Brightlayer Software Suite

3D Client User Guide

Release 7.0.0

May 2023
Version 1
Eaton
Proprietary and Confidential

www.Eaton.com/VCOM
LEGAL NOTICE
Copyright © 1999–2023. Eaton All rights reserved. The contents of this document constitute valuable proprietary and
confidential property of Eaton and are provided subject to specific obligations of confidentiality set forth in one or more
binding legal agreements. Any use of this material is limited strictly to the uses specifically authorized in the applicable
license agreement(s) pursuant to which such material has been furnished. Any use or disclosure of all or any part of this
material not specifically authorized in writing by Eaton is strictly prohibited.

2 Contents
Contact Support
For your convenience, Eaton provides one site where you can access the information that you need for
our DCIM products. You can access the resources listed below by going to
https://eatonexperience.force.com/login.

• Online and telephone contact information for technical assistance and customer services
• Product and documentation downloads
• Other helpful resources appropriate for your product

3 Contents
Contents
Contents .......................................................................................................................................................... 4
1. Introduction ................................................................................................................................................ 8
1.1. 3D Application Overview....................................................................................................................... 8
2. Client versus Web ....................................................................................................................................... 9
3. 3D Client Interface .................................................................................................................................... 10
3.1. How to Access the Client Interface ..................................................................................................... 10
3.2. Login to the Client Application ............................................................................................................ 10
3.3. Login Profiles ....................................................................................................................................... 10
3.4. Login to Incorrect URL Error Message................................................................................................. 11
3.5. Running the Client in a Citrix Environment ......................................................................................... 11
3.6. Manage Proxy Settings........................................................................................................................ 14
3.7. Login to a Profile ................................................................................................................................. 14
3.8. License Quota Control......................................................................................................................... 15
4. Home Page ................................................................................................................................................ 16
4.1. Navigation Tree ................................................................................................................................... 16
4.2. Data Charts and Dashboards............................................................................................................... 16
4.3. Ribbon Menu Icons ............................................................................................................................. 17
5. Search for a Device.................................................................................................................................... 19
5.1. To perform a standard search, follow these steps:............................................................................. 19
5.2. To perform an advanced search, follow these steps: ......................................................................... 19
5.3. Search for a Cable ............................................................................................................................... 20
6. Floor Plans ................................................................................................................................................. 21
6.1. Access Floor Plans ............................................................................................................................... 21
6.2. Floor Plan Basics.................................................................................................................................. 21
6.2.1. Mode Menu ................................................................................................................................... 21
6.2.2. Save and Pin Icons ......................................................................................................................... 21
6.2.3. Ribbon Menu and Ribbon Bar ....................................................................................................... 21
6.3. Application Tabs and Ribbon Bar ........................................................................................................ 23
6.3.1. Explore Tab .................................................................................................................................... 23
6.3.2. Edit Tab .......................................................................................................................................... 24
6.3.3. Data Tab ........................................................................................................................................ 25
6.3.4. Rack Tab ........................................................................................................................................ 26
6.3.5. Services Tab ................................................................................................................................... 26
4 Contents
 6.3.6. Help Tab......................................................................................................................................... 27
6.4. Left Side Tabs ...................................................................................................................................... 27
6.4.1. Devices Tab.................................................................................................................................... 27
6.4.2. Model Tab...................................................................................................................................... 28
6.4.3. Cables Tab ..................................................................................................................................... 29
6.5. Right Side Device Data Tabs ................................................................................................................ 29
6.5.1. Layer Tab ....................................................................................................................................... 29
6.5.2. Graphs Tab .................................................................................................................................... 29
6.5.3. Attributes Tab ................................................................................................................................ 29
6.5.4. Alarms Tab ..................................................................................................................................... 30
6.5.5. File Depot Tab................................................................................................................................ 30
7. Floor Plan Editing Tasks ............................................................................................................................. 31
7.1. Enter Floor Plan Edit Mode ................................................................................................................. 31
7.2. Navigation Shortcut Keys .................................................................................................................... 31
7.3. Place Devices on the Floor .................................................................................................................. 31
7.4. Place Cable/Fiber Trays on the Floor .................................................................................................. 32
7.5. Tap Box Snap-To Power Bus Bar ......................................................................................................... 32
7.6. Connect Cable Tray Components ........................................................................................................ 33
7.7. Move Devices ...................................................................................................................................... 33
7.8. Move Multiple Devices at the Same Time .......................................................................................... 33
7.9. Delete and Save Devices ..................................................................................................................... 34
7.10. Clone Devices .................................................................................................................................... 34
8. Rack Builder............................................................................................................................................... 35
8.1. Rack Builder Components ................................................................................................................... 35
8.2. How Devices Are Assigned to a Rack .................................................................................................. 35
8.2.1. Assign Devices Already Defined in Device Manager...................................................................... 35
8.2.2. Creating New Devices .................................................................................................................... 36
8.3. Reposition/Re-State Rack Devices ...................................................................................................... 36
8.3.1. Manual Moving.............................................................................................................................. 36
8.3.2. Re-State Rack Devices ................................................................................................................... 37
8.3.3. Cancel Reservation ........................................................................................................................ 37
8.3.4. Decommissioning a Device ............................................................................................................ 37
8.3.5. Planning a Decommission.............................................................................................................. 37
8.3.6. Decommission a Planned Decommissioned Asset ........................................................................ 38
8.3.7. Cancel a Decommissioning ............................................................................................................ 38
5 Contents
 8.4. Remove Devices from Racks ............................................................................................................... 38
8.5. Add Non-Rackmount Devices.............................................................................................................. 38
8.6. View a Rack Summary ......................................................................................................................... 38
8.7. Move Device Tool................................................................................................................................ 39
8.8. Place Components into Enclosures ..................................................................................................... 39
8.9. Device Collision Management............................................................................................................. 39
9. Alarm System ............................................................................................................................................ 41
9.1. Alarms Overview ................................................................................................................................. 41
9.2. Active Alarm Panel .............................................................................................................................. 41
9.2.1. Filter Options ................................................................................................................................. 41
9.2.2. Acknowledge Alarms ..................................................................................................................... 42
9.2.3. Clear Alarms .................................................................................................................................. 42
9.2.4. View Detailed Alarm Information .................................................................................................. 42
9.3. View Alarm History ............................................................................................................................. 42
9.4. Export Data to an Excel Spreadsheet .................................................................................................. 43
10. Device Central ......................................................................................................................................... 44
10.1. Summary Tab .................................................................................................................................... 44
10.2. Alarms ............................................................................................................................................... 44
10.2.1. Acknowledging Alarm Condition ................................................................................................. 45
10.2.2. Export Alarms .............................................................................................................................. 45
10.3. Associated Devices ............................................................................................................................ 45
10.3.1. Creating a Device Association List ............................................................................................... 46
11. Device Action Keys .................................................................................................................................. 47
11.1. Apply the Impact Analysis Filter........................................................................................................ 47
11.2. Apply the Power Path Filter .............................................................................................................. 47
11.3. Apply the Network Path Filter........................................................................................................... 47
12. CAD Tool .................................................................................................................................................. 49
13. Profile Builder.......................................................................................................................................... 50
13.1. Create New Model Profile................................................................................................................. 50
13.2. Delete a Model Profile ...................................................................................................................... 50
14. Services Module ...................................................................................................................................... 51
15. Capacity Planner...................................................................................................................................... 52
16. File Depot ................................................................................................................................................ 53
16.1. Create Folders ................................................................................................................................... 53
16.2. Upload Files ....................................................................................................................................... 53
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 16.3. Rename Folders and Files ................................................................................................................. 53
16.4. Delete Folders and Files .................................................................................................................... 53
17. Uninstall .................................................................................................................................................. 55

7 Contents
1. Introduction
1.1. 3D Application Overview
The 3D Client User Guide provides detailed instructions for implementing and maintaining the
application.

The 3D application portal is accessible for all Brightlayer Software Suite products with
appropriate licenses.

The 3D application portal lets you access a wide array of data information from several disparate sources
in one consolidated interface. The power of this aggregation is the simplicity it provides to operators to
monitor and control both Facilities and IT devices in the data center environment. Since the application is
vendor-neutral, any device can be included in the interface and monitoring capabilities.

The 3D application provides the following features for data center operators:

• 3D Visual Navigation and Information to multiple floor plans

• Navigation to Main Data Center floor plans or Remote IT closets
• Real-time data metrics related to any device in the system
• Historical trend analysis for metrics defined for devices
• Integrated File Depot for document aggregation and manage8ment. This feature provides a single
location for all data center related As Built drawings, Vendor Contract, Support Agreements,
Photos, Policies and Procedures related to your environment.
• Administrators can assign new devices to floor plans and customize the images and menu links
associated with them.
• Full featured Rack Builder. This feature permits administrators to create online graphical
representations of their rack layouts. Key information related to devices and racks can then be
viewed individually or at the rack level to understand the Weight, Power, and physical
characteristics of that rack.

