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Flexible and PrecIse IrriGation

PlAtform to Improve FaRm Scale


Water PrOductivity

D6.4 FIGARO DSS

User Manual
Revision History

Report Version V 2.0

Due Data 20 September 2015

Dissemination Level PU
Adélio Silva
Author(s)
Pedro Galvão
Madalena Santos
Sofia Bartolomeu
Lior doron

Deliverable Lead Contractor HIDROMOD

Responsible Person Adélio Silva

Contact for query adelio@hidromod.com

DATE Version Responsible person

20 September 2015 Draft 1 Adélio Silva (HIDROMOD)

8 November 2015 Draft 2 Lior Doron (NETAFIM)

27 November 2015 Final Adélio Silva (HIDROMOD)

FIGARO Platform 2
Artifact Rationale

The FIGARO platform validation methodology is a document that specifies the methods and
approaches that should be followed to validate data and procedures in order to assure the
integrity and quality of the FIGARO platform data and FIGARO platform usage.

FIGARO platform is a business intelligence software platform supported by modelling tools


and advanced data analysis systems. FIGARO is based on HIDROMOD’s AQUASAFE and
NETAFIM’s UMANAGE Platforms. It was designed to integrate real-time data captured by
sensors (local and remote) and run periodic numerical models (scheduled at user-defined
intervals) to produce automatic reports for custom data analysis and comparisons between
model results and measured data.

Based on a Client-Server architecture and developed with a modular philosophy, FIGARO is


highly versatile, and is compatible with almost every kind of data source and model type. This
capability is a truly innovative approach, guaranteeing a safe investment since it seamlessly
adds new capabilities as needed.

FIGARO platform boosts efficiency in irrigation advising, providing real-time information and
integration with forecast and diagnostic tools. According to these concepts, FIGARO works as
an integrator for models and external data sources (including real-time data acquisition
systems):

 Advanced irrigation advising through combining data from several sources (real or
modelled).

 Modelling results in real time by integrating real-time data or other external data sources
with models, without human intervention.

 Automatic personalized scenario simulations to assess irrigation options in real time.

 Automatic reports for modelling results and/or measurements, based on predefined user
templates.

This manual provides a step-by-step guide for using FIGARO.

FIGARO Platform 3
Table of Contents

1. Introduction .................................................................................................................. 8
2. FIGARO DSS Architecture ........................................................................................... 9
2.1. General Framework ................................................................................................ 9
2.2. uManage - FIGARO UI ......................................................................................... 10
2.3. AQUASAFE - FIGARO engine.............................................................................. 12
3. Configuring FIGARO DSS .......................................................................................... 13
3.1. Setting up the FIGARO platform ........................................................................... 13
3.2. Adding a location using the location wizard .......................................................... 14
3.3. Adding irrigation blocks......................................................................................... 15
3.4. Preparing AquaCrop model to run on FIGARO DSS ............................................. 15
3.5. Locating an irrigation block on map ...................................................................... 17
3.6. Locating sensors on map ...................................................................................... 17
3.7. Allocating sensors to the irrigation blocks ............................................................. 18
3.8. Connecting a water meter to an irrigation block .................................................... 18

3.9. Uploading data to sensors .................................................................................... 19


4. Using FIGARO DSS ................................................................................................... 23
4.1. Edit and change existing FIGARO DSS ................................................................ 26

ANNEX I: uManage as FIGARO platform UI..................................................................... 27

1. Introduction ................................................................................................................ 28
1.1. Purpose of uManage ............................................................................................ 28
1.2. uManage Features ............................................................................................... 28

1.3. Application Overview ............................................................................................ 29


2. Working with uManage User Interface ........................................................................ 32
2.1. uManage User Interface ....................................................................................... 32
2.2. Ribbon Controls .................................................................................................... 34
2.2.1. Home Tab Ribbon ........................................................................................ 34
2.2.2. Properties Tab Ribbon ................................................................................. 35
2.2.3. Map Tab Ribbon .......................................................................................... 36

FIGARO Platform 4
2.2.4. Real-Time Dashboard Tab Ribbon ............................................................... 38
2.2.5. Calendar Tab Ribbon ................................................................................... 38
2.2.6. Text Document Tab Ribbon ......................................................................... 40
2.2.7. Raw Data Tab Ribbon .................................................................................. 41
2.2.8. Notifications Tab Ribbon .............................................................................. 42
2.2.9. Graph Tab Ribbon ....................................................................................... 43
2.2.10. Expression Properties Tab Ribbon ............................................................... 44
2.2.11. Radio Network Tab Ribbon .......................................................................... 44
2.2.12. Radio Monitor Tab Ribbon ........................................................................... 45
3. Explorers .................................................................................................................... 46
3.1. Information Pane .................................................................................................. 47
3.2. Help Options......................................................................................................... 48
3.3. Status Bar............................................................................................................. 48
3.4. Backstage View .................................................................................................... 49

3.5. Report Designer User Interface ............................................................................ 51


3.6. Formula Designer ................................................................................................. 52
3.7. Report Preview Pane Interface ............................................................................. 53
3.8. Report Preview Pane Toolbar ............................................................................... 53
3.9. Report Preview Pane Menus ................................................................................ 56
4. Configuring uManage ................................................................................................. 57
4.1. General Options ................................................................................................... 58
4.2. Language and Templates Options ........................................................................ 59
4.3. Backup/Restore Options ....................................................................................... 60

4.4. Navigation Options ............................................................................................... 61


4.5. Radio Data Monitoring Options ............................................................................. 61
4.6. Controllers Options ............................................................................................... 62
4.7. GPS Options ........................................................................................................ 62
4.8. Graphs Options .................................................................................................... 62
4.9. Calendar Options.................................................................................................. 63
4.10. Maps Options ....................................................................................................... 64
4.11. Notifications General Options ............................................................................... 65
4.12. Alarms .................................................................................................................. 65

FIGARO Platform 5
4.13. SMS Options ........................................................................................................ 65
4.14. Email Options ....................................................................................................... 66
4.15. Users Options ....................................................................................................... 67
4.16. Server Settings ..................................................................................................... 67
4.17. Downloads Options .............................................................................................. 68
4.18. Internet Cellular Units Options .............................................................................. 68
5. Season Management Overview.................................................................................. 70
5.1. How to Close a Season ........................................................................................ 70
5.2. How to Copy an Existing Season .......................................................................... 71
5.3. How to Create a New Empty Season.................................................................... 71
5.4. How to Show and Hide Seasons .......................................................................... 71
6. Working with Reports ................................................................................................. 72
6.1. How to Create a Report Template ........................................................................ 72
6.2. How to Edit a Report Template ............................................................................. 73

6.3. How to Delete a Report Template ......................................................................... 73


6.4. How to Create a Report ........................................................................................ 73
6.5. How to Export a Report ........................................................................................ 74
6.6. How to Email a Report .......................................................................................... 75
6.7. How to Rename a Report ..................................................................................... 75
6.8. How to Edit a Report ............................................................................................ 76
6.9. How to Delete a Report ........................................................................................ 76
7. Working with Graphs .................................................................................................. 77
7.1. How to open a graph ............................................................................................ 77

7.2. How to create a new graph ................................................................................... 79


7.3. How to create a compare graph............................................................................ 79
7.4. How to Create a Season Graph ............................................................................ 80
7.5. How to Create a Sub Season Graph..................................................................... 81
7.6. How to Modify Graph Properties ........................................................................... 82
7.7. How to Select a Data Series ................................................................................. 85
7.8. How to Zoom in and out on the Graph .................................................................. 85
7.9. How to add a note to a graph................................................................................ 86
7.10. How to hide or show data series on the graph ...................................................... 87

FIGARO Platform 6
7.11. How to hide or show thresholds on a graph .......................................................... 87
7.12. How to configure thresholds from a graph ............................................................ 88
7.13. How to Delete Data Points .................................................................................... 89
7.14. How to Hide or Show the Legend ......................................................................... 89
7.15. How to Save a Graph ........................................................................................... 90
7.16. How to Delete a Graph ......................................................................................... 90

ANNEX II: Working directly with the FIGARO platform Engine...................................... 91

1. Introduction ................................................................................................................ 92
2. AQUASAFE Server Configuration .............................................................................. 93
2.1. User Accounts ...................................................................................................... 94
2.2. User Workspaces ................................................................................................. 95
2.3. Manage Workspaces ............................................................................................ 95

2.4. Distribution Lists ................................................................................................... 95


2.5. Graphs Management ............................................................................................ 96
2.6. Systems definition ................................................................................................ 97
2.7. Monitoring Stations ............................................................................................... 98
2.8. Parameters ........................................................................................................... 99
2.9. Alarms ................................................................................................................ 100
2.10. Reports configuration.......................................................................................... 103
2.11. Reports Templates ............................................................................................. 103
2.12. Reports creation ................................................................................................. 104

2.13. Reports Publishers ............................................................................................. 107


2.14. Reports Publication ............................................................................................ 110
3. Operation menu........................................................................................................ 112
3.1. Creating a new workspace ................................................................................. 112
3.2. Add a Line Chart................................................................................................. 113

FIGARO Platform 7
1. Introduction

The objective of the FIGARO project is to significantly reduce the use of fresh water on
farm level through developing a cost-effective, precision irrigation management
platform. This platform was designed to be structured for data acquisition from
monitoring devices and forecasting tools, data interpretation, system control, and
evaluation mechanisms enabling full decision support for end users at farm scale. These
tools will be integrated with multiple state-of-the-art irrigation technologies and
strategies as well as newly adapted devices leading to further increased water
productivity. To achieve this, the FIGARO Platform is intended to provide an holistic
and structured precision irrigation system which will offer farmers flexible, crop-tailored
irrigation scheduling protocols for their specific fields taking into account spatial
variability management.

According the DOW FIGARO Platform will include an irrigation scheduler which will
recommend the optimum schedule of irrigation for the given conditions and requirements
of specified agricultural fields to the end user. It will recommend exact irrigation volume
and/or hours during the day, number of times per day, and amount of time per irrigation
session and water pressure. The irrigation scheduler will also recommend fertigation as
part of the protocol.

The irrigation protocol recommended by the platform’s Irrigation Scheduler will be based
on analysis of a plethora of information: a) data coming from a wide range of state-of-
the-art sensors, specialized devices and inputs from remote data feeds and b) based on
relevant crop growth models, c) weather information monitor, as well as d) hydraulic
information of the irrigation system from the hydraulic monitor.

The Platform also includes the possibility to use in operational mode a set of simulation
and optimization models.

FIGARO Platform 8
2. FIGARO DSS Architecture

2.1. General Framework


FIGARO DSS is being structured for data acquisition from monitoring devices and
forecasting tools, data interpretation, system control, and evaluation mechanisms
enabling full decision support for end users at farm scale. These tools will be later
integrated with multiple state-of-the-art irrigation technologies and strategies as well as
newly adapted devices leading to further increased water productivity.

FIGARO DSS follows a server-client approach in which the server must be able to
communicate with different front-ends (mobile, web and desktop). According to the
project options FIGARO DSS relies on existing AQUASAFE and uManage Platforms
which already includes part of the foreseen requirements.

uManage provides the FIGARO DSS platform interface with the user and it takes care of
the data acquisition and managing while AQUASAFE is in charge of all the tasks related
with modelling.

The communication between the two servers is fully transparent and though all the system
complexity is hidden from the users which will only have contact with the FIGARO DSS
trough the proper clients (desktop, web or mobile). A schematic view of the general
architecture is shown in Figure 1.

Figure 1: FIGARO DSS general architecture scheme

FIGARO Platform 9
2.2. uManage - FIGARO UI
uManage was developed to be the farm team's work environment for crop management
tasks. It is aimed to enable the farmer and his team to manage their crop tasks and
operations according to the following parameters:

 Growing season – Planning the season, from planting and growing until harvesting,
including the ability to archive and retrieve records of previous seasons and compare
to the new one, and use an old season as a base line plan for the new one.

 UI and system complexity – the system provides an interface for the grower at the
level he can deal with, enabling him to start using the system on a very simple and
basic level, and gradually progressing to very complex and accurate level.

 Remote access - the system uses the state-of-the-art technology to let the farm team
access data remotely using existing technology, such as web access and smart phones.

 Different users – the system supplies different interfaces to different users, starting
from the different roles in the farm team and continue through the external agronomic
advisors and Netafim's technical support team.

 Open platform – the system was built as an open platform with a well-defined
interface to other systems in order to import and export data on a regular basis.

 Affordable – the system supports the SAAS business model in order to be affordable
to clients.

uManage focuses on 3 different users:

1. The grower – could be a part of the farm team or an external advisor. This user
wishes to be able to:

 Plan the next season in the farm regarding crops, scheduling for irrigation and
fertigation, spraying and other activities

 Compare actual to plan

 See external influences, such as weather forecast, rain forecast, and system faults,
constraints, then change the plan, accordingly.

FIGARO Platform 10
2. The irrigation manager – usually is part of the irrigation team. He wishes to be able
to:

 See the status and alarms regarding the irrigation system

 Update the irrigation system according to the real world

 Optimize the usage of the irrigation system and save energy

 Predict problems that could happen to the system, such as clogging drippers or
leakages.

