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Compass 1.1 Web Interface User Guide

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Compass 1.1Web Interface

User Guide

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Welcome to Compass

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Welcome to Compass, Alerton’s operator workstation software for building automation systems.

Compass is your command and control center for facility operations — from HVAC equipment to irrigation, lighting, security, and more. Here, you can view and command site equipment and systems with unprecedented flexibility and power.

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New in CompassNew features in Compass version 1.1 include:

• Added the ability to view energy logs in the web interface and renamed Enhanced Trendlog Viewer to DataViewer.

• Embed DataViewer log widgets in graphic displays.

• More options for controlling how omnigraphics change color.

• View a list of current users and force user logout.

• Users can change their password from the web interface.

• View system activity in the web interface.

• Bug fixes and performance improvements.

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GETTING STARTED

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Getting startedThe Compass interface is made up of a header, a tool bar, the content display area, and a footer.

HeaderThe header includes branding information (a dealer logo and/or a customer logo) and the user name or the user currently logged in.

Tool barThe tool bar is a set of icons on the left side of the page. Click the icons to navigate data displays, use Compass tools, and to show or hide controls. Alarms icons on the tool bar show the number of unacknowledged alarms, acknowledged alarms, and unacknowledged alarms that have returned to normal.

Navigation tree

The navigation tree presents system zones and devices in a graphical tree. You can set up the tree to reflect system configuration in different views. For example, you could list devices by floors in a building or by network number.

Access the navigation tree by clicking the Navigation icon in the left navigation panel.

The navigation tree’s appearance is configured by entering data in a spreadsheet file on the Compass workstation. See the Compass workstation documentation for more information.

Tools menu

The Tools menu gives you access to Compass features such as schedules, trendlogs, and alarms.

NOTE The Tools menu is only available in a browser launched from a workstation.

Access the Tools menu by clicking the Tools icon in the left navigation panel.

Alarm notification

Three colored dots represent the number of alarms in three states: active unacknowledged (red), active acknowledged (yellow), and unacknowledged returned to normal (blue).

Content areaThe content area is the main working area where data displays, alarms, and trendlogs are shown. You can interact with some items on data displays. Tooltips appear when the mouse hovers over an object on the screen. They can describe the function of objects or present current data for control points.

To increase the viewable area, click the Show/Hide Controls at the bottom of the Tool bar. Click the icon again to restore the controls.

FooterThe footer area contains links to available applications such as Alarm History and DataViewer.

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About Data Displays and Templates

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Data displays give general system information and help users navigate to other displays and templates.

Data displays can present specific operating data from a device. This job is typically left to device templates and object templates, primarily as a matter of saving work. Why create 50 separate displays for similar devices when you can do the same job with a single device template?

Device templates are powerful because a single device template can present operating data from any number of similar BACnet devices.

Object templates are similar to device templates. Use them when you want to view the same properties in any number of objects.

RELATED LINKS:Navigating displays and templatesEditing displays and templates

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Navigating displays and templatesThe primary means of moving around in Compass is the navigation tree. You can also navigate by clicking buttons on data displays and templates.

RELATED LINKS:Editing displays and templatesAbout Data Displays and Templates

Navigation treeThe navigation tree shows a graphic representation of your system. It expands from the tool menu at the left of the Compass display. Click the navigation icon to open it.

The tree is created using data from a spreadsheet file on the Compass primary workstation. This file can be edited in Excel.

RELATED LINKS:Creating and editing a navigation tree

Navigation buttonsA display consists of a background and items placed on the background. Some of those items are buttons that you use to navigate between data displays.

Pushbuttons are the most common navigation aid and are labeled to indicate the display or template that will open when you click the button.

The Previous button is also common and opens the last display you viewed.

The browser back and forward buttons can also be used to navigate.

OmnigraphicsOmnigraphics have the same capabilities as navigation buttons, but can also show point values, fit irregular shapes, appear semi- or completely transparent, and change color based on the value of the associated point.