8 Introduction
2. Client versus Web
The application provides two interfaces for the user to access with each providing some different
functions. In many cases, the features overlap. The 3D client provides a 3D display of the floors anddevices.

• Location Studio – Build and configure the navigation tree for all locations managed by the
application. Create floor plans for assigning devices. 3D Client links to Web Interface.
• Device placement – Assign, remove, and relocate devices on floor plans. Available in both
3D Client and Web Interface.
• Device Data Viewing – View all data related to a device, including alarms, graphs, trend
charts, service events, port mappings, file depot, and more. Available in both 3D Client and
Web Interface.
• Alarms – View all alarm information for locations and devices. Available in both 3D Client
and Web Interface.
• Site Summary Data – View summary data related to sites for energy consumption and
energy costs based on device performance of devices at that location.
• Port Mapping – Define network and power relationships between devices. 3D Client links
to Web Interface.
• Project Wizard – Create work order-based device actions and assign tasks to users of the
application. 3D Client links to Web Interface.
• Network and Power Paths – Create a one-line summary of the network, a power tree of a
facility,or both. This feature allows logical and physical definitions.
• Capacity Planner – Analyze key capacity metrics related to locations and devices. This tool
allows for What-If comparisons of actual and modeled device scenarios. 3D Client links to
Web Interface.
• Root Cause | Impact Analysis – Analyzes the port connections to determine impacts and
dependencies for devices connected on the power and network paths. 3D Client links to
Web Interface.
• Data Control – Manual change of data values or scheduled calendar changes to be
automatically changed based on a user-defined calendar for changes.
• Reports – View all reports related to device performance and application information. 3D
Client links to Web Interface.
• Services – View and manage calendar events and warranty data for all devices in the
system. 3D Client links to Web Interface.

9 Introduction
3. 3D Client Interface
3.1. How to Access the Client Interface
The application client package is installed on the client’s computer system. The package provides
application files to use for accessing an instance. The following are three ways to access the client
interface from a computer on which the application is installed:

• Start Menu – Let you run the program from the Start Menu.
• Desktop Icon – Let you run the 3D client by double-clicking this icon. During the client installation
process, a desktop icon is added to the user’s desktop.
• File Manger – Let you run the .exe file, which is installed to the following location by default (the
final folder will have a version number of the installation package). Note that installers can install
this package to a different folder during the installation process.

3.2. Login to the Client Application

The login credentials for the 3D Client are the same as those defined for the web interface.

• Username/Password - use the same combination as used for the web interface
• Language - select from supported languages
• Open Maximized checkbox - when checked the application will open full screen
• Remember my settings checkbox - when checked the username is retained

3.3. Login Profiles

The application lets you create multiple access profiles. This feature lets you access multiple instances
from your client using a single version of the client software. If one or more instances are of different
versions, you will need to have a different client for each. All clients will access the same Settings file,
10 3D Client Interface
so maintaining separate Settings files is unnecessary.

When the client installation is complete, you are prompted to create the default access profile. The
profile consists of the URL used to access the interface in the web browser. If new profiles need to be
added to the client, you can create them by accessing the Settings application from the Windows
Program menu.

When this program is opened, you can click the New button to define a new profile for the client. Enter
the URL to be used to access the new instance. The new profile is added to the profile list.

If multiple profiles exist on the client, you can select the profile that you want to use to connect when
you open the application. If the client can establish a connection to the selected server instance, the
login page appears to let you connect to the system.

3.4. Login to Incorrect URL Error Message

When user's login with the incorrect URL, an error message window will indicate that the URL is not
correct, and the correct URL is provided.

Incorrect URLs include:

• Any URL other than the one designated during installation

• The IP address
• A URL that resolves to the IP address but was not the URL designated during installation

3.5. Running the Client in a Citrix Environment

In a Citrix environment the user does not have a personal folder to retain the 3D client settings. This can
be resolved by adding login information to the application string in the desktop shortcut. You will need
the following information:

• URL including the http:// or https://

• Your application username
• The encrypted password for that application username

The steps below will walk you through getting the necessary information and imbedding it in a 3D client
shortcut for future use.

1. Open a notepad document so you can paste the information strings for use in the final step.
2. Add URL to the notepad document including the http:// or https:// with final slash and your
username
http://applicationURL.company/username
3. In a Windows Explorer window, navigate to the application 7.x folder.

11 3D Client Interface
4. Locate the Call 3D.exe tool and double click to run

a. Input your password

b. Click the Encrypt button
c. Click Copy button to copy the Encrypted text to the clipboard
d. Paste the Encrypted password text to the notepad file

5. Create a desktop shortcut for the Application.exe file.

a. Right click on Application.exe and select Send to Desktop (create shortcut). This createsa
shortcut on the desktop named Application.exe.

12 3D Client Interface
6. In the notepad file construct the information string that will be pasted into the shortcut and
Copy.

The syntax is: -H URL -u USERNAME -p ENCRYPTEDPASSWORD

7. Right Click the Application.exe shortcut on your desktop.

a. In the Target field, after the quote at the end of the path add a space and paste the
information string from your notepad file.
b. Click OK to save the change.
13 3D Client Interface
 8. Double Click the desktop shortcut and the 3D Client should launch and automatically
connect tothe URL and login.

3.6. Manage Proxy Settings

The application has a built-in SSH Proxy component that lets you connect to the instance from a remote
location (only if connection to the server through SSH is granted). This setup is configured through the
Settings page. The port tunneling service performed through the 3D application remains connected
during the duration of your session.

Note: You can access the 2D session of a server connected through SSH only if the 3D application is
running and a connection is established.

Follow these steps:

1. Add the following line to your C:\Windows\System32\drivers\etc\hosts file:
127.0.0.1 SERVER_URL
Save and Close the hosts file after this edit has been made.
2. Open the Settings application.
For new installations, the settings window is automatically opened by the application when the
installation of the server is completed.
To add a profile or modify an existing profile after the initial installation of the application, follow
these steps:
a. Locate the application folder in the Start menu.
b. Select the Settings application within the directory.
c. Click New to create a new profile or double click an existing profile to edit its properties.
3. Select the SSH Proxy check box.
4. Specify values in the SSH Proxy input fields.
a. Server IP - Specifies the IP address of the server that you are trying to SSH into.
b. Port - Indicates port 22 unless you specify a different value.
c. Username - The username should be a user with access to the server such as root.
d. Password - Enter the root password.
Note: When the configuration is confirmed, and the user runs the 3D Client and connects
to the application server they will use their regular username and password. Their access
to data on the application server will be controlled by the user access rights configured by
the administrator of the application server.
e. Description - Entering a description is optional.
5. Click Submit. The server tests the proxy settings.
6. Do one of the following:
a. If the connection is accepted, close the settings window.
b. If connection is refused, verify that settings are correct and resubmit the proxy settings.
Note: The session attempt will timeout if an incorrect user and password combination is
supplied for the connection.

3.7. Login to a Profile

After creating an SSH Proxy connection in Settings, you can log in to that profile through the Profile
window.

14 3D Client Interface
Follow these steps:
1. Open the application.
2. Select the Server Host profile.
3. Click Verify.
a. If all five ports pass, continue to the next step.
b. If one of the five ports fail, go to the Settings window, and verify SSH Proxy settings forthe
problematic Server Host profile.
4. Click OK to close the verification window.
5. Click OK to activate the selected Server Host profile.

3.8. License Quota Control

When logging into the 3D client, the application will check the system usage versus the license quotas
purchased by the customer. If an excessive number of licenses are used, access to the 3D client will be
blocked. Users will need to access the application in the web interface using an administrator account to
purge excessive quota items or purchase additional licenses to apply to the server. Once the quota check
complies, then standard login functionality is restored.

15 3D Client Interface
4. Home Page
The client interface is designed to open separate Windows for each function performed. This feature
lets you take advantage of multiple monitors or easily lay out the various functions on a large network
operations center screen. Each separate window function is defined further in this document, but this
section describes the Home Page layout and key functions.

4.1. Navigation Tree

Lists all locations to which the user has View access rights. There are two tabs Navigation and My Sites.

• Navigation Tab - displays the full navigation tree

o You can click the nodes of the tree to view summary data for each part of the location tree.
You can also double-click floor or area names to open the floor view of the location.
o The numbers under the node name represent the number of devices in that node and all
child nodes that match the five alarm conditions. Red indicates Critical alarms, Yellow
indicates Warning alarms, Blue indicates Unreachable alarms, Purple indicates Minor
alarms and Lite Blue indicates Information. Monitored devices that have not been assigned
a floor location are counted in the Unassigned Devices node (the last node in the tree).
• My Sites Tab - displays the list of pinned floor plans

4.2. Data Charts and Dashboards

• Shows dynamic system information and includes the main data area and several dashboards.
The user's options for the home page layout are remembered for the next login.
• Main Data - is the large area in the center of the screen and the display is controlled by the Main
Data icon in the Ribbon Menu. The options include Site Data, Alarms, Dashboards, Trend Charts,
Abstract Model and Detailed Model. Details for each option are listed below.
• BI Dashboard - is located under the main data area and displays utilization information. It can
16 Home Page
 be hidden by clicking the X in the upper right corner of the area. To show simply click on the BI
Dashboard button that appears when it is hidden.