3. The farm manager wishes to be able to:

 Get clear reports regarding actual ver. plan, costs, expenses, needs, faults.

 Have a dashboard that gives him the immediate farm outlook

 Make decisions based on DSS modules

Tech support will be usually external. The tech support should have the ability to:
 Remotely connect to the system and see the status of each hardware component
in the field
 Update, test and fix any hardware component remotely.
 Upgrade software and firmware remotely (on the air)

As a result, uManage fulfils the following features:

a. Remote access to the infield control & monitoring system from anywhere, anytime.
The following are the main types of access:
 See the current field status (e.g. what is working now and what is not, last
irrigation values, last sensors values)
 See alarms and irregular behavior in a graphic mode
 Reset alarms and manual operation to fix problems
 Change working parameters in the machines

b. Set of reports and graphs to see the system performances and to make decisions at the
operational level, based on this data. This information is tagerted to be:
 Accurate

FIGARO Platform 11
 Shown in a user friendly way for easy understanding and insights
 Be accessed from anywhere
 Flexible – can be configured by the local user / dealer

c. Technical support tool for system diagnostic, installation, calibration and changes for
the entire support team
 Ability to configure and install the hardware in field through the system
 Ability to remotely monitor the system's technical performance and fine tune it.
 Ability to upgrade, reset and control the hardware in field remotely from the
system.

d. Long term planning environment. The grower should be able to prepare the next
season's crop management plan in the system (irrigation, fertigation, spraying) and
should be able to follow the plan during the growing season, see deviations and
correct as required

2.3. AQUASAFE - FIGARO engine


AQUASAFE is a business intelligence platform supported by modelling tools and
advanced data analysis systems. AQUASAFE is capable to integrate data (real time,
sampling, satellite, etc.) to force the models, schedule the models runs at user defined
intervals. The platform is able to produce automatic reports, issue alerts according pre-
defined conditions, provide costumed data analysis and comparisons between models
results and measured data.

AQUASAFE is based on a Client-Server architecture and it has been developed


according a completely modular philosophy. One of the relevant aspects of AQUASAFE
is its capability to easily connect to different type of models. By means of its capability
to connect to the data sources and use these data sets to automatically define initial and
boundary conditions for the models, the models are transformed from planning tools
usually operated by model experts to operation tools capable to be operated by non-model
experts. As a result it is possible to deliver not only the traditional advanced data analysis
but also to integrate the models in day-to-day operations, providing operational forecasts
of the system state, defining alerts, producing automating reports, etc.

FIGARO Platform 12
3. Configuring FIGARO DSS
The first concept that the users must be aware is that FIGARO it is not a model neither
an interface to implement models. FIGARO platform purpose is to help users to
operationalize models (schedule models runs, automatically prepare all the necessary data
to run the models, automatically analyse and format models outputs according the users
requirements and distribute the models results through different media vehicles) and get
access to different data sets in real time (field sensors, external models, satellite data,
etc.).

Once having this in mind it keeps clear that before starting working with FIGARO it is
necessary to set up the links to the required data sets and prepare the models to run. This
may be done by the users themselves using the appropriate FIGARO UI or for advanced
users, through the FIGARO engine clients or provided as a service by the FIGARO team.

Preparing a model to run implies to guarantee that a specific model (AquaCrop or other
that makes part of FIGARO DSS library) is properly calibrated and validated for the
implementation site. Linking data to the DSS may be done, preferably, trough FIGARO
client. Later on, on this document, there will be detailed how these operations are done.

So, the first task to start using FIGARO DSS is to properly prepare FIGARO UI and
engine to perform the required tasks.

3.1. Setting up the FIGARO platform


For general purpose usage of the FIGARO platform please refer to annex A – uManage
as the FIGARO DSS UI. On the first commercial version of the FIGARO DSS platform,
this section will be upgraded with the up to date UI objects, look and feel and the most
up to date features of the system. In order to run FIGARO DSS the following objects
should be defined:

1. Define a farm

2. Under the geographic tree define the irrigation blocks. The irrigation block is the
basic object for both uManage and AquaCrop and all runs are done for each irrigation
block so it should be:

FIGARO Platform 13
a. Defined under the tree

b. Located on the map (in order to get the right weather forecast)

3. Define in the system all the sensors that are intended to be made available (even if
they are not physically installed in the field already). Make sure that all of them are
properly allocated to the right irrigation block (see: How to allocate sensors to the
irrigation blocks).

4. Allocate a water meter to each irrigation block. Case the water meters don’t exist yet
in the field define a virtual water meter (see: How to define a virtual water meter).

5. Once uManage farm is defined with all irrigation blocks and each irrigation block has
its water meter and potentially other sensors and the farm has its weather station, the
uManage is ready for FIGARO DSS configuration.

3.2. Adding a location using the location wizard


To add a Location using the Location wizard:

1. Click Location Wizard in the Home tab controls. The Contact Chooser dialog
appears.
2. Select a contact using the Choose Contact dropdown list.
3. Click OK. Step 1 of the Location wizard appears.
4. Configure the Location name, zones, areas, and blocks using the fields in the
wizard.
5. Click Next. Step 2 of the Location wizard appears.
6. Configure the water source name, receiver name, crop name, and crop unit name for
the Location.
7. Click Next. Step 3 of the Location wizard appears.
8. Configure the system head for the Location using the fields in the wizard.
9. Click Next. Step 4 of the Location wizard appears.
10. Configure the blocks and irrigation settings for the Location using the fields in the
wizard.
11. Click Finish. The Location wizard closes, and the configured Location is added to
uManage.

FIGARO Platform 14
3.3. Adding irrigation blocks
To add irrigation blocks using the Irrigation Blocks wizard:
1. Click Irrigation Blocks Wizard in the Home tab controls. The Choose geo object
dialog appears.
2. Select the location in which the irrigation blocks will be located using the Choose
geo object dropdown list.
3. Click OK. Step 1 of the Irrigation Blocks wizard appears.
4. Configure the blocks and irrigation settings using the fields in the wizard.
5. Click Next. Step 2 of the Irrigation Blocks wizard appears.
6. Select a crop unit from the Crop unit name dropdown list.
7. Click Finish. The Irrigation Blocks wizard closes, and the configured irrigation
blocks are added to uManage.

3.4. Preparing AquaCrop model to run on FIGARO DSS


In order to run the AquaCrop model on the FIGARO DSS platform, the AquaCrop files
should be ready in advanced. These files should be edited with the AquaCrop
application. The required files to run the AquaCrop are the following:

 *.cli
 *.cro
 *.eto
 *.gwt
 *.irr
 *.man
 *.plu
 *.co2
 *.sol
 *.sw0
 *.tmp

It is mostly recommended to create a project (*.pro) within the AquaCrop


application and make sure all the files are correct and well defined by running the
project simulation manually.

FIGARO Platform 15
AquaCrop model runs will be managed by AQUASAFE platform but the user may upload
his own AquaCrop model trough uManage interface. In order to do this the following
steps must be followed:

1 Go to “File” section and choose “FIGARO DSS”

2 Choose the “FIGARO” tab in the ribbon

3 Choose “AquaCrop file management in the ribbon

4 Chooser the upload new template option

2 In the pop-up window that will be opened:


A - Push the “browes files” botton

B - Select the files to upload

C - Push the upload files botton

FIGARO Platform 16
3.5. Locating an irrigation block on map
 Create an irrigation block
 move to the “map” view
 choose the “map tools” tab
 push on “edit on map” button
 a new tab will be opened, “map edit” with ability to draw the selected irrigation block.
 just click with the mouse and draw the required irrigation block shape.
 you may undo the last click or clear the entire shape if you wish
 by pushing the “save” icon the new irrigation block is drawn on map.

3.6. Locating sensors on map


 Select the device to locate on map

 Follow sections 2-5 form the previous section. Click on map where you wish to
locate the required device

 Push the save button.

FIGARO Platform 17
3.7. Allocating sensors to the irrigation blocks
 For each depth, choose the right representative soil moisture

 When ended. Push the “save” button

3.8. Connecting a water meter to an irrigation block

FIGARO Platform 18
 select the right water meter by chossing it from the water meter tree

 Define the coverage % of the water meter from the entire irrigation block area (e.g. if
the water meter is on the valve, coverage = 100% but if the water meter is on one of
the laterals and there are 50 lateral within the irrigation bloc so coverage = 2%)

 Push the “save botton

3.9. Uploading data to sensors


There are two types of manual data that the user can add:

 Event: relevant for water meter (irrigation event) or rain event. This type of data
has:

- Start date and time – when the event started


- End date and time – when the event ended
- Value – quantity of water / rain

 Value: for all other manual sensors. This type of data has:

- Date and time – of the sampling


- Value – of the sampling

There are two options to upload data to a sensor: manually or trough an csv file.

FIGARO Platform 19
Adding new data manually
1. Go to the sensor that you wish to add data to it
2. Go to the “Graph” tab
3. Choose “Graph tools” main tab
4. Push on the “manual input data button to choose if you wish to add an event to a water meter
/ rain gage or manual input data to any other sensor.
5. push the “add” button to add a new manual input record
6. update start and end dates and time in a case of event or sampling date & time in cans of
regular sensor. *Comment: you can add as many record as you wish by pushing the “add”
button.
7. while finishing putting in all data / events, push the “OK” button to upload the data to the
sensor.

FIGARO Platform 20
Adding data through an .csv file

Prepare the .csv file in the right format:


A - for water meter or rain event the format is
- Start date & time:
- End date and time
- Value
B - for any other sensor the format is
- Date & time:
- Value
C - for any other sensor to put all sensors of the same data group / transmitter
together, the format is
- Date & time:
- Value 1
- Value 2
- Value 3
- Value n
In this case the order of the sensors are as shown on the screen.
Follow the order of bullets 1-4 as in the previous section adding new data manually

FIGARO Platform 21
 Check the “file has headers” in case the .csv file has header

 Push the button “import from file”. A file choose popup window will be opend

 Choose the file you wish to upload

 Push the open to upload the file. All file data will be upload into the window. You
may update the values or the dates of the file

 Push “OK” to upload the data into the FIGARO DSS.

FIGARO Platform 22
4. Using FIGARO DSS
Once all the data links and models were properly loaded into FIGARO DSS the system
may start to be used. The default access to FIGARO DSS is done trough uManage client
interface following the steps described bellow.

1 Run uManage and choose the farm.

2 Select the “File” tab

3. In the list choose “FIGARO DSS” option

4. In the screen that will be opened it will be displayed the farm tree with all irrigation
blocks that were previously defined. Please make sure the following is correct:

a. You’re on the geographic layer

b. The irrigation blocks are properly defined

5. Fill up the general parameters for the FIGARO DSS


definitions

a. Sign the “use FIGARO DSS” check box

b. Choose “AquaCrop model” (currently the only one).

c. Define simulation start date and simulation end date

d. Define the simulation run period: 1-7 days

FIGARO Platform 23
6. Drag into the empty table the irrigation blocks one by one. Once the first irrigation
block is dragged the following pop-up window will be shown, asking to fill in the
right AquaCrop files from the server.

7. Within each combo box you’ll get only the relevant options to choose from. Please
select the correct file for this irrigation block

8. After selecting all relevant files and set the season start date and end date push the
“save” button.

FIGARO Platform 24
9. When dragging in the next irrigation blocks they will automatically receive the same
definitions of the previous one. In any stage, in order to change one of the parameters
like file or dates, you can push the “edit” button in the end of the record and edit the
specific irrigation block parameters

10. After adding all required irrigation blocks push the


“Build AquaCrop project” button. This will create the
required files to run the AquaCrop as part of the
FIGARO DSS platform (which are a bit different from
the manual AquaCrop files that you created) and will
create all required objects and tasks in uManage and
Aquasafe servers.

11. In the end of the process you should see under each
irrigation block in addition to the pre-defined sensors
another data report unit with new virtual sensors. These
virtual sensors are actually a container to receive the
values from the AquaCrop runs. Based on these virtual
sensors the model results may be represented in graphs
and reports or made available to additional
manipulation and calculation or alternatively be
exported to excel for further analysis.

FIGARO Platform 25
4.1. Edit and change existing FIGARO DSS
In order to edit and change an existing FIGARO farm one must take the following steps:
1. Go to the geographic layer

2. Chose the required irrigation block


3. Go to the “details” tab
4. See the: “weather parameters”, moisture setting” and “irrigation setting”. It may be
required to scroll the scroll bar down
5. In order to edit any of the parameters expand the selected window
6. Push the “details tools” main bar and push the edit button.
7. Follow the instructions for each different sensor set

FIGARO Platform 26
ANNEX I: uManage as FIGARO platform UI

FIGARO Platform 27
1. Introduction
This section provides an introduction to using the uManage software application. It
includes the following topics:
 Application Overview
 Purpose of uManage
 uManage Features

1.1. Purpose of uManage


The purpose of the uManage software application is for the grower to be able to manage
growing units efficiently. All details about a grower’s crops can be configured, viewed,
and downloaded using uManage.

