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COMPASS Web Interface User Guide

Compass is building automation software that allows users to view and control site equipment and systems. The latest version of Compass includes new features such as user image items, transparent backgrounds, and more background options. The Compass interface has a header, toolbar, navigation tree, tools menu, feature buttons, and content display area where data and alarms are shown. Users can print screens, view alarm notifications and history, and acknowledge alarms.

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0% found this document useful (0 votes)

204 views

COMPASS Web Interface User Guide

Uploaded by

Roshan Liyanage

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PDF, TXT or read online on Scribd

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Compass

Web Interface
User Guide
COMPASS WEB INTERFACE USER GUIDE

Welcome to Compass
Welcome to Compass, Alerton’s operator workstation software for building automation systems.
Compass is your command and control center for facility operations — from HVAC equipment to irrigation,
lighting, security, and more. Here, you can view and command site equipment and systems with unprecedented
flexibility and power.

New in Compass

New features and enhancements in this version of Compass include:

Feature Description

User Image Item Place an image on a display or template that

has no point binding (duct work, pipes, and
so on).

Transparent background Set a transparent background for Plain Text,

Read-Only Property, Prompted Property,
Checkbox Property, Group Box, and Date/
Time items.

Updated Display Info dialog Improves work flow when editing displays
and templates by enabling access to any Rep/
Job Display folder making it easier to copy
and paste from one rep/job to another.

More background options Now allows an image, a solid color, or a

transparent background.

Compass interface basics

The Compass interface is made up of a header, a tool bar, and the content display area.

Header

The header includes branding information (a dealer logo and/or a customer logo) and the user name or the user
currently logged in. Clicking the user name opens a menu that allows the user to enable or disable tool tips,
enable or disable automatic scaling of the content display area (Autoscaling), and change their password.

Tool bar

The tool bar is a set of icons on the left side of the page. Click the icons to navigate data displays, use Compass
tools, and to show or hide controls. Alarm icons on the tool bar show the number of unacknowledged alarms,
acknowledged alarms, and unacknowledged alarms that have returned to normal.

Navigation tree

The navigation tree presents system zones and devices in a graphical tree. You can set up the tree to reflect
system configuration in different views. For example, you could list devices by floors in a building or by network
number.
Access the navigation tree by clicking the Navigation icon in the left navigation panel.
The navigation tree’s appearance is configured by entering data in a spreadsheet file on the Compass
workstation. See the Compass workstation documentation for more information.

Tools menu

The Tools menu gives you access to Compass features such as schedules, trendlogs, and alarms.
NOTE: The Tools menu is only available in a browser launched from a primary workstation.
Access the Tools menu by clicking the Tools icon in the left navigation panel.

Feature buttons

Feature buttons provide quick access to such Compass features as Alarm History, Top Display, DataViewer, and
User Sessions. Open the feature buttons panel by clicking the icon in the left navigation panel.

Alarm notification

Three colored dots represent the number of alarms in three states: active unacknowledged (red), active
acknowledged (yellow), and unacknowledged returned to normal (blue).

Content display area

The content area is the main working area where data displays, alarms, and trendlogs are shown. You can
interact with some items on data displays. When enabled, tooltips appear when the mouse hovers over an point
on the display. Enable or disable point tooltips by clicking the user name in the upper right corner of the screen
and then selecting Enable/Disable Point Tooltip.
To increase the viewable area, click the Show/Hide Controls icon at the bottom of the tool bar. Click the icon
again to restore the controls.
Three colored dots represent the number of alarms in three states: active unacknowledged (red), active
acknowledged (yellow), and unacknowledged returned to normal (blue).

Printing

You can print a Compass screen by clicking the printer icon at the top left of some screens or by using the browser
Print function.

TASK
1. Click the Print icon or select Print from the browser menu.
2. Check the browser print settings and ensure that printing of background colors and images is turned on.
Some images and colors will not print if this is not enabled.
3. Click Print.

