Create FTService - OPC UA Dataset

Perform the following steps to create a FTService OPC UA Dataset:
  1. Navigate to the Connections tab and select the folder where the connection is added.
  2. Click the [] icon and click [Add Dataset].
  3. The Add Dataset page displays. Provide the following details:
    • Dataset Name: Provide a unique Dataset name.
      NOTE:
      If the Dataset with the provided name already exists, an error message displays and also maintains XSS validation.
    • Connection Name: Displays the selected Connection Name.
    • Direct Query: Toggle the Direct Query option using the slider to enable Direct Query. Refer to Appendix A, “Supported Features - Direct Query and Non-Direct Query” for further details.
      • Direct Query is a mechanism to fetch the updated data directly from the data source (i.e. connector).
      • When Direct Query feature is enabled, the Storyboard data will not be stored in Elasticsearch.
    Add Dataset
  4. Verify existing tag (while installing OPC/UA server) present in OPC/UA server through InfoPlatform connector as shown in the following image:
    View Existing Tag
  5. Drag and drop the OPC/UA server tag.
    1. By default, the Child Node MaxCount is 100. Click on the dataset, and the Search data items option displays only if the dataset has the child node. User can search for the required child node.
      (OR)
    2. Click the [] icon to expand and select the child node from the list.
      NOTE:
      If user tries to drag and drop same element multiple times the “Selected data already added” message displays.
      Select Dataset
      NOTE:
      While creating a dataset with the direct query if the selected string type tag has a Boolean value the “
      <tag name>:EngineeringUnit is not supported on Y axis:
      ” error message displays.
  6. Click [Next]. The Customize Data page displays.
  7. To select the Date Range or Duration under the Date Selection section, define the time series request to generate the data. There are two types of time periods:
    • Date Range
      : Define a specific start and end time period of the request. For Example: for the selected tag, defined the details as follows:
      • Start Date: Jan/03/2023
      • Start Time: 12:00:00 AM
      • End Date: Jan/04/2023
      • End Time: 12:00:00 AM
    • Duration: Define the time period relative to current time. By default, 8 hours is selected, User can select the duration from the drop-down list.
      • Last 15 minutes
      • Last 30 minutes
      • Last 1 hour
      • Last 2 hours
      • Last 8 hours (default)
      • Last 12 hours
      • Last 24 hours
      • Last 7 days
      • Last 30 days
  8. In Modify Entities and Preview Dataset sections it displays samples as per the selected parameters.
    NOTE:
    Preview dataset page displays maximum 1000 records and columns like, Date, Value, Engineering unit, quality and hierarchy.
  9. Select the Aggregation from the drop-down list.
    • Aggregation list displays. Select an aggregation type from the drop-down. List of aggregation types:
      Average
      Cumulative Total
      Count
      Delta
      DurationBad
      DurationGood
      End
      Interpolative
      Linear
      Maximum
      MaximumActualTime
      MaxSampleAndHold
      Minimum
      MinimumActualTime
      MinimumSampleAndHold
      PercentBad
      PercentGood
      Range
      Raw
      SampleAndHold
      Standard Deviation
      Start
      Sum
      TimeAverage
      TimeAverageSampleAndHold
      Total
      TotalSampleAndHold
      Variance
      WorstQuality
    Refer to the “Glossary” section for definitions.
  10. Define the number of Sampling interval. User can define any one sample interval type:
    • Fixed number of samples: the number of intervals determined by the user.
    • Variable number of samples: the number of intervals where the user selects number of sampling intervals every [Seconds, Minutes, Hours and Days] amount of time.
  11. Select data Quality type from the drop-down list.
    • All
    • Good
    • Uncertain
    • Bad
  12. Click [Next]. The Modify Entities page displays.
    Customize Data Page
  13. Select the [Unique_ID] checkbox (by default, the date column is selected) and select the aggregation form the drop-down list.
    By default, the Source Time Zone is disabled.
    • Click the [] icon to clear all the Unique ID columns.
      Modified Entities
  14. Click [Next].
  15. The Preview Data page displays. Click [Finish].
    Preview Dataset
  16. Click [Next]. The Configure Dataset page displays.
  17. The Configure Dataset page displays. Provide the following details:
    • Data Sync Configuration
      : By default the Sync configuration is set to Full refresh (All rows will be added).
    • Data Sync Schedule
      :
      • Default
        : 30 minutes
      • Custom
        : Select the Time interval to sync data from the Schedule by drop-down list and select the duration.
      • Custom Cron Expression
        : Enables the Users to setup the data synchronization schedule based on the User defined time. For more information on the Custom Cron Expression, refer to User Guide Appendix A, “Custom Cron Expression”.
        • Specify the valid Cron expression and click [Validate].
        • The “
          Valid Cron Expression
          ” success message displays.
      NOTE:
      For any timezone, system will sync the data from the last date available in Elasticsearch. Due to any error, if the DataSource has the future timestamp, data sync will not happen.
    • Default Display Count
      : From the drop-down list (100, 1000, 10000 or All Available) select the default number of records to display for Charts using this Dataset. By default 100 records is selected.
      NOTE:
      Tested till 99999999 number of records to display on Charts.
    • Advanced Settings
      :
      • Shards And Replicas
        : Provide the required number of shards and replicas.
        NOTE:
        The default number of shards are one and the replicas are zero. The number of shards and replicas are editable only before saving the Storyboard.
      Configure Dataset
  18. Click [Finish]. The “Dataset Saved Successfully” message displays and “Create a Storyboard for this Dataset.” dialog displays.
    NOTE:
    The Dataset and the folders created are arranged in ASCII order.
    Dataset Saved
  19. If user does not want to continue with creating the Content, click [Not Now] to save the dataset.
    (OR)
    Click [Sure] to continue creating the Content. The Add Content page displays.
  20. Dataset information
    : Click the new Dataset and navigate through the tabs to view respective information:
    • Details tab
      : Displays the Dataset created information and Dataset Sync information.
    • The following details are displayed for the dataset created with Indirect query:
      • Dataset Information
        : Dataset Name, Data Source, Connection Name, Query Type, Source Time Zone, Created By, Created On, Updated By, Last Updated, Replicas, and Shards.
      • Dataset Sync Information
        : Data Sync Configuration and Data Sync Schedule.
    • The following details are displayed for the dataset created with Direct query:
      • Dataset Information
        : Dataset Name, Data Source, Connection Name, Query Type, Source Time Zone, Created By, Created On, Updated By, and Last Updated.
    • Custom Fields
      : Displays the created Custom fields for the dataset created with indirect Query only. Click [Add Custom Field] to create a new custom field.
    • Preview Dataset
      : Displays the Dataset preview for 1000 rows by default. Click the column header to apply filter to the columns or to select the columns to display on the Preview Dataset panel.
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