Add an asset

Follow this procedure to create an asset, add and configure its metadata and properties, and select and configure a property whose status will be visible in the card or table view.

To create an asset:

1. In the left pane, select Visualization > Asset Explorer.

2. From the Assets/Asset Types selector, select Assets.

3. In the toolbar, select Add Asset.

4. In the Select Type for New Asset window, select None and select Continue.

5. In the right pane, complete the following fields:

   • Asset – Enter a name to identify the asset.

   • Description – (Optional) Add a description for the asset.

6. Select the Metadata tab.

7. For each metadata to add to the asset, select Add Metadata and complete the following fields:

   • Metadata – Enter an identifier for the metadata.

   • Value – Enter the value for the metadata.

     Note: The value must match the selected type. The following date/time format is supported: MM/DD/(YY)YY hh:mm(:ss)

   • Type – Select the value type from the dropdown list.

   • UOM – If the type is Integer or Double, select the unit of measure for the value.

8. Select the Properties tab.

9. Select Add Stream References, select the stream in the Select Streams window, and then select Add.

   Selected streams and their properties are listed in the Properties tab.

   Tip: To search for streams based on the stream name, description, or the type, enter the text to search for in the Enter search query field. For more information on using this field, see Search queries.

10. If needed, modify the stream names to make them easier to identify.

11. To update the property units of measure for a stream, select Configure UOMs for the stream.

    Note: Units of measure can be set only on numeric types.

12. On the Configure UOMs page, update the property units of measure as needed and select Save.

    Note: When you select Save, any changes are immediately saved to the UOMs on the stream, regardless of any other actions you take on this asset. For example, the UOM changes to the stream are still saved even if you do not save the new asset.

13. To configure statuses for the asset, select the Status tab and select Add Status Configuration.

14. In the Select Property window, select the property that determines the asset status and select Continue.

    You can only specify one property to determine the asset status, and that property must have enumerated states, string values, or integer values.

    For integer values:

    • Up to 20 total integers can be used to define the value for the available statuses.

    • Integers can be separated by commas.

    • Integers cannot be repeated.

      Tip: You can switch to a different property by selecting the icon. Each property must be configured separately.

15. For each value listed, select the status icon to map the value to a status. To add other values, select Add Value Mapping, enter the value(s), and select the corresponding status(es).

    If the value entered does not match a value in the stream, the status displayed for the stream is Unknown.

16. To save the asset type, select Save.