Using EZ Graphics Powered by Mi-GUIDE

Transcription

1 EZ Graphics User Guide Objective: This User Guide will show you how to use EZ Graphics with Microsoft Excel and Visio for the EZ Graphics Template and Symbol Set content. NOTE: The EZ Graphics Starter Stencil is compatible with the 2003, 2007, and 2010 versions of Microsoft Excel and Visio. This User Guide utilizes Visio Certain Visio Menus are accessed differently than earlier versions. Contents Table of Contents Page 1. Preparing Visio for EZ Graphics 4 Preparing the EZ Graphics Template 2. Renaming the Template 5 3. Shape & Shape Data Windows 6 4. Importing Stencils 7 Exploring the Template 5. EZ Graphics Console 8 6. Template Interface 8 Create Graphics Button Menu Items 7. Import config.bog Import MSEA Database Import MSEA Version 5.2 Database Import Background Image Import Image to Resizable Symbol Convert Shape to Mi-GUIDE Compatible Exported Symbol Import Image to Fixed Size Symbol Open Existing Database Import Open Selected System Execute Advanced Filter AX Configure Panel and Create Data Fields MSEA Configure Panel and Create Data Fields AX Create Floor Plan Symbols 24 1 P a g e C o p y r i g h t 2012

2 Contents Table of Contents Page Place Order Button Menu Items 20. Customer Center Menu Create an Account Retrieve Account Data Check Order Status Tridium Niagara Database Analysis JCI MSEA Database Analysis Translation to Tridium Niagara Px (.px) Translation to JCI MSEA Advanced (.svgz) Translation to JCI MSEA Standard (.svgz) Reverse Translation from Tridium Niagara Px (.px) Thermo-Graphic Floor Plan Translation to Tridium Niagara Px (px.) Add Views to Tridium Niagara config.bog Create Tridium Niagara Schedule Graphics Px (.px) Tridium Niagara Batch Process Px 36 Free Utilities Button Menu Items 34. ControlGraphics.com Graphic Catalog Search Mass String Replace Visio Mass String Replace Visio Labels Only Separate Camel Case Visio Labels Mass String Replace Px Mass File Rename Online Help Button 45 EZ Graphics Template Setup 41. Template Setup Options Platform Setup Options Preferences Setup Options Data Display Options Setup Stat Colors Setup Zone Colors 52 2 P a g e C o p y r i g h t 2012

3 Contents Table of Contents Page 47. Setup Pipe Colors Toggle Background View Template License 55 Image & Symbol Set Content Options 50. Purchasing EZ Graphics Content Options 56 a. Purchasing a Symbol Individually 56 b. Purchasing a Symbol Stencil Set 56 c. Purchasing Symbol Stencil Sets as a Bundle 57 d. Purchasing Symbols as an Expansion Pack 57 e. Purchasing a Site License Purchasing EZ Graphics Options Menu 58 a. View Purchasing Options for this Symbol 58 b. Preview Relevant Animation(s) for this Symbol Using the EZ Graphics Image & Symbol Content 60 a. Starter Kit Symbol Stencil Set Content 60 b. Ortho-Graphic Symbol Stencil Set Content 60 c. Full 3D Equipment Superstore Content 61 d. Catalog Content 61 3 P a g e C o p y r i g h t 2012

4 INSTRUCTION Detailed Instructions EXPECTED OUTCOME 1. Preparing Visio. First prepare Visio to be used with EZ Graphics. Open Visio. Go to START BUTTON>MICROSOFT OFFICE>MICROSOFT VISIO. 2. Enable Macros. Macros will need to be enabled to use EZ Graphics. The first option is to address the security warning pop-ups as they happen. 3. The second option is to enable macros. Go to FILE>OPTIONS>TRUST CENTER>TRUST CENTER SETTINGS>MACRO SETTINGS>ENABLE ALL MACROS>OK. 4 P a g e C o p y r i g h t 2012

5 4. Rename the EZ Graphics template. For this user guide we are using the J-Series Template. In Visio, Open the EZ Graphics by Mi-GUIDE JSeries Template. You must rename the.vst (Visio Template File) file first. Go to FILE>SAVE AS and give the file a new name other than Drawing1. Now the file should have a.vsd extension. NOTE: You will receive a Visio Window Warning if you attempt to use the Template s functionality from the Button Menus before saving the.vst to a.vsd file. 5 P a g e C o p y r i g h t 2012

6 5. Open Visio s Shape Window & Shape Data Window. A best practice when using EZ Graphics shapes with Visio is to have the Shapes Window and the Shape Data Window open. To open these windows go to VIEW>TASK PANES>SHAPES and VIEW>TASK PANES>SHAPE DATA. Dock the Shapes Window on the left side of the screen and dock or float the Shape Data Window at the Bottom or Top so that all properties for the shapes are displayed. Customizing the Workplace Further. For easier functionality while working in Visio you can customize the Shape Data Window by adding the Size & Position Window and the Drawing Explorer Window to the Shape Data Window. This is done by selecting VIEW>TASK PANES>SIZE & POSITION; it will automatically dock this window and add a Tab at the bottom of the Shape Data Window. To access the Drawing Explorer Window go to DEVELOPER>DRAWING EXPLORER; it will automatically dock this window and add a Tab at the bottom of the Shape Data Window. Save the changes made in Visio by saving to the template file. Go to FILE>SAVE. NOTE: These steps are optional. However, these steps will increase productivity and are advised. 6 P a g e C o p y r i g h t 2012