About alarms
Alarms monitor data points in the BACtalk system for conditions you specify, and then generate alarm messages
when one of those conditions is met.
Three components make up a Compass alarm:
• The monitored property, which is the status or value that the alarm watches for an alarm state.
• The alarm setup (in BACnet, technically known as an event-enrollment object), which is saved in a global or
building controller. It watches the monitored point to generate an alarm.
• The alarm handler (in BACnet, technically known as a notification class object), which determines what
operator workstations, pagers, remote sites, and email accounts are notified when an alarm occurs.

Alarm notifications

Compass displays the number of alarms and notifies you when new alarms occur.
NOTE: For notifications to work properly, your web browser must allow pop-ups. Also, in Mozilla Firefox the
Raise or lower windows feature must be enabled. See Firefox documentation for instructions.

Alarm notifications for new alarms

The Alarm Notifications window appears if an alarm occurs when you are working in Compass. It also appears
at start-up if an alarm has occurred since Compass was closed.
Click a column heading to sort the list. Click the heading again to change the sort order (ascending or
descending).
Click Acknowledge or Acknowledge All to acknowledge alarms.
To toggle audio notifications ON or OFF, click the audio icon.

Alarm notifications when working in Compass

When Compass is running in a visible window (not minimized), it indicates active unacknowledged alarms in the
browser title bar and all alarms in the left navigation area.

In the title bar at the top of the browser window the number of active, unacknowledged alarms is shown in
parentheses before the title of the web page. For example, “(1)Compass - Mozilla Firefox” indicates one active
unacknowledged alarm.
Left navigation area - colored dots represent the number of alarms in three states: active unacknowledged (red),
active acknowledged (yellow), and unacknowledged returned to normal (blue). Clicking one of these indicators
opens the Alarm History for that type of alarm.

Click a column heading to sort the list. Click the heading again to change the sort order (ascending or
descending).
Click Acknowledge or Acknowledge All to acknowledge alarms.

Alarm notifications when Compass is minimized

You can configure Compass to notify you of new alarms when it is running in a minimized window. Alarm
notifications will pop up as they occur. Turn notifications on or off by editing your user profile.
When you get a pop-up notification, you can view the current alarm, view other alarms, or cancel the notification.
Click a column heading to sort the list. Click the heading again to change the sort order (ascending or
descending).
Click Acknowledge or Acknowledge All to acknowledge alarms.

Viewing alarm history

Alarm History shows critical information about the alarms that have occurred in your system. You can view all
alarms or specific types of alarms (for example, high limit) for the date range you specify.

Opening alarm history

You can open the Alarm History by:

• Clicking the Alarm History button at on the feature button menu
• Clicking an alarm notification button on the Tools menu
• Clicking
NOTE: Alarm indicators are visible only if you have sufficient user privileges.

Using filter options

Click Filter Options to expand and collapse the filter area. Filter Options lets you select alarms on these criteria:
• Time range
• Alarm status
• Alarm state
• Monitored point (available when Alarm History is opened from a data display context menu)
Select or type the criteria you are using to filter and then click Update.

Viewing alarms

The alarm list shows all current alarms that meet the criteria selected in Filter Options. By default, they are
sorted by the date and time that they occurred. Sort the list by clicking the Date/Time or User column headings.
Navigate to additional pages in the list using the page number icons at the lower right.

NOTE: Alarm indicators are visible only if you have sufficient user privileges.

Creating a new alarm

When working in the web interface on a Compass workstation, you can create new alarms using the context menu.

NOTE: The alarm handler for the new alarm must be created at a Compass workstation before you can create alarms
in the web interface.

TASK
1. From a data display, right-click a point, select Alarms and then click Configure.
STEP RESULT: The Point Alarmswindow appears.
2. Click Add Alarm.
STEP RESULT: The Add New Alarm - Select Alarm Type dialog box appears.

