Personal Cloud Profile

Header toolbar

Shows the username and provides access to the edit mode as well as the following tools:

Change Password

Change user password (current password required). New password cannot be the same as the old one.

Change Email

Change user email (password required). New email cannot be the same as the old one.

Further sections overview the different tabs of the Personal Cloud Profile. Note that some parameters may look different in view mode and edit mode; with the exception of Groups, this article follows the naming and form as seen in edit mode.

General

Contains user profile settings not specific to any project.

Fig. 1. General settings (view mode)

Name

Sets the user’s displayed name (a required parameter).

Groups

Lists the groups the user is a member of (view mode only).

Enabled

A redundant UI element that has no effect and will be removed in future releases of the Cloud.

Object names

Select which names for devices and tags to show in the HMI, see Metadata for details. This setting is effective across all projects the user has access to, whereas the eponymous parameter in the HMI applies on a per-project basis. Should these two parameters differ, the project-specific option selected in the HMI takes precedence.

The following two parameters only apply to projects and/or accounts configured to require two-factor authentication. Depending on the configuration, 2FA might be required:

• on each login
• to write values in HMI (user-writable tags only)
• to make changes in project configuration (Preferences, Third-Party Settings).

Contact EnergyMachines™ support for details.

Yubikey Public ID

Shows the Yubico key, if any. Click on  Insert Key to add or change the key. For instructions on how to generate a Yubico key, refer to Yubico documentation.

Note that this setting is not displayed in view mode.

Mobile Authenticator Key

Generate key for use with an authenticator app such as Microsoft Authenticator. Edit mode will hide part of the key. To add the account to an authenticator app, save changes and click on Show QR Code in view mode, then scan the QR code with your authenticator app.

Generating a new key will overwrite the existing key, if present, without confirmation; the new key must be re-added to the authenticator app.

Use dark theme

Check to switch to the dark UI (the change will not apply until saved). In view mode, this parameter is presented as a string: Theme active_theme.

Locale

Select UI language (default is English).

Select timezone for converting the timepoints shown in the Portal/HMI. Unless configured, timepoints will always be shown based on each project’s actual physical location, and timezone selection for HMI will not be possible. Once set, the parameter becomes irreversible and cannot be changed back to an unconfigured state. In view mode, it is presented as a string: Time Zone selected_time_zone.

Use imperial units

Check to display values in imperial units (default is metric). In view mode, this parameter is presented as a string: Unit system active_unit_system. In edit mode, click on to see the list of units currently in use:

Fig. 2. The available unit sets: metric (left) vs. imperial (right)

Server status notifications

Check to receive alerts in the UI on server status, see Systems.

HMI Settings

Lists the projects the user has access to and provides a limited scope of project-specific HMI settings.

Use a short name for auth on the Local HMI

Allows logging in to local HMI without an email and password combination. Check this option to set a username and a PIN for easier authorization on local HMI terminals; both parameters are required as long as the box is checked. Note that unchecking it will erase the existing username-PIN combination, a change that cannot be undone once saved.

Filter by Name

Filters available projects by name; functionally identical to Search/Filter.

Default page

Specifies the page to open when starting an HMI session, overriding the project configuration. Only pages the user has access to will appear here. Access to individual pages or page directories can be obtained from the project’s administrators; see also Permissions.

Alarm priority

Sets project-wide alarm priority for use in alarm filtering, e.g., when viewing alarms under Portal » Alarms.

Alarm message type

Specifies the formatting method for alarm notifications sent to the user’s email address:

• Text for plain text
• Html for rich text

Categories

Selects the categories of alarms to be notified of. Only categories the user has access to will appear here. Access to individual alarm categories can be obtained from the project’s administrators; see also Permissions.

Email notification

Check to receive email notifications on the selected alarm categories. Note that the user needs to select at least one category and check this option to receive any notifications.

Search tag by description

Check to allow the search field in Tag Lookup to also filter by keywords found in the tag description.

Shared Reports Links

Shows links created and shared under Portal » Reports.

•  Search by report name
  Filters links by report name; functionally identical to Search/Filter.
• Name
  Report name, which also serves as a link to that report under Portal » Reports. The link opens in the same tab and will trigger a confirmation dialog if clicked while in edit mode with unsaved changes.
• Created at
  Date and time of creating the link
• Expires at
  Date and time the link will expire
• URL
  When sharing a report, the link will only appear once and will not be shown again after closing the sharing dialog. To retrieve the link again, use  Click to copy in this interface.
• 
  Removes the selected link(s) from the list and prevents further access to shared content via them. Appears when one or more links has been selected (edit mode only).

Fig. 3. Shared reports manager (edit mode with selection)

Shared Page Links

Shows links created and shared with Share Page in the HMI.

•  Search by page name
  Filters links by page name; functionally identical to Search/Filter.
• Name
  Page name, clicking which will open the page in the Introduction to Page Editor (initially in view mode). The link opens in the same tab and will trigger a confirmation dialog if clicked while in edit mode with unsaved changes.
• Project
  Project the page belongs to.
• Created at
  Date and time of creating the link.
• Expires at
  Date and time the link will expire.
• URL
  When sharing a page, the link will only appear once and will not be shown again after closing the sharing dialog. To retrieve the link again, use  Click to copy in this interface.
• 
  Deletes the selected link(s). Appears when one or more links has been selected (edit mode only).

Fig. 4. Shared pages manager (edit mode with selection)

Shared Trend Groups Links

Shows links created and shared under Trends in the HMI.

•  Search by trend group name
  Filters links by trend group name; functionally identical to Search/Filter.
• Name
  Name of the trend group
• Project
  Project the trend group belongs to
• Created at
  Date and time of creating the link
• Expires at
  Date and time the link will expire
• URL
  When sharing a trend group, the link will only appear once and will not be shown again after closing the sharing dialog. To retrieve the link again, use  Click to copy in this interface.
• 
  Deletes the selected link(s). Appears when one or more links has been selected (edit mode only).

Fig. 5. Shared trend groups manager (edit mode with selection)

Subscriptions

This section describes subscription management only; for instructions on how to start a subscription, see Reports and Alarms

This interface consists of two cards:

• the upper card shows active subscriptions to reports, referred to as “reports” in the UI and in the text below;
• the lower card shows active subscriptions to alarm statistics, referred to as “subscriptions” in the UI and in the text below.

Each card has the following elements:

•  Search by report/subscription name
  Filters reports/subscriptions by name; functionally identical to Search/Filter.
• Name
  Name of the report/subscription as entered when creating it.
• Enabled
  Check to receive updates on the report/subscription; uncheck to suspend the updates without unsubscribing.
• Time
  Summarizes the subscription parameters in a string in the following order:
  • Update interval
  • Update coverage: days for daily and weekly subscriptions, starting day for monthly and yearly subscriptions
  • Update generation time (hr:min)
  See Reports and Alarms for details on these parameters.
• Last execute
  Date and time of the latest sent update.
• 
  Deletes the selected reports/subscriptions. Appears when one or more items has been selected (edit mode only). Note that this action will unsubscribe the user from the report without affecting the source under Reports.

Fig. 6. Subscription manager (edit mode with selection)