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EDITING DISPLAYS AND TEMPLATES

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Editing displays and templatesIf you started the Compass web interface from a workstation, you can initiate an editing session for the display you are currently viewing.

1. Open the display you want to edit. See Navigating displays and templates for details.

2. From the Tools menu, click Edit Current Display.

3. Use the Data Display Editor to create or change displays and templates. For detailed instructions on editing displays, see the Display Developer’s Guide or, from the Data Display Editor Help menu, click Edit Mode Help.

RELATED LINKS:Navigating displays and templatesAbout Data Displays and Templates

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Changing data on displaysWhile viewing a data display, you can change current values. Changing values requires sufficient user privileges.

1. Use the cursor to select the point value.

2. Type a new value.

3. (Optional) Type a comment in the comment field. The comment will be logged in the User Activity Log.

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CREATING AND EDITING A NAVIGATION TREE

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Creating and editing a navigation treeThe navigation tree appears at the left of data displays and provides a visual aid for navigating your system. You create navigation trees by placing a spreadsheet file in a navtree folder on the primary workstation.

1. Use a spreadsheet program like Excel to open NavTree.xlsx. The file is located in the navtree folder in the rep/job (typically C:\Alerton\Compass\<version>\<rep>\<job>\config\navtree\).

2. Type labels in the Node Label column. Use descriptive terms like “Admin Building”, “Floor 1”, and so on. Avoid using dollar signs ($) in node labels.

3. Type backslashes (\) in front of the node labels to assign hierarchy. A label with no backslash is a first-level node; a single backslash indicates a second-level node; two slashes indicate a third-level node; and so on. Each backslash will cause the node label to be indented on the navigation tree.

4. Add target displays by typing the file name of the display or template that will open when a user clicks the node. Add paths for files that are not in the current <rep>/<job>/displays folder.

Note Leaving this field blank makes the node a text-only label; nothing happens when a user clicks it.

5. For nodes that target templates, type Device Instances. When a user clicks the node, the template opens with data from the specified device.

6. Type a User Security level (0 to 10) for each node. A user must have security privileges equal to or greater than this value to open the node. For information about security levels, see the Compass Installation and Operation Guide.

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About Alarms

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Alarms monitor equipment or environments in a building and alert someone when conditions are outside the defined normal range.

There are three items at the core of any alarm in Compass:

The monitored object and property (data point) is the subject of the alarm and its status or value is watched for an alarm state. For example, the temperature in the computer lab can be defined as the monitored property.

The alarm setup (in BACnet, technically known as an event-enrollment object), which is saved in a controller. It maintains alarm parameters and watches the monitored object and property to generate an alarm. For example, the alarm setup monitors the temperature in the computer lab and generates an alarm if it rises above or falls below the desired temperature range.

The alarm handler (in BACnet, technically known as a notification-class object) determines what workstations, pagers, email accounts, and remote sites are notified when an alarm occurs and what handling instructions are sent with the alarm. For example, the alarm handler sends an alarm message to the facility manager’s operator workstation if the temperature in the computer lab is out of its defined range. The operator workstation may then email the alarm notice to an operator workstation across town or in another country.

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Alarm notificationsCompass displays the number of alarms and notifies you when new alarms occur.

NOTE: For notifications to work properly, your web browser must allow pop-ups. Also, in Mozilla Firefox the Raise or lower windows feature must be enabled. See Firefox documentation for instructions.

Alarm notifications for new alarmsThe Alarm Notifications window appears if an alarm occurs when you are working in Compass. It also appears at start-up if an alarm has occurred since Compass was closed.

Click a column heading to sort the list. Click the heading again to change the sort order (ascending or descending).

Click Acknowledge or Acknowledge All to acknowledge alarms.

To toggle audio notifications ON or OFF, click the audio icon.

Alarm notifications when working in CompassWhen Compass is running in a visible window (not minimized), it indicates active unacknowledged alarms in the browser title bar and all alarms in the left navigation area.