• Other Dashboards - The dashboards located on the right side of the screen include Alarms,
Estimated Yearly CO2 Emission, PUE, Cooling and Tasks (current project assignments).
• These dashboards can be re-ordered by dragging and dropping where a green line appears.

• These dashboards can be hidden by clicking on the X in the upper right corner of the
dashboard. To show a hidden dashboard select it from the pull-down list at the top of the
column.

4.3. Ribbon Menu Icons

From left to right, these icons provide quick access to common functions from this main screen.
• Web Interface – Opens the web interface home page in a browser window.
• Location Studio – Opens the web interface navigation tree page related to managing and building
out the locations present in the navigation tree.
• CAD Tool - Opens the floor plan builder to create a floor plan using a 3D CAD image.
• Profile Builder – Lets you create custom device templates.
• Services – Opens the web interface with the Maintenance Menu Group selected and displays the
maintenance calendar.
• Calendar – Opens the web interface Calendar page listing all system events.
• Port Mapping – Opens the web interface port mapping page.
• Projects – Opens the web interface Workflow projects page.
• Capacity Planner – Opens the web interface capacity plans page.
• Reports – Opens the web interface data analysis reports page.
• Main Data – Lets you select the data that will be displayed in largest and Main window of the home
page. The options with their descriptions are listed below. The selected option is remembered and
will be displayed when the user logs in.
17 Home Page
 o Site Data – The Site Data panel includes the Location Power, Cooling, Space information.
This data here is similar to the PUE Summary.
o Alarms – Displays the active alarms for devices in the selected node of the navigation tree.
This list is updated every 30 seconds.
▪ Checkboxes allow user to specify which alarms are visible.
▪ The alarm shows the Trigger which caused the alarm.
▪ Details shows the attribute values and trigger rules which caused the alarm

o Abstract Model/Detailed Model – When a floor node is selected in the navigation tree
these options toggle between abstract and detailed floor views.
• Search icon – Lets you search Devices, Cables, and Associated Devices.
o Devices – Lets you search for a device.
o Cables – Opens web interface search page.
o Associated Devices – Lets you view and create device associations.
• Log – Provides access to the system log file. Note that this icon is available only for users that
belong to the administrators.
• Current Users – Lets admin users view current users logged into the application and terminate
sessions as needed.
• Help – Provides information for submitting a Model Request, accesses the User Guide and links to
the Support Portal.
• Logout – Lets you log out and terminate the current session.

18 Home Page
5. Search for a Device
You can search for a device within the instance’s device inventory by selecting the Search icon from the
home page ribbon menu and selecting Devices from the drop-down list.

Two different searches can be performed:

• Standard search - Lets you search all devices based on the specified device name.
• Advanced search - Lets you apply various filters to search criteria.

The advanced search gives you more control over the search criteria. You can view previous searches
that have been completed by selecting the time clock icon in the top right corner of the Search window.
You can also save searches and review them at any time.

The advanced search lets you perform multiple searches. To open a new search, you select the plus icon.
The following filters can be applied to the advanced search:
Filter Description
Type This value is from the Device Properties.
Manufacturer This value is from the Device Properties.
Product Line This value is from the Device Properties.
Model This value is from the Device Properties.
Device Group This value is from the Device Properties.
Asset Tag This value is from the Device Attribute named Asset Tag.
Serial Number This value is from the Device Attribute named Serial Number.
Software This value is the Device Application from both CMDB and the custom definition.
Create Time This value is from the Device Attribute named Create Date.
Status This value is the Assigned/Unassigned status of the device.
Probe This value is the Active/Inactive status of the monitoring device.
IP Address This value is from the Monitor tab on the device if the device is set to monitor. If the device is set to
static, this value is populated from the IP Address attribute for the device.

5.1. To perform a standard search, follow these steps:

1. Type the device name in the Device text box.
2. To apply a wildcard filter, use the '%' symbol before the letters.
3. Click the Search icon to apply the filter.

5.2. To perform an advanced search, follow these steps:

1. Type the device name in the Device text box. To apply more filter options to the search, select the
funnel icon in the top right corner of the Search window.
2. Click Search to apply the filter.
3. Click Save. The search is saved.

A Search is performed, and qualified devices are listed in a table. The columns, starting from the left side
of the table, are defined as follows:

• Device View – View of the device. Click the icon to open Floor plan’s Explore Tab.
• Device Status – Status of the device (Available, Operational, Planned, Reserved,Decommissioned)
• Device Central – Device's Device Central. Click the icon to open that device's Device Central.
• Device Information – Device attributes. Click the icon to open the device information and modify
19 Search for a Device
 its attributes.
• Name – Device Name
• Type – Device Type
• Model – Device Model

You can export the search results to an Excel file by selecting the Export button located on the bottom of
the Search window.

5.3. Search for a Cable

You can search for a Cable within the instance by selecting the Search icon from the home page ribbon
menu and selecting Cable from the drop-down list. This opens the web interface search function where
you can search for cables, attributes, and devices.

20 Search for a Device

6. Floor Plans
The floor plan view in the client application is where you can access and view most of the device and site
data. This section covers all the functions and features related to the floor plan view in the client
application.

6.1. Access Floor Plans

To open a floor plan view in the client, go to the navigation tree on the main page of the client
application.
• Double-click the floor name in the navigation tree to open the floor view in a new
window.
• If Main Data is set to Abstract Model and you see the building displayed, you can
Double-clickthe floor on the building to open the floor view in a new window.
• If you double click an area on the navigation tree, just that area and its devices will be
visible in anew window. From there you can use the Up One Level button to view the
whole floor.

6.2. Floor Plan Basics

The floor plan window provides many features. They are arranged for easy access to a variety of data
points from this single screen.

6.2.1. Mode Menu

Select by clicking on the drop-down Mode Menu next to the application logo on the upper left. The
menu displays the current mode.

Provides these options:

• View Only Mode – Provides a read-only view option of the current floor plan. By default, any
time a floor is opened, it is in View Only Mode.
• Edit Mode – Lets you assign, move, and delete devices on the floor plan. Only users with
rights to Edit Mode can access this menu item and make changes to the location. This right is
controlled at the User Group privilege level.
• Close – Closes the floor plan window.

6.2.2. Save and Pin Icons

• The save icon saves changes to the floor plan.
• The pin icon saves the current floor plan to My Sites tab in the navigation tree.

6.2.3. Ribbon Menu and Ribbon Bar

Quickly access information related to the view and perform functions on devices. Each menu option is
defined further in this section.

6.2.3.1. Left Side Device Tabs in Edit Mode

21 Uninstall
View devices in the application.

• Devices – By default lists all devices in the Current Location. Using radio buttons, you can switch
to All and Available devices when in Edit Mode.
o Search – Search for device Name, Type, Model, U-Pos, asset tag, Serial Number, and IP
address from devices in the Current Location by default. When in Edit Mode it will search
All, Available, or Current Location devices based on radio button selected.
o Add Criteria – Adds search fields for Type, Manufacturer, Product Line, Model, IP
Address, Asset Tag, Serial Number, and Life Cycle attributes. The system will find the
device where the attribute contains the text entered in the box.
• Model – Select Model radio button to show list of models. Select Model Profile radio button to
show list of defined Model Profiles which have been created using the Model Profile tool. (Not
available in View Only Mode)
o Search and Add Criteria behave as noted above against the list of models in the system.
Note: Users can drag and drop available devices, models, and model profiles to the floor.
When you drag a model or model profile the system will prompt you to name the newly
created device, select Group, Life Cycle, and quantity.
• Cables – List the cables for the current location and allows the list to be exported with the Export
button. To view selected Cables, go to the Cables Show/Hide icon and toggle on Cables.

6.2.3.2. Right Side Device Data Tabs

Quickly access information related to the current view.

• Layer – Jumps to the 2D web interface – Floor view page.

• Graphs – Opens the selected device's Graphs page in a web browser.
• Attributes – Displays list of monitored datapoints, value, unit, and trend charts available for the
selected device.
• Alarms – Displays the alarm panel, which shows the active alarms set for the current view.
• File Depot – If no device is select on the floor plan the File Depot tab is displayed and shows a
list of files that you can open, based on the currently selected view.