3. Select the type of alarm (analog or floating limit) you want to create.
4. Select a host device.
5. Select an alarm handler or create one. See Creating an alarm handler.
6. Type an alarm description.
7. If you are creating a floating limit alarm, select the setpoint device, type, and instance. For example,
Production AC Unit, Analog Output, 1.
8. Enter the offsets, deadband, and delay.
9. Select the notifications to send.
10. Type the messages you want to send for High Limit, Low Limit, Off Normal, Fault, and Normal conditions.
11. If you want to include a link in the alarm notification, select Display a link in the alarm message and
then type a URL or select a data display.
12. Click SAVE.

Editing alarms

TASK
1. From a data display, right-click a point and then select Alarms.
STEP RESULT: The Point Alarmswindow appears.
2. Select an alarm and then click Edit Selected Alarm.
STEP RESULT: The Edit Alarm Configuration dialog box opens.
3. Type a description and select an alarm handler.
4. Change the alarm parameters: High Limit, Low Limit, Deadband, and Delay.
5. Select the notifications to send when an alarm occurs.
6. Type the text for High Limit, Low Limit, Off Normal, Fault, and Normal alarm messages.
7. If you want to include a link, select Display a link in the alarm message.
a To include a URL, select URL and then type the URL.
b To link to a display, select Workstation Display, select Display, and then select a display from the drop-
down list.
c To link to a device template, select Workstation Display, select Template, and then select a template from
the drop-down list.
8. Click SAVE.

Deleting an alarm

TASK
1. Right-click the point.
2. From the context menu, select Alarms and the click Configure.
3. Select the alarm by checking the box at the left.
4. Click Delete Selected Alarm.

Adding an alarm recipient

TASK
1. From a data display, right-click the point you want to add an alarm recipient for.
2. From the context menu, select Alarms and then click Configure. If an alarm has not been created for this
point, you will be prompted to create a new alarm.
3. Select the alarm and then click Edit Selected Alarm.
4. Click Edit.
5. Click the + button at the top of the Recipients area.
6. Select the type of recipient - workstation, email, or pager.
7. Configure a workstation recipient.

Field Description

Workstation Select the workstation you want to receive

the alarm notification.

Log into alarm history Record the alarm in the alarm history log.

Annunciate if... Require a user to acknowledge the alarm.

Print Send the alarm to the primary workstation’s

default printer.

Handled Events Select the events that will trigger an alarm.

Activity Time Period Select the days and times that the recipient
will receive alarm notifications.

8. Configure an email recipient.

Field Description

Email Type a label for the email recipient.

Description Type the text that appears in recipient lists.

Email address Type the email address where the alarm

notification will be sent.

Email through workstation Select the workstation that will process the
email.

Handled Events Select the events that will trigger an alarm.

Activity Time Period Select the days and times that the recipient
will receive alarm notifications.

9. Configure a pager recipient.

Field Description

Pager Compass generates this value by appending

a unique ID to the description.

Description Type a description for the pager - “Weekend

Pager” for example.

Phone Number Use numbers and spaces. To specify the

baud rate, add a forward slash and the baud
rate at the end of the phone number. For
example, “/2400”. This can help resolve
connection problems.

Alphanumeric Pager When selected, Compass sends an

alphanumeric alarm description to the
pager.

Pager ID Type the pager identifier that the paging

service uses to route the message.

Numeric Message If the page is not alphanumeric, type a

numeric message.

Dial Out Through Select the controller at the local site that will
dial out the alarm. This controller must have
a modem and must have Supports Alerton
Process IDs selected on the Capabilities tab
in Device Manager.

Handled Events Select the events that will trigger an alarm.

Activity Time Period Select the days and times that the recipient
will receive alarm notifications.

Removing an alarm recipient

Use caution when removing alarm recipients that belong to multiple alarm handlers. Doing so may prevent the
other handler from sending a notification.

TASK
1. Right-click the point you want to remove the alarm from.
2. From the context menu, select Alarms and then click Configure.
3. Select the alarm by clicking the box at the left.
4. Click Edit Selected Alarm.
5. In the Alarm Handler field, click Edit.
6. Select a recipient by clicking it and then click Remove.

