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How to

How to


Products: AS-B, Edge Server, Enterprise Central, Enterprise Server, AS-P, Virtual Project Servers
Functionalities: Basic Functionality
Product version: 2024, 7.0
12/3/2024

Creating a Document

You create a document so that you can view, edit, and store files in WorkStation. You can also attach documents to other EcoStruxure Building Operation objects, such as alarms.

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A Document is a container in which you can upload (import) a file for use in the EcoStruxure Building Operation software. You can upload all types of files, including reports, forms, images, and video clips.

When you open a Document,the EcoStruxure Building Operation software starts the installed editor or viewer associated with the file type. For example, you can open, edit, and save documents associated with Microsoft Word. For more information, see Opening a Document .

Important:

You can upload any file type, including .doc, .jpg, .pdf, or .txt, without size restrictions. However, importing files larger than 17 MB to a field server can result in an Insufficient Memory error.

Document creation

You can quickly create a Document by dragging a file from Windows Explorer to WorkStation. You can also create a Document by using the Wizard. For more information, see Creating a Document .

Document attachment to other objects

After a Document is created and saved, you can attach the Document to another EcoStruxure Building Operation object, such as an Alarm. For instance, you can create an Alarm Acknowledgement checklist and attach the checklist to a particular alarm. Operators can review and complete the checklist using a standard Windows viewer or editor, such as Notepad.

However, a Document is a separate entity so you cannot attach the Document directly to another object. Instead, you make an attachment from an EcoStruxure Building Operation object to the Document.

Important:

When you log off or are automatically logged off, any unsaved changes in the document are not saved in the database. Make sure that you save changes in open documents frequently.

Document Policy

You can increase the security in your system by configuring the document policy. The document policy controls which file types a user can open, save, and import.

For more information, see Document Policy .

To create a document

  1. In Windows Explorer, select the file you want to import to WorkStation.

  2. In WorkStation, drag the file to the EcoStruxure BMS server or folder where you want to create a document.

See Also

  • Documents Overview
  • Opening a Document
  • Renaming a Folder or Object