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Overview

The Designer home page is the entry point when you design a solution using the software platform. It provides interface for the folioingYou can navigate back to that page using the HOME icon in the top-left area.

It provides an interface for the following actions:

  • User Login: some Some configuration features my may be protected according the to the user.
  • Solution Information: Summary of key information about your solution solution.
  • User Preferences: Allow Allows customization of the IDE, like such as themes and Help help messages. 
  • Recent Changes: Show Information Displays information about the last objects monied modified in the solution.
  • Help Quick Links: On the Left right side, some information for new users , on where to Startstart. 

On this page:

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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

On Solution Designer welcome page, there is a configuration section called Solution Explorer Navigation. It enables the modules and features filtering allowing users to filter which modules and features will display on the software platform user interface. This feature was designed to restrict unnecessary settings and enhances the focus on the solution. Also, it allows alternate between Tree or Accordion view style, changing the appearance of the modules navigation sidebar.

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The Designer home page is the entry point when you design a solution using the software platform.

You can log in or check the current user and its permissions. The default security configurations, such as the guest and the administrator users, are customizable through the Security Module configuration interfaces. Refer to the Security Module documentation for overall reference. Refer to the Security - Users for detailed information on the default users configured for the Designer workspace. Refer to Security - Permissions for more information on user permission groups.

The home page gathers navigation customizations, solution information, and local preferences for the Solution Designer user interface. The Designer workspace home page lists recent items, showing only the last modifications made to each object. To see the complete list of modified configuration items, navigate to Track Changes/Recent Changes in the Solution Explorer. For more information, refer to the Track Changes documentation page.

The workspace homepage also provides quick tips for where to start with a link to the interfaces. It is useful when you are starting to develop your solutions on the software platform. The "Where do I start?" guides users in discovering the Solution Designer features, including DataExplorer, Unified Namespace, Devices, Application and Draw, and Runtime. It helps users explore data sources, organize data models, map tags for data protocols, set up application modules, and verify connections.


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, informing 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.

counter and TagProviders  sources

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

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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. 

Designer User Preferences

The Designer Users Preferences allow users to customize their workspace by setting local preferences. 

navigation style between 'Tree' or 'Accordion'.  For new users, you can filter out some of the software functionality, using the Navigation Filter options
Setup if automatically Also, the about how Setup at .

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

Solution Explorer Preferences

The Solution Explorer Preferences enables users to choose the format that best suits their navigation preferences. It has two available configuration: the Filter shows a combo box allowing select a filter option and the Style shows radio buttons for users to switch the

.

Designer Keyboard Shortcuts

Action

Key



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