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SmartServer CMS Widgets Index

SmartServer CMS Widgets Index

The table below lists the CMS widgets and provides links for tasks that are associated with these widgets. In some cases (e.g., power line networks), when you first access the SmartServer CMS, the Datapoints widget poll rate will need to be changed.

See also

SmartServer CMS Overview for more information about how to use the SmartServer CMS (i.e., menus and buttons).

SmartServer IoT Configuration Page Index and SmartConnect Configuration Page Index for a Configuration page index (i.e., System and Network Configuration) and for links for the tasks that you can perform from the Configuration page. 

Widget

Tasks   

Preview

Buttons

Widget

Tasks   

Preview

Buttons

Alarms and Events

For SmartServer 3.4 and prior, this widget is called the Alarms widget.

Alarm and Event Management

Managing Alarm Notifications

Setting up Alarm Email Notifications

Monitoring System Audit Events

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Set Filters button image-20250207-182407.png

Alarm Definition buttonimage-20250207-182449.png

Export Alarms button image-20250207-182620.png

Clear Alarms buttonimage-20250207-181550.png

Select All buttonimage-20250207-181502.png

Select button image-20250207-181437.png

Sort Column button image-20250207-181522.png

Calendar

Available with SmartServer 2.6 and higher.

Copying a Calendar Event

Creating a Calendar Event

Displaying Calendar Event Information

Editing a Calendar Event

Managing the Calendar

Navigating the Calendar

Removing a Calendar Event

Setting up Schedules

Transformation Service

Viewing the Calendar

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Set Filters button image-20250207-182407.png

Widget Action button image-20250207-201436.png

Previous button image-20250207-201527.png

Next button image-20250207-201555.png

Create Event button image-20250207-201616.png

Connections

Available with SmartServer 3.3 and higher.

Setting up Datapoint Connections

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Set Filters button image-20250207-182407.png

Create Connections Template button image-20250207-201616.png

Update button

Lock Operations button

Unlock Operations button  – appears once a lock operation has been performed.

Widget Action buttonimage-20250207-201436.png

Select All button image-20250207-181502.png

 

Customers

Managing Customer and User Accounts

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Select All button image-20250207-181502.png

Set Filters button image-20250207-182407.png

Customer Action button image-20250207-203122.png

Datapoints

Available with SmartServer 2.5 and higher.
For SmartServer 3.3 and prior, this widget is called the Datapoint Browser widget.

Viewing and Setting Datapoints – for live data and data logs, and using Candidates and Favorite datapoint lists

Configuring Local I/O Using the IOX

Testing Devices and Managing Datapoints

image-20250207-163459.png

SmartServer 3.4 and higher

image-20250207-163542.png

SmartServer 3.3 and prior

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Set Filters button image-20250207-182407.png

Remove All Filters buttonimage-20250207-203432.png

  • Update Visible Datapoints button

    • To improve performance:
      Change the Datapoints widget poll rate (which defaults to 30 seconds) immediately after accessing the SmartServer CMS. To disable polling, set the poll rate to 0.

      Save the poll rate value by clicking anywhere on the Datapoints widget.

      For power line networks, set the poll rate to a larger number (i.e.,120 seconds or 0 to disable polling).

Widget Action buttonimage-20250207-201436.png

Datapoint Action button image-20250207-203122.png

Select All button image-20250207-181502.png

Select button image-20250207-203545.png

Sort Column button image-20250207-203609.png

Datapoint Properties

Defining Datapoint Properties

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Set Filters button image-20250207-182407.png

Show/Hide Total Datapoint Properties Parameters button

Widget Action buttonimage-20250207-210508.png

Datapoint Properties Action button image-20250207-203122.png

Select All button image-20250207-181502.png

Select button image-20250207-203545.png

Sort Column button image-20250207-204802.png

Hide Datapoint image-20250207-204642.png

Device Types

Defining Device Types

Exporting and Importing SmartServer Configuration Files

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Set Filters button image-20250207-182407.png

Select All button image-20250207-181502.png

Select button image-20250207-203545.png

Sort Column button image-20250207-204802.png

Create Device Type button image-20250207-201616.png

Widget Action buttonimage-20250207-201436.png

Device Type Action button image-20250207-203122.png

Devices

Device State Colors – for information about device status and the meanings of the different device colors

Discovering, Defining, or Importing Devices

Exporting and Importing SmartServer Configuration Files

Manage Licenses – available with SmartServer 3.3 and higher

Provisioning, Deprovisioning, and Replacing Devices

Testing Devices and Managing Datapoints

Updating the SmartServer using the SmartServer CMS with an Internet Connection

Configure Your SmartServer, see Verifying the Device Location – verify your SmartServer's latitude / longitude with SmartServer 3.4 and higher