In the title bar at the top of the browser window the number of active, unacknowledged alarms is shown in parentheses before the title of the web page. For example, “(1)Compass - Mozilla Firefox” indicates one active unacknowledged alarm.

Left navigation area - colored dots represent the number of alarms in three states: active unacknowledged (red), active acknowledged (yellow), and unacknowledged returned to normal (blue). Clicking one of these indicators opens the Alarm History for that type of alarm.

Click a column heading to sort the list. Click the heading again to change the sort order (ascending or descending).

Click Acknowledge or Acknowledge All to acknowledge alarms.

RELATED LINKS:Viewing alarm history

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ALARM NOTIFICATIONS

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Alarm notifications when Compass is minimizedYou can configure Compass to notify you of new alarms when it is running in a minimized window. Alarm notifications will pop up as they occur. Turn notifications on or off by editing your user profile.

When you get a pop-up notification, you can view the current alarm, view other alarms, or cancel the notification.

Click a column heading to sort the list. Click the heading again to change the sort order (ascending or descending).

Click Acknowledge or Acknowledge All to acknowledge alarms.

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Viewing alarm historyAlarm History shows critical information about the alarms that have occurred in your system. You can view all alarms or specific types of alarms (for example, high limit) for the date range you specify.

RELATED LINKS:Alarm notifications

Opening alarm historyYou can open the Alarm History in one of three ways: by clicking the Alarm History button at the bottom of the screen, by clicking an alarm notification button on the Tools menu, or by clicking Go to Full Alarm History on the Alarm Notification window.

Using filter optionsClick Filter Options to expand and collapse the filter area. Filter Options lets you select alarms on these criteria:

• Time range

• Alarm status

• Monitored point (available when Alarm History is opened from a data display context menu)

Select or type the criteria you are using to filter and then click Update.

Viewing alarmsThe alarm list shows all current alarms that meet the criteria selected in Filter Options. By default, they are sorted by the date and time that they occurred. Sort the list by clicking the Date/Time or User column headings.

Navigate to additional pages in the list using the page number icons at the lower right.

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CREATING A NEW ALARM

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Creating a new alarmWhen working in the web interface on a Compass workstation, you can create new alarms using the context menu.

NOTE NOTE: The alarm handler for the new alarm must be created at a Compass workstation before you can create alarms in the web interface.

1. From a data display, right-click a point and then select Alarms.

The Point Alarms window appears.

2. Click Add Alarm.

The Add New Alarm - Select Alarm Type window appears.

3. Select the type of alarm (analog or floating limit) you want to create.

4. Select a host device.

5. Select an alarm handler. This must already be configured from a Compass workstation. You cannot create alarm handlers from the web interface.

6. Type an alarm description.

7. If you are creating a floating limit alarm, select the setpoint device, type, and instance. For example, Production AC Unit, Analog Output, 1.

8. Enter the offsets, deadband, and delay.

9. Select the notifications to send.

10. Type the messages you want to send for High Limit, Low Limit, Off Normal, Fault, and Normal conditions.

NOTE: When you configure an alarm notification to include a link, you must type “HTTP://” or “HTTPS://” at the beginning of the URL. Shortened URLs, like www.alerton.com, will not work and Compass will not provide a warning.

11. If you want to include a link in the alarm notification, select Display a link in the alarm message and then type a URL or select a data display.

12. Click Save.

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Editing alarms1. From a data display, right-click a point and then select Alarms.

The Point Alarms window appears.

2. Select an alarm and then click Edit Selected Alarm.

The Edit Alarm Configuration dialog box opens.

3. Type a description and select an alarm handler.

4. Change the alarm parameters: High Limit, Low Limit, Deadband, and Delay.

5. Select the notifications to send when an alarm occurs.

6. Type the text for High Limit, Low Limit, Off Normal, Fault, and Normal alarm messages.

7. If you want to include a link, select Display a link in the alarm message.

1. To include a URL, select URL and then type the URL.

2. To link to a display, select Workstation Display, select Display, and then select a display from the drop-down list.

3. To link to a device template, select Workstation Display, select Template, and then select a template from the drop-down list.