About host devices

A host device supervises, stores, and runs automation features (alarms, trendlogs, schedules, and so on).
Once automation features are created in Compass, they are downloaded to a host device where they run locally.
If the connection to the operator workstation is lost, or is temporary in the first place, the host device continues to
run the automation features.
Ascent Control Modules (ACMs), Global controllers (BCMs), and expandable controllers (VLXs) function as host
devices. When selecting a host device, choose the one nearest to the device that hosts the relevant data point.

About alarm handlers

Each alarm in Envision for BACtalk has an alarm handler assigned to it.
The alarm handler determines which devices are notified when an alarm occurs.These devices are called alarm
recipients. Alarm recipients can include one or more of the following:
• An operator workstation
• A pager
• An email account
The alarm handler maintains a list of recipient profiles. Each recipient profile determines the type (off-normal,
fault, normal) of alarm the recipient accepts and the actions the recipient carries out.
When you set up an alarm handler, you can select existing recipient profiles or set up new ones. Once you
create a profile, any alarm handler can use it, and multiple profiles can be set up for a single recipient. Alarm
handlers are saved to the Envision for BACtalk server and to the host device.

Creating an alarm handler

TASK
1. While creating or editing an alarm, open the Alarm Handlerdrop-down menu.
2. Select Create New Alarm Handler.
3. Type a description. This will appear in lists of alarm handlers.
4. Add recipients.
5. Select whether to require acknowledge for alarms, faults, and return to normal.
6. Click SAVE.

Editing alarm handler configuration

TASK
1. From the Compass primary workstation, right-click the point associated with the alarm.
2. Select Alarms and then click Configure.
3. On the POINT ALARMS page, select the alarm by clicking the check box next to it and then click Edit
Selected Alarm.
4. Click the Edit button next to the Alarm Handler field.

Field Description

Host Device Read-only field that lists the alarm handler.

Description The name shown in lists of alarm handlers.

Recipients The workstation, pagers, and/or email

addresses that will be notified when an
alarm occurs.

Acknowledge Popup Messages The events that must be acknowledged.

Editing an alarm recipient

TASK
1. Right-click the point.
2. From the context menu, select Alarms and then click Configure.
3. Select the alarm by clicking the check box next to it.
4. Click Edit Selected Alarm.
5. In the Alarm Handler field, click Edit.
6. Select the recipient by clicking it and then click Edit.
7. Configure a workstation recipient.

Field Description

Workstation Select the workstation you want to receive

the alarm notification.

Log into alarm history Record the alarm in the alarm history log.

Annunciate if... Require a user to acknowledge the alarm.

Print Send the alarm to the primary workstation’s

default printer.

Handled Events Select the events that will trigger an alarm.

Activity Time Period Select the days and times that the recipient
will receive alarm notifications.

8. Configure an email recipient.

Field Description

Email Type a label for the email recipient.

Description Type the text that appears in recipient lists.

Email address Type the email address where the alarm

notification will be sent.

Email through workstation Select the workstation that will process the
email.

Handled Events Select the events that will trigger an alarm.

Activity Time Period Select the days and times that the recipient
will receive alarm notifications.

9. Configure a pager recipient.

Field Description

Pager Compass generates this value by appending

a unique ID to the description.

Description Type a description for the pager - “Weekend

Pager” for example.

Phone Number Use numbers and spaces. To specify the

baud rate, add a forward slash and the baud
rate at the end of the phone number. For
example, “/2400”. This can help resolve
connection problems.

Alphanumeric Pager When selected, Compass sends an

alphanumeric alarm description to the
pager.

Pager ID Type the pager identifier that the paging

service uses to route the message.

Numeric Message If the page is not alphanumeric, type a

numeric message.

Handled Events Select the events that will trigger an alarm.

Activity Time Period Select the days and times that the recipient
will receive alarm notifications.