6.2.3.3. Main Window

Displays all devices currently assigned to the floor plan. Alarm indicators show the alarm state of each
device.
Alarm LED - Click the LED on the device and the Alarm panel shows Trigger name instead of Monitor
Attribute. Detail is the attribute value and trigger rules.

22 Uninstall
6.2.3.4. Right-Click Device Option
Right-clicking a device to presents device-specific options. Different options are made available
depending on which device type is selected.

6.3. Application Tabs and Ribbon Bar

The tabs along the top provide maximum functionality on the floor plan page while keeping the key
features organized for ease of use. The following sections cover each of the tabs and their features in the
ribbon bar.

6.3.1. Explore Tab

The Explore tab lets you move around the screen, navigate location levels, and show or hide information
on the screen.

• Refresh – Updates the 3D application with the current instance. Refresh is only available when
in View Only mode. To refresh the screen when in Edit mode, select View Only mode.
• Reset – Resets the view of the current floor plan to the default when the view is originally
opened.
• Zoom In/Out – Zooms in and out on the current floor plan.
• Other Camera Control Buttons (arrows) – Let you move, pan, rotate, and tilt the floor plan for
better viewing.
• Go Back/Go Forward – Return to the previous view. For example, if you go from floor plan to a
rack view, the Go Back button returns you to the floor plan view.
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 • Up One Level – Moves up the navigation tree one level from the current view. The levels are
Device, Rack, Floor, and Building.
• Generate Humidity/Temperature – Displays the thermographic images for associated humidity
and temperature points in the current floor plan view and toggles the display.
• Show/Hide Functions – check boxes to toggle viewing of various elements on the floor are now
grouped under five icons: General, Device Status, Racks, Devices and Cables
o General – Toggles the display of the Floor, Room Name and Walls.
o Device Status – Toggles the display of:
▪ Life Cycle - Displays the lifecycle of devices in the floor plan view. A legend is
displayed which defines the colors of the devices.
▪ Showing LEDs for Critical, Warning, Unreachable, Minor, Information and
Normal Alarms. This control is helpful when you would prefer to see only
Warning, Critical, and Unreachable LEDs on the floor plan.
o Racks – Toggles the display of:
▪ Rack Capacity - Displays LEDs based on rack capacity components: weight,
amps, kW, U space.
▪ Rack Category – Displays the colors assigned to the racks based on the Rack
Category attribute of the rack. Note, the options for Rack Category can be
managed using the Attributes Manager tool in the web interface.
o Devices – Toggles the display of the following device types: Chiller, Fire Suppression,
Power Bus, Furniture and Sensor Flag.
▪ Power Bus - Displays the power bus bar and associated tap boxes if checked.
▪ Sensor Flag - Displays an icon where sensors are placed so users can more
easily see sensor placement on large floor plans.
o Cables – Toggles the display of:
▪ Cables – Displays cables selected in the right-side Cables tab.
▪ Cable Trays – Displays the cable tray that is above or below the racks. If cables
are being displayed, clearing the cable trays check box hides the cables.
▪ Fiber Channel - Displays the fiber channel components.
o Layer Functions
▪ Not Filtered/Filtered – Icon changes indicating if there is a filter applied or not.
Tool allows you filter devices on the floor based on listed filter criteria.

6.3.2. Edit Tab

The Edit tab provides functions for organizing devices on the floor. Most of these functions are available
only when you are in Edit Mode. You must have rights assigned to your User Group to be able to enter
Edit Mode.

• Save – Saves changes made to the floor plan. Note that changes to device locations, and so on
are not committed to the floor plan until the Save button is clicked.
• Remove – Removes the selected device from the floor plan. This action removes the device
from the floor plan. It does not delete the device from the database.
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 • Undo/Redo – Erases previous action items or re-generates the action items that you created.
• Hot/Cold Containment – Lets you create a see-through container room that can be placed over
racks. Click the icon and then drag the cursor on the floor plan to create the containment
device. Once you have established the container, a pop up lets you define the name and the
dimensionsof the container. Once created you will see the container in the device list, and you
can move it around. Note, you may right click and select Modify to update the properties of
the container device. If changes are made to the dimensions, then you will need to close and
reopen the floor plan to view the updated device dimensions.
• Align functions – Lets you align multiple devices with each other. Select the devices by pressing
the Ctrl key and clicking several devices. This action aligns the chosen side of the devices. The
reference for the alignment is the chosen side of the first device selected. So, the movement of
the devices is based on the first device selected.
• Join functions – Lets you join multiple devices side by side. This feature is very helpful for
placing multiple racks in a row on the floor plan. The first device selected in the series of
devices is the reference for joining devices. All devices move and attach to the first device. The
second device selected attaches directly to the first device, the third device attaches to the
second device, and so on. All devices automatically rotate in the join function so that all
devices face the same direction.
Note: When the Join function is selected, you can add space between the devices by entering
the distance of space required.
• Rotate functions – Lets you rotate the device based on the option selected. CW refers to
clockwise, and CCW refers to counterclockwise.
• Move Device functions – Lets you move the device in the direction selected. The device moves
relative to the direction it is facing.

6.3.3. Data Tab

The Data tab provides easy access to the variety of data available in the application.

• General Functions
o Summary – Provides key information related to the currently selected floor plan.
o Properties – Displays the device attributes of the currently selected device.
o Links – Displays the list of links configured for the currently selected device. These linkscan
be URLs or documents.
o Device Central – Displays everything that is pertinent—name plate data, port mapping,
trend charts, alarms—to a selected device.
• Alarm Panel – Displays the Alarm Panel at the chosen level of navigation. You can view the
alarms for the current device, floor, or building based on their selection.
• Graphs - Opens the selected device's Graphs page in a web browser.
• File Depot – Lets you see a list of files posted to the selected building or floor.
• Ports – Opens the port mapping module, which lets you map network and power relationships
between devices. You must select a device to open the port mapping module.
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6.3.4. Rack Tab
The rack tab is enabled only when you view a rack on the screen. The menu provides key functions that
let you build racks easily. It is available only when you select Edit Mode.

• Shelf – Lets you easily add a shelf to the rack. Clicking a spot in the rack highlights that location
in green. Clicking the shelf button inserts a shelf into the rack at the chosen location.
• Blanking Panel - Lets you easily add a blanking panel to the rack. Clicking a spot in the rack
highlights that location in green. Clicking the blanking panel button selects the size of the panel.
A blanking panel is inserted into the rack at the chosen location.
• Patch Panel - Lets you easily add a generic patch panel to the rack. Clicking a spot in the rack
highlights that location in green. Clicking the patch panel button selects the size of the patch
panel. A generic patch panel is inserted into the rack at the chosen location.
• Cable Manager - Lets you easily add a cable manager to the rack. Clicking a spot in the rack
highlights that location in green. Clicking the cable manager button selects the size of the cable
manager. A generic cable manager is inserted into the rack at the chosen location.
• Move Up/Down – Lets you easily move a selected device in the rack up or down 1 or 0.1 U
positions. Each U position is divided into three, which corresponds to most rack manufacturer
screw hole locations.
• Move to New Rack – Lets you easily move a device from the current rack to a different rack
location.
• Cut/Paste Device – Lets you cut the device form the current rack location and paste it into a
different rack location.
• Remove Device – Removes the selected device from the current rack. Note this action does not
delete the device from the database.
• Rotate Left/Right – Lets you rotate a device left or right to display correctly in the rack. This
option is available only for devices that do not have a U size attribute defined. A good example
of using this option is for a desktop computer sitting on the shelf in a rack.
• Print – Lets you print a PDF of the front and rear image of a selected rack. A list of the devices
within the rack are listed below the images. Multiple racks may be selected using the Ctrl key
and mouse clicks. If Print is selected with multiple racks selected, then all racks and devices will
be printed to the PDF document.
• Hide/Show Enclosure – Lets you toggle the view of the rack with or without the enclosure. This
action is helpful for instances when a sensor or other device is mounted to the outside of the
rack.

6.3.5. Services Tab

The Services tab lets you track advanced asset management features for the devices. This tracking
includes service event, product maintenance, warranty tracking, and more. Specific details for the
Services module are covered later in this document. These icons let you view data configured in the

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main Services module.

• Work History – Lets you view the work logs for the selected device.

6.3.6. Help Tab

The Help tab provides easy access to key support topics and tools.

• Keyboard Shortcuts – Displays a list of keyboard shortcuts that can be used to navigate within
the application.
• Support Portal – Opens a browser window and displays the login to the Support portal.
• Help – Opens a browser window and displays Eaton’s privacy, cookies, and data protection
rules.
• Model Request – Pop up a window to guide users on how to request new models.

6.4. Left Side Tabs

The left side tabs let you view existing devices and cables and create devices to place on the floor plan.

6.4.1. Devices Tab

Allows you to search for existing devices.

• All – Searches through all devices.

