How to
Creating Custom View Folder in WorkStation
You create the Custom View folder in WorkStation to access the functions and objects that you want to monitor from Technician Tool. To access objects and functions in Custom View on Technician Tool, you need to assign permissions to user accounts to limit the scope of work and functionalities.
User accounts are used to control user activities in Technician Tool.
For example, in Workstation, you create a Custom View that contains variables of a Campus that you want to monitor from Technician Tool. The Campus has four buildings: Administration, East, South, and Northwest.
You then create the user profiles that have access to a specific part of the building:
A team dedicated to East aisle, having access to all information of Building - East
A team dedicated to South aisle, having access to energy values in Read/Write and HVAC value in Read only mode of Building - South
A team dedicated to the entire Building
Use this workflow to create user profiles for Technician Tool. Related information can be found in the sections after the flowchart.
In Workstation, create a Custom View folder that contains variables you want to monitor from Technician Tool. In this example you create a Custom View folder with the four buildings: Administration, East, South, and Northwest. For more information, see Creating Custom View Folder in WorkStation .
In Workstation, create a user account group. In this example, you create a Remote Operator group. For more information, see Creating a User Account Group .
In Workstation, create user accounts. For more information, see Creating a User Account .
In this example, you create the following three user accounts:
EastTeam dedicated to Building - East of the Campus
SouthTeam dedicated to Building - South of the Campus
WideTeam dedicated to entire Campus
In WorkStation, assign software permissions to the user accounts. For more information, see Assigning Path Permissions to a User Account .
In this example, you assign software permissions to each of the Campus user accounts as described below:
EastTeam has Full access to the following folders:
Building - East (as the user is dedicated to East aisle)
Custom View (to have access to Custom View folder using Technician Tool)
SouthTeam has Full access to the following folders:
Building - South (as the user is dedicated to South aisle)
Custom View (to have access to Custom View folder using Technician Tool)
Energy values with Read/Write permission (as the user wants to modify it)
HVAC values with Read permission (as the user wants to see it for diagnostic purpose but does not want to change it)
WideTeam has Full access to the following folders:
Campus (as the user is dedicated to entire Campus)
Custom View (to have access to Custom View folder using Technician Tool)
In Technician Tool, create user account logons. For each user account add a SmartStruxure server to Favorites with respective user name and password. For more information, see Adding a SmartStruxure Server to Favorites .
In this example, you create East aisle for EastTeam user account, South aisl e for SouthTeam user account and Wide buildin g for WideTeam user account.
Log on to Technician Tool to securely access the functions in Building Operation. You can access the functions depending upon the access rights assigned to you. For more information, see Log on .
Log on to WorkStation. The System Tree pane includes several folders representing a Campus , divided in 4 parts.
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Create a new folder. Right click Server 1 , navigate to New , and then click Folder .
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In the Name box, type Custom View . The folder name is case sensitive.
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Click Create .
Copy and paste the variables of Campus in the Custom View folder that that you want to monitor. For example, Custom View folder is created consisting of variables from different parts of the Campus (Administration, East, Northwest and South). The subfolders are used to sort variables by type of devices (Electrical View / Mechanical View).
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Log on to the Technician Tool and tap Custom View to view and navigate through the objects and functions that you want to monitor.
Custom View
User Account Profile Workflow