7 6. Importing Stencils for use with the template. Download the EZ-Graphics_Starter.vss stencil or other EZ Graphics Symbol Stencil Sets you have purchased to your local Drive. Create an EZ Graphics folder on your workstation to place all your Symbol Stencil Sets and Templates. 7. In Visio, open your EZ Graphics template. Go to MORE SHAPES>OPEN STENCIL>your location>ez-graphics_ Starter.vss>OPEN. NOTE: If using Visio 2007, go to FILE> SHAPES>OPEN STENCIL>your location>your template>open. The stencils will appear in the Shapes Window. The stencils will appear in the Shapes Window. You can continue opening other EZ Graphics Symbol Stencil Sets through the same steps. 7 P a g e C o p y r i g h t 2012

8 8. Template Interface. Let s explore the J-Series Template Interface which consists of many areas. There are the EZ Graphics Console, the Drawing Area, the Navigation Buttons, the Panel Tabs Left Side, the Panel Tabs Right Side, the Drawing Title and the OA Conditions. We will discuss each Area in detail. NOTE: We offer other EZ Graphics Templates that work the same way, but provide a different aesthetic. 9. EZ Graphics Console consists of (5) Operational Buttons. The Create Graphics Button, the Place Order Button, the Free Utilities Button, the Retrieve your Account Data Button and the Console Online Help Button. 10. Right-click the Create Graphics Button and a drop down Menu will appear. You can choose from any of the Menu items. NOTE: The EZ Graphics Menu Items listed are Platform sensitive. The selections will change based upon the Platform Selected. (See the section about Platform Setup Options). 8 P a g e C o p y r i g h t 2012

9 11. Right-click the Place Order Button and a drop down Menu will appear. You can choose from any of the Menu items. NOTE: The EZ Graphics Menu Items listed are Platform sensitive. The selections will change based upon the Platform Selected. (See section about Platform Options). 12. Right-click the Free Utilities Button and a drop down Menu will appear. You can choose from any of the Free Menu items. NOTE: The EZ Graphics Menu Items listed are Platform sensitive. The selections will change based upon the Platform Selected. (See section about Platform Options). Tridium Niagara Platform Free Utilities JCI MSEA Platform Free Utilities 9 P a g e C o p y r i g h t 2012

10 13. Left-double Click the Retrieve your Account Data Button and an pop-up window will appear. You can enter your address to access your account information. Click Next. 14. Left Double click or Right-click the Online Help Button and a drop down Menu will appear. You can choose the Open Online Help option. 15. The Drawing Area is in the center of the template where the Schematic or Floor Plan is located. 16. The OA Conditions is where the Outside Temperature and Outside Humidity points are monitored. The Drawing Title can be an Aliased or Non-Aliased Graphic Title specified in the Shape Data Window. 10 P a g e C o p y r i g h t 2012

11 17. The Navigation Buttons are located on the left side of the template. They consist of the Home Button, Help Button, Legend Button and Back Button. Hyperlinks are established to link to the appropriate visual. 18. The Left & Right Side Tabs can be selected by a left-double click, and can be used for a variety of Panel Type information. Uses include, Data Panel, Navigation Panel, as a link to a Px Template File, as a link to a Schedule, or to Queries such as Offline or Override. To close the Tab Panel, just leftdouble click. Panel Type Selection 19. After selecting the Panel_Type that you want in the Shape Data Window, make sure to give the Tab_Label a name, such as System Data. Also, fill in the Object Reference if that Row Option is present. You can use up to (4) Panels for the left side and (5) Panels for the right side. If any of the Tabs are not needed, the Tab can be hidden. In the Shape Data Window select the Number_of_Tabs_Left or Number_of_Tabs_Right and change the entry. Fill in Reference Number of Tabs Selection 11 P a g e C o p y r i g h t 2012

12 20. Import config.bog This Menu item allows you to browse to the Database config.bog file and import the Database as a Microsoft Excel file. The Database begins the Import. 12 P a g e C o p y r i g h t 2012

13 21. Once the Database completes the import, SAVE the file. Name the.xlsm file config.xlsm or any other name you decide. This new Excel file is launched automatically. NOTE: This file will allow you create a Database Analysis Profiles for comparisons between all the Systems in the Database. 22. Import MSEA Database This Menu item allows you to browse to any MSEA Database 5.1 or earlier and use the Exported NAE files to import the Database as a Microsoft Excel file. In Metasys SCT, Export all NAE s that are relevant from the Database. Place all of the.zip NAE Files into a new folder. Give it a name. Under the Create Graphics Button, rightclick and select Import MSEA Database. Browse to the folder that contains the NAEs. Click OK. The Database begins the Import. 13 P a g e C o p y r i g h t 2012