• Available – Searches only the available devices.
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 • Current Location – Searches only the devices in the currently selected location.
• Search – The search will check if the text entered in the search field is contained in device name,
asset tag, serial number, and IP address.
• Add Criteria – Adds search fields for Type, Manufacturer, Product Line, Model, IP Address, Asset
Tag, Serial Number, and Life Cycle attributes. The system will find the device where the attribute
contains the text entered in the box.
• Note: Search fields are cumulative, a device must match all the conditions specified to appearon
the list.
• You can drag and drop the devices from the list directly onto the floor plan or rack to assign
devices to the floor plan.
• The system has 9 device modes represented as icons in the first column of the device table.

o Available – The asset is available and is not currently placed on a floor plan.
o Procurement – Refers to a device which are planned to be added in the data center. This
device does not currently exist yet in the list available to the user to place on the floor
plan.
o Reserved Procurement – A procured asset that has a work order created stating the device
is to be placed and is awaiting work order completion. The RU that the device is to occupy
has a gold blanking panel in its place signaling the reservation. All ports associated with the
asset are also reserved with a gold plate covering their network portor power port.
o Reserved Available – An asset that is currently created and in the inventory list but is being
used in a work order and to be installed in a rack.
o Reserved Move – This is a shallow copy of the device that is selected for a move through a
work order. This copy will remain in the RU rack position until the work order is completed.
Once completed the shallow copy will be removed and the original device will take its
place.
o Operational – The asset is currently residing on the floor plan.
o Operational Moving – An asset that is residing in an RU that has been referred in a work
order as action type Move.
o Decommissioned – An asset that is being removed from the asset list. It differs from the
state of Available because it cannot be placed back on the floor plan.
o Plan Decommission – An Available/Operational asset that has been selected in a workorder
for decommission.

6.4.2. Model Tab

The Model tab is available only in Edit Mode for the floor plan.

• Model – Searches all the models in the master model database.

• Model Profile – Searches the list of Model Profiles which have been created using the ModelProfile
tool.
• Search – The search will check if the text entered in the search field is contained in the model
name.
• Add Criteria – Adds search fields for Type, Manufacturer, Product Line, and Model. The system will
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 find the model where the attribute contains the text entered in the box.
Note: Search fields are cumulative, a model must match all the conditions specified to appear on
the list.
• You can drag and drop the models from the list directly onto the floor plan or rack to create
devices and assign them to the floor plan.

6.4.3. Cables Tab

The Cables tab is available in both View Only Mode and Edit Mode for the floor plan. It lists the cables
for the current location.

• Show/Hide the various types of cables toggling the Power Cables, Network Cables, Fiber Cables,
and Storage Cables check boxes.
• Export – Click to run the Cable Report to a pdf file.
• To view selected Cables on the floor plan, go to Cables Show/Hide icon and toggle on Cables.

6.5. Right Side Device Data Tabs

The right-side tabs quickly access information related to the current view.

6.5.1. Layer Tab

Jumps to the 2D web interface – Floor view page. For details, please refer to the Web Interface User Guide.

6.5.2. Graphs Tab

Opens the selected device's Graphs page in a web browser.

6.5.3. Attributes Tab

Displays list of monitored datapoints, value, unit, and trend charts available for the selected device.

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6.5.4. Alarms Tab
Displays the alarm panel for all devices on the floor. If a specific device is selected, only alarm data for
that device is displayed in the alarm list.

• List of all alarm levels across the top.

• Trigger for the alarm is shown.
• Details at the bottom show attribute values and trigger rules which caused the alarm condition.

6.5.5. File Depot Tab

If no device is select on the floor plan the File Depot tab is displayed which shows a list of files that you
can open, based on the currently selected view.

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7. Floor Plan Editing Tasks
7.1. Enter Floor Plan Edit Mode
To perform floor plan editing tasks, you must enter the Floor Plan Edit mode as follows:

1. Click the drop-down Mode Menu in top left area of the window.
2. Select Edit mode.

7.2. Navigation Shortcut Keys

The following navigation shortcut keys are available in Floor Plan Edit mode:
• Zoom in – mouse wheel up
• Zoom out – mouse wheel down
• Move left – A, left arrow
• Move right – D, right arrow key
• Move backward – S, down arrow key
• Move forward – W, up arrow key
• Rotate clockwise – Q
• Rotate counterclockwise – E
• Tilt front – F
• Tilt rear – R
• Go back – Esc
• Generate thermal – F2
• Save – Ctrl + S
• Remove device – Ctrl + D
• Rotate clockwise 5 degrees – Ctrl + Q
• Rotate counterclockwise 5 degrees – Ctrl + E
• Rotate left – Ctrl + left arrow key
• Rotate right – Ctrl + right arrow key
• Show/hide rack frame – F3
• Smart interface – F12

7.3. Place Devices on the Floor

You can place one device on the floor or multiple devices on the floor at the same time. Available devices
are listed on the Devices tab on the left.

To place one device on the floor, follow these steps:

1. Find the device to place on the floor. You can search for the device by using the filter or by
manually putting the name in the Searchbar.
2. Click the device and drag it onto the floor. When the device is on the floor, you can move it to the
required location, as described in MoveDevices.

To place multiple devices on the floor at the same time, follow these steps:

Note: Multiple devices to be placed on the floor at the same time must be in sequential order in the
device list.
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 1. Select the first device to be placed on the floor from the device list.
2. Hold down the Shift key and select the last device to be placed on the floor.
3. Click the last device that you selected and drag it onto the floor while still holding down the
Shift key. If the device is mounted on a position which belongs to more than one area
(embedded areas),the area listed for the location of the device will be the smallest of the
embedded areas.

7.4. Place Cable/Fiber Trays on the Floor

You can place cable tray/fiber channel/power bus pieces on the floor. Available cable tray/fiber
channel/power bus items can be located on the Cable Tray tab on the left-hand side of the 3D floor plan.

To place a tray component on the floor, follow these steps:

Open Floor.
1. Change to Edit Mode.
2. Click on the Model Tab on the Left side of the screen.
3. Add criteria for Type filter and enter cable routing system, find the tray component to place on the
floor.
Note: If you want the wire baskets, just filter for basket.
4. Click the device to select and then click and drag it onto the floor.
Note: If component being placed on the floor is a Straight Section, you must define the length of
the straight piece.
5. Change to the Edit tab to see tools for editing the basket. Raise or lower the height of the tray
above or below the floor by selecting the Set Height icon in ribbon bar in the Edit tab.
Note: By default, the tray is placed 3.048 meters or 10 feet above the data center floor.

7.5. Tap Box Snap-To Power Bus Bar

On power bus bars, tap boxes can be placed with a snap-to feature. The tap box appears to snap into a
track along the bottom of the power bus bar.
1. Place a straight section generic power bus bar on the floor.
2. Place a tap box on the floor.
3. Select the tap box (it becomes orange) and move the virtual box outline of the tap box to the
power bus bar when the bar turns orange, the tap box snaps to the track and you can slide
Note: Multiple tap boxes can be placed at the same time when selected with the Control key
along the bar to the final position.

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7.6. Connect Cable Tray Components
You can connect multiple tray components to create a full cable tray system. To connect cable tray
components together, follow these steps:
1. Verify that both desired components are located on the same floor plan.
2. Locate the anchor point tray first by selecting the anchor tray's connecting side gray box.
The selected box turns green to indicate that it has been selected properly.
3. Select the second component's connecting side gray box. If the second component is
selected correctly, it connects to the anchor component.

7.7. Move Devices

To manipulate a device's position on the floor, click and drag the device to a location. More advanced
device movement controls are accessible through the Edit tab at the top of the Floor Plan Edit mode
ribbon bar.
• Rotate functions – Let you rotate the selected device based on the option selected. CW refers
to clockwise, and CCW refers to counterclockwise.
• Move Device functions – Let you move the selected device in the direction selected. Note that
the device moves relative to the direction in which it is facing. The solid green face on the
selected device is considered the front of the device.
• Align functions – Let you align multiple devices with each other. You select multiple devices by
using the Ctrl key and clicking several devices. The align functions then align the selected side
of the devices. The reference for the alignment is the chosen side of the final device selected.
So, all devices move based on the final device selected by the user. The green highlighted face
of the device is the front of the device.
• Join functions – Let you join multiple devices side by side. This function is helpful for placing
multiple racks in a row on the floor plan. The final device selected in the series of devices is the
reference for joining devices. All devices move and attach to the final device. The first device
selected attaches directly to the final device, the second device attaches to the first device,
and so on. All devices automatically rotate in the join function so that all devices face the same
direction.
o When the Join function is selected, you can add space between the devices by
entering the distance of space required in the information prompt.

