Banner Connected Data Solutions Web Service

Transcription

1 Banner Connected Data Solutions Web Service Instruction Manual Original Instructions Rev. E 14 September 2018 Banner Engineering Corp. All rights reserved

2 Contents 1 Banner Web Services Web Services Subscriptions Calculating the Data Storage Requirements Website Data Storage Subscribe to the Web Service Activating a Cellular Modem Purchase and Install the Cellular Modem Activate a 3G GSM Cellular Plan Activate a Verizon 4G LTE Cellular Plan Configure the DXM Controller for a Cellular Modem Logging into the Web Service Create a New Site Modifying the XML Configuration File Modify Local Registers Individually Modify Registers Using the Local Registers in Use Screen Modify Multiple Registers Configure the Cloud Settings Upload the XML Configuration File to the Website Main Menu Reference Home Alarms Dashboard Favorites Graph Registers Sites Tools History Log Viewer Map Tables Reports FTP Audit Settings Company Settings User Settings Support Configuration Instructions Create or Edit an Alarm Create an FTP Backup Set the DXM to use Authentication Set the Web Services to Use Authentication... 24

3 1 Banner Web Services The website ( is the home page for the Banner Connected Data Solutionswebsite. From the home page you can: Log into the website if you already have an account Subscribe to a data services plan Learn more about the subscription service plans Access support documentation, videos, and frequently asked questions Recover lost passwords Activating a cellular data plan allows the DXM to communicate using the cellular network. A web services data plan subscription provides cloud storage, data visualization, notifications, and data management for the DXM. 1.1 Web Services Subscriptions Follow these steps to activate a web service account. 1. Understand the basic operation of the website. 2. Calculate the data storage requirements for an application. 3. Sign up for a subscription service. The data plans for the web service vary with the number of users and the amount of register data to store, and custom plans are available. When requesting a web service plan please allow up to one business day to complete the implementation. To change a subscription service or discontinue a service, please contact Banner Engineering Corp. The service packages are predefined subscription services. The variation within the tiers of subscription services are based on a few characteristics of the website: Conglomerate / Company Sites A company contains one or more sites (DXM Controllers). A Conglomerate is a group of two or more companies. A site is a storage location for a single DXM Wireless Controller. Many sites can be contained within a company Users Unique logins to the web site. Only one Username can be logged in at a time. Data Point A data point is a single website storage element organized by a timestamp and contains a register value. The value can represent a temperature, humidity, distance, or various other sensor readings. Purchasing a 50,000 point package, you get a total of 50,000 data points of storage in the web server. The number of data points is applied at the company level. With Web Service Packages with multiple companies, the number of data points is applied at the conglomerate level with the administrator defining the split for each company. Alarms Notifications created by the user to send or SMS messages based on conditions of the data Calculating the Data Storage Requirements The amount of website data storage required is based on the setup parameters the user chooses for the DXM. The setup parameters are: The number of data points (Local Registers) to save How often the data points are sent to the website How many days of history (data retention) to save the data points. Go to and click the link for more information about subscription plans. Enter the setup parameters in the Data Point Estimator. In the example, a single DXM is configured to send 20 registers of data every 15 minutes. The data storage required to save the data for 7 days would be 13,440 data points. The total data points are set by the Web Service Package. Change the Web Service Package to increase or decrease the total amount of data points. - Tel:

4 Adjust the number of days of data retained to manage the total number of data points in the system under the Settings > Companies. Click on the Edit button next to the company name. The webpage also shows the settings for the company and the limits defined by the service Website Data Storage The tiers of Web Service Packages offer variations of data point storage. The data point storage defines the total amount of memory storage allocated for a company. As data comes in from DXM Controllers, it is saved using a portion of the data storage. When saved data becomes older than the data retention time, data is removed from data storage. With simple planning, the limit of data point storage should not be reached. If the DXMs are programmed to send more data than the web site is configured to accept in a given time period, a warning message is sent to the company administrator when the data point storage is at 100%. The company administrator must log in immediately to the account and change the number of days data is retained to reduce the amount of storage used at the web server (Under Settings > Companies). New data is not saved if the Data Point Storage is full. Alternatively, more data points can be added by choosing a different Web Service Package Subscribe to the Web Service To subscribe to a web service, follow these steps. 1. Go to and click on the Subscribe Now link. 2. If you have previously created an account click Login to continue. If you are creating a login for the first time, follow these steps. a) Select a subscription type and subscription plan. b) Create a subscriber username and password (used to purchase the subscription plan). Use a valid address for the username. c) Enter the payment information and mailing address. d) Click to read the terms and conditions. A customer service representative will contact you within one business day to supply the company log in and password credentials for the web services data collection site. 3. Set up the website data retention for your application. See Create a New Site on page Configure a DXM to push data to the website. See Modify Local Registers Individually on page Activating a Cellular Modem Activating the DXM cellular capabilities requires these basic steps: 1. Purchase a cellular modem kit from Banner Engineering Corp. 2. Activate a cellular plan to the SIM card, then insert the SIM card into the cellular modem. 3. Install the cellular modem, connect the antenna cable, and connect the cellular antenna. Cellular Kit Model Number Kit Description Notes SXI-GSM-001 SXI-LTE-001 3G GSM worldwide cellular modem using Telit HE910-D modem kit. The kit includes cellular modem, antenna, and antenna cable. Verizon LTE cellular modem using Telit LE910 modem kit. (Verizon part number SENSX002). The kit includes cellular modem, SIM card, antenna, and antenna cable. Requires a GSM cellular wireless plan attached to the SIM card, IMEI (International Mobile Equipment Identity) number. Cellular plans can be purchased through bannercds.com. Requires a LTE Verizon cellular wireless plan attached to the SIM card, IMEI (International Mobile Equipment Identity) number. For additional information, refer to the Banner Connected Data Solutions support center. The support center includes video tutorials, product documentation, technical notes, and links to download configuration software Purchase and Install the Cellular Modem Follow these steps to install the cellular modem and antenna cable. Before you activate your cellular plan, verify you have one of the following cellular modem kits Tel:

5 Banner Connected Data Solutions Web Service Cell Modem Kit Cell Service SXI-GSM-001 3G GSM (HSPA+ networks; GSM/EGPRS fallback) SXI-LTE-001 Verizon 4G LTE 1. Insert the SIM card into the socket on the underside of the cellular modem. Verizon LTE SIM cards come in a credit card sized carrier. Snap it out and insert the SIM card into the holder on the cellular modem. The SIM card number is on the SIM card and on the credit card sized carrier. You will need the SIM number to associate a wireless plan to this SIM card Orient the cellular modem as shown and verify the pins are properly aligned. Firmly press the modem into the 24-pin socket. Attach the antenna cable as shown. Install the external cellular antenna on the DXM's SMA connector located next to the antenna cable. Cellular modem and antenna installed; note that the antenna cable uses the top antenna connection. The LTE modem is shown; the HE910 GSM installation is the same Activate a 3G GSM Cellular Plan The GSM cellular modem is operational world-wide and requires an activated card to operate. GSM wireless cellular plans cannot be purchased through the Banner Connected Data Solutions website. 1. Work with the local Banner technical support person to identify and purchase machine-to-machine (M2M) (data plan only) SIM cards in 3FF micro form factor. Typical monthly data use will be MB per month. When choosing a plan, pay close attention to data rates and to SMS (text) rates. 2. When activating the SIM: Note the Access Point Name, or APN, that the SIM provider says to use with their SIM The IMEI is the 15-digit number on top of the cell module PCB, below the words Telit HE910-D" and above the 2-d bar code The ICCID is the 20-digit number printed on the SIM card itself - Tel:

6 1.2.3 Activate a Verizon 4G LTE Cellular Plan Activate a cellular plan for your DXM using the Banner Connected Data Solutions website. 1. Go to to purchase DXM cellular data plans. 2. If you have previously created an account, enter your username and password to continue. 3. If you are creating a login for the first time: a) Select the subscription type and subscription plan. b) Create a username and password (use an address for the username). c) Enter your payment information and mailing address. 4. Go to the Activate a New Verizon 4G Device Here section. 5. Enter the SIM Number (ICCID) and the Module Number (IMEI). The ICCID is the 20-digit number of the SIM, the bottom barcode number on the SIM card carrier. If the carrier card is not available, the ICCID is also printed on the SIM card, but must be removed from its socket to be read. The IMEI is the 15-digit number on top of the 4G LTE device. 6. Click Activate. Note: Although new activations are typically functional in 20 minutes or less, it may take up to 24 hours for the cellular plan to become active on the wireless network Configure the DXM Controller for a Cellular Modem Use the DXM Configuration Tool to create a configuration using a cellular connection. 1. Go to the Settings > Cloud Services screen. 2. Set the Network Interface to Cell All push data, SMS messages, or alerts will be sent using the cellular modem. 3. Under the Cell Configuration section, select the Cell module from the drop-down list. For LTE, select LE910 4G VZW and set APN to vzwinternet. For GSM, select HE910 3G GSM and set the APN based on your provider's settings. For CDMA, select CE910 2G CDMA. 4. To send data to the webserver, set the Cloud Push settings and the Webserver settings. When the DXM is configured to use the cellular modem, the information on the cellular modem is found on the LCD menu under System Info > Cell. The menu does not display values until a transaction with the wireless cell tower is complete. If there are no webserver parameters defined, the user must force a push to retrieve the data from the cellular network. On the LCD menu, select Push > Trigger Data Push. Obtaining LTE service outside of Banner CDS Customers have the option of securing a data plan for the Verizon network themselves without using the Banner Connected Data Solutions platform. Suitable plans would include those available from Verizon directly or from a Mobile Virtual Network Operator (MVNO) licensed to resell Verizon network data plans. (The SXI- LTE-001 will not function on AT&T, T-Mobile, or Sprint networks.) When purchasing a data plan, it is important to refer to the modem by its official Verizon network name, SENSX002 and give the IMEI number (found on the cellular modem) to the plan provider. To use the SIM card that comes with the cellular modem kit, give the SIM card number to the provider. The required SIM card form factor is 3FF - Micro Tel:

7 2 Logging into the Web Service Banner Connected Data Solutions Web Service The web server captures data from the DXM using either a cellular connection or an Ethernet connection. Users collect and view the data or update and manage the DXM using a web browser. A customer service representative will have created a company login and password and ed it to you when you purchased your subscription service. Use both the website and the DXM Configuration Tool to set up and configure your data collection. Use Internet Explorer or Google Chrome as your Internet browser and enter the URL: The login page appears. 2.1 Create a New Site After you log into the site, follow these steps. 1. Click on +New Site. Create a new site for each DXM that will be sending data to the web server. 2. Enter a site name. 3. Copy the Site ID number shown on the dashboard. The Site ID number created by the web server is a required parameter in the configuration setup of the DXM. The Site ID is the address the webserver uses to store the data pushed from the DXM. 2.2 Modifying the XML Configuration File Use the DXM Configuration Tool to configure the operation of the DXM. Launch the DXM Configuration Tool software. You can use one of these three screens to modify registers: - Tel:

8 Local Registers Edits individual registers Modify Multiple Registers Edits multiple registers at the same time Local Registers in Use Edits individual registers Refer to the DXM Configuration Tool Instruction Manual for more details Modify Local Registers Individually This example configuration sets the device to push register values to the web server. 1. Go to the Local Registers > Local Register Configuration screen. The local registers are a pool of integer and floating point registers that can be used by the controller to save data that was created, store data from external devices, or store basic constants. The local registers are where the user defines the data sent to the web server. This screen shows how each local register is defined. 2. Click on the down arrow next to the first line for Local Register 1. The parameters for Local Register 1 display. 3. To push the register values to the web server, set the Cloud Permissions to read. If the Cloud Permissions are set to Read, the web server only views data from the device and cannot write data to the device. If the permissions are set to Write, the web server only writes to the device and cannot read the data. If the permissions are set to Read/Write, the web server can read the data from the device and write to the device from the web. 4. Set the LCD Permissions to Read. This allows this Local Register data to be displayed on the DXM LCD under the Registers menu Modify Registers Using the Local Registers in Use Screen Use this screen to modify the parameters of any local registers being used. 1. Go to the Local Registers > Local Registers in Use screen. A list of the local registers being used displays. To add more Local Registers to this tab, name more Local Registers using the Local Register Configuration screen. 2. Using the drop-down lists, change the desired parameters. 3. To push register values to the web server, set Cloud Permissions to read. If Cloud Permissions are set to Read, the web server only views data from the device and cannot write data to the device. If the permissions are set to Write, the web server only writes to the device and cannot read the data. If the permissions are set to Read/Write, the web server can read the data from the device and write to the device from the web Tel:

9 2.2.3 Modify Multiple Registers Modify a range of registers from the Local Registers > Modify Multiple Registers screen. 1. Enter the Starting register and Ending register. 2. Select the value to change using the drop-down list next to each value. 3. Enter the new value in the field provided. 4. To push register values to the web server, set Cloud Permissions to read. If the Cloud Permissions are set to Read, the web server only views data from the device and cannot write data to the device. If the permissions are set to Write, the web server only writes to the device and cannot read the data. If the permissions are set to Read/Write, the web server can read the data from the device and write to the device from the web. 5. Click Change Registers. - Tel:

10 2.2.4 Configure the Cloud Settings 1. To configure the connection to the web server, go to the Settings > Cloud Services screen. 2. Copy and paste the Site ID. The Site ID is that long string of numbers and letters from the Banner Connected Data Solutions website. 3. Verify the Server Name/IP is set to push.bannercds.com and the Page is set to /push.aspx for sending to the website. To push to the demo website, set the Server Name/IP to demopush.sensonix.net. 4. Set the Cloud Push Interval to a value appropriate for your application. The Cloud Push Interval determines how often the device pushes the data to the web. The faster the push interval, the more data is sent to the site. Cellular plans can only push at an interval of 5 minutes or longer, while Ethernet connections can push at an interval of 1 minute or longer. The Sample Count specifies how many times the data is gathered within the Cloud Push Interval. For example, if the Cloud Push Interval is 15 minutes and the Sample Count is set to 3, then during each data push (every 15 minutes), 3 samples are sent to the web. This is one sample every 5 minutes. 5. Save the configuration file by going to File > Save. File names must be no more than 30 characters long, and should not contain any spaces or special characters. 6. With a USB cable connected to the device, go to the Device > Connection Settings menu. 7. Select the appropriate Comm Port and click Connect. If multiple comm ports are visible, try each one until the software is able to connect to the device Tel:

11 8. Go to Device > Send Configuration to the Device to upload the new XML file. 2.3 Upload the XML Configuration File to the Website To upload an XML configuration file to the website, follow these instructions. 1. At the webserver, select Home > Sites and click Edit. 2. Select XML Config. 3. Click Choose File. Select the file that was just updated to the DXM and click Save. After the XML file is loaded into the webserver, the webserver uses the register names and configurations defined in the configuration file. 4. Click on the Site Name link, or go to the Home > Registers screen, to go to the configured registers to see the values uploaded by the DXM. The same XML configuration files is now loaded on both the DXM and the Website. After some time, the data should be seen on the website. - Tel:

12 3 Main Menu Reference 3.1 Home The Home page organizes the data pushed to the website and displays user-configured settings. Access the Sites, Registers, Favorites, Graph, Alarms, and Dashboard screens from the Home menu Alarms The Alarm screen displays the alarms and status rules defined by the user. User defined alarms can alert users via or text of conditions found in the push data. To create a new alarm: 1. Click + New Alarm. 2. Select the Alarm Type (Register, Connectivity, MAC, Geofence, or Register Limit.) 3. Enter a user-defined Alarm Name. 4. Select the DXM Controller site from the drop-down list. 5. Select the register from that DXM Controller site. 6. Select the Comparison type (equal, less than, greater than, less than or equal to, greater than or equal to). 7. Enter the Comparison Value. 8. Select a Modifier from the three choices (None, Duration, Count). 9. Select whether or not to enable . If you enable , enter the address or addresses to alert. 10. Click Save. From the Edit Alarm screen, you may edit or delete an alarm. To edit an existing alarm: 1. Click Edit for the alarm you'd like to modify. 2. Change the Site Name, Warning Timeout, Error Timeout, lists and addresses as needed. 3. Click Save. Parameters found on the Alarms screen include: Alarm Name User-defined field used to name the alarm. Comparison Select how to compare values = equal,!= not equal, > greater than, >= greater or equal, < less than, <= less than or equal Comparison Value Constant value to compare incoming data Condition Brief description of the Alarm rule comparison Defines if the alarm is going to send an when the alarm is active Tel:

13 Address Address defined in the alarm definition Error Timeout Defines the error level of a Connectivity alarm The Error Timeout value defines the amount of time before an error condition is reached. When an Error condition is reached an will be sent. The Error Timeout value should be greater than the Warning Timeout value. Modifer Duration time in which the rules must be true before the alarm becomes active Count defined number of samples that the rule must be true before the alarm becomes active Site Name User-defined webserver name given to a DXM All references to the data will be through the Site Name Status Current condition of the alarm: error or clear Timestamp Time at which the alarm changed state Type Alarm types include Register, Connectivity, MAC, Geofence, or Register Limit. Register Use to monitor register values and compare to user-defined values. Set based on the data sent to the website. A data comparison is made with the incoming data to create an . Connectivity Detects if the DXM is no longer sending data to the website. If the DXM Controller is programmed to push data every 30 minutes, set the connectivity alarm to 2 to 3 that time plus some guard band, approximately minutes. If network connectivity is expected to be poor, extend the alarm time to prevent false alarms. MAC Verifies that only one DXM is pushing to the website; identifying a DXM by the MAC address it pushes to the webserver. Geofence Creates a fence based on a rectangular set of GPS coordinates. Any push data marked with GPS coordinates outside the Geofence creates an alarm condition. Register Limit Detects if the website register limit is reached. The register limit is based on the amount of storage the website subscription has purchased. For more information, see Create or Edit an Alarm on page 22. Warning Timeout Defines the warning level of a Connectivity alarm; defines the amount of time before a warning condition is reached When the warning condition is reached an is sent. Set the DXM push time to be less than the Warning Timeout value. Click Refresh to update the displayed data Dashboard Use the Dashboard for viewing DXM Wireless Controller data. For application-specific websites, this screen displays a unique format for the push data Favorites Use the Favorites screen to view the register values of registers selected on the Home > Registers screen as favorite registers. Register data from multiple sites can be viewed on the Favorites screen. The following information is displayed on the Favorites screen. Last Update Last time the register information was pushed to the webserver Register Name Displays the name of the register. Remove Click to remove this register from the favorites list. - Tel:

14 Site Name Units Value View Lists the name of the site each register is from. Displays the units of the register. Displays the current value of the register. Select to graphically display the register value. Click Refresh to update the displayed data. Click Graph to view the value of selected registers graphically Graph Use the Graph screen to graphically compare registers collected by the website. To populate the Graph page, follow these steps: 1. Below the graph, select the DXM Wireless Controller from the drop-down list. 2. Select the Register value to graph from the next drop-down list. 3. Click +Add to Graph. 4. Continue to select inputs from this or other DXM Wireless Controller(s) and add the data points to the graph. In the example shown, three data points are graphed from one DXM Wireless Controller. You may select to view the data over the last day, 3 days, 7 days, 30 days, or a custom date range. Adjust the Y axis range as needed to view the data. After the comparison signals are defined, save the template by entering a template name and then clicking Save. Reload the template by selecting the template from the template down-down list. Templates can be used by any user within the defined company group. Click Refresh to update the displayed data. Click Clear Graph to erase the graphically displayed data Registers Use the Registers screen to view the current register values, graph the register values over time, and select favorite registers to view on the Favorites screen Tel:

15 Favorites Click to select registers to display on the Home > Favorites screen. Last Report Shows the last reported time the register data was sent to the website Reg # Register number Register Name Units Value View Name of the register. Click to go to the Home > Graph screen and graphically view the register value over time. Lists the register value units. Displays the current register value. Click to graphically display the value of the selected register. Click Graph to view the value of selected registers graphically. Click Download to download register data into CSV format from the website based on the date range provided. Click Refresh to update the displayed data Sites The Home > Sites webpage displays the list of DXM Wireless Controllers pushing data to the website. There is a unique site ID for each controller pushing to the website. The following parameters are displayed on this web page. Alarms Lists user-created alarms. Linked to the alarm history and the current alarm status. - Tel:

16 Details Click the + to view the DXM details and push configuration information. Edit Loads a new XML configuration file, changes the Authentication set up, changes the Site Name, changes the Site Type, or sets up login credentials using the Advanced area. Last Push Lists the time stamp of the last successful push data packet. Linked to the push history. Notes User-defined notes to help track the history of site changes. Site The name given to a DXM Controller. Click on the site name to go to that site's register data. Type Displays the site type; special website look/feel. Options are: Normal (register view), Tower Light, or Vibration specific. Update Send information back to the push device, including register data, configuration files, and ScriptBasic files. Links to the update history. The Communications Type defines the method to communicate with the DXM Wireless Controller. Typically, ethernet or cellular connected devices wait until the next push interval; cellular connected devices have the option to send SMS(text) messages to immediately update the DXM Wireless Controller. The data destined for the DXM Wireless Controller is queued for the next push interval. Data includes: Register update Update Local Register data on the DXM Wireless Controller Configuration File XML file from DXM Configuration Tool Script File ScriptBasic programming file; *.sb Generic File ScriptBasic support file and data files for the root directory of the SD card Update time Adjust the real time clock on the DXM Wireless Controller Clear HTTP Logs Clear history files of uploaded data to the webserver Set Root Password Set the root password for the device, restricts configuration tool changes Set LCD password LCD password locks the LCD display for the DXM Wireless Controller Reboot restarts the DXM Wireless Controller processor, but does not effect the I/O board, ISM radio, or display board. Firmware File Updates the DXM Wireless Controller firmware with a *.hex file. After a message is queued for the device, the message count is shown under the Pending column. Click on the Pending count for the device to get more detailed data. SMS messages are sent immediately and do not show up as pending events. SMS messages are not guaranteed to be delivered. To create a new site, click + New Site. Click Mass Edit to send one XML configuration file to multiple DXM devices (adjusts Site ID automatically). Click Refresh to update the displayed data. 3.2 Tools Access the History, Log Viewer, Map, Tables, Reports, FTP, and Audit screens from the Tools menu History History maintains logs of information about the device and its operation. Users may also download these logs. Access the following histories from the History tab: Alarms Displays the history log for the alarms defined from the Home --> Alarms page. This page does not display alarm conditions set at the DXM Controller level. FTP Displays the history log of FTP transfers from the webserver to outside FTP sites GPS Displays the history log for Geo fencing alarms. Geo fencing alarms are defined under the Home --> Alarms page Tel:

17 Notes Displays the log of user-created notes Pushes Displays the history log of data pushed from the DXM Controller Updates Tracks the data sent from the website to the DXM Wireless Controller. Register updates, time updates, configuration file updates, or ScriptBasic program updates are saved in this log. Click Refresh to update the displayed data. Click Download to download the site data from a specific date Log Viewer Use Log Viewer to display the log files created on the DXM. To view a log file: 1. Click Choose Files. 2. Select the log file you wish to view and click Open. 3. From the panel on the left, select the signals to display and click Left, Right, or Left 2. Left Sets the selected data to use the y-axis on the left. Right Sets the selected data to use the y-axis on the right. Left 2 Sets the selected data to use a second y-axis on the left. 4. Select any appropriate options (scale and offset, display points). 5. Click Refresh to update the displayed data. The data key displays at the bottom of the webpage, along with the left and right axis fields. To change the axis minimum and maximum, enter view values and click Refresh Map Use Map to view the position of the wireless device on a map scaled to the device positions. To view the location of your wireless devices, define the GPS coordinates in the DXM Configuration Tool. GPS coordinates can be a live feed from a GPS sensor or can be a fixed location. - Tel:

18 Save your XML file before uploading it to the DXM Wireless Controller. Click Refresh to update the displayed data Tables Use the Tables webpage to view a customized organization of your data. To add registers to the webpage: 1. Click Edit Mode to make changes to the page. 2. Click + Add Row. 3. Click Edit. 4. Select the Site Name and registers to display in columns 1 through Click Confirm to save you configuration. 6. Make any changes to the column headers necessary. 7. Click Save to save your configuration. Click Refresh to update the displayed data Reports Use the Reports screen in future dashboards to show the data collected by the website FTP Use the FTP screen to create file transfer operations from the webserver. To create a new FTP operation to an outside FTP site: 1. Click + New. 2. From the drop-down list, select the Report Type Tel:

19 3. From the drop-down list, select the DXM Controller site. 4. Define how often to FTP by selecting the Run Frequency. 5. Select your time zone offset. 6. Define the number of retries. 7. Enter in the FTP Address, User Name, and Password for the outside FTP site. 8. Click Save. Report Type Registers Upload Logs Alarms Click Refresh to update the displayed data Audit Use the Audit page to maintain logs of changes for this company, including changes to the XML configuration, alarms, backups, users and companies. The Audit page requires a manager or higher permissions access the audit log data. Access the following pages from Audit: Alarms View the creation of or changes to alarm conditions Company View all company changes FTP View the FTP activity Sites View the log file of adjustments made to the XML configuration file by site name User View the log that tracks changes made to user profiles 3.3 Settings Use the Settings page to manage user and company settings. Access the following pages from Settings: Companies Add a new company or adjust company-level parameters Users Add new users and maintain existing users for the website Company Settings Use Companies to add a new company or adjust company-level parameters. Most parameters on the Settings > Companies page require an administrator or higher level of website permissions. To add a new company: 1. Click + New Company. 2. Fill in the company name and other information in the pop-up window. 3. When all information is entered, click Save. To edit an existing company: 1. Click Edit. 2. Update any necessary information. 3. Click Save. Banner Defines a custom graphic for the web page Companies Displays the number of companies within that conglomerate Company Name Defines the number of companies per conglomerate Contact Displays the of the primary contact for each company. Contact Name Displays the primary contact for each company. - Tel:

20 Conglomerate Name Conglomerate is a group of companies; this is the name given to that group Days Data Retained Edit Number of days the data is stored Click Edit to change the parameters of any existing company. Points/Max Points Sites Displays the number of sites, or master DXM Controllers, set up for each company. Users Displays the number of users for each company. Click Refresh to update the displayed data User Settings Use Users to add new users and maintain existing users for the website. Changing user settings requires manager or higher permissions. To add new users: 1. Click + New User. 2. Fill in the user name, password, and other information in the pop-up window. 3. Set the permissions and user role for this user. 4. When all information is entered, click Save. To edit existing users: 1. Click Edit. 2. Update any necessary information. 3. Click Save. The following permission levels may view these screens. Permissions Dashboard History Settings Audit Multi-Admin x x x x Administrator x x x x Manager x x x View Only x x The following permission levels may create, edit, or delete within these screens. Permissions Company User Site Alarm Backups Multi-Admin x x x x x Administrator x x x x Manager x x View Only You may set or change the following parameters on the Users screen. To change any of these parameters for existing users, click Edit. Company Name Defines the number of companies per conglomerate Conglomerate Name Conglomerate is a group of companies; this is the name given to that group Tel:

21 Edit Edits the settings of existing users. Displays the user's . Permissions Displays the permissions level for each user. Reset Password Resets the password for the selected user. Reset Retries The system locks someone out if they attempt to change the password too many times The system administrator needs to reset the password after the system locks someone out User Name Displays the user name as it was entered into the user information settings. User Role Defines the access to special OEM dashboard views (future feature) Click Refresh to update the displayed data. 3.4 Support Use the Support screen to access frequency asked questions, technical support, or create a new Subscriber. Getting Started Select Getting Started to set up a new subscription. Videos Includes videos to help with configuration or applications. Solutions Guides Includes the DXM technical documentation, this Banner Connected Data Solutions Web Service instruction manual and quick start guide, and links to various software configuration tools. Contact Support Select Contact Support to Banner technical support. The link should automatically launch your default program. - Tel:

22 4 Configuration Instructions 4.1 Create or Edit an Alarm Alarms create or SMS notifications that alert users when user-defined conditions exist. The user must have Administrator or Manager permissions to create or edit website alarms. After an alarm is defined, edit the alarm by clicking Edit. 1. At the website, select Settings > Alarms. 2. Click + New Alarm to define a new alarm condition. A pop-up window appears. 3. From the drop-down list, select the Alarm Type. For a list of alarm types, see Alarms on page Define the alarm name. 5. Select the site name. 6. Select the local register, comparison operator, and the comparison value for the alarm testing. 7. To send an based on the alarm conditions, select Enable Alerts and enter a valid address. 8. Click Save. 4.2 Create an FTP Backup 1. On the website, go to Settings > Backups Tel:

23 2. In the upper right corner of the screen, click + New Report. A pop-up window appears to enter parameters for the FTP backup. 3. Select the type of backup report to create. Registers All Local Register data defined in the site Logs Data sent from the DXM to the website; data is only recorded for 24 hours Alarms Alarm data Updates Data transactions sent from the web server to the DXM. Audit Sites Change log for site data Audit Alarms Change log for alarm data Audit Users Change log for users 4. Select the Site name to create the backup, then define the schedule of the FTP backup. Daily Weekly Monthly 5. Define the FTP address, username, and password of the site to send the report data. 6. Select the maximum number of retries for the backup to be sent. 7. Set the desired time zone/time off of UTC for the backup to operate under. 8. Click Save. 4.3 Set the DXM to use Authentication The DXM can be configured to send login and password credentials for every HTTP packet sent to the webserver. This provides another layer of security for the webserver data. Setup requires both the webserver and the DXM to be given the same credentials for the login and password. The webserver authentication username and password are not stored in the XML configuration file and must be stored in the DXM. 1. From within the DXM Configuration Tool, go to Settings > Cloud Services. - Tel:

24 2. Define the username and password in the Webserver Authentication section of the screen. The first time you select Require Authentication, a pop-up box appears with additional instructions. Since the data is not stored in the XML configuration file, it is hidden from view of the DXM Configuration Tool. 3. Click on Send Authentication. The controller must be connected to the PC for this operation to succeed. The data transmits directly to the DXM's non-volatile memory. If successful, a pop-up window appears, asking to reboot the device. 4. Select Yes to reboot the device Set the Web Services to Use Authentication 1. At the Banner Connected Data Solutions website, go to Settings > Sites. 2. To edit the site settings, click Edit on the line of the site name. At the bottom of the pop-up window is a checkbox to enable authentication/validation. 3. Enter the same username and password as used in the DXM Configuration Tool. The username and password do not need to be a defined user within the Banner Connected Data Solutions website Tel:

25 Index A alarm create 12, 22 edit 12, 22 parameters 12 audit 19 authentication 23, 24 C cell modem activate 3G GSM 5 activate Verizon 4G LTE 6 configure DXM 6 install 4 purchase 4 cloud settings 10 company settings edit 19 new 19 configuration file modify 7 10 upload to website 11 configure cloud settings 10 create alarm 12, 22 company 19 FTP operation 18 new account 4 new site 7 D dashboard 13 Data Point Estimator 3 data storage 3, 4 DXM configure for cell 6 E edit F alarm 12, 22 companies 3, 4 company 19 user 20 FTP new 18, 22 FTP backup 22 H history 16 L log viewer view 17 logging in 7 11 M map view devices 17 modify configuration file 7 10 local registers in use 8 multiple registers 9 registers 7 10 registers individually 8 N new account 4 P parameters alarm 12, 22 audit 19 company 19 favorites 13 R FTP 18, 22 registers 14 sites 15 user 20 registers graph values 14 modify individually 8 multiple registers 9 select favorites 14 view favorites 13 view values 14 reports 18 S service plan 3, 4 sites 15 subscription plan 3, 4 support 21 T tables 18 U upload configuration file 11 user edit 20 new 20 W webserver authentication 23, 24 website address 3, 4