14 23. Once the Database completes the import, SAVE the file. Name the.xlsm file config.xlsm or any other name you decide. This new Excel file is launched automatically. NOTE: This file will allow you create a Database Analysis Profiles for comparisons between all the Systems in the Database. 24. Import MSEA Version 5.2 Database This Menu item allows you to browse to any MSEA Database 5.2 or later and use the Exported NAE files to import the Database as a Microsoft Excel file. Follow the same steps as above for Importing a MSEA Database. 25. Import Background Image This Menu item allows you to browse to a.png Background image. It will replace the existing Template Background image with the NEW image selected. The name of the.png Background image will appear in the Shape Data Window on the Background_Image Row. 14 P a g e C o p y r i g h t 2012

15 The Background Image can be a customized Template Background image or a System Schematic like the one shown. NOTE: This image must be copied to the IMAGES>BACKGROUNDS folder under the Station to become visible on the Station. 26. Import Image to Resizable Symbol This Menu item allows you to browse to an image or logo that becomes a SRE-Converted resizable symbol when imported. There are two ways images can be brought into Visio. The first way is by selecting the Menu item Import Image to Resizable Symbol, which will automatically save the image as a SRE-Converted symbol. The second way is to manually Import the image through Visio INSERT>PICTURE. This image will then need to be Converted to a Shape by using the Convert Shape to Mi-GUIDE Compatible Exported Symbol item in the Menu. Make sure to right-click the Create Graphics Button first and by holding down the SHIFT KEY select the image. With the selection, rightclick the Create Graphics Button again and select the Convert Shape to Mi-GUIDE Compatible Exported Symbol option. NOTE: The appearance of this image may vary from what is seen in Visio to what you get on the Station. Option 1 Option 2 15 P a g e C o p y r i g h t 2012

16 27. Convert Shape to Mi-GUIDE Compatible Exported Symbol This Menu item allow you to convert any vector or raster shape, such as a logo, drawing shape or a floor plan to a Compatible Exported Symbol. Make sure to right-click the Create Graphics Button first and by holding down the SHIFT KEY select the image to be converted. With the selection, right-click the Create Graphics Button again and select the Convert Shape to Mi-GUIDE Compatible Exported Symbol option. NOTE: Any vector or raster image that is brought into the Template must be converted as an Exported Symbol. EZ Graphics will not recognize any image until it is converted. 28. Import Image to Fixed Size Symbol This Menu item allows you to browse to an image or logo that becomes an S-Converted symbol. This Symbol cannot be resized. In the Shape Data Window an Image_Name reference appears for this Symbol. It is the name the image was given. NOTE: This method will give you WYSIWYG (What You See Is What You Get). This image must be copied to the Images>Symbols>Converted folder under the Station. 16 P a g e C o p y r i g h t 2012

17 29. Open Existing Database Import This Menu item allows you to browse to the Excel config.xlsm file that was created and discussed earlier in the Import config.bog section. Select the drop down arrow in Column A, Row 2, System Name/Alias Suffix. Browse to the System that you want by selecting or typing in the object ORD in the A2 Formula Row and Hit Enter. 30. Open Selected System. Return back to the Visio file and select Open Selected System from the Menu items. This will bring up the Excel config.xlsm file again with the Selected System s points. This is where you select the points you want on your schematic and/or panels. 17 P a g e C o p y r i g h t 2012

18 31. Execute Advanced Filter This Menu item allows you to execute an Advanced Filter. If the system you have chosen is large, you can apply filters to the system to limit the amount of points displayed. For example, we have applied a filter of (*B*) to the System Name Column and a filter of (*Occ*) to the Object Name column Switch back to Visio. On the Create Graphics Button RIGHT CLICK> EXECUTE ADVANCED FILTER. The results of the filter will be displayed in Excel. 18 P a g e C o p y r i g h t 2012

19 32. Filtering Text Values Instead of filtering by fixed values or simple criteria, the Advanced Filter depends on user-defined criteria that can be applied to several columns of data simultaneously. These criteria are specified on the same spreadsheet as the range to be filtered, rather than in the filter command box. =text <>text Select cells whose contents are exactly equal to the string "text" Select cells whose contents are not equal to the string "text" In order to perform an Excel advanced filter, you need to specify a list_range and a criteria_range. These ranges both specify ranges of cells on your working spreadsheet. They are defined as: A. list_range = the range of cells that you want to filter. This range should include headers at the top of each column. B. criteria range = A range of cells (generally positioned above or below the list_range), in which the filtering criteria are specified. The criteria_range should be headed by headers that match the list_range headings. The criteria for the corresponding rows in the list_range should be listed under each of these headings. The standard for filtering numbers for the Excel Advanced Filter are straightforward, in that the standard mathematical operators (eg. "=", "<", "<>") are used. However, the rules for applying the Advanced Filter to text values are less obvious. Use the following table as a guide: In the above table, two wildcards have been used. These are (1)* the * symbolizes any number of characters and (2) * the? symbolizes any single character. It should also be noted that Excel filters are not case-sensitive so, for example, a filter based on the string "text" returns exactly the same result as a filter based on the string "TEXT". text >text *text* text*text =text*text Select cells whose contents begin with the string "text" Select cells whose contents are ordered (alphabetically) after the string "text" Select cells whose contents contain the string "text" Select cells whose contents begin with the string "text" AND contain a second occurrence of the string "text" Select cells whose contents begin with the string "text" AND end with the string "text"?text Select cells whose contents begin with any single character, followed by the string "text" =text?text Select cells whose contents begin with the string "text" AND end with the string "text" AND contain =??? Select cells whose contents contain exactly 3 characters 19 P a g e C o p y r i g h t 2012