1.2. uManage Features


The uManage software application includes the following main features:

 Explorer trees – Explorer trees provide easy access to all entities in the selected layer
of the tree.
 Geographical Information System (GIS) – The uManage software application
includes a GIS which allows for navigation, graphical queries, viewing real time data.
 Documents – A grower using uManage can view data in reports, graphs, calendars,
and text documents.
 Calculations – Calculations can be configured to make the data from sensors easier
to understand.
 Season management – uManage allows for managing the seasons in which crops
grow. This allows for accurate calculations and analysis based on different seasons.
 Wizards – uManage includes a number of wizards including wizard-based mapping
of locations and irrigation blocks, adding system heads for water sources, and
selecting sensors and performing calculation on the sensor data.
 Download/upload – The download and upload feature provides the ability to store
and retrieve information in the uManage server. This enables access to the data from
multiple platforms.
 Web features – The web feature allows for viewing uManage data from a standard
web browser.
The figure below provides an illustration of the uManage features.

FIGARO Platform 28
1.3. Application Overview
Advanced irrigation solutions are used to increase the quantity and quality of crops and
make the usage of water in the field more efficient. uManage enables you to monitor and
control irrigation using a unified interface.

uManage serves as a platform for information and data sharing. Using the uManage
software application, a grower can efficiently manage tasks in the growing cycle. By
managing the field with uManage, the grower can plan, control, monitor, analyze, and
create reports about the results.

The uManage user interface is designed according to the Netafim irrigation system
solution and is based on the following layers:

 Crop layer – The Crop layer defines logical groups of growing units in the field. These
growing units are divided according to their geographical locations in the field and
the seasons in which they grow.
 Control layer – The Control layer describes the monitoring and control equipment of
the irrigation system in the field.
 Hydraulic layer – The Hydraulic layer describes the water sources and the water
quality parameters.
 Geographical layer – The Geographical layer, which is the anchor of all layers, holds
all geographical related data including the specific area, type of soil, and climate.
 Data layer – The Data layer includes all the data about the other layers.

FIGARO Platform 29
The figure below provides a schematic view of the four layers.

Crop Layer

The Crop layer defines logical groups of growing units that are managed together using
the same growing protocol during a particular season. Crops, crop units, irrigation blocks,
furrows, and plants can be added to the Crop layer in a hierarchical manner.

You can define crops for different seasons to differentiate between the seasonal
requirements of a particular crop. Irrigation blocks in the Crop layer can be mapped to
irrigation blocks in the Geographic layer for a specified time range, usually a season. This
makes it easy to manage resources while rotating crops.

Control Layer

The Control layer defines the monitoring and control equipment in the field, including
sensors, transmitters, repeaters, and receivers. Each sensor in the field is associated with
a data unit. Each transmitter is associated with a data group.

The entities in the Control layer are hierarchical and are associated with an entity in the
Geographic layer. Receivers for a specified location receive data from transmitters. If

FIGARO Platform 30
necessary, the transmitter data can pass through repeaters before reaching the receiver.
Each transmitter transmits data from its sensors.

Hydraulic Layer

The Hydraulic layer contains information about the hydraulic system and its constraints,
as well as the water sources from which the field is irrigated. It also contains water quality
information.
Note: The Hydraulic layer is not available in all systems.

Geographic Layer

The Geographic layer contains the following:

 Topographical information, including the parcelation of the land into locations, zones,
sub areas, irrigation blocks, furrows, and spots (for individual plants), the position
and coordinates of the land, the land area, and elevation information.
 Soil information, including the soil’s texture and physical properties such as lime
content, pH, EC, SAR, SP, and ESP.
 Climate information, including average precipitation, temperature, solar radiation,
etc.
Data Layer

The Data layer contains data acquired from sensors, calculations, and manually input
data. Data units are organized into data groups. There are two types of data units:

 Sensor-based data units – Contain information derived from sensors in the field.
 Virtual data units – Contain information created by performing calculations on
sensor-based data. You can define virtual data units using pre-defined templates or
by creating custom expressions. Custom expressions can be saved as templates.
Data units can have defined thresholds and alarms settings.

Data groups contain one or more data units.

FIGARO Platform 31
2. Working with uManage User Interface
This section provides an explanation of the uManage user interface and includes the
following topics:

 General overview
 Explorers
 Information Pane
 Help Options
 Status Bar
 Backstage View
 Report Designer User Interface
 Formula Designer
 Report Preview Pane Interface

2.1. uManage User Interface


The following figure shows the uManage user interface that appears when logging in to
uManage.

FIGARO Platform 32
The following table lists the main parts of the user interface with a description.
Interface Description
Component
Quick Access The Quick Access Toolbar is a toolbar to which the user can temporarily add
Toolbar controls used most frequently. When uManage is closed, the Quick Access
Toolbar is reset with the default controls.
The Quick Access Toolbar can be positioned above or below the Ribbon.
To add a control to the Quick Access Toolbar, right-click the control and
select Add to Quick Access Toolbar.
Ribbon Tabs Ribbon tabs organize the controls in the Ribbon. Ribbon tabs may appear or
disappear based on the forms opened in the Information Pane. The only tab
that always appears is the Home tab.
Note: The File tab is not a Ribbon tab. It is used to access the Backstage
view.
Ribbon The Ribbon includes groups of controls organized into tabs. These controls
are in place of menus and toolbars. When a control is not relevant to the
current state of a form, the control is grayed out and not accessible.
Explorer Tree The Explorer Tree contains a hierarchical view of all of the accessible entities
added to uManage on the layer selected using the Explorer Tabs.
Tile Pane The Tile Pane includes Explorer Trees with a hierarchical view of all of the
accessible entities on a layer based on the entity selected in the Explorer Tree.
Note: If there are no entities for a layer in the entity selected in the
Explorer Tree, the Explorer Tree for that layer is not displayed.
Note: The layer displayed in the Explorer Tree is not displayed.
Information The Information Pane contains forms with information and data about
Pane uManage entities.
Explorer Tabs Explorer tabs are used to select the layer displayed in the Explorer Tree.
Help Control The Help control provides access to this on-line help and to useful links.
Ribbon The Ribbon control provides a method for minimizing and restoring the
Control ribbon.
Status Bar The Status Bar contains a control for viewing and handling alarms and
notifications and an icon for switching the current user. When time-
consuming actions are being performed by uManage, a progress bar appears
in the Status Bar.

FIGARO Platform 33
2.2. Ribbon Controls
This section provides information on the controls in the ribbon organized by Ribbon tab
and includes the following topics:

 Home Tab Ribbon


 Properties Tab Ribbon
 Map Tab Ribbon
 Real Time Dashboard Tab Ribbon
 Calendar Tab Ribbon
 Text Document Tab Ribbon
 Raw Data Tab Ribbon
 Notifications Tab Ribbon
 Graph Tab Ribbon
 Expression Properties Tab Ribbon
 Radio Network Tab Ribbon
 Radio Monitor Tab Ribbon

2.2.1. Home Tab Ribbon


The following graphic shows the controls on the Home Ribbon tab.

The following table provides a list of the controls under the Home Ribbon tab with a
description of each control.

Control Icon Description


Opens the Contact properties form to add a contact to
uManage.
Opens a wizard for adding a new Location to uManage.
Opens a wizard for adding a new irrigation block to a location
in uManage.
Opens a wizard for adding a new system head associated with
a water source in uManage.

FIGARO Platform 34
Opens the Notifications History form.

Opens a filterable form with a list of receivers and transmitters


in uManage.
Opens a filterable form with a list of radio monitors in
uManage.
Opens a filterable form with a list of raw data transmissions
from transmitters to receivers in uManage.
Opens a new Scada View form. Scada View forms contain real-
time data from sensors.
Opens a menu for creating and editing report templates.
Opens a menu for creating a new expression template and
editing a data group template.
Opens a menu for creating and editing document templates.

2.2.2. Properties Tab Ribbon


The Properties tab of the Ribbon appears when a Property sheet is active in the
Information Pane. The following graphic shows the controls on the Properties Ribbon
tab.

The following table provides a list of the controls under the Property Ribbon tab with a
description of each control.

Control Icon Description

Saves any changes and closes the active Property sheet.

Cancels any changes and closes the active Property sheet.

Displays advanced property sub-forms in the active Property sheet.

Sends the current configuration to the uManage server. This control is


only for remote users.
Gets the configuration from the uManage server. This control is only for
remote users.

FIGARO Platform 35
2.2.3. Map Tab Ribbon
The Map tab of the Ribbon appears when a map form is active in the Information Pane.
The title of the tab for a map form is the name of the selected Location. The following
graphic shows the controls on the Map Ribbon tab.

The following table provides a list of the controls under the Map Ribbon tab with a
description of each control.

Control Icon Description

Saves all changes to the active map.

Returns the map to the last saved state. Any changes to the
active map are undone.

Clears the Map form GIS query.

Opens a menu of checkboxes for each layer in the active map.


Only checked layers are visible in the Map form.
Opens a menu with a list of layers. Locks the Map form
selection to the selected layer. Other layers on the selection are
not accessible.

Enables selecting entities on the active map with the cursor.

Enables panning the active map.

Enables selecting part of the active map to measure its area.

Enables selecting two points on the active map to measure the


distance between them.
Enables editing the active map.
Creates a schematic diagram in the Map form with all of the
entities in the current Location.
Opens the Raster Settings form in a new window.
Changes the zoom of the active map to fit in the Information
Pane.

FIGARO Platform 36
Enables selecting a discrete zoom value for the active map.

Zooms out of the active map by 10%.

Zooms in on the active map by 10%.

Opens a control that enables panning the active map and


setting the zoom of the display to fit a selected area.
Enables adding a rectangular shaped area to the active map.
Enables adding an oval shaped area to the active map.

Enables adding an irregularly shaped area to the active map.

Enables adding a pipe to the active map.

Toggles the display of a grid on the active map.

Toggles the snap-to-grid feature of areas and pipes added to


the active map.
Horizontally aligns the left edge of selected entities in the
active map.
Horizontally aligns the center of selected entities in the active
map.
Horizontally aligns the right edge of selected entities in the
active map.
Vertically aligns the top edge of selected entities in the active
map.
Vertically aligns the center of selected entities in the active
map.
Vertically aligns the top edge of selected entities in the active
map.
Changes the width of the first entity selected in the active map
to that of the second entity selected in the active map.
Changes the height of the first entity selected in the active map
to that of the second entity selected in the active map.
Changes the size of the first entity selected in the active map
to that of the second entity selected in the active map.

FIGARO Platform 37
2.2.4. Real-Time Dashboard Tab Ribbon
The Real-Time Dashboard tab of the Ribbon appears when a Scada view is active in the
Information Pane. A Scada view displays real-time sensor data selected by the user. The
following graphic shows the controls on the Real-Time Dashboard Ribbon tab.

The following table provides a list of the controls under the Real-Time Dashboard Ribbon
tab with a description of each control.

Control Icon Description

Opens the active Scada view in a new, partially transparent


window.

Opens a dialog box enabling renaming the active Scada view.

Deletes the active Scada view.

2.2.5. Calendar Tab Ribbon


The Calendar tab of the Ribbon appears when a calendar is active in the Information
Pane. The following graphic shows the controls on the Calendar Ribbon tab.

The following table provides a list of the controls under the Calendar Ribbon tab with a
description of each control.

FIGARO Platform 38
Control Icon Description

Saves changes to the active calendar.

Cancels any changes and closes the active calendar.

Opens dialog box enabling renaming the active calendar.

Toggles the state of the active calendar between private


and public. A private calendar can only be viewed on the
local machine. A public calendar can be downloaded by
anyone with access rights to documents.
Opens a form showing the properties of the active
calendar.

Adds a calendar to the active calendar view.

Navigates in the active calendar to the current day.

Opens a calendar browser for navigating in the active


calendar to a selected date.
Navigates to the day before the selected date in the active
calendar.
Navigates to the day after the selected date in the active
calendar.
Opens a dropdown list from which you can select a
background color for the active calendar.

Exports the active calendar to an ICS file.

FIGARO Platform 39
2.2.6. Text Document Tab Ribbon
The TextDocument tab of the Ribbon appears when a text document is active in the
Information Pane. The following graphic shows the controls on the TextDocument
Ribbon tab.

The following table provides a list of the controls under the TextDocument Ribbon tab
with a description of each control.

Control Icon Description

Saves changes to the active text document.

Cancels any changes and closes the active text document.

Saves the active text document as a template.

Renames the active text document.

Toggles the state of the active text document between private and
public. A private text document can only be viewed on the local
machine. A public text document can be downloaded by anyone with
access rights to documents.

Copies the selected text in the active text document to the Windows
clipboard.

Pastes the contents of the Windows clipboard to the active text


document.

Cuts the selected text in the active text document to the clipboard.

Opens a dropdown list from which you can select a font for the text
selected in the active text document.
Opens a dropdown list from which you can select a size for the text
selected in the active text document. Available sizes are 10 pt. to 18
pt. in 1 pt. increments.

FIGARO Platform 40
Opens a dropdown list from which you can select a color for the text
selected in the active text document.
Toggles the weight of the text selected in the active text document
between bold and regular.
Toggles the text selected in the active text document between italics
and regular.
Toggles the text selected in the active text document between
underlined and not underlined.

Resets the formatting of the selected text to the default.