Schedules
Use schedules to plan building operations based on the time of day, holidays, and special events.
Schedules can control zones and binary objects (ON or OFF) that support the priority-array property. A schedule
set, which you assign to one or more points or zones, consists of three components: work week, holiday, and
event.
• The work week schedule component controls day-to-day operations.
• The holiday schedule component controls days when a facility is typically unoccupied.
• The event schedule component controls time periods outside normal occupied times.
The holiday schedule overrides the work week schedule, and the event schedule overrides the holiday and work
week schedules.
You can view schedules by searching or by using the context menus.

Creating a schedule

The process of creating a new schedule starts from the context menu of the point you want to schedule.

TASK
1. On a graphical display, right-click the point.
2. From the context menu, select Schedulesand then click Add Point Schedule or Add Zone Schedule.
3. Select, copy, or create Work Week, Holiday, and Event schedule components.

Editing a schedule time block

When viewing schedules from a Compass workstation, you can make changes to existing time blocks.

TASK
1. When viewing a schedule, click a time block label.
STEP RESULT: The time block editor — Edit Work Week, Edit Event Timeblock,or Edit Holiday Timeblock — appears.
2. Type start and end times.
ADDITIONAL INFORMATION: NOTE: Time formats are configured at the Compass primary workstation. See Compass
workstation Help for details.
3. Select the days that the time block will be effective.
4. Click OK.

Changing schedule components for a point

TASK
1. Right-click the point.
2. From the context menu, select Point Schedule.
3. Expand the Selected Schedule Components area.
4. Use the drop-down menus to select or copy schedule components for the point.
STEP RESULT: The selected schedule components are reflected in the schedule display.
5. Click Save Schedule.

Editing the work week

You can add a weekly time block to a schedule using a web browser on a Compass workstation.

TASK
1. Right-click a point and then select Zone Schedule or Point Schedule.
2. Click Edit Work Week or drag the button to the desired time slot.
STEP RESULT: The Set Work Weekwindow appears.
3. Type start and end times.
4. Select the days of the week the time block is effective.
5. Click OK.

Adding a holiday

To set your system OFF for an entire day, add a holiday to the schedule.

TASK
1. From a display, right-click a point and then select Zone Schedule or Point Schedule.
2. Click Add Holiday or drag the button to the desired day.
STEP RESULT: The Add Holiday Timeblockwindow appears.

3. Click the calendar icon and select a date for the holiday. If the holiday spans multiple days, select Repeat
and then select an end date.
4. Click OK.

Adding an event

You can add events to a schedule using a web browser on a Compass workstation.

TASK
1. Right-click a point and then select Zone Schedule or Point Schedule.
2. Click Add Event or drag the button to the desired time slot.
STEP RESULT: The Add Event Timeblockwindow appears.

3. Select Command ON or Command OFF.

4. Click the calendar icon and select a date for the event. If the event occurs on multiple days, select Repeat
and then select an end date.
5. Select All Day or type start and end times. Type times in hh:mm AM/PM format: for example, 12:00 PM.
6. Click OK.

Viewing points and zones controlled by a schedule

You can see a list of points and zones that are controlled by a schedule.

TASK
1. From a schedule page, click See controlled points and zones.
2. Click the tabs at the top of the list to see the points and zones controlled by the schedule.

Viewing a list of scheduled points and zones

You can quickly view a list of scheduled points and zones.

TASK
1. From the feature button menu, select SCHEDULE POINTS/ZONES.
2. Type part of an object name or object description and then click Search. To list all scheduled points/
zones, leave the field blank.
3. To view the schedule for a point or zone, select it and then click View Schedule.

Removing a schedule from a point

TASK
1. Right-click the point.
2. From the context menu, select Schedules and then click Point Schedule.
3. Expand the Selected Schedule Components area.
4. Click Unschedule Point/Zone.

Setting the work week start time

You can change the start time displayed on the schedule editor. This is useful if your work day starts at a time other
than 8:00 AM.

