Configure Asset Associations

From the Configure Asset Associations page, you can search for assets to set as source or target associations for the selected asset. After searching for assets, you can add them to the list of Source Associations or to the list of Target Associations.

Important! When you search for assets, the Platform returns only those assets to which you have privileges. In addition, to access this page and add or remove associations, you must have the appropriate privileges. If you do not see assets that you believe you should be able to see or cannot take actions that you should be able to use, contact your Platform administrator.

After initially associating models and data items, any new data items for a source model must be associated with data items of a target model for them to appear in the Asset dashboards for assets of the target model. Associations are NOT created automatically for new data items.

What do you want to be able to do?

If you want to see the alarms, events, uploaded files, and data item values reported by an asset in the Asset dashboard for that asset, associations are not necessary. However, if you want to see this information in the Asset dashboard of another asset, associations allow you to set up the necessary mappings. The following topics provide a general outline of the steps you need to take for associations:

When you are ready to set up associations, refer as needed to the procedures below and to the procedures to Configure Model Associations.

Procedures from this page

From this page you can search for assets that you want to set as source or target assets for the asset whose name is shown in the title of the page. You can then set those assets as source and target for the selected asset. Once assets have been configured here, you can remove them or change their association as needed. Click the title of a procedure to display it; click the title again to hide the procedure.

To associate assets as sources or targets for the selected asset

1. In the Search for assets panel, click the Search icon ( $image\icon_search_for_models_edit_associations.gif$ ).

2. When one or more assets appear in the Asset list, click the line containing the name of an asset that you want to be a source or target for the selected asset.

3. Once you see that the check box for the asset is selected, click Add Source or Add Target, as appropriate. The name of the asset moves to the appropriate list on the right side of the page, under the appropriate list.

4. Repeat steps 2 and 3 until you have the associations for the selected asset set up as desired.

5. Click:

Save -- to save the associations and return to the View and manage assets page.

Reset -- to restore the original Source and Target settings for the selected asset and leave this page open.

Cancel -- to discard your changes and return to the View and manage assets page.

To remove the associations for the selected asset

1. In the Source Associations or Target Associations list, click the line containing the name of an asset that you want to remove from association with the selected asset.

2. Once you see that the check box for the asset is selected, click Remove. The name of the asset moves to the Asset list on the left side of the page.

3. Click:

Save -- to save the changes and return to the View and manage assets page.

Reset -- to restore the original Source and Target settings for the selected asset and leave this page open.

Cancel -- to discard your changes and return to the View and manage assets page.

Note: If you delete an asset, the Platform automatically removes the asset from all associations. The Platform does NOT warn you that it is going to delete associations.

Configure Asset Associations for <asset_name>

What do you want to be able to do?

Procedures from this page

To associate assets as sources or targets for the selected asset

To remove the associations for the selected asset