7.8. Move Multiple Devices at the Same Time

You can select multiple devices from the Devices tab in Floor Plan edit mode.
Note: Devices must be in sequential order on the Devices tab to be placed on the floor plan
simultaneously.
To move multiple devices to the floor plan at the same time, follow these steps:
1. Select a device on the Devices tab by its name of type. Selecting its name opens its Device Central
page because the name itself is a hyper link.
2. Hold down the Shift key and select the last device to be place on the floor. All the other devices to
be placed as a group should be in between the first and last device selected.
3. Keep holding down the Shift key, select the last device you selected from the list, and drag it to the
floor plan. The last device selected, and all the other devices highlighted in the list are moved onto
the floor plan.
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7.9. Delete and Save Devices
Save and delete icons are located within the Edit tab in the Floor Plan ribbon bar.
To save a floor plan and update the database, do one of the following:
• Click the Save button on the ribbon bar.
• Click the save icon in the top left corner.
• Press CTRL + S
To delete a device placed on the floor, select the device, and click the trash can button. If you are removing
a device from a rack and ports are currently connected to that device, you are informed about the
connections.

7.10. Clone Devices

You can clone a device in two ways:
• On the 2D Web Interface Devices page
• In 3D on the floor plan

To clone devices while on the 3D floor plan, follow these steps:

1. Hold down the Ctrl key and select the devices to be cloned.
Note: When you clone racks, devices in or on the rack are not cloned. When selecting the last
device to be cloned, click, and do not release the mouse button.
2. Move the mouse to a vacant spot on the floor and release the mouse button. All the devices that
you selected are cloned and placed on the floor.

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8. Rack Builder
The application contains a sophisticated rack building interface that lets you create images of racks and
rack-mounted devices in the data center. Rack Builder also provides information about capacity and
actual attributes of the rack. You can access the rack view by double-clicking a rack in the floor plan
view. Note that U positions are determined based on the bottom edge of the device when it is placed in
the rack.

8.1. Rack Builder Components

The Rack Builder window provides information about the rack and devices within the rack. The Assigned
device list at the top left of the window shows a list of devices mounted in the rack. The Search window
provides a list of devices to mount onto the rack. The Rack Summary in the bottom left of the window
provides a total of key values for all devices mounted into the rack.
Note that each U position consists of three sub-U positions, which allow more granular mounting of
devices onto the rack. Devices can be mounted to the front, back, left, and right positions.

8.2. How Devices Are Assigned to a Rack

Once the Rack Builder module has been launched, you can mount devices into the rack to create images
of their actual racks in the data center and network closets. Two methods for mounting devices into the
rack with this module are defined in this guide. Both methods must be performed in Edit Mode for the
rack, not the View Only Mode.

8.2.1. Assign Devices Already Defined in Device Manager

If you have already defined a device in the Device Manager, search for the device and place it within the
appropriate U space in the rack.

Follow these steps:

1. Select the Search menu from the top right of the Rack Builder window.
2. Find the device that needs to be mounted to the rack by using one of these options:
a. Type a partial device name in the progressive search box and click the Search icon to the
right of the text box. A list of all devices that meet the criteria of the search is returned.
b. Use the filter icon to select the Type, Manufacturer, Product Line, or Model for a list of
target devices. You can also use the filter function to filter based on whether a device has
been assigned to a floor plan or is still available.
3. Select the device that needs to be assigned to the rack.
4. Drag the device name into the correct position on the rack.
a. An orange highlight indicates the final position for the device when the mouse button is
released. The U position is shown if you pause mouse movement while the device is over a
valid position on the rack.
b. If the device being placed has a state of Available or Procurement and the device is to be
reserved in its current RU continue to step 5. If the device being placed has a state of
Available or Procurement and the device is to be mounted there based on availability,
continue to step 8. If the asset is to be placed in the rack with no filter options, save the
floor plan and the device will have its status changed to “Operational.”
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 5. With devices that have a state of Available or Procurement, right click on the device image within
the rack and select the “Plan Installation” option to define the installation of the asset.
6. A popup window will appear displaying filter options: Power Available, Power Ports, Network
Ports, Storage Ports, and the last option which is not shown but automatically applied is Rack
Weight. Select the filter options that are to be applied to the installation of the asset. Select OK to
apply the filter.
7. If the device meets the filter requirements the device will now change states:
a. “Reserved” for a device with the status of “Available” and the device will get an “R” placed
on the device image front symbolically representing the reserved state.
b. “Reserved Procurement” for a device with a status of “Procurement” and the device will
get an “RP” placed on the device image front symbolically representing the reserved
procurement state.
8. With devices that have a state of Available or Procurement, right click on the device to be formally
mounted in the rack and select the “Move Device” option.
9. A popup window will appear displaying filter options: Power Available, Power Ports, Network
Ports, Storage Ports, and the last option which is not shown but automatically applied is Rack
Weight. Select the filter options that are to be applied to the installation of the asset. Select OK to
apply the filter.
10. If the device meets the filter requirements, the port connections and RU will be populated, and the
device state will change to “Operational.” If the device does not meet the filter requirements the
device will not be mounted.

8.2.2. Creating New Devices

Devices can be defined within the Rack Builder module.

Follow these steps:

1. Use the filter function in the device Search window to select the model of the new device to be
created.
a. Choose the appropriate options from the Type, Manufacturer, Product Line, and Model
drop-down boxes.
2. Click the Add icon.
3. A popup window will appear asking of input on the devices attributes and Status. The two options
available in the Status menu for the new device are Procurement and Available. Refer tothe Device
Status section for a definition of each state.
a. The device is added to the device list.
4. Drag the newly added device from the device list onto the rack.

8.3. Reposition/Re-State Rack Devices

All the actions below are completed through the rack view on the 3D floor plan.

8.3.1. Manual Moving

To reposition devices within the rack, click, and drag a device to a new position in the Rack Builder module.
The device is anchored to the nearest U position. As the device is being moved, an indicator lists the
current U position of the device.

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Icons on the Rack ribbon menu also let you reposition a device. Click the Move Up/Move Down icons to
reposition the device by 1.0 or 0.1 U positions.

8.3.2. Re-State Rack Devices

To change the state of “Reserved” to “Operational” of a device while in the rack view, follow the steps
below:
1. Select a rack mounted device in the rack that has a device state of “Reserved Available”,
“Reserved Procurement”, or “Reserved Move” and right click to select the “Set Operational
Status.”
a. A popup window will appear prompting the user for the following:
b. “The device and its connections will now have a status of ‘Operational,’ do you want to
continue?
2. Select Yes to complete the action or select No to return to the rack view.

8.3.3. Cancel Reservation

To cancel the reservation of a device while in the rack view, follow the below steps:
1. Select a rack mounted device in the rack that has a device state of “Reserved Available”, “Reserved
Procurement”, or “Reserved Move” and right click to select the “Set Operational Status.”
a. A popup window will appear prompting the user for the following:“Are you sure you want
to cancel the reservation?
2. Selecting No will close the popup. Selecting Yes will remove the reservation. The below actions will
also be completed based on the devices current state:
a. If the asset currently has a “Reserved Available” status, then the asset will be unmounted
from the rack and all connections removed. The device status will be changed to
“Available.”
b. If the asset has a “Reserved Procurement” status, then the asset will be unmounted from
the rack and all connections will be removed. The device status will be changed to
“Procurement.”
c. If the asset has a “Reserved Move” status, the shadow copy will be removed from the rack,
all connections will be removed, and the device will be deleted. The parent asset will be
unlocked, and its status will change from “Operational Moving” to “Operational.”

8.3.4. Decommissioning a Device

To decommission an asset from the rack view, follow the below steps:
1. Select an operational rack mounted asset from the rack view and right click to select the
“Decommission Device” option.
a. A popup window will appear prompted the user as follows: “Are you sure you want to
decommission the device?
2. Selecting “Yes” will change the “Operational” status to “Decommission.” The device will get
unmounted from the rack, all peripherals removed, all connections and all related assets will be
removed.

8.3.5. Planning a Decommission

To plan the decommission of a rack mounted asset, follow the below steps:
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 1. Select an operational rack mounted asset from the rack view and right click to select the “Plan
Decommission” option.
2. The device will appear shadowed out and will have a “PD” placed on the device image symbolically
representing that the asset is planned for decommission.

8.3.6. Decommission a Planned Decommissioned Asset

To decommission a planned decommissioned asset, follow the below steps:
1. Select a device with a status of “Plan Decommissioned” in the rack and right click to select the
“Decommission Device” option.
a. A popup window will appear prompting the user with the following: “The device will be
decommissioned, are you sure you want to continue?”
2. Selecting No will return user to rack view. Selecting Yes will change the asset’s status to
“Decommissioned,” all connections will be removed, all peripherals and related assets will be
removed.

8.3.7. Cancel a Decommissioning

To cancel the decommissioning of a “Planned Decommission” asset, follow the below steps:
1. Select a device with a status of “Plan Decommissioned” in the rack and right click to select the
“Decommission Device” option.
a. A popup window will appear prompting the user with the following: “Are you sure you
want to cancel the decommissioning of the asset?”
2. Selecting No will return the user to the previous screen. Selecting Yes will change the device’s
status from “Plan Decommission” to “Operational.”

