The Explore page

The Explore page provides a centralized discovery experience for your industrial data. Through relationship-driven navigation and rich contextual awareness, you can navigate between assets, streams, events, documents, visualizations, and processes.

Relationship-driven views including an asset hierarchy, list, map, 3D model, and relationships knowledge graph allow you to navigate between assets, streams, events, documents, visualizations, and processes while keeping context clear.

The Explore page provides several views for exploring your data. Select a view from the toolbar at the top of the page.

List view

The List view is the default view. Select the tab for Entities, Streams, or Types.

Use the search field or apply filters to applicable columns to narrow the results.

Select an item's name to select it and clear any selected checkboxes for other items.

Hierarchy view

Select the Show hierarchy button to view and navigate your entities in a hierarchy.

Note: The hierarchy is managed through the API. Modifying it requires write access to the Knowledge Graph. See Knowledge Graph in the CONNECT developer documentation section for details.

Relationships view

The relationships panel shows an interactive knowledge graph of the relationships between connected entities, streams, and types. Select an entity or stream to explore upstream and downstream connections, clearly see dependencies, and understand how information is linked across your environment.

To open the relationships panel, select an entity, type, or stream, then select Relationships.

To view the relationships of an entity, stream, or type:

1. In the relationships panel, select the menu icon to the right of the entity's name.

2. Select the class of related items to show, and how to display them:

   • View in list: View the related items in the right-hand panel.

     Select a single item to show it on the relationships panel.

     To show multiple items from the list on the relationships panel, select them, then select Actions, then select Show on relationships.

     This option is not available for Type relationships or Entities of type.

   • Expand all: Show all the related items in this category on the relationship panel.

   • Collapse all: Collapse all the related items in this category on the relationship panel.

3. Select an item in the relationships panel to view its info.

Other menu actions

In the relationships panel, select the menu icon to the right of the entity's name. Select from:

• Expand all: Show all the related items from all categories on the relationship panel.

• Collapse all: Collapse all the related items from all categories on the relationship panel.

• Create visualization: Create a visualization based on the selected item.

Tool bar actions

Select from the following actions in the tool bar at the bottom of the relationships panel:

• Traverse back: Go back one selection in the relationships panel.

• Traverse forward: Go forward one selection in the relationships panel.

• Center: Center the view.

• Zoom: Adjust the zoom.

Map view

The map view option is available for asset entities with location data. With a valid asset selected, select Map to view it on a map.

Note: For details on the requirements for an asset to show on the map, see Data requirements for visualizations. To update this information, you must have the ability to modify asset metadata properties.

The following actions are available in the map view:

• Select layers: Select the Layers button to select which overlays and basemap to display.

• Center the map on your location: Select the Center the map on the viewer's location button.

• Center the map on the asset: Select the Center on selected asset's location button.

• Zoom: Select the zoom buttons or use the mouse wheel to zoom in or out.

• Show related assets and copy coordinates: Select the asset on the map, then select the menu button in the asset info card. The following actions are available on the menu:

  • View all available: Show all parent and child assets on the map.

  • Parent entity: Show the parent asset on the map.

  • Child entities: Show the child assets on the map.

  • Copy coordinates: Copy the coordinates of the selected asset.

3D view

The 3D view option is available for 3D model documents or asset entities with 3D models. With a valid entity selected, select 3D view to view the 3D model.

If there are selectable items in the 3D model, select them to view their details.

2D view

The 2D view option is available for 2D diagram documents or asset entities with 2D diagrams. With a valid entity selected, select 2D view to view the 2D diagram.

If there are selectable items in the 2D diagram, select them to view their details.

Right-hand panel

The right-hand panel shows details about the selected entity, stream, or type, organized into tabs.

Select the Expand panel to full width button to expand the right-hand panel. Select the Split panel to half width button to show the view panel and right-hand panel side by side.

The tabs in the panel show details about the selected item. The tabs available depend on the item selected.

For entities, the tabs are:

• Overview: The key details of the entity such as properties, a status board of linked streams, and a document viewer where linked documents are viewed.

• Info: The entity's properties.

• Contents: Visualizations linked to the entity. Choose between Card view and List view. Select a visualization to open it in a new browser tab.

• Documents: Documents linked to the entity. Select a document to view it on the relationships knowledge graph in the left panel and see it in the document viewer in the right panel.

  When a document is the selected entity, this tab shows the files included in the document.

• Related assets: Assets related to the entity. Select an asset to view it on the relationships knowledge graph. The following actions are available in the Actions menu if you have at least one asset selected:

  • Show on relationships: Show the selected items on the relationships knowledge graph.

  • Create visualization: Create a visualization with the selected items.

• Streams: Streams linked to the entity. The following actions are available in the Actions menu if you have at least one stream selected:

  • Show on relationships: Show the selected items on the relationships knowledge graph.

  • Create visualization: Create a visualization with the selected items.

  • View in trend: View the selected items on a line chart.

• Events: Events linked to the entity. Select View events for a type to see the events of that type. The following actions are available in the Actions menu if you have at least one event selected:

  • Show on relationships: Show the selected items on the relationships knowledge graph.

• Other: Other items linked to the entity. The items shown here are defined by your account administrators.

For streams, the tabs are:

• Overview: A line chart of the stream's properties.

• Info: The stream's details.

• Related assets: Assets related to the stream. Select an asset to view it on the relationships knowledge graph. The following actions are available in the Actions menu if you have at least one asset selected:

  • Show on relationships: Show the selected items on the relationships knowledge graph.

  • Create visualization: Create a visualization with the selected items.

For types, the tabs are:

• Info: The type's details.

• Properties: The type properties.

• Related types: Types related to this type. Select a type to view it on the relationships knowledge graph.

• Entities of type: Entities of this type. Select an asset to view it on the relationships knowledge graph. The following actions are available in the Actions menu if you have at least one entity selected:

  • Show on relationships: Show the selected items on the relationships knowledge graph.

Change the data store

Select the change data store icon to the right of the current data store name to choose between your available data stores.