Guides

Step-by-step, UI-focused walkthroughs for common tasks in the Cloud.

Guides walk you through common tasks step by step, from the UI — showing which buttons to click and where things live. For the full detail behind each setting, each guide links into the reference pages.

Getting set up

The path from nothing to a live, monitored project — roughly in order:

• Set up a new project — the overview that ties these together.
• Register a server — add the on-site server that collects data.
• Create a project — the home for one building or site.
• Create a Modbus device — connect a device and read its registers.
• Create a tag — add a value to read.
• Build your first page — place a symbol, show a live value, and view it.
• Create an alarm — watch a tag and raise a flag when something’s wrong.
• Give your team access — accounts, groups, and per-project roles.

Working with a project

• Write a virtual tag script — compute a tag’s value from other tags.
• Import and export — move tags, alarms, and pages between projects, and bulk-edit via CSV.

Throughout, controls are shown the way they appear in the app — for example the New button, and for a row’s more menu.