8.4. Remove Devices from Racks

To remove devices from their rack assignment, click the device in the rack and then click the Remove icon
on the Edit menu on the ribbon toolbar at the top of the window. If a device has separate components,
for example such as blade chassis and blade servers, all components will be removed from the Rack if the
blade chassis is removed.

Removing devices from the rack does not delete them from the database. Instead, it removes the device
from the rack and floor plan view and changes the device state to Available.

8.5. Add Non-Rackmount Devices

In some cases, you may need to add devices to the rack, but they are not able to be mounted directly to
the rack frame. Examples of these scenarios are the need to add a monitor, modem, zero U power strip
and other similar devices. The rack building tool lets you mount these devices directly into the front or
back of the rack. You can also mount zero U power strips to the side of the rack by dragging and dropping
devices from the device list directly to the side view of the rack.

8.6. View a Rack Summary

The Rack Summary display provides capacity information for the rack being viewed. When you view the
rack, the summary window is displayed on the bottom left of the main window.

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On the summary detail, you can see the Rack Capacity and Actual information related to a series of
categories which include Weight, Watts, Amps, and BTU. In some cases, you may see a value such as
"2000+?" accompanied by a Yellow LED in the LED column. The question mark indicates that the
attribute is not defined for one of the devices mounted to the rack.

Placing the mouse over the LED lets you see which devices do not have that attribute defined so they
can update the attributes of that device to eliminate the indicator. When the rack capacity has been
exceeded by the Actual value, a Red LED appears in the LED column.

Note, if users do not have rights to the Summary feature in their User Group privileges then the
Summary icons will be disabled.

8.7. Move Device Tool

The rack building tool lets you easily move a device from one rack to another. When viewing a rack,
select a device in the rack and click the Move to New Rack icon from the Rack ribbon toolbar.
• Rack – Select the destination rack for the device being moved. The standard Search and Filter
options are available for the list of racks. Click the destination rack in the list.
• U Position – Depending on which rack is selected from the list, define which U position will be
occupied by the device in the destination rack. The size of the device is matched against the
available U positions in the rack and a list of all available positions is provided in the U Position
drop-down.
• Submit and Cancel – Select the Submit button to move the device or select the Cancel button
to cancel the move function.

8.8. Place Components into Enclosures

The Rack Builder lets you place individual blade servers within a blade enclosure or switch cards into a
switch chassis. This feature is commonly used with blade chassis and blade servers or with Cisco 6500
switches and individual switch cards.

To complete this action, follow these steps:

1. Place a Blade Enclosure or Switch Enclosure on the Rack.
a. Complete this step with the same device placement steps defined earlier in this section.
2. Find the component device (blade server or switch card) in the device list.
3. Drag and drop the component onto the enclosure/chassis device.
a. If the component is supported by the chassis, an orange highlight shows the position
that can be occupied by the component device.
4. Release the mouse button.
a. The component is assigned to the enclosure/chassis.

8.9. Device Collision Management

The Rack Builder has built in functionality that prevents users from adding devices that will ‘collide’ with
one another when the device is placed into the Rack.

Examples of Device Collision Management:

• Mount a device in U position 20 in the front of the rack and then mount another device in U
position 20 in the back of the rack. If these two devices are too deep and ‘collide’ with one
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 another, Rack Builder will prevent users from placing the second device in that U position.
• Mount a device in U position 25. Try to add another device to U position 25, Rack Builder will
prevent users from completing this action.

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9. Alarm System
9.1. Alarms Overview
The alarm engine generates alarms when actual values collected in the monitoring process cross into
user-defined threshold ranges. The result of this threshold-to-data relationship is that the device is
tagged with an Alarm LED on the floor plan, and the alarm panels are updated with that information.

A device can have one of the following alarm states:

• Alarm State Acknowledged
• Normal (green)
• Critical (red)
• Warning (yellow)
• Unreachable (blue)
• Minor (lavender)
• Information (light blue)
• Exceptions (aqua)

Each time a device is polled, it returns one of these six states to the system (Acknowledged state occurs
only when you acknowledge an alarm). The Alarm Panel provides an easy way to see the overall state of
monitored devices and their data elements and polling history.

Note: A device can maintain two other alarm states related to the Critical and Warning levels. When setting
a threshold for a data element, you can configure a Min Time On or Min Time Off setting. When a device
reaches a warning or critical value but is still within the Min Time On/Off time settings, the LED displays
half green/half red or half green/half yellow if the threshold is set to Critical or Warning, respectively.

The Critical and Warning alarm will pop up in the bottom-right corner of the 3D client. There is a Config to
disable/enable the alarm popup window in the System Settings. The critical and Warning alert sound is the
same and used the default one. There is a config to disable/enable the alarm sound.

9.2. Active Alarm Panel

You access the Active Alarm Panel on the 3D home page application.

In the Floor Plan Editor mode, a ribbon bar on the right has an Alarms tab. By clicking the tab, a panel
opens and shows all Alarm panels that are not in a Normal state by default.

9.2.1. Filter Options

The alarm panel lets you apply a series of filters to the list to limit the items provided in the table.
• Locations – Select either the Current Floor or System radio buttons to view devices only on the
currently viewed floor or to view devices managed throughout the application in all locations.
• Device Name – Enter a partial device name in the field provided to return only a list of items that
match the partial device name search. The partial name must be the first characters of the device
name. Device Name search is not case-sensitive.
• Alarm Level – Check each alarm status to be viewed in the list while executing a search. Devices
with a status that match the selected check boxes are displayed. Note that the Normal option
shows all devices currently being monitored that are not in an alarm state.
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 • Last Time – Show the last time that that event for the device occurred.

Clicking the Submit button executes the search command based on the user-defined filter options.

9.2.2. Acknowledge Alarms

System operators can acknowledge an alarm. This action indicates to other users that the alarm has
been received and is being addressed.

Follow these steps:

1. Open the Active Alarm Panel and click the check box in the Ack column for all alarms to be
changed to an Acknowledged status.
a. The Select All check box at the top of the list lets you automatically select all alarms
inthe list.
2. Click the Submit button.
a. An embedded A is shown in the LED on the device.
Note: After an alarm has been acknowledged, it will continue to have an
Acknowledged status until it returns to Normal status. Then, any subsequent alarms
for the device will maintain the standard Warning, Critical, or Unreachable status.
b. Acknowledging an alarm also has an impact on the Notification engine. When an
alarm is acknowledged, notification escalations for that device or data element end
until it returns to Normal and enters an alarm state once again.

9.2.3. Clear Alarms

System operators can clear an alarm from the list by selecting the check box in the Clear column for all
alarms that you want to remove from the list.

Clearing the alarm sets the status of that device/data element to normal. On the next polling interval,
the device will reappear in the alarm list if an alarm condition is generated again.

9.2.4. View Detailed Alarm Information

When you highlight the data element under a device, detailed information related to the alarm and
alarm condition are displayed in the Detailed Alarm Information section at the bottom of the list.

Follow these steps:

1. Click the Expand button next to a device.

2. Select the alarm.
a. The bottom of the Alarm Panel window provides a detailed description of how the alarm
went into that state.

9.3. View Alarm History

A detailed alarm history of each data element for all devices is maintained in the alarm panel.

When viewing the data elements of the device in the alarm panel, do the following:

1. Double-click one of the listed data elements.

a. The alarm panel shows a list of all alarm states that data element has been in
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 during polling activity. An entry included in this list shows if an alarm has been
Cleared or Acknowledged by a user.
2. Access the Alarm History by double-clicking the device's Monitor Attribute that is in
the alarm state. A separate window displays the data history.
a. Level – Indicates the alarm state of that device during the period defined in
the record. If the alarm was cleared or acknowledged, the username is
included in parentheses.
b. Alarm Count – Indicates the number of alarm events that occurred for that
device-dataelement at that alarm level.
c. Start/End Time – Indicates the time of the initial polling event that resulted in
that alarm condition and the last time that condition was returned in the
monitoring engine beforea new state was reached.

9.4. Export Data to an Excel Spreadsheet

Each alarm panel page has an Export button that lets you export the data to a spreadsheet.

To export a list of items to an Excel spreadsheet, click the Export button.

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10. Device Central
Device Central is an all-in-one window that collects all information on a device. All the attributes within
Device Central are specific to the device that was selected.

There are several ways to access Device Central:

• In the floor plan window, select the Data tab and select the Device Central icon
• Select a device on the floor, right click and select Device Central
• Use the search tool and in the results table select the Device Central icon

10.1. Summary Tab

The summary tab displays all basic information specific to the Device Central device that was selected.
All the information is self-populated from the Device Attributes in the Web Interface. Links to
documents or websites are placed in the Links section, located to the right of the basic information.
These links are self-populated from the Device Information – Links tab in the Web Interface. Peripheral
devices can be added or removed from the peripherals section.

