How many tags the solution has.

Communication Points

How many communication points the solution has.

Target Platform and License

Target Platform

Shows the target platform selected in the solution creation procedure.

Product Family

A basic description of the product families is

FrameworX — Complete FactoryStudio functionality

FactoryStudio — Scales based on the number of Tags & clients. 

Edge HMI — Use for smaller applications and embedded systems.

Express — Use only for test or demonstration purposes.

Edge Gateway — Create a solution to work as an OPC server or Data Acquisition Gateway, providing data to other applications from the native protocol drivers.

Changing the family settings may cause some configurations to be invalid. For example, some features are only available in the Enterprise version.

Check our product families:

Product Model

The product model is connected with the maximum number of real-time communication points you are allowed on that solution.
Check Managing Licenses for more information.

Solution Options

Culture Info

Select the target language for the runtime application. This setting controls the formatting of dates, numbers, and other information so they are in compliance with the selected language. It is possible to change this setting later.

Allow Client Tasks (WPF only)

Checkbox that allows Client tasks in WPF.

Enable Diagnostics Logging

Checkbox that allows enabling diagnostics logging.


Categories

The Categories feature within the Solution Settings is a powerful tool that enables you to organize your solution content effectively. By grouping related elements together, it improves solution structure and navigability. For an in-depth understanding of this feature, please visit our Solution Categories.

Using Import Wizards

Our Solution Settings includes an Import Wizards feature, which simplifies the process of integrating external data or components into your solution. These wizards can significantly enhance your solution setup workflow. For a detailed walkthrough, please refer to our Import Tags.

Managing Plugins

In Solution Settings, the Managing Plugins feature allows you to control and configure the additional functionalities provided by plugins. It's an essential tool for enhancing your solution's capabilities and customizing its behavior. Learn more about plugin management in Import Plugin.

Exporting Solution Contents

The ability to export solution contents efficiently is a crucial part of Solution Settings. This feature provides a convenient way to backup, share or migrate your solution data and settings. For a comprehensive guide on how to export solution contents, please see our Exporting Solution Contents.

Utilizing the Solution History

Solution History is a significant feature within Solution Settings, providing insights into your solution's evolution. It allows for better tracking of changes, improved version control, and efficient error resolution. To master this feature, explore our Utilizing The Solution History Guide.


Troubleshooting and Best Practices

Troubleshooting and Common #Issues

The Historian module may encounter some issues in its operation. Here are some common issues and their troubleshooting:

#Issue

Solution

Best Practices and #Recommendations

To ensure the smooth operation of the Historian module, follow these best practices:

#Best practice

Recommendations


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