 

image-20250207-163642.png

SmartServer 3.4 and higher (with Edge Devices and Segment Controllers tabs)

 

image-20250207-163730.png

SmartServer 3.3 and prior

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Set Filters button image-20250207-182407.png

Select All button image-20250207-181502.png

Sort Column button image-20250207-204351.png

Create Device buttonimage-20250207-204416.png

Pause/Continue Monitoring Events button image-20250207-204443.png

Discover button image-20250207-204503.png

Widget Action buttonimage-20250207-201436.png

Device Action button image-20250207-203122.png

Geozones

 

With SmartServer 4.1 and higher, Geozones widget functionality is replaced with the Planning widget.

See Defining and Using Contexts.

 

Groups

Discovering, Defining, or Importing Devices

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Select All button image-20250207-181502.png

Set Filters button image-20250207-182407.png

Widget Action buttonimage-20250207-201436.png

Group Action button image-20250207-203122.png

Locations

For SmartServer 3.3 and prior, this widget is called Map widget.

Working with Maps

image-20250207-163858.png

SmartServer 3.4 and higher

 

image-20250207-163927.png

SmartServer 3.3 and prior

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Zoom button

Edit Mode button

Reset Filter button

Refresh Map button

Map View button 

Show Device Information button image-20250207-202455.png

Cluster Radius button image-20250207-202518.png

Show Device Status button image-20250207-202541.png

Planning

Available with SmartServer 2.8 and higher.

Defining and Using Contexts

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Create Context button image-20250207-204416.png

Export Context button image-20250207-205251.png

Visualize button  image-20250207-202455.png

View Context Dashboard button image-20250207-205311.png

Show on Map button image-20250207-205327.png

Edit button image-20250207-202141.png

Clone Context button image-20250207-205345.png

Remove Context button image-20250207-205401.png

Hover over the context name to see the context menu.

Report Definition

Viewing Data Trend Reports – for scalar datapoints only; for structured datapoints, use the Datapoints widget

Viewing Device Status Reports

Viewing Maintenance Reports

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Select All button image-20250207-181502.png

Set Filters button image-20250207-182407.png

Widget Action buttonimage-20250207-201436.png

Report Definition Action button image-20250207-203122.png

Sequencing

Available with SmartServer 2.8 and higher.

 

Creating Sequence of Operations

Creating User Interfaces

SmartServer IoT Node-RED Tutorial

SmartServer 4.1 (Beta) and higher

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Flows Info buttonimage-20250207-204038.png

Refresh Flow List button image-20250207-204056.png

Dashboard / Flow toggle image-20250207-204115.png

Open in Browser button image-20250207-204132.png

SmartServer 4.0 Update 1 and prior

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Open Sidebar (flow menu) button

Dashboard / Flow toggle  DASHBOARD 

Open in Browser button image-20250207-204223.png

Settings

Available with SmartServer 2.6 and higher.

Configure Your SmartServer – for SMTP, see Configuring SMTP Settings

(Optional) Setting Datapoint Names – for IAP. The IAP feature is available with SmartServer 3.2 Update 2 and higher. Prior to SmartServer 4.2, IAP was called IAP Settings. 

Configure Warning Limits – The Warning Limits feature is available with SmartServer 3.5 and higher. Prior to SmartServer 4.2, Warning Limits was called Warning Limits Settings.

Configuring Security (Authentication Method) – The Security feature is available with SmartServer 4.0 and higher. Prior to SmartServer 4.2, Security was called Authentication Method.

Configuring MQTT Settings – The MQTT feature is available with SmartServer 4.0 and higher. Prior to SmartServer 4.2, MQTT was called MQTT Settings.

Configuring HTTP Proxy – The HTTP Proxy feature is available with SmartServer 4.0 and higher. 

 

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

 Storage

No longer used; available with SmartServer 3.3 and prior.
For SmartServer 3.4 and higher the Storage widget features are available through the Devices widget.

Backing up and Restoring the SmartServer

Backing up and Restoring a SmartServer to a Multiple Sites

Managing the SmartServer SD Card

Viewing SmartServer Status

 

Users

Defining Users

Managing Customer and User Accounts

 

Expand Widget button image-20250207-181322.png

Close Widget button  image-20250207-181621.png

Set Filters button image-20250207-182407.png

Select All button image-20250207-181502.png

Widget Action buttonimage-20250207-201436.png

User Action button image-20250207-203122.png

Edit button image-20250207-202141.png

Zones

No longer used; available with SmartServer 3.6 and prior.

With SmartServer 4.0 and higher, Zones widget functionality is replaced with the Planning widget.

See Defining and Using Contexts.

 

 

 

 

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