20 33. AX Configure Panel and Create Data Fields This Menu item allows you to create the selected Data Field points for the Panels and the Schematic for the Tridium Niagara Platform. Make sure you have the config.xlsm file open RIGHT CLICK> OPEN EXISTING DATABASE IMPORT>your location>your database.xlsm>open. Select the points that you want to use on the schematic graphic with a YES or NO. You can also leave it Blank and it will default to a NO. For those points that are not going to be on the Schematic Drawing View, they can be displayed in a System Data panel. For a point to be displayed on a panel, the location and the number must be indicated. This is done by using L1*1, where the L stands for a Left Side panel or R1*1, where the R stands for a Right Side panel. The First Number is the location of the Panel Tab down the sides of the Template. The Second Number is the order the points appear in the Panel. The Left Side has the option of (4) Panels. The Right Side has the option of (5) Panels on the J-Series Template. 20 P a g e C o p y r i g h t 2012

21 34. Make sure to specify the Bind Using? Option in the config.xlsm file for the points as either a Relative Ord or an Object Ord. The Relative Ord is the Aliased item using the Object point. The Object Ord is the Fully Specified item. 35. Once the display selections are made, switch back to Visio. On the Create Graphics Button RIGHT CLICK>AX CONFIGURE PANEL AND CREATE DATAFIELDS. 36. After the Data Fields have been successfully created you will see a DONE pop up screen. Click OK. 21 P a g e C o p y r i g h t 2012

22 37. The points are now displayed on the template. To display the points that were configured for the panels on the left, double click on the System Data Tab or the name of the Tab that was setup and specified. 38. MSEA Configure Panel and Create Data Fields This Menu item allows you to create the selected Data Field points for the Panels and the Schematic for the JCI MSEA Platform. Make sure you have the config.xlsm file open RIGHT CLICK> OPEN EXISTING DATABASE IMPORT>your location>your database.xlsm>open. Select the points that you want to use on the schematic graphic with a YES or NO. You can also leave it Blank and it will default to a NO. For those points that are not going to be on the Schematic Drawing View, they can be displayed in a System Data panel. For a point to be displayed on a panel, the location and the number must be indicated. This is done by using L1*1, where the L stands for a Left Side panel or R1*1, where the R stands for a Right Side panel. 22 P a g e C o p y r i g h t 2012

23 The First Number is the location of the panel Tab down the sides of the Template. The Second Number is the order the points appear in the Panel. The Left Side has the option of (4) Panels. The Right Side has the option of (5) Panels on the J-Series Template. 39. Make sure to specify the Bind Using? Option in the config.xlsm file for the points as either an Alias or Full Reference. The Alias is the Aliased item using the Object point. The Full Reference is the Fully Specified item. 40. Once the display selections are made, switch back to Visio. On the Create Graphics Button RIGHT CLICK>MSEA CONFIGURE PANEL AND CREATE DATAFIELDS. 23 P a g e C o p y r i g h t 2012

24 41. After the Data Fields have been successfully created you will see a DONE pop up screen. Click OK. 42. The points are now displayed on the template. To display the points that were configured for the panels on the left, double click on the System Data Tab. 43. AX Create Floor Plan Symbols This Menu item allows you to create the selected Data Field points for the Floor Plan Symbols. NOTE: For the JCI MSEA Advanced or Standard Platforms use the EZ Graphics Starter Stencil Stat Symbols. The Create Floor Plan Symbols option is not available for these Platforms. 24 P a g e C o p y r i g h t 2012

25 44. After the Data Fields have been successfully created you will see a DONE pop up window. Click OK. The Black TEXT next to the T-Stat sensor symbol is the Object Reference and can be deleted. The T- Stat sensor symbol will be created as well as the Data Field as (2) options: Option 1: The Large Data Field is used with the T-Stat sensor symbol has a hyperlink to go to a Detail graphic. Option 2: The Small Data Field is used alone when a T-Stat location is unknown. This Data Field has a hyperlink to go to a Detail graphic. NOTE: See Setup Stat Colors for detailed instructions on how to change the Stat colors. 45. Customer Center Menu Items Right-click the Place Order Button and the Menu items for the Customer Center will appear. You can choose from Create an Account, Retrieve Account Data and Check Order Status. 25 P a g e C o p y r i g h t 2012

26 46. Create an Account This Menu item allows you to create a new account. Just left-click the Create an Account menu item and the New Account Signup Form will appear. Fill out all the required fields in the form. Specify a User Name and Password. This must be an alphanumeric string of 4-20 characters. The Referral Code is not required. This is only used for assigning a sales person to your account. If it is left blank then a sales person will be assigned to your account. If you do fill in a Referral Code your account will be assigned that sales person associated to that code. New Account Signup Form Make sure to left-click the blue text to launch the Terms of Service. After reading the terms, close the screen and select accept. On the New Account Signup Form Click Next. The pop-up windows for Uploading then Retrieving will appear in that order. Terms of Service 26 P a g e C o p y r i g h t 2012

