Intelligent Assets User Guide

Version 1.0

Last updated - March 3, 2023

Table of Contents

Overview

This user guide introduces you to using and administering ClearBlade’s Intelligent Assets application. This overview section introduces Intelligent Assets, its use, and how data flows through the system. The rest of this document details how you can use the Intelligent Assets system for your business.

Intelligent Assets is ideal for many industries to track, monitor, control, and report on their operational activities.

ClearBlade’s Intelligent Assets

Intelligent Assets is an out-of-the-box-ready application designed to be customizable for various use cases like tracking & monitoring railcars, controlling industrial equipment, reporting machine failures, and controlling microclimate environments. The application ingests raw data and makes it interpretable. The application requires no coding to configure any use case. It can extend and integrate data directly into existing business systems. This video will give you a better understanding of Intelligent Assets.

Workflow Overview

User Monitoring Workflow

You may have view or edit privileges that allow you to look across all the instance’s defined assets and areas. This is valuable if you want to view specific equipment, see the state of an existing asset, etc.

User Rules Workflow

With monitoring readily available, it is advantageous to create rules that automatically track when certain thresholds are reached, creating or triggering an event, and taking possible actions. The rules workflow allows for automating business processes and reduces the time required to monitor the assets to only what is essential.

User Reporting Workflow

As the data from assets and areas aggregate or build up information over time and events have occurred, reports allow for sharing that information in an easily consumable way. Reports can be customized weekly or monthly to show business stakeholders what is essential.

Data Overview

One of the most potent elements of the Intelligent Assets Application is to ingest data from a wide range of connected devices, make it relevant for you, and turn it into something your systems can process.

Intelligent Assets can also communicate with field devices, sending configuration and control commands to them. Note: this requires custom configuration.

Using Intelligent Assets

Setup

Create your Intelligent Assets account.

You may also be invited to an existing instance via existing authorized users inside Intelligent Assets. You will receive this email:

1. Accept the invitation.

2. Complete your account information and set a password:

Welcome Tour

When you sign up for Intelligent Assets, there is a popup for a quick welcome tour of the solution. You can step through it, manage tour items to revisit later, or skip it altogether.

Homepage

The Intelligent Asset’s homepage has a map showing the locations of assets and areas. Assets and areas can be searched and filtered by their types. This video describes how to navigate the homepage.

You can view your assets and areas here. Here is an example:

You can search and filter for what you are looking for by using the search,

, and filter,

. You can also switch from assets to areas by

clicking the dropdown. Input the rows you want to see within the rows field.

You can specify which of your entities appear by scrolling in and out of the map. Click these buttons on the top right of the page to do so:

Once done, click Search in Bounds on the top of the map.

Click the Controls icon to see other options. You can view the map in satellite mode,

, move to your specific location on the map,

, and view the page in full screen,

.

View your entities on the map. Specific icons mark them:

You can click on an entity to see its details:

Settings

Click

on the top right of the page.

Click Settings.

You can update your profile and your preferences on this page:

Click the Security tab on the left of the page to change your password:

Click the System tab on the left of the page to view and modify the rest of your settings:

Assets

An asset is a device, equipment, or gateway to be monitored by the solution. An asset can belong to a single asset type that best matches the type’s characteristics. Click the asset to see the location and event history.

Create Asset

Click Assets,

, on the left menu.

Click the plus button,

, on the top right of the screen.

Fill out the information and click create:

Required values

Optional values

Here is an asset creation video.

View Asset

Click Assets,

, on the left menu.

Your assets display. You can search,

, or filter,

the assets you are looking for.

Here is a test asset example:

Data information is listed within the data tab:

In this example, click the attribute history icon,

, to view the attribute’s history.

History information is listed within the history tab:

As can be seen, you can switch from plots to timeline maps or tables. You can

also specify a date range and search for certain attributes.

The controls information is listed within the controls tab:

Controls allow you to interact with and perform various actions on an asset (turn

on/off a light, request logs, etc.)

The events information is listed within the events tab:

The refresh icon on the top right of the table refreshes it. The ellipsis icon allows

you to edit the table’s columns.

You can add comments within the comments tab:

You can add an image within the images tab:

Click the simulate icon,

, on the top right of the asset’s page to simulate your asset.

Areas

Areas are similar to assets but include a geofence better defining their location in cartesian (XYZ) or polar (latitude/longitude) coordinates. Like assets, areas can be configured to have multiple types and rules that run against them. This is in addition to monitoring things like temperature and movement of assets inside or outside of them.