4. Click SAVE.

RELATED LINKS:Creating a new alarmAbout host devices

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ABOUT HOST DEVICES

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About host devicesA host device supervises, stores, and runs automation features (alarms, trendlogs, schedules, and so on).

Once automation features are created in Compass, they are downloaded to a host device where they run locally. If the connection to the operator workstation is lost, or is temporary in the first place, the host device continues to run the automation features.

Ascent Control Modules (ACMs), Global controllers (BCMs), and expandable controllers (VLXs) function as host devices. When selecting a host device, choose the one nearest to the device that hosts the relevant data point.

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About Schedules

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Use schedules to plan building operations based on the time of day, holidays, and special events.

Schedules can control zones and binary objects (ON or OFF) that support the priority-array property. A schedule set, which you assign to one or more points or zones, consists of a standard schedule, a holiday schedule, and an event schedule.

• The weekly schedule controls day-to-day zone operations.

• The holiday schedule controls days when a facility is typically unoccupied.

• The events schedule controls time periods outside normal occupied times.

The holiday schedule overrides the standard schedule, and the event schedule overrides the holiday and standard schedules within a schedule set.

RELATED LINKS:About host devices

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Editing a scheduleWhen viewing schedules from a Compass workstation, you can make changes to existing time blocks.

1. When viewing a schedule, click a time block label.

The time block editor — Set Work Week, Edit Event Timeblock, or Edit Holiday Timeblock — appears.

2. Type start and end times. Type times in hh:mm AM/PM format, for example, 12:00 PM.

3. Select the days the time block will be effective.

4. Click OK.

RELATED LINKS:Setting the work weekAdding a holidayAdding an event

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SETTING THE WORK WEEK

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Setting the work weekYou can add a weekly time block to a schedule using a web browser on a Compass workstation.

1. Right-click a point and then select Zone Schedule or Point Schedule.

2. Click Set Work Week or drag the button to the desired time slot.

The Set Work Week window appears.

3. Type start and end times. Type times in hh:mm AM/PM format, for example, 12:00 PM.

4. Select the days of the week the time block is effective.

5. Click OK.

RELATED LINKS:About SchedulesAdding a holidayAdding an event

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Adding a holidayTo set your system OFF for an entire day, add a holiday to the schedule.

1. From a display, right-click a point and then select Zone Schedule or Point Schedule.

2. Click Add Holiday or drag the button to the desired day.

The Add Holiday Timeblock window appears.

3. Click the calendar icon and select a date for the holiday. If the holiday spans multiple days, select Repeat and then select an end date.

4. Click OK.

RELATED LINKS:About SchedulesSetting the work weekAdding an event

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ADDING AN EVENT

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Adding an eventYou can add events to a schedule using a web browser on a Compass workstation.

1. Right-click a point and then select Zone Schedule or Point Schedule.

2. Click Add Event or drag the button to the desired time slot.

The Add Event Timeblock window appears.

3. Select Command ON or Command OFF.

4. Click the calendar icon and select a date for the event. If the event occurs on multiple days, select Repeat and then select an end date.

5. Select All Day or type start and end times. Type times in hh:mm AM/PM format: for example, 12:00 PM.

6. Click OK.

RELATED LINKS:About SchedulesSetting the work weekAdding a holiday

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Viewing points and zones controlled by a scheduleYou can see a list of points and zones that are controlled by a schedule.

1. From a schedule page, click See affected points and zones.

2. Click the tabs at the top of the list to see the points and zones controlled by the schedule.

RELATED LINKS:About Schedules

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DataViewer Basics

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DataViewer presents up to ten trendlogs and/or energy logs in an interactive graphical interface. Use it by setting a date and time, selecting logs, and then viewing the data in the summary and main charts.