27 47. Once the account is accepted the Account Information window will appear. The Account Information will now include the NEW fields for Client Discount, Instant Discount, Sales Person, Sales and the Sales Phone. Click Close when finished. NOTE: Accounts must be verified via confirmation before any orders can be placed or processed. 48. You can access the Get Account Info for User window two ways. The first option is with a left-double click to the Retrieve your Account Data Button. The second option is with a leftdouble click to the Place Order Button or right-click and selecting the Menu item. Enter the information that was provided when the account was created. Click Next. When complete the Account Information window will appear. Option 1 NOTE: Based upon Account Discounts, make sure to click the Retrieve your Account Data Button before an order is placed to see if any NEW Discounts have been applied or changed. This will let the user know what to expect to pay at purchase time. Option 2 27 P a g e C o p y r i g h t 2012

28 49. Check Order Status This Menu item allows you to check the status of an order placed by right-clicking the Place Order Button and selecting the Check Order Status Menu item. 50. Select the Order in the Order Status window. If the Order Status is Order Processing, click for details. 51. Select the Complete Order in the Order Status window. If the Order Status is Order Completed, click for details or Pay Now. Selecting the Pay Now button will take you to the Online Payment Processing. NOTE: You must have an Internet Connection to complete your transaction. 28 P a g e C o p y r i g h t 2012

29 52. Select the Paid Complete Order in the Order Status window. If the Order Status is Order Paid, click for details or Download. Once the files are downloaded they can be located in the folder C:\MiGUIDE Data\Downloaded Orders. 53. Submitting Order Options There are two types of products that can be purchased when a user selects Place an Order. One example is the purchase of a Database Analysis. This type requires a single file upload and you will be prompted to select a specific file. Another example is the purchase of the Translation to Tridium Niagara Px product. This type requires multiple files to be uploaded in this situation you will be prompted to select the folder containing the files to be processed as part of the order. 29 P a g e C o p y r i g h t 2012

30 54. Tridium Niagara Database Analysis This Menu item allows you purchase a Database Analysis of your existing Station Database. This will allow you to make comparisons between Systems to see which ones are Typical or Unique. Also, this Analysis will provide an insight into any discrepancies that may appear in the Database allowing for the ability to make any corrections. NOTE: For this Menu to be available the Platform Setup Options for the Template must be changed to Setup Template for Tridium Niagara AX graphics. 55. JCI MSEA Database Analysis This Menu item allows you purchase a Database Analysis of your existing MSEA Database. This will allow you to make comparisons between Systems to see which ones are Typical or Unique. Also, this Analysis will provide an insight into any discrepancies that may appear in the Database allowing for the ability to make any corrections. NOTE: For this Menu to be available the Platform Setup Options for the Template must be changed to Setup Template for Johnson Controls MSEA Advanced or Standard graphics. 30 P a g e C o p y r i g h t 2012

31 56. The steps required when ordering a Database Analysis is as follows: Right-click the Place Order Button, and select the correct Platform based Database Analysis. The Place Order window will appear. Fill out the required information, accept the terms, and click Next. The Terms can be viewed by a left-click of the blue text. The pop-up windows for Uploading then Retrieving will appear in that order. 57. This window will appear only when your Account needs to be verified. This Account can be verified by clicking on the hyperlink in the that was sent when the account was created. 31 P a g e C o p y r i g h t 2012

32 58. A Select Database Import File to be Analyzed window will appear. Browse to the appropriate Excel.xlsm Database import file. Click Open, the file will begin to upload. When completed the Order Successful window will appear. 59. Translation to Tridium Niagara Px This Menu item requires you to select a folder that contains all of the Files necessary to translate your EZ Graphics Visio files to Px files. This folder may include Visio files, Database Import (.xlsm), config.bog or Batch Process.xlsm files required for processing. Not all of these files may be needed only the ones which are necessary for your specific outcome. 32 P a g e C o p y r i g h t 2012

33 60. Translation to JCI MSEA Advanced This Menu item requires you to select a folder that contains all of the Files necessary to translate your EZ Graphics Visio files to.svgz files. This folder may include Visio files, Database Import (.xlsm), or Batch Process.xlsm files required for processing. Not all of these files may be needed only the ones which are necessary for your specific outcome. 61. Translation to JCI MSEA Standard This Menu item requires you to select a folder that contains all of the Files necessary to translate your EZ Graphics Visio files to.svgz files. This folder may include Visio files, Database Import (.xlsm), or Batch Process.xlsm files required for processing. Not all of these files may be needed only the ones which are necessary for your specific outcome. 62. Reverse Translation from Tridium Niagara Px This translation takes Px files and converts them back to EZ Graphics Visio files. This Menu item requires you to select a folder that contains all of the Files necessary to translate your Px files to EZ Graphics Visio files. This folder will include the Px Files and the EZ Graphics Template File that you would like the reversed translation to be applied to. 33 P a g e C o p y r i g h t 2012