TASK
1. Open profile.ini in the rep/job folder.
2. In the Schedules section set the DefaultWeeklyTimeblockStartTime entry to the time you want the work
day to begin.
ADDITIONAL INFORMATION: Valid time formats include: 4:00am, 4am, 12:00 p, and 23:00.
3. Wait five minutes or restart Compass.
ADDITIONAL INFORMATION: NOTE: This value is also used to set the scrollbar position in the Week and Day schedule
view.

About DataViewer
DataViewer presents up to ten trendlogs and/or energy logs in an interactive graphical interface. Use it by setting
a date and time, selecting logs, and then viewing the data in the summary and main charts.

Control area
Use the control area to select time frames, select logs, and load data. Once you have selected the data you
want, you can collapse the control area to maximize the space available for the charts.To collapse the control
area, click the arrow on the border between the areas. Click the arrow again to expand the control area.

Set Date/Time

This is where you select the time frame for the data that is retrieved and how much of that data is displayed on
the charts. When the date/time range is set to Current/Current, the DataViewer refreshes data based on the
shortest sample interval of all logs in view.

Select Trendlogs and Energy Logs

You can select up to ten logs to display by clicking the selection button.

Load Data

Once you set a time frame and select the logs you want to view, click Load Data to retrieve data from the
Compass primary workstation. Use Load Data to retrieve fresh data or when you have selected different logs.

Chart area
The chart area is where trendlog data is displayed. It is made up of a summary chart and a main chart.

Summary chart

The summary chart shows data for the entire selected date/time range. It shows only the principal trendlog or
energy log and is less detailed than the main chart.

Main chart

The main chart shows a subset of the data shown on the summary chart. It is more detailed than the summary
chart and can be set to show minimum and maximum values for individual logs.

About trendlogs and energy logs

Trendlogs and energy logs help you troubleshoot problem areas and identify critical operating trends in your
system. For example, you might log the temperature in a room to see if the system is keeping it within desired
setpoints. Energy logs help you analyze energy demand and consumption.
When you set up a log at the Compass operator workstation, you instruct a host device to sample values from a
property at regular intervals. You can log points from a controller other than the device that hosts the trendlog/
energy log, but this will increase network traffic.

Viewing trendlog and energy log data

DataViewer shows data in two charts: the summary chart and the main chart. Trendlog/energy log data is repre-
sented on the charts by colored lines. The amount of data shown on the charts depends on which view you have
selected. Open DataViewer by clicking the feature button in the Feature Button panel.

Using the summary chart

The summary chart shows data for the principal log retrieved from the Compass primary workstation. Only the
principal log is represented on the summary chart.
Use the panning arrows to pan forward and back.
A shaded area on the summary chart indicates the time frame of the data shown in the main chart. You can click
and drag this highlighted area to pan through data.

Using the main chart

The main chart shows a subset of the data shown on the summary chart in greater detail. You can zoom in on
specific areas of the chart and then pan forward and backward through the data. All selected trendlogs are
represented on the main chart

Chart range

The chart range at the top of the main chart shows the beginning and end dates and times for the data shown.

Legend

The chart legend, located below the summary chart, shows the date/time and trendlog values based on the
location of the cursor in the main chart. Log names/descriptions and values are shown in their associated colors.
The legend shows blank values until the cursor moves onto the main chart. Then it shows the date/time and
values as the cursor moves across the chart. Small dots appear on the lines in the main chart to indicate the
date/time being shown.
When the cursor is moved off of the main chart, the legend shows the values that were shown at the time the
cursor was moved off.

Using the tabular view

Click View as Table to display log data in tabular view. The table shows one column for the time stamp and one
column for each selected log. You can add or remove logs.
Click a column heading to sort the data. Click the column heading again to change the sort order (ascending
versus descending).
Click View as Graph to switch to graphical view.

Setting the time frame

Use the Time Frame area to set the date and time range for data to be retrieved and displayed. The range is shown
just above the main chart. The view you select determines the beginning time for the range of data retrieved from
the primary workstation.

