User guide: First configuration: sign-in to runtime
Configure services, data, screens and access in order.
1. Confirm endpoints and services
Use the Portal endpoint reported by the installation.
- Sign in with a management account and open Admin → System Status.
- Inspect site, version, the five runtime services, database and Redis; check the License page.
- Choose the interface language from the header. Use Access Control to maintain users and roles.
2. Create Devices and Tags
Location: Admin → Devices, Tags and Tag Diagnostics.
- Confirm the local site, create a protocol-specific Device and save. Inspect configuration application and connection state.
- Add Tags with codes, addresses and types. The full Tag code combines its Device code and Tag code.
- Add the target in Tag Diagnostics and confirm value, quality and timestamp before configuring alarms, trends, calculations or scripts.
3. Publish screens and configure access
Location: Screen Files, Menus and Access Control.
- Upload and publish the complete screen directory, retaining relative asset paths.
- Create a menu targeting the published screen, set its name, ordering and login requirement, and configure popups as needed.
- Open the screen through the runtime menu and verify display, live values, alarms, trends and permitted actions with an operator account.
- If remote capabilities are needed, connect sites and select the scope in Sites.
