Welcome Page Settings (Reference):
Overview
The Designer home page is the entry point when you design a solution using the software platform. You can navigate back to that page for solution configuration. Access it using the HOME icon in the top-left area. It provides an interface for the following actions:
- User
- login management
- Solution information display
- User preferences customization
- Recent changes tracking
- Quick help links
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User Login
By default, the current user when opening a solution is GUEST, who, in a new solution, has privileges to edit all documents. Using the Security Module, it is possible to restrict which parts of the Solution Configuration can be accessed. In such cases, it is necessary to log in with the proper credentials.
Read more at Security Module.
Solution Information
The Solution Information provides details about the solution. It specifies the "ProductName," which is determined based on the Product Family it belongs to, and the "TagQuantity," which varies according to the Product Series. It also describes solution compatibility, indicating which target framework the solution is based on. Additionally, it features a "Tags Counter" to distinguish between tags sourced locally from the user's computer and those obtained externally from tag providers.
Solution Information
Target
ProductName (ProductFamily based).
TagQuantity (Product Series based).
TargetFramework (.NET 4.8 or .NET 2.0).
Tags Counter
Local: from local computer.
External: from external TagProviders sources.
Solution Explorer Preferences
Filtering Options (1) and (3)
That configuration allows selective filtering of items in the Solution Explorer, helping new users avoid being overwhelmed by an excess of options. It also assists with larger applications by enabling users to focus on the parts of the solution they are working on at a given time.
The filter options are:
- All Modules and Modules
- Basic Features: Only the typically used functions on simple solutions.
- Unified Namespace: Asset Tree, Tags, DataTemplates, Enumerations, TagProviders
- Process Modules: Devices, Alarms and Historian modules.
- Application Modules: Datasets, Reports, Scripts, Security and Displays.
Solution Explorer Style (2)
Allows you to define the navigation style for the Solution Explorer on the left side. The options are:
- Accordion: Automatically keeps only the section in use.
- Tree: Each Section is kept Open or Close according the user usage.
Default user is GUEST with full editing privileges in new solutions. The Security module can restrict access to specific configuration areas.
| User Type | Default Access | Notes |
|---|---|---|
| Guest | Full edit (new solutions) | Can be restricted |
| Authenticated | Based on role | Security module controlled |
See Security Module for access configuration.
Solution Information
Displays key solution details:
| Field | Description | Example |
|---|---|---|
| Target | Product family and model | FrameworX 1500 |
| Framework | Target framework version | .NET 8 or .NET 4.8 |
| Tag Count | Local vs external tags | Local: 1,234 / External: 567 |
| Version | Solution version | 1.2.0 |
| Modified | Last save timestamp | 2024-12-15 14:30 |
Solution Explorer Preferences
Filtering Options
Control which modules appear in Solution Explorer:
| Filter | Shows | Use Case |
|---|---|---|
| All Modules | Everything | Experienced users |
| Basic Features | Common functions only | Simple solutions |
| Unified Namespace | Tags, Templates, Assets | Data configuration |
| Process Modules | Devices, Alarms, Historian | Real-time configuration |
| Application Modules | Datasets, Reports, Scripts | Application logic |
Explorer Style
| Style | Behavior | Best For |
|---|---|---|
| Accordion | Auto-collapse inactive sections | Focus on current task |
| Tree | Maintain open/closed state | Multi-area work |
Designer User Preferences
Customize workspace behavior:
Theme Settings
| Setting | Options | Description |
|---|---|---|
| Theme | Sky, Dark, Navy, etc. | Color scheme |
| Switch at | 5pm - 9pm | Auto-switch to dark theme |
Theme transitions:
- Sky → Navy
- Steel → Graphite
- Light → Dark
- Pearl → Indigo
- Gold → Coffee
Display Options
| Setting | Function | Default |
|---|---|---|
| Show Quick Help | Display help panel | Enabled |
| Collapse Menu on Draw | Auto-hide explorer in Draw | Disabled |
Save Options
| Setting | Options | Description |
|---|---|---|
| Auto-save | Off, On Close, 5/10/15 min | Automatic saving |
| Export Changes | Enable/Disable | Auto-export to Git folder |
Recent Changes Panel
Displays last modified objects:
| Column | Shows | Action |
|---|---|---|
| Object | Name and type | Click to navigate |
| Module | Configuration area | Context info |
| Modified | Timestamp | Sort by time |
| User | Who made change | Audit trail |
Quick Help Section
Right-side panel with:
| Section | Content |
|---|---|
| Getting Started | New user guides |
| Documentation | Links to help |
| Videos | Tutorial links |
| Support | Contact options |
File Export Settings
When "Automatically Export Changes" is enabled:
| Format | Location | Use Case |
|---|---|---|
| CSV | Git/CSV/ | Spreadsheet review |
| JSON | Git/JSON/ | Version control |
Export path: SolutionFolder/SolutionData/Git/
Performance Impact
| Setting | Impact | Recommendation |
|---|---|---|
| Auto-save frequent | Higher disk I/O | 10-15 min for normal use |
| Export enabled | Additional saves | Enable for version control |
| All modules shown | Memory usage | Filter for large solutions |
Best Practices
For New Users
- Start with Basic Features filter
- Enable Quick Help
- Use longer auto-save intervals
For Large Solutions
- Use module filtering
- Enable collapse on Draw
- Consider manual save
For Team Development
- Enable export changes
- Use consistent themes
- Document filter preferences
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Designer User Preferences
The Designer Users Preferences allow users to customize their workspace by setting local preferences.
Designer Local Settings Options
Theme
Changes the platform color scheme to Sky, Dark, Navy and more.
Switch at
Enables switching from a light to a dark theme based on the configured schedule. The following time options are available to select on the drop-down menu:
5 pm
6 pm
7 pm
8 pm
9 pm
The "Switch at" option in the Designer workspace automatically switches to the dark version of the selected theme when opening a solution after the specified time. For example:
Sky switches to Navy
Steel switches to Graphite
Light switches to Dark
Pearl switches to Indigo
Gold switches to Coffee
If you enable this checkbox already using a night version theme (e.g., Dark, Navy, Graphite), it will only activate at the defined time. To use a dark theme as default, this checkbox must be unchecked.
Show Quick Help
Set whether the Quick Help Expander, in all configurations, is open by default.
Collapse Menu on Draw
When enabled, it automatically collapses the Solution Explorer when accessing the Draw environment.
Auto-save
Enables or disables the auto-save feature. The drop-down list also contains options for setting the auto-save frequency (When Closing Documents, or Every 5, 10, or 15 minutes).
Automatically Export Changes
Set up to export all configuration changes to CSV or JSON files in the GIT sub-folder.
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