34 63. Thermo-Graphic Floor Plan Translation to Tridium Niagara Px This Menu item requires you to select a folder that contains all of the Files necessary to translate your EZ Graphics Visio files to Px files. This folder may include Visio files, Database Import (.xlsm), config.bog or Batch Process.xlsm files required for processing. Not all of these files may be needed only the ones which are necessary for your specific outcome. 64. The steps required when ordering any of the other products is as follows: Right-click the Place Order Button, and select the correct Platform based product. For this example we have selected the Translation to Tridium Niagara Px product. The Place Order window will appear. Fill out the required information, accept the terms, and click Next. The Terms can be viewed by a left-click of the blue text. The pop-up windows for Uploading then Retrieving will appear in that order. 34 P a g e C o p y r i g h t 2012

35 65. A Browse for Files or Folders window will appear. Browse to the appropriate Folder that contains the files that are to be submitted with your order. This Folder will be automatically zipped up and uploaded as part of your order. Note: DO NOT select an individual file. Make sure to select the Folder. Click OK. The files will begin to upload. Depending upon the size of the initial files being uploaded, it may take a few minutes. When completed the Order Successful window will appear. 66. Add Views to Tridium Niagara config.bog This Menu item allows you to create ALL of the Graphic Views as Px files for the Alias System graphics that you selectively specify. 35 P a g e C o p y r i g h t 2012

36 67. Create Tridium Niagara Schedule Graphics This Menu item allows you 68. Tridium Niagara Batch Process Px This Menu item allows you 69. Free Utilities Button We offer these Utilities FREE of charge just for being an EZ Graphics customer. You can choose from any of the Menu selections. ControlGraphics.com Graphic Catalog Search This Menu item will guide you through our comprehensive Graphic Catalog Search engine for those symbols, templates and images that will surely fit your needs. 36 P a g e C o p y r i g h t 2012

37 70. Some of the utilities require a form for the user to get the information which is the Database Import file (config.xlsm). If you do not have a Database Import file open and one is required you will receive a pop-up window. 71. There are two ways to access the Graphic Catalog Search Utility. The first way is in Visio on the Template by right-clicking the Free Utilities Button and selecting the Controlgarphics.com Catalog Search Menu item. Option 1 The second way is from the Database Import file that is open in Excel. Select the Graphic Catalog Search Tab at the bottom of the Form. Option 2 37 P a g e C o p y r i g h t 2012

38 72. There is an option to specify YES or NO for the Erase Previous Results with each New Search. If you are performing multiple searches for purchasing, make sure to specify this option correctly. You can manually delete rows of search results to clean-up the form as you select images to purchase when running multiple searches. Note: If you select NO for the Erase Previous Results with each New Search the previous search results will remain and new search results will appear below them. But, if you select YES, the previous search results will be erased and only the new search results will appear. 73. The Retrieve Account Data Button is available to access your latest Account Information. When selected simply fill out the information to see the user s Account Information. 38 P a g e C o p y r i g h t 2012

39 74. Column B contains the Asset Type. Select the Show Search Results on Row 2. Click on the drop down Arrow and select from any of the Menu items that appear. For this demonstration we will select the Menu item Complete Schematics. Note: The Asset Type selected will determine the columns that appear for you to enter search criteria. 75. Column C contains the Schematic Style. Select Row 2 and click on the drop down Arrow and select from any of the Menu items that appear. For this demonstration we will select the Menu item All 3D Flow Diagrams. 76. Column D contains the Schematic Type. Select Row 2 and click on the drop down Arrow and select from any of the Menu items that appear. For this demonstration we will select the Menu item Air Handling Unit. 39 P a g e C o p y r i g h t 2012

40 77. Columns E through O contain the Search Parameter options for this category. Begin selecting vertically by selecting each row per column and choosing what the Image(s) you are searching for contains. This narrows the search for the type of image you are searching for. Note: If you are performing multiple searches for purchasing, make sure to specify YES or NO for the Erase Previous Results with each New Search. 78. Click on the examples below to see how the components of the schematic are defined in the Search criteria. Example 1 Example 2 Example 3 Example 4 Example 5 Example Once all the Search Parameters are specified for the type of Image you are searching for, click on the Search Catalog Button. The searching will begin and when complete a Search Complete window will appear. 40 P a g e C o p y r i g h t 2012

41 80. Column AA shows the images that met the Search Parameters specified. The Images come in as hyperlinks. To preview the image in the web browser, just click the Image link. If an animation exists for this image you will be able to see it in real-time. 81. Once you have identified the Images you want to purchase you have to make sure to Add them to your Order by entering a number in Column B next to the image. This number indicates the quantity of that particular image you would like to purchase. Note: If you are performing multiple searches for purchasing, make sure to specify YES or NO for the Erase Previous Results with each New Search. 82. One you are finished with your Graphic Catalog Search, click on the Place Order Button. If an Excel Macro Warning window will appear, click YES. 41 P a g e C o p y r i g h t 2012