Opens a dropdown list from which you can select a color to highlight
text selected in the active text document.

Left justifies the selected paragraphs in the active text document.

Centers the selected paragraphs in the active text document.

Right justifies the selected paragraphs in the active text document.

Fully justifies the selected paragraphs in the active text document.

Inserts a graphic into the active text document.


Supported file types include: JPEG, GIF, TIFF

Exports the active text document to a Microsoft Word document


compatible with Word 2007 and Word 2010 (DOCX).

2.2.7. Raw Data Tab Ribbon


The following graphic shows the controls on the Raw Data Ribbon tab.

The following table provides a list of the controls under the Raw Data Ribbon tab with a
description of each control.

FIGARO Platform 41
Control Icon Description

Prints the Raw Transmissions Data in the active form.

Exports the Raw Transmissions Data in the active form to a


Microsoft Excel file (XLS).

Deletes the raw data visible from memory.

Recreates irrigation events based on the data in the active form.

Recreates CSV files based on the data in the active form.

2.2.8. Notifications Tab Ribbon


The following graphic shows the controls on the Notifications Ribbon tab.

The following table provides a list of the controls under the Notifications Ribbon tab with
a description of each control.

Control Icon Description

Prints the notifications in the active pane.

Exports the notifications in the active pane to a Microsoft Excel file


(XLS).

Removes all notifications from the active pane.

Removes the selected notifications from the active pane.

FIGARO Platform 42
2.2.9. Graph Tab Ribbon
The following graphic shows the controls on the Graph Ribbon tab.

The following table provides a list of the controls under the Graph Ribbon tab with a
description of each control.

Control Icon Description

Saves and closes the active graph.

Cancels any changes and closes the active graph.

Saves the active graph to the server. The active graph remains open.

Renames the active graph.


Displays all data from the selected sensors in the active graph.
Displays only data from the last transmission of the selected sensors in
the active graph.
Opens a calendar browser for selecting the date from which data from
the selected sensors is displayed in the active graph.
Opens a dialog from which you can select the start and end dates for a
time range for which data from the selected sensors is displayed in the
active graph.

Resets the cursor to a pointer, enabling selection in the active graph.

Enables zooming in and out of the active graph using the mouse.
Toggles display of data values based on the position of the mouse along
the X axis of the active graph.
Toggles display of data points representing recorded values in the active
graph.
Opens the Add Sensor Wizard, enabling you to select sensors and
perform calculations on the data from the specified sensors. The defined
calculations appear in the active graph.

FIGARO Platform 43
2.2.10. Expression Properties Tab Ribbon

The following graphic shows the controls on the Expression Properties Ribbon tab.

The following table provides a list of the controls under the Expression Properties Ribbon
tab with a description of each control.

Control Icon Description

Saves changes to the active expression.

Cancels any changes and closes the active expression.

2.2.11. Radio Network Tab Ribbon

The following graphic shows the controls on the Radio Network Ribbon tab.

The following table provides a list of the controls under the Radio Network Ribbon tab
with a description of each control.

Control Icon Description

Prints the Radio Network topology visible in the active pane.

Exports the Radio Network topology tables in the active pane to a Microsoft
Excel file (XLS).

Resets the status of all of the transmitters listed in the active form.

FIGARO Platform 44
2.2.12. Radio Monitor Tab Ribbon

The following graphic shows the controls on the Radio Monitor Ribbon tab.

The following table provides a list of the controls under the Radio Monitor Ribbon tab
with a description of each control.

Control Icon Description

Prints the Radio Monitor table in the active pane.

Exports the Radio Monitor table in the active pane to a Microsoft Excel file
(XLS).

Deletes the visible transmission data from memory.

FIGARO Platform 45
3. Explorers
The uManage Explorers provide a hierarchical view of the entities in uManage. The
Explorers interface includes the Explorer Tree, Explorer Tabs, and the Tile Pane.

The Tile Pane displays Explorer Trees with a hierarchical view of the entities anchored
to the geographical entity selected in the Explorer Tree. The following figure shows an
example of the uManage Explorers.

In the graphic above the Geographic Explorer is displayed in the Explorer Tree. A
location called Strawfield is selected. In the Tile Pane Explorer Trees, hierarchical views
of the documents, data entities, control entities, hydraulic entities, and crop entities are
displayed. The display is limited to those items that are anchored in the Strawfield
location.

To change the Explorer displayed in the Explorer Tree, click the Explorer Tab for the
layer you want displayed in the Explorer Tree.

The Explorer Trees can be expanded and collapsed by clicking the small arrows to the
left of entities in the tree. When a geographical entity is clicked in the Explorer Tree, the

FIGARO Platform 46
Map form for the Location in which the geographical entity is located is displayed in the
Information Pane. When the root of the Explorer Tree is clicked, the Tile Pane and the
Information Pane are empty.

Right-clicking an entity in an Explorer Tree opens a contextual right-click menu.

The widths of the Explorer Tree and the Tile Pane can be changed. In addition the height
of the Explorer Tabs can be changed. If there is not enough room for all of the tabs, small
icons for the tabs that do not fit appear under the Explorer Tabs. Clicking an icon has the
same effect as clicking an Explorer Tab.

3.1. Information Pane


The Information Pane is where uManage data is displayed. The Information Pane is a
tabbed interface where multiple pages can be open simultaneously. Pages in the
Information Pane can contain one of the following types of information:

 Map form – A map of the selected Location. The Map form displays the zones, areas,
sub areas, and irrigation blocks in the Location, as well as entities anchored at the
Location. A Google Maps® image can be used in the background.
 Real-Time Dashboard – Displays real time data from sensors in the selected location.
 Property sheet – Displays the Property sheet for an uManage entity. The properties
can be edited and saved.
 Document – Displays a new or selected document and enables editing of the
document. Documents include text documents, reports, calendars, and graphs.
 Data Table – Displays a table with the type of data selected, for example, receivers
and transmitters. The tables can be filtered, printed, and exported to Excel.

FIGARO Platform 47
3.2. Help Options
The uManage Help control is at the top right of the uManage window.

It provides the following options:

 uManage Help (F1) – Opens this on-line help.


 Netafim Online – Opens Internet Explorer to the Netafim home page.
 iWish@netafim.com – Creates an empty email message, addressed to Netafim
customer service.
 Contact Us – Creates an empty email message, addressed to Netafim technical
support.
 About uManage – Opens a window displaying information about the version of
uManage you are running.
 Check For Updates – Checks the Netafim server for uManage application updates.

3.3. Status Bar


The Status Bar contains four areas as seen in the following graphic.

The Status Bar areas contain:

 Status Messages – Update status messages from the uManage server are displayed on
the left side of the Status Bar.
 Progress Bar – A progress bar is displayed in the leftmost area on the right side of the
Status Bar when time-consuming activities are being performed by uManage. This
informs you that the application is working.

FIGARO Platform 48
 Alarms/Notifications – The last alarm or notification and a summary of alarm and
notification activity are displayed in a pop-up when the mouse hovers over the
icon in the Status Bar. Double-clicking the icon opens a Notifications window.

 Log In Control – A log in control, enabling logging in to uManage as another user or


as a Guest user. The log in control displays the name of the user currently logged in
to uManage.

3.4. Backstage View


The Backstage view in uManage provides commands and tabs for performing uManage
administrative tasks. To open the Backstage view, click the File tab. The uManage
backstage view appears. The following figure shows the main parts of the backstage view.

The following table lists the main parts of the Backstage view with a description.

Interface Component Description


Tab Pane The Tab Pane includes tabs and commands.
Control Pane The Control Pane contains controls that can be used to perform a set
of related uManage tasks based on the tab selected in the Tab Pane.

FIGARO Platform 49
Secondary Control The Control Pane contains controls that can be used to perform a set
Pane of related uManage tasks based on the tab selected in the Control
Pane.
Help Control The Help control provides access to this on-line help and useful links.
For more information about the Help controls, refer to Help Options.

The Backstage view Tab Pane includes three tabs and six commands.

The following table provides a list of tabs and commands in the uManage Backstage view
with a description:

Command/Tab Description
Log as Enables changing the uManage user.
Log as Guest Enables logging in to uManage as a guest user.
Backup/Restore Opens the Backup and Restore window.
Import/Export Opens the Import/Export controls in the Backstage view Control Pane.
Power Tools Opens the Power Tools form in the Information Pane in uManage.
Options Opens the Options controls in the Backstage view Control Pane.
Check For Checks the uManage application server for updates to the application. The
Updates results are reported in the Status Bar.
Help Opens the Help controls in the Backstage view Control Pane. For more
information, refer to Help Options.
Exit Closes uManage.

In addition to the listed commands, additional commands that relate to the active form in
the Information Pane appear in the Backstage view.

FIGARO Platform 50
3.5. Report Designer User Interface
The following figure shows the Report Designer user interface.

The following table lists the main parts of the user interface with a description.

Interface Description
Component
Ribbon Tabs Ribbon tabs organize the controls in the Ribbon.
Ribbon The Ribbon includes groups of controls organized into tabs. These controls
are in place of menus and toolbars.
Tool Box The Tool Box contains controls that can be added to reports.
Report Tabs Report tabs provide access to open reports.
Report Header The report header is the area in a report for adding controls to the header.
The report header appears on every page of the report.
Report Body The report body is the area in a report for adding controls to the body of the
report.
Report Footer The report footer is the area in a report for adding controls to the footer.
The report footer appears on every page of the report.
Footer Pane The Footer Pane provides a method for adding and sorting groups and for
viewing script errors.
Status Bar The Status Bar displays information about the active element in the report.
Ribbon Control The Ribbon control provides a method for minimizing and restoring the
ribbon.
Explorer Pane The Explorer Pane provides a hierarchical view of all of the elements in the
active report and a list of fields that can be associated with a control.

FIGARO Platform 51
Property Grid The Property Grid displays detailed properties about the active element in
the report. You can edit the properties of the active element in the Property
Grid.
Zoom Control A control for zooming in and out of a report. Slide the Zoom Control left
to zoom out or right to zoom in on the report.

3.6. Formula Designer


In some forms it must be required to create a formula. The formula may be entered by
typing the formula or using the formula designer. To access the formula designer, click
the arrow next to the formula field, the formula designer appears.

To configure a formula:
1. Create a formula by adding values, operators, functions, and parameters. The formula
appears in the text area at the top of the formula designer.
To add a value, click the value in the upper left-hand area.
To add an operator, click the operator in the upper right-hand area.
To add a function, select the function from the function list in the lower left-hand area
and click Add Function or double-click the function.
To add a parameter, select the parameter from the parameter list in the lower right-
hand area and click Add Parameter or double-click the parameter.
2. To clear the formula and start again, click Clear.

FIGARO Platform 52
3. When satisfied with the formula, click OK. The formula designer closes, and the
formula appears in the formula field.

3.7. Report Preview Pane Interface


The following figure shows the Report Preview pane user interface.

The following table lists the main parts of the Report Preview pane user interface with a
description.

Interface Description
Component
Menu bar Provides access to many of the controls for working with reports.
Note: Most of the controls in the Toolbar also appear in the Toolbar.
Toolbar Provides controls for working with reports.
Report Preview Provides a preview of the report.
Status bar Displays the number of the currently displayed page in the report preview
and enables zooming in and out of the report preview.

3.8. Report Preview Pane Toolbar


The Report Preview pane includes a toolbar with controls for working with report
previews.

The following table provides a list of the controls in the Report Preview pane toolbar with
a description of each control.

FIGARO Platform 53
Icon Description
Opens the Find dialog box to enable searching the report.

Opens the Open dialog box to enable opening a saved report preview (PMX file).
Saves the active report preview to the system. The report appears in the
Documents tile in the Tile pane.
Opens the Print dialog box to enable selecting a printer, configuring printer and
printing preferences, and print the report to the selected printer.
Prints the report to the default printer.
Opens the Page Setup dialog box to enable configuring the page size, orientation,
and margins of the report.

Opens the Scaling control to enable scaling the physical size of the report when
printed.

Toggles the Hand Tool to enable panning the report pages.

Toggles the Magnifier to enable zooming in or out of the report preview quickly.

FIGARO Platform 54
Zooms out from the report preview.

Enables selecting a specific zoom value for the report preview.

Zooms in on the report preview.


Moves to the first page of the report preview.
Moves to the previous page in the report preview.
Moves to the next page in the report preview.
Moves to the last page in the report preview.
Opens the Multiple Pages control to enable changing the layout of pages in the
report preview.

Opens the Color control to enable changing the background color of the report
preview.

Opens the Watermark dialog box to enable creating a watermark for the report
preview.

Enables selecting a format to which the report preview will be exported.


Enables selecting a format to which the report preview will be exported and sent
via email.
Closes the report preview.

FIGARO Platform 55
3.9. Report Preview Pane Menus
The following table provides a list of the controls in the Report Preview pane menus with
a description of each control.

Menu Description
File
Opens the Page Setup dialog box to enable configuring the page
Page Setup
size, orientation, and margins of the report.
Opens the Print dialog box to enable selecting a printer,
Print … configuring printer and printing preferences, and print the report
to the selected printer.
Print Prints the report to the default printer.
Enables selecting a format to which the report preview will be
Export Document >
exported.
Enables selecting a format to which the report preview will be
Send via E-Mail >
exported and sent via email.
Exit Closes the report preview.
View
Page Layout
Facing Enables display of only one page at a time.