RELATED LINKS:About host devices

Control areaUse the control area to select time frames, select logs, and load data. Once you have selected the data you want, you can collapse the control area to maximize the space available for the charts.To collapse the control area, click the arrow on the border between the areas. Click the arrow again to expand the control area.

Set Date/Time

This is where you select the time frame for the data that is retrieved and how much of that data is displayed on the charts. When the date/time range is set to Current/Current, the DataViewer refreshes data based on the shortest sample interval of all logs in view.

RELATED LINKS:Summary chart panningSetting the time frame

Select Trendlog and Energy Logs

You can select up to ten logs to display by clicking the selection button.

RELATED LINKS:Selecting logs to view

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Load Data

Once you set a time frame and select the logs you want to view, click Load Data to retrieve data from the Compass primary workstation. Use Load Data to retrieve fresh data or when you have selected different logs.

Chart areaThe chart area is where trendlog data is displayed. It is made up of a summary chart and a main chart.

Summary chart

The summary chart shows data for the entire selected date/time range. It shows only the principal trendlog or energy log and is less detailed than the main chart.

Main chart

The main chart shows a subset of the data shown on the summary chart. It is more detailed than the summary chart and can be set to show minimum and maximum values for individual logs.

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Panning and zoomingNavigate the data by panning through the summary and main charts and by zooming in on the main chart.

PanningUse the panning arrows to move backward and forward through the data. The panning buttons on the main chart will only be enabled when the main chart is zoomed in. You can also pan through data by clicking the shaded area in the summary chart and dragging it left or right.

Main chart panning

You can only pan across the main chart after you have zoomed in.When you click a panning arrow next to the main chart, DataViewer moves the selected data by 25% of the selected date/time range. Selected data is shown as a shaded area in the summary chart. When you are zoomed in, the date/time range shown in the main chart is represented as a darker shaded area within the shaded area on the summary chart.

Summary chart panning

When you click a panning arrow next to the summary chart, DataViewer moves the selected date/time range according to the view you have selected. Compass updates the Date and Time fields to indicate the date/time range being viewed. When you pan left across the summary chart, the date/time range is updated and auto refresh is disabled. When you pan to the far right of the summary chart, Compass sets the date/time range to current/current and enables auto refresh.

If you are in this view: DataViewer shifts:

2-Hour 10 minutes

Day 2 hours

Week One day

Month One week

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PANNING AND ZOOMING

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ZoomingSelect a subset of data to view by clicking and dragging in the main chart. The main chart will refresh to show the range of data selected. The axis labels on the chart will reflect the values of the zoomed view.

Horizontal zooming

Zoom in on a date/time range by clicking and dragging in the main chart to define a new date/time range.When you zoom in horizontally, the summary chart shows the zoomed-in time frame as a dark area in the context of the currently selected view.You can zoom in multiple times. To return to the

original view, double-click the main chart or click the zoom out icon.

On a touchscreen device, use standard touchscreen actions to zoom.

Vertical zooming

Zoom in on a subset of data by clicking the desired starting point and dragging your mouse up or down to the desired end point.You can zoom in multiple times. To return to the original view, double-click the main chart or click the zoom out icon. On a touchscreen device, use standard touchscreen actions to zoom.

RELATED LINKS:Trendlog basicsViewing trendlog and energy log data

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Viewing trendlog and energy log dataDataViewer shows data in two charts: the summary chart and the main chart. Trendlog/energy log data is represented on the charts by colored lines. The amount of data shown on the charts depends on which view you have selected.

RELATED LINKS:DataViewer tools

Using the summary chartThe summary chart shows data for the principal log retrieved from the Compass primary workstation. Only the principal log is represented on the summary chart.

Use the panning arrows to pan forward and back.

A shaded area on the summary chart indicates the time frame of the data shown in the main chart. You can click and drag this highlighted area to pan through data.

Using the main chartThe main chart shows a subset of the data shown on the summary chart in greater detail. You can zoom in on specific areas of the chart and then pan forward and backward through the data. All selected trendlogs are represented on the main chart

Chart range

The chart range at the top of the main chart shows the beginning and end dates and times for the data shown.

