Setting Up Platform Manager
Before Platform Manager can display your data, you need to define the hierarchy — Sites, Device Types, and Devices — and make sure your data points carry the right tags. This guide walks you through that initial setup.
Overview
Setup has four steps:
- Plan your hierarchy (sites, device types, devices)
- Create Sites in Platform Manager
- Create Device Types in Platform Manager
- Create Devices and assign them to sites and types
After setup, you configure which data points belong to each element by tagging them in the data source configuration.
Step 1: Plan Your Hierarchy
Before creating anything in Mango, list all the entities you need:
Sites — physical locations or logical groupings you monitor. Assign each a unique XID.
| Name | XID | Attributes |
|---|---|---|
| Austin Data Center | SITE-AUSTIN | Region: South, Tier: 2 |
| Denver Office | SITE-DENVER | Region: West, Tier: 4 |
Device Types — categories of equipment with the same data structure. Assign each a unique XID.
| Name | XID | Category | Make | Model |
|---|---|---|---|---|
| UPS GFX-1200 | UPS-GFX-1200 | UPS | Manufacturer A | GFX-1200 |
| HVAC AC 1200VF | HVAC-AC-1200VF | HVAC | Manufacturer B | 1200VF |
Devices — individual pieces of equipment at specific sites. Assign each a unique XID. The recommended pattern is SITE-XID_DEVICE-IDENTIFIER.
| Name | XID | Site XID | Device Type XID |
|---|---|---|---|
| UPS A | SITE-AUSTIN_UPS-A | SITE-AUSTIN | UPS-GFX-1200 |
| AC-01 | SITE-AUSTIN_AC-01 | SITE-AUSTIN | HVAC-AC-1200VF |
Step 2: Create Sites
- Navigate to Administration > Platform Manager > Configuration.
- Select Sites from the left navigation.
- Click Add Site (or the
+button). - Fill in the site form:
| Field | Description |
|---|---|
| Export ID (XID) | Unique identifier, e.g. SITE-AUSTIN. Used to tag data points. |
| Name | Display name shown in dropdowns and site cards. |
| Customer | Customer or tenant name for this site (optional). |
| Contact name / email | Site contact details (optional). |
| Address | Physical address (optional, used for reference). |
| Latitude / Longitude | Decimal degrees (e.g., 30.267 / -97.743). Required for map display. |
| Enabled | Toggle to show or hide this site in the UI. |
| Show KPIs on top | Display site KPIs horizontally on top (on) or vertically on the left (off). |
| Active alarms | Show the active alarms card for this site. |
| Device list | Show the device list card for this site. |
- Click Save.
Repeat for each site in your portfolio.
Step 3: Create Device Types
Device Types define the template for how all devices of that category are displayed.
- Navigate to Administration > Platform Manager > Configuration > Device Types.
- Click Add Device Type.
- Fill in the device type form:
| Field | Description |
|---|---|
| Export ID (XID) | Unique identifier, e.g. UPS-GFX-1200. Recommended pattern: CATEGORY-MODEL. |
| Name | Display name for this device type. |
| Category | Equipment category (custom property, e.g., UPS, HVAC, Generator). |
| Make | Manufacturer name (custom property). |
| Model | Model identifier (custom property). |
| Image path | Path within the Mango file store for the device type image (optional). |
| Allowed Sites | Multi-select of sites where this device type may be used. |
| Additional points | Show the Additional Points card for this device type. |
| Active Alarms | Show the Active Alarms card for this device type. |
| Set Points | Show the Set Points card (editable points) for this device type. |
| Charts | Show the Charts card for this device type. |
- Click Save.
Step 4: Create Devices
Devices are the individual equipment items at your sites.
- Navigate to the Sites Configuration page and open a site.
- Select the Devices tab.
- Click Add Device.
- Fill in the device form:
| Field | Description |
|---|---|
| Export ID (XID) | Unique identifier. Recommended pattern: SITE-XID_DEVICE-ID, e.g., SITE-AUSTIN_UPS-A. |
| Name | Display name for this device. |
| Device Type | Select from the device types configured in the previous step. |
- Click Save.
Step 5: Tag Your Data Points
Platform Manager identifies which data points belong to which Sites, Device Types, and Devices using tags on those data points.
Add the following tags to each data point in your Mango data source configuration:
| Tag | Value | Description |
|---|---|---|
site | e.g., SITE-AUSTIN | The XID of the site this point belongs to. |
deviceType | e.g., UPS-GFX-1200 | The XID of the device type. |
device | e.g., SITE-AUSTIN_UPS-A | The XID of the specific device. |
Note: Tag values must exactly match the XIDs you configured in Steps 2–4. Platform Manager uses these tags to route point values to the correct Site Overview and Device Details views. Points without these tags will not appear in Platform Manager views.
Special tag for KPIs
KPI data points shown in the Global Overview must also have:
| Tag | Value |
|---|---|
deviceType | SITE |
This tag identifies the point as a site-level KPI rather than a device-level measurement.
Verifying Your Setup
After tagging your points, navigate to the Platform Manager Global Overview. You should see:
- Your sites listed in the site table or on the map
- Clicking a site opens the Site Overview showing its devices
- Clicking a device opens the Device Details for that device type
If a site or device does not appear, check that:
- The site or device is Enabled in the configuration.
- The data point tags exactly match the configured XIDs (case-sensitive).
- The device's Device Type is in the Allowed Sites list for that site.
Next Steps
- Configure the UI — Set up layouts, KPIs, watchlists, alarms, and map for each level of the hierarchy.
Related Pages
- Platform Manager Overview — How Platform Manager works
- Users and Permissions — Restrict site access with roles