42 83. The Place Order Window will appear. Fill out the information and click Next. The Order form will be uploaded to the website for processing. Shortly after it is submitted a Submitted Successfully window will appear. Click OK. 84. To check the status of an order click on the Check Order Status Button. The Order Status Window will appear. By clicking on the Order Item it will show the status at the bottom of the window. You can click the hyperlink for more details. 42 P a g e C o p y r i g h t 2012

43 85. Mass String Replace Visio This Menu item allows you to select a Folder containing multiple Visio files at once and make a global change quickly by a click of a button through the use of this Mass String Replace utility for Visio files only. Note: This product requires a Database Import file form filled out. 86. Right-click the Create Graphics Button and select Open Existing Database Import Menu item. Browse to the location of the Folder containing the Database Import file. Select the file and hit Open. The Database Import file will open in Excel and the Tab Utilities will appear along the bottom of the form spreadsheet. 43 P a g e C o p y r i g h t 2012

44 87. For this example we will select the tab for Mass String Replace in Excel. Fill out the information in the form that needs the string replace. Save file. Right-click the Free Utilities Button back on the Template and select the Mass String Replace utility Menu item. Browse to the Folder that contains the files that need the string replace utility. Hit OK. The individual Visio Files will open up and close one at a time in Visio until the Mass String Replace action is complete. 88. Mass String Replace Visio Labels Only This Menu item allows you to select a Folder containing multiple files at once and replace the Visio labels. This will not affect Data Field or Panel points, only the Labels. Note: This product requires a Database Import file form filled out. 89. Separate Camel Case Visio Labels This Menu item allows you to select a Folder containing multiple files at once and put a space between the words after each Uppercase Letter. NOTE: It will not put a space before a number or double CAPs if represented. 44 P a g e C o p y r i g h t 2012

45 90. Mass String Replace Px This Menu item allows you to select a Folder containing multiple Px files at once and make a global change quickly. This utility is for Px files only. Note: This product requires a Database Import file form filled out. 91. Mass File Rename This Menu item allows you to select a Folder containing multiple files at once and change the File Name quickly. This utility is for any type of EZ Graphic file. Note: This product requires a Database Import file form filled out. 92. Online Help Button This button is located on the EZ Graphics Template Console. The Open Online Help Menu option launches the EZ Graphics User Guide which will assist the user on how to use and navigate seamlessly through the EZ Graphics product. 45 P a g e C o p y r i g h t 2012

46 93. Template Setup Options To Show or Hide the Template Setup Options right-click anywhere outside the Template Area. There are Options for the Platform Setup and the Preferences Setup. 94. Platform Setup Options EZ Graphics can be used with several different platforms. To setup the template for Tridium Niagara AX, right-click on any area surrounding the template. If the Platform Setup Options are hidden, click on SHOW/HIDE PLATFORM SETUP OPTIONS. Right-click again to reopen the Menu and then select SETUP TEMPLATE FOR TRIDIUM NIAGARA AX. 46 P a g e C o p y r i g h t 2012

47 95. The Shape Data Window will update with the options for that specific Platform. Here are two examples of what you will see by switching Platforms. Tridium Niagara AX Platform JCI MSEA Advanced Platform 47 P a g e C o p y r i g h t 2012

48 96. Preferences Setup Options To setup the Preferences Setup Options right-click on any area surrounding the template. If the Preferences Setup Options are hidden, click on SHOW/HIDE PREFERENCES SETUP OPTIONS. Right-click again to re-open the Menu to see the options to choose from. 97. Data Display Options The Data Display Options can be accessed by a right-click on any area surrounding the template. 48 P a g e C o p y r i g h t 2012

49 98. After selecting the Data Display Options, the Shape Data Window will update with those options for that specific Platform. Each line item can be customized for that specific EZ Graphics Template. NOTE: Make sure to SAVE a working Template.vsd file with the specific options setup so that the options selected will be saved and can be reused for all other graphics for that project. Data Display Options To leave the Data Display Options and switch back to see the Template Platform Data Options in the Shape Data Window, right-click on any area surrounding the template and select the Platform you want. This is the case for all of the Preferences Options. Platform Data Options 49 P a g e C o p y r i g h t 2012

50 99. Setup Stat Colors Option The Setup Stat Colors can be accessed by a right-click on any area surrounding the template After selecting the Setup Stat Colors option, the Shape Data Window will update with those options for that specific Platform. Each line item can be customized for that specific EZ Graphics Template. The RGB Values for each Stat color, by default, have color settings already chosen for the EZ Graphics templates. If you want to make a change to the color of the individual Stats just change the RGB Values. Stat Color Options 50 P a g e C o p y r i g h t 2012

51 101. The Stats are generated by using the AX Create Floor Plan Symbols Menu for the Tridium Niagara Platform discussed earlier. Stats are processed with the setting Set to VAV by default. Generated Stats To change the Stat color, right-click the Stat and a drop-down Menu will appear. Select the appropriate System color for each Stat that was generated. NOTE: For the JCI MSEA Advanced or Standard Platforms use the EZ Graphics Starter Stencil Stat Symbols. The Create Floor Plan Symbols option is not available for these Platforms. Stat Color Options Menu 102. When using the JCI MSEA Advanced or Standard Platforms pull in the appropriate Stat Symbol from the EZ Graphics Starter Stencil. The JCI MSEA Standard Platform Stat symbol does not have the Object Reference option. The Object Reference option is used for the JCI MSEA Advanced Platform Stat symbol only. MSEA Standard Stat Symbol MSEA Advanced Stat Symbol 51 P a g e C o p y r i g h t 2012