Legend

The chart legend, located below the summary chart, shows the date/time and trendlog values based on the location of the cursor in the main chart. Log names/descriptions and values are shown in their associated colors.

The legend shows blank values until the cursor moves onto the main chart. Then it shows the date/time and values as the cursor moves across the chart. Small dots appear on the lines in the main chart to indicate the date/time being shown.

When the cursor is moved off of the main chart, the legend shows the values that were shown at the time the cursor was moved off.

Using the tabular viewClick View as Table to display log data in tabular view. The table shows one column for the time stamp and one column for each selected log. You can add or remove logs.

Click a column heading to sort the data. Click the column heading again to change the sort order (ascending versus descending).

Click View as Graph to switch to graphical view.

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SELECTING LOGS TO VIEW

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Selecting logs to viewSelect a principal trendlog/energy log and, optionally, associated logs to show in the charts. Logs for which the user does not have sufficient privileges will not be shown.

Principal logThe principal trendlog/energy log will appear in the summary chart and the main chart.

To select a principal trendlog

1. Click the DataViewer icon in the footer. The Log Selection dialog box appears.

2. (Optional) Adjust the value of the Max Logs to Display field.

3. Type part of a log name or description and then click Search. Leave this field blank to retrieve all logs.

4. If the search returns more logs than the number set in the Max Logs to Display field, a message appears. Refine your search criteria or increase the value in the Max Logs to Display field.

5. If you are using a touchscreen device, tap the selector arrow to display the list of logs. Select a log and then click OK.

6. DataViewer retrieves data for the selected log and displays it in the charts. If the principal trendlog has companion logs configured in Compass, DataViewer shows up to nine of them as associated trendlogs and displays data for the first three.

Associated logsAssociated trendlogs and energy logs appear only in the main chart and can be toggled ON or OFF. Do not confuse associated logs with companion logs.

Associated logs are associated with a principal log only for the duration of the DataViewer session. To save the association, copy the URL to your clipboard using the Copy URL to Clipboard function and then save it as a bookmark.

To select associated logs

1. Click the selection button.

2. Type part of a log name or description and then click Search. You can search without typing search criteria, but this will return all logs and the list might be large. If the search returns more logs than the number set in the Max Logs to Display field, a message appears. Refine your search criteria or increase the Max Logs to Display value.

3. If you are using a touchscreen device, tap the selector arrow to display the list of logs. Select a log and then click OK. To add additional associated logs, click the selection button and either select a log from the list or perform another search.

4. Click Load Data. DataViewer retrieves data for the selected log(s) and displays it in the main chart.

5. To remove an associated log from the main chart, clear the selection check box next to it. The associated line disappears from the chart and the log name and description appear dimmed.

Changing colorsWhen DataViewer loads data, each log is represented in a different color.

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To select a new color

1. Click the colored button to the left of the log name. The Color Selection dialog box appears.

2. Select a color and then click OK.

3. Click Load Data.

Secondary Y-axisIf an associated trendlog or energy log is measured on a scale or in units different from the principal log, you can display the associated log data on a secondary Y-axis.

The secondary Y-axis appears on the right side of the main chart.To show a secondary Y-axis for an associated log, select the 2nd Y Axis check box to the right of the log description and then click Load Data. When data for a log is shown on the secondary Y-axis, a corresponding color swatch appears next to the axis. This helps you know which axis a log is shown on.

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SETTING THE TIME FRAME

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Setting the time frameUse the Time Frame area to set the date and time range for data to be retrieved and displayed. The range is shown just above the main chart. The view you select determines the beginning time for the range of data retrieved from the primary workstation.

Set to Current Date/TimeThis button sets the End Date and End Time to the present date/time on the Compass primary workstation and then retrieves data based on the view and trendlogs or energy logs selected. When the date/time range is set to the current date and time, the fields read “Current”. When displaying the current date and time, DataViewer will automatically refresh data based on the shortest sample interval of all logs in the viewer.