Set to Current Date/Time

This button sets the End Date and End Time to the present date/time on the Compass primary workstation and
then retrieves data based on the view and trendlogs or energy logs selected. When the date/time range is set to
the current date and time, the fields read “Current”. When displaying the current date and time, DataViewer will
automatically refresh data based on the shortest sample interval of all logs in the viewer.

Select Date and Time

You can accept the default date and time or specify a different date and/or time.
To specify a date and/or time
1) Use the date picker or type the date of the latest data you want to retrieve from the primary workstation.
2) Type an end time and then select AM or PM.
3) Click Load Data.

Selecting logs to view

Select a primary trendlog/energy log and, optionally, companion logs to show in the charts. Logs for which the user
does not have sufficient privileges are not listed.

Primary log

The primary trendlog/energy log will appear in the summary chart and the main chart.

TASK
1. Click the DataViewer icon in the footer.
STEP RESULT: The Log Selection dialog box appears.
NOTE: You can also open DataViewer from context menus, but you cannot edit the primary log if you do so.
2. (Optional) Adjust the value of the Max Logs to Display field.
3. Type part of a log name or description and then click Search. Leave this field blank to retrieve all logs.
4. If the search returns more logs than the number set in the Max Logs to Display field, a message appears.
Refine your search criteria or increase the value in the Max Logs to Display field.
5. If you are using a touchscreen device, tap the selector arrow to display the list of logs. Select a log and
then click OK.
6. Viewer retrieves data for the selected log and displays it in the charts. If the prim

Companion logs

Companion trendlogs and energy logs appear only in the main chart and can be toggled ON or OFF. Companion
logs are associated with a primary log only for the duration of the DataViewer session unless you save the
selection.

TASK
1. Click the selection button.
2. Type part of a log name or description and then click Search. You can search without typing search
criteria, but this will return all logs and the list might be large. If the search returns more logs than the
number set in the Max Logs to Display field, a message appears. Refine your search criteria or increase
the Max Logs to Display value.
3. If you are using a touchscreen device, tap the selector arrow to display the list of logs. Select a log and
then click OK. To add additional companion logs, click the selection button and either select a log from
the list or perform another search.
4. Click Load Data. DataViewer retrieves data for the selected log(s) and displays it in the main chart.
5. To remove a companion log from the main chart, clear the selection check box next to it.
ADDITIONAL INFORMATION: NOTE: Companion log selections are retained when you exit DataViewer. The next time
you open the primary log, the companion logs will also open.

Changing colors

TASK
1. Click the colored button to the left of the log name. The Color Selection dialog box appears.
2. Select a color and then click OK.
3. Click Load Data.

Secondary Y-axis

If a companion log is measured on a scale or in units different from the primary log, you can display the
companion log data on a secondary Y-axis.
The secondary Y-axis appears on the right side of the main chart.To show a secondary Y-axis, select the 2nd Y
Axis check box to the right of the log description and then clickLoad Data. When data for a log is shown on the
secondary Y-axis, a corresponding color swatch appears next to the axis. This helps you know which axis a log
is shown on.

Panning and zooming

Navigate the data by panning through the summary and main charts and by zooming in on the main chart.

Panning

Use the panning arrows to move backward and forward through the data. The panning buttons on the main chart
will only be enabled when the main chart is zoomed in. You can also pan through data by clicking the shaded
area in the summary chart and dragging it left or right.
Main chart panning

You can only pan across the main chart after you have zoomed in.When you click a panning arrow next to the
main chart, DataViewer moves the selected data by 25% of the selected date/time range. Selected data is
shown as a shaded area in the summary chart. When you are zoomed in, the date/time range shown in the main
chart is represented as a darker shaded area within the shaded area on the summary chart.

Summary chart panning

When you click a panning arrow next to the summary chart, DataViewer moves the selected date/time range
according to the view you have selected. Compass updates the Date and Time fields to indicate the date/time
range being viewed. When you pan left across the summary chart, the date/time range is updated and auto
refresh is disabled. When you pan to the far right of the summary chart, Compass sets the date/time range to
current/current and enables auto refresh.

