Visual Explorer Getting Started - MindSphere Visual Explorer Getting Started Getting Started 03/2020

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  • MindSphere

    Visual Explorer Getting Started

    Getting Started

    03/2020 V1801.Mar/2020.1

    Document history 1

    Introduction 2 User rights in "Visual Explorer" 3 Connecting "Visual Explorer" to MindSphere data 4

    Creating Visualizations 5

  • Legal information Warning notice system

    This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are graded according to the degree of danger.

    DANGER indicates that death or severe personal injury will result if proper precautions are not taken.

    WARNING indicates that death or severe personal injury may result if proper precautions are not taken.

    CAUTION indicates that minor personal injury can result if proper precautions are not taken.

    NOTICE indicates that property damage can result if proper precautions are not taken. If more than one degree of danger is present, the warning notice representing the highest degree of danger will be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property damage.

    Qualified Personnel The product/system described in this documentation may be operated only by personnel qualified for the specific task in accordance with the relevant documentation, in particular its warning notices and safety instructions. Qualified personnel are those who, based on their training and experience, are capable of identifying risks and avoiding potential hazards when working with these products/systems.

    Proper use of Siemens products Note the following:

    WARNING Siemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems. The permissible ambient conditions must be complied with. The information in the relevant documentation must be observed.

    Trademarks All names identified by ® are registered trademarks of Siemens AG. The remaining trademarks in this publication may be trademarks whose use by third parties for their own purposes could violate the rights of the owner.

    Disclaimer of Liability We have reviewed the contents of this publication to ensure consistency with the hardware and software described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in this publication is reviewed regularly and any necessary corrections are included in subsequent editions.

    Siemens AG Division Digital Factory Postfach 48 48 90026 NÜRNBERG GERMANY

    V1801.Mar/2020.1 Ⓟ 03/2020 Subject to change

    Copyright © Siemens AG 2020. All rights reserved

  • Table of contents

    1 Document history..........................................................................................................................................7

    2 Introduction...................................................................................................................................................9

    2.1 Getting Started .........................................................................................................................9

    2.2 Overview of "Visual Explorer" in MindSphere ..........................................................................9

    3 User rights in "Visual Explorer"...................................................................................................................11

    4 Connecting "Visual Explorer" to MindSphere data .....................................................................................13

    4.1 User Interface "Data Sources" ...............................................................................................13

    4.2 Creating a new data source ...................................................................................................14 4.2.1 Step 1: "Choose data source mode" ......................................................................................15 4.2.2 Step 2: "Select sources".........................................................................................................15 4.2.3 Step 3: "Choose update mechanism" ....................................................................................19 4.2.4 Step 4: "Save data source" ....................................................................................................22 4.2.5 Managing IDL data sources ...................................................................................................22 4.2.6 Limits and restrictions ............................................................................................................23 4.2.7 Tips and Tricks.......................................................................................................................24

    5 Creating Visualizations ...............................................................................................................................27

    5.1 Using a data source in "Visual Explorer"................................................................................27

    5.2 Further Help ...........................................................................................................................28

    Visual Explorer Getting Started Getting Started, 03/2020, V1801.Mar/2020.1 3

  • Table of contents

    Visual Explorer Getting Started 4 Getting Started, 03/2020, V1801.Mar/2020.1

  • Visual Explorer is an application for MindSphere, the industrial IoT platform from Siemens. In Visual Explorer, customized visualizations can be created that are based on the data sources in Visual Explorer Connector. Getting Started provides the information on creating customized visualizations for assets that are connected to MindSphere. These visualizations can be used to analyze specific assets or can publish visualizations to customers.

    This document also describes Visual Explorer Connector and Visual Explorer available on MindSphere Launchpad.

    Visual Explorer Getting Started Getting Started, 03/2020, V1801.Mar/2020.1 5

  • Visual Explorer Getting Started 6 Getting Started, 03/2020, V1801.Mar/2020.1

  • Document history 1 Version Date Changes Link V1801.Mar/2020.1 2020-03-18 Added a new topic "Manag‐

    ing IDL data sources" Managing IDL data sources (Page 22)

    V1801.Feb/2020.1 2020-02-10 Modify images in the whole document and fixed broken links.

    -

    V1801.Jan/2020.1 2019-12-08 Revision of the entire docu‐ ment

    -

    V1801.Dec/2019.1 2019-11-19 Added a Chapter "Tips and Tricks"

    Tips and Tricks (Page 24)

    Updated Limitations and Re‐ strictions section.

    Different Environment (Page 23)

    V1801.Nov/2019.1 2019-11-06 Updated Roles and Permis‐ sions in user rights

    User rights in "Visual Explor‐ er" (Page 11)

    Added note for region devia‐ tion in chapter "Further Help"

    Further Help (Page 28)

    V1801.Oct/2019.1 2019-10-25 New chapter is added named Different Environment

    Different Environment (Page 11)

    V1801.Oct/2019.1 2019-10-24 Update Roles in User Right section

    User rights in "Visual Explor‐ er" (Page 11)

    V1801.Sep/2019.1 2019-09-07 Added Quota Enforcement section in User Rights

    User rights in "Visual Explor‐ er" (Page 11)

    V1801.Apr/2019.1 2019-04-04 Updated user rights table User rights in "Visual Explor‐ er" (Page 11)

    Updated status table User Interface "Data Sour‐ ces" (Page 13)

    V1801.Mar/2019.1 2019-03-01 Notes on Subtenant use - Note on data rate limitation added information on folder structure

    Creating a new data source (Page 14)

    V1801.CW.EU1.K1217 2018-12-18 Updated screenshots Added note in chapter "Creat‐ ing a new data source"

    Choose update mechanism (Page 19)

    Added "Support" in chapter "Further Help"

    Further Help (Page 28)

    Visual Explorer Getting Started Getting Started, 03/2020, V1801.Mar/2020.1 7

  • Document history

    Visual Explorer Getting Started 8 Getting Started, 03/2020, V1801.Mar/2020.1

  • Introduction 2 2.1 Getting Started

    This document provides information for creating customized visualizations of the assets connected to MindSphere. These visualizations can be used to analyze specific assets or to publish visualizations to customers.

    This document also describes Visual Explorer Connector, which is an add on package application that comes with the Visual Explorer. Both applications are available on the MindSphere Launchpad.

    Visual Explorer is based on Tableau®. For more information on how to operate Tableau® to its full extent, refer to the chapter named Further Help (Page 28).

    2.2 Overview of "Visual Explorer" in MindSphere After ordering Visual Explorer from MindSphere Store, Visual Explorer Connector and Visual Explorer will be added to the MindSphere Launchpad.

    Visual Explorer Connector In Visual Explorer Connector, administrator can create and manage data sources for the data that is expected to be visualized.

    Visual Explorer In Visual Exp