Devices can be linked together logically using the Associated Devices section.

When viewing Device Central for a PDU Floor mount device, a link will automatically be displayed for the
PDU Panel Schedule. This link will open a report which summarizes the PDU branch circuit monitoring
configurations.
• Graphs Link - Opens the selected device's device central page, Graphs function tile in a web
browser.
• Calendar Link - Opens the selected device's device central page, Calendar function tile in a web
browser.
• Port Mapping Link - Opens the selected device's Port Mapping page in a web browser. The
device's ports list will be presented along with a Connections tab where current connections are
listed.
• Links Link - Opens the selected device's device central page, Links function tile in a web browser.
• Real Time Data Link - Opens the selected device's device central page, Graphs function tile, Real-
time Monitoring Data in a web browser.
• Root Cause Analysis Link - Opens the selected device's device central page, Root Cause function
tile in a web browser.
• Impact Analysis Link - Opens the selected device's device central page, Impact function tile in a
web browser.
• Services Link - Opens the selected device's device central page, Services function tile in a web
browser.
• Warranty Link - Opens the selected device's device central page, Warranty function tile in a web
browser.

10.2. Alarms
The Alarm tab in Device Central shows the status of all the alarms mapped to the device. By default, only
the alarms that are in warning, critical, unreachable, minor or information are shown.

To find only alarms in a certain state, click the appropriate state from the filter tab at the top of the

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window. The filter is not dynamic. The Search button must be selected to apply the filter.

10.2.1. Acknowledging Alarm Condition

The following check boxes are located below the Alarm filter:
• Clear All Alarm (on the left)
• Acknowledge All (on the right)

Selecting one or each box applies that action to every alarm that has that option. For example, selecting
the Clear All Alarm box clears all alarms in a warning, critical, minor or information state. Selecting the
Acknowledge All box acknowledges all alarms in a state other than normal and updates the status. You
must click the Submit button at the bottom of the window for the decision to take effect.

To acknowledge an individual alarm, go to the desired alarm and select the check the box under the Ack
column.

To clear the alarm, select the Clear check box in the Clear column. You must click the Submit button to
update and save the status.

Double-clicking an individual alarm opens an alarm history window.

10.2.2. Export Alarms

To generate an Excel file for alarms, click the Export button at the bottom of the page.

The Excel file reads the same information shown on Device Central Alarm tab. It does not print the
history of the alarm but does print the current state of the alarms for that device.

10.3. Associated Devices

Users have the option of logically linking devices using the Associated Devices table in device central on
the Summary Tab. Devices which are linked in this way will move and decommission together.

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10.3.1. Creating a Device Association List
1. Click the New button on the upper right side of the Associated Devices table.
2. In the devices window you can filter by Device name, Type, Manufacturer, Product Line, Model,
Group, Status, and List Items.
3. After locating the devices, you would like to add to the list click on the device and click add, you
can also hold CTRL to select multiple or shift.
4. On the right side of the window, you can provide a name for the device list.
5. When done selecting devices for the list click Submit.
6. Selected devices on the list can be removed using the Delete button.

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11. Device Action Keys
When viewing devices in the floor plan views, Right clicking a device lets you perform actions,
depending on the type of device. These actions range from being able to access Device Central to
displaying a 3D view of the Impact Analysis that device has on other devices.

The following items appear when you right-click a device:

• Rack device
o Port Manager
o Device Central
o Impact Analysis
o Network Path
o Power Path
• Non-Rack device
o Device Central
o Impact Analysis
o Network Path
o Power Path

11.1. Apply the Impact Analysis Filter

The Impact Analysis option applies a filter to all the devices on the floor and shows all the devices that
are impacted by the selected device. If the affected devices are in a rack, the rack is hidden and only the
device is shown.

Follow these steps:

1. Right-click the device.

2. Select Impact Analysis from the drop-down list.
a. The impacted devices, including the device that was right clicked, are shown.
b. To return to an unfiltered 3D floor plan view, select the Layer Filter check box in the top
ribbon bar under the Explore tab.

11.2. Apply the Power Path Filter

The Power Path option applies a filter to all the devices on the floor and shows all the devices connected
by a power connection to the selected device, both upstream and downstream.

Follow these steps:

1. Right-click a device.
2. Select Power Path from the drop-down list.
a. The filtered devices, including the device that was right clicked, are shown. If the device
connected by a power connection is in a rack, the rack is hidden and the only the device is
shown.

11.3. Apply the Network Path Filter

The Network Path option applies a filter to all the devices on the floor and shows all the devices
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connected by a network connection to the selected device, both upstream and downstream.

Follow these steps:

1. Right-click a device.
2. Select Network Path from the drop-down list.
a. The filtered devices, including the device that was right clicked, are shown. If the device
connected by a power connection is in a rack, the rack is hidden and only the device is
shown.

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12. CAD Tool
CAD Tool lets you upload a 3D CAD file (.dwfx) to create a floor plan.
1. Click on the CAD Tool icon on the 3D Ribbon Menu.
2. In the CAD Tool window select the floor node in the navigation tree where the floor plan file is to
be uploaded.
Note: The floor node must be created in the web interface.
3. Click on the Upload Image icon and navigate to the 3D CAD file (.dwfx) and Click Open.
4. Rotate the file as needed and Click OK.
5. Click OK to accept the Floor Setting. The application finds all the intersecting lines and places
anchors at these points and then places solid walls between these anchor points. It then creates
the floor area around the external anchor points.
6. Edit the floor as needed by adding anchor points, walls, areas, etc.
7. When complete Click Publish to publish the floor plan to the navigation tree.
8. Refresh the navigation tree to see the floor.

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13. Profile Builder
Profile builder lets you create custom models and create multiple instances of that model in the 3D floor
plan. Models can be multiple devices, which means that you can create creating complex rack designs
that are used multiple times. The Profile Builder window provides the Explore, Edit, and Rack tabs to help
you create custom models.

13.1. Create New Model Profile

To create a new model profile, follow these steps:

1. Click and drag the device(s) from the device list and onto the profile canvas.
2. Create the model profile by using the standard floor plan controls.
3. Verify that all attributes of the new model profile are set and click the Save icon.
4. Specify a name for the model and select OK.

13.2. Delete a Model Profile

To delete a model profile, follow these steps:

1. Select the Model Profile tab on the left side of the Model Profile window.
2. Select the red X next to the model to be deleted.

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14. Services Module
The Services and Warranty functions are now only available in the web interface. Please refer to the
Web Interface User Guide for information.

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15. Capacity Planner
Selecting the Capacity Planner icon in the 3D Home Page ribbon bar opens the Capacity Plans page in
the web interface. See the Capacity Plans Menu Item section of the Web Interface Guide for details.

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16. File Depot
The File Depot is located on the Floor Plan page and is used to upload files to the floor plans. These files
are available to all users to download and view. The File Depot is typically used for these types of files:
engineering plans, user guides, escalation procedures, contact information or other similar types of
documentation.

The following are two separate repositories available for users to upload documents:
• Public – Files loaded to the Public section can be viewed on all floor plans.
• Private – Files loaded to the Private section are viewed only on the currently viewed floor plan.

16.1. Create Folders

You must be in Edit Mode to be able to modify the File Depot.

Follow these steps:

1. Click the Create link to create Folders in the File navigation tree while viewing the File Depot.
a. The folder is added under the currently selected node in the tree, and you are prompted
for a Folder Name.
2. Specify a name for the folder and click the Submit button.

16.2. Upload Files

To upload one or multiple files to the selected folder, follow these steps:

1. Select a file folder in the navigation tree.

a. The Upload link is available.
2. Click the Upload button. The Upload File dialog appears and prompts you for a File Name.
3. Click the Browse button.
a. The Windows File Explorer window opens.
4. Navigate to the location of the file to be uploaded.
5. Select the file and click The Submit button.
a. The selected file is uploaded to the File Depot.
b. If a file has the same name as an existing file, there will be an Error Message indicating it
already exists.

16.3. Rename Folders and Files

After folders are created or files are uploaded, they can be renamed.

Follow these steps:

1. Select the folder or file that needs to be renamed and select the Rename link in the File Depot.
a. The Rename dialog appears.
2. Provide a new name for the folder or file and click the Submit button.
Note: You must include the file extension in the new name.

16.4. Delete Folders and Files

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To delete folders and files that have been added to the File Depot, select the folder or file, and click the
Delete link. You are prompted to confirm the deletion.

If a Folder is deleted, all files contained in that folder are also removed from the system.

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17. Uninstall
To uninstall the client from Windows, navigate to Start --> Apps & Features. Locate and Select the
application and Click Uninstall. For details, please refer to the 3D Client Installation Guide.

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