If you are in this view: DataViewer shifts:

2-Hour 10 minutes

Day 2 hours

Week One day

Month One week

Zooming

Select a subset of data to view by clicking and dragging in the main chart. The main chart will refresh to show the
range of data selected. The axis labels on the chart will reflect the values of the zoomed view.
Horizontal zooming
Zoom in on a date/time range by clicking and dragging in the main chart to define a new date/time range.When
you zoom in horizontally, the summary chart shows the zoomed-in time frame as a dark area in the context of
the currently selected view.You can zoom in multiple times. To return to the original view, double-click the main
chart or click the zoom out icon.

On a touchscreen device, use standard touchscreen actions to zoom.

Vertical zooming
Zoom in on a subset of data by clicking the desired starting point and dragging your mouse up or down to the
desired end point.You can zoom in multiple times. To return to the original view, double-click the main chart or
click the zoom out icon. On a touchscreen device, use standard touchscreen actions to zoom.

Creating a trendlog

TASK
1. From a data display, right-click the point you want to log.
2. From the context menu, select DataViewer and then click Add Trendlog.
3. Accept or change the default trendlog configuration settings. The trendlog handler and trendlog
instance are generated and assigned automatically when you save the trendlog.

Create Trendlog dialog box

Create and configure a new trendlog.

Field Description

Log Description The text that appears in lists of trendlogs.

Use a consistent naming convention for all
trendlogs.

Run Trendlogs Indefinitely Clear this check box to select a time frame
for the trendlog. Clear it to enter start and
end times for the trendlog.

Trend Interval The number of seconds between samples. If

the monitored point is not on the host
device, then the minimum interval is 5
seconds. If the monitored point is on the
host device, then the minimum interval is 1.

Notification Threshold The number of samples to collect before

notifying the trendlog handler.

Buffer Size The amount of disc space to set aside for this
trendlog.

Display Settings — Units The text that appears after the value
(degrees, watts, or hours, for example).

Display Settings — Decimal Places The number of digits shown after the
decimal point.

Host Information (read only) The device where the trendlog data will be
stored, the device that will route trendlog
notifications, and the trendlog instance
assigned by Compass.

Archive Settings — Auto Archive Period Sets how often trendlog data is archived.

Archive Settings — Replace previously Replaces (in the case of csv files) or appends
archived logs from the same period (in the case of mdb files) the data from the
same time period.

Archive Settings — Remove all but the most Purges old data and defines how many
recent x periods from the log when periods to retain.
archiving

Archive Settings — Archive all entries in log Archives all data in the database, not just
when archiving data from the period selected in Archive
period.

Archive Settings — Archive formats Sets the format of the archive file. You can
select both formats.

Field Description

Database Settings — Samples The maximum number of samples to store

in the database. The oldest samples will be
deleted as new samples are added.

Database Settings — Compress database Stores only samples that are different from
samples the previous sample. This helps minimize
the size of the database. Samples gathered
before this feature is activated will be
unaffected.

Viewing trendlog configuration

TASK
1. From a data display, right-click the point you want to log.
2. On the context menu, select DataViewerand then click Edit Trendlog.

Editing a trendlog

TASK
1. From a data display, right-click the point you want to log.
2. On the context menu, select DataViewerand then click Edit Trendlog.

Edit Trendlog dialog box

Descriptions of the fields on the Edit Trendlog dialog box.

Field Description

Log Description The text that appears in lists of trendlogs.

Use a consistent naming convention for all
trendlogs.

Run Trendlogs Indefinitely Clear this check box to select a time frame
for the trendlog. Clear it to enter start and
end times for the trendlog.

Trend Interval The number of seconds between samples. If

the monitored point and the is not on the
host device, then the minimum interval is 5
seconds. If the monitored point is on the
host device, then the minimum interval is 1.