Add Area

Click Areas,

, on the left menu.

Click the plus sign on the top right of the page to add a new area.

Fill out the information and click create:

Required values

Optional values

Here is a create area video tutorial.

View Area

Click Areas,

, on the left menu.

You can search,

, or filter,

the areas you are looking for.

Here is an example of an area that displays:

You can zoom in and out by clicking the plus and minus buttons on the top right of the map.

Click an area to view its details.

Click the controls icon,

, to view just a selected area or the map in satellite mode.

The area’s history can be seen by clicking on the history tab. This is an example of what it looks like when Plots is selected:

This is an example of what it looks like when Table is selected:

You can display the history by date range by selecting that field:

Rules

Rules allow you to define conditions that trigger events/alarms. For example, a rule could be defined to trigger an event when the internal temperature of a boiler is greater than 200 degrees. Rules can be associated with actions. An event is created when the rules engine detects the conditions of a rule are met. Upon creation of an event, an associated action can be triggered. Examples of actions are sending an email, sending an SMS message, sending data to a webhook, sending a message to Microsoft Teams, etc.

Add Rule

Click Rules,

, on the left menu.

Click the plus button on the top right of the page to add a rule.

Fill out the information and click Create:

View Rule

Click Rules,

, on the left menu.

Search or filter a rule you are looking for.

Here is an example:

You can edit, clone, or delete the rule from the icons on the top right of it:

Area Rules

These videos will show you how to navigate through the Area rules:

Creating area rules

Testing area rules

Creating state rules

Testing state rules

Events

An event is created whenever a rule’s conditions are satisfied. This can be for assets and areas. You can view historical open and closed events and the information that created them.

View Events

Click Events,

, on the left menu.

You can search and filter the events you want to view.

Here is an example of an event that displays:

You can click on links (such as rules) to view the information within them.

Reports

The reports page is used to generate insights on your data. A report code service handles the logic for formatting the data retrieved from the database. Report code services can accept a time range to apply to database queries. Schedules on the reports page are used to regularly email the reports to relevant stakeholders.

Add Report

Click Reports,

, on the left menu.

Click the plus button on the top right of the page and choose Heatmap or Advanced.

This page displays when you choose Heatmap:

Fill out the information and click Create Heatmap.

This page displays when you choose Advanced:

Fill out the information and click Schedules at the top of the page to enter schedule information:

Click Create when done entering information within the two tabs.

View Reports

Click Reports,

, on the left menu.

Search or use the filter to find the reports you are looking for.

Here is a report example:

In this example, you can update the report’s settings and click Update Heatmap.

Dashboards

Create Dashboard

Click Dashboards,

, on the left menu.

Click the plus button on the top right of the screen.

Fill out the information and click create:

View Dashboard

Click Dashboards,

, on the left menu.

Search or use the filter to find the dashboards you are looking for.

Here is a dashboard example:

Click on the Past 1 day button on the top right of the page to view information from a different time:

Specify the range and click apply:

Click the refresh button on the top right of the page,

, to refresh the dashboard.

You can specify the auto-refresh interval by clicking the arrow button next to it:

You can specify the dashboard groups by clicking the Groups dropdown:

Click on My Tab 2 to see different dashboard information.

Click the ellipsis icon on the top right of the page to delete the dashboard or view

its settings.

Device Configuration

Add Device Configuration

Click Device Config,

, on the left menu.

Click the plus icon on the top right of the screen.

Select the device type for the configuration you want to create.

Step through the configuration workflow to create and specify the required device configuration options. Here is an example configuration:

You can start from a new configuration, existing template, or uploaded file by clicking the respective button:

Choose whether to save the configuration as a template and click the next button.

In this example, click Enabled and fill out the information for the OPC UA (Unified Architecture) Connection Settings and click the next button:

You can apply the configuration to the devices on this page:

Click the save button when done.

View Device Configuration

Click Device Config,

, on the left menu.

Devices appear in the devices tab, and device config templates appear within the templates tab.

You can search for devices and templates as well as filter them.

Store

Click Store,

, on the left menu to shop for bundles and products.

Click Shop Bundles to shop for bundles or Shop Products to shop for products:

This is what the Shop Products page looks like:

You can switch to shopping for bundles by clicking bundles at the top right of the page:

You can search and filter the products you are looking for:

Click the product you want to view or purchase.

The product’s details appear:

Click Add to Cart if you want to purchase the product.

Select Go to Cart if you are ready to make your purchase:

Click Checkout when done to complete your purchase.