52 103. Setup Zone Colors Option The Setup Zone Colors can be accessed by a right-click on any area surrounding the template After Selecting the Setup Zone Colors option, the Shape Data Window will update with those options for that specific Platform. Each line item can be customized for that specific EZ Graphics Template. The RGB Values for each Zone color, by default, have color settings already chosen for the EZ Graphics templates. If you want to make a change to the color of the individual Zones just change the RGB Values. Zone Color Options 52 P a g e C o p y r i g h t 2012

53 105. Setup Pipe Colors Option The Setup Pipe Colors can be accessed by a right-click on any area surrounding the template After selecting the Setup Pipe Colors option, the Shape Data Window will update with those options for that specific Platform. Each line item can be customized for that specific EZ Graphics Template. The RGB Values for each Pipe color, by default, have color settings already chosen for the EZ Graphics templates. If you want to make a change to the color of the individual Pipes just change the RGB Values. Pipe Color Options 53 P a g e C o p y r i g h t 2012

54 107. Toggle Background Option The Toggle Background can be accessed by a right-click on any area surrounding the template The template by default has the grid pattern shown in the center of the Drawing Area. Left-click the Toggle Background option and the Template will toggle the background on as shown. NOTE: If a Background Image was imported previously you will not see any change when this option is used. Before Toggle After Toggle 54 P a g e C o p y r i g h t 2012

55 109. View Template License The View Template License option can be accessed by a right-click on any area surrounding the template Left-click the View Template License option and a License to: Pop-up Window will alert the user. 55 P a g e C o p y r i g h t 2012

56 111. Purchasing EZ Graphics Content Options There are several options available when purchasing the EZ Graphics Library Content for usage. The First Option is to Purchase a Symbol individually. This option is used solely when a user wants When the user does a mouse over the Symbol a tooltip will show the User s purchased Site License Agreement for that particular Symbol. It can also be viewed in the Visio Shape Data Window. Symbol Individually Shape Data Window 112. The Second Option is to Purchase the Symbols in a Symbol Stencil Set. This option gives you a Symbol Stencil Set for development of a single category in various sizes. When the user does a mouse over a Symbol in the Symbol Stencil Set a tooltip will show the User s purchased Site License Agreement for that particular Symbol. Purchased Site License Agreement Symbol Stencil Set 56 P a g e C o p y r i g h t 2012

57 113. The Third Option is to Purchase the Symbols as part of a Symbol Stencil Set Bundle. This option gives you Symbol Stencil Sets for development of either an Air System or Water System. The Fourth Option is to Purchase the Symbols as an Expansion Pack. This option allows the user to add additional Symbols to an existing Symbol Stencil Set(s) already purchased on that Site License for considerable savings. Water System Symbol Stencil Set Bundle Air System Symbol Stencil Set Bundle 114. Purchasing a Site License A Site License is required for usage rights of any EZ Graphics content, including the Templates. To purchase a Site License is simple. The EZ Graphics Symbol Library content is available for viewing for Demonstration purposes and is Licensed protected with a Gold Lock and Grid Pattern. Locked Symbol Unlocked Symbol Once a Site License is purchased for the Symbol the Symbol s Gold Lock and Grid Pattern is removed. 57 P a g e C o p y r i g h t 2012

58 115. Purchasing EZ Graphics Content Options Menu To access the Menu options for purchasing, right-click the Symbol for Demonstration and the Menu options will appear After selecting the View Purchasing Options for this Symbol option an Adobe Acrobat PDF file will open containing the appropriate information needed for that Symbol. 58 P a g e C o p y r i g h t 2012

59 117. Preview Relevant Animation(s) for this Symbol To access this Menu option for Previewing the Animation(s) for that Symbol, right-click the Symbol for Demonstration and the Menu options will appear After selecting the Preview Relevant Animation(s) for this Symbol option a Web browser window will open containing the Symbol with a preview of its Animation(s). NOTE: Not all Symbols contain Animation(s). 59 P a g e C o p y r i g h t 2012

60 119. Using the EZ Graphics Image & Symbol Content There are (4) categories of EZ Graphics Library content to select from. Some content is available for FREE and other content requires purchasing EZ Graphics Starter Kit Symbol Stencil Set Content This content is available FREE of charge and is Platform specific Ortho-Graphic Symbol Stencil Set Content This content was developed as individual parts that make up a complete System. The Symbol Stencil Set content is gathered together into separate stencil categories based upon the type of equipment and uses. NOTE: When building a schematic in Visio, make sure to disable Guides under VIEW>SHOW>GUIDES. 60 P a g e C o p y r i g h t 2012

61 122. Full 3D Equipment Superstore Content 123. Catalog Content 61 P a g e C o p y r i g h t 2012