Select Date and TimeYou can accept the default date and time or specify a different date and/or time.

To specify a date/time, use the date and time pickers to select a date and time, and then click Load Data.

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DataViewer toolsUse the tools above the main chart to enable or disable min/max values, copy a URL, and to export data.

RELATED LINKS:Viewing trendlog and energy log data

Show Min-Max ValuesThe line that represents trendlog/energy log data on the main chart is an average value. When Show Min-Max Values is selected, the minimum and maximum values are displayed as shadows below and above the log’s line in the main chart. This is not selected by default.

Copy URL to ClipboardIf you want to link to a particular view or embed a view in a graphic display, copy the URL to your computer's clipboard. Then paste it into an email, embed it on a graphic display, or paste the URL into a web browser and bookmark it.

Click the Copy URL icon, ensure the URL is highlighted, and then click OK.

Export log dataIf you want to view log data in another program, you can export the data to a comma separated value (CSV) file that can be edited in a spreadsheet application such as Microsoft Excel. Select the logs and time frame you want to export and then click the export icon.

If you select a large data set that will take a long time to export, Compass asks you to confirm the operation. To reduce the time required to export data, select a view that will return less data.

NOTE The Export function is not available on touchscreen devices.

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FOR TOUCHSCREEN USERS

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For touchscreen usersWhen viewed on a touchscreen device, the DataViewer interface has a few differences from the PC interface:

• No tooltips: Tooltips are not supported on touchscreen devices.

• No data export: data export is not supported on mobile devices.

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About trendlogs and energy logsTrendlogs and energy logs help you troubleshoot problem areas and identify critical operating trends in your system. For example, you might log the temperature in a room to see if the system is keeping it within desired setpoints. Energy logs help you analyze energy demand and consumption.

When you set up a log at the Compass operator workstation, you instruct a host device to sample values from a property at regular intervals. You can log points from a controller other than the device that hosts the trendlog/energy log, but this will increase network traffic.

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About System Tools

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System tools help you manage Compass operation. Using these tools, users can change passwords, view system activity, and manage user sessions.

RELATED LINKS:Changing your passwordViewing system activityManaging user sessions

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CHANGING YOUR PASSWORD

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Changing your passwordChanging your password regularly helps ensure system security. Passwords are case sensitive and must be at least three but not more than 20 alphanumeric characters (no special characters).

1. Click your user ID in the upper left corner of the screen, and then select Change Password.

2. Type your current password.

3. Type your new password twice.

Compass validates your password as you type and displays a green check mark next to the field when the password meets requirements.

4. Click SAVE.

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Viewing system activityThe System Activity monitor shows events that happen in the Compass system. It shows what has changed, when it changed, and who changed it. It also shows user comments if any were entered.

1. Click the SYSTEM ACTIVITY feature button or select System Activity from a context menu on a display.

The monitor lists the most recent system events. If you opened the monitor from a context menu, the By Point field identifies the point you navigated from and only events for that point are shown.

2. If you want to see events from a particular time, enter a date/time range and then click Update. To return to default values, click Clear Filter.

Note You can show and hide the filter controls by clicking the Filter Options label.

3. Sort the list by clicking the column headings.

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MANAGING USER SESSIONS

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Managing user sessionsThe USER SESSION MANAGER helps you monitor user activity and end unneeded sessions. The list includes columns for: User (the user ID of each user logged in), Host (the IP address of the session), Idle Time (how long the user session has been idle), and Activity (the most recent actions taken by the user).

1. Click the USER SESSIONS smart button.

Compass shows a list of current user sessions.

2. Select Enable Auto Refresh to have Compass periodically load the latest user session data. To manually refresh data, click Refresh.

3. Sort the list by clicking a column heading.

4. To end a user session, select it and then click Force Logout.

Compass asks you to confirm the action.

5. Click OK.

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