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Configuring Platform Manager Views

Once your Sites, Device Types, and Devices are created (see Setting Up Platform Manager), you configure how each view looks. This page covers the three main configuration areas:

  1. Global Configuration — settings that apply across all sites
  2. Sites Configuration — per-site layout and KPIs
  3. Device Types Configuration — device type templates (metering, set points, columns)

Global Configuration​

Navigate to Administration > Platform Manager > Configuration > Global Overview.

The Global Configuration controls the top-level portfolio view. It has six sections:

General Overview​

Controls the layout of the Global Overview page:

OptionDescription
Show KPIs on TopWhen enabled, site-level KPIs are shown horizontally across the top of the page. When disabled, they appear vertically on the left.
Active AlarmsShow a card with all active system alarms in the right column.
Sites on MapShow a site map card in the right column, below the Active Alarms card.

The Layout Tab lets you build a custom main card for the Global Overview. Click Add New Item to create draggable cards, then click the edit button on each card to add tabs. Each tab can be one of five types:

Tab TypeDescription
DashboardDisplay an existing Dashboard Designer page.
WatchlistsShow one or more watchlists with configurable height, legend, and rollup.
Active SummaryDisplay a pie chart of active alarm counts (global, not filtered by site).
ComponentEmbed a custom AngularJS component from a user module (requires a JavaScript user module in the file store).
Site TableDisplay a table of all sites with the columns defined under the Sites global configuration.

Alarms​

Define the display names, colors, and icons for each Mango alarm level. The icons you configure here are used when sites appear on the map.

Map​

Set the default center point (latitude/longitude) and zoom level for map components. You can also add data points to the map — when a user selects a site on the map, the current values of those points are displayed at the bottom of the map card.

Sites (Global Properties and Columns)​

Define custom Properties that appear on the site creation form (in addition to the built-in fields like Address and Contact). Also define the Columns that appear in the Site Table component:

  • Properties — text inputs added to every site form (e.g., Tier, Region, Type).
  • Columns — column headers for the global site table. Each column is assigned specific data points per site (configured in Sites Configuration > Columns tab).

Device Types (Global Properties and Columns)​

Same pattern as Sites — define custom properties and column headers for Device Types.

Devices (Global Properties)​

Define custom properties that appear on the device creation form (e.g., Serial Number, Firmware Version).

Sites Configuration​

Navigate to Administration > Platform Manager > Configuration > Sites, then select a site.

Each site has five configuration tabs:

Site Tab​

The main site settings form. In addition to the fields filled during setup (XID, Name, Latitude, Longitude), you can configure:

FieldDescription
Choose PermissionsRestrict this site to specific roles or users. Only those roles/users will see this site in the Platform Manager UI.
Show KPIs on TopPer-site override for KPI placement (top vs. left).
Active AlarmsShow the active alarms card for this site.
Device ListShow the device list card for this site.

Layout Tab​

Configure the tabs that appear in the main card on the Site Overview page. Four tab types are available:

Tab TypeDescription
DashboardEmbed a Dashboard Designer page.
WatchlistsShow one or more watchlists.
ComponentEmbed a custom AngularJS component.
Device TableShow a table of devices assigned to this site (as configured in the Devices tab).

KPIs Tab​

Add KPI data points for this site. Each KPI selects a data point (must be tagged deviceType=SITE) and optionally a rollup type. KPIs appear at the top or left of the Site Overview page depending on the site's KPI placement setting.

Columns Tab​

Assign data points to each column defined in the Global Configuration > Sites section. Each site can show different data points in the same column, enabling per-site customization of the site table view in the Global Overview.

Devices Tab​

Lists the devices at this site. Use this tab to add, edit, or remove devices, or to verify your device assignments are correct. Devices added here appear in the Device List card and the Device Table tab component.

Device Types Configuration​

Navigate to Administration > Platform Manager > Configuration > Device Types, then select a device type.

Device Types define the template for the Device Details page — the same template applies to every device of that type across all sites.

Device Type Tab​

Contains the XID, Name, and custom properties (Category, Make, Model, Image path, Allowed Sites) you configured during setup. Here you can also enable or disable the cards shown on Device Details:

  • Additional Points
  • Active Alarms
  • Set Points
  • Charts

Metering Tab​

Configure groups of data points to display in the main metering card on the Device Details page. Points are identified by their exact data point name (case-sensitive).

  1. Click Add New Group — enter a group name (e.g., "Power", "Temperature").
  2. Click Add New Data Point within the group — enter the exact data point name.
  3. Repeat for all relevant points.
  4. Drag groups and points to reorder them.

All devices of this type show the same metering groups, with each device's values automatically substituted based on the device tag on the data point.

Set Points Tab​

Configure groups of editable data points shown in the Set Points card. Configuration follows the same pattern as the Metering tab. Points listed here are displayed with write controls so operators can adjust setpoints directly from the Device Details view.

Additional Points Tab​

Configure groups of informational data points shown in the Additional Points card. Same pattern as Metering — groups of data point names, displayed as a read-only list.

Columns Tab​

Assign data points to each device column defined in the Global Configuration. For each column:

  1. Click the edit button, then Add New Item.
  2. Set the Type (Point for a value, Event for an alarm count).
  3. Set the Display Name (label alongside the value).
  4. Set the Display Type (Value for plain text, Badge for Boolean/Multistate rendering).
  5. Set the Point Name — exact data point name (case-sensitive).
  6. Set the Rollup Type (None for real-time value).

Multiple data points can be mapped to a single column. These columns appear in the Device Table component on the Site Overview page.