Directory Explorer

On the left side you can find the directory explorer sidebar that can be opened or closed. The title bar button on the top left corner of the main view can be used to toggle the visibility of the directory explorer.

The directory is a hierarchy of items with related information. As an end user you will typically use the directory to find and open displays, dashboards, trends and other items that are available in the system.

Some of the items in the directory can be opened by clicking on it in the explorer. These are Displays, Dashboards and Trends. Other items, such as folders and other items representing sites and locations will simply expand or collapse when clicked.

A small triangle icon to the left of the item name indicates that the item can be expanded or collapsed.

To the left of the item name, there is an icon that indicates the type of item. The system will at the time of the installation have a set of standard item types, often referred to as “entity types”. For more information about the entity types, see the EntityTypes section.

At the right side of the item name, there is a small icon that can be clicked to open a context menu containing operations available for the selected directory item. See image above.

Directory Commands

Directory commands available in the context menu of the directory explorer items include:

• Configure «Type»: This command opens the entity list for the selected item, allowing you to modify its properties and settings.
• New Trend: This command allows you to create a new trend. The trend is created as an empty trend and you can then select tags to be added to it. To be allowed to create a new trend, you must have the Create permission in the location where the context menu was opened.
• New Display: This command allows you to create a new display. The display is created as an empty display, and opened in the designer, and you can then add components to it. To be allowed to create a new display, you must have the Create permission in the location where the context menu was opened. You also need to have the Designer role to be allowed use of the Designer.
• New Dashboard: This command allows you to create a new dashboard. The dashboard is created as an empty dashboard, and opened in the designer, and you can then add components to it. To be allowed to create a new dashboard, you must have the Create permission in the location where the context menu was opened. You also need to have the Designer role to be allowed use of the Dashboard Designer.

• New: The “New” command allows you to create a new item in the selected directory location. The type of item created can be selected from the submenu that appears when you click on the “New” command. The top part of this submenu contains common organization items and the bottom part presents Condition Monitoring System items.
• New Entity…: This command provides a way to create any type of entity in the system. It can create any of the above listed types as well as other types that are not listed in the “New” command submenu. The “New Entity…” command opens the entity list with the entity details panel open. The only presented setting is the Parent Location, which is the location where the new entity will be created. The entity type can be selected from the list of available entity types.
• Cut: This command allows you to cut the selected item, so that it can be pasted in another location in the directory. The cut item is removed from the current location when the operation is completed.
• Copy: This command allows you to copy the selected item, so that it can be pasted in another location in the directory. The copied item is not removed from the current location when the operation is completed.
• Paste: This command allows you to paste the item that was cut or copied in another location in the directory. The pasted item is created in the selected location and retains the same properties as the original item with the exception in that permissions will be affected by inherited permissions in the new location.
• Delete: This command allows you to delete the selected item from the directory. The item is removed from the directory and cannot be recovered. You must have the Delete permission on the selected item.
• Pin: This command allows you to pin the selected item to the top of the directory explorer. Only one item, typically a folder, can be pinned at a time. The pinned item will always be shown at the top of the directory explorer, regardless of the current location in the directory. This is useful for quickly accessing frequently used items and reduce the size of the presented directory tree. When a directory node is pinned, its parent nodes will be shown above the directory tree as a breadcrumb.
• Tools > Import: This command allows you to import displays and dashboards, complete with dependencies such as components, into the directory. The import file must be in the MOPS 4.0 import format, which is a JSON file containing the items to be imported. The import operation will create new items in the directory based on the contents of the import file.

Directory Clipboard Operation and Permissions

To be allowed to perform the cut, copy and paste operations in the directory explorer, you must have the Create permission in the location where you want to paste the item. To invoke the Cut operation you need to have Read and Delete permissions on the item you want to cut. To invoke the Copy operation you need to have Read permission on the item you want to copy.