Enables display of continuously scrolled pages.


Continuous
Toolbar Toggles the display of the Toolbar.
Status Bar Toggles the display of the Status Bar.
Customize Enables customizing the Toolbar.
Background
Opens the Color control to enable changing the background
Color >
color of the report preview.
Opens the Watermark dialog box to enable creating a watermark
Watermark
for the report preview.

FIGARO Platform 56
4. Configuring uManage
uManage options are divided into the following categories:

 uManage General Options


 General – General uManage application options, including startup behavior,
local CSV file management, and logging levels
 Language and Templates – Default measurement system, system language,
interface style, and units of measurement to use for specific entities
 Backup/Restore – Backup and support package paths and automatic backup
settings
 Navigation – Tree navigation settings
 Devices
 Radio Data Monitoring – Number of days to save raw data, radio monitoring
state, and maximum number of entries
 Controllers – State of controller monitoring
 GPS – State and accuracy of GPS data acquisition
 Documents
 Graphs – Graph appearance and data settings
 Calendars – Calendar work settings and options, and time line options
 Maps – Label alignment settings and map update and synchronization settings
 Notifications
 General – Old notification removal settings
 Alarms – Alarm popup state and maximum number of alarms
 SMS – General SMS settings, SMS modem settings, and IRCU unit selection
 Email – Email server settings
 Users – Add and remove users, edit user properties, control access of new items to
users
 Communication
 Server Settings – uManage server communication settings, incoming call
schedule, web server settings
 Downloads – General download schedule and automatic download schedule
 Internet Cellular Units – General Internet Cellular Unit settings, ICU server
settings, and web proxy settings

FIGARO Platform 57
To configure uManage options click Options in the uManage Backstage view. The
Options controls appear in the Control Pane, and the General uManage options controls
appear in the Secondary Control Pane.

To configure other options, select the option category in the Control Pane. A list of
subcategories appears in the Control Pane.
1. Click the subcategory you want to view or configure. Controls, fields, and parameters
to configure the selected category of options appear in the Secondary Control Pane.
2. Configure the options.
3. Click Save Changes in the Control Pane. The configuration changes are saved.

4.1. General Options


uManage General options include the following parameters and controls.

Parameter/Control Description

Startup
Run uManage when When checked, uManage runs automatically when Windows starts.
Windows starts When cleared, uManage does not start automatically when Windows
starts.
Auto Logon User name with which to log in when running automatically.
Start uManage When checked, uManage starts in a minimized window.
minimized When cleared, uManage starts in a restored or maximized window.
Minimize To Tray When checked, uManage is minimized to the tray.
When cleared, uManage is minimized to the Task Bar.

FIGARO Platform 58
Local uManage CSV Files
Create local When checked, all transmitter data is saved in local CSV files. A CSV
uManage Grapher file is created every day for each transmitter in the system.
CSV files When cleared, transmitter data is not saved in local CSV files.
CSV type The format for the CSV file. Select uManage or Radio Manager from
the dropdown list.
To select a folder for exported CSV files. Click to open a directory
browser. Select a directory and click OK.

Keep CSV files for The number of days exported CSV files will be kept. CSV files older
x days than the specified number of days are automatically deleted.
Enter a number in the field or use the spinner.
Logging and Debugging
Log Level Select the logging level for uManage to use from the dropdown list.
Available levels include:
 Log debug information – All information is logged. This is useful
for debugging.
 Log informative information – Only information with a level of
informative or higher is logged.
 Log warn information – Only information with a level of warn or
higher is logged.
 Log error information – Only information with a level of error or
higher is logged.
 Log fatal error information only – Only information with a level of
fatal error or higher is logged.
 Don’t log anything – No information is logged

4.2. Language and Templates Options


uManage Language and Templates options include the following parameters and
controls.

Parameter/Control Description
System Defaults
Choose System Select the default measurement system to use from the dropdown list.
Available systems include:
 System Default (Imperial)
 System Default (Metric)
System Language

FIGARO Platform 59
Choose System Select the language for the uManage user interface from the dropdown
list.
User Interface Style
Choose Style Select the color scheme for the uManage user interface from the
dropdown list. When a scheme is selected, the change is immediately
reflected in the user interface. However, if the changes are not saved, the
user interface reverts to the previous color scheme.
Units of Measurement
Entity An entity for which there are measurements.
Measurement A specific measurement.
Dimension The type of data being measured.
Physical Unit The measurement unit to use for each measurement.
Select the measurement unit from the dropdown list.

4.3. Backup/Restore Options


uManage Backup/Restore options include the following parameters and controls.

Parameter/Control Description
General Backup Settings
To select a folder for backup files. Click to open a directory browser.
Backup path
Select a directory and click OK.
Support Package path To select a folder for support package files. Click to open a directory
browser. Select a directory and click OK.

Auto Backup Settings


Auto Backup When checked, uManage backup runs automatically.
When cleared, automatic backups are not run.
Backup every x days The automatic backup frequency.
Keep backups for x days The number of days automatic backups are stored.

FIGARO Platform 60
4.4. Navigation Options
uManage Navigation options include the following parameters and controls.

Parameter/Control Description
Tree navigation Settings
Show All Seasons When checked, displays all seasons on the crop layer.
When cleared, only the last season for a crop is displayed.
Show Summary Tile When checked, a summary tile appears in the Tile Pane for the
entity selected in the Explorer Tree.
When cleared, summary tiles are not displayed in the Tile Pane.
Synchronize Tree and When checked, selecting an entity in an Explorer tree the entity
Maps selections is selected in the Map form, and when an entity in a Map form the
enetity is selected in the Explorer tree.
Update entities status on When checked, the status of entities is reflected in the Explorer
trees Trees.
When cleared, the status of entities is not reflected in the Explorer
Trees.
Update status of entities The frequency of updating the Explorer Trees with entity status.
on trees every Enter a number or click the number and use the spinner.

4.5. Radio Data Monitoring Options


Radio Data Monitoring options include the following parameters and controls:

Parameter/Control Description
Raw Data
Number of days to save Raw The number of days raw data is stored. Enter a number or click
Data acquired x days the number and use the spinner.
Radio Monitor
Monitor Radio Devices When checked, radio device transmissions are monitored by
uManage for data. When cleared, radio devices are ignored by
uManage.
Maximum number of entries The maximum number of radio data entries allowed by the
on Monitor list x entries system. When the maximum number of radio data entries is
exceeded, older entries are erased to make room for the new
data.
Enter a number or click the number and use the spinner.

FIGARO Platform 61
4.6. Controllers Options
Controllers options include the following controls:

Parameter/Control Description
Controllers Manager
Start Controllers When checked, the Controllers Manager is started. When cleared,
Manager the Controllers Manager is not started.

4.7. GPS Options


GPS options include the following parameters and controls:

Parameter/Control Description
GPS data acquisition
Enabled When checked, GPS data acquisition is enabled. When cleared, GPS
data acquisition is not enabled.
Accuracy The accuracy level GPS data when acquired. Select an accuracy level
from the dropdown list.
Available accuracy levels include: Default, High

4.8. Graphs Options


The Graphs options configure the default options for new graphs.

Parameter/Control Description
Graphs Appearance Settings
Default line width The default width of lines in uManage graphs, in pixels.
Enter a number or use the spinner
Show legend at When checked, the graph legend is displayed at the selected location.
Select a location from the dropdown list. Available locations include:
Top, Bottom , Left, Right, Top Right, Top Left
When cleared, the graph legend is not displayed.
Show X gridlines When checked, gridlines on the X axis are displayed. When cleared,
gridlines on the X axis are not displayed.
Show threshold When checked, the threshold on the X axis is displayed. When
cleared, the threshold on the X axis is not displayed.

FIGARO Platform 62
Show Y gridlines When checked, gridlines on the Y axis are displayed. When cleared,
gridlines on the Y axis are not displayed.
Show threshold When checked, the threshold on the Y axis is displayed. When
cleared, the threshold on the Y axis is not displayed.
Graphs Data Settings
Always use trend When checked, data in graphs is trended using the value of the
configured Default trend point.
When cleared, data in graphs is not trended.
Default trend points The number of points to use when displaying trended graphs.
Show Last Data from When checked, data is displayed for the number of days configured
today by Show data for last x days, starting from the current date.
When cleared, data is displayed for the number of days configured by
Show data for last x days, starting from the last date on which data
was received.
Show data for last x The number of days for which data is shown. Enter a number or use
days the spinner.

4.9. Calendar Options


The Calendar options configure the default options for new calendars and calendar views.

Parameter/Control Description
Calendar Work Settings
Start time The start of the work day, as displayed in the calendar. Enter a time or
select a time from the dropdown list.
End time The end of the work day, as displayed in the calendar. Enter a time or
select a time from the dropdown list.
First day of week The first day of the work week, as displayed in the calendar. Select a
day from the dropdown list.
First day of year The first day of the work year, as displayed in the calendar. Select an
option from the dropdown list. Available options include:
 FirstDay – The first day of the calendar year, i.e. January 1
 FirstFullWeek – The first full work week of the year.
 FirstFourDayWeek – The first week of the year with at least four
work days.
Sunday – Saturday Check the days of the week that are considered work days to be
displayed in the calendar.
Calendar Options
View time line When checked, the time line is displayed at the bottom of the calendar.
When cleared, the time line is not displayed in the calendar.
Owners in view Maximum number of calendars visible in a calendar view.

FIGARO Platform 63
Time slot on The length of each time slot in the calendar. Select a length of time from
dayview the dropdown list.
Default Color The default color of headers in the calendar. Select a color from the
dropdown list.
Load appointments The maximum age of appointments to display in a calendar view. Older
older than appointments are not displayed.
Time Line Options
Interval The number of the selected interval shown in each section of the
calendar time line. Enter a number or click the number and use the
spinner.
Interval Unit The unit of each interval shown in each section of the calendar time line.
Select an interval unit from the dropdown list.
Available units include: Minutes, Hours, Days, Weeks, Months, Years

4.10.Maps Options
The Maps options configure the default options for new maps. It includes the following
parameters and controls:

Parameter/Control Description
Labels Alignment
Vertical The vertical placement of labels on maps. Select from the
dropdown list.
Available placements include: Center, Top, Bottom
Horizontal The horizontal placement of labels on maps. Select from
the dropdown list.
Available placements include: Center, left, Right
Updates and synchronization
Automatically recalculate areas When checked, the areas of the locations on the map are
after changes on map automatically recalculated after the map is edited.
When cleared, the areas of the locations on the map are not
automatically recalculated after the map is edited.
Update entities status on map The interval at which the status of entities on the map are
every x updated in seconds. Enter a number or click the number and
use the spinner.

FIGARO Platform 64
4.11.Notifications General Options
Notifications General options includes the following parameters and controls:

Parameter/Control Description
Alarms
Remove old Notifications after The number of days after which notifications are
x day(s) automatically removed from the system.

4.12.Alarms

Parameter/Control Description
Alarms
Show Alarm Popup When checked, a popup dialog appears when an alarm is triggered.
Dialogs When cleared, no popup dialog appears when an alarm is triggered.
Maximum number x The maximum number of desktop alerts to display at any one time.
alarms
Enter a number or use the spinner.

4.13.SMS Options

Parameter/Control Description
General
Sending method The method to use to send SMS messages. Select a method from the
dropdown list. Available methods: Modem, None
Send Messages A control for sending a test SMS message.
To send a test message:
4. Click Send Messages. The Send SMS dialog appears.
5. Enter a test message in the top part of the dialog.
6. Enter a name in the Name field or select the name of a user from
the dropdown list.
7. Enter the phone number in the Phone Number field.
8. Select a sending method from the Send By dropdown list.
Available methods include: Modem, IRCU
9. Enter or select an iRCU or a COM port from the iRCU/COM
field.
10. Repeat steps 3 - 6 to add additional recipients for the test message.
11. Click Send. The message is sent.
The status of each message is reported in the Status field.
When done, click Close. The Send SMS dialog closes.
Modem

FIGARO Platform 65
Serial Port The serial port used by the modem for SMS messages.
SMS Center The phone number of the SMS Center.
Number
Internet Remote Cellular Unit
Unit The IRCU to use for sending SMS messages. Select a unit from the
dropdown list.

4.14.Email Options

Parameter/Control Description
Email Server Settings
SMTP Server The IP address of the SMTP server and the port number used for
Address sending emails from uManage. Enter an IP address and port number or
use the spinner to change the port number.
Sender Email The email address of the account from which emails are sent from
Address uManage.
Username The user name of the account from which emails are sent from
uManage.
Password The password for the account from which emails are sent from
uManage.
Default Email The default subject line for emails sent from uManage.
Subject
Send Messages A control for sending a test email message.
To send a test message:
12. Click Send Messages. The Send Email dialog appears.
13. Enter a test message in the top part of the dialog.
14. Enter a name in the Name field or select the name of a user from
the dropdown list.
15. Enter an email address in the Email Address field.
16. Repeat steps 3 - 5 to add additional recipients for the test
message.
17. Click Send. The message is sent.
The status of each message is reported in the Status field.
When done, click Close. The Send Email dialog closes.

FIGARO Platform 66
4.15.Users Options

Parameter/Control Description
Add User A control for adding a new user to uManage.
Remove User A control for removing a selected user from uManage.
Properties A control for viewing the selected user’s property sheet..
Grant access to new items to When checked, by default, all users can access items added to
all users by default. uManage. When cleared, permission must be configured
explicitly or only the user adding the item can access it.

4.16.Server Settings

Parameter/Control Description
uManage Server Communication Settings
TCP The TCP port number used for all communication between the
uManage server and uManage clients.
Use Router When checked, all communication between the uManage server and
uManage clients goes through a router. When cleared, all
communication between the uManage server and uManage clients is
direct.
Router IP Address The IP address of the router used by the uManage server.
Incoming Calls When Never is selected, the download server does not respond to
Schedule download requests.
When Always is selected, the download server responds to download
requests.
Web Server Settings
Start uManage Web When checked, the uManage web server is active, enabling access to
Server uManage via a web browser. When cleared, the uManage web server
is not running.

FIGARO Platform 67
4.17.Downloads Options

Parameter/Control Description
General
Don’t perform Automatic When checked, uManage will not perform any automatic
Downloads downloads. When cleared, uManage will automatically
download the contact data selected..
Automatically close When checked, the Download dialog closes automatically
completed download dialog when the download is completed. When cleared, the Download
dialog remains open after the download is completed.
Automatic Download Schedule
Add event with contact Select a contact from the dropdown list.
Download at Enter a time at which you want the system to perform an
automatic download of the selected contact’s data. The
download is performed at the specified time every day.
Interval If you want to perform the download more frequently than once
a day, enter the interval at which you want the download
performed.

4.18.Internet Cellular Units Options

Parameter/Control Description
General
Use Internet Cellular When checked, uManage uses IRCUs in the system.
Units in the system When cleared, uManage does not use IRCUs.
Update server lists on When checked, when uManage starts, it updates the list of IRCUs
system start from the server.
When cleared, when uManage starts, it does not update the list of
IRCUs from the server.
Override System Proxy When checked, overrides the Windows Internet proxy settings.
Settings The proxy settings configured in Web Proxy Settings at the
bottom of the Internet Cellular Units options form are used
instead.
When cleared, uses the Windows Internet proxy settings.
Update Units List From A control for updating the list of IRCUs from the uManage server.
Server Click Update Units List From Server to update the list of
IRCUs.
Internet Cellular Units Server
User name The user name to use when logging in to the IRCU server.

FIGARO Platform 68
Password The password to use when logging in to the IRCU server.
Domain The domain to use when logging in to the IRCU server.
Web Proxy Settings
Address The IP address of the web server proxy.
Port The port number to use for the web server proxy.
Enter a number or use the spinner.
User name The user name to use when logging in to the web proxy server.
Password The password to use when logging in to the web proxy server.
Domain The domain to use when logging in to the web proxy server.

FIGARO Platform 69
5. Season Management Overview
uManage season management enables you to define seasons and sub seasons for crop
units. When a crop unit is defined, a default season is automatically created. You can
define a season using the Crop Unit property sheet. For more information on the Crop
You can create sub seasons for the crop unit using the Sub Season property sheet.

When a crop unit has more than one season, an extra level is added to the Crop Explorer
hierarchy with the name of the crop unit. Each season is a branch of the crop unit.

Closing a season unlinks the crop unit from the Geographic layer, enabling you to anchor
a different crop unit to the same area in the Geographic layer.

When a season is closed, all data about the crop unit and related entities is archived. The
season data and configuration is made read-only and appears in the Crop Explorer tree
grayed out.

In addition, you can view graphs for multiple seasons and sub seasons. For more
information, refer to How to Create a Season Graph and How to Create a Sub Season
Graph.

This section provides information about working with seasons and includes the following
topics:
 How to Close a Season
 How to Copy an Existing Season
 How to Create a New Empty Season
 How to Show and Hide Seasons

5.1. How to Close a Season


To close a season, right-click the active season of the crop unit in the Crop Explorer tree
and select Season Management > Close Season. The season is closed and the following
actions are performed by uManage:

 All crop unit and related data is archived and made read-only.
 The crop unit is unlinked from its position in the Geographic layer.
 The season appears grayed out in the Crop Explorer tree.

FIGARO Platform 70
5.2. How to Copy an Existing Season
You can copy a closed season. This creates a new season for the crop unit with the same
configuration as the season that was copied. To copy an existing season:
1. Right-click the season of the crop unit you want to copy in the Crop Explorer tree and
select Season Management > Copy Existing Season. The season is copied to a new,
open instance.
2. Open the property sheet for the new season of the crop unit.
3. Modify the season settings to reflect the dates of the new season for the crop unit.
Note: You cannot copy an existing season in a crop unit with an open season.

5.3. How to Create a New Empty Season


You can create a new season with no configuration for a crop unit. This is similar to
creating a new crop unit, but under an existing crop unit in the Crop Explorer Tree. To
create a new empty season:
1. Right-click a season in the crop unit in which you want to create an empty season in
the Crop Explorer tree and select Season Management > New Empty Season. A
new, empty season appears in the Crop Explorer tree.
2. Open the property sheet for the new season of the crop unit.
3. Configure the crop unit settings.

5.4. How to Show and Hide Seasons


All open seasons and the last closed season always appear in the Crop Explorer tree.
However, you can choose to show or hide other closed seasons.

To show all closed seasons for a crop unit, right-click a season in the Crop Explorer tree
and select Season Management > Show Seasons. All of the closed seasons appear in
the Crop Explorer tree.

To hide all but the last closed season, right-click a season in the Crop Explorer tree and
select Season Management > Hide Seasons. All of the closed seasons other than the last
closed season are hidden.

You can also configure uManage to show or hide all seasons for all crop units by default.

FIGARO Platform 71
6. Working with Reports
You can create reports in uManage. Reports are anchored to a geographic location and
are displayed in a tree view in the Tile Pane when the location is selected in the Explorer
Tree.

6.1. How to Create a Report Template


To create a report template:

1. In the Home tab, click Reports Manager > Create Report Template. The Report
Designer opens in a new window. For information on the Report Designer user
interface, refer to Report Designer User Interface.
2. Drag controls from the Tool Box to the position where you want them to appear in
the report template. The control appears in the Report Explorer in the Explorer
pane.
3. Modify controls using the Property Grid.
4. Use the tools provided in the ribbon to format, lay out, and align the controls.
5. Click the Field List tab in the Explorer pane. A list of fields appears in the Field
List.
6. Drag fields from the Field List onto the control where you want the results of the
field to appear in reports.
Note: Only one field can be associated with a control. If you drag more than one field
onto a control, only the last control will be displayed in the report.
7. If necessary, create groups and sorts in the Footer pane.
8. Click the Print Preview tab to view a preview of a printed report.
9. Click the HTML View tab to view a preview of a report rendered into HTML.
10. To save the report template, click Save. The Rename Document dialog appears.
11. Enter a name for the report template in the Document name field.
12. Click Ok. The report template is saved.
13. When done, close the Report Designer.

FIGARO Platform 72
6.2. How to Edit a Report Template
1. Click Reports Manager > Edit Report Template > report template > Edit in the
Home tab controls, where report template is the name of the report template you want
to edit. The selected report template opens in the Report Designer.
2. Edit the report template. For information on the Report Designer user interface, refer
to Report Designer User Interface.
3. Click Save. The report template is saved.
4. When done, close the Report Designer.

6.3. How to Delete a Report Template


1. Click Reports Manager > Edit Report Template > report template > Delete in the
Home tab controls, where document template is the name of the document template
you want to delete. A confirmation dialog box appears.
2. Click Yes. The selected report template is deleted.

6.4. How to Create a Report


1. Right-click an entity in an Explorer tree and select New Report Document From
Template > report template, where report template is the name of the report template
you want to use for the report. The Date Select From dialog box appears.
2. To limit the data in the report to specific dates:
a. Click Choose date.
b. Click the arrow next to the Start Date field. A date picker appears.
c. Navigate to the month of the start date for the report.
d. Click the day of the month for the start date of the report. The selected date
appears in the Start Date field.
e. Click the arrow next to the End Date field. A date picker appears.
f. Navigate to the month of the end date for the report.
g. Click the day of the month for the end date of the report. The selected date appears
in the End Date field.
3. Click Accept. A preview of the report based on the selected report template opens in
the Information Pane.

FIGARO Platform 73
6.5. How to Export a Report
You can export the report preview in the active Report Preview pane to the following
formats:

 PDF
 HTML
 MHT
 XLS
 XLSX
 CSV
 Text
 Image
 BMP
 EMF
 WMF
 GIF
 JPEG
 PNG
 TIFF
To export a report:

1. Click the arrow and select the format to which you want to export the report.
Or
Click File > Export Document and select the format to which you want to export the
report.
The Export Options dialog box for the selected format appears.
Note: To export the report to the last format selected in the current uManage session,
click . The Export Options dialog box for the last format selected in the current
session appears.
2. Configure the export options.
3. Click OK. The Save As dialog box appears.
4. Browse to the directory in which you want to save the exported report.
5. Change the name of the exported report in the File name field.
6. Click Save. The report is exported to the specified file in the selected format.

FIGARO Platform 74
6.6. How to Email a Report
You can email the report preview in the active Report Preview pane using your default
email application. When emailing a report, the report is exported, saved, and then
attached to a blank email message.

To email a report:

1. Click the arrow and select the format in which you want to email the report.
Or
Click File > Send via E-Mail and select the format in which you want to email the
report.
The Export Options dialog box for the selected format appears. For a list of available
formats, refer to How to Export a Report.
Note: To email the report in the last format selected in the current uManage session, click
. The Export Options dialog box for the last format selected in the current session
appears.
2. Configure the export options.
3. Click OK. The Save As dialog box appears.
4. Browse to the directory in which you want to save the exported report.
5. Change the name of the exported report in the File name field.
6. Click Save. The report is exported to the specified file in the selected format and a
blank email message opens in the default email application with the exported file
attached.

6.7. How to Rename a Report


To rename a report:

7. Right-click the report in the Documents Explorer tree in the Tile Pane and select
Rename Report. The Rename Document dialog appears.
8. Enter a new name for the report in the Document Name field.
9. Click OK. The report is renamed.

FIGARO Platform 75
6.8. How to Edit a Report
1. Right-click the report in the Documents Explorer tree in the Tile Pane and select
Open Report. The selected report appears in the Report Preview Pane.
2. Edit the report. For more information, refer to Report Preview Pane Interface.
3. Click Save. The report is saved.
Note: You can edit the look of a report, but not its contents.

6.9. How to Delete a Report


1. Right-click the report in the Documents Explorer tree in the Tile Pane and select
Delete Report. A confirmation dialog box appears.
2. Click Yes. The report is deleted.

FIGARO Platform 76
7. Working with Graphs
uManage can display graphs showing the data from data units. You can view a graph for
the data from an entire data group or for a specific data unit. You can also add data from
other data units to a graph. In addition, you can modify the graphs by adding calculations.
Note: Data series created by adding calculations in graphs are for the purpose of graph
analysis and cannot be used in other contexts.

This section provides information on working with graphs and includes the following
topics:

 How to Open a Graph


 How to Create a New Graph
 How to Create a Compare Graph
 How to Modify Graph Properties
 How to Select a Data Series
 How to Zoom in and out on the Graph
 How to Add a Note to a Graph
 How to Hide or Show Data Series on the Graph
 How to Hide or Show Thresholds on a Graph
 How to Configure Thresholds from a Graph
 How to Delete Data Points
 How to Hide or Show the Legend
 How to Save a Graph
 How to Delete a Graph

7.1. How to open a graph


To open a graph in the Information Pane:

Double-click a transmitter, sensor, data group, or data unit in an Explorer tree or


in the Map form.

Or

Right-click a transmitter in the Map form or a transmitter, sensor, data group, or


data unit in an Explorer tree and select Show Graph.

FIGARO Platform 77
The graph for the selected transmitter, sensor, data group, or data unit appears in
the Information Pane. The following figure shows an example of a graph showing
data from all sensors sent by a transmitter.

The following table lists the parts of the graph with a description.

Graph Description
Component
Title Shows the name of the graph.
Scales Each scale shows the Y axis scale for a specific data type.
Data Each line shows the data from one sensor.
Thresholds The background of the graph is shaded to indicate thresholds for the
Indication selected data series.
Time Line Shows the date and time for the X axis of the graph.
Legend Shows a colored line segment with the name of the sensor from which data
represented by the line is displayed on the graph.
The star on one of the line segments shows the sensor selected on the
graph.
Gridlines A grid overlaid on the graph to ease reading values.

FIGARO Platform 78
7.2. How to create a new graph
You can create a graph with data from selected data units, even if the selected data units
are not part of the same data group. To create a new graph:

1. Right-click the entity in which you want to create the graph and select Empty Graph.
A new empty graph appears.
2. Use the Explorer trees to browse to data groups or units.
3. Drag and drop the data groups or data units you want included in the new graph onto
the graph. The data series for the selected data groups and units appear in the graph.
4. Modify the graph properties.
5. Save the graph.

7.3. How to create a compare graph


You can create a graph with data from different data units displayed in graph layers. This
may make it easier to compare values for similar data at different locations or for different
crops. To create a compare graph:

1. Right-click the entity in which


you want to create the compare
graph and select Empty
Compare Graph. A new
empty graph appears.
2. Use the Explorer trees to
browse to data groups or units.
3. Drag and drop the data groups
or data units you want included
in the new graph onto the
graph. The data series for the
selected data groups and units appear in the graph, with each data unit on a separate
layer.
4. Modify the graph properties.
5. Save the graph.

FIGARO Platform 79
7.4. How to Create a Season Graph
Season graphs can be used to compare data from different seasons. To create a season
graph:

1. Right-click a data group associated with a crop unit that has seasons and select Show
Season Graph. A new empty graph appears in the Information Pane.
2. Drag and drop a data unit you want included in the season graph from the data group
in which the season graph was created onto the graph. The Choose Seasons to show
on graph dialog box appears.
The Choose Seasons to show on graph dialog box displays the name of the data unit
selected and a list of seasons for the crop unit.
3. Check the checkboxes next to the seasons from which you want to include data in the
season graph.
4. Click Ok. The Choose Seasons to show on graph dialog box closes, and data from
the selected seasons appears in the graph.
The season graph arranges the data so that the start of each of the selected seasons is
located at the left side of the graph.
The season graph contains
multiple scales on the X axis. The
uppermost scale shows the
number of days from the start of
each selected season. The X axis
is the length of the longest
selected season. The other scales
on the X axis show the date for
each selected season.
5. To add more data units to the
season graph, repeat steps 2 and 3.
For information on performing graph actions, refer to Working with Graphs.

FIGARO Platform 80
7.5. How to Create a Sub Season Graph
Sub season graphs can be used to compare data from different sub seasons in the same
season or from the same sub season in different seasons. To create a sub season graph:

6. Right-click a data group associated with a crop unit that has seasons and select Show
Sub Season Graph. A new empty graph appears in the Information Pane.
7. Drag and drop a data unit you want included in the season graph from the data group
in which the season graph was created onto the graph. The Choose Sub-Seasons to
show on graph dialog box appears.
The Choose Sub-Seasons to show on graph dialog box displays the name of the data
unit selected, a list of seasons for the crop unit, and a list of sub seasons in each
season.
8. Select the sub seasons you want included in the graph.
To select all sub seasons in a season, check the checkbox next to the season. All sub
seasons are selected.
To select a specific sub season in a season:
a. Click the season from which you want to select a sub season. The sub seasons for
the clicked season appear in the right pane of the Choose Sub-Seasons to show on
graph dialog box.
b. Check the checkboxes next to the sub seasons you want included in the graph.
9. Click Ok. The Choose Sub-Seasons to show on graph dialog box closes, and data
from the selected sub seasons appears in the graph.
The sub season graph arranges the data so that the start of each of the selected sub
seasons is located at the left side of the graph.
The sub season graph contains multiple scales on the X axis. The uppermost scale
shows the number of days from the start of each selected sub season. The X axis is
the length of the longest selected sub season. The other scales on the X axis show the
date for each selected sub season.
10. To add more data units to the sub season graph, repeat steps 2 - 4.
For information on performing graph actions, refer to Working with Graphs.

FIGARO Platform 81
7.6. How to Modify Graph Properties
You can modify the properties of the entire graph or for a specific data unit. To modify
graph properties:

1. Right-click an empty area in the graph and select Properties.


Or
Right-click in the legend and select Properties.
2. Configure the properties of the graph and the data unit series.
3. To reset unsaved changes in the Graph Properties dialog box, click Reset.
4. To apply changes in the Graph Properties dialog box, click Apply.
5. To cancel unsaved changes and close the Graph Properties dialog box, click Cancel.
The Graph Properties dialog box closes.
6. To apply changes and close the Graph Properties dialog box, click Save. The changes
are applied and the Graph Properties dialog box closes.
The Graph Properties dialog box appears. If you opened the Graph Properties from an
empty part of the graph, the graph properties appear. If you opened the Graph Properties
from the Legend, the data unit series properties appear.
The Graph Properties dialog box displays a tree on the left side of the dialog box. The
root of the tree is the graph name. The nodes are the data unit series included in the graph.

The following table provides a list of the parameters and controls in the Appearance tab
of the graph properties.

FIGARO Platform 82
Parameter/Control Description
Title The name of the graph. You can modify the title.
Font Enables changing the font of the title. Click Font. The Font dialog box
appears. Configure the font for the title. When done click OK. The Font
dialog box closes.
Color Enables changing the color of the title. Click the arrow next to the color.
A color picker appears. Select a color from the color picker.
Show X gridlines When checked, gridlines on the X axis appear in the grid.
When cleared, gridlines on the X axis do not appear in the grid.
Show Y gridlines When checked, gridlines on the Y axis appear in the grid.
When cleared, gridlines on the Y axis do not appear in the grid.
Show thresholds When checked, the background color of the grid reflects the configured
threshold for the active data unit.
When cleared, the background color of the grid does not reflect the
configured threshold for the active data unit.
Show thresholds When checked, threshold labels for the active data unit appear along the
labels Y axis.
When cleared, threshold labels for the active data unit do not appear.
Show legend at When checked, the Legend appears on the graph. Select a location for
the Legend from the dropdown list. Available locations include: Top,
Bottom, Left, Right, Top right, Top left
When cleared, the Legend does not appear on the graph.
Outer region Select to configure the background color of the outer region of the graph
window. The outer region is the area outside of the graph.
Inner region Select to configure the background color of the inner region of the graph
window. The outer region is the area where the graph is displayed.
Begin The starting color for the gradient of the selected region. Click the arrow
next to the color. A color picker appears. Select a color from the color
picker.
End The end color for the gradient of the selected region. Click the arrow
next to the color. A color picker appears. Select a color from the color
picker.
Date Time Format The format of the time and date along the X axis of the graph. You can
modify the Date Time Format.

FIGARO Platform 83
Dock axis when When checked, if data units with different measurement units are
multiple axes are included in the graph, scales for all units are displayed along the Y axis.
shown When cleared, only the scale for the active data unit is displayed along
the Y axis.

The following table provides a list of the parameters and controls in the Data tab of the
graph properties.

Parameter/Control Description
Show last x days The number of days for which data is displayed in the graph. Enter a
number or use the spinner.

The following table provides a list of the parameters and controls in the Appearance tab
of the data unit series properties.

Parameter/Control Description
Series color Enables changing the color of the line for the data unit series in the
graph. Click the arrow next to the color. A color picker appears. Select
a color from the color picker.
Series width Enables changing the width of the line (in pixels) for the data unit series
in the graph. Enter a number or use the spinner.
Series display text The name of the data unit series in the Legend. You can modify the title.

The following table provides a list of the parameters and controls in the Data tab of the
data unit series properties.

Parameter/Control Description
Show on chart When checked, the data unit series appears on the graph.
When cleared, the data unit series does not appear on the graph.
Trend data When checked, the data unit series is trended, smoothing out the high
and low point on the graph.
When cleared, the data unit series is not trended.
Show on right axis When checked, the scale for the data unit series is displayed on the
right side of the graph.
When cleared, the scale for the data unit series is displayed on the left
side of the graph.

FIGARO Platform 84
Use custom Y-axis When checked, the range of the scale for the data unit series goes from
scale the Minimum to the Maximum configured below.
When cleared, the range of the scale for the data unit is automatically
determined by the system.
Minimum The lowest value on the scale for the data unit series when Use custom
Y-axis scale is checked. Enter a number or use the spinner.
Maximum The highest value on the scale for the data unit series when Use custom
Y-axis scale is checked. Enter a number or use the spinner.

7.7. How to Select a Data Series


To select a data series and make it the active series, click the data series in the Legend.
The clicked series is the active series, and a star is displayed on the data series in the
Legend.

7.8. How to Zoom in and out on the Graph


To zoom in and out of the graph, click Zoom in the Graph tab ribbon controls. The zoom
mode is active.

To zoom in, scroll the mouse wheel upward. The display zooms in on the graph.

To zoom out, scroll the mouse wheel downward. The display zooms out of the graph.

To zoom in on a specific part of the graph:

1. Click and hold the left mouse button.


2. Drag the mouse to the right to select the area on which you want to zoom in.
3. Release the mouse button. The display zooms in to the selected area of the graph.
To zoom out of a specific part of the graph:

4. Click and hold the left mouse button.


5. Drag the mouse to the left to select the area from which you want to zoom out.

FIGARO Platform 85
6. Release the mouse button. The display zooms out of the selected area of the graph.

When zoomed in on the graph, a red circle appears at one end of the scroll bar for each
axis. To return to the previous zoom value along an axis, click the red circle at the end of
the scroll bar of that axis.

7.9. How to add a note to a graph


To add a note to the active data series on a graph:

1. Right-click an empty area on the graph and select Add Note To Active Series. An
empty callout appears on the graph, and the Note Editor appears.

Note: All changes made in the Note Editor are reflected immediately in the graph. However,
the changes will be discarded if they are not saved.

2. To select a background color for the note:


a. Click the arrow next to the dropdown list. A color picker appears.
b. Select the color for the note background. The color picker closes.
3. To change the position of the note on the X axis, enter a date and time in the Position
on X axis field or select a date by clicking the arrow next to the field and using the
date picker.
4. To change the position of the note on the Y axis, enter a position in the Position on Y
axis field or use the spinner.
5. Enter the text of the note in the text box at the bottom of the Note Editor.
6. Click Save. The note is saved at the specified location, and the Note Editor closes.
To edit a note:

FIGARO Platform 86
7. Right-click the note and select Edit Note. The Note Editor appears with the note’s
text and configuration.
8. Edit the configuration and/or text of the note.
9. Click Save. The modified note is saved, and the Note Editor closes.
To delete a note, right-click the note and select Delete Note. The note is deleted.
Note: There is no confirmation box when deleting a note.

7.10.How to hide or show data series on the graph


To hide a data series on the graph, right-click the data series in the Legend and select
Hide. The selected data series is not visible on the graph.

To show a hidden data series on the graph, right-click the data series in the Legend and
select Show. The selected data series appears on the graph.

You can also hide or show data series on the graph by using the Graph Properties dialog
box.

7.11.How to hide or show thresholds on a graph


The colors in the background of the graph can show the configured thresholds for the
active data series. In addition, a label describing the threshold can be displayed along the
Y axis of the graph. You can hide or show the thresholds and their labels on a graph.

To hide the thresholds for the active data series, right-click the active series in the Legend
and select Hide Thresholds. The background of the graph changes to the configured
gradient.

To show the thresholds for the active data series, right-click the active series in the
Legend and select Show Thresholds. The background of the graph changes to show the
configured thresholds.

To hide the threshold labels for the active data series, right-click the active series in the
Legend and select Hide Thresholds Labels. The threshold labels are hidden.

To show the threshold labels for the active data series, right-click the active series in the
Legend and select Show Thresholds Labels. The threshold labels appear.

FIGARO Platform 87
7.12.How to configure thresholds from a graph
You can configure the thresholds for a data unit from a graph or from the Real time Status
and Alarm Settings sub-form in the data unit’s Property Sheet.

To configure data unit thresholds from a graph:

1. Right-click a data series in the Legend and select Set Thresholds. The Thresholds
Settings dialog box for the selected data unit appears.

The Threshold Settings dialog box contains a table with thresholds.


2. Configure the thresholds in the dialog box.
3. Click Save. The threshold settings are modified, and the Threshold Settings dialog
box closes.

The following table provides a list of the parameters in the Threshold Settings dialog box
and their descriptions.

Parameter Description
Color Enables changing the color of the graph when the threshold condition is met.
Click the arrow next to the color. A color picker appears. Select a color from
the color picker.
Threshold The name of the threshold. You can modify the threshold name.
name
Under/Over The condition under which the threshold is crossed. Select Over or Under from
the dropdown list.
When Over is selected, the threshold is crossed when the data value is above
the configured Amount.
When Under is selected, the threshold is crossed when the data value is below
the configured Amount.
Amount The threshold value.

FIGARO Platform 88
Action The action taken to use when the threshold is crossed. Click the arrow next to
the field and check the actions you want to occur when the threshold is crossed.
The following actions are available:
 None – No action is taken. If None is checked, all of the other Action
checkboxes are cleared. If any of the other Action checkboxes are
checked, None is cleared.
 Background – The threshold condition is reflected in the background
color of the graph and on the Real-Time Dashboard.
 Log History – The threshold condition is noted in the notifications log as
an alarm.
 Desktop Alert – The threshold condition is reported by a popup message
on the uManage application.
 SMS – The threshold condition is reported by an SMS sent to the number
configured in the uManage options.
 Email – The threshold condition is reported by an email sent to the
address configured in the uManage options.
Active When checked, the threshold condition is active.
When cleared the threshold condition is not active.

7.13.How to Delete Data Points


1. Right-click on a data series on the graph, the data point nearest to the clicked spot
appears as a circle.
2. Select Delete Data Point. A confirmation dialog box appears.
3. Click Yes. The data point is deleted, and the graph is redrawn without the deleted data
point.

7.14.How to Hide or Show the Legend


To hide the Legend, right-click an empty area on the graph and select Hide Legend. To
show the Legend, right-click an empty area on the graph and select Show Legend.

You can also hide or show the Legend by using the Graph Properties dialog box.

FIGARO Platform 89
7.15.How to Save a Graph
You can save new and modified graphs in uManage. If you do not save a new or modified
graph, all changes to the graph are lost. To save a graph, click Save Graph. To save the
graph with a different name:

1. Click Save Graph As. The Rename Graph dialog box appears.
2. Enter a new name for the graph in the Graph Name field.
3. Click Ok. A copy of the graph is saved with the specified name.

7.16.How to Delete a Graph


1. Right-click the graph in the Documents Explorer tree and select Delete Graph. A
confirmation dialog box appears.
2. Click Yes. The graph is deleted.

FIGARO Platform 90
ANNEX II: Working directly with the FIGARO platform
Engine

FIGARO Platform 91
1. Introduction
AQUASAFE Platform is the FIGARO Platform engine. It allows to manage models and
data and it may be configured through a client. This client is composed by icons menu in
the upper right corner and a bar where the workspaces are placed (central bar at top). The
main available icons on the AQUASAFE platform are described in Table 1. The Server
Configuration menu is only available to users with administrator privileges.

Table 1: Main menus available on the FIGARO platform


Design Type of Menu

Show/Hide Workspaces List


(allows to make visible or hide the list of available workspaces)

Add Gadgets to Workspace (allows to add new functionalities to a workspace


such as map or graph views, activate alarms and reports, etc.)

Server configuration (allows to manage user accounts, create distribution lists,


create reports and alarms, add new data sources, etc. only available for accounts
with administrator privileges)

Manage Workspaces (allows to create new workspaces or modify the existing


ones)

FIGARO Platform 92
2. AQUASAFE Server Configuration
AQUASAFE Server Configuration window enables the user to manage the server
features. These features are grouped in four categories: i) Users management, ii) Base,
iii) Sources and iv) Reports. This window is accessed trough the icon in the Main
Window.

FIGARO Client. Administration Configuration Window

The Users Manager controls allow creating new accounts, attributing workspaces to
users, managing the workspaces and creating distribution lists.

The Base management controls allow access to the system configuration in terms of the
monitoring stations, parameters and models managed by the platform.

The Sources management controls of provides access to the data sources and to their
configuration including the set up of alarms and manage the disk space.

Finally the Reports management controls allow the configuration of automated reports.

FIGARO Platform 93
2.1. User Accounts
To add a new user account or manage an existing account select the appropriate option

in the Administration Controls window ( ) and fulfil the information requested on the
screen.

At this dialog it may be set or modified the username, the password, the role
(administrator, power user, user), the contacts (email and phone number), the language
(PT or EN) and the Time Zone (UTC or Local). There is also the option to block the user.

Adding a new user account

To add a new user click on the Add button. For edit or delete an existing user, point to
that user in the panel. Once it selected it will appear two buttons: one for edit (pencil)
and another for delete (cross).

FIGARO Platform 94
2.2. User Workspaces
In order to distribute workspaces by the different users select the User Workspaces
option . In this dialog it can be viewed the workspaces used by each user and remove
or attribute existing workspaces to each user. To do this select the required workspace
and use the pen on the right side to edit the permissions.

Attributing Workspaces to Users

2.3. Manage Workspaces


To edit or delete workspaces select the option Workspaces Manager . By selecting
the required Workspace it will appear on the right side the option edit (pen) and delete
(trash).

2.4. Distribution Lists


This control allows the creation of distribution lists by grouping several different users to
which specific information (reports, alerts, etc.) should be sent automatically. To create

a distribution list selected the appropriate option ( ) in the Users Controls and do the
following actions (see sequence of actions bellow):

provide a name and a description,


select the users to which you want distribute the information,
provide other contacts (beyond users) to which you want distribute the information

FIGARO Platform 95
Creating an Email Distribution List

2.5. Graphs Management


Managing graphs in FIGARO means basically to make available a set of templates that
may later be used to produce reports. This option is usually very useful if it is intended
to produce some “good looking” reports.

FIGARO Platform 96
The way to use this option is very simple. Start to create a Report Template that it is
intended to be used and load it to the AQUASAFE platform using the dialog that will be
displayed when selected the control Charts in the Users Controls section.

Load a chart template into FIGARO server

2.6. Systems definition


The System control ( )is intended to able to gather in one single server application
different network systems. If there is just one system to manage this control is not too
much relevant but if there is more than one independent systems to manage this control
assumes a great importance.

The sifferent systems can be linked in a tree format in a way that one system may have
other systems inside.

To add a new subsystem just click the pluis sign in front of an existing one. The remain
features are common to the other controls: add (pen) or delete (trash).

FIGARO Platform 97
Introducing a new system. Provide a name and a description.

2.7. Monitoring Stations

The Monitoring Stations control ( ) is intended to enable users to add or manage the
points where there is data available to manage within FIGARO. By selecting this control
a map will be displayed showing the location of the points where there is data available.
This dialog also enables the users to add new monitoring stations, import a list of
monitoring stations from a csv file or export the existent list in the same csv format or
kml format.

Monitoring Stations dialog

Case the user intends to add or edit a new Monitoring Station he/she should use the
appropriate option on the left top of the window to add or the pen icon that will appear
when pointing to the station name and fulfil the required information.

FIGARO Platform 98
Monitoring Stations required information. The sampling code is important once it is
trough this code that it is made the link to the SCADA system.

2.8. Parameters

The Parameters control ( ) has a similar purpose of the Monitoring Stations control in
this case for the Parameters recognized by the system. Similar Add, Import and Export
actions are available.

Parameters dialog

FIGARO Platform 99
For each parameter it is possible to enter a set of conversion rules for different units. This
option is very useful when importing data from different providers that may be recorded
also in different units. For example in the above shown dialog the velocity may be
imported in m/s or km/h once a rule for converting m/s in km/h was provided.

When adding a new parameter the displayed dialog presents this option allowing the user
to define any number of conversion rules.

Adding a new parameter

2.9. Alarms
Creating an Alarm basically means to define a set of rules that, if met, will fire some
action (sending a warning to the operator screen or an Email for a list of users, create a
report, etc.). The Alarms are always set upon an existing data series.

Top set up an Alarm, selected the appropriate Alarm option ( ) on the Sources controls
area.

FIGARO Platform 100


Alarms Dialog. Through this screen it is possible to modify the existing alarms or create
new ones

New Alarm definition. Start to provide a name and description.

FIGARO Platform 101


Provide the limits to trigger the alarm. Constant values or variable time values (time series) may
be used. Any number of alarm levels can be defined by repeating the process of defining a new
alarm level.

Example of an Alarm definition considering 3 different levels.

Once defined the values to which the alarm will be triggered it will be necessary to provide the
name of the time series upon which the alarm will work and the minimum time length during
which the event must persist to trigger the alarm. The objective here is to avoid false alarms due
to data spikes

FIGARO Platform 102


2.10.Reports configuration
The reporting configuration and publication process involves four phases:

1) Create a Template;
2) Define the Report content;
3) Select a publisher media;
4) Publish the Report.

The first step it will be to imported an existing template using the control Report
Template. A Template may be an empty Excel sheet for instance (it will act as a media
where to write). After loaded the template it will be necessary to create the report itself
using the control Reports. For example if the required report is an Excel file, this step
involves the definition of the row and column where the report will start to be written,
the data sources specification and the graphs location. This configuration step depends
on the type of template imported into the system.

In step 3 it will be defined the kind of media through which the Report will be published.
It may be via Email, ftp, etc..

Finally, the last step, it will be effectively publish the Report. This step involves the
definition of publishing schedule (e.g., daily, weekly, monthly, etc..) and the specification
of the users for which the report should be sent.

Then we present the most important windows in minutes step involved the creation of
your report, ie, since the template to publication.

2.11.Reports Templates
This control allows importing Excel and Word templates. A Template may be an empty
Excel sheet for instance and it will be used later to specify where to write the data, where
to put the graphics, etc..

To import a report template choose this option on the Administration Controls Window.
Selecting Add Template option it will be displayed a configuration menu that introduces
the sequence that is summarized below.

FIGARO Platform 103


Add, Edit or Delete a template

Browse the template location

2.12.Reports creation
This control is required to effectively create the Report. Itr will be here where the user
will define the data sources to use to produce it. The sequence starts with the choice of a
report template (previously imported to the system in the previous step) and follows the
sequence showed in the figures bellow:

FIGARO Platform 104


Add a new Report

Give it a Name and a Description

FIGARO Platform 105


Choose a template type

Choose an existing template

FIGARO Platform 106


Choose Time Series based on which the report will be produced

Define the Sheet and Cell where the report will start to be written. Use the format
provided in the example.

2.13.Reports Publishers
Once created the Report the next step will be to define the details of the media from where
it may be distributed (if not yet defined). Presently the options are Email, ftp or in a local

FIGARO Platform 107


folder (usually for the cases where there is no ftp or mail service available). To choose
the publisher media select the option Report Publishers on the Administration Controls
window.

Create (upper options), Edit (pen) or delete (trash) the media to publish the reports
(Folder, Email or Ftp)

Folder Option. In this case a local folder is select to store the reports. It is necessary to
define a folder location and provide a name and a description for identification purposes.

FIGARO Platform 108


Email Option. In this case it is necessary to specify the details of the mail service to use:
SMTP host, port, username and password of a user with permissions to use the service.
After creation the service may be tested by sending a test message to a test recipient.

FTP Option. In this case it is necessary to specify the details of the FTP service to use:
FTP host, folder, username and password of a user with permissions to use the service.

FIGARO Platform 109


2.14.Reports Publication
The final stage of creating a Report is to give the order to distribute it to the selected users
(Email) or put it available on the FTP or selected forder. To do this choose the publisher
media select the option Report Publications on the Administration Controls window.
Start to Add the media service to use (one of the available in the publishers previously
creted), then define a schedule to send the report the report to publish (one of those
previously created in the Reports creation option) and finally select the distribution list
(only applicable in the case of Email).

Select the publication media (in this example Email).

The scheduling may be done by time (publish the report at prescribed time intervals) or
by event (publish the report everytime a defined event occurs). In the case of a time base
publication there is the possibility to choose a continuous regular publication (for
example every day or every week at a defined time) or a fixed time publication.

The definition of the time interval between a regular publication is defined trough a Cron
Expression. This expression has a non-friendly format and in case of doubt how to use it
there is the option to use the site http://cronmaker.com/ to create it. An example of a cron
expression is for instance 0 0 12 1/2 * ? *. This means to publish a report every two days
(1/2) at 12:00. If you would like for instance to publish the report every Saturday at 11:00
it would look like as 0 0 11 ? * SAT *.

FIGARO Platform 110


You may also prescribe the time lag to include in the report both in what regards the
hindcast period and the forecast period.

Schedule the publication

Select the report to publish

Select a distribution list. Case there is not one available (as it is the case) it will be
necessary to go back to the Users controls and create a distribution list using the
Distribution Lists control.

FIGARO Platform 111


3. Operation menu
The Operation Menu it is in practice the day to day interface with the platform and it was
though to be as much simple as possible in order to provide a smooth and easy operation.

The system is based on the concept of workspaces that can be built by the user itself and
then shared among several users. By this way each user may have his/her personal
interface gathering the information in which he/she is interested.

The Operation Menu is acessed trough the icon in the Main Window and it includes
several controls that are grouped in two main groups: Data and Alarms. As the name
sugests the first group is focused in Data viewing and the second in the Alarms viewing.

The different tasks (Data or Alarm viewing) may then be grouped in workspaces that may
be visible or hidden in the main window top ribbon. To view or hide the existing

workspaces use the icon in the Main Window.

3.1. Creating a new workspace

In order to create a new workspace use the Add Gadgets option and select one of the
available options (Charts, Maps, Reports, Images, Alarms). No matter the kind of feature
is intended to be added to that workspace the process is always similar. In the following
chapters it will be shown how to add features to a workspace and than save it for later use
or to share with other users.

Available operation controls (Data and Alarms) to add features to a workspace.

FIGARO Platform 112


3.2. Add a Line Chart
When a Line Chart is asked it appears on the screen an empty chart with a tool box in the

top .

Line chart feature

The next action will be to define the data to display in this chart. To do this use the edit
(pencil) option and the following dialog will appear:

Select a time series to draw and the time span (hindcast and forecast) to represent. When
clicking select time series in the first dialog window it will open a second one listing all
the data series available to draw. Any number of time series may be selected and
represented together.

FIGARO Platform 113


Once selected the color of the different time series to represent may be changed by
clicking upon the color on the screen

The graph color or characteristics may be change at any time using the edit (pen) option

The remaining Graph features available are those accessible through the top tools bar

Zoom /fit to Show values Browse for a chart


Edit
the window as a Table template

Case you select the Show Values as a Table option a new top options bar will be available
and clicking on the second icon the values may be direcly exported in
XLS